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COOPER/HAIMS ADVISORS, LLC: CVX position timeline

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

COOPER/HAIMS ADVISORS, LLC held 5,745 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,745 shares
    Change vs previous 13F +22 shares

    0.41% of the 13F portfolio, value $952,291.

    13F-HR 0001654033-26-000004 filed by COOPER/HAIMS 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 ended2026-03-31
    13F 5,723 shares
    Change vs previous 13F -161 shares

    0.56% of the 13F portfolio, value $1,184,123.

    13F-HR 0001654033-26-000003 filed by COOPER/HAIMS 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 ended2025-12-31
    13F 5,884 shares
    Change vs previous 13F -372 shares

    0.41% of the 13F portfolio, value $896,832.

    13F-HR 0001654033-26-000001 filed by COOPER/HAIMS 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 ended2025-09-30
    13F 6,256 shares
    Change vs previous 13F +102 shares

    0.45% of the 13F portfolio, value $971,549.

    13F-HR 0001654033-25-000010 filed by COOPER/HAIMS 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 ended2025-06-30
    13F 6,154 shares
    Change vs previous 13F +47 shares

    0.43% of the 13F portfolio, value $881,250.

    13F-HR 0001654033-25-000009 filed by COOPER/HAIMS 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 ended2025-03-31
    13F 6,107 shares
    Change vs previous 13F -5 shares

    0.55% of the 13F portfolio, value $1,021,708.

    13F-HR 0001654033-25-000003 filed by COOPER/HAIMS 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 ended2024-12-31
    13F 6,112 shares
    Change vs previous 13F +1 shares

    0.5% of the 13F portfolio, value $885,190.

    13F-HR 0001654033-25-000001 filed by COOPER/HAIMS 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 ended2024-09-30
    13F 6,111 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $899,953.

    13F-HR 0001654033-24-000007 filed by COOPER/HAIMS ADVISORS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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