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Schechter Investment Advisors, LLC: CVX position timeline

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

Schechter Investment Advisors, LLC held 13,893 CVX shares at 2025-03-31 per its 13F-HR filed 2025-05-01.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 13,893 shares
    Change vs previous 13F -1,054 shares

    0.19% of the 13F portfolio, value $2,324,162.

    13F-HR 0001951586-25-000003 filed by Schechter Investment 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 ended2024-12-31
    13F 14,947 shares
    Change vs previous 13F +782 shares

    0.17% of the 13F portfolio, value $2,164,994.

    13F-HR 0001951586-25-000001 filed by Schechter Investment 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 ended2024-09-30
    13F 14,165 shares
    Change vs previous 13F -2,037 shares

    0.15% of the 13F portfolio, value $2,086,133.

    13F-HR 0001951586-24-000004 filed by Schechter Investment 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 ended2024-06-30
    13F 16,202 shares
    Change vs previous 13F +368 shares

    0.19% of the 13F portfolio, value $2,534,276.

    13F-HR 0001951586-24-000003 filed by Schechter Investment 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 ended2024-03-31
    13F 15,834 shares
    Change vs previous 13F +705 shares

    0.19% of the 13F portfolio, value $2,497,652.

    13F-HR 0001951586-24-000002 filed by Schechter Investment 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 ended2023-12-31
    13F 15,129 shares
    Change vs previous 13F +698 shares

    0.2% of the 13F portfolio, value $2,256,662.

    13F-HR 0001951586-24-000001 filed by Schechter Investment 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 ended2023-09-30
    13F 14,431 shares
    Change vs previous 13F +103 shares

    0.24% of the 13F portfolio, value $2,433,339.

    13F-HR 0001951586-23-000007 filed by Schechter Investment 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 ended2023-06-30
    13F/A 14,328 shares
    Change vs previous 13F not available

    0.2% of the 13F portfolio, value $2,254,498.

    13F-HR/A 0001951586-23-000005 filed by Schechter Investment Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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