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Disclosery

CWM, LLC: CVX position timeline

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

CWM, LLC held 398,906 CVX shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 398,906 shares
    Change vs previous 13F +39,097 shares

    0.22% of the 13F portfolio, value $82,533,570.

    13F-HR 0001580642-26-003177 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 359,809 shares
    Change vs previous 13F +4,522 shares

    0.15% of the 13F portfolio, value $54,839,000.

    13F-HR 0001580642-26-000404 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 355,287 shares
    Change vs previous 13F +57,683 shares

    0.17% of the 13F portfolio, value $55,173,000.

    13F-HR 0001580642-25-006592 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 297,604 shares
    Change vs previous 13F +1,749 shares

    0.15% of the 13F portfolio, value $42,614,000.

    13F-HR 0001580642-25-004473 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 295,855 shares
    Change vs previous 13F +15,352 shares

    0.2% of the 13F portfolio, value $49,494,000.

    13F-HR 0001580642-25-002731 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 280,503 shares
    Change vs previous 13F +23,798 shares

    0.17% of the 13F portfolio, value $40,628,000.

    13F-HR 0001580642-25-000735 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 256,705 shares
    Change vs previous 13F +10,337 shares

    0.16% of the 13F portfolio, value $37,805,000.

    13F-HR 0001580642-24-006078 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 246,368 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $38,537,000.

    13F-HR 0001580642-24-003600 filed by CWM, LLC
    Filed (acceptance time not in the bulk data set), ingested

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