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MOSAIC FINANCIAL GROUP, LLC: CVX position timeline

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

MOSAIC FINANCIAL GROUP, LLC held 9,181 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,181 shares
    Change vs previous 13F -747 shares

    0.97% of the 13F portfolio, value $1,522,000.

    13F-HR 0002011050-26-000006 filed by MOSAIC 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 9,928 shares
    Change vs previous 13F -270 shares

    1.46% of the 13F portfolio, value $2,054,000.

    13F-HR 0002011050-26-000005 filed by MOSAIC 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 10,198 shares
    Change vs previous 13F +12 shares

    1.06% of the 13F portfolio, value $1,554,000.

    13F-HR 0002011050-26-000004 filed by MOSAIC 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 10,186 shares
    Change vs previous 13F +10 shares

    1.13% of the 13F portfolio, value $1,582,000.

    13F-HR 0002011050-25-000006 filed by MOSAIC 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 10,176 shares
    Change vs previous 13F -405 shares

    1.11% of the 13F portfolio, value $1,457,000.

    13F-HR 0002011050-25-000004 filed by MOSAIC 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 10,581 shares
    Change vs previous 13F +11 shares

    1.44% of the 13F portfolio, value $1,770,000.

    13F-HR 0002011050-25-000002 filed by MOSAIC 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 10,570 shares
    Change vs previous 13F -258 shares

    1.1% of the 13F portfolio, value $1,531,000.

    13F-HR 0002011050-25-000001 filed by MOSAIC 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 10,828 shares
    Change vs previous 13F not available

    1.13% of the 13F portfolio, value $1,595,000.

    13F-HR 0002011050-24-000006 filed by MOSAIC FINANCIAL GROUP, LLC
    Filed (acceptance time not in the bulk data set), ingested

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