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Disclosery

DIVERSIFIED TRUST CO: CVX position timeline

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

DIVERSIFIED TRUST CO held 69,764 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 69,764 shares
    Change vs previous 13F +1,953 shares

    0.19% of the 13F portfolio, value $11,564,089.

    13F-HR 0001479844-26-000007 filed by DIVERSIFIED TRUST CO
    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 67,811 shares
    Change vs previous 13F +20,720 shares

    0.26% of the 13F portfolio, value $14,030,095.

    13F-HR 0001479844-26-000006 filed by DIVERSIFIED TRUST CO
    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 47,091 shares
    Change vs previous 13F +3,085 shares

    0.13% of the 13F portfolio, value $7,177,138.

    13F-HR 0001479844-26-000004 filed by DIVERSIFIED TRUST CO
    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 44,006 shares
    Change vs previous 13F +10,287 shares

    0.14% of the 13F portfolio, value $6,833,691.

    13F-HR 0001479844-25-000015 filed by DIVERSIFIED TRUST CO
    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 33,719 shares
    Change vs previous 13F -6,072 shares

    0.11% of the 13F portfolio, value $4,828,222.

    13F-HR 0001479844-25-000008 filed by DIVERSIFIED TRUST CO
    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 39,791 shares
    Change vs previous 13F +1,123 shares

    0.16% of the 13F portfolio, value $6,656,636.

    13F-HR 0001479844-25-000007 filed by DIVERSIFIED TRUST CO
    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 38,668 shares
    Change vs previous 13F -64 shares

    0.14% of the 13F portfolio, value $5,600,672.

    13F-HR 0001479844-25-000001 filed by DIVERSIFIED TRUST CO
    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 38,732 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $5,704,060.

    13F-HR 0001479844-24-000010 filed by DIVERSIFIED TRUST CO
    Filed (acceptance time not in the bulk data set), ingested

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