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LMCG INVESTMENTS, LLC: CVX position timeline

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

LMCG INVESTMENTS, LLC held 111,085 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 111,085 shares
    Change vs previous 13F -3,512 shares

    0.99% of the 13F portfolio, value $18,413,456.

    13F-HR 0001470944-26-000003 filed by LMCG INVESTMENTS, 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 114,597 shares
    Change vs previous 13F +5,027 shares

    1.41% of the 13F portfolio, value $23,710,177.

    13F-HR 0001470944-26-000002 filed by LMCG INVESTMENTS, 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 109,570 shares
    Change vs previous 13F -3,016 shares

    0.95% of the 13F portfolio, value $16,699,575.

    13F-HR 0001470944-26-000001 filed by LMCG INVESTMENTS, 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 112,586 shares
    Change vs previous 13F -12,186 shares

    1.03% of the 13F portfolio, value $17,483,537.

    13F-HR 0001470944-25-000002 filed by LMCG INVESTMENTS, 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 124,772 shares
    Change vs previous 13F -9,859 shares

    1.12% of the 13F portfolio, value $17,866,171.

    13F-HR 0001085146-25-004141 filed by LMCG INVESTMENTS, 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 134,631 shares
    Change vs previous 13F -1,053 shares

    1.49% of the 13F portfolio, value $22,522,387.

    13F-HR 0001085146-25-002031 filed by LMCG INVESTMENTS, 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 135,684 shares
    Change vs previous 13F -3,982 shares

    1.21% of the 13F portfolio, value $19,652,485.

    13F-HR 0001085146-25-000293 filed by LMCG INVESTMENTS, 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 139,666 shares
    Change vs previous 13F not available

    1.24% of the 13F portfolio, value $20,568,675.

    13F-HR 0001085146-24-005222 filed by LMCG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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