OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC: CVX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC on CVX, newest first. How the timeline and the estimate are built.
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC held 11,078 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-04.
the latest 13F is the newest step
- period ended2026-06-3013F 11,078 sharesChange vs previous 13F -95 shares
0.1% of the 13F portfolio, value $1,836,207.
13F-HR 0001765380-26-000264 filed by OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 11,173 sharesChange vs previous 13F 0 shares
0.12% of the 13F portfolio, value $2,311,694.
13F-HR 0001765380-26-000127 filed by OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 11,173 sharesChange vs previous 13F -51 shares
0.09% of the 13F portfolio, value $1,702,877.
13F-HR 0001765380-26-000042 filed by OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 11,224 sharesChange vs previous 13F +7 shares
0.09% of the 13F portfolio, value $1,742,957.
13F-HR 0001765380-25-000434 filed by OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 11,217 sharesChange vs previous 13F -349 shares
0.09% of the 13F portfolio, value $1,606,162.
13F-HR 0001765380-25-000342 filed by OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 11,566 sharesChange vs previous 13F +215 shares
0.11% of the 13F portfolio, value $1,934,876.
13F-HR 0001005607-25-000005 filed by OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 11,351 sharesChange vs previous 13F +80 shares
0.1% of the 13F portfolio, value $1,644,079.
13F-HR 0001005607-25-000002 filed by OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 11,271 sharesChange vs previous 13F not available
0.09% of the 13F portfolio, value $1,659,880.
13F-HR 0001005607-24-000014 filed by OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).