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Disclosery

Greystone Financial Group, LLC: CVX position timeline

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

Greystone Financial Group, LLC held 34,074 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 34,074 shares
    Change vs previous 13F -14,791 shares

    1.58% of the 13F portfolio, value $5,648,053.

    13F-HR 0001845302-26-000008 filed by Greystone 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 48,865 shares
    Change vs previous 13F -29,882 shares

    2.86% of the 13F portfolio, value $10,110,214.

    13F-HR 0001845302-26-000006 filed by Greystone 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 78,747 shares
    Change vs previous 13F -667 shares

    1.87% of the 13F portfolio, value $12,001,768.

    13F-HR 0001845302-26-000004 filed by Greystone 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 79,414 shares
    Change vs previous 13F -499 shares

    1.91% of the 13F portfolio, value $12,332,184.

    13F-HR 0001845302-25-000011 filed by Greystone 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 79,913 shares
    Change vs previous 13F +19,436 shares

    1.88% of the 13F portfolio, value $11,442,777.

    13F-HR 0001845302-25-000007 filed by Greystone 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 60,477 shares
    Change vs previous 13F +4,192 shares

    1.84% of the 13F portfolio, value $10,117,269.

    13F-HR 0001845302-25-000005 filed by Greystone 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 56,285 shares
    Change vs previous 13F +1,609 shares

    1.42% of the 13F portfolio, value $8,152,315.

    13F-HR 0001845302-25-000003 filed by Greystone 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 54,676 shares
    Change vs previous 13F not available

    1.44% of the 13F portfolio, value $8,052,201.

    13F-HR 0001845302-24-000009 filed by Greystone Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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