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MATHER GROUP, LLC.: CVX position timeline

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

MATHER GROUP, LLC. held 50,333 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 50,333 shares
    Change vs previous 13F +26,846 shares

    0.07% of the 13F portfolio, value $8,343,266.

    13F-HR 0001527641-26-000004 filed by MATHER GROUP, 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 23,487 shares
    Change vs previous 13F +2,393 shares

    0.05% of the 13F portfolio, value $4,859,398.

    13F-HR 0001527641-26-000003 filed by MATHER GROUP, 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 21,094 shares
    Change vs previous 13F +821 shares

    0.03% of the 13F portfolio, value $3,214,946.

    13F-HR 0001527641-26-000001 filed by MATHER GROUP, 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 20,273 shares
    Change vs previous 13F +5,035 shares

    0.03% of the 13F portfolio, value $3,148,213.

    13F-HR 0001527641-25-000008 filed by MATHER GROUP, 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 15,238 shares
    Change vs previous 13F -1,150 shares

    0.02% of the 13F portfolio, value $2,182,080.

    13F-HR 0001527641-25-000006 filed by MATHER GROUP, 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 16,388 shares
    Change vs previous 13F -8,099 shares

    0.03% of the 13F portfolio, value $2,741,611.

    13F-HR 0001527641-25-000005 filed by MATHER GROUP, 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 24,487 shares
    Change vs previous 13F +421 shares

    0.05% of the 13F portfolio, value $3,546,762.

    13F-HR 0001527641-25-000002 filed by MATHER GROUP, 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 24,066 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $3,544,246.

    13F-HR 0001527641-24-000006 filed by MATHER GROUP, LLC.
    Filed (acceptance time not in the bulk data set), ingested

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