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Disclosery

CX Institutional: CVX position timeline

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

CX Institutional held 19,333 CVX shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 19,333 shares
    Change vs previous 13F +1,357 shares

    0.11% of the 13F portfolio, value $3,948,000.

    13F-HR 0001737089-26-000006 filed by CX Institutional
    Accepted , ingested

  2. period ended2026-06-30
    13F 17,976 shares
    Change vs previous 13F -4,743 shares

    0.09% of the 13F portfolio, value $2,980,000.

    13F-HR 0001737089-26-000004 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 22,719 shares
    Change vs previous 13F -38,182 shares

    0.14% of the 13F portfolio, value $4,701,000.

    13F-HR 0001737089-26-000003 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 60,901 shares
    Change vs previous 13F -3,091 shares

    0.28% of the 13F portfolio, value $9,282,000.

    13F-HR 0001737089-26-000001 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 63,992 shares
    Change vs previous 13F +11,464 shares

    0.3% of the 13F portfolio, value $9,937,000.

    13F-HR 0001737089-25-000011 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F/A 52,528 shares
    Change vs previous 13F +2,852 shares

    0.26% of the 13F portfolio, value $7,521,000.

    13F-HR/A 0001737089-25-000007 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 49,676 shares
    Change vs previous 13F -7,681 shares

    0.31% of the 13F portfolio, value $8,310,000.

    13F-HR 0001737089-25-000005 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 57,357 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $8,307,706.

    13F-HR 0001737089-25-000001 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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