Schorn Wealth LLC: CVX position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Schorn Wealth LLC on CVX, newest first. How the timeline and the estimate are built.
Schorn Wealth LLC held 1,881 CVX shares at 2026-06-30 per its 13F-HR filed 2026-07-31.
the latest 13F is the newest step
- period ended2026-06-3013F 1,881 sharesChange vs previous 13F +1 shares
0.08% of the 13F portfolio, value $311,773.
13F-HR 0001792851-26-000004 filed by Schorn 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 1,880 sharesChange vs previous 13F 0 shares
0.12% of the 13F portfolio, value $389,053.
13F-HR 0001792851-26-000002 filed by Schorn 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 1,880 sharesChange vs previous 13F +1 shares
0.09% of the 13F portfolio, value $286,518.
13F-HR 0001792851-26-000001 filed by Schorn 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 1,879 sharesChange vs previous 13F 0 shares
0.09% of the 13F portfolio, value $291,845.
13F-HR 0001792851-25-000005 filed by Schorn 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 1,879 sharesChange vs previous 13F -17 shares
0.09% of the 13F portfolio, value $269,028.
13F-HR 0001792851-25-000002 filed by Schorn Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 1,896 sharesChange vs previous 13F +1 shares
0.1% of the 13F portfolio, value $317,194.
13F-HR 0001792851-25-000001 filed by Schorn Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 1,895 sharesChange vs previous 13F -4 shares
0.09% of the 13F portfolio, value $274,525.
13F-HR 0001767349-25-000002 filed by Schorn Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 1,899 sharesChange vs previous 13F not available
0.09% of the 13F portfolio, value $279,622.
13F-HR 0001792851-24-000005 filed by Schorn Wealth LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).