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D.B. Root & Company, LLC: CVX position timeline

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

D.B. Root & Company, LLC held 6,108 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 6,108 shares
    Change vs previous 13F +292 shares

    0.22% of the 13F portfolio, value $1,012,541.

    13F-HR 0001731717-26-000003 filed by D.B. Root & Company, 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 5,816 shares
    Change vs previous 13F +264 shares

    0.29% of the 13F portfolio, value $1,203,231.

    13F-HR 0001731717-26-000002 filed by D.B. Root & Company, 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 5,552 shares
    Change vs previous 13F +57 shares

    0.21% of the 13F portfolio, value $846,253.

    13F-HR 0001731717-26-000001 filed by D.B. Root & Company, 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 5,495 shares
    Change vs previous 13F -398 shares

    0.22% of the 13F portfolio, value $853,392.

    13F-HR 0001731717-25-000002 filed by D.B. Root & Company, 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 5,893 shares
    Change vs previous 13F -924 shares

    0.25% of the 13F portfolio, value $843,887.

    13F-HR 0001172661-25-002672 filed by D.B. Root & Company, 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 6,817 shares
    Change vs previous 13F +417 shares

    0.37% of the 13F portfolio, value $1,140,363.

    13F-HR 0001172661-25-001837 filed by D.B. Root & Company, 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 6,400 shares
    Change vs previous 13F +583 shares

    0.29% of the 13F portfolio, value $927,075.

    13F-HR 0001172661-25-000250 filed by D.B. Root & Company, 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 5,817 shares
    Change vs previous 13F not available

    0.28% of the 13F portfolio, value $856,770.

    13F-HR 0001172661-24-004425 filed by D.B. Root & Company, LLC
    Filed (acceptance time not in the bulk data set), ingested

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