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Disclosery

Simplicity Solutions, LLC: CVX position timeline

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

Simplicity Solutions, LLC held 53,150 CVX shares at 2023-12-31 per its 13F-HR filed 2024-01-29.

the latest 13F is the newest step

  1. period ended2023-12-31
    13F 53,150 shares
    Change vs previous 13F -772 shares

    0.22% of the 13F portfolio, value $7,927,866.

    13F-HR 0001062993-24-001496 filed by Simplicity Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2023-09-30
    13F 53,922 shares
    Change vs previous 13F -4,401 shares

    0.29% of the 13F portfolio, value $9,092,433.

    13F-HR 0001062993-23-019569 filed by Simplicity Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2023-06-30
    13F 58,323 shares
    Change vs previous 13F -8,782 shares

    0.25% of the 13F portfolio, value $9,177,146.

    13F-HR 0001062993-23-015333 filed by Simplicity Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2023-03-31
    13F 67,105 shares
    Change vs previous 13F +36,453 shares

    0.29% of the 13F portfolio, value $10,949,034.

    13F-HR 0001062993-23-009561 filed by Simplicity Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2022-12-31
    13F 30,652 shares
    Change vs previous 13F -1,108 shares

    0.75% of the 13F portfolio, value $5,501,682.

    13F-HR 0001062993-23-001965 filed by Simplicity Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2022-09-30
    13F 31,760 shares
    Change vs previous 13F +3,314 shares

    0.66% of the 13F portfolio, value $4,563,000.

    13F-HR 0001062993-22-020718 filed by Simplicity Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2022-06-30
    13F 28,446 shares
    Change vs previous 13F +5,006 shares

    0.53% of the 13F portfolio, value $4,119,000.

    13F-HR 0001062993-22-016474 filed by Simplicity Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2022-03-31
    13F 23,440 shares
    Change vs previous 13F not available

    0.47% of the 13F portfolio, value $3,817,000.

    13F-HR 0001062993-22-013078 filed by Simplicity Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

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