CLIFFORD SWAN INVESTMENT COUNSEL LLC: CVX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CLIFFORD SWAN INVESTMENT COUNSEL LLC on CVX, newest first. How the timeline and the estimate are built.
CLIFFORD SWAN INVESTMENT COUNSEL LLC held 305,061 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-20.
the latest 13F is the newest step
- period ended2026-06-3013F 305,061 sharesChange vs previous 13F -6,413 shares
1.63% of the 13F portfolio, value $50,566,966.
13F-HR 0001034642-26-000003 filed by CLIFFORD SWAN INVESTMENT COUNSEL 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 311,474 sharesChange vs previous 13F -2,169 shares
2.19% of the 13F portfolio, value $64,444,038.
13F-HR 0001034642-26-000002 filed by CLIFFORD SWAN INVESTMENT COUNSEL 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 313,643 sharesChange vs previous 13F -5,655 shares
1.59% of the 13F portfolio, value $47,802,302.
13F-HR 0001034642-26-000001 filed by CLIFFORD SWAN INVESTMENT COUNSEL 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 319,298 sharesChange vs previous 13F -639 shares
1.65% of the 13F portfolio, value $49,583,840.
13F-HR 0001034642-25-000008 filed by CLIFFORD SWAN INVESTMENT COUNSEL 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 319,937 sharesChange vs previous 13F -4,005 shares
1.62% of the 13F portfolio, value $45,811,858.
13F-HR 0001034642-25-000003 filed by CLIFFORD SWAN INVESTMENT COUNSEL 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 323,942 sharesChange vs previous 13F -2,848 shares
2% of the 13F portfolio, value $54,192,302.
13F-HR 0001034642-25-000002 filed by CLIFFORD SWAN INVESTMENT COUNSEL 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 326,790 sharesChange vs previous 13F -2,556 shares
1.7% of the 13F portfolio, value $47,332,314.
13F-HR 0001034642-25-000001 filed by CLIFFORD SWAN INVESTMENT COUNSEL 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 329,346 sharesChange vs previous 13F not available
1.72% of the 13F portfolio, value $48,502,753.
13F-HR 0001034642-24-000012 filed by CLIFFORD SWAN INVESTMENT COUNSEL LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).