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Disclosery

Zhang Financial LLC: CVX position timeline

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

Zhang Financial LLC held 8,426 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,426 shares
    Change vs previous 13F +437 shares

    0.04% of the 13F portfolio, value $1,396,707.

    13F-HR 0001776290-26-000005 filed by Zhang Financial 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 7,989 shares
    Change vs previous 13F +1,390 shares

    0.06% of the 13F portfolio, value $1,652,928.

    13F-HR 0001776290-26-000004 filed by Zhang Financial 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 6,599 shares
    Change vs previous 13F -320 shares

    0.04% of the 13F portfolio, value $1,005,761.

    13F-HR 0001776290-26-000002 filed by Zhang Financial 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 6,919 shares
    Change vs previous 13F +306 shares

    0.04% of the 13F portfolio, value $1,074,428.

    13F-HR 0001776290-25-000006 filed by Zhang Financial 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 6,613 shares
    Change vs previous 13F +1,106 shares

    0.04% of the 13F portfolio, value $946,996.

    13F-HR 0001776290-25-000005 filed by Zhang Financial 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 5,507 shares
    Change vs previous 13F +2,030 shares

    0.05% of the 13F portfolio, value $921,221.

    13F-HR 0001776290-25-000002 filed by Zhang Financial LLC
    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 3,477 shares
    Change vs previous 13F +293 shares

    0.03% of the 13F portfolio, value $503,591.

    13F-HR 0001776290-25-000001 filed by Zhang Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 3,184 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $468,851.

    13F-HR 0001776290-24-000003 filed by Zhang Financial LLC
    Filed (acceptance time not in the bulk data set), ingested

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