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Disclosery

BankPlus Trust Department: CVX position timeline

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

BankPlus Trust Department held 14,885 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 14,885 shares
    Change vs previous 13F +1,979 shares

    0.38% of the 13F portfolio, value $2,467,500.

    13F-HR 0002047270-26-000003 filed by BankPlus Trust Department
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 10,974 shares
    • BankPlus Wealth Management LLC: 3,911 shares

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

  2. period ended2026-03-31
    13F 12,906 shares
    Change vs previous 13F +10,660 shares

    0.47% of the 13F portfolio, value $2,670,399.

    13F-HR 0002047270-26-000002 filed by BankPlus Trust Department
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 10,074 shares
    • BankPlus Wealth Management LLC: 2,832 shares

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

  3. period ended2025-12-31
    13F 2,246 shares
    Change vs previous 13F -1,326 shares

    0.09% of the 13F portfolio, value $342,313.

    13F-HR 0002047270-26-000001 filed by BankPlus Trust Department
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 2,246 shares
    • BankPlus Wealth Management LLC: 0 shares

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

  4. period ended2025-09-30
    13F 3,572 shares
    Change vs previous 13F +1,348 shares

    0.1% of the 13F portfolio, value $554,797.

    13F-HR 0002047270-25-000009 filed by BankPlus Trust Department
    Filed (acceptance time not in the bulk data set), ingested

    • BankPlus Trust Department: 2,246 shares
    • BankPlus Wealth Management LLC: 1,326 shares

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

  5. period ended2025-06-30
    13F 2,224 shares
    Change vs previous 13F -148 shares

    0.09% of the 13F portfolio, value $318,455.

    13F-HR 0002047270-25-000006 filed by BankPlus Trust Department
    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 2,372 shares
    Change vs previous 13F -121 shares

    0.13% of the 13F portfolio, value $396,812.

    13F-HR 0002047270-25-000004 filed by BankPlus Trust Department
    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 2,493 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $361,086.

    13F-HR 0002047270-25-000001 filed by BankPlus Trust Department
    Filed (acceptance time not in the bulk data set), ingested

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