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Disclosery

ASSET PLANNING SERVICES INC /LA/ /ADV: CVX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ASSET PLANNING SERVICES INC /LA/ /ADV on CVX, newest first. How the timeline and the estimate are built.

ASSET PLANNING SERVICES INC /LA/ /ADV held 40,534 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 40,534 shares
    Change vs previous 13F -2,016 shares

    2.85% of the 13F portfolio, value $6,719,000.

    13F-HR 0000811407-26-000003 filed by ASSET PLANNING SERVICES INC /LA/ /ADV
    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 42,550 shares
    Change vs previous 13F +270 shares

    3.86% of the 13F portfolio, value $8,804,000.

    13F-HR 0000811407-26-000002 filed by ASSET PLANNING SERVICES INC /LA/ /ADV
    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 42,280 shares
    Change vs previous 13F -2,175 shares

    2.85% of the 13F portfolio, value $6,444,000.

    13F-HR 0000811407-26-000001 filed by ASSET PLANNING SERVICES INC /LA/ /ADV
    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 44,455 shares
    Change vs previous 13F +750 shares

    2.91% of the 13F portfolio, value $6,903,000.

    13F-HR 0000811407-25-000006 filed by ASSET PLANNING SERVICES INC /LA/ /ADV
    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 43,705 shares
    Change vs previous 13F +115 shares

    2.88% of the 13F portfolio, value $6,258,000.

    13F-HR 0000811407-25-000005 filed by ASSET PLANNING SERVICES INC /LA/ /ADV
    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/A 43,590 shares
    Change vs previous 13F -275 shares

    3.71% of the 13F portfolio, value $7,292,000.

    13F-HR/A 0000811407-25-000004 filed by ASSET PLANNING SERVICES INC /LA/ /ADV
    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 43,865 shares
    Change vs previous 13F +100 shares

    3.1% of the 13F portfolio, value $6,353,000.

    13F-HR 0000811407-25-000001 filed by ASSET PLANNING SERVICES INC /LA/ /ADV
    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 43,765 shares
    Change vs previous 13F not available

    3.19% of the 13F portfolio, value $6,445,000.

    13F-HR 0000811407-24-000004 filed by ASSET PLANNING SERVICES INC /LA/ /ADV
    Filed (acceptance time not in the bulk data set), ingested

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