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Disclosery

Montecito Bank & Trust: CVX position timeline

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

Montecito Bank & Trust held 29,833 CVX shares at 2026-09-30 per its 13F-HR filed 2026-10-01.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 29,833 shares
    Change vs previous 13F -213 shares

    0.92% of the 13F portfolio, value $6,092,197.

    13F-HR 0001422508-26-000004 filed by Montecito Bank & Trust
    Accepted , ingested

  2. period ended2026-06-30
    13F 30,046 shares
    Change vs previous 13F -878 shares

    0.75% of the 13F portfolio, value $4,980,425.

    13F-HR 0001422508-26-000003 filed by Montecito Bank & Trust
    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 30,924 shares
    Change vs previous 13F -119 shares

    1.05% of the 13F portfolio, value $6,398,176.

    13F-HR 0001422508-26-000002 filed by Montecito Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 31,043 shares
    Change vs previous 13F +706 shares

    0.75% of the 13F portfolio, value $4,731,263.

    13F-HR 0001422508-26-000001 filed by Montecito Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 30,337 shares
    Change vs previous 13F -792 shares

    0.73% of the 13F portfolio, value $4,711,033.

    13F-HR 0001422508-25-000004 filed by Montecito Bank & 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 31,129 shares
    Change vs previous 13F -120 shares

    0.92% of the 13F portfolio, value $5,207,571.

    13F-HR 0001422508-25-000002 filed by Montecito Bank & 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 31,249 shares
    Change vs previous 13F not available

    0.78% of the 13F portfolio, value $4,526,105.

    13F-HR 0001422508-25-000001 filed by Montecito Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

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