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FINANCIAL CONSULATE, INC: CVX position timeline

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

FINANCIAL CONSULATE, INC held 3,900 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,900 shares
    Change vs previous 13F +138 shares

    0.07% of the 13F portfolio, value $646,426.

    13F-HR 0001624510-26-000004 filed by FINANCIAL CONSULATE, 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 3,762 shares
    Change vs previous 13F +45 shares

    0.1% of the 13F portfolio, value $778,383.

    13F-HR 0001624510-26-000003 filed by FINANCIAL CONSULATE, 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 3,717 shares
    Change vs previous 13F +27 shares

    0.08% of the 13F portfolio, value $566,583.

    13F-HR 0001624510-26-000001 filed by FINANCIAL CONSULATE, 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 3,690 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $572,978.

    13F-HR 0001624510-25-000009 filed by FINANCIAL CONSULATE, INC
    Filed (acceptance time not in the bulk data set), ingested

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