Skip to content

Coyle Financial Counsel LLC: CVX position timeline

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

Coyle Financial Counsel LLC held 2,092 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,092 shares
    Change vs previous 13F +225 shares

    0.06% of the 13F portfolio, value $346,823.

    13F-HR 0001104659-26-092442 filed by Coyle Financial Counsel 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 1,867 shares
    Change vs previous 13F -265 shares

    0.08% of the 13F portfolio, value $386,316.

    13F-HR 0001104659-26-059200 filed by Coyle Financial Counsel 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 2,132 shares
    Change vs previous 13F +652 shares

    0.07% of the 13F portfolio, value $324,938.

    13F-HR 0001104659-26-012393 filed by Coyle Financial Counsel 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 1,480 shares
    Change vs previous 13F +1,480 shares

    0.05% of the 13F portfolio, value $229,815.

    13F-HR 0001104659-25-108808 filed by Coyle Financial Counsel 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 0 shares
    Change vs previous 13F -1,677 shares

    13F-HR 0001104659-25-078429 filed by Coyle Financial Counsel 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.

  6. period ended2025-03-31
    13F 1,677 shares
    Change vs previous 13F +137 shares

    0.09% of the 13F portfolio, value $280,618.

    13F-HR 0001104659-25-043168 filed by Coyle Financial Counsel 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 1,540 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $223,091.

    13F-HR 0001104659-25-009039 filed by Coyle Financial Counsel LLC
    Filed (acceptance time not in the bulk data set), ingested

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