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Disclosery

Caldwell Trust Co: CVX position timeline

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

Caldwell Trust Co held 54,641 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 54,641 shares
    Change vs previous 13F -554 shares

    0.73% of the 13F portfolio, value $9,057,292.

    13F-HR 0001420506-26-001370 filed by Caldwell Trust Co
    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 55,195 shares
    Change vs previous 13F -396 shares

    1.02% of the 13F portfolio, value $11,419,845.

    13F-HR 0001420506-26-000706 filed by Caldwell Trust Co
    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 55,591 shares
    Change vs previous 13F -1,521 shares

    0.75% of the 13F portfolio, value $8,472,624.

    13F-HR 0001420506-26-000112 filed by Caldwell Trust Co
    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 57,112 shares
    Change vs previous 13F -109 shares

    0.83% of the 13F portfolio, value $8,868,923.

    13F-HR 0001420506-25-002900 filed by Caldwell Trust Co
    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 57,221 shares
    Change vs previous 13F -1,667 shares

    0.82% of the 13F portfolio, value $8,193,475.

    13F-HR 0001420506-25-002730 filed by Caldwell Trust Co
    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 58,888 shares
    Change vs previous 13F -979 shares

    1.06% of the 13F portfolio, value $9,851,374.

    13F-HR 0001420506-25-002738 filed by Caldwell Trust Co
    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 59,867 shares
    Change vs previous 13F -3,043 shares

    0.91% of the 13F portfolio, value $8,671,136.

    13F-HR 0001420506-25-002748 filed by Caldwell Trust Co
    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 62,910 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $9,264,756.

    13F-HR 0001420506-25-002749 filed by Caldwell Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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