Hofer & Associates. Inc: CVX position timeline

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

Hofer & Associates. Inc held 1,989 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

period ended2026-06-30
13F 1,989 shares
Change vs previous 13F -10 shares
0.16% of the 13F portfolio, value $329,625.
13F-HR 0001754960-26-000570 filed by Hofer & Associates. Inc
Filed 2026-07-21 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 1,999 shares
Change vs previous 13F +87 shares
0.22% of the 13F portfolio, value $413,571.
13F-HR 0001754960-26-000295 filed by Hofer & Associates. Inc
Filed 2026-04-22 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 1,912 shares
Change vs previous 13F +136 shares
0.15% of the 13F portfolio, value $291,443.
13F-HR 0001754960-26-000069 filed by Hofer & Associates. Inc
Filed 2026-01-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 1,776 shares
Change vs previous 13F +126 shares
0.16% of the 13F portfolio, value $275,743.
13F-HR 0001754960-25-000695 filed by Hofer & Associates. Inc
Filed 2025-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 1,650 shares
Change vs previous 13F -192 shares
0.15% of the 13F portfolio, value $236,319.
13F-HR 0001754960-25-000370 filed by Hofer & Associates. Inc
Filed 2025-07-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 1,842 shares
Change vs previous 13F +96 shares
0.21% of the 13F portfolio, value $308,149.
13F-HR 0001754960-25-000236 filed by Hofer & Associates. Inc
Filed 2025-04-23 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 1,746 shares
Change vs previous 13F +94 shares
0.17% of the 13F portfolio, value $252,858.
13F-HR 0001754960-25-000061 filed by Hofer & Associates. Inc
Filed 2025-01-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 1,652 shares
Change vs previous 13F not available
0.17% of the 13F portfolio, value $243,346.
13F-HR 0001754960-24-000518 filed by Hofer & Associates. Inc
Filed 2024-10-21 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).