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MEANS INVESTMENT CO., INC.: CVX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MEANS INVESTMENT CO., INC. on CVX, newest first. How the timeline and the estimate are built.

MEANS INVESTMENT CO., INC. held 41,045 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 41,045 shares
    Change vs previous 13F -4 shares

    0.51% of the 13F portfolio, value $6,803,699.

    13F-HR 0000701516-26-000004 filed by MEANS INVESTMENT CO., 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 41,049 shares
    Change vs previous 13F +2,256 shares

    0.74% of the 13F portfolio, value $8,492,996.

    13F-HR 0000701516-26-000002 filed by MEANS INVESTMENT CO., 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 38,793 shares
    Change vs previous 13F -3,712 shares

    0.5% of the 13F portfolio, value $5,912,398.

    13F-HR 0000701516-26-000001 filed by MEANS INVESTMENT CO., 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 42,505 shares
    Change vs previous 13F -1,242 shares

    0.57% of the 13F portfolio, value $6,600,539.

    13F-HR 0000701516-25-000007 filed by MEANS INVESTMENT CO., 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 43,747 shares
    Change vs previous 13F +1,862 shares

    0.59% of the 13F portfolio, value $6,264,061.

    13F-HR 0000701516-25-000006 filed by MEANS INVESTMENT CO., 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 41,885 shares
    Change vs previous 13F -12,880 shares

    0.74% of the 13F portfolio, value $7,006,992.

    13F-HR 0000701516-25-000002 filed by MEANS INVESTMENT CO., 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 54,765 shares
    Change vs previous 13F +92 shares

    0.83% of the 13F portfolio, value $7,932,090.

    13F-HR 0000701516-25-000001 filed by MEANS INVESTMENT CO., 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 54,673 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $8,051,673.

    13F-HR 0000701516-24-000005 filed by MEANS INVESTMENT CO., INC.
    Filed (acceptance time not in the bulk data set), ingested

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