Skip to content
Disclosery

Merit Financial Group, LLC: CVX position timeline

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

Merit Financial Group, LLC held 185,088 CVX shares at 2026-06-30 per its 13F-HR/A filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 185,088 shares
    Change vs previous 13F +31,287 shares

    0.19% of the 13F portfolio, value $30,679,909.

    13F-HR/A 0001621225-26-000007 filed by Merit 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 153,801 shares
    Change vs previous 13F +16,164 shares

    0.24% of the 13F portfolio, value $31,821,575.

    13F-HR 0001621225-26-000005 filed by Merit 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 137,637 shares
    Change vs previous 13F -1,814 shares

    0.17% of the 13F portfolio, value $20,977,238.

    13F-HR 0001621225-26-000003 filed by Merit 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/A 139,451 shares
    Change vs previous 13F +13,485 shares

    0.2% of the 13F portfolio, value $21,655,488.

    13F-HR/A 0001621225-25-000008 filed by Merit 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 125,966 shares
    Change vs previous 13F +29,557 shares

    0.2% of the 13F portfolio, value $18,037,101.

    13F-HR 0001621225-25-000006 filed by Merit 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 96,409 shares
    Change vs previous 13F +14,712 shares

    0.24% of the 13F portfolio, value $16,128,183.

    13F-HR 0001621225-25-000003 filed by Merit 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 81,697 shares
    Change vs previous 13F +13,443 shares

    0.21% of the 13F portfolio, value $11,832,992.

    13F-HR 0001621225-25-000002 filed by Merit 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 68,254 shares
    Change vs previous 13F not available

    0.22% of the 13F portfolio, value $10,051,814.

    13F-HR 0001621225-24-000007 filed by Merit Financial Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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