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Jacobi Capital Management LLC: CVX position timeline

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

Jacobi Capital Management LLC held 38,052 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,052 shares
    Change vs previous 13F -1,268 shares

    0.31% of the 13F portfolio, value $6,307,480.

    13F-HR 0001689646-26-000007 filed by Jacobi Capital Management 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 39,320 shares
    Change vs previous 13F +1,425 shares

    0.45% of the 13F portfolio, value $8,135,291.

    13F-HR 0001689646-26-000004 filed by Jacobi Capital Management 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 37,895 shares
    Change vs previous 13F -841 shares

    0.33% of the 13F portfolio, value $5,775,525.

    13F-HR 0001689646-26-000002 filed by Jacobi Capital Management 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 38,736 shares
    Change vs previous 13F -2,073 shares

    0.37% of the 13F portfolio, value $6,015,303.

    13F-HR 0001689646-25-000009 filed by Jacobi Capital Management 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 40,809 shares
    Change vs previous 13F +1,679 shares

    0.39% of the 13F portfolio, value $5,843,405.

    13F-HR 0001689646-25-000007 filed by Jacobi Capital Management 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 39,130 shares
    Change vs previous 13F +1,680 shares

    0.48% of the 13F portfolio, value $6,546,071.

    13F-HR 0001689646-25-000006 filed by Jacobi Capital Management 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 37,450 shares
    Change vs previous 13F +798 shares

    0.41% of the 13F portfolio, value $5,424,228.

    13F-HR 0001689646-25-000001 filed by Jacobi Capital Management 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 36,652 shares
    Change vs previous 13F not available

    0.41% of the 13F portfolio, value $5,397,719.

    13F-HR 0001689646-24-000006 filed by Jacobi Capital Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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