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OSAIC HOLDINGS, INC.: CVX position timeline

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

OSAIC HOLDINGS, INC. held 1,097,170 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,097,170 shares
    Change vs previous 13F +53,517 shares

    0.21% of the 13F portfolio, value $181,994,726.

    13F-HR 0001677044-26-000006 filed by OSAIC HOLDINGS, 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 1,043,653 shares
    Change vs previous 13F +144,438 shares

    0.32% of the 13F portfolio, value $216,059,422.

    13F-HR 0001677044-26-000005 filed by OSAIC HOLDINGS, 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 899,215 shares
    Change vs previous 13F -54,396 shares

    0.2% of the 13F portfolio, value $137,153,365.

    13F-HR 0001677044-26-000002 filed by OSAIC HOLDINGS, 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 953,611 shares
    Change vs previous 13F +173,728 shares

    0.21% of the 13F portfolio, value $150,910,990.

    13F-HR 0001677044-25-000022 filed by OSAIC HOLDINGS, 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/A 779,883 shares
    Change vs previous 13F +126,785 shares

    0.2% of the 13F portfolio, value $113,696,846.

    13F-HR/A 0001677044-25-000019 filed by OSAIC HOLDINGS, 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 653,098 shares
    Change vs previous 13F -34,530 shares

    0.24% of the 13F portfolio, value $109,342,574.

    13F-HR 0001677044-25-000007 filed by OSAIC HOLDINGS, 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/A 687,628 shares
    Change vs previous 13F -4,893 shares

    0.21% of the 13F portfolio, value $94,980,317.

    13F-HR/A 0001677044-25-000012 filed by OSAIC HOLDINGS, 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 692,521 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $102,057,141.

    13F-HR 0001677044-24-000030 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

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