ODonnell Financial Services, LLC: CVX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ODonnell Financial Services, LLC on CVX, newest first. How the timeline and the estimate are built.
ODonnell Financial Services, LLC held 4,826 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-12.
the latest 13F is the newest step
- period ended2026-06-3013F 4,826 sharesChange vs previous 13F +639 shares
0.24% of the 13F portfolio, value $799,958.
13F-HR 0001730962-26-000004 filed by ODonnell Financial Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 4,187 sharesChange vs previous 13F +428 shares
0.3% of the 13F portfolio, value $866,290.
13F-HR 0001730962-26-000002 filed by ODonnell Financial Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 3,759 sharesChange vs previous 13F 0 shares
0.2% of the 13F portfolio, value $572,909.
13F-HR 0001730962-26-000001 filed by ODonnell Financial Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 3,759 sharesChange vs previous 13F +72 shares
0.21% of the 13F portfolio, value $583,735.
13F-HR 0001730962-25-000005 filed by ODonnell Financial Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 3,687 sharesChange vs previous 13F 0 shares
0.2% of the 13F portfolio, value $527,942.
13F-HR 0001085146-25-004261 filed by ODonnell Financial Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 3,687 sharesChange vs previous 13F +15 shares
0.25% of the 13F portfolio, value $616,798.
13F-HR 0001085146-25-002589 filed by ODonnell Financial Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 3,672 sharesChange vs previous 13F 0 shares
0.23% of the 13F portfolio, value $546,467.
13F-HR 0001085146-25-000450 filed by ODonnell Financial Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 3,672 sharesChange vs previous 13F not available
0.22% of the 13F portfolio, value $540,775.
13F-HR 0001085146-24-005047 filed by ODonnell Financial Services, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).