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Talbot Financial, LLC: CVX position timeline

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

Talbot Financial, LLC held 162,376 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 162,376 shares
    Change vs previous 13F +4,489 shares

    1.98% of the 13F portfolio, value $26,915,520.

    13F-HR 0001966180-26-000004 filed by Talbot Financial, LLC
    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 157,887 shares
    Change vs previous 13F +2,186 shares

    2.75% of the 13F portfolio, value $32,666,782.

    13F-HR 0001966180-26-000003 filed by Talbot Financial, LLC
    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 155,701 shares
    Change vs previous 13F +1,774 shares

    1.95% of the 13F portfolio, value $23,730,436.

    13F-HR 0001966180-26-000002 filed by Talbot Financial, LLC
    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 153,927 shares
    Change vs previous 13F +6,879 shares

    2.02% of the 13F portfolio, value $23,903,382.

    13F-HR 0001966180-25-000006 filed by Talbot Financial, LLC
    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 147,048 shares
    Change vs previous 13F +33,466 shares

    1.99% of the 13F portfolio, value $21,055,793.

    13F-HR 0001966180-25-000004 filed by Talbot Financial, LLC
    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 113,582 shares
    Change vs previous 13F -16 shares

    2.38% of the 13F portfolio, value $19,001,122.

    13F-HR 0001966180-25-000003 filed by Talbot Financial, LLC
    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 113,598 shares
    Change vs previous 13F +3,478 shares

    1.96% of the 13F portfolio, value $16,453,502.

    13F-HR 0001966180-25-000001 filed by Talbot Financial, LLC
    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 110,120 shares
    Change vs previous 13F not available

    1.97% of the 13F portfolio, value $16,217,338.

    13F-HR 0001966180-24-000005 filed by Talbot Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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