Skip to content
Disclosery

Crestwood Advisors Group, LLC: CVX position timeline

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

Crestwood Advisors Group, LLC held 81,532 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 81,532 shares
    Change vs previous 13F -958 shares

    0.2% of the 13F portfolio, value $13,514,737.

    13F-HR 0001426853-26-000003 filed by Crestwood Advisors Group, 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 82,490 shares
    Change vs previous 13F +8,268 shares

    0.29% of the 13F portfolio, value $17,067,152.

    13F-HR 0001426853-26-000002 filed by Crestwood Advisors Group, 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 74,222 shares
    Change vs previous 13F -1,199 shares

    0.19% of the 13F portfolio, value $11,312,246.

    13F-HR 0001426853-26-000001 filed by Crestwood Advisors Group, 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 75,421 shares
    Change vs previous 13F +1,755 shares

    0.2% of the 13F portfolio, value $11,712,173.

    13F-HR 0001426853-25-000009 filed by Crestwood Advisors Group, 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 73,666 shares
    Change vs previous 13F -2,124 shares

    0.19% of the 13F portfolio, value $10,548,289.

    13F-HR 0001426853-25-000007 filed by Crestwood Advisors Group, 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 75,790 shares
    Change vs previous 13F +582 shares

    0.24% of the 13F portfolio, value $12,678,914.

    13F-HR 0001426853-25-000002 filed by Crestwood Advisors Group, 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 75,208 shares
    Change vs previous 13F -1,464 shares

    0.2% of the 13F portfolio, value $10,893,179.

    13F-HR 0001426853-25-000001 filed by Crestwood Advisors Group, 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 76,672 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $11,291,501.

    13F-HR 0001426853-24-000010 filed by Crestwood Advisors Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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