Applied Finance Capital Management, LLC: CVX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Applied Finance Capital Management, LLC on CVX, newest first. How the timeline and the estimate are built.
Applied Finance Capital Management, LLC held 4,986 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-28.
the latest 13F is the newest step
- period ended2026-06-3013F 4,986 sharesChange vs previous 13F -1,091 shares
0.06% of the 13F portfolio, value $826,479.
13F-HR 0001398344-26-012840 filed by Applied Finance 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 6,077 sharesChange vs previous 13F +239 shares
0.09% of the 13F portfolio, value $1,257,331.
13F-HR 0001398344-26-008142 filed by Applied Finance 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 5,838 sharesChange vs previous 13F -402 shares
0.06% of the 13F portfolio, value $889,770.
13F-HR 0001398344-26-002284 filed by Applied Finance 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 6,240 sharesChange vs previous 13F -75,709 shares
0.07% of the 13F portfolio, value $969,298.
13F-HR 0001398344-25-020421 filed by Applied Finance 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 81,949 sharesChange vs previous 13F -1,225 shares
0.8% of the 13F portfolio, value $11,734,507.
13F-HR 0001398344-25-013981 filed by Applied Finance 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 83,174 sharesChange vs previous 13F -96,641 shares
1.02% of the 13F portfolio, value $13,914,204.
13F-HR 0001398344-25-008845 filed by Applied Finance 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 179,815 sharesChange vs previous 13F +2,755 shares
1.13% of the 13F portfolio, value $26,044,383.
13F-HR 0001398344-25-002620 filed by Applied Finance 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/A 177,060 sharesChange vs previous 13F not available
1.11% of the 13F portfolio, value $26,075,593.
13F-HR/A 0001398344-24-020254 filed by Applied Finance Capital Management, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).