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Disclosery

Keystone Financial Planning, Inc.: CVX position timeline

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

Keystone Financial Planning, Inc. held 81,529 CVX shares at 2026-09-30 per its 13F-HR filed 2026-10-08.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 81,529 shares
    Change vs previous 13F -315 shares

    4.12% of the 13F portfolio, value $16,649,078.

    13F-HR 0001596906-26-000006 filed by Keystone Financial Planning, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 81,844 shares
    Change vs previous 13F +56,954 shares

    3.5% of the 13F portfolio, value $13,566,495.

    13F-HR 0001596906-26-000004 filed by Keystone Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 24,890 shares
    Change vs previous 13F -52,228 shares

    1.38% of the 13F portfolio, value $5,149,782.

    13F-HR 0001596906-26-000003 filed by Keystone Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 77,118 shares
    Change vs previous 13F -1,432 shares

    3.41% of the 13F portfolio, value $11,753,585.

    13F-HR 0001596906-26-000001 filed by Keystone Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 78,550 shares
    Change vs previous 13F +53,772 shares

    3.54% of the 13F portfolio, value $12,198,061.

    13F-HR 0001596906-25-000011 filed by Keystone Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 24,778 shares
    Change vs previous 13F -580 shares

    1.07% of the 13F portfolio, value $3,547,990.

    13F-HR 0001596906-25-000007 filed by Keystone Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 25,358 shares
    Change vs previous 13F 0 shares

    1.26% of the 13F portfolio, value $4,242,173.

    13F-HR 0001596906-25-000002 filed by Keystone Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 25,358 shares
    Change vs previous 13F not available

    1.14% of the 13F portfolio, value $3,672,882.

    13F-HR 0001596906-25-000001 filed by Keystone Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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