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Capital Planning Advisors, LLC: CVX position timeline

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

Capital Planning Advisors, LLC held 34,601 CVX shares at 2026-03-31 per its 13F-HR filed 2026-05-14.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 34,601 shares
    Change vs previous 13F +2,367 shares

    1.04% of the 13F portfolio, value $7,159,022.

    13F-HR 0001172661-26-001916 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 32,234 shares
    Change vs previous 13F +974 shares

    0.66% of the 13F portfolio, value $4,912,839.

    13F-HR 0001172661-26-000976 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 31,260 shares
    Change vs previous 13F +3,090 shares

    0.67% of the 13F portfolio, value $4,854,421.

    13F-HR 0001172661-25-004624 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 28,170 shares
    Change vs previous 13F -820 shares

    0.59% of the 13F portfolio, value $4,033,634.

    13F-HR 0001172661-25-003407 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 28,990 shares
    Change vs previous 13F +1,876 shares

    0.75% of the 13F portfolio, value $4,849,771.

    13F-HR 0001172661-25-001696 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 27,114 shares
    Change vs previous 13F -4,907 shares

    0.61% of the 13F portfolio, value $3,927,143.

    13F-HR 0001172661-25-000259 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 32,021 shares
    Change vs previous 13F +663 shares

    0.71% of the 13F portfolio, value $4,715,683.

    13F-HR 0001172661-24-004558 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 31,358 shares
    Change vs previous 13F not available

    0.84% of the 13F portfolio, value $4,904,966.

    13F-HR 0001172661-24-003236 filed by Capital Planning Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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