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STRATEGY ASSET MANAGERS LLC: CVX position timeline

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

STRATEGY ASSET MANAGERS LLC held 61,582 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 61,582 shares
    Change vs previous 13F -807 shares

    1.52% of the 13F portfolio, value $10,207,908.

    13F-HR 0001166716-26-000005 filed by STRATEGY ASSET MANAGERS 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 62,389 shares
    Change vs previous 13F -1,131 shares

    2.12% of the 13F portfolio, value $12,908,332.

    13F-HR 0001166716-26-000004 filed by STRATEGY ASSET MANAGERS 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 63,520 shares
    Change vs previous 13F +10,917 shares

    1.59% of the 13F portfolio, value $9,681,065.

    13F-HR 0001166716-26-000002 filed by STRATEGY ASSET MANAGERS 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 52,603 shares
    Change vs previous 13F +1,225 shares

    1.47% of the 13F portfolio, value $8,168,754.

    13F-HR 0001166716-25-000007 filed by STRATEGY ASSET MANAGERS 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 51,378 shares
    Change vs previous 13F +4,834 shares

    1.37% of the 13F portfolio, value $7,356,786.

    13F-HR 0001166716-25-000004 filed by STRATEGY ASSET MANAGERS 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 46,544 shares
    Change vs previous 13F +46 shares

    1.61% of the 13F portfolio, value $7,786,374.

    13F-HR 0001166716-25-000003 filed by STRATEGY ASSET MANAGERS 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 46,498 shares
    Change vs previous 13F -2,040 shares

    1.31% of the 13F portfolio, value $6,734,769.

    13F-HR 0001166716-25-000002 filed by STRATEGY ASSET MANAGERS 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 48,538 shares
    Change vs previous 13F not available

    1.37% of the 13F portfolio, value $7,148,170.

    13F-HR 0001166716-24-000005 filed by STRATEGY ASSET MANAGERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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