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Disclosery

Heritage Trust Co: CVX position timeline

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

Heritage Trust Co held 35,283 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,283 shares
    Change vs previous 13F +445 shares

    0.51% of the 13F portfolio, value $5,848,514.

    13F-HR 0001706028-26-000006 filed by Heritage 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 34,838 shares
    Change vs previous 13F +46 shares

    0.72% of the 13F portfolio, value $7,208,001.

    13F-HR 0001706028-26-000004 filed by Heritage 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 34,792 shares
    Change vs previous 13F -329 shares

    0.54% of the 13F portfolio, value $5,302,652.

    13F-HR 0001706028-26-000002 filed by Heritage 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 35,121 shares
    Change vs previous 13F +973 shares

    0.58% of the 13F portfolio, value $5,453,952.

    13F-HR 0001706028-25-000005 filed by Heritage 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 34,148 shares
    Change vs previous 13F -277 shares

    0.56% of the 13F portfolio, value $4,889,662.

    13F-HR 0001625292-25-000011 filed by Heritage 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 34,425 shares
    Change vs previous 13F -719 shares

    0.7% of the 13F portfolio, value $5,758,970.

    13F-HR 0001625292-25-000007 filed by Heritage 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 35,144 shares
    Change vs previous 13F not available

    0.6% of the 13F portfolio, value $5,090,265.

    13F-HR 0001706028-25-000002 filed by Heritage Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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