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Disclosery

Yoffe Investment Management, LLC: CVX position timeline

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

Yoffe Investment Management, LLC held 2,927 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,927 shares
    Change vs previous 13F 0 shares

    0.56% of the 13F portfolio, value $485,099.

    13F-HR 0002056336-26-000007 filed by Yoffe Investment Management, 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 2,927 shares
    Change vs previous 13F 0 shares

    0.78% of the 13F portfolio, value $605,496.

    13F-HR 0002056336-26-000004 filed by Yoffe Investment 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 ended2025-12-31
    13F 2,927 shares
    Change vs previous 13F -46 shares

    0.57% of the 13F portfolio, value $446,030.

    13F-HR 0002056336-26-000002 filed by Yoffe Investment 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 ended2025-09-30
    13F 2,973 shares
    Change vs previous 13F +1 shares

    0.6% of the 13F portfolio, value $461,656.

    13F-HR 0002056336-25-000005 filed by Yoffe Investment 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 ended2025-06-30
    13F 2,972 shares
    Change vs previous 13F +1 shares

    0.58% of the 13F portfolio, value $425,612.

    13F-HR 0002056336-25-000003 filed by Yoffe Investment 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 ended2025-03-31
    13F 2,971 shares
    Change vs previous 13F 0 shares

    0.73% of the 13F portfolio, value $497,156.

    13F-HR 0001172661-25-001503 filed by Yoffe Investment 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 ended2024-12-31
    13F/A 2,971 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $430,369.

    13F-HR/A 0001172661-25-001342 filed by Yoffe Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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