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Cresset Asset Management, LLC: CVX position timeline

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

Cresset Asset Management, LLC held 325,585 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 325,585 shares
    Change vs previous 13F +45,699 shares

    0.2% of the 13F portfolio, value $53,969,026.

    13F-HR 0001172661-26-003461 filed by Cresset 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 279,886 shares
    Change vs previous 13F +100,476 shares

    0.25% of the 13F portfolio, value $57,908,486.

    13F-HR 0001172661-26-002185 filed by Cresset 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 179,410 shares
    Change vs previous 13F +4,588 shares

    0.12% of the 13F portfolio, value $27,343,982.

    13F-HR 0001172661-26-001073 filed by Cresset 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/A 174,822 shares
    Change vs previous 13F +6,780 shares

    0.12% of the 13F portfolio, value $27,148,097.

    13F-HR/A 0001172661-26-000269 filed by Cresset 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/A 168,042 shares
    Change vs previous 13F -35,221 shares

    0.12% of the 13F portfolio, value $24,061,975.

    13F-HR/A 0001172661-26-000268 filed by Cresset 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 203,263 shares
    Change vs previous 13F -47,254 shares

    0.17% of the 13F portfolio, value $34,003,893.

    13F-HR 0001172661-25-001764 filed by Cresset 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 250,517 shares
    Change vs previous 13F -110,197 shares

    0.17% of the 13F portfolio, value $36,284,890.

    13F-HR 0001172661-25-000925 filed by Cresset 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 360,714 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $53,122,338.

    13F-HR 0001172661-24-004738 filed by Cresset Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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