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Disclosery

LAKE STREET PRIVATE WEALTH, LLC: CVX position timeline

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

LAKE STREET PRIVATE WEALTH, LLC held 43,630 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,630 shares
    Change vs previous 13F -696 shares

    0.83% of the 13F portfolio, value $7,232,247.

    13F-HR 0001772031-26-000003 filed by LAKE STREET PRIVATE WEALTH, 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 44,326 shares
    Change vs previous 13F +34,928 shares

    1.17% of the 13F portfolio, value $9,171,103.

    13F-HR 0001772031-26-000002 filed by LAKE STREET PRIVATE WEALTH, 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 9,398 shares
    Change vs previous 13F +272 shares

    0.18% of the 13F portfolio, value $1,432,346.

    13F-HR 0001772031-26-000001 filed by LAKE STREET PRIVATE WEALTH, 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 9,126 shares
    Change vs previous 13F -343 shares

    0.18% of the 13F portfolio, value $1,417,135.

    13F-HR 0001772031-25-000006 filed by LAKE STREET PRIVATE WEALTH, 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 9,469 shares
    Change vs previous 13F +62 shares

    0.19% of the 13F portfolio, value $1,355,981.

    13F-HR 0001772031-25-000003 filed by LAKE STREET PRIVATE WEALTH, 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 9,407 shares
    Change vs previous 13F -1,847 shares

    0.26% of the 13F portfolio, value $1,573,642.

    13F-HR 0001772031-25-000002 filed by LAKE STREET PRIVATE WEALTH, 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 11,254 shares
    Change vs previous 13F -1,938 shares

    0.26% of the 13F portfolio, value $1,629,919.

    13F-HR 0001772031-25-000001 filed by LAKE STREET PRIVATE WEALTH, 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 13,192 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $1,942,744.

    13F-HR 0001772031-24-000006 filed by LAKE STREET PRIVATE WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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