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Disclosery

Ballentine Partners, LLC: CVX position timeline

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

Ballentine Partners, LLC held 38,374 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,374 shares
    Change vs previous 13F -729 shares

    0.08% of the 13F portfolio, value $6,360,824.

    13F-HR 0001172661-26-002674 filed by Ballentine Partners, 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 39,103 shares
    Change vs previous 13F +4,320 shares

    0.11% of the 13F portfolio, value $8,090,411.

    13F-HR 0001172661-26-001909 filed by Ballentine Partners, 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 34,783 shares
    Change vs previous 13F +9 shares

    0.07% of the 13F portfolio, value $5,301,277.

    13F-HR 0001172661-26-000457 filed by Ballentine Partners, 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 34,774 shares
    Change vs previous 13F +160 shares

    0.07% of the 13F portfolio, value $5,400,054.

    13F-HR 0001172661-25-004541 filed by Ballentine Partners, 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 34,614 shares
    Change vs previous 13F -1,784 shares

    0.07% of the 13F portfolio, value $4,956,379.

    13F-HR 0001172661-25-002596 filed by Ballentine Partners, 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 36,398 shares
    Change vs previous 13F +2,497 shares

    0.11% of the 13F portfolio, value $6,089,021.

    13F-HR 0001172661-25-001551 filed by Ballentine Partners, 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 33,901 shares
    Change vs previous 13F +2,297 shares

    0.08% of the 13F portfolio, value $4,910,221.

    13F-HR 0001172661-25-000227 filed by Ballentine Partners, LLC
    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 31,604 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $4,654,321.

    13F-HR 0001172661-24-004333 filed by Ballentine Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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