Skip to content
Disclosery

Morningstar Investment Management LLC: CVX position timeline

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

Morningstar Investment Management LLC held 15,721 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 15,721 shares
    Change vs previous 13F 0 shares

    0.2% of the 13F portfolio, value $3,252,675.

    13F-HR 0001104659-26-085281 filed by Morningstar Investment Management 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 15,721 shares
    Change vs previous 13F -3,017 shares

    0.2% of the 13F portfolio, value $3,252,675.

    13F-HR 0001104659-26-061223 filed by Morningstar Investment Management 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 18,738 shares
    Change vs previous 13F -29,213 shares

    0.17% of the 13F portfolio, value $2,856,000.

    13F-HR 0001104659-26-011874 filed by Morningstar Investment Management 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 47,951 shares
    Change vs previous 13F +30,334 shares

    0.27% of the 13F portfolio, value $7,446,000.

    13F-HR 0001104659-25-112875 filed by Morningstar Investment Management 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 17,617 shares
    Change vs previous 13F +3,998 shares

    0.22% of the 13F portfolio, value $2,523,000.

    13F-HR 0001104659-25-071055 filed by Morningstar Investment Management 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 13,619 shares
    Change vs previous 13F -1,663 shares

    0.19% of the 13F portfolio, value $2,278,000.

    13F-HR 0001104659-25-045607 filed by Morningstar Investment Management 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 15,282 shares
    Change vs previous 13F -964 shares

    0.17% of the 13F portfolio, value $2,213,000.

    13F-HR 0001104659-25-008442 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Morningstar Investment Services LLC: 0 shares
    • Morningstar Investment Management LLC: 15,282 shares

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

  8. period ended2024-09-30
    13F 16,246 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $2,436,000.

    13F-HR 0001104659-24-116248 filed by Morningstar Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Morningstar Investment Services LLC: 4,724 shares
    • Morningstar Investment Management LLC: 11,522 shares

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