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
- period ended2026-06-3013F 17,374 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 17,657 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 18,267 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 18,480 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 18,488 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 40,737 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 41,282 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).