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Disclosery

Cohen Investment Advisors LLC: CVX position timeline

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

Cohen Investment Advisors LLC held 26,334 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,334 shares
    Change vs previous 13F -160 shares

    1.96% of the 13F portfolio, value $4,365,124.

    13F-HR 0001845081-26-000004 filed by Cohen Investment Advisors 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 26,494 shares
    Change vs previous 13F +151 shares

    2.6% of the 13F portfolio, value $5,481,608.

    13F-HR 0001845081-26-000002 filed by Cohen Investment Advisors 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 26,343 shares
    Change vs previous 13F +1,002 shares

    1.85% of the 13F portfolio, value $4,014,937.

    13F-HR 0001845081-26-000001 filed by Cohen Investment Advisors 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 25,341 shares
    Change vs previous 13F +958 shares

    1.91% of the 13F portfolio, value $3,935,204.

    13F-HR 0001085146-25-005935 filed by Cohen Investment Advisors 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 24,383 shares
    Change vs previous 13F +2,431 shares

    1.82% of the 13F portfolio, value $3,491,402.

    13F-HR 0001085146-25-004065 filed by Cohen Investment Advisors 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/A 21,952 shares
    Change vs previous 13F +2,402 shares

    2.13% of the 13F portfolio, value $3,672,350.

    13F-HR/A 0001085146-25-002413 filed by Cohen Investment Advisors 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 19,550 shares
    Change vs previous 13F +474 shares

    1.71% of the 13F portfolio, value $2,831,622.

    13F-HR 0001085146-25-000211 filed by Cohen Investment Advisors 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 19,076 shares
    Change vs previous 13F not available

    1.72% of the 13F portfolio, value $2,809,323.

    13F-HR 0001085146-24-004684 filed by Cohen Investment Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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