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HOWE & RUSLING INC: CVX position timeline

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

HOWE & RUSLING INC held 50,033 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 50,033 shares
    Change vs previous 13F +1,374 shares

    0.48% of the 13F portfolio, value $8,293,390.

    13F-HR 0001398344-26-013907 filed by HOWE & RUSLING INC
    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 48,659 shares
    Change vs previous 13F +201 shares

    0.66% of the 13F portfolio, value $10,067,499.

    13F-HR 0001398344-26-007373 filed by HOWE & RUSLING INC
    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 48,458 shares
    Change vs previous 13F +655 shares

    0.49% of the 13F portfolio, value $7,385,436.

    13F-HR 0001398344-26-003195 filed by HOWE & RUSLING INC
    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 47,803 shares
    Change vs previous 13F +368 shares

    0.51% of the 13F portfolio, value $7,423,265.

    13F-HR 0001398344-25-020331 filed by HOWE & RUSLING INC
    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 47,435 shares
    Change vs previous 13F -313 shares

    0.5% of the 13F portfolio, value $6,792,233.

    13F-HR 0001398344-25-014994 filed by HOWE & RUSLING INC
    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 47,748 shares
    Change vs previous 13F +152 shares

    0.67% of the 13F portfolio, value $7,987,707.

    13F-HR 0001398344-25-011899 filed by HOWE & RUSLING INC
    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 47,596 shares
    Change vs previous 13F -2,189 shares

    0.59% of the 13F portfolio, value $6,893,741.

    13F-HR 0001398344-25-002485 filed by HOWE & RUSLING INC
    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 49,785 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $7,331,845.

    13F-HR 0001398344-24-020389 filed by HOWE & RUSLING INC
    Filed (acceptance time not in the bulk data set), ingested

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