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Disclosery

Welch & Forbes LLC: CVX position timeline

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

Welch & Forbes LLC held 398,635 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 398,635 shares
    Change vs previous 13F -1,901 shares

    0.8% of the 13F portfolio, value $66,077,742.

    13F-HR 0000105495-26-000003 filed by Welch & Forbes 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 400,536 shares
    Change vs previous 13F -7,159 shares

    1.07% of the 13F portfolio, value $82,871,095.

    13F-HR 0000105495-26-000002 filed by Welch & Forbes 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 407,695 shares
    Change vs previous 13F -7,513 shares

    0.75% of the 13F portfolio, value $62,136,895.

    13F-HR 0000105495-26-000001 filed by Welch & Forbes 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 415,208 shares
    Change vs previous 13F -380 shares

    0.78% of the 13F portfolio, value $64,477,745.

    13F-HR 0000105495-25-000002 filed by Welch & Forbes 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 415,588 shares
    Change vs previous 13F +931 shares

    0.74% of the 13F portfolio, value $59,508,159.

    13F-HR 0001085146-25-004501 filed by Welch & Forbes 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 414,657 shares
    Change vs previous 13F +1,802 shares

    0.91% of the 13F portfolio, value $69,368,063.

    13F-HR 0001085146-25-002565 filed by Welch & Forbes 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 412,855 shares
    Change vs previous 13F -6,673 shares

    0.77% of the 13F portfolio, value $59,797,900.

    13F-HR 0001085146-25-000876 filed by Welch & Forbes 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 419,528 shares
    Change vs previous 13F not available

    0.79% of the 13F portfolio, value $61,783,991.

    13F-HR 0001085146-24-005341 filed by Welch & Forbes LLC
    Filed (acceptance time not in the bulk data set), ingested

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