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Bleakley Financial Group, LLC: CVX position timeline

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

Bleakley Financial Group, LLC held 114,499 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 114,499 shares
    Change vs previous 13F +25,655 shares

    0.24% of the 13F portfolio, value $18,979,296.

    13F-HR 0001936953-26-000004 filed by Bleakley Financial Group, 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 88,844 shares
    Change vs previous 13F +9,382 shares

    0.29% of the 13F portfolio, value $18,381,787.

    13F-HR 0001936953-26-000003 filed by Bleakley Financial Group, 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 79,462 shares
    Change vs previous 13F +13,033 shares

    0.21% of the 13F portfolio, value $12,110,813.

    13F-HR 0001936953-26-000001 filed by Bleakley Financial Group, 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 66,429 shares
    Change vs previous 13F +6,411 shares

    0.24% of the 13F portfolio, value $10,315,720.

    13F-HR 0001936953-25-000006 filed by Bleakley Financial Group, 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 60,018 shares
    Change vs previous 13F -2,062 shares

    0.22% of the 13F portfolio, value $8,593,995.

    13F-HR 0001936953-25-000004 filed by Bleakley Financial Group, 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 62,080 shares
    Change vs previous 13F -549 shares

    0.33% of the 13F portfolio, value $10,385,363.

    13F-HR 0001936953-25-000003 filed by Bleakley Financial Group, 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 62,629 shares
    Change vs previous 13F +3,503 shares

    0.27% of the 13F portfolio, value $9,071,159.

    13F-HR 0001936953-25-000001 filed by Bleakley Financial Group, 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 59,126 shares
    Change vs previous 13F not available

    0.27% of the 13F portfolio, value $8,707,503.

    13F-HR 0001936953-24-000006 filed by Bleakley Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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