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Spectrum Asset Management, Inc. (NB/CA): CVX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Spectrum Asset Management, Inc. (NB/CA) on CVX, newest first. How the timeline and the estimate are built.

Spectrum Asset Management, Inc. (NB/CA) held 32,322 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 32,322 shares
    Change vs previous 13F +3 shares

    1.49% of the 13F portfolio, value $5,357,617.

    13F-HR 0001632078-26-000009 filed by Spectrum Asset Management, Inc. (NB/CA)
    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 32,319 shares
    Change vs previous 13F +2,255 shares

    2.12% of the 13F portfolio, value $6,686,887.

    13F-HR 0001632078-26-000005 filed by Spectrum Asset Management, Inc. (NB/CA)
    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 30,064 shares
    Change vs previous 13F -1,552 shares

    1.53% of the 13F portfolio, value $4,581,999.

    13F-HR 0001632078-26-000003 filed by Spectrum Asset Management, Inc. (NB/CA)
    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 31,616 shares
    Change vs previous 13F -3,628 shares

    1.73% of the 13F portfolio, value $4,909,695.

    13F-HR 0001632078-25-000015 filed by Spectrum Asset Management, Inc. (NB/CA)
    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 35,244 shares
    Change vs previous 13F +2,422 shares

    2.19% of the 13F portfolio, value $5,046,608.

    13F-HR 0001632078-25-000008 filed by Spectrum Asset Management, Inc. (NB/CA)
    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 32,822 shares
    Change vs previous 13F -39 shares

    2.44% of the 13F portfolio, value $5,490,712.

    13F-HR 0001632078-25-000004 filed by Spectrum Asset Management, Inc. (NB/CA)
    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 32,861 shares
    Change vs previous 13F +229 shares

    2.14% of the 13F portfolio, value $4,759,652.

    13F-HR 0001632078-25-000002 filed by Spectrum Asset Management, Inc. (NB/CA)
    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 32,632 shares
    Change vs previous 13F not available

    2.03% of the 13F portfolio, value $4,805,684.

    13F-HR 0001632078-24-000010 filed by Spectrum Asset Management, Inc. (NB/CA)
    Filed (acceptance time not in the bulk data set), ingested

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