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Carlson Capital, L.P.: CVX position timeline

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

Carlson Capital, L.P. held 58,775 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 58,775 shares
    Change vs previous 13F +46,062 shares

    2.01% of the 13F portfolio, value $9,742,544.

    13F-HR 0001056973-26-000010 filed by Carlson Capital, L.P.
    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 12,713 shares
    Change vs previous 13F +3,213 shares

    1.04% of the 13F portfolio, value $2,630,320.

    13F-HR 0001056973-26-000005 filed by Carlson Capital, L.P.
    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 9,500 shares
    Change vs previous 13F +5,000 shares

    0.7% of the 13F portfolio, value $1,447,895.

    13F-HR 0001056973-26-000003 filed by Carlson Capital, L.P.
    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 4,500 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $698,805.

    13F-HR 0001056973-25-000017 filed by Carlson Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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