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
- period ended2026-09-3013F 7,626 sharesChange 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 - period ended2026-06-3013F 1,664 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,688 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 1,597 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 1,422 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 2,110 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 2,698 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 2,695 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).