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Disclosery

FineMark National Bank & Trust: CVX position timeline

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

FineMark National Bank & Trust held 54,846 CVX shares at 2025-12-31 per its 13F-HR filed 2026-02-12.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 54,846 shares
    Change vs previous 13F -1,689 shares

    0.26% of the 13F portfolio, value $8,359,078.

    13F-HR 0001537720-26-000002 filed by FineMark National Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 56,535 shares
    Change vs previous 13F +16,243 shares

    0.29% of the 13F portfolio, value $8,779,320.

    13F-HR 0001537720-25-000015 filed by FineMark National Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 40,292 shares
    Change vs previous 13F -1,411 shares

    0.2% of the 13F portfolio, value $5,769,411.

    13F-HR 0001537720-25-000011 filed by FineMark National Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 41,703 shares
    Change vs previous 13F -214 shares

    0.25% of the 13F portfolio, value $6,976,494.

    13F-HR 0001537720-25-000008 filed by FineMark National Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 41,917 shares
    Change vs previous 13F -432 shares

    0.21% of the 13F portfolio, value $6,071,258.

    13F-HR 0001537720-25-000002 filed by FineMark National Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 42,349 shares
    Change vs previous 13F -548 shares

    0.22% of the 13F portfolio, value $6,236,737.

    13F-HR 0001537720-24-000010 filed by FineMark National Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 42,897 shares
    Change vs previous 13F +1,689 shares

    0.25% of the 13F portfolio, value $6,709,948.

    13F-HR 0001537720-24-000006 filed by FineMark National Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 41,208 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $6,500,149.

    13F-HR 0001537720-24-000004 filed by FineMark National Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

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