Tanglewood Legacy Advisors, LLC: CVX position timeline

Tanglewood Legacy Advisors, LLC held 5,181 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 5,181 shares

   Change vs previous 13F +17 shares

   0.28% of the 13F portfolio, value $858,832.

   13F-HR 0001965616-26-000004 filed by Tanglewood Legacy Advisors, LLC
   Filed 2026-08-10 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 5,164 shares

   Change vs previous 13F +18 shares

   0.39% of the 13F portfolio, value $1,068,385.

   13F-HR 0001965616-26-000002 filed by Tanglewood Legacy Advisors, LLC
   Filed 2026-04-27 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 5,146 shares

   Change vs previous 13F +117 shares

   0.29% of the 13F portfolio, value $784,374.

   13F-HR 0001965616-26-000001 filed by Tanglewood Legacy Advisors, LLC
   Filed 2026-02-06 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 5,029 shares

   Change vs previous 13F +20 shares

   0.3% of the 13F portfolio, value $780,914.

   13F-HR 0001965616-25-000006 filed by Tanglewood Legacy Advisors, LLC
   Filed 2025-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 5,009 shares

   Change vs previous 13F +21 shares

   0.29% of the 13F portfolio, value $717,256.

   13F-HR 0001992825-25-000009 filed by Tanglewood Legacy Advisors, LLC
   Filed 2025-08-08 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 4,988 shares

   Change vs previous 13F +19 shares

   0.37% of the 13F portfolio, value $834,478.

   13F-HR 0001965616-25-000002 filed by Tanglewood Legacy Advisors, LLC
   Filed 2025-04-22 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 4,969 shares

   Change vs previous 13F +769 shares

   0.31% of the 13F portfolio, value $719,758.

   13F-HR 0001965616-25-000001 filed by Tanglewood Legacy Advisors, LLC
   Filed 2025-01-30 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 4,200 shares

   Change vs previous 13F not available

   0.27% of the 13F portfolio, value $618,468.

   13F-HR 0001965616-24-000005 filed by Tanglewood Legacy Advisors, LLC
   Filed 2024-10-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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