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FORBES J M & CO LLP: CVX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FORBES J M & CO LLP on CVX, newest first. How the timeline and the estimate are built.

FORBES J M & CO LLP held 6,744 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 6,744 shares
    Change vs previous 13F -20 shares

    0.09% of the 13F portfolio, value $1,117,885.

    13F-HR 0001140361-26-028924 filed by FORBES J M & CO LLP
    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 6,764 shares
    Change vs previous 13F +127 shares

    0.12% of the 13F portfolio, value $1,399,472.

    13F-HR 0001140361-26-015061 filed by FORBES J M & CO LLP
    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 6,637 shares
    Change vs previous 13F -50 shares

    0.08% of the 13F portfolio, value $1,011,545.

    13F-HR 0001140361-26-001778 filed by FORBES J M & CO LLP
    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 6,687 shares
    Change vs previous 13F -232 shares

    0.09% of the 13F portfolio, value $1,038,424.

    13F-HR 0001140361-25-039557 filed by FORBES J M & CO LLP
    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 6,919 shares
    Change vs previous 13F -183 shares

    0.09% of the 13F portfolio, value $990,732.

    13F-HR 0001140361-25-026328 filed by FORBES J M & CO LLP
    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 7,102 shares
    Change vs previous 13F +950 shares

    0.12% of the 13F portfolio, value $1,188,094.

    13F-HR 0001140361-25-017471 filed by FORBES J M & CO LLP
    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 6,152 shares
    Change vs previous 13F -2 shares

    0.09% of the 13F portfolio, value $891,056.

    13F-HR 0001140361-25-002162 filed by FORBES J M & CO LLP
    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 6,154 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $906,300.

    13F-HR 0001140361-24-044093 filed by FORBES J M & CO LLP
    Filed (acceptance time not in the bulk data set), ingested

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