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Disclosery

Plan Group Financial, LLC: CVX position timeline

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

Plan Group Financial, LLC held 22,457 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,457 shares
    Change vs previous 13F -1,698 shares

    0.77% of the 13F portfolio, value $3,722,420.

    13F-HR 0001940033-26-000006 filed by Plan Group 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 24,155 shares
    Change vs previous 13F +955 shares

    1.17% of the 13F portfolio, value $4,997,678.

    13F-HR 0001940033-26-000004 filed by Plan Group 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 23,200 shares
    Change vs previous 13F -590 shares

    0.92% of the 13F portfolio, value $3,535,868.

    13F-HR 0001940033-26-000001 filed by Plan Group 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 23,790 shares
    Change vs previous 13F +3,820 shares

    0.99% of the 13F portfolio, value $3,694,425.

    13F-HR 0001940033-25-000007 filed by Plan Group 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 19,970 shares
    Change vs previous 13F +1,746 shares

    0.94% of the 13F portfolio, value $2,859,484.

    13F-HR 0001940033-25-000005 filed by Plan Group 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 18,224 shares
    Change vs previous 13F +8,944 shares

    1.09% of the 13F portfolio, value $3,048,675.

    13F-HR 0001940033-25-000003 filed by Plan Group 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 9,280 shares
    Change vs previous 13F +750 shares

    0.71% of the 13F portfolio, value $1,344,170.

    13F-HR 0001911391-25-000004 filed by Plan Group Financial, LLC
    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 8,530 shares
    Change vs previous 13F not available

    0.66% of the 13F portfolio, value $1,256,237.

    13F-HR 0001940033-24-000005 filed by Plan Group Financial, LLC
    Filed (acceptance time not in the bulk data set), ingested

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