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Roundview Capital LLC: CVX position timeline

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

Roundview Capital LLC held 21,801 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,801 shares
    Change vs previous 13F +1,815 shares

    0.2% of the 13F portfolio, value $3,613,773.

    13F-HR 0001476804-26-000010 filed by Roundview Capital 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 19,986 shares
    Change vs previous 13F -1,022 shares

    0.26% of the 13F portfolio, value $4,135,152.

    13F-HR 0001476804-26-000005 filed by Roundview Capital 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 21,008 shares
    Change vs previous 13F +1,434 shares

    0.2% of the 13F portfolio, value $3,201,865.

    13F-HR 0001476804-26-000003 filed by Roundview Capital 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 19,574 shares
    Change vs previous 13F +445 shares

    0.19% of the 13F portfolio, value $3,039,683.

    13F-HR 0001476804-25-000013 filed by Roundview Capital 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 19,129 shares
    Change vs previous 13F -377 shares

    0.18% of the 13F portfolio, value $2,739,115.

    13F-HR 0001476804-25-000010 filed by Roundview Capital 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 19,506 shares
    Change vs previous 13F -38 shares

    0.24% of the 13F portfolio, value $3,263,198.

    13F-HR 0001476804-25-000004 filed by Roundview Capital 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 19,544 shares
    Change vs previous 13F -637 shares

    0.2% of the 13F portfolio, value $2,830,793.

    13F-HR 0001476804-25-000002 filed by Roundview Capital 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 20,181 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $2,972,091.

    13F-HR 0001476804-24-000013 filed by Roundview Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

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