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Vest Financial, LLC: CVX position timeline

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

Vest Financial, LLC held 336,356 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 336,356 shares
    Change vs previous 13F -45,869 shares

    0.59% of the 13F portfolio, value $55,754,370.

    13F-HR 0001709632-26-000006 filed by Vest 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 382,225 shares
    Change vs previous 13F +2,314 shares

    0.95% of the 13F portfolio, value $79,082,351.

    13F-HR 0001709632-26-000004 filed by Vest 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 379,911 shares
    Change vs previous 13F -19,090 shares

    0.73% of the 13F portfolio, value $57,902,236.

    13F-HR 0001709632-26-000002 filed by Vest 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 399,001 shares
    Change vs previous 13F -39,174 shares

    0.81% of the 13F portfolio, value $61,960,866.

    13F-HR 0001709632-25-000006 filed by Vest 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 438,175 shares
    Change vs previous 13F +54,063 shares

    0.89% of the 13F portfolio, value $62,742,279.

    13F-HR 0001085146-25-004177 filed by Vest 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 384,112 shares
    Change vs previous 13F -12,634 shares

    1% of the 13F portfolio, value $64,258,097.

    13F-HR 0001085146-25-002044 filed by Vest 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 396,746 shares
    Change vs previous 13F +58,292 shares

    1.02% of the 13F portfolio, value $57,464,692.

    13F-HR 0001085146-25-000544 filed by Vest 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 338,454 shares
    Change vs previous 13F not available

    0.96% of the 13F portfolio, value $49,844,121.

    13F-HR 0001085146-24-004998 filed by Vest Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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