Advisors Capital Management, LLC: CVX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisors Capital Management, LLC on CVX, newest first. How the timeline and the estimate are built.
Advisors Capital Management, LLC held 554,410 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-11.
the latest 13F is the newest step
- period ended2026-06-3013F 554,410 sharesChange vs previous 13F -73,648 shares
0.97% of the 13F portfolio, value $91,899,165.
13F-HR 0002063364-26-000293 filed by Advisors Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 628,058 sharesChange vs previous 13F +21,158 shares
1.51% of the 13F portfolio, value $129,945,206.
13F-HR 0002063364-26-000145 filed by Advisors Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 606,900 sharesChange vs previous 13F +10,292 shares
1.09% of the 13F portfolio, value $92,497,653.
13F-HR 0002063364-26-000044 filed by Advisors Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 596,608 sharesChange vs previous 13F +30,955 shares
1.15% of the 13F portfolio, value $92,647,365.
13F-HR 0002063364-25-000276 filed by Advisors Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 565,653 sharesChange vs previous 13F -28,774 shares
1.11% of the 13F portfolio, value $80,995,906.
13F-HR 0002063364-25-000193 filed by Advisors Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 594,427 sharesChange vs previous 13F +32,021 shares
1.54% of the 13F portfolio, value $99,441,799.
13F-HR 0002063364-25-000095 filed by Advisors Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 562,406 sharesChange vs previous 13F +8,376 shares
1.28% of the 13F portfolio, value $81,458,951.
13F-HR 0001345576-25-000009 filed by Advisors Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 554,030 sharesChange vs previous 13F not available
1.33% of the 13F portfolio, value $81,592,000.
13F-HR 0001345576-24-000009 filed by Advisors Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).