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Disclosery

Simplicity Wealth,LLC: CVX position timeline

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

Simplicity Wealth,LLC held 82,222 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 82,222 shares
    Change vs previous 13F +53,047 shares

    0.46% of the 13F portfolio, value $13,629,013.

    13F-HR 0001062993-26-004075 filed by Simplicity 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 29,175 shares
    Change vs previous 13F +3,877 shares

    0.34% of the 13F portfolio, value $6,036,278.

    13F-HR 0001062993-26-002226 filed by Simplicity 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 25,298 shares
    Change vs previous 13F +1,182 shares

    0.23% of the 13F portfolio, value $3,855,677.

    13F-HR 0001062993-26-000496 filed by Simplicity 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 24,116 shares
    Change vs previous 13F -11,831 shares

    0.22% of the 13F portfolio, value $3,744,949.

    13F-HR 0001062993-25-016389 filed by Simplicity 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 35,947 shares
    Change vs previous 13F +18,785 shares

    0.21% of the 13F portfolio, value $5,147,251.

    13F-HR 0001062993-25-013037 filed by Simplicity 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 17,162 shares
    Change vs previous 13F +11,032 shares

    0.22% of the 13F portfolio, value $2,870,958.

    13F-HR 0001062993-25-007473 filed by Simplicity 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 6,130 shares
    Change vs previous 13F -6,084 shares

    0.19% of the 13F portfolio, value $887,865.

    13F-HR 0001062993-25-001833 filed by Simplicity 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 12,214 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $1,798,728.

    13F-HR 0001062993-24-017516 filed by Simplicity Wealth,LLC
    Filed (acceptance time not in the bulk data set), ingested

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