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Disclosery

Portfolio Design Labs, LLC: CVX position timeline

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

Portfolio Design Labs, LLC held 25,523 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 25,523 shares
    Change vs previous 13F +1,440 shares

    0.69% of the 13F portfolio, value $4,230,760.

    13F-HR 0002010278-26-000004 filed by Portfolio Design Labs, 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 24,083 shares
    Change vs previous 13F -4,439 shares

    0.89% of the 13F portfolio, value $4,982,799.

    13F-HR 0002010278-26-000003 filed by Portfolio Design Labs, 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 28,522 shares
    Change vs previous 13F -1,817 shares

    0.72% of the 13F portfolio, value $4,347,006.

    13F-HR 0002010278-26-000002 filed by Portfolio Design Labs, 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 30,339 shares
    Change vs previous 13F +15,464 shares

    0.81% of the 13F portfolio, value $4,711,404.

    13F-HR 0002010278-25-000007 filed by Portfolio Design Labs, 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 14,875 shares
    Change vs previous 13F -1,201 shares

    0.42% of the 13F portfolio, value $2,129,952.

    13F-HR 0002010278-25-000005 filed by Portfolio Design Labs, 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 16,076 shares
    Change vs previous 13F +4,174 shares

    0.55% of the 13F portfolio, value $2,689,355.

    13F-HR 0002010278-25-000004 filed by Portfolio Design Labs, 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 11,902 shares
    Change vs previous 13F +2,240 shares

    0.35% of the 13F portfolio, value $1,723,886.

    13F-HR 0002010278-25-000002 filed by Portfolio Design Labs, 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 9,662 shares
    Change vs previous 13F not available

    0.4% of the 13F portfolio, value $1,422,923.

    13F-HR 0002010278-24-000006 filed by Portfolio Design Labs, LLC
    Filed (acceptance time not in the bulk data set), ingested

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