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NICOLET BANKSHARES INC: CVX position timeline

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

NICOLET BANKSHARES INC held 40,284 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,284 shares
    Change vs previous 13F -1,591 shares

    0.21% of the 13F portfolio, value $6,703,862.

    13F-HR 0001174850-26-000167 filed by NICOLET BANKSHARES 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 41,875 shares
    Change vs previous 13F +19,391 shares

    0.32% of the 13F portfolio, value $8,550,853.

    13F-HR 0001174850-26-000116 filed by NICOLET BANKSHARES 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 22,484 shares
    Change vs previous 13F -897 shares

    0.17% of the 13F portfolio, value $3,543,367.

    13F-HR 0001775863-26-000003 filed by NICOLET ADVISORY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • NICOLET BANKSHARES INC: 10,746 shares
    • NICOLET ADVISORY SERVICES, LLC: 11,738 shares

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

  4. period ended2025-09-30
    13F 23,381 shares
    Change vs previous 13F +242 shares

    0.19% of the 13F portfolio, value $3,626,231.

    13F-HR 0001775863-25-000013 filed by NICOLET ADVISORY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • NICOLET BANKSHARES INC: 11,282 shares
    • NICOLET ADVISORY SERVICES, LLC: 12,099 shares

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

  5. period ended2025-06-30
    13F 23,139 shares
    Change vs previous 13F +2,232 shares

    0.19% of the 13F portfolio, value $3,410,602.

    13F-HR 0001775863-25-000008 filed by NICOLET ADVISORY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • NICOLET BANKSHARES INC: 11,284 shares
    • NICOLET ADVISORY SERVICES, LLC: 11,855 shares

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

  6. period ended2025-03-31
    13F 20,907 shares
    Change vs previous 13F -624 shares

    0.21% of the 13F portfolio, value $3,169,741.

    13F-HR 0001174850-25-000025 filed by NICOLET BANKSHARES INC
    Filed (acceptance time not in the bulk data set), ingested

    • NICOLET BANKSHARES INC: 10,760 shares
    • NICOLET ADVISORY SERVICES, LLC: 10,147 shares

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

  7. period ended2024-12-31
    13F 21,531 shares
    Change vs previous 13F +1,739 shares

    0.21% of the 13F portfolio, value $3,208,116.

    13F-HR 0001775863-25-000002 filed by NICOLET ADVISORY SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • NICOLET BANKSHARES INC: 10,731 shares
    • NICOLET ADVISORY SERVICES, LLC: 10,800 shares

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

  8. period ended2024-09-30
    13F 19,792 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $2,952,429.

    13F-HR 0001174850-24-000048 filed by NICOLET BANKSHARES INC
    Filed (acceptance time not in the bulk data set), ingested

    • NICOLET BANKSHARES INC: 10,340 shares
    • NICOLET ADVISORY SERVICES, LLC: 9,452 shares

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