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Disclosery

Cosner Financial Group, LLC: CVX position timeline

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

Cosner Financial Group, LLC held 20,941 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 20,941 shares
    Change vs previous 13F -36 shares

    1.78% of the 13F portfolio, value $3,471,180.

    13F-HR 0001674627-26-000005 filed by Cosner 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 20,977 shares
    Change vs previous 13F -3,966 shares

    2.38% of the 13F portfolio, value $4,340,141.

    13F-HR 0001674627-26-000003 filed by Cosner 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 24,943 shares
    Change vs previous 13F 0 shares

    1.94% of the 13F portfolio, value $3,801,563.

    13F-HR 0001674627-26-000001 filed by Cosner 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 24,943 shares
    Change vs previous 13F 0 shares

    2.08% of the 13F portfolio, value $3,876,398.

    13F-HR 0001674627-25-000008 filed by Cosner 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 24,943 shares
    Change vs previous 13F 0 shares

    1.99% of the 13F portfolio, value $3,571,588.

    13F-HR 0001674627-25-000005 filed by Cosner 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 24,943 shares
    Change vs previous 13F 0 shares

    2.55% of the 13F portfolio, value $4,172,714.

    13F-HR 0001674627-25-000004 filed by Cosner 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 24,943 shares
    Change vs previous 13F -22 shares

    2.29% of the 13F portfolio, value $3,612,744.

    13F-HR 0001674627-25-000002 filed by Cosner 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 24,965 shares
    Change vs previous 13F not available

    2.37% of the 13F portfolio, value $3,676,596.

    13F-HR 0001674627-24-000007 filed by Cosner Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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