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Leo Wealth, LLC: CVX position timeline

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

Leo Wealth, LLC held 20,423 CVX shares at 2026-03-31 per its 13F-HR filed 2026-05-05.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 20,423 shares
    Change vs previous 13F +873 shares

    0.31% of the 13F portfolio, value $4,225,416.

    13F-HR 0001754960-26-000352 filed by Leo Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 19,550 shares
    Change vs previous 13F +8,289 shares

    0.22% of the 13F portfolio, value $2,979,559.

    13F-HR 0001754960-26-000097 filed by Leo Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 11,261 shares
    Change vs previous 13F -8,011 shares

    0.23% of the 13F portfolio, value $1,748,730.

    13F-HR 0001754960-25-000792 filed by Leo Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 19,272 shares
    Change vs previous 13F +9,671 shares

    0.21% of the 13F portfolio, value $2,759,558.

    13F-HR 0001754960-25-000476 filed by Leo Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 9,601 shares
    Change vs previous 13F -4,751 shares

    0.23% of the 13F portfolio, value $1,606,088.

    13F-HR 0001754960-25-000272 filed by Leo Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 14,352 shares
    Change vs previous 13F +6,106 shares

    0.19% of the 13F portfolio, value $2,078,786.

    13F-HR 0001754960-25-000075 filed by Leo Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 8,246 shares
    Change vs previous 13F +1,354 shares

    0.11% of the 13F portfolio, value $1,214,419.

    13F-HR 0001754960-24-000519 filed by Leo Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 6,892 shares
    Change vs previous 13F not available

    0.11% of the 13F portfolio, value $1,078,562.

    13F-HR 0001754960-24-000273 filed by Leo Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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