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Disclosery

Michels Family Financial, LLC: CVX position timeline

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

Michels Family Financial, LLC held 11,217 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,217 shares
    Change vs previous 13F +52 shares

    1.19% of the 13F portfolio, value $1,859,333.

    13F-HR 0001214659-26-010286 filed by Michels Family 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 11,165 shares
    Change vs previous 13F +102 shares

    1.67% of the 13F portfolio, value $2,310,080.

    13F-HR 0001214659-26-005035 filed by Michels Family 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 11,063 shares
    Change vs previous 13F +68 shares

    1.24% of the 13F portfolio, value $1,686,177.

    13F-HR 0001214659-26-002176 filed by Michels Family 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 10,995 shares
    Change vs previous 13F -20 shares

    1.33% of the 13F portfolio, value $1,707,428.

    13F-HR 0001214659-25-016133 filed by Michels Family 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 11,015 shares
    Change vs previous 13F +30 shares

    1.34% of the 13F portfolio, value $1,577,309.

    13F-HR 0001214659-25-010478 filed by Michels Family 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 10,985 shares
    Change vs previous 13F +77 shares

    1.66% of the 13F portfolio, value $1,837,749.

    13F-HR 0001214659-25-007892 filed by Michels Family 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 10,908 shares
    Change vs previous 13F not available

    1.45% of the 13F portfolio, value $1,579,962.

    13F-HR 0001214659-25-003152 filed by Michels Family Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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