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STERLING INVESTMENT MANAGEMENT, LLC: CVX position timeline

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

STERLING INVESTMENT MANAGEMENT, LLC held 5,596 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,596 shares
    Change vs previous 13F -128 shares

    0.51% of the 13F portfolio, value $927,593.

    13F-HR 0001509873-26-000007 filed by STERLING INVESTMENT 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 5,724 shares
    Change vs previous 13F -109 shares

    0.71% of the 13F portfolio, value $1,184,296.

    13F-HR 0001509873-26-000003 filed by STERLING INVESTMENT 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 5,833 shares
    Change vs previous 13F +65 shares

    0.5% of the 13F portfolio, value $889,008.

    13F-HR 0001509873-26-000002 filed by STERLING INVESTMENT 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 5,768 shares
    Change vs previous 13F +5,768 shares

    0.54% of the 13F portfolio, value $895,713.

    13F-HR 0001509873-25-000007 filed by STERLING INVESTMENT 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 ended2025-03-31
    13F 0 shares
    Change vs previous 13F -6,208 shares

    13F-HR 0001509873-25-000003 filed by STERLING INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  6. period ended2024-12-31
    13F 6,208 shares
    Change vs previous 13F -102 shares

    0.71% of the 13F portfolio, value $899,167.

    13F-HR 0001509873-25-000002 filed by STERLING INVESTMENT 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 ended2024-09-30
    13F 6,310 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $929,273.

    13F-HR 0001509873-24-000007 filed by STERLING INVESTMENT MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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