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Disclosery

Curi Capital, LLC: CVX position timeline

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

Curi Capital, LLC held 178,117 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 178,117 shares
    Change vs previous 13F +33,111 shares

    0.46% of the 13F portfolio, value $29,524,766.

    13F-HR 0001172661-26-003671 filed by Curi Capital, 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 145,006 shares
    Change vs previous 13F +55,550 shares

    0.54% of the 13F portfolio, value $30,001,766.

    13F-HR 0001172661-26-002229 filed by Curi Capital, 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 89,456 shares
    Change vs previous 13F -2,118 shares

    0.24% of the 13F portfolio, value $13,634,006.

    13F-HR 0001172661-26-000968 filed by Curi Capital, 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 91,574 shares
    Change vs previous 13F -9,884 shares

    0.26% of the 13F portfolio, value $14,220,594.

    13F-HR 0001172661-25-004750 filed by Curi Capital, 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 101,458 shares
    Change vs previous 13F +7,819 shares

    0.28% of the 13F portfolio, value $14,527,877.

    13F-HR 0001172661-25-003361 filed by Curi Capital, 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 93,639 shares
    Change vs previous 13F +902 shares

    0.39% of the 13F portfolio, value $15,664,795.

    13F-HR 0001172661-25-002290 filed by Curi Capital, 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 92,737 shares
    Change vs previous 13F -4,921 shares

    0.31% of the 13F portfolio, value $13,432,043.

    13F-HR 0001172661-25-000749 filed by Curi Capital, 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 97,658 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $14,382,070.

    13F-HR 0001172661-24-004479 filed by Curi Capital, LLC
    Filed (acceptance time not in the bulk data set), ingested

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