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Hennion & Walsh Asset Management, Inc.: CVX position timeline

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

Hennion & Walsh Asset Management, Inc. held 26,484 CVX shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 26,484 shares
    Change vs previous 13F -2,668 shares

    0.16% of the 13F portfolio, value $5,408,298.

    13F-HR 0002000324-26-005579 filed by Hennion & Walsh Asset Management, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 29,152 shares
    Change vs previous 13F -735 shares

    0.14% of the 13F portfolio, value $4,832,236.

    13F-HR 0002000324-26-002845 filed by Hennion & Walsh Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 29,887 shares
    Change vs previous 13F -1,178 shares

    0.21% of the 13F portfolio, value $6,183,620.

    13F-HR 0002000324-26-001898 filed by Hennion & Walsh Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 31,065 shares
    Change vs previous 13F -5,169 shares

    0.16% of the 13F portfolio, value $4,734,617.

    13F-HR 0002000324-26-000109 filed by Hennion & Walsh Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 36,234 shares
    Change vs previous 13F +52 shares

    0.2% of the 13F portfolio, value $5,626,778.

    13F-HR 0002000324-25-003954 filed by Hennion & Walsh Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 36,182 shares
    Change vs previous 13F -454 shares

    0.21% of the 13F portfolio, value $5,180,901.

    13F-HR 0002000324-25-002684 filed by Hennion & Walsh Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 36,636 shares
    Change vs previous 13F -3,104 shares

    0.27% of the 13F portfolio, value $6,128,836.

    13F-HR 0002000324-25-001387 filed by Hennion & Walsh Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 39,740 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $5,755,942.

    13F-HR 0002000324-25-000017 filed by Hennion & Walsh Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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