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HARMONY ASSET MANAGEMENT LLC: CVX position timeline

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

HARMONY ASSET MANAGEMENT LLC held 7,569 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 7,569 shares
    Change vs previous 13F -678 shares

    0.34% of the 13F portfolio, value $1,254,718.

    13F-HR 0001104659-26-084977 filed by HARMONY 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 8,247 shares
    Change vs previous 13F +381 shares

    0.52% of the 13F portfolio, value $1,706,293.

    13F-HR 0001104659-26-055537 filed by HARMONY 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 7,866 shares
    Change vs previous 13F -1,508 shares

    0.4% of the 13F portfolio, value $1,198,922.

    13F-HR 0001104659-26-011362 filed by HARMONY 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 9,374 shares
    Change vs previous 13F -5,090 shares

    0.5% of the 13F portfolio, value $1,455,656.

    13F-HR 0001104659-25-106777 filed by HARMONY 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 14,464 shares
    Change vs previous 13F -334 shares

    0.78% of the 13F portfolio, value $2,071,030.

    13F-HR 0001104659-25-078435 filed by HARMONY 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 14,798 shares
    Change vs previous 13F -3,460 shares

    1.04% of the 13F portfolio, value $2,475,619.

    13F-HR 0001104659-25-043141 filed by HARMONY 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 18,258 shares
    Change vs previous 13F -3,948 shares

    1.05% of the 13F portfolio, value $2,644,524.

    13F-HR 0001104659-25-014410 filed by HARMONY 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 22,206 shares
    Change vs previous 13F not available

    1.2% of the 13F portfolio, value $3,270,320.

    13F-HR 0001104659-24-117939 filed by HARMONY ASSET MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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