Charles Schwab Trust Co: CVX position timeline

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

Charles Schwab Trust Co held 37,734,785 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

period ended2026-06-30
13F 37,734,785 shares
Change vs previous 13F +1,596,728 shares
0.83% of the 13F portfolio, value $6,255,689,775.
13F-HR 0001752724-26-000057 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2026-08-14 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 37,714,808 shares
- Charles Schwab Trust Co: 19,977 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2026-03-31
13F 36,138,057 shares
Change vs previous 13F +79,140 shares
1.14% of the 13F portfolio, value $7,475,249,875.
13F-HR 0001752724-26-000037 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2026-05-15 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 36,118,480 shares
- Charles Schwab Trust Co: 19,577 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-12-31
13F 36,058,917 shares
Change vs previous 13F +961,865 shares
0.85% of the 13F portfolio, value $5,495,740,923.
13F-HR 0001752724-26-000003 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2026-02-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 36,036,844 shares
- Charles Schwab Trust Co: 22,073 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-09-30
13F 35,097,052 shares
Change vs previous 13F +302,773 shares
0.87% of the 13F portfolio, value $5,450,438,964.
13F-HR 0001752724-25-215019 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2025-11-10 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 35,075,503 shares
- Charles Schwab Trust Co: 21,549 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-06-30
13F 34,794,279 shares
Change vs previous 13F +1,343,240 shares
0.86% of the 13F portfolio, value $4,982,337,086.
13F-HR 0001752724-25-186359 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2025-08-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 34,772,753 shares
- Charles Schwab Trust Co: 21,526 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2025-03-31
13F/A 33,451,039 shares
Change vs previous 13F +1,576,542 shares
1.05% of the 13F portfolio, value $5,595,777,685.
13F-HR/A 0001752724-25-215014 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2025-09-15 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 33,430,030 shares
- Charles Schwab Trust Co: 21,009 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-12-31
13F 31,874,497 shares
Change vs previous 13F +745,804 shares
0.85% of the 13F portfolio, value $4,616,702,470.
13F-HR 0001752724-25-020817 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2025-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 31,855,566 shares
- Charles Schwab Trust Co: 18,931 shares
Acceptance time not in the bulk data set (spec §4.2).
period ended2024-09-30
13F 31,128,693 shares
Change vs previous 13F not available
0.87% of the 13F portfolio, value $4,584,072,839.
13F-HR 0001752724-24-247180 filed by CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Filed 2024-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC
- CHARLES SCHWAB INVESTMENT MANAGEMENT INC: 31,108,760 shares
- Charles Schwab Trust Co: 19,933 shares
Acceptance time not in the bulk data set (spec §4.2).