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Disclosery

Brewster Financial Planning LLC: CVX position timeline

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

Brewster Financial Planning LLC held 1,929 CVX shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,929 shares
    Change vs previous 13F -20 shares

    0.22% of the 13F portfolio, value $393,922.

    13F-HR 0001898145-26-000005 filed by Brewster Financial Planning LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,949 shares
    Change vs previous 13F +20 shares

    0.18% of the 13F portfolio, value $323,067.

    13F-HR 0001898145-26-000003 filed by Brewster Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 1,929 shares
    Change vs previous 13F -5 shares

    0.24% of the 13F portfolio, value $399,111.

    13F-HR 0001898145-26-000002 filed by Brewster Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 1,934 shares
    Change vs previous 13F +5 shares

    0.18% of the 13F portfolio, value $294,761.

    13F-HR 0001898145-26-000001 filed by Brewster Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 1,929 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $299,555.

    13F-HR 0001898145-25-000006 filed by Brewster Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 1,929 shares
    Change vs previous 13F 0 shares

    0.19% of the 13F portfolio, value $276,214.

    13F-HR 0001898145-25-000004 filed by Brewster Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 1,929 shares
    Change vs previous 13F 0 shares

    0.24% of the 13F portfolio, value $322,703.

    13F-HR 0001898145-25-000003 filed by Brewster Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 1,929 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $279,397.

    13F-HR 0001898145-25-000001 filed by Brewster Financial Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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