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Disclosery

HighTower Trust Company, N.A.: CVX position timeline

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

HighTower Trust Company, N.A. held 69,948 CVX shares at 2023-03-31 per its 13F-HR filed 2023-04-21.

the latest 13F is the newest step

  1. period ended2023-03-31
    13F 69,948 shares
    Change vs previous 13F -4,243 shares

    1.09% of the 13F portfolio, value $11,168,642.

    13F-HR 0001085146-23-001808 filed by HighTower Trust Company, N.A.
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2022-12-31
    13F 74,191 shares
    Change vs previous 13F +3,757 shares

    1.27% of the 13F portfolio, value $13,130,323.

    13F-HR 0001085146-23-000466 filed by HighTower Trust Company, N.A.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2022-09-30
    13F 70,434 shares
    Change vs previous 13F +70,434 shares

    1.11% of the 13F portfolio, value $10,119,000.

    13F-HR 0001085146-22-003276 filed by HighTower Trust Company, N.A.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2022-06-30
    13F 0 shares
    Change vs previous 13F -45,797 shares

    13F-HR 0001085146-22-002508 filed by HighTower Trust Company, N.A.
    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 ended2022-03-31
    13F 45,797 shares
    Change vs previous 13F -2,536 shares

    0.71% of the 13F portfolio, value $7,457,000.

    13F-HR 0001085146-22-001489 filed by HighTower Trust Company, N.A.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2021-12-31
    13F 48,333 shares
    Change vs previous 13F -1,856 shares

    0.55% of the 13F portfolio, value $5,672,000.

    13F-HR 0001085146-22-000129 filed by HighTower Trust Company, N.A.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2021-09-30
    13F 50,189 shares
    Change vs previous 13F +172 shares

    0.63% of the 13F portfolio, value $5,092,000.

    13F-HR 0001085146-21-002910 filed by HighTower Trust Company, N.A.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2021-06-30
    13F 50,017 shares
    Change vs previous 13F not available

    0.64% of the 13F portfolio, value $5,239,000.

    13F-HR 0001090413-21-000005 filed by HighTower Trust Company, N.A.
    Filed (acceptance time not in the bulk data set), ingested

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