Bey-Douglas LLC CVX β€” CHEVRON CORP NEW

Ownership history in Bey-Douglas LLC  Β·  2 quarters on record

AI Ownership Summary

Bey-Douglas LLC reported CHEVRON CORP NEW (CVX) in 2 quarterly 13F filings from 2025 Q3 through 2025 Q4. Peak portfolio weight reached 0.33% in 2025 Q4. The latest visible filing shows CVX at 0.33% 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.

What this CVX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bey-Douglas LLC'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 0.33% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.33% in 2025 Q4

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

Time in book
Holding Window
2025 Q3 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.

How Bey-Douglas LLC held CVX β€” position size vs. price
% of Fund (quarterly)    CVX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED β€” β€” β€” 2,677 +146 +5.8% 0.33% $408K 2026-02-14 (Est.) $181.96
2025 Q3 INITIATED β€” β€” β€” 2,531 β€” β€” 0.29% $393K 2025-10-30 $150.35

FAQ About Bey-Douglas LLC and CVX

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

How long has Bey-Douglas LLC reported owning CVX?

Bey-Douglas LLC reported CVX across 2 quarterly 13F filings, from 2025 Q3 through 2025 Q4.

What was the largest reported CVX position in Bey-Douglas LLC's portfolio?

The largest reported portfolio weight for CVX was 0.33% in 2025 Q4.

What is the latest reported CVX position on this page?

The most recent filing on this page is 2025 Q4, when Bey-Douglas LLC reported 2,677 shares, equal to 0.33% of portfolio, with an estimated market value of $408K.

What does the chart on this CVX ownership page compare?

The chart compares Bey-Douglas LLC'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.

← Back to Bey-Douglas LLC Holdings