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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

  1. period ended2026-06-30
    13F/A 9,058 shares
    Change 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), ingested

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

  2. period ended2026-03-31
    13F 18,030 shares
    Change 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), ingested

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

  3. period ended2025-12-31
    13F 8,944 shares
    Change 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), ingested

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

  4. period ended2025-09-30
    13F 9,023 shares
    Change 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), ingested

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

  5. period ended2025-06-30
    13F 4,407 shares
    Change 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), ingested

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