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Disclosery

Oak Asset Management, LLC: CVX position timeline

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

Oak Asset Management, LLC held 77,991 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 77,991 shares
    Change vs previous 13F -752 shares

    4.16% of the 13F portfolio, value $12,927,788.

    13F-HR 0001726375-26-000003 filed by Oak Asset Management, 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 78,743 shares
    Change vs previous 13F -655 shares

    5.61% of the 13F portfolio, value $16,291,927.

    13F-HR 0001726375-26-000002 filed by Oak Asset Management, 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 79,398 shares
    Change vs previous 13F +839 shares

    4.13% of the 13F portfolio, value $12,101,049.

    13F-HR 0001726375-26-000001 filed by Oak Asset Management, 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 78,559 shares
    Change vs previous 13F -3,173 shares

    4.17% of the 13F portfolio, value $12,199,427.

    13F-HR 0001726375-25-000003 filed by Oak Asset Management, 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 81,732 shares
    Change vs previous 13F +160 shares

    4.19% of the 13F portfolio, value $11,703,205.

    13F-HR 0001085146-25-003766 filed by Oak Asset Management, 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 81,572 shares
    Change vs previous 13F +79 shares

    5% of the 13F portfolio, value $13,646,180.

    13F-HR 0001085146-25-002040 filed by Oak Asset Management, 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 81,493 shares
    Change vs previous 13F -146 shares

    4.37% of the 13F portfolio, value $11,803,446.

    13F-HR 0001085146-25-000173 filed by Oak Asset Management, 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 81,639 shares
    Change vs previous 13F not available

    4.26% of the 13F portfolio, value $12,022,976.

    13F-HR 0001085146-24-004681 filed by Oak Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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