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Sound Income Strategies, LLC: CVX position timeline

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

Sound Income Strategies, LLC held 7,169 CVX shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 7,169 shares
    Change vs previous 13F +525 shares

    0.07% of the 13F portfolio, value $1,516,689.

    13F-HR 0001085146-26-000864 filed by Sound Income Strategies, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 6,644 shares
    Change vs previous 13F +653 shares

    0.05% of the 13F portfolio, value $1,101,340.

    13F-HR 0001730960-26-000001 filed by Sound Income Strategies, 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 5,991 shares
    Change vs previous 13F -28 shares

    0.06% of the 13F portfolio, value $1,182,610.

    13F-HR 0001104659-26-049113 filed by Sound Income Strategies, 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 6,019 shares
    Change vs previous 13F +506 shares

    0.05% of the 13F portfolio, value $1,000,690.

    13F-HR 0001104659-26-005260 filed by Sound Income Strategies, 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 5,513 shares
    Change vs previous 13F -865 shares

    0.05% of the 13F portfolio, value $835,999.

    13F-HR 0001104659-25-098692 filed by Sound Income Strategies, 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 6,378 shares
    Change vs previous 13F +888 shares

    0.05% of the 13F portfolio, value $913,275.

    13F-HR 0001104659-25-068609 filed by Sound Income Strategies, 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 5,490 shares
    Change vs previous 13F -1,316 shares

    0.05% of the 13F portfolio, value $918,431.

    13F-HR 0001104659-25-035760 filed by Sound Income Strategies, 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 6,806 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $985,844.

    13F-HR 0001104659-25-004762 filed by Sound Income Strategies, LLC
    Filed (acceptance time not in the bulk data set), ingested

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