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Disclosery

Keystone Financial Group: CVX position timeline

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

Keystone Financial Group held 27,951 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,951 shares
    Change vs previous 13F -1,359 shares

    0.27% of the 13F portfolio, value $4,633,214.

    13F-HR 0001729299-26-000004 filed by Keystone Financial Group
    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 29,310 shares
    Change vs previous 13F +3,416 shares

    0.42% of the 13F portfolio, value $6,064,196.

    13F-HR 0001729299-26-000003 filed by Keystone Financial Group
    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 25,894 shares
    Change vs previous 13F +854 shares

    0.29% of the 13F portfolio, value $3,946,459.

    13F-HR 0001729299-26-000001 filed by Keystone Financial Group
    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/A 25,040 shares
    Change vs previous 13F +3,313 shares

    0.3% of the 13F portfolio, value $3,888,509.

    13F-HR/A 0001765380-25-000503 filed by Keystone Financial Group
    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 21,727 shares
    Change vs previous 13F +2,469 shares

    0.28% of the 13F portfolio, value $3,111,026.

    13F-HR 0001765380-25-000370 filed by Keystone Financial Group
    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 19,258 shares
    Change vs previous 13F +2,369 shares

    0.33% of the 13F portfolio, value $3,221,603.

    13F-HR 0001765380-25-000222 filed by Keystone Financial Group
    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 16,889 shares
    Change vs previous 13F +1,117 shares

    0.24% of the 13F portfolio, value $2,446,177.

    13F-HR 0001765380-25-000102 filed by Keystone Financial Group
    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/A 15,772 shares
    Change vs previous 13F not available

    0.3% of the 13F portfolio, value $2,322,725.

    13F-HR/A 0001765380-25-000133 filed by Keystone Financial Group
    Filed (acceptance time not in the bulk data set), ingested

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