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Disclosery

Live Oak Private Wealth LLC: CVX position timeline

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

Live Oak Private Wealth LLC held 66,196 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 66,196 shares
    Change vs previous 13F -1,912 shares

    1.37% of the 13F portfolio, value $10,972,636.

    13F-HR 0001398344-26-012327 filed by Live Oak Private 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 ended2026-03-31
    13F 68,108 shares
    Change vs previous 13F -241 shares

    1.96% of the 13F portfolio, value $14,091,451.

    13F-HR 0001398344-26-006713 filed by Live Oak Private 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 ended2025-12-31
    13F 68,349 shares
    Change vs previous 13F -103 shares

    1.42% of the 13F portfolio, value $10,417,098.

    13F-HR 0001398344-26-001078 filed by Live Oak Private 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 ended2025-09-30
    13F 68,452 shares
    Change vs previous 13F +568 shares

    1.48% of the 13F portfolio, value $10,629,957.

    13F-HR 0001398344-25-019258 filed by Live Oak Private 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 ended2025-06-30
    13F 67,884 shares
    Change vs previous 13F +440 shares

    1.45% of the 13F portfolio, value $9,720,312.

    13F-HR 0001398344-25-014372 filed by Live Oak Private 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 ended2025-03-31
    13F 67,444 shares
    Change vs previous 13F +1,065 shares

    1.83% of the 13F portfolio, value $11,282,671.

    13F-HR 0001398344-25-007477 filed by Live Oak Private 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 ended2024-12-31
    13F 66,379 shares
    Change vs previous 13F -608 shares

    1.62% of the 13F portfolio, value $9,614,295.

    13F-HR 0001398344-25-001194 filed by Live Oak Private 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 ended2024-09-30
    13F 66,987 shares
    Change vs previous 13F not available

    1.6% of the 13F portfolio, value $9,865,207.

    13F-HR 0001398344-24-019137 filed by Live Oak Private Wealth LLC
    Filed (acceptance time not in the bulk data set), ingested

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