Skip to content
Disclosery

WorthPointe, LLC: CVX position timeline

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

WorthPointe, LLC held 7,769 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,769 shares
    Change vs previous 13F +2,293 shares

    0.32% of the 13F portfolio, value $1,287,832.

    13F-HR 0001172661-26-002988 filed by WorthPointe, 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 5,476 shares
    Change vs previous 13F -111 shares

    0.31% of the 13F portfolio, value $1,133,048.

    13F-HR 0001172661-26-001733 filed by WorthPointe, 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 5,587 shares
    Change vs previous 13F +310 shares

    0.22% of the 13F portfolio, value $851,569.

    13F-HR 0001172661-26-000300 filed by WorthPointe, 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 5,277 shares
    Change vs previous 13F +179 shares

    0.31% of the 13F portfolio, value $819,501.

    13F-HR 0001172661-25-004324 filed by WorthPointe, 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 5,098 shares
    Change vs previous 13F -37 shares

    0.31% of the 13F portfolio, value $730,005.

    13F-HR 0001172661-25-002895 filed by WorthPointe, 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 5,135 shares
    Change vs previous 13F -4 shares

    0.39% of the 13F portfolio, value $859,035.

    13F-HR 0001172661-25-001581 filed by WorthPointe, 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 5,139 shares
    Change vs previous 13F +16 shares

    0.31% of the 13F portfolio, value $744,329.

    13F-HR 0001172661-25-000667 filed by WorthPointe, 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 5,123 shares
    Change vs previous 13F not available

    0.32% of the 13F portfolio, value $754,464.

    13F-HR 0001172661-24-004676 filed by WorthPointe, LLC
    Filed (acceptance time not in the bulk data set), ingested

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