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Disclosery

Stiles Financial Services Inc: CVX position timeline

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

Stiles Financial Services Inc held 4,302 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 4,302 shares
    Change vs previous 13F -98 shares

    0.18% of the 13F portfolio, value $713,070.

    13F-HR 0001904832-26-000003 filed by Stiles Financial Services Inc
    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 4,400 shares
    Change vs previous 13F +119 shares

    0.28% of the 13F portfolio, value $910,454.

    13F-HR 0001904832-26-000001 filed by Stiles Financial Services Inc
    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 4,281 shares
    Change vs previous 13F -115 shares

    0.2% of the 13F portfolio, value $652,471.

    13F-HR 0002085853-26-000188 filed by Stiles Financial Services Inc
    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 4,396 shares
    Change vs previous 13F -63 shares

    0.22% of the 13F portfolio, value $682,655.

    13F-HR 0002085853-25-000199 filed by Stiles Financial Services Inc
    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 4,459 shares
    Change vs previous 13F +147 shares

    0.22% of the 13F portfolio, value $638,596.

    13F-HR 0001667731-25-000944 filed by Stiles Financial Services Inc
    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 4,312 shares
    Change vs previous 13F -189 shares

    0.28% of the 13F portfolio, value $721,843.

    13F-HR 0001667731-25-000481 filed by Stiles Financial Services Inc
    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 4,501 shares
    Change vs previous 13F +155 shares

    0.24% of the 13F portfolio, value $652,162.

    13F-HR 0001667731-25-000147 filed by Stiles Financial Services Inc
    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 4,346 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $640,271.

    13F-HR 0001904832-24-000004 filed by Stiles Financial Services Inc
    Filed (acceptance time not in the bulk data set), ingested

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