CVX — CHEVRON CORP NEW

Ownership history in ARBOR CAPITAL MANAGEMENT INC /ADV  ·  17 quarters on record

AI Ownership Summary

ARBOR CAPITAL MANAGEMENT INC /ADV reported CHEVRON CORP NEW (CVX) in 17 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.28% in 2025 Q1. The latest visible filing shows CVX at 1.63% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CVX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ARBOR CAPITAL MANAGEMENT INC /ADV's position in CHEVRON CORP NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

CVX was reported at 1.63% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.28% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CVX stock page ARBOR CAPITAL MANAGEMENT INC /ADV fund profile ARBOR CAPITAL MANAGEMENT INC /ADV full holdings
How ARBOR CAPITAL MANAGEMENT INC /ADV held CVX — position size vs. price
% of Fund (quarterly)    CVX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 12,552 -477 -3.7% 1.63% $1.9M 2026-02-14 (Est.) $181.96
2025 Q3 REDUCED 13,029 -1,587 -10.9% 1.62% $2.0M 2025-11-03 $150.86
2025 Q2 ADDED 14,616 +590 +4.2% 1.90% $2.2M 2025-08-04 $146.30
2025 Q1 ADDED 14,026 +731 +5.5% 2.28% $2.3M 2025-04-28 $134.07
2024 Q4 REDUCED 13,295 -895 -6.3% 2.03% $2.1M 2025-02-10 $147.43
2024 Q3 ADDED 14,190 +819 +6.1% 2.00% $2.1M 2024-11-04 $144.25
2024 Q2 REDUCED 13,371 -649 -4.6% 1.92% $2.1M 2024-08-06 $132.70
2024 Q1 REDUCED 14,020 -3,644 -20.6% 2.16% $2.3M 2024-05-13 $150.92
2023 Q4 REDUCED 17,664 -241 -1.3% 2.02% $2.7M 2024-02-13 $136.65
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CVX

As of 2026 Q1 — sorted by position size

ADAMS NATURAL RESOURCES FUND, INC. 3Y 7Y 14.74% Wallace Advisory Group, LLC 3Y 9.26% C2C Wealth Management, LLC 3Y 6.25% Essex Bank 3Y 7Y 6.06% Refined Wealth Management 3Y 5.8% Oak Asset Management, LLC 3Y 7Y 5.61% FOUNDATION RESOURCE MANAGEMENT INC 3Y 7Y 5.49% SILVIA MCCOLL WEALTH MANAGEMENT, LLC 5.26% Grand Central Investment Group 3Y 4.53% Dupree Financial Group, LLC 4.41%

FAQ About ARBOR CAPITAL MANAGEMENT INC /ADV and CVX

These are the practical questions this page is built to answer before you even open the full history table.

How long has ARBOR CAPITAL MANAGEMENT INC /ADV reported owning CVX?

ARBOR CAPITAL MANAGEMENT INC /ADV reported CVX across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported CVX position in ARBOR CAPITAL MANAGEMENT INC /ADV's portfolio?

The largest reported portfolio weight for CVX was 2.28% in 2025 Q1.

What is the latest reported CVX position on this page?

The most recent filing on this page is 2025 Q4, when ARBOR CAPITAL MANAGEMENT INC /ADV reported 12,552 shares, equal to 1.63% of portfolio, with an estimated market value of $1.9M.

What does the chart on this CVX ownership page compare?

The chart compares ARBOR CAPITAL MANAGEMENT INC /ADV's quarterly CVX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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