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Lido Advisors, LLC: CVX position timeline

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

Lido Advisors, LLC held 242,427 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 242,427 shares
    Change vs previous 13F +9,924 shares

    0.14% of the 13F portfolio, value $40,185,405.

    13F-HR 0001172661-26-003159 filed by Lido Advisors, 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 232,503 shares
    Change vs previous 13F +9,555 shares

    0.19% of the 13F portfolio, value $48,105,564.

    13F-HR 0001172661-26-001805 filed by Lido Advisors, 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 222,948 shares
    Change vs previous 13F +2,251 shares

    0.14% of the 13F portfolio, value $34,468,607.

    13F-HR 0001172661-26-000582 filed by Lido Advisors, 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 220,697 shares
    Change vs previous 13F +67,944 shares

    0.14% of the 13F portfolio, value $34,272,373.

    13F-HR 0001172661-25-004894 filed by Lido Advisors, 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 152,753 shares
    Change vs previous 13F +1,071 shares

    0.11% of the 13F portfolio, value $21,872,799.

    13F-HR 0001172661-25-003111 filed by Lido Advisors, 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 151,682 shares
    Change vs previous 13F +10,714 shares

    0.15% of the 13F portfolio, value $25,374,968.

    13F-HR 0001172661-25-002184 filed by Lido Advisors, 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 140,968 shares
    Change vs previous 13F +24,073 shares

    0.13% of the 13F portfolio, value $20,417,840.

    13F-HR 0001172661-25-001102 filed by Lido Advisors, 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 116,895 shares
    Change vs previous 13F not available

    0.13% of the 13F portfolio, value $17,215,236.

    13F-HR 0001172661-24-004928 filed by Lido Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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