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Disclosery

PRIVATE TRUST CO NA: CVX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of PRIVATE TRUST CO NA on CVX, newest first. How the timeline and the estimate are built.

PRIVATE TRUST CO NA held 34,626 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,626 shares
    Change vs previous 13F +1,274 shares

    0.46% of the 13F portfolio, value $5,739,659.

    13F-HR 0001277557-26-000003 filed by PRIVATE TRUST CO NA
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 33,352 shares
    Change vs previous 13F +273 shares

    0.62% of the 13F portfolio, value $6,900,596.

    13F-HR 0001277557-26-000002 filed by PRIVATE TRUST CO NA
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 33,079 shares
    Change vs previous 13F -587 shares

    0.44% of the 13F portfolio, value $5,041,568.

    13F-HR 0001277557-26-000001 filed by PRIVATE TRUST CO NA
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 33,666 shares
    Change vs previous 13F -547 shares

    0.46% of the 13F portfolio, value $5,227,991.

    13F-HR 0001277557-25-000005 filed by PRIVATE TRUST CO NA
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 34,213 shares
    Change vs previous 13F +2,737 shares

    0.47% of the 13F portfolio, value $4,899,019.

    13F-HR 0001277557-25-000003 filed by PRIVATE TRUST CO NA
    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 31,476 shares
    Change vs previous 13F +1,251 shares

    0.54% of the 13F portfolio, value $5,265,670.

    13F-HR 0001277557-25-000002 filed by PRIVATE TRUST CO NA
    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 30,225 shares
    Change vs previous 13F -1,408 shares

    0.45% of the 13F portfolio, value $4,377,807.

    13F-HR 0001277557-25-000001 filed by PRIVATE TRUST CO NA
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 31,633 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $4,658,610.

    13F-HR 0001277557-24-000004 filed by PRIVATE TRUST CO NA
    Filed (acceptance time not in the bulk data set), ingested

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