Skip to content
Disclosery

West Oak Capital, LLC: CVX position timeline

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

West Oak Capital, LLC held 21,156 CVX shares at 2025-09-30 per its 13F-HR filed 2025-10-03.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 21,156 shares
    Change vs previous 13F -650 shares

    1.3% of the 13F portfolio, value $32,853.

    13F-HR 0001140361-25-037185 filed by West Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 21,806 shares
    Change vs previous 13F +3,072 shares

    1.22% of the 13F portfolio, value $31,224.

    13F-HR 0001140361-25-025806 filed by West Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 18,734 shares
    Change vs previous 13F -190 shares

    1.21% of the 13F portfolio, value $31,340.

    13F-HR 0001140361-25-014010 filed by West Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F/A 18,924 shares
    Change vs previous 13F +218 shares

    0.97% of the 13F portfolio, value $27,410.

    13F-HR/A 0001140361-25-000959 filed by West Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 18,706 shares
    Change vs previous 13F +895 shares

    0.51% of the 13F portfolio, value $27,548.

    13F-HR 0001140361-24-043643 filed by West Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 17,811 shares
    Change vs previous 13F -272 shares

    1.12% of the 13F portfolio, value $2,785,997.

    13F-HR 0001140361-24-034013 filed by West Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 18,083 shares
    Change vs previous 13F +140 shares

    1.21% of the 13F portfolio, value $2,852,000.

    13F-HR 0001140361-24-020456 filed by West Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 17,943 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $2,642,000.

    13F-HR 0001140361-24-002592 filed by West Oak Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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