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Commonwealth Retirement Investments LLC: CVX position timeline

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

Commonwealth Retirement Investments LLC held 57,873 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 57,873 shares
    Change vs previous 13F +8,200 shares

    2.6% of the 13F portfolio, value $9,593,067.

    13F-HR 0001963787-26-000004 filed by Commonwealth Retirement Investments 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 49,673 shares
    Change vs previous 13F +3,053 shares

    3.19% of the 13F portfolio, value $10,277,440.

    13F-HR 0001963787-26-000003 filed by Commonwealth Retirement Investments 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 46,620 shares
    Change vs previous 13F -6,561 shares

    2.29% of the 13F portfolio, value $7,105,309.

    13F-HR 0001963787-26-000001 filed by Commonwealth Retirement Investments 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 53,181 shares
    Change vs previous 13F +845 shares

    2.81% of the 13F portfolio, value $8,258,454.

    13F-HR 0001963787-25-000007 filed by Commonwealth Retirement Investments 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 52,336 shares
    Change vs previous 13F -1,592 shares

    2.85% of the 13F portfolio, value $7,493,997.

    13F-HR 0001963787-25-000004 filed by Commonwealth Retirement Investments 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 53,928 shares
    Change vs previous 13F +16,320 shares

    3.67% of the 13F portfolio, value $9,021,690.

    13F-HR 0001963787-25-000003 filed by Commonwealth Retirement Investments 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 37,608 shares
    Change vs previous 13F -11,258 shares

    2.24% of the 13F portfolio, value $5,447,095.

    13F-HR 0001963787-25-000001 filed by Commonwealth Retirement Investments 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 48,866 shares
    Change vs previous 13F not available

    3.02% of the 13F portfolio, value $7,196,486.

    13F-HR 0001963787-24-000005 filed by Commonwealth Retirement Investments LLC
    Filed (acceptance time not in the bulk data set), ingested

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