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Sargent Investment Group, LLC: CVX position timeline

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

Sargent Investment Group, LLC held 33,273 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 33,273 shares
    Change vs previous 13F +1,266 shares

    0.66% of the 13F portfolio, value $5,515,385.

    13F-HR 0001765380-26-000337 filed by Sargent Investment Group, 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 32,007 shares
    Change vs previous 13F +706 shares

    0.87% of the 13F portfolio, value $6,622,156.

    13F-HR 0001765380-26-000194 filed by Sargent Investment Group, 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 31,301 shares
    Change vs previous 13F -308 shares

    0.6% of the 13F portfolio, value $4,770,625.

    13F-HR 0001766157-26-000001 filed by Sargent Investment Group, 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 31,609 shares
    Change vs previous 13F +1,890 shares

    0.7% of the 13F portfolio, value $4,908,588.

    13F-HR 0001766157-25-000005 filed by Sargent Investment Group, 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 29,719 shares
    Change vs previous 13F +3,209 shares

    0.61% of the 13F portfolio, value $4,540,533.

    13F-HR 0001765380-25-000374 filed by Sargent Investment Group, 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 26,510 shares
    Change vs previous 13F -1,536 shares

    0.71% of the 13F portfolio, value $4,434,891.

    13F-HR 0001951757-25-000503 filed by Sargent Investment Group, 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 28,046 shares
    Change vs previous 13F +8,631 shares

    0.71% of the 13F portfolio, value $4,356,946.

    13F-HR 0001951757-25-000136 filed by Sargent Investment Group, 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 19,415 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $2,859,247.

    13F-HR 0001951757-24-001179 filed by Sargent Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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