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Disclosery

PDS Planning, Inc: CVX position timeline

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

PDS Planning, Inc held 12,434 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 12,434 shares
    Change vs previous 13F +87 shares

    0.12% of the 13F portfolio, value $2,061,011.

    13F-HR 0000838618-26-000003 filed by PDS Planning, Inc
    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 12,347 shares
    Change vs previous 13F +162 shares

    0.17% of the 13F portfolio, value $2,554,533.

    13F-HR 0000838618-26-000002 filed by PDS Planning, Inc
    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 12,185 shares
    Change vs previous 13F +425 shares

    0.12% of the 13F portfolio, value $1,857,071.

    13F-HR 0000838618-26-000001 filed by PDS Planning, Inc
    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 11,760 shares
    Change vs previous 13F +1,234 shares

    0.13% of the 13F portfolio, value $1,826,164.

    13F-HR 0000838618-25-000008 filed by PDS Planning, Inc
    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 10,526 shares
    Change vs previous 13F -63 shares

    0.11% of the 13F portfolio, value $1,507,227.

    13F-HR 0000838618-25-000006 filed by PDS Planning, Inc
    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 10,589 shares
    Change vs previous 13F +984 shares

    0.15% of the 13F portfolio, value $1,771,390.

    13F-HR 0000838618-25-000005 filed by PDS Planning, Inc
    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 9,605 shares
    Change vs previous 13F +868 shares

    0.12% of the 13F portfolio, value $1,391,138.

    13F-HR 0000838618-25-000001 filed by PDS Planning, Inc
    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 8,737 shares
    Change vs previous 13F not available

    0.12% of the 13F portfolio, value $1,286,698.

    13F-HR 0000838618-24-000005 filed by PDS Planning, Inc
    Filed (acceptance time not in the bulk data set), ingested

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