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
- period ended2026-03-3113F 20,423 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 19,550 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 11,261 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 19,272 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 9,601 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 14,352 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 8,246 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 6,892 sharesChange 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), ingestedAcceptance time not in the bulk data set (spec §4.2).