Skip to content
Disclosery

MCDONALD PARTNERS LLC: CVX position timeline

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

MCDONALD PARTNERS LLC held 24,395 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 24,395 shares
    Change vs previous 13F +3,357 shares

    0.98% of the 13F portfolio, value $4,043,722.

    13F-HR 0001331074-26-000004 filed by MCDONALD PARTNERS 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 21,038 shares
    Change vs previous 13F -477 shares

    1.03% of the 13F portfolio, value $4,352,922.

    13F-HR 0001172661-26-002252 filed by MCDONALD PARTNERS 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 21,515 shares
    Change vs previous 13F -5,416 shares

    1.03% of the 13F portfolio, value $3,279,505.

    13F-HR 0001172661-26-000422 filed by MCDONALD PARTNERS 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 26,931 shares
    Change vs previous 13F -5,912 shares

    1.25% of the 13F portfolio, value $4,182,293.

    13F-HR 0001172661-25-004722 filed by MCDONALD PARTNERS 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 32,843 shares
    Change vs previous 13F -1,224 shares

    1.13% of the 13F portfolio, value $4,707,918.

    13F-HR 0001172661-25-003063 filed by MCDONALD PARTNERS 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 34,067 shares
    Change vs previous 13F -112 shares

    1.49% of the 13F portfolio, value $5,704,467.

    13F-HR 0001172661-25-002211 filed by MCDONALD PARTNERS 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 34,179 shares
    Change vs previous 13F -1,027 shares

    1.27% of the 13F portfolio, value $4,950,564.

    13F-HR 0001172661-25-000454 filed by MCDONALD PARTNERS 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 35,206 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $5,184,811.

    13F-HR 0001172661-24-004254 filed by MCDONALD PARTNERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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