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Sound Financial Strategies Group, LLC: CVX position timeline

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

Sound Financial Strategies Group, LLC held 2,312 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,312 shares
    Change vs previous 13F -367 shares

    0.24% of the 13F portfolio, value $383,237.

    13F-HR 0001398344-26-013883 filed by Sound Financial Strategies Group, 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 2,679 shares
    Change vs previous 13F -2,794 shares

    0.38% of the 13F portfolio, value $554,285.

    13F-HR 0001398344-26-008764 filed by Sound Financial Strategies Group, 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 5,473 shares
    Change vs previous 13F +124 shares

    0.59% of the 13F portfolio, value $834,140.

    13F-HR 0001398344-26-001982 filed by Sound Financial Strategies Group, 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 5,349 shares
    Change vs previous 13F +94 shares

    0.61% of the 13F portfolio, value $830,646.

    13F-HR 0001398344-25-019658 filed by Sound Financial Strategies Group, 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 5,255 shares
    Change vs previous 13F +148 shares

    0.64% of the 13F portfolio, value $752,474.

    13F-HR 0001398344-25-014607 filed by Sound Financial Strategies Group, 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 5,107 shares
    Change vs previous 13F not available

    0.76% of the 13F portfolio, value $854,350.

    13F-HR 0001398344-25-009055 filed by Sound Financial Strategies Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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