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Altrius Capital Management Inc: CVX position timeline

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

Altrius Capital Management Inc held 33,885 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 33,885 shares
    Change vs previous 13F +423 shares

    1.07% of the 13F portfolio, value $5,616,869.

    13F-HR 0001940646-26-000007 filed by Altrius Capital 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 33,462 shares
    Change vs previous 13F -162 shares

    1.38% of the 13F portfolio, value $6,923,390.

    13F-HR 0001940646-26-000004 filed by Altrius Capital 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 33,624 shares
    Change vs previous 13F +819 shares

    1.09% of the 13F portfolio, value $5,124,736.

    13F-HR 0001940646-26-000001 filed by Altrius Capital 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 32,805 shares
    Change vs previous 13F +649 shares

    1.16% of the 13F portfolio, value $5,094,341.

    13F-HR 0001940646-25-000010 filed by Altrius Capital 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 32,156 shares
    Change vs previous 13F +450 shares

    1.08% of the 13F portfolio, value $4,604,440.

    13F-HR 0001940646-25-000008 filed by Altrius Capital 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 31,706 shares
    Change vs previous 13F +113 shares

    1.29% of the 13F portfolio, value $5,304,249.

    13F-HR 0001940646-25-000007 filed by Altrius Capital 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 31,593 shares
    Change vs previous 13F -287 shares

    1.23% of the 13F portfolio, value $4,576,049.

    13F-HR 0001940646-25-000002 filed by Altrius Capital 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 31,880 shares
    Change vs previous 13F not available

    1.18% of the 13F portfolio, value $4,695,084.

    13F-HR 0001940646-24-000008 filed by Altrius Capital Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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