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MAI Capital Management: CVX position timeline

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

MAI Capital Management held 354,342 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 354,342 shares
    Change vs previous 13F +64,490 shares

    0.22% of the 13F portfolio, value $58,735,779.

    13F-HR 0001172661-26-003680 filed by MAI Capital Management
    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 289,852 shares
    Change vs previous 13F +4,865 shares

    0.34% of the 13F portfolio, value $59,970,439.

    13F-HR 0001040197-26-000002 filed by MAI Capital Management
    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 284,987 shares
    Change vs previous 13F +18,860 shares

    0.25% of the 13F portfolio, value $43,434,848.

    13F-HR 0001040197-26-000001 filed by MAI Capital Management
    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 266,127 shares
    Change vs previous 13F +17,605 shares

    0.26% of the 13F portfolio, value $41,326,799.

    13F-HR 0001040197-25-000006 filed by MAI Capital Management
    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 248,522 shares
    Change vs previous 13F +5,436 shares

    0.25% of the 13F portfolio, value $35,585,886.

    13F-HR 0001040197-25-000005 filed by MAI Capital Management
    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 243,086 shares
    Change vs previous 13F -5,445 shares

    0.31% of the 13F portfolio, value $40,665,836.

    13F-HR 0001040197-25-000002 filed by MAI Capital Management
    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 248,531 shares
    Change vs previous 13F +55,526 shares

    0.27% of the 13F portfolio, value $35,997,237.

    13F-HR 0001040197-25-000001 filed by MAI Capital Management
    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 193,005 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $28,423,920.

    13F-HR 0001040197-24-000007 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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