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Disclosery

Shamrock Asset Management LLC: CVX position timeline

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

Shamrock Asset Management LLC held 12,508 CVX shares at 2019-09-30 per its 13F-HR filed 2019-11-13.

the latest 13F is the newest step

  1. period ended2019-09-30
    13F 12,508 shares
    Change vs previous 13F -630 shares

    1.15% of the 13F portfolio, value $1,483,000.

    13F-HR 0001062993-19-004348 filed by Shamrock 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 ended2019-06-30
    13F 13,138 shares
    Change vs previous 13F +324 shares

    1.16% of the 13F portfolio, value $1,635,000.

    13F-HR 0001062993-19-003246 filed by Shamrock 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 ended2019-03-31
    13F 12,814 shares
    Change vs previous 13F -76 shares

    1.25% of the 13F portfolio, value $1,578,000.

    13F-HR 0001062993-19-001943 filed by Shamrock 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 ended2018-12-31
    13F 12,890 shares
    Change vs previous 13F -17 shares

    2.12% of the 13F portfolio, value $1,402,000.

    13F-HR 0001062993-19-000547 filed by Shamrock 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 ended2018-09-30
    13F 12,907 shares
    Change vs previous 13F 0 shares

    1% of the 13F portfolio, value $1,578,000.

    13F-HR 0001062993-18-004179 filed by Shamrock 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 ended2018-06-30
    13F 12,907 shares
    Change vs previous 13F 0 shares

    0.99% of the 13F portfolio, value $1,632,000.

    13F-HR 0001062993-18-002866 filed by Shamrock 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 ended2018-03-31
    13F 12,907 shares
    Change vs previous 13F -627 shares

    0.99% of the 13F portfolio, value $1,656,000.

    13F-HR 0001062993-18-002406 filed by Shamrock 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 ended2017-12-31
    13F 13,534 shares
    Change vs previous 13F not available

    1.01% of the 13F portfolio, value $1,694,000.

    13F-HR 0001062993-18-000261 filed by Shamrock Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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