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Callan Family Office, LLC: CVX position timeline

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

Callan Family Office, LLC held 90,394 CVX shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 90,394 shares
    Change vs previous 13F +5,333 shares

    0.29% of the 13F portfolio, value $14,983,691.

    13F-HR 0001938970-26-000004 filed by Callan Family Office, 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 85,061 shares
    Change vs previous 13F -3,463 shares

    0.4% of the 13F portfolio, value $17,599,225.

    13F-HR 0001938970-26-000003 filed by Callan Family Office, 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 88,524 shares
    Change vs previous 13F +20,015 shares

    0.29% of the 13F portfolio, value $13,491,973.

    13F-HR 0001938970-26-000002 filed by Callan Family Office, 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 68,509 shares
    Change vs previous 13F +3,611 shares

    0.34% of the 13F portfolio, value $10,638,763.

    13F-HR 0001938970-25-000004 filed by Callan Family Office, 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 64,898 shares
    Change vs previous 13F +29,234 shares

    0.29% of the 13F portfolio, value $9,292,745.

    13F-HR 0001221073-25-000065 filed by Callan Family Office, 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 35,664 shares
    Change vs previous 13F +11,103 shares

    0.45% of the 13F portfolio, value $5,966,231.

    13F-HR 0001221073-25-000052 filed by Callan Family Office, 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 24,561 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $3,557,415.

    13F-HR 0001221073-25-000016 filed by Callan Family Office, LLC
    Filed (acceptance time not in the bulk data set), ingested

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