PATTEN & PATTEN INC/TN: CVX position timeline

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

PATTEN & PATTEN INC/TN held 50,245 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

period ended2026-06-30
13F 50,245 shares
Change vs previous 13F -510 shares
0.44% of the 13F portfolio, value $8,328,693.
13F-HR 0001044905-26-000004 filed by PATTEN & PATTEN INC/TN
Filed 2026-08-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 50,755 shares
Change vs previous 13F -199 shares
0.63% of the 13F portfolio, value $10,501,107.
13F-HR 0001044905-26-000003 filed by PATTEN & PATTEN INC/TN
Filed 2026-05-01 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 50,954 shares
Change vs previous 13F -1,774 shares
0.46% of the 13F portfolio, value $7,765,847.
13F-HR 0001044905-26-000001 filed by PATTEN & PATTEN INC/TN
Filed 2026-02-03 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 52,728 shares
Change vs previous 13F -3,263 shares
0.48% of the 13F portfolio, value $8,188,188.
13F-HR 0001044905-25-000006 filed by PATTEN & PATTEN INC/TN
Filed 2025-10-31 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 55,991 shares
Change vs previous 13F -1,531 shares
0.52% of the 13F portfolio, value $8,017,387.
13F-HR 0001044905-25-000004 filed by PATTEN & PATTEN INC/TN
Filed 2025-07-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F 57,522 shares
Change vs previous 13F -890 shares
0.64% of the 13F portfolio, value $9,622,864.
13F-HR 0001044905-25-000003 filed by PATTEN & PATTEN INC/TN
Filed 2025-05-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 58,412 shares
Change vs previous 13F -1,697 shares
0.56% of the 13F portfolio, value $8,460,391.
13F-HR 0001044905-25-000001 filed by PATTEN & PATTEN INC/TN
Filed 2025-02-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 60,109 shares
Change vs previous 13F not available
0.59% of the 13F portfolio, value $8,852,249.
13F-HR 0001044905-24-000004 filed by PATTEN & PATTEN INC/TN
Filed 2024-11-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
Acceptance time not in the bulk data set (spec §4.2).