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PacWest Financial Management Inc: CVX position timeline

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

PacWest Financial Management Inc held 12,670 CVX shares at 2016-12-31 per its 13F-HR filed 2017-01-10.

the latest 13F is the newest step

  1. period ended2016-12-31
    13F 12,670 shares
    Change vs previous 13F -94 shares

    0.88% of the 13F portfolio, value $14,912,000.

    13F-HR 0001304762-17-000001 filed by PacWest Financial Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2016-09-30
    13F 12,764 shares
    Change vs previous 13F -285 shares

    0.8% of the 13F portfolio, value $1,314,000.

    13F-HR 0001304762-16-000008 filed by PacWest Financial Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2016-06-30
    13F 13,049 shares
    Change vs previous 13F -443 shares

    0.85% of the 13F portfolio, value $1,368,000.

    13F-HR 0001304762-16-000007 filed by PacWest Financial Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2016-03-31
    13F 13,492 shares
    Change vs previous 13F -3,978 shares

    0.83% of the 13F portfolio, value $1,287,000.

    13F-HR 0001304762-16-000006 filed by PacWest Financial Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2015-12-31
    13F 17,470 shares
    Change vs previous 13F -2,640 shares

    1.05% of the 13F portfolio, value $1,572,000.

    13F-HR 0001304762-16-000005 filed by PacWest Financial Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2015-09-30
    13F 20,110 shares
    Change vs previous 13F -242 shares

    1.17% of the 13F portfolio, value $1,586,000.

    13F-HR 0001304762-15-000004 filed by PacWest Financial Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2015-06-30
    13F 20,352 shares
    Change vs previous 13F 0 shares

    1.38% of the 13F portfolio, value $1,963,000.

    13F-HR 0001304762-15-000003 filed by PacWest Financial Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2015-03-31
    13F 20,352 shares
    Change vs previous 13F not available

    1.51% of the 13F portfolio, value $2,137,000.

    13F-HR 0001304762-15-000002 filed by PacWest Financial Management Inc
    Filed (acceptance time not in the bulk data set), ingested

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