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LAKE STREET ADVISORS GROUP, LLC: CVX position timeline

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

LAKE STREET ADVISORS GROUP, LLC held 25,372 CVX shares at 2024-12-31 per its 13F-HR filed 2025-02-04.

the latest 13F is the newest step

  1. period ended2024-12-31
    13F 25,372 shares
    Change vs previous 13F +10,200 shares

    0.17% of the 13F portfolio, value $3,674,834.

    13F-HR 0002043585-25-000001 filed by LAKE STREET ADVISORS GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2024-09-30
    13F 15,172 shares
    Change vs previous 13F -10,600 shares

    0.1% of the 13F portfolio, value $2,234,448.

    13F-HR 0001308527-24-000008 filed by LAKE STREET ADVISORS GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-06-30
    13F 25,772 shares
    Change vs previous 13F +622 shares

    0.19% of the 13F portfolio, value $4,031,193.

    13F-HR 0001724269-24-000005 filed by LAKE STREET ADVISORS GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-03-31
    13F 25,150 shares
    Change vs previous 13F +364 shares

    0.19% of the 13F portfolio, value $3,967,132.

    13F-HR 0001724269-24-000002 filed by LAKE STREET ADVISORS GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2023-12-31
    13F/A 24,786 shares
    Change vs previous 13F -400 shares

    0.19% of the 13F portfolio, value $3,697,009.

    13F-HR/A 0001724269-24-000003 filed by LAKE STREET ADVISORS GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2023-09-30
    13F 25,186 shares
    Change vs previous 13F -1,562 shares

    0.25% of the 13F portfolio, value $4,247,000.

    13F-HR 0001724269-23-000004 filed by LAKE STREET ADVISORS GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-06-30
    13F 26,748 shares
    Change vs previous 13F +2,455 shares

    0.23% of the 13F portfolio, value $4,209,000.

    13F-HR 0001724269-23-000003 filed by LAKE STREET ADVISORS GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-03-31
    13F 24,293 shares
    Change vs previous 13F not available

    0.24% of the 13F portfolio, value $3,964,000.

    13F-HR 0001724269-23-000002 filed by LAKE STREET ADVISORS GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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