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Disclosery

Matrix Trust Co: CVX position timeline

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

Matrix Trust Co held 5,955 CVX shares at 2026-09-30 per its 13F-HR filed 2026-10-07.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 5,955 shares
    Change vs previous 13F -61 shares

    0.18% of the 13F portfolio, value $1,216,000.

    13F-HR 0001784277-26-000008 filed by Matrix Trust Co
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,016 shares
    Change vs previous 13F +24 shares

    0.14% of the 13F portfolio, value $997,000.

    13F-HR 0001784277-26-000006 filed by Matrix 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 ended2026-03-31
    13F 5,992 shares
    Change vs previous 13F -278 shares

    0.21% of the 13F portfolio, value $1,240,000.

    13F-HR 0001784277-26-000004 filed by Matrix 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 ended2025-12-31
    13F 6,270 shares
    Change vs previous 13F +1 shares

    0.16% of the 13F portfolio, value $956,000.

    13F-HR 0001784277-26-000001 filed by Matrix 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 ended2025-09-30
    13F 6,269 shares
    Change vs previous 13F -460 shares

    0.15% of the 13F portfolio, value $974,000.

    13F-HR 0001784277-25-000009 filed by Matrix 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 ended2025-06-30
    13F 6,729 shares
    Change vs previous 13F -1,643 shares

    0.15% of the 13F portfolio, value $964,000.

    13F-HR 0001784277-25-000005 filed by Matrix 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 ended2025-03-31
    13F 8,372 shares
    Change vs previous 13F -81 shares

    0.24% of the 13F portfolio, value $1,401,000.

    13F-HR 0001784277-25-000003 filed by Matrix Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 8,453 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $1,224,000.

    13F-HR 0001784277-25-000001 filed by Matrix Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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