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Disclosery

Freestone Capital Holdings, LLC: CVX position timeline

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

Freestone Capital Holdings, LLC held 66,984 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 66,984 shares
    Change vs previous 13F +4,883 shares

    0.29% of the 13F portfolio, value $11,103,407.

    13F-HR 0001172661-26-002975 filed by Freestone Capital Holdings, 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 62,101 shares
    Change vs previous 13F +925 shares

    0.39% of the 13F portfolio, value $12,848,595.

    13F-HR 0001172661-26-001772 filed by Freestone Capital Holdings, 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 61,176 shares
    Change vs previous 13F +2,120 shares

    0.28% of the 13F portfolio, value $9,323,885.

    13F-HR 0001172661-26-000297 filed by Freestone Capital Holdings, 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 59,056 shares
    Change vs previous 13F +3,838 shares

    0.28% of the 13F portfolio, value $9,170,759.

    13F-HR 0001172661-25-004725 filed by Freestone Capital Holdings, 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 55,218 shares
    Change vs previous 13F +1,365 shares

    0.27% of the 13F portfolio, value $7,906,620.

    13F-HR 0001172661-25-002886 filed by Freestone Capital Holdings, 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 53,853 shares
    Change vs previous 13F -4,742 shares

    0.34% of the 13F portfolio, value $9,009,147.

    13F-HR 0001172661-25-001788 filed by Freestone Capital Holdings, 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 58,595 shares
    Change vs previous 13F +11 shares

    0.29% of the 13F portfolio, value $8,486,973.

    13F-HR 0001172661-25-000557 filed by Freestone Capital Holdings, 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 58,584 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $8,627,763.

    13F-HR 0001172661-24-004850 filed by Freestone Capital Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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