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
- period ended2026-06-3013F 336,356 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 382,225 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 379,911 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 399,001 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 438,175 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 384,112 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 396,746 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 338,454 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).