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Disclosery

BEACON FINANCIAL GROUP: CVX position timeline

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

BEACON FINANCIAL GROUP held 11,171 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,171 shares
    Change vs previous 13F -85 shares

    0.17% of the 13F portfolio, value $1,851,663.

    13F-HR 0001591379-26-000003 filed by BEACON FINANCIAL GROUP
    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 11,256 shares
    Change vs previous 13F +96 shares

    0.23% of the 13F portfolio, value $2,328,926.

    13F-HR 0001591379-26-000002 filed by BEACON FINANCIAL GROUP
    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 11,160 shares
    Change vs previous 13F -300 shares

    0.17% of the 13F portfolio, value $1,700,965.

    13F-HR 0001591379-26-000001 filed by BEACON FINANCIAL GROUP
    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 11,460 shares
    Change vs previous 13F -1,711 shares

    0.18% of the 13F portfolio, value $1,779,576.

    13F-HR 0002085853-25-000019 filed by BEACON FINANCIAL GROUP
    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 13,171 shares
    Change vs previous 13F -1,758 shares

    0.2% of the 13F portfolio, value $1,885,936.

    13F-HR 0001667731-25-000751 filed by BEACON FINANCIAL GROUP
    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 14,929 shares
    Change vs previous 13F -1,361 shares

    0.27% of the 13F portfolio, value $2,497,523.

    13F-HR 0001667731-25-000408 filed by BEACON FINANCIAL GROUP
    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 16,290 shares
    Change vs previous 13F -922 shares

    0.25% of the 13F portfolio, value $2,359,385.

    13F-HR 0001667731-25-000159 filed by BEACON FINANCIAL GROUP
    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 17,212 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $2,534,866.

    13F-HR 0001591379-24-000006 filed by BEACON FINANCIAL GROUP
    Filed (acceptance time not in the bulk data set), ingested

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