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Disclosery

Goldstone Financial Group, LLC: CVX position timeline

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

Goldstone Financial Group, LLC held 1,847 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,847 shares
    Change vs previous 13F +21 shares

    0.03% of the 13F portfolio, value $306,149.

    13F-HR 0002040021-26-000003 filed by Goldstone 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 1,826 shares
    Change vs previous 13F -3,485 shares

    0.04% of the 13F portfolio, value $377,887.

    13F-HR 0002040021-26-000002 filed by Goldstone 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 5,311 shares
    Change vs previous 13F +126 shares

    0.09% of the 13F portfolio, value $809,439.

    13F-HR 0002040021-26-000001 filed by Goldstone 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 5,185 shares
    Change vs previous 13F +63 shares

    0.1% of the 13F portfolio, value $805,122.

    13F-HR 0002040021-25-000003 filed by Goldstone 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 5,122 shares
    Change vs previous 13F -3,322 shares

    0.1% of the 13F portfolio, value $759,884.

    13F-HR 0001213900-25-062010 filed by Goldstone 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 8,444 shares
    Change vs previous 13F +3,467 shares

    0.21% of the 13F portfolio, value $1,412,668.

    13F-HR 0001213900-25-032437 filed by Goldstone 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 4,977 shares
    Change vs previous 13F +870 shares

    0.11% of the 13F portfolio, value $720,896.

    13F-HR 0001213900-25-003507 filed by Goldstone 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 4,107 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $604,848.

    13F-HR 0001213900-24-090965 filed by Goldstone Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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