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Asset Planning,Inc: CVX position timeline

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

Asset Planning,Inc held 10,030 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,030 shares
    Change vs previous 13F +239 shares

    1.08% of the 13F portfolio, value $1,662,645.

    13F-HR 0002048547-26-000003 filed by Asset Planning,Inc
    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 9,791 shares
    Change vs previous 13F +228 shares

    1.44% of the 13F portfolio, value $2,025,807.

    13F-HR 0002048547-26-000002 filed by Asset Planning,Inc
    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 9,563 shares
    Change vs previous 13F -225 shares

    1.02% of the 13F portfolio, value $1,457,509.

    13F-HR 0002048547-26-000001 filed by Asset Planning,Inc
    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 9,788 shares
    Change vs previous 13F +146 shares

    1.1% of the 13F portfolio, value $1,519,908.

    13F-HR 0002048547-25-000007 filed by Asset Planning,Inc
    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 9,642 shares
    Change vs previous 13F +47 shares

    1.04% of the 13F portfolio, value $1,380,689.

    13F-HR 0002048547-25-000003 filed by Asset Planning,Inc
    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 9,595 shares
    Change vs previous 13F +639 shares

    1.26% of the 13F portfolio, value $1,605,154.

    13F-HR 0002048547-25-000002 filed by Asset Planning,Inc
    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 8,956 shares
    Change vs previous 13F not available

    0.99% of the 13F portfolio, value $1,297,176.

    13F-HR 0002048547-25-000001 filed by Asset Planning,Inc
    Filed (acceptance time not in the bulk data set), ingested

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