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Disclosery

Omnia Family Wealth, LLC: CVX position timeline

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

Omnia Family Wealth, LLC held 1,944 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-09.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,944 shares
    Change vs previous 13F +406 shares

    0.09% of the 13F portfolio, value $322,237.

    13F-HR 0001951757-26-000959 filed by Omnia Family 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 1,538 shares
    Change vs previous 13F -545 shares

    0.1% of the 13F portfolio, value $318,212.

    13F-HR 0001951757-26-000792 filed by Omnia Family 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 2,083 shares
    Change vs previous 13F -277 shares

    0.09% of the 13F portfolio, value $317,470.

    13F-HR 0001951757-26-000193 filed by Omnia Family 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 2,360 shares
    Change vs previous 13F +811 shares

    0.12% of the 13F portfolio, value $366,484.

    13F-HR 0001951757-25-001299 filed by Omnia Family 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 1,549 shares
    Change vs previous 13F -420 shares

    0.08% of the 13F portfolio, value $221,801.

    13F-HR 0001951757-25-000973 filed by Omnia Family 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 1,969 shares
    Change vs previous 13F +465 shares

    0.14% of the 13F portfolio, value $329,394.

    13F-HR 0001951757-25-000438 filed by Omnia Family 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/A 1,504 shares
    Change vs previous 13F +1,504 shares

    0.09% of the 13F portfolio, value $217,839.

    13F-HR/A 0001951757-25-000276 filed by Omnia Family 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 0 shares
    Change vs previous 13F not available

    13F-HR 0001951757-24-001177 filed by Omnia Family Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.