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Disclosery

Capital Planning LLC: CVX position timeline

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

Capital Planning LLC held 1,024 CVX shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,024 shares
    Change vs previous 13F +1,024 shares

    0.06% of the 13F portfolio, value $209,180.

    13F-HR 0001790688-26-000005 filed by Capital Planning LLC
    Accepted , ingested

  2. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -1,499 shares

    13F-HR 0001790688-25-000006 filed by Capital Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-03-31
    13F 1,499 shares
    Change vs previous 13F -179 shares

    0.07% of the 13F portfolio, value $250,684.

    13F-HR 0001790688-25-000005 filed by Capital 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 ended2024-12-31
    13F 1,678 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $243,067.

    13F-HR 0001790688-25-000001 filed by Capital Planning LLC
    Filed (acceptance time not in the bulk data set), ingested

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