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Colonial Trust Advisors: CVX position timeline

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

Colonial Trust Advisors held 101,741 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 101,741 shares
    Change vs previous 13F -2,235 shares

    0.76% of the 13F portfolio, value $16,864,580.

    13F-HR 0001398344-26-013984 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 66,208 shares
    • Colonial Trust Co / SC: 35,533 shares

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

  2. period ended2026-03-31
    13F 103,976 shares
    Change vs previous 13F -1,765 shares

    1.06% of the 13F portfolio, value $21,512,462.

    13F-HR 0001398344-26-009001 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 67,306 shares
    • Colonial Trust Co / SC: 36,670 shares

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

  3. period ended2025-12-31
    13F 105,741 shares
    Change vs previous 13F -2,332 shares

    0.78% of the 13F portfolio, value $16,116,067.

    13F-HR 0001398344-26-002829 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 68,176 shares
    • Colonial Trust Co / SC: 37,565 shares

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

  4. period ended2025-09-30
    13F 108,073 shares
    Change vs previous 13F +122 shares

    0.82% of the 13F portfolio, value $16,782,618.

    13F-HR 0001398344-25-020602 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 69,358 shares
    • Colonial Trust Co / SC: 38,715 shares

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

  5. period ended2025-06-30
    13F 107,951 shares
    Change vs previous 13F -1,804 shares

    0.81% of the 13F portfolio, value $15,457,543.

    13F-HR 0001398344-25-015189 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 69,000 shares
    • Colonial Trust Co / SC: 38,951 shares

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

  6. period ended2025-03-31
    13F 109,755 shares
    Change vs previous 13F -12 shares

    1.04% of the 13F portfolio, value $18,360,955.

    13F-HR 0001398344-25-009319 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 69,561 shares
    • Colonial Trust Co / SC: 40,194 shares

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

  7. period ended2024-12-31
    13F 109,767 shares
    Change vs previous 13F +467 shares

    0.88% of the 13F portfolio, value $15,898,715.

    13F-HR 0001398344-25-002651 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 69,227 shares
    • Colonial Trust Co / SC: 40,540 shares

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

  8. period ended2024-09-30
    13F 109,300 shares
    Change vs previous 13F not available

    0.89% of the 13F portfolio, value $16,096,610.

    13F-HR 0001398344-24-020481 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 71,976 shares
    • Colonial Trust Co / SC: 37,324 shares

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