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Covenant Asset Management, LLC: CVX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Covenant Asset Management, LLC on CVX, newest first. How the timeline and the estimate are built.

Covenant Asset Management, LLC held 6,034 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,034 shares
    Change vs previous 13F -1,055 shares

    0.18% of the 13F portfolio, value $1,000,196.

    13F-HR 0001697717-26-000006 filed by Covenant Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 7,089 shares
    Change vs previous 13F -551 shares

    0.3% of the 13F portfolio, value $1,466,715.

    13F-HR 0001697717-26-000004 filed by Covenant Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 7,640 shares
    Change vs previous 13F -182 shares

    0.22% of the 13F portfolio, value $1,164,413.

    13F-HR 0001697717-26-000002 filed by Covenant Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 7,822 shares
    Change vs previous 13F -180 shares

    0.23% of the 13F portfolio, value $1,214,679.

    13F-HR 0001697717-25-000012 filed by Covenant Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 8,002 shares
    Change vs previous 13F -11 shares

    0.24% of the 13F portfolio, value $1,145,807.

    13F-HR 0001697717-25-000007 filed by Covenant Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 8,013 shares
    Change vs previous 13F -2,235 shares

    0.34% of the 13F portfolio, value $1,340,495.

    13F-HR 0001697717-25-000005 filed by Covenant Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 10,248 shares
    Change vs previous 13F -867 shares

    0.33% of the 13F portfolio, value $1,484,296.

    13F-HR 0001697717-25-000002 filed by Covenant Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 11,115 shares
    Change vs previous 13F not available

    0.36% of the 13F portfolio, value $1,636,859.

    13F-HR 0001697717-24-000011 filed by Covenant Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).