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Disclosery

Florida Trust Wealth Management Co: CVX position timeline

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

Florida Trust Wealth Management Co held 182,025 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 182,025 shares
    Change vs previous 13F +4,650 shares

    0.75% of the 13F portfolio, value $30,172,464.

    13F-HR 0001651023-26-000004 filed by Florida Trust Wealth Management 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 177,375 shares
    Change vs previous 13F +3,201 shares

    1.03% of the 13F portfolio, value $36,698,887.

    13F-HR 0001651023-26-000002 filed by Florida Trust Wealth Management 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 174,174 shares
    Change vs previous 13F +2,276 shares

    0.73% of the 13F portfolio, value $26,545,859.

    13F-HR 0001651023-26-000001 filed by Florida Trust Wealth Management 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 171,898 shares
    Change vs previous 13F -103 shares

    0.76% of the 13F portfolio, value $26,694,040.

    13F-HR 0001651023-25-000007 filed by Florida Trust Wealth Management 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 172,001 shares
    Change vs previous 13F -1,249 shares

    0.76% of the 13F portfolio, value $24,628,823.

    13F-HR 0001651023-25-000006 filed by Florida Trust Wealth Management 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 173,250 shares
    Change vs previous 13F +745 shares

    0.94% of the 13F portfolio, value $28,982,993.

    13F-HR 0001651023-25-000002 filed by Florida Trust Wealth Management 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 172,505 shares
    Change vs previous 13F +9,775 shares

    0.8% of the 13F portfolio, value $24,985,624.

    13F-HR 0001651023-25-000001 filed by Florida Trust Wealth Management 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 162,730 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $23,965,248.

    13F-HR 0001651023-24-000006 filed by Florida Trust Wealth Management Co
    Filed (acceptance time not in the bulk data set), ingested

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