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Disclosery

ADVISORY RESEARCH INC: CVX position timeline

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

ADVISORY RESEARCH INC held 5,556 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,556 shares
    Change vs previous 13F -10 shares

    0.09% of the 13F portfolio, value $920,963.

    13F-HR 0000902584-26-000007 filed by ADVISORY RESEARCH 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 5,566 shares
    Change vs previous 13F -2,215 shares

    0.14% of the 13F portfolio, value $1,151,605.

    13F-HR 0000902584-26-000003 filed by ADVISORY RESEARCH 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 7,781 shares
    Change vs previous 13F -1,053 shares

    0.15% of the 13F portfolio, value $1,185,902.

    13F-HR 0000902584-26-000002 filed by ADVISORY RESEARCH 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 8,834 shares
    Change vs previous 13F -375 shares

    0.18% of the 13F portfolio, value $1,371,832.

    13F-HR 0000902584-25-000004 filed by ADVISORY RESEARCH 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 9,209 shares
    Change vs previous 13F -227 shares

    0.2% of the 13F portfolio, value $1,318,637.

    13F-HR 0001085146-25-005021 filed by ADVISORY RESEARCH 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 9,436 shares
    Change vs previous 13F -487 shares

    0.28% of the 13F portfolio, value $1,578,548.

    13F-HR 0001085146-25-003120 filed by ADVISORY RESEARCH 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 9,923 shares
    Change vs previous 13F +142 shares

    0.24% of the 13F portfolio, value $1,437,247.

    13F-HR 0001085146-25-001329 filed by ADVISORY RESEARCH 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 9,781 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $1,440,448.

    13F-HR 0001085146-24-005704 filed by ADVISORY RESEARCH INC
    Filed (acceptance time not in the bulk data set), ingested

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