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Beacon Bank & Trust: CVX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Beacon Bank & Trust on CVX, newest first. How the timeline and the estimate are built.

Beacon Bank & Trust held 14,309 CVX shares at 2026-06-30 per its 13F-HR/A filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 14,309 shares
    Change vs previous 13F -790 shares

    0.45% of the 13F portfolio, value $2,371,859.

    13F-HR/A 0001628280-26-051960 filed by Beacon Bank & Trust
    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 15,099 shares
    Change vs previous 13F +709 shares

    0.64% of the 13F portfolio, value $3,123,983.

    13F-HR 0001628280-26-027894 filed by Beacon Bank & Trust
    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 14,390 shares
    Change vs previous 13F -824 shares

    0.44% of the 13F portfolio, value $2,193,179.

    13F-HR 0001628280-26-008357 filed by Beacon Bank & Trust
    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 15,214 shares
    Change vs previous 13F -733 shares

    0.51% of the 13F portfolio, value $2,362,581.

    13F-HR 0001104659-25-102068 filed by Beacon Bank & Trust
    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 15,947 shares
    Change vs previous 13F -186 shares

    0.52% of the 13F portfolio, value $2,283,450.

    13F-HR 0001104659-25-066678 filed by Beacon Bank & Trust
    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 16,133 shares
    Change vs previous 13F -148 shares

    0.66% of the 13F portfolio, value $2,698,889.

    13F-HR 0001104659-25-036078 filed by Beacon Bank & Trust
    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 16,281 shares
    Change vs previous 13F +7 shares

    0.55% of the 13F portfolio, value $2,358,140.

    13F-HR 0001104659-25-005173 filed by Beacon Bank & Trust
    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 16,274 shares
    Change vs previous 13F not available

    0.56% of the 13F portfolio, value $2,396,671.

    13F-HR 0001104659-24-109736 filed by Beacon Bank & Trust
    Filed (acceptance time not in the bulk data set), ingested

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