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Disclosery

IEQ CAPITAL, LLC: CVX position timeline

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

IEQ CAPITAL, LLC held 265,948 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 265,948 shares
    Change vs previous 13F +75,210 shares

    0.2% of the 13F portfolio, value $44,083,525.

    13F-HR 0001779789-26-000004 filed by IEQ 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 190,738 shares
    Change vs previous 13F +31,627 shares

    0.18% of the 13F portfolio, value $39,463,869.

    13F-HR 0001779789-26-000002 filed by IEQ 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 159,111 shares
    Change vs previous 13F -25,278 shares

    0.07% of the 13F portfolio, value $24,250,158.

    13F-HR 0001779789-26-000001 filed by IEQ 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 184,389 shares
    Change vs previous 13F +107,093 shares

    0.09% of the 13F portfolio, value $28,633,805.

    13F-HR 0001779789-25-000003 filed by IEQ 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 77,296 shares
    Change vs previous 13F -29,587 shares

    0.07% of the 13F portfolio, value $11,067,997.

    13F-HR 0001085146-25-005144 filed by IEQ 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 106,883 shares
    Change vs previous 13F +13,283 shares

    0.14% of the 13F portfolio, value $17,880,584.

    13F-HR 0001085146-25-003156 filed by IEQ 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 93,600 shares
    Change vs previous 13F -7,880 shares

    0.13% of the 13F portfolio, value $13,557,088.

    13F-HR 0001085146-25-000685 filed by IEQ 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 101,480 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $14,945,028.

    13F-HR 0001085146-24-005723 filed by IEQ CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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