Strategic Investment Advisors / MI: CVX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Strategic Investment Advisors / MI on CVX, newest first. How the timeline and the estimate are built.
Strategic Investment Advisors / MI held 7,664 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.
the latest 13F is the newest step
- period ended2026-06-3013F 7,664 sharesChange vs previous 13F -2,947 shares
0.08% of the 13F portfolio, value $1,270,321.
13F-HR 0001760540-26-000003 filed by Strategic Investment Advisors / MI
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 10,611 sharesChange vs previous 13F +8,403 shares
0.15% of the 13F portfolio, value $2,195,321.
13F-HR 0001760540-26-000002 filed by Strategic Investment Advisors / MI
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 2,208 sharesChange vs previous 13F +561 shares
0.03% of the 13F portfolio, value $336,448.
13F-HR 0001760540-26-000001 filed by Strategic Investment Advisors / MI
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F/A 1,647 sharesChange vs previous 13F -76 shares
0.03% of the 13F portfolio, value $255,710.
13F-HR/A 0001760540-25-000005 filed by Strategic Investment Advisors / MI
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 1,723 sharesChange vs previous 13F -6 shares
0.02% of the 13F portfolio, value $246,762.
13F-HR 0001760540-25-000001 filed by Strategic Investment Advisors / MI
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,729 sharesChange vs previous 13F +196 shares
0.03% of the 13F portfolio, value $289,176.
13F-HR 0001754960-25-000242 filed by Strategic Investment Advisors / MI
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,533 sharesChange vs previous 13F +109 shares
0.02% of the 13F portfolio, value $222,024.
13F-HR 0001754960-25-000056 filed by Strategic Investment Advisors / MI
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,424 sharesChange vs previous 13F not available
0.02% of the 13F portfolio, value $209,724.
13F-HR 0001754960-24-000521 filed by Strategic Investment Advisors / MI
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).