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Disclosery

Sigma Planning Corp: CVX position timeline

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

Sigma Planning Corp held 82,993 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 82,993 shares
    Change vs previous 13F +6,998 shares

    0.35% of the 13F portfolio, value $13,756,862.

    13F-HR 0001420506-26-001464 filed by Sigma Planning Corp
    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 75,995 shares
    Change vs previous 13F -4,597 shares

    0.44% of the 13F portfolio, value $15,723,434.

    13F-HR 0001420506-26-000793 filed by Sigma Planning Corp
    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 80,592 shares
    Change vs previous 13F +3,900 shares

    0.34% of the 13F portfolio, value $12,283,062.

    13F-HR 0001420506-26-000121 filed by Sigma Planning Corp
    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 76,692 shares
    Change vs previous 13F +21,811 shares

    0.34% of the 13F portfolio, value $11,909,549.

    13F-HR 0001420506-25-003053 filed by Sigma Planning Corp
    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 54,881 shares
    Change vs previous 13F -1,091 shares

    0.24% of the 13F portfolio, value $7,858,416.

    13F-HR 0001420506-25-001700 filed by Sigma Planning Corp
    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 55,972 shares
    Change vs previous 13F -838 shares

    0.3% of the 13F portfolio, value $9,363,516.

    13F-HR 0001420506-25-000852 filed by Sigma Planning Corp
    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 56,810 shares
    Change vs previous 13F +6,515 shares

    0.26% of the 13F portfolio, value $8,228,374.

    13F-HR 0001420506-25-000109 filed by Sigma Planning Corp
    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 50,295 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $7,406,968.

    13F-HR 0001420506-24-002196 filed by Sigma Planning Corp
    Filed (acceptance time not in the bulk data set), ingested

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