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Perennial Advisors, LLC: CVX position timeline

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

Perennial Advisors, LLC held 3,547 CVX shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 3,547 shares
    Change vs previous 13F -15 shares

    0.11% of the 13F portfolio, value $724,333.

    13F-HR 0001697360-26-000005 filed by Perennial Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,562 shares
    Change vs previous 13F -364 shares

    0.09% of the 13F portfolio, value $590,438.

    13F-HR 0001697360-26-000003 filed by Perennial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 3,926 shares
    Change vs previous 13F -1 shares

    0.14% of the 13F portfolio, value $812,340.

    13F-HR 0001697360-26-000002 filed by Perennial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 3,927 shares
    Change vs previous 13F -262 shares

    0.1% of the 13F portfolio, value $598,571.

    13F-HR 0001697360-26-000001 filed by Perennial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 4,189 shares
    Change vs previous 13F -906 shares

    0.11% of the 13F portfolio, value $650,562.

    13F-HR 0001697360-25-000006 filed by Perennial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 5,095 shares
    Change vs previous 13F -89 shares

    0.14% of the 13F portfolio, value $729,603.

    13F-HR 0001697360-25-000003 filed by Perennial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 5,184 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $867,280.

    13F-HR 0001697360-25-000002 filed by Perennial Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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