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KEYNOTE FINANCIAL SERVICES LLC: CVX position timeline

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

KEYNOTE FINANCIAL SERVICES LLC held 5,150 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,150 shares
    Change vs previous 13F -275 shares

    0.4% of the 13F portfolio, value $853,664.

    13F-HR 0002026127-26-000003 filed by KEYNOTE FINANCIAL SERVICES 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 5,425 shares
    Change vs previous 13F -48 shares

    0.6% of the 13F portfolio, value $1,122,433.

    13F-HR 0002026127-26-000002 filed by KEYNOTE FINANCIAL SERVICES 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 5,473 shares
    Change vs previous 13F +155 shares

    0.47% of the 13F portfolio, value $834,140.

    13F-HR 0002026127-26-000001 filed by KEYNOTE FINANCIAL SERVICES 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 5,318 shares
    Change vs previous 13F -20 shares

    0.5% of the 13F portfolio, value $825,832.

    13F-HR 0002026127-25-000007 filed by KEYNOTE FINANCIAL SERVICES 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 5,338 shares
    Change vs previous 13F +90 shares

    0.51% of the 13F portfolio, value $764,348.

    13F-HR 0002026127-25-000003 filed by KEYNOTE FINANCIAL SERVICES 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 5,248 shares
    Change vs previous 13F 0 shares

    0.63% of the 13F portfolio, value $877,938.

    13F-HR 0002026127-25-000002 filed by KEYNOTE FINANCIAL SERVICES 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 5,248 shares
    Change vs previous 13F 0 shares

    0.58% of the 13F portfolio, value $760,120.

    13F-HR 0002026127-25-000001 filed by KEYNOTE FINANCIAL SERVICES 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 5,248 shares
    Change vs previous 13F not available

    0.59% of the 13F portfolio, value $772,873.

    13F-HR 0002026127-24-000004 filed by KEYNOTE FINANCIAL SERVICES LLC
    Filed (acceptance time not in the bulk data set), ingested

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