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Disclosery

Legacy Trust: CVX position timeline

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

Legacy Trust held 7,453 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,453 shares
    Change vs previous 13F -59 shares

    0.22% of the 13F portfolio, value $1,235,409.

    13F-HR 0001772483-26-000004 filed by Legacy Trust
    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 7,512 shares
    Change vs previous 13F -119 shares

    0.3% of the 13F portfolio, value $1,554,233.

    13F-HR 0001772483-26-000002 filed by Legacy Trust
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 7,631 shares
    Change vs previous 13F +684 shares

    0.22% of the 13F portfolio, value $1,163,041.

    13F-HR 0001772483-26-000001 filed by Legacy Trust
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 6,947 shares
    Change vs previous 13F +3,951 shares

    0.21% of the 13F portfolio, value $1,078,800.

    13F-HR 0001772483-25-000006 filed by Legacy Trust
    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 2,996 shares
    Change vs previous 13F -254 shares

    0.11% of the 13F portfolio, value $428,997.

    13F-HR 0001772483-25-000003 filed by Legacy Trust
    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 3,250 shares
    Change vs previous 13F +121 shares

    0.13% of the 13F portfolio, value $543,693.

    13F-HR 0001772483-25-000002 filed by Legacy Trust
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 3,129 shares
    Change vs previous 13F +18 shares

    0.11% of the 13F portfolio, value $453,204.

    13F-HR 0001772483-25-000001 filed by Legacy Trust
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 3,111 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $458,157.

    13F-HR 0001772483-24-000004 filed by Legacy Trust
    Filed (acceptance time not in the bulk data set), ingested

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