Skip to content
Disclosery

Gradient Investments LLC: CVX position timeline

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

Gradient Investments LLC held 285,053 CVX shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 285,053 shares
    Change vs previous 13F -39,850 shares

    0.83% of the 13F portfolio, value $58,210,737.

    13F-HR 0001542265-26-000006 filed by Gradient Investments LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 324,903 shares
    Change vs previous 13F +16,469 shares

    0.74% of the 13F portfolio, value $53,855,906.

    13F-HR 0001542265-26-000005 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 308,434 shares
    Change vs previous 13F -30,873 shares

    0.99% of the 13F portfolio, value $63,814,960.

    13F-HR 0001542265-26-000003 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 339,307 shares
    Change vs previous 13F +9,102 shares

    0.82% of the 13F portfolio, value $51,713,756.

    13F-HR 0001542265-26-000001 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 330,205 shares
    Change vs previous 13F +12,800 shares

    0.86% of the 13F portfolio, value $51,277,488.

    13F-HR 0001542265-25-000007 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 317,405 shares
    Change vs previous 13F +28,496 shares

    0.83% of the 13F portfolio, value $45,449,251.

    13F-HR 0001542265-25-000004 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 288,909 shares
    Change vs previous 13F +19,302 shares

    0.97% of the 13F portfolio, value $48,331,588.

    13F-HR 0001542265-25-000003 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 269,607 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $39,049,852.

    13F-HR 0001542265-25-000001 filed by Gradient Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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