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Disclosery

COBIZ WEALTH, LLC: CVX position timeline

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

COBIZ WEALTH, LLC held 49,680 CVX shares at 2019-06-30 per its 13F-HR filed 2019-07-08.

the latest 13F is the newest step

  1. period ended2019-06-30
    13F 49,680 shares
    Change vs previous 13F -2,888 shares

    1.22% of the 13F portfolio, value $6,182,000.

    13F-HR 0001324659-19-000009 filed by COBIZ WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2019-03-31
    13F/A 52,568 shares
    Change vs previous 13F +2,183 shares

    1.25% of the 13F portfolio, value $6,475,000.

    13F-HR/A 0001324659-19-000007 filed by COBIZ WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2018-12-31
    13F 50,385 shares
    Change vs previous 13F -997 shares

    1.2% of the 13F portfolio, value $5,481,000.

    13F-HR 0001324659-19-000002 filed by COBIZ WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2018-09-30
    13F 51,382 shares
    Change vs previous 13F -371 shares

    1.21% of the 13F portfolio, value $6,283,000.

    13F-HR 0001324659-18-000008 filed by COBIZ WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2018-06-30
    13F 51,753 shares
    Change vs previous 13F +537 shares

    1.33% of the 13F portfolio, value $6,543,000.

    13F-HR 0001324659-18-000006 filed by COBIZ WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2018-03-31
    13F 51,216 shares
    Change vs previous 13F +764 shares

    1.24% of the 13F portfolio, value $5,841,000.

    13F-HR 0001324659-18-000004 filed by COBIZ WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2017-12-31
    13F 50,452 shares
    Change vs previous 13F -511 shares

    1.32% of the 13F portfolio, value $6,316,000.

    13F-HR 0001324659-18-000002 filed by COBIZ WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2017-09-30
    13F 50,963 shares
    Change vs previous 13F not available

    1.31% of the 13F portfolio, value $5,988,000.

    13F-HR 0001324659-17-000008 filed by COBIZ WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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