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Cetera Trust Company, N.A: CVX position timeline

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

Cetera Trust Company, N.A held 1,487 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,487 shares
    Change vs previous 13F 0 shares

    0.12% of the 13F portfolio, value $246,485.

    13F-HR 0002005547-26-000004 filed by Cetera Trust Company, N.A
    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 1,487 shares
    Change vs previous 13F -6,643 shares

    0.17% of the 13F portfolio, value $307,660.

    13F-HR 0002005547-26-000003 filed by Cetera Trust Company, N.A
    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 8,130 shares
    Change vs previous 13F -976 shares

    0.66% of the 13F portfolio, value $1,239,093.

    13F-HR 0002005547-26-000002 filed by Cetera Trust Company, N.A
    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 9,106 shares
    Change vs previous 13F 0 shares

    0.79% of the 13F portfolio, value $1,414,071.

    13F-HR 0002005547-25-000008 filed by Cetera Trust Company, N.A
    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 9,106 shares
    Change vs previous 13F 0 shares

    0.78% of the 13F portfolio, value $1,303,888.

    13F-HR 0002005547-25-000006 filed by Cetera Trust Company, N.A
    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 9,106 shares
    Change vs previous 13F +1,275 shares

    0.97% of the 13F portfolio, value $1,523,343.

    13F-HR 0002005547-25-000004 filed by Cetera Trust Company, N.A
    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 7,831 shares
    Change vs previous 13F +585 shares

    0.74% of the 13F portfolio, value $1,134,242.

    13F-HR 0002005547-25-000002 filed by Cetera Trust Company, N.A
    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 7,246 shares
    Change vs previous 13F not available

    0.65% of the 13F portfolio, value $1,067,118.

    13F-HR 0002005547-24-000008 filed by Cetera Trust Company, N.A
    Filed (acceptance time not in the bulk data set), ingested

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