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Frisch Financial Group, Inc.: CVX position timeline

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

Frisch Financial Group, Inc. held 3,115 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,115 shares
    Change vs previous 13F -1,148 shares

    0.09% of the 13F portfolio, value $516,334.

    13F-HR 0001767730-26-000004 filed by Frisch Financial Group, Inc.
    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 4,263 shares
    Change vs previous 13F +375 shares

    0.18% of the 13F portfolio, value $882,107.

    13F-HR 0001767730-26-000003 filed by Frisch Financial Group, Inc.
    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 3,888 shares
    Change vs previous 13F -31 shares

    0.13% of the 13F portfolio, value $592,529.

    13F-HR 0001767730-26-000001 filed by Frisch Financial Group, Inc.
    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 3,919 shares
    Change vs previous 13F -1,437 shares

    0.14% of the 13F portfolio, value $608,579.

    13F-HR 0001767730-25-000007 filed by Frisch Financial Group, Inc.
    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 5,356 shares
    Change vs previous 13F +1,834 shares

    0.19% of the 13F portfolio, value $767,000.

    13F-HR 0001767730-25-000005 filed by Frisch Financial Group, Inc.
    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 3,522 shares
    Change vs previous 13F +611 shares

    0.17% of the 13F portfolio, value $589,000.

    13F-HR 0001767730-25-000004 filed by Frisch Financial Group, Inc.
    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 2,911 shares
    Change vs previous 13F +638 shares

    0.13% of the 13F portfolio, value $422,000.

    13F-HR 0001767730-25-000001 filed by Frisch Financial Group, Inc.
    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 2,273 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $335,000.

    13F-HR 0001767730-24-000005 filed by Frisch Financial Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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