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Disclosery

HEADINVEST, LLC: CVX position timeline

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

HEADINVEST, LLC held 26,317 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 26,317 shares
    Change vs previous 13F -542 shares

    0.81% of the 13F portfolio, value $4,362,306.

    13F-HR 0001172661-26-003536 filed by HEADINVEST, 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 26,859 shares
    Change vs previous 13F +358 shares

    1.14% of the 13F portfolio, value $5,557,127.

    13F-HR 0001172661-26-002251 filed by HEADINVEST, 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 26,501 shares
    Change vs previous 13F -545 shares

    0.8% of the 13F portfolio, value $4,039,017.

    13F-HR 0001172661-26-000431 filed by HEADINVEST, 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 27,046 shares
    Change vs previous 13F -790 shares

    0.87% of the 13F portfolio, value $4,199,973.

    13F-HR 0001172661-25-004982 filed by HEADINVEST, 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 27,836 shares
    Change vs previous 13F -5,266 shares

    0.85% of the 13F portfolio, value $3,985,837.

    13F-HR 0001172661-25-003356 filed by HEADINVEST, 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 33,102 shares
    Change vs previous 13F +94 shares

    1.08% of the 13F portfolio, value $5,537,634.

    13F-HR 0001172661-25-001993 filed by HEADINVEST, 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 33,008 shares
    Change vs previous 13F +1,277 shares

    0.9% of the 13F portfolio, value $4,780,879.

    13F-HR 0001172661-25-001323 filed by HEADINVEST, 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 31,731 shares
    Change vs previous 13F not available

    0.86% of the 13F portfolio, value $4,673,024.

    13F-HR 0001172661-24-005343 filed by HEADINVEST, LLC
    Filed (acceptance time not in the bulk data set), ingested

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