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Kozak & Associates, Inc.: CVX position timeline

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

Kozak & Associates, Inc. held 4,545 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-02.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,545 shares
    Change vs previous 13F +46 shares

    0.13% of the 13F portfolio, value $753,043.

    13F-HR 0001764970-26-000005 filed by Kozak & Associates, 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 4,499 shares
    Change vs previous 13F +38 shares

    0.17% of the 13F portfolio, value $862,849.

    13F-HR 0001764970-26-000002 filed by Kozak & Associates, 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 4,461 shares
    Change vs previous 13F -4,891 shares

    0.14% of the 13F portfolio, value $723,229.

    13F-HR 0001764970-26-000001 filed by Kozak & Associates, 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 9,352 shares
    Change vs previous 13F +515 shares

    0.29% of the 13F portfolio, value $1,447,895.

    13F-HR 0001764970-25-000008 filed by Kozak & Associates, 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 8,837 shares
    Change vs previous 13F +90 shares

    0.28% of the 13F portfolio, value $1,352,207.

    13F-HR 0001764970-25-000003 filed by Kozak & Associates, 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 8,747 shares
    Change vs previous 13F +53 shares

    0.3% of the 13F portfolio, value $1,183,582.

    13F-HR 0001764970-25-000002 filed by Kozak & Associates, 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 8,694 shares
    Change vs previous 13F +26 shares

    0.29% of the 13F portfolio, value $1,285,386.

    13F-HR 0001764970-25-000001 filed by Kozak & Associates, 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 8,668 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $1,289,177.

    13F-HR 0001764970-24-000006 filed by Kozak & Associates, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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