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Worth Asset Management, LLC: CVX position timeline

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

Worth Asset Management, LLC held 7,626 CVX shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 7,626 shares
    Change vs previous 13F +5,962 shares

    0.45% of the 13F portfolio, value $1,557,387.

    13F-HR 0001927285-26-000007 filed by Worth Asset Management, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,664 shares
    Change vs previous 13F -3,024 shares

    0.09% of the 13F portfolio, value $275,824.

    13F-HR 0001927285-26-000005 filed by Worth 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 ended2026-03-31
    13F 4,688 shares
    Change vs previous 13F +3,091 shares

    0.36% of the 13F portfolio, value $969,896.

    13F-HR 0001927285-26-000003 filed by Worth 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 ended2025-12-31
    13F 1,597 shares
    Change vs previous 13F +175 shares

    0.1% of the 13F portfolio, value $243,471.

    13F-HR 0001927285-26-000001 filed by Worth 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 ended2025-09-30
    13F 1,422 shares
    Change vs previous 13F -688 shares

    0.1% of the 13F portfolio, value $220,849.

    13F-HR 0001927285-25-000006 filed by Worth 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 ended2025-06-30
    13F 2,110 shares
    Change vs previous 13F -588 shares

    0.15% of the 13F portfolio, value $302,116.

    13F-HR 0001927285-25-000005 filed by Worth 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 ended2025-03-31
    13F 2,698 shares
    Change vs previous 13F +3 shares

    0.25% of the 13F portfolio, value $451,220.

    13F-HR 0001927285-25-000002 filed by Worth 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 ended2024-12-31
    13F 2,695 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $390,390.

    13F-HR 0001927285-25-000001 filed by Worth Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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