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Disclosery

Nelson Capital Management, LLC: CVX position timeline

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

Nelson Capital Management, LLC held 18,422 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,422 shares
    Change vs previous 13F -349 shares

    0.33% of the 13F portfolio, value $3,053,622.

    13F-HR 0001512611-26-000004 filed by Nelson Capital Management, 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 18,771 shares
    Change vs previous 13F -9,734 shares

    0.47% of the 13F portfolio, value $3,883,720.

    13F-HR 0001512611-26-000002 filed by Nelson Capital Management, 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 28,505 shares
    Change vs previous 13F -649 shares

    0.51% of the 13F portfolio, value $4,344,448.

    13F-HR 0001512611-26-000001 filed by Nelson Capital Management, 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 29,154 shares
    Change vs previous 13F -622 shares

    0.54% of the 13F portfolio, value $4,527,325.

    13F-HR 0001512611-25-000003 filed by Nelson Capital Management, 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 29,776 shares
    Change vs previous 13F +113 shares

    0.56% of the 13F portfolio, value $4,263,626.

    13F-HR 0001085146-25-004113 filed by Nelson Capital Management, 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 29,663 shares
    Change vs previous 13F -595 shares

    0.86% of the 13F portfolio, value $4,962,324.

    13F-HR 0001085146-25-002617 filed by Nelson Capital Management, 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 30,258 shares
    Change vs previous 13F -1,184 shares

    0.73% of the 13F portfolio, value $4,382,569.

    13F-HR 0001085146-25-000793 filed by Nelson Capital Management, 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 31,442 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $4,630,464.

    13F-HR 0001085146-24-005339 filed by Nelson Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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