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BOURGEON CAPITAL MANAGEMENT LLC: CVX position timeline

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

BOURGEON CAPITAL MANAGEMENT LLC held 19,416 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,416 shares
    Change vs previous 13F +3,917 shares

    0.48% of the 13F portfolio, value $3,218,397.

    13F-HR 0001019056-26-000113 filed by BOURGEON CAPITAL 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 15,499 shares
    Change vs previous 13F +1,102 shares

    0.56% of the 13F portfolio, value $3,206,744.

    13F-HR 0001019056-26-000074 filed by BOURGEON CAPITAL 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 14,397 shares
    Change vs previous 13F +630 shares

    0.36% of the 13F portfolio, value $2,194,247.

    13F-HR 0001019056-26-000006 filed by BOURGEON CAPITAL 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 13,767 shares
    Change vs previous 13F -74 shares

    0.39% of the 13F portfolio, value $2,137,878.

    13F-HR 0001019056-25-000222 filed by BOURGEON CAPITAL 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 13,841 shares
    Change vs previous 13F +1,097 shares

    0.39% of the 13F portfolio, value $1,981,893.

    13F-HR 0001019056-25-000188 filed by BOURGEON CAPITAL 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 12,744 shares
    Change vs previous 13F +875 shares

    0.46% of the 13F portfolio, value $2,131,944.

    13F-HR 0001019056-25-000163 filed by BOURGEON CAPITAL 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 11,869 shares
    Change vs previous 13F -73 shares

    0.32% of the 13F portfolio, value $1,719,106.

    13F-HR 0001019056-25-000017 filed by BOURGEON CAPITAL 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 11,942 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $1,758,699.

    13F-HR 0001019056-24-000299 filed by BOURGEON CAPITAL MANAGEMENT LLC
    Filed (acceptance time not in the bulk data set), ingested

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