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Disclosery

Clearstead Trust, LLC: CVX position timeline

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

Clearstead Trust, LLC held 21,983 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 21,983 shares
    Change vs previous 13F -141 shares

    0.48% of the 13F portfolio, value $3,643,908.

    13F-HR 0001708001-26-000006 filed by Clearstead Trust, 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 22,124 shares
    Change vs previous 13F +444 shares

    0.75% of the 13F portfolio, value $4,577,424.

    13F-HR 0001708001-26-000002 filed by Clearstead Trust, 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 21,680 shares
    Change vs previous 13F -1,419 shares

    0.52% of the 13F portfolio, value $3,304,198.

    13F-HR 0001708001-26-000001 filed by Clearstead Trust, 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 23,099 shares
    Change vs previous 13F +6,166 shares

    0.61% of the 13F portfolio, value $3,587,045.

    13F-HR 0001708001-25-000004 filed by Clearstead Trust, 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 16,933 shares
    Change vs previous 13F +1,546 shares

    0.46% of the 13F portfolio, value $2,424,644.

    13F-HR 0001708001-25-000002 filed by Clearstead Trust, 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 15,387 shares
    Change vs previous 13F -171 shares

    0.57% of the 13F portfolio, value $2,574,140.

    13F-HR 0001798150-25-000002 filed by Clearstead Trust, 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 15,558 shares
    Change vs previous 13F -22 shares

    0.49% of the 13F portfolio, value $2,253,389.

    13F-HR 0000842775-25-000002 filed by Clearstead Trust, 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 15,580 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $2,294,438.

    13F-HR 0001708001-24-000006 filed by Clearstead Trust, LLC
    Filed (acceptance time not in the bulk data set), ingested

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