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Aureus Asset Management, LLC: CVX position timeline

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

Aureus Asset Management, LLC held 7,326 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 7,326 shares
    Change vs previous 13F 0 shares

    0.07% of the 13F portfolio, value $1,214,358.

    13F-HR 0001398344-26-014481 filed by Aureus Asset Management, LLC
    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 7,326 shares
    Change vs previous 13F -118 shares

    0.1% of the 13F portfolio, value $1,515,749.

    13F-HR 0001381296-26-000002 filed by Aureus Asset Management, LLC
    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 7,444 shares
    Change vs previous 13F +1,088 shares

    0.07% of the 13F portfolio, value $1,134,540.

    13F-HR 0001381296-26-000001 filed by Aureus Asset Management, LLC
    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 6,356 shares
    Change vs previous 13F -500 shares

    0.06% of the 13F portfolio, value $987,023.

    13F-HR 0001381296-25-000005 filed by Aureus Asset Management, LLC
    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 6,856 shares
    Change vs previous 13F -1,385 shares

    0.06% of the 13F portfolio, value $981,711.

    13F-HR 0001381296-25-000003 filed by Aureus Asset Management, LLC
    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 8,241 shares
    Change vs previous 13F -200 shares

    0.1% of the 13F portfolio, value $1,378,637.

    13F-HR 0001381296-25-000002 filed by Aureus Asset Management, LLC
    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 8,441 shares
    Change vs previous 13F +1,308 shares

    0.08% of the 13F portfolio, value $1,222,594.

    13F-HR 0001381296-25-000001 filed by Aureus Asset Management, LLC
    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 7,133 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $1,050,477.

    13F-HR 0001381296-24-000004 filed by Aureus Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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