Coordinated Financial Services, Inc.: CVX position timeline

Coordinated Financial Services, Inc. held 2,955 CVX shares at 2026-03-31 per its 13F-HR filed 2026-05-04.

the latest 13F is the newest step

1. period ended2026-03-31

   13F 2,955 shares

   Change vs previous 13F -43 shares

   0.35% of the 13F portfolio, value $611,355.

   13F-HR 0001986152-26-000055 filed by Coordinated Financial Services, Inc.
   Filed 2026-05-04 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

2. period ended2025-12-31

   13F 2,998 shares

   Change vs previous 13F +313 shares

   0.26% of the 13F portfolio, value $456,871.

   13F-HR 0001986152-26-000017 filed by Coordinated Financial Services, Inc.
   Filed 2026-02-09 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

3. period ended2025-09-30

   13F 2,685 shares

   Change vs previous 13F +263 shares

   0.27% of the 13F portfolio, value $416,964.

   13F-HR 0001986152-25-000095 filed by Coordinated Financial Services, Inc.
   Filed 2025-10-31 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

4. period ended2025-06-30

   13F 2,422 shares

   Change vs previous 13F +47 shares

   0.24% of the 13F portfolio, value $346,797.

   13F-HR 0002055532-25-000001 filed by Coordinated Financial Services, Inc.
   Filed 2025-07-24 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

5. period ended2024-12-31

   13F 2,375 shares

   Change vs previous 13F not available

   0.27% of the 13F portfolio, value $344,002.

   13F-HR 0001986152-25-000023 filed by Coordinated Financial Services, Inc.
   Filed 2025-02-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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