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Disclosery

Lantz Financial LLC: CVX position timeline

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

Lantz Financial LLC held 26,547 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 26,547 shares
    Change vs previous 13F -932 shares

    0.81% of the 13F portfolio, value $4,400,431.

    13F-HR 0001766883-26-000009 filed by Lantz Financial 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 27,479 shares
    Change vs previous 13F +506 shares

    1.18% of the 13F portfolio, value $5,685,405.

    13F-HR 0001766883-26-000005 filed by Lantz Financial 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 26,973 shares
    Change vs previous 13F -226 shares

    0.87% of the 13F portfolio, value $4,110,955.

    13F-HR 0001766883-26-000002 filed by Lantz Financial 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 27,199 shares
    Change vs previous 13F +974 shares

    0.93% of the 13F portfolio, value $4,223,733.

    13F-HR 0001766883-25-000008 filed by Lantz Financial 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 26,225 shares
    Change vs previous 13F +2,223 shares

    0.94% of the 13F portfolio, value $3,755,158.

    13F-HR 0001085146-25-003738 filed by Lantz Financial 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 24,002 shares
    Change vs previous 13F -363 shares

    1.1% of the 13F portfolio, value $4,015,295.

    13F-HR 0001085146-25-001925 filed by Lantz Financial 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 24,365 shares
    Change vs previous 13F +1,264 shares

    0.94% of the 13F portfolio, value $3,529,027.

    13F-HR 0001085146-25-000377 filed by Lantz Financial 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 23,101 shares
    Change vs previous 13F not available

    0.92% of the 13F portfolio, value $3,402,084.

    13F-HR 0001085146-24-004889 filed by Lantz Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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