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Disclosery

PRIVATE CLIENT SERVICES, LLC: CVX position timeline

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

PRIVATE CLIENT SERVICES, LLC held 2,951 CVX shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 2,951 shares
    Change vs previous 13F +259 shares

    0.16% of the 13F portfolio, value $602,610.

    13F-HR 0001457005-26-000006 filed by PRIVATE CLIENT SERVICES, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 2,692 shares
    Change vs previous 13F -166 shares

    0.12% of the 13F portfolio, value $446,246.

    13F-HR 0001457005-26-000004 filed by PRIVATE CLIENT SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 2,858 shares
    Change vs previous 13F +859 shares

    0.18% of the 13F portfolio, value $591,232.

    13F-HR 0001457005-26-000003 filed by PRIVATE CLIENT SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 1,999 shares
    Change vs previous 13F -549 shares

    0.1% of the 13F portfolio, value $304,695.

    13F-HR 0001457005-26-000001 filed by PRIVATE CLIENT SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 2,548 shares
    Change vs previous 13F -418 shares

    0.13% of the 13F portfolio, value $395,614.

    13F-HR 0001457005-25-000012 filed by PRIVATE CLIENT SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 2,966 shares
    Change vs previous 13F +1,034 shares

    0.17% of the 13F portfolio, value $424,717.

    13F-HR 0001457005-25-000007 filed by PRIVATE CLIENT SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 1,932 shares
    Change vs previous 13F +241 shares

    0.16% of the 13F portfolio, value $323,270.

    13F-HR 0001457005-25-000005 filed by PRIVATE CLIENT SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 1,691 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $244,928.

    13F-HR 0001457005-25-000002 filed by PRIVATE CLIENT SERVICES, LLC
    Filed (acceptance time not in the bulk data set), ingested

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