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Disclosery

PORTOLA GROUP INC /CA: CVX position timeline

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

PORTOLA GROUP INC /CA held 16,750 CVX shares at 2015-06-30 per its 13F-HR filed 2015-07-17.

the latest 13F is the newest step

  1. period ended2015-06-30
    13F 16,750 shares
    Change vs previous 13F +750 shares

    2.14% of the 13F portfolio, value $1,616,000.

    13F-HR 0000883724-15-000010 filed by PORTOLA GROUP INC /CA
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2015-03-31
    13F 16,000 shares
    Change vs previous 13F +2,000 shares

    2.08% of the 13F portfolio, value $1,680,000.

    13F-HR 0000883724-15-000009 filed by PORTOLA GROUP INC /CA
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2014-12-31
    13F 14,000 shares
    Change vs previous 13F +14,000 shares

    1.76% of the 13F portfolio, value $1,571,000.

    13F-HR 0000883724-15-000005 filed by PORTOLA GROUP INC /CA
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2014-03-31
    13F 0 shares
    Change vs previous 13F -3,250 shares

    13F-HR 0000883724-15-000008 filed by PORTOLA GROUP INC /CA
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  5. period ended2013-12-31
    13F 3,250 shares
    Change vs previous 13F +600 shares

    0.26% of the 13F portfolio, value $406,000.

    13F-HR 0000883724-14-000002 filed by PORTOLA GROUP INC /CA
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2013-09-30
    13F 2,650 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $322,000.

    13F-HR 0000883724-13-000007 filed by PORTOLA GROUP INC /CA
    Filed (acceptance time not in the bulk data set), ingested

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