Skip to content
Disclosery

Lakeshore Financial Planning, Inc.: CVX position timeline

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

Lakeshore Financial Planning, Inc. held 1,717 CVX shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 1,717 shares
    Change vs previous 13F +85 shares

    0.11% of the 13F portfolio, value $350,548.

    13F-HR 0001172661-26-004495 filed by Lakeshore Financial Planning, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 1,632 shares
    Change vs previous 13F -30 shares

    0.09% of the 13F portfolio, value $270,521.

    13F-HR 0001172661-26-002586 filed by Lakeshore 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 1,662 shares
    Change vs previous 13F -207 shares

    0.12% of the 13F portfolio, value $343,868.

    13F-HR 0001172661-26-001621 filed by Lakeshore 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 1,869 shares
    Change vs previous 13F +39 shares

    0.1% of the 13F portfolio, value $284,854.

    13F-HR 0001172661-26-000989 filed by Lakeshore 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 1,830 shares
    Change vs previous 13F 0 shares

    0.11% of the 13F portfolio, value $284,181.

    13F-HR 0001172661-25-004916 filed by Lakeshore 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 1,830 shares
    Change vs previous 13F -125 shares

    0.11% of the 13F portfolio, value $262,039.

    13F-HR 0001172661-25-002569 filed by Lakeshore 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 1,955 shares
    Change vs previous 13F -714 shares

    0.14% of the 13F portfolio, value $327,052.

    13F-HR 0001172661-25-002098 filed by Lakeshore 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 2,669 shares
    Change vs previous 13F not available

    0.16% of the 13F portfolio, value $386,578.

    13F-HR 0001172661-25-000644 filed by Lakeshore Financial Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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