Legacy Advisors, LLC: CVX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Legacy Advisors, LLC on CVX, newest first. How the timeline and the estimate are built.
Legacy Advisors, LLC held 7,779 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-24.
the latest 13F is the newest step
- period ended2026-06-3013F 7,779 sharesChange vs previous 13F +617 shares
0.12% of the 13F portfolio, value $1,289,507.
13F-HR 0001720969-26-000004 filed by Legacy Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 7,162 sharesChange vs previous 13F -546 shares
0.17% of the 13F portfolio, value $1,481,855.
13F-HR 0001720969-26-000003 filed by Legacy Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 7,708 sharesChange vs previous 13F +1,538 shares
0.13% of the 13F portfolio, value $1,174,776.
13F-HR 0001720969-26-000001 filed by Legacy Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 6,170 sharesChange vs previous 13F +6,170 shares
0.12% of the 13F portfolio, value $958,178.
13F-HR 0001720969-25-000003 filed by Legacy Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 0 sharesChange vs previous 13F -26,607 shares
13F-HR 0001085146-25-004647 filed by Legacy Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
Exited: the 13F for this period no longer lists the position.
- period ended2025-03-3113F 26,607 sharesChange vs previous 13F +4,626 shares
0.47% of the 13F portfolio, value $4,451,027.
13F-HR 0001667731-25-000489 filed by Legacy Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 21,981 sharesChange vs previous 13F +2,483 shares
0.31% of the 13F portfolio, value $3,183,728.
13F-HR 0001667731-25-000263 filed by Legacy Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 19,498 sharesChange vs previous 13F not available
0.31% of the 13F portfolio, value $2,871,470.
13F-HR 0001720969-24-000004 filed by Legacy Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).