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Rossmore Private Capital: CVX position timeline

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

Rossmore Private Capital held 270,207 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 270,207 shares
    Change vs previous 13F 0 shares

    3.64% of the 13F portfolio, value $44,789,475.

    13F-HR 0001398344-26-013208 filed by Rossmore Private Capital
    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 270,207 shares
    Change vs previous 13F -478 shares

    4.93% of the 13F portfolio, value $55,905,782.

    13F-HR 0001398344-26-008115 filed by Rossmore Private Capital
    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 270,685 shares
    Change vs previous 13F +22,927 shares

    3.69% of the 13F portfolio, value $41,255,067.

    13F-HR 0001398344-26-002304 filed by Rossmore Private Capital
    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 247,758 shares
    Change vs previous 13F -103 shares

    4.15% of the 13F portfolio, value $38,474,305.

    13F-HR 0001398344-25-020058 filed by Rossmore Private Capital
    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 247,861 shares
    Change vs previous 13F -220 shares

    4.14% of the 13F portfolio, value $35,491,185.

    13F-HR 0001062993-25-013790 filed by Rossmore Private Capital
    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 248,081 shares
    Change vs previous 13F -1,531 shares

    5.11% of the 13F portfolio, value $41,501,433.

    13F-HR 0001062993-25-009136 filed by Rossmore Private Capital
    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 249,612 shares
    Change vs previous 13F -1,520 shares

    4.47% of the 13F portfolio, value $36,179,004.

    13F-HR 0001062993-25-002262 filed by Rossmore Private Capital
    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 251,132 shares
    Change vs previous 13F not available

    4.57% of the 13F portfolio, value $36,984,210.

    13F-HR 0001062993-24-018306 filed by Rossmore Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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