LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA: CVX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA on CVX, newest first. How the timeline and the estimate are built.
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA held 82,059 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-30.
the latest 13F is the newest step
- period ended2026-06-3013F 82,059 sharesChange vs previous 13F +14,150 shares
0.13% of the 13F portfolio, value $13,602,100.
13F-HR 0000932974-26-000008 filed by LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 67,909 sharesChange vs previous 13F -2,127 shares
0.13% of the 13F portfolio, value $12,804,246.
13F-HR 0000932974-26-000003 filed by LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 70,036 sharesChange vs previous 13F -1,367 shares
0.11% of the 13F portfolio, value $11,839,589.
13F-HR 0000932974-26-000001 filed by LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 71,403 sharesChange vs previous 13F -893 shares
0.1% of the 13F portfolio, value $11,178,853.
13F-HR 0000932974-25-000013 filed by LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 72,296 sharesChange vs previous 13F -293 shares
0.09% of the 13F portfolio, value $10,352,067.
13F-HR 0000932974-25-000012 filed by LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 72,589 sharesChange vs previous 13F +1,564 shares
0.1% of the 13F portfolio, value $9,921,464.
13F-HR 0000932974-25-000004 filed by LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 71,025 sharesChange vs previous 13F -594 shares
0.1% of the 13F portfolio, value $11,167,258.
13F-HR 0000932974-25-000001 filed by LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 71,619 sharesChange vs previous 13F not available
0.1% of the 13F portfolio, value $10,775,081.
13F-HR 0000932974-24-000006 filed by LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).