CSM Advisors, LLC: CVX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CSM Advisors, LLC on CVX, newest first. How the timeline and the estimate are built.
CSM Advisors, LLC held 227,111 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 227,111 sharesChange vs previous 13F +17,138 shares
0.8% of the 13F portfolio, value $37,643,000.
13F-HR 0001863523-26-000003 filed by CSM Advisors, 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 209,973 sharesChange vs previous 13F -48,120 shares
1.07% of the 13F portfolio, value $43,443,000.
13F-HR 0001863523-26-000002 filed by CSM Advisors, 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 258,093 sharesChange vs previous 13F -25,445 shares
1.07% of the 13F portfolio, value $39,336,000.
13F-HR 0001863523-26-000001 filed by CSM Advisors, 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 283,538 sharesChange vs previous 13F +174,172 shares
1.23% of the 13F portfolio, value $44,031,000.
13F-HR 0001863523-25-000010 filed by CSM Advisors, 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 109,366 sharesChange vs previous 13F +3,430 shares
0.46% of the 13F portfolio, value $15,657,000.
13F-HR 0001863523-25-000009 filed by CSM Advisors, 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 105,936 sharesChange vs previous 13F -1,630 shares
0.97% of the 13F portfolio, value $17,722,000.
13F-HR 0001863523-25-000006 filed by CSM Advisors, 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/A 107,566 sharesChange vs previous 13F +16,855 shares
0.73% of the 13F portfolio, value $15,578,000.
13F-HR/A 0001863523-25-000002 filed by CSM Advisors, 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 90,711 sharesChange vs previous 13F not available
0.87% of the 13F portfolio, value $13,360,000.
13F-HR 0001863523-24-000006 filed by CSM Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).