Skip to content
Disclosery

Advisors Asset Management, Inc.: CVX position timeline

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

Advisors Asset Management, Inc. held 198,177 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 198,177 shares
    Change vs previous 13F +5,923 shares

    0.5% of the 13F portfolio, value $32,849,820.

    13F-HR 0002000324-26-003377 filed by Advisors Asset Management, Inc.
    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 192,254 shares
    Change vs previous 13F -834 shares

    0.66% of the 13F portfolio, value $39,777,353.

    13F-HR 0002000324-26-001941 filed by Advisors Asset Management, Inc.
    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/A 193,088 shares
    Change vs previous 13F -4,636 shares

    0.49% of the 13F portfolio, value $29,428,542.

    13F-HR/A 0001999371-26-018409 filed by Advisors Asset Management, Inc.
    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/A 197,724 shares
    Change vs previous 13F +6,680 shares

    0.52% of the 13F portfolio, value $30,704,560.

    13F-HR/A 0001999371-26-018670 filed by Advisors Asset Management, Inc.
    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/A 191,044 shares
    Change vs previous 13F +312 shares

    0.49% of the 13F portfolio, value $27,355,590.

    13F-HR/A 0001999371-26-018459 filed by Advisors Asset Management, Inc.
    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/A 190,732 shares
    Change vs previous 13F -6,765 shares

    0.6% of the 13F portfolio, value $31,907,556.

    13F-HR/A 0001999371-26-018777 filed by Advisors Asset Management, Inc.
    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 197,497 shares
    Change vs previous 13F -7,433 shares

    0.53% of the 13F portfolio, value $28,605,465.

    13F-HR/A 0001999371-26-018448 filed by Advisors Asset Management, Inc.
    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/A 204,930 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $30,180,041.

    13F-HR/A 0001999371-26-018452 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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