Skip to content

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

  1. period ended2025-06-30
    13F 7,125 shares
    Change 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), ingested

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

  2. period ended2025-03-31
    13F 6,304 shares
    Change 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), ingested

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

  3. period ended2024-12-31
    13F 6,417 shares
    Change 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), ingested

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

  4. period ended2024-09-30
    13F 6,791 shares
    Change 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), ingested

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

  5. period ended2024-06-30
    13F 7,986 shares
    Change 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), ingested

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

  6. period ended2024-03-31
    13F 8,105 shares
    Change 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), ingested

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

  7. period ended2023-12-31
    13F 7,909 shares
    Change 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), ingested

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

  8. period ended2023-09-30
    13F 7,654 shares
    Change 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), ingested

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