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Disclosery

Essex Financial Services, Inc.: CVX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Essex Financial Services, Inc. on CVX, newest first. How the timeline and the estimate are built.

Essex Financial Services, Inc. held 177,970 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 177,970 shares
    Change vs previous 13F -1,348 shares

    1.19% of the 13F portfolio, value $29,500,237.

    13F-HR 0001999371-26-015645 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 45,528 shares
    • Essex Bank: 132,442 shares

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

  2. period ended2026-03-31
    13F 179,318 shares
    Change vs previous 13F -763 shares

    1.66% of the 13F portfolio, value $37,100,870.

    13F-HR 0001999371-26-008506 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 46,860 shares
    • Essex Bank: 132,458 shares

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

  3. period ended2025-12-31
    13F 180,081 shares
    Change vs previous 13F +250 shares

    1.24% of the 13F portfolio, value $27,446,104.

    13F-HR 0001999371-26-002300 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 46,416 shares
    • Essex Bank: 133,665 shares

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

  4. period ended2025-09-30
    13F 179,831 shares
    Change vs previous 13F +305 shares

    1.32% of the 13F portfolio, value $27,925,957.

    13F-HR 0001999371-25-016817 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 47,515 shares
    • Essex Bank: 132,316 shares

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

  5. period ended2025-06-30
    13F 179,526 shares
    Change vs previous 13F -4,160 shares

    1.32% of the 13F portfolio, value $25,706,267.

    13F-HR 0001999371-25-008989 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 46,628 shares
    • Essex Bank: 132,898 shares

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

  6. period ended2025-03-31
    13F 183,686 shares
    Change vs previous 13F -698 shares

    1.71% of the 13F portfolio, value $30,728,830.

    13F-HR 0001999371-25-004444 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 50,333 shares
    • Essex Bank: 133,353 shares

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

  7. period ended2024-12-31
    13F 184,384 shares
    Change vs previous 13F +421 shares

    1.47% of the 13F portfolio, value $26,706,196.

    13F-HR 0001999371-25-000325 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 50,088 shares
    • Essex Bank: 134,296 shares

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

  8. period ended2024-09-30
    13F 183,963 shares
    Change vs previous 13F not available

    1.52% of the 13F portfolio, value $27,272,258.

    13F-HR 0001999371-24-014235 filed by Essex Bank
    Filed (acceptance time not in the bulk data set), ingested

    • Essex Financial Services, Inc.: 49,434 shares
    • Essex Bank: 134,529 shares

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