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Successful Portfolios LLC: CVX position timeline

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

Successful Portfolios LLC held 4,666 CVX shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,666 shares
    Change vs previous 13F -7 shares

    0.44% of the 13F portfolio, value $963,653.

    13F-HR 0001085146-26-000857 filed by Successful Portfolios LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 4,673 shares
    Change vs previous 13F -1 shares

    0.38% of the 13F portfolio, value $818,302.

    13F-HR 0001721780-26-000005 filed by Successful Portfolios 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 4,674 shares
    Change vs previous 13F -111 shares

    0.54% of the 13F portfolio, value $976,886.

    13F-HR 0001721780-26-000002 filed by Successful Portfolios 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 4,785 shares
    Change vs previous 13F +127 shares

    0.4% of the 13F portfolio, value $775,619.

    13F-HR 0001721780-26-000001 filed by Successful Portfolios 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 4,658 shares
    Change vs previous 13F +1,162 shares

    0.42% of the 13F portfolio, value $723,347.

    13F-HR 0001721780-25-000002 filed by Successful Portfolios 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 3,496 shares
    Change vs previous 13F +63 shares

    0.31% of the 13F portfolio, value $500,647.

    13F-HR 0001085146-25-003992 filed by Successful Portfolios 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 3,433 shares
    Change vs previous 13F +96 shares

    0.39% of the 13F portfolio, value $574,370.

    13F-HR 0001085146-25-002063 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 3,337 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $483,401.

    13F-HR 0001085146-25-000241 filed by Successful Portfolios LLC
    Filed (acceptance time not in the bulk data set), ingested

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