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Stack Financial Management, Inc: CVX position timeline

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

Stack Financial Management, Inc held 263,390 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 263,390 shares
    Change vs previous 13F -5,061 shares

    3.41% of the 13F portfolio, value $43,659,525.

    13F-HR 0001308685-26-000007 filed by Stack Financial Management, 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 268,451 shares
    Change vs previous 13F -932 shares

    4.08% of the 13F portfolio, value $55,542,561.

    13F-HR 0001308685-26-000005 filed by Stack Financial Management, 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 269,383 shares
    Change vs previous 13F -1,713 shares

    3.13% of the 13F portfolio, value $41,056,700.

    13F-HR 0001308685-26-000002 filed by Stack Financial Management, 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 271,096 shares
    Change vs previous 13F -3,891 shares

    3.49% of the 13F portfolio, value $42,098,535.

    13F-HR 0001308685-25-000011 filed by Stack Financial Management, 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 274,987 shares
    Change vs previous 13F -3,350 shares

    3.48% of the 13F portfolio, value $39,375,423.

    13F-HR 0001308685-25-000009 filed by Stack Financial Management, 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 278,337 shares
    Change vs previous 13F -4,266 shares

    3.88% of the 13F portfolio, value $46,562,968.

    13F-HR 0001308685-25-000007 filed by Stack Financial Management, 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 282,603 shares
    Change vs previous 13F -1,740 shares

    3.74% of the 13F portfolio, value $40,932,193.

    13F-HR 0001308685-25-000004 filed by Stack Financial Management, 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 284,343 shares
    Change vs previous 13F not available

    3.76% of the 13F portfolio, value $41,875,168.

    13F-HR 0001308685-24-000009 filed by Stack Financial Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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