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LYELL WEALTH MANAGEMENT, LP: CVX position timeline

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

LYELL WEALTH MANAGEMENT, LP held 23,112 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,112 shares
    Change vs previous 13F -1,846 shares

    0.24% of the 13F portfolio, value $3,831,054.

    13F-HR 0001104659-26-090824 filed by LYELL WEALTH MANAGEMENT, LP
    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 24,958 shares
    Change vs previous 13F -1,265 shares

    0.38% of the 13F portfolio, value $5,163,853.

    13F-HR 0001104659-26-056835 filed by LYELL WEALTH MANAGEMENT, LP
    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 26,223 shares
    Change vs previous 13F +1,217 shares

    0.29% of the 13F portfolio, value $3,996,720.

    13F-HR 0001104659-26-013572 filed by LYELL WEALTH MANAGEMENT, LP
    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 25,006 shares
    Change vs previous 13F -3,175 shares

    0.29% of the 13F portfolio, value $3,883,120.

    13F-HR 0001104659-25-107812 filed by LYELL WEALTH MANAGEMENT, LP
    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 28,181 shares
    Change vs previous 13F -18,277 shares

    0.32% of the 13F portfolio, value $4,035,213.

    13F-HR 0001104659-25-071730 filed by LYELL WEALTH MANAGEMENT, LP
    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 46,458 shares
    Change vs previous 13F -1,295 shares

    0.73% of the 13F portfolio, value $7,771,959.

    13F-HR 0001104659-25-046030 filed by LYELL WEALTH MANAGEMENT, LP
    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 47,753 shares
    Change vs previous 13F -4,356 shares

    0.62% of the 13F portfolio, value $6,916,545.

    13F-HR 0001104659-25-008208 filed by LYELL WEALTH MANAGEMENT, LP
    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 52,109 shares
    Change vs previous 13F not available

    0.7% of the 13F portfolio, value $7,674,092.

    13F-HR 0001104659-24-110780 filed by LYELL WEALTH MANAGEMENT, LP
    Filed (acceptance time not in the bulk data set), ingested

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