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Disclosery

Compound Planning, Inc.: CVX position timeline

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

Compound Planning, Inc. held 45,520 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-04.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 45,520 shares
    Change vs previous 13F +524 shares

    0.2% of the 13F portfolio, value $7,545,354.

    13F-HR 0001978879-26-000005 filed by Compound 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 44,996 shares
    Change vs previous 13F +3,087 shares

    0.29% of the 13F portfolio, value $9,309,549.

    13F-HR 0001978879-26-000003 filed by Compound 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 41,909 shares
    Change vs previous 13F +3,267 shares

    0.19% of the 13F portfolio, value $6,387,296.

    13F-HR 0001172661-26-001315 filed by Compound 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 38,642 shares
    Change vs previous 13F +4,685 shares

    0.19% of the 13F portfolio, value $6,000,762.

    13F-HR 0001172661-25-004675 filed by Compound 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 33,957 shares
    Change vs previous 13F -2,631 shares

    0.18% of the 13F portfolio, value $4,862,341.

    13F-HR 0001172661-25-003416 filed by Compound 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 36,588 shares
    Change vs previous 13F +4,249 shares

    0.28% of the 13F portfolio, value $6,120,666.

    13F-HR 0001172661-25-001834 filed by Compound 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 32,339 shares
    Change vs previous 13F +2,536 shares

    0.24% of the 13F portfolio, value $4,683,926.

    13F-HR 0001214659-25-000858 filed by Compound Planning, Inc.
    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 29,803 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $4,389,089.

    13F-HR 0001214659-24-017272 filed by Compound Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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