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InvesTrust: CVX position timeline

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

InvesTrust held 17,374 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 17,374 shares
    Change vs previous 13F -283 shares

    1.11% of the 13F portfolio, value $2,879,914.

    13F-HR 0002050848-26-000003 filed by InvesTrust
    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 17,657 shares
    Change vs previous 13F -610 shares

    1.54% of the 13F portfolio, value $3,653,233.

    13F-HR 0002050848-26-000002 filed by InvesTrust
    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 18,267 shares
    Change vs previous 13F -213 shares

    1.08% of the 13F portfolio, value $2,784,073.

    13F-HR 0002050848-26-000001 filed by InvesTrust
    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 18,480 shares
    Change vs previous 13F -8 shares

    1.05% of the 13F portfolio, value $2,869,759.

    13F-HR 0002050848-25-000007 filed by InvesTrust
    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 18,488 shares
    Change vs previous 13F -22,249 shares

    1.02% of the 13F portfolio, value $2,647,297.

    13F-HR 0002050848-25-000003 filed by InvesTrust
    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 40,737 shares
    Change vs previous 13F -545 shares

    1.86% of the 13F portfolio, value $6,814,893.

    13F-HR 0002050848-25-000002 filed by InvesTrust
    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 41,282 shares
    Change vs previous 13F not available

    1.65% of the 13F portfolio, value $5,947,579.

    13F-HR 0002050848-25-000001 filed by InvesTrust
    Filed (acceptance time not in the bulk data set), ingested

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