My Legacy Advisors, LLC: CVX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of My Legacy Advisors, LLC on CVX, newest first. How the timeline and the estimate are built.
My Legacy Advisors, LLC held 7,125 CVX shares at 2025-06-30 per its 13F-HR filed 2025-07-11.
the latest 13F is the newest step
- period ended2025-06-3013F 7,125 sharesChange vs previous 13F +821 shares
0.39% of the 13F portfolio, value $1,098,416.
13F-HR 0001767802-25-000003 filed by My Legacy Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 6,304 sharesChange vs previous 13F -113 shares
0.41% of the 13F portfolio, value $1,054,548.
13F-HR 0001767802-25-000002 filed by My 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 6,417 sharesChange vs previous 13F -374 shares
0.39% of the 13F portfolio, value $1,015,958.
13F-HR 0001767802-25-000001 filed by My 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 6,791 sharesChange vs previous 13F -1,195 shares
0.39% of the 13F portfolio, value $1,000,068.
13F-HR 0001767802-24-000007 filed by My Legacy Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-06-3013F 7,986 sharesChange vs previous 13F -119 shares
0.4% of the 13F portfolio, value $1,249,125.
13F-HR 0001767802-24-000005 filed by My Legacy Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-03-3113F 8,105 sharesChange vs previous 13F +196 shares
0.43% of the 13F portfolio, value $1,278,437.
13F-HR 0001767802-24-000006 filed by My Legacy Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-12-3113F 7,909 sharesChange vs previous 13F +255 shares
0.41% of the 13F portfolio, value $1,148,977.
13F-HR 0001767802-24-000001 filed by My Legacy Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2023-09-3013F 7,654 sharesChange vs previous 13F not available
0.53% of the 13F portfolio, value $1,294,347.
13F-HR 0001767802-23-000004 filed by My Legacy Advisors, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).