BTR CAPITAL MANAGEMENT INC: CVX position timeline

BTR CAPITAL MANAGEMENT INC held 126,292 CVX shares at 2022-09-30 per its 13F-HR filed 2022-10-12.

the latest 13F is the newest step

1. period ended2022-09-30

   13F 126,292 shares

   Change vs previous 13F +392 shares

   2.83% of the 13F portfolio, value $18,144,000.

   13F-HR 0000883790-22-000008 filed by BTR CAPITAL MANAGEMENT INC
   Filed 2022-10-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:34:10 UTC

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

2. period ended2022-06-30

   13F 125,900 shares

   Change vs previous 13F -837 shares

   2.62% of the 13F portfolio, value $18,228,000.

   13F-HR 0000883790-22-000006 filed by BTR CAPITAL MANAGEMENT INC
   Filed 2022-07-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:03 UTC

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

3. period ended2022-03-31

   13F 126,737 shares

   Change vs previous 13F -16,392 shares

   2.54% of the 13F portfolio, value $20,637,000.

   13F-HR 0000883790-22-000004 filed by BTR CAPITAL MANAGEMENT INC
   Filed 2022-05-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:35:57 UTC

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

4. period ended2021-12-31

   13F 143,129 shares

   Change vs previous 13F +284 shares

   1.9% of the 13F portfolio, value $16,796,000.

   13F-HR 0000883790-22-000002 filed by BTR CAPITAL MANAGEMENT INC
   Filed 2022-02-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:36:54 UTC

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

5. period ended2021-09-30

   13F 142,845 shares

   Change vs previous 13F +7,315 shares

   1.8% of the 13F portfolio, value $14,492,000.

   13F-HR 0000883790-21-000009 filed by BTR CAPITAL MANAGEMENT INC
   Filed 2021-10-18 (acceptance time not in the bulk data set), ingested 2026-10-07 18:37:51 UTC

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

6. period ended2021-06-30

   13F 135,530 shares

   Change vs previous 13F +6,456 shares

   1.77% of the 13F portfolio, value $14,195,000.

   13F-HR 0000883790-21-000006 filed by BTR CAPITAL MANAGEMENT INC
   Filed 2021-08-02 (acceptance time not in the bulk data set), ingested 2026-10-07 18:38:33 UTC

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

7. period ended2021-03-31

   13F 129,074 shares

   Change vs previous 13F +1,128 shares

   1.97% of the 13F portfolio, value $13,526,000.

   13F-HR 0000883790-21-000004 filed by BTR CAPITAL MANAGEMENT INC
   Filed 2021-04-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:39:37 UTC

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

8. period ended2020-12-31

   13F 127,946 shares

   Change vs previous 13F not available

   1.69% of the 13F portfolio, value $10,805,000.

   13F-HR 0000883790-21-000002 filed by BTR CAPITAL MANAGEMENT INC
   Filed 2021-01-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:42:52 UTC

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