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Northeast Financial Consultants Inc: CVX position timeline

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

Northeast Financial Consultants Inc held 76,092 CVX shares at 2025-06-30 per its 13F-HR filed 2025-08-15.

the latest 13F is the newest step

  1. period ended2025-06-30
    13F 76,092 shares
    Change vs previous 13F -600 shares

    0.45% of the 13F portfolio, value $10,895,614.

    13F-HR 0001599863-25-000007 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-03-31
    13F 76,692 shares
    Change vs previous 13F -484 shares

    0.57% of the 13F portfolio, value $12,829,805.

    13F-HR 0001599863-25-000005 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2024-12-31
    13F 77,176 shares
    Change vs previous 13F -1,143 shares

    0.47% of the 13F portfolio, value $11,178,172.

    13F-HR 0001599863-25-000003 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-09-30
    13F 78,319 shares
    Change vs previous 13F +18 shares

    0.5% of the 13F portfolio, value $11,534,040.

    13F-HR 0001599863-24-000010 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-06-30
    13F 78,301 shares
    Change vs previous 13F -400 shares

    0.56% of the 13F portfolio, value $12,247,843.

    13F-HR 0001599863-24-000008 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-03-31
    13F 78,701 shares
    Change vs previous 13F +1,779 shares

    0.61% of the 13F portfolio, value $12,414,296.

    13F-HR 0001599863-24-000006 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2023-12-31
    13F 76,922 shares
    Change vs previous 13F +915 shares

    0.63% of the 13F portfolio, value $11,473,686.

    13F-HR 0001599863-24-000002 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-09-30
    13F 76,007 shares
    Change vs previous 13F not available

    0.8% of the 13F portfolio, value $12,816,301.

    13F-HR 0001599863-23-000009 filed by Northeast Financial Consultants Inc
    Filed (acceptance time not in the bulk data set), ingested

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