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Disclosery

Trek Financial, LLC: CVX position timeline

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

Trek Financial, LLC held 62,546 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 62,546 shares
    Change vs previous 13F +58,117 shares

    0.52% of the 13F portfolio, value $10,367,690.

    13F-HR 0001104659-26-095623 filed by Trek 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 4,429 shares
    Change vs previous 13F -9,467 shares

    0.05% of the 13F portfolio, value $916,455.

    13F-HR 0001104659-26-059964 filed by Trek 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 13,896 shares
    Change vs previous 13F +1,622 shares

    0.12% of the 13F portfolio, value $2,117,817.

    13F-HR 0001104659-26-010107 filed by Trek 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 12,274 shares
    Change vs previous 13F +3,510 shares

    0.11% of the 13F portfolio, value $1,906,095.

    13F-HR 0001104659-25-104735 filed by Trek 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 8,764 shares
    Change vs previous 13F -534 shares

    0.08% of the 13F portfolio, value $1,254,871.

    13F-HR 0001104659-25-077438 filed by Trek 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 9,298 shares
    Change vs previous 13F +1,316 shares

    0.11% of the 13F portfolio, value $1,555,443.

    13F-HR 0001104659-25-041935 filed by Trek 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 7,982 shares
    Change vs previous 13F +2,249 shares

    0.09% of the 13F portfolio, value $1,156,138.

    13F-HR 0001104659-25-012598 filed by Trek 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 5,733 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $844,226.

    13F-HR 0001104659-24-118448 filed by Trek Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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