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NWAM LLC: CVX position timeline

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

NWAM LLC held 23,553 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 23,553 shares
    Change vs previous 13F +3,356 shares

    0.2% of the 13F portfolio, value $3,904,211.

    13F-HR 0001655006-26-000005 filed by NWAM 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 20,197 shares
    Change vs previous 13F -1,262 shares

    0.24% of the 13F portfolio, value $4,178,755.

    13F-HR 0001655006-26-000004 filed by NWAM 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 21,459 shares
    Change vs previous 13F +335 shares

    0.2% of the 13F portfolio, value $3,571,602.

    13F-HR 0001655006-26-000001 filed by NWAM 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/A 21,124 shares
    Change vs previous 13F -669 shares

    0.18% of the 13F portfolio, value $3,264,431.

    13F-HR/A 0001655006-26-000002 filed by NWAM 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/A 21,793 shares
    Change vs previous 13F +2,132 shares

    0.19% of the 13F portfolio, value $3,291,255.

    13F-HR/A 0001655006-26-000003 filed by NWAM 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 19,661 shares
    Change vs previous 13F -2,279 shares

    0.28% of the 13F portfolio, value $3,289,066.

    13F-HR 0001085146-25-002583 filed by NWAM 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 21,940 shares
    Change vs previous 13F +148 shares

    0.2% of the 13F portfolio, value $3,177,846.

    13F-HR 0001085146-25-000766 filed by NWAM 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 21,792 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $3,209,354.

    13F-HR 0001085146-24-005501 filed by NWAM LLC
    Filed (acceptance time not in the bulk data set), ingested

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