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HoyleCohen, LLC: CVX position timeline

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

HoyleCohen, LLC held 118,397 CVX shares at 2024-06-30 per its 13F-HR filed 2024-07-19.

the latest 13F is the newest step

  1. period ended2024-06-30
    13F 118,397 shares
    Change vs previous 13F -1,314 shares

    1.4% of the 13F portfolio, value $18,519,591.

    13F-HR 0001725547-24-003387 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-03-31
    13F 119,711 shares
    Change vs previous 13F +177 shares

    1.44% of the 13F portfolio, value $18,883,271.

    13F-HR 0001725547-24-002160 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-12-31
    13F 119,534 shares
    Change vs previous 13F +1,610 shares

    1.46% of the 13F portfolio, value $17,829,610.

    13F-HR 0001725547-24-000509 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-09-30
    13F 117,924 shares
    Change vs previous 13F +1,167 shares

    1.84% of the 13F portfolio, value $19,884,454.

    13F-HR 0001725547-23-001698 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-06-30
    13F 116,757 shares
    Change vs previous 13F -211 shares

    1.62% of the 13F portfolio, value $18,371,789.

    13F-HR 0001725547-23-000176 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-03-31
    13F 116,968 shares
    Change vs previous 13F +1,249 shares

    1.78% of the 13F portfolio, value $19,084,577.

    13F-HR 0001725547-23-000112 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-12-31
    13F 115,719 shares
    Change vs previous 13F not available

    2.07% of the 13F portfolio, value $20,770,490.

    13F-HR 0001725547-23-000068 filed by HoyleCohen, LLC
    Filed (acceptance time not in the bulk data set), ingested

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