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Disclosery

Pathstone Holdings, LLC: CVX position timeline

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

Pathstone Holdings, LLC held 288,864 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 288,864 shares
    Change vs previous 13F +7,738 shares

    0.14% of the 13F portfolio, value $47,968,110.

    13F-HR 0002011612-26-000003 filed by Pathstone 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 281,126 shares
    Change vs previous 13F +10,964 shares

    0.23% of the 13F portfolio, value $58,164,718.

    13F-HR 0002011612-26-000002 filed by Pathstone 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 270,162 shares
    Change vs previous 13F -4,448 shares

    0.16% of the 13F portfolio, value $41,175,461.

    13F-HR 0002011612-26-000001 filed by Pathstone 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 274,610 shares
    Change vs previous 13F +53,666 shares

    0.16% of the 13F portfolio, value $42,644,259.

    13F-HR 0002011612-25-000002 filed by Pathstone 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 220,944 shares
    Change vs previous 13F -39,551 shares

    0.13% of the 13F portfolio, value $31,637,411.

    13F-HR 0001085146-25-004936 filed by Pathstone 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 260,495 shares
    Change vs previous 13F +6,030 shares

    0.19% of the 13F portfolio, value $43,123,114.

    13F-HR 0001085146-25-003172 filed by Pathstone 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 254,465 shares
    Change vs previous 13F -11,694 shares

    0.16% of the 13F portfolio, value $36,863,342.

    13F-HR 0001085146-25-001679 filed by Pathstone 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 266,159 shares
    Change vs previous 13F not available

    0.18% of the 13F portfolio, value $39,197,311.

    13F-HR 0001085146-24-005443 filed by Pathstone Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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