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CARY STREET PARTNERS ASSET MANAGEMENT LLC: CVX position timeline

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

CARY STREET PARTNERS ASSET MANAGEMENT LLC held 90,838 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 90,838 shares
    Change vs previous 13F +1,584 shares

    0.3% of the 13F portfolio, value $15,057,469.

    13F-HR 0001475045-26-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 83,566 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 7,272 shares

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

  2. period ended2026-03-31
    13F 89,254 shares
    Change vs previous 13F -416 shares

    0.42% of the 13F portfolio, value $18,466,644.

    13F-HR 0001475045-26-000003 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 82,679 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 6,575 shares

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

  3. period ended2025-12-31
    13F 89,670 shares
    Change vs previous 13F +6,212 shares

    0.31% of the 13F portfolio, value $13,666,704.

    13F-HR 0001475045-26-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 83,824 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 5,846 shares

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

  4. period ended2025-09-30
    13F 83,458 shares
    Change vs previous 13F +1,346 shares

    0.32% of the 13F portfolio, value $12,960,299.

    13F-HR 0001475045-25-000010 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 77,380 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 6,078 shares

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

  5. period ended2025-06-30
    13F 82,112 shares
    Change vs previous 13F -8,910 shares

    0.31% of the 13F portfolio, value $11,757,603.

    13F-HR 0001475045-25-000006 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 76,926 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 5,186 shares

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

  6. period ended2025-03-31
    13F 91,022 shares
    Change vs previous 13F +23,050 shares

    0.46% of the 13F portfolio, value $15,227,004.

    13F-HR 0001475045-25-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 85,528 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 5,494 shares

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

  7. period ended2024-12-31
    13F 67,972 shares
    Change vs previous 13F +3,263 shares

    0.31% of the 13F portfolio, value $9,845,098.

    13F-HR 0001475045-25-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS FINANCIAL LLC: 63,672 shares
    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 4,300 shares

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

  8. period ended2024-09-30
    13F 64,709 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $9,529,454.

    13F-HR 0001766904-24-000010 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
    Filed (acceptance time not in the bulk data set), ingested

    • CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 64,709 shares
    • CARY STREET PARTNERS ASSET MANAGEMENT LLC: 3,421 shares (included in another member's report, not added)

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