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Horizon Wealth Management, LLC: CVX position timeline

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

Horizon Wealth Management, LLC held 3,181 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 3,181 shares
    Change vs previous 13F +10 shares

    0.07% of the 13F portfolio, value $527,294.

    13F-HR 0001951757-26-001099 filed by Horizon Wealth Management, 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 3,171 shares
    Change vs previous 13F +34 shares

    0.1% of the 13F portfolio, value $656,002.

    13F-HR 0001951757-26-000728 filed by Horizon Wealth Management, 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 3,137 shares
    Change vs previous 13F +12 shares

    0.07% of the 13F portfolio, value $478,146.

    13F-HR 0001951757-26-000349 filed by Horizon Wealth Management, 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 3,125 shares
    Change vs previous 13F +25 shares

    0.07% of the 13F portfolio, value $485,249.

    13F-HR 0001951757-25-001291 filed by Horizon Wealth Management, 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 3,100 shares
    Change vs previous 13F -96 shares

    0.08% of the 13F portfolio, value $443,891.

    13F-HR 0001951757-25-001018 filed by Horizon Wealth Management, 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 3,196 shares
    Change vs previous 13F +181 shares

    0.09% of the 13F portfolio, value $534,590.

    13F-HR 0001951757-25-000306 filed by Horizon Wealth Management, 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 3,015 shares
    Change vs previous 13F -39,717 shares

    0.08% of the 13F portfolio, value $436,641.

    13F-HR 0001951757-25-000007 filed by Horizon Wealth Management, 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 42,732 shares
    Change vs previous 13F not available

    1.26% of the 13F portfolio, value $6,293,209.

    13F-HR 0001951757-24-001049 filed by Horizon Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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