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Montecito Bank & Trust

SEC CIK
0001422508
Latest filing
Oct 1, 2026

CVX holding history

Chevron Corp in every 13F filed by Montecito Bank & Trust, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CVX overviewAll 13F holders of CVXFull Q3 2026 holdings

Shares (Q3 2026)
29,833
Value
$6.09M
% of portfolio
0.9%
Quarters held
22
Since Q1 2021
Holdings of CVX by Montecito Bank & Trust, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 202629,833$6.09M0.9%−213−0.7%ReducedHolders
Q2 202630,046$4.98M0.7%−878−2.8%ReducedHolders
Q1 202630,924$6.40M1.1%−119−0.4%ReducedHolders
Q4 202531,043$4.73M0.8%+706+2.3%AddedHolders
Q3 202530,337$4.71M0.7%–No prior filingHolders
Q2 2025––––Not filedHolders
Q1 202531,129$5.21M0.9%−120−0.4%ReducedHolders
Q4 202431,249$4.53M0.8%−195−0.6%ReducedHolders
Q3 202431,444$4.63M0.8%+8,173+35.1%AddedHolders
Q2 202423,271$3.64M0.7%−597−2.5%ReducedHolders
Q1 202423,868$3.76M0.8%−528−2.2%ReducedHolders
Q4 202324,396$3.64M0.8%−882−3.5%ReducedHolders
Q3 202325,278$4.26M1.0%−229−0.9%ReducedHolders
Q2 202325,507$4.01M0.9%−876−3.3%ReducedHolders
Q1 202326,383$4.30M1.0%−156−0.6%ReducedHolders
Q4 202226,539$4.76M1.2%−387−1.4%ReducedHolders
Q3 202226,926$3.87M1.0%−5,415−16.7%ReducedHolders
Q2 202232,341$4.68M1.1%−70.0%ReducedHolders
Q1 202232,348$5.27M1.0%−1,024−3.1%ReducedHolders
Q4 202133,372$3.92M0.7%−2,853−7.9%ReducedHolders
Q3 202136,225$3.67M0.7%+643+1.8%AddedHolders
Q2 202135,582$3.73M0.7%+525+1.5%AddedHolders
Q1 202135,057$3.67M0.8%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.