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Disclosery

Castellan Group: CVX position timeline

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

Castellan Group held 10,867 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,867 shares
    Change vs previous 13F -514 shares

    0.2% of the 13F portfolio, value $1,801,314.

    13F-HR 0001832521-26-000003 filed by Castellan Group
    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 11,381 shares
    Change vs previous 13F -9,140 shares

    0.33% of the 13F portfolio, value $2,354,729.

    13F-HR 0001832521-26-000002 filed by Castellan Group
    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 20,521 shares
    Change vs previous 13F +1,398 shares

    0.39% of the 13F portfolio, value $3,127,606.

    13F-HR 0001832521-26-000001 filed by Castellan Group
    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 19,123 shares
    Change vs previous 13F -1,282 shares

    0.43% of the 13F portfolio, value $2,969,611.

    13F-HR 0001832521-25-000008 filed by Castellan Group
    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 20,405 shares
    Change vs previous 13F +1,965 shares

    0.54% of the 13F portfolio, value $2,921,792.

    13F-HR/A 0001832521-25-000006 filed by Castellan Group
    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 18,440 shares
    Change vs previous 13F +500 shares

    0.86% of the 13F portfolio, value $3,084,828.

    13F-HR 0001832521-25-000004 filed by Castellan Group
    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 17,940 shares
    Change vs previous 13F -630 shares

    1.13% of the 13F portfolio, value $2,598,430.

    13F-HR 0001832521-25-000002 filed by Castellan Group
    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 18,570 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $2,734,804.

    13F-HR 0001832521-24-000010 filed by Castellan Group
    Filed (acceptance time not in the bulk data set), ingested

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