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Lakeside Advisors, INC.: CVX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Lakeside Advisors, INC. on CVX, newest first. How the timeline and the estimate are built.

Lakeside Advisors, INC. held 2,004 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,004 shares
    Change vs previous 13F +1 shares

    0.21% of the 13F portfolio, value $332,222.

    13F-HR 0001398344-26-013229 filed by Lakeside Advisors, INC.
    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 2,003 shares
    Change vs previous 13F +1 shares

    0.28% of the 13F portfolio, value $414,470.

    13F-HR 0001398344-26-007982 filed by Lakeside Advisors, INC.
    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 2,002 shares
    Change vs previous 13F +1 shares

    0.2% of the 13F portfolio, value $305,164.

    13F-HR 0001398344-26-001342 filed by Lakeside Advisors, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 2,001 shares
    Change vs previous 13F +1 shares

    0.2% of the 13F portfolio, value $310,746.

    13F-HR 0001398344-25-019840 filed by Lakeside Advisors, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 2,000 shares
    Change vs previous 13F -197 shares

    0.18% of the 13F portfolio, value $286,372.

    13F-HR 0001398344-25-013651 filed by Lakeside Advisors, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 2,197 shares
    Change vs previous 13F +1 shares

    0.24% of the 13F portfolio, value $367,487.

    13F-HR 0001398344-25-008109 filed by Lakeside Advisors, INC.
    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 2,196 shares
    Change vs previous 13F +50 shares

    0.21% of the 13F portfolio, value $318,010.

    13F-HR 0001398344-25-001658 filed by Lakeside Advisors, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 2,146 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $315,982.

    13F-HR 0001398344-24-019564 filed by Lakeside Advisors, INC.
    Filed (acceptance time not in the bulk data set), ingested

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