HORAN Wealth, LLC: CVX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of HORAN Wealth, LLC on CVX, newest first. How the timeline and the estimate are built.
HORAN Wealth, LLC held 9,058 CVX shares at 2026-06-30 per its 13F-HR/A filed 2026-08-26.
the latest 13F is the newest step
- period ended2026-06-3013F/A 9,058 sharesChange vs previous 13F -8,972 shares
0.19% of the 13F portfolio, value $1,501,498.
13F-HR/A 0002072569-26-000007 filed by HORAN Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 18,030 sharesChange vs previous 13F +9,086 shares
0.31% of the 13F portfolio, value $3,238,636.
13F-HR 0002072569-26-000003 filed by HORAN Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 8,944 sharesChange vs previous 13F -79 shares
0.21% of the 13F portfolio, value $1,363,261.
13F-HR 0002072569-26-000001 filed by HORAN Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 9,023 sharesChange vs previous 13F +4,616 shares
0.22% of the 13F portfolio, value $1,401,228.
13F-HR 0002072569-25-000001 filed by HORAN Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 4,407 sharesChange vs previous 13F not available
0.19% of the 13F portfolio, value $631,064.
13F-HR 0001671623-25-000004 filed by HORAN Wealth, LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).