CVX — CHEVRON CORP NEW

Ownership history in BROOKS, MOORE & ASSOCIATES, INC.  ·  29 quarters on record

AI Ownership Summary

BROOKS, MOORE & ASSOCIATES, INC. reported CHEVRON CORP NEW (CVX) in 29 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.23% in 2024 Q2. The latest visible filing shows CVX at 2.40% 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 BROOKS, MOORE & ASSOCIATES, INC.'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 2.40% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.23% in 2024 Q2

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 BROOKS, MOORE & ASSOCIATES, INC. fund profile BROOKS, MOORE & ASSOCIATES, INC. full holdings
How BROOKS, MOORE & ASSOCIATES, INC. held CVX — position size vs. price
% of Fund (quarterly)    CVX price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 32,069 -88 -0.3% 2.40% $4.9M 2026-02-14 (Est.) $181.96
2025 Q3 REDUCED 32,157 -80 -0.2% 2.53% $5.0M 2025-11-17 $151.63
2025 Q2 REDUCED 32,237 -505 -1.5% 2.64% $4.9M 2025-08-15 $151.63
2025 Q1 REDUCED 32,742 -115 -0.4% 3.09% $5.5M 2025-05-14 $135.57
2024 Q4 ADDED 32,857 +169 +0.5% 2.81% $4.8M 2025-02-14 $148.65
2024 Q3 ADDED 32,688 +542 +1.7% 2.84% $4.8M 2024-11-14 $151.59
2024 Q2 ADDED 32,146 +819 +2.6% 3.23% $5.0M 2024-08-15 $136.01
2024 Q1 ADDED 31,327 +314 +1.0% 3.17% $4.9M 2024-05-14 $150.07
2023 Q4 ADDED 31,013 +1,570 +5.3% 3.18% $4.6M 2024-02-15 $141.68
20 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

CONFLUENCE INVESTMENT MANAGEMENT LLC 3Y 7Y 2.48% Signature Wealth Management Group 3Y 7Y 2.2% ROWLANDMILLER & PARTNERS.ADV 3Y 7Y 2.13% Hickory Point Bank & Trust 1.21% ADIRONDACK TRUST CO 3Y 7Y 1.04% Somerset Trust Co 3Y 7Y 1.0% NEVILLE RODIE & SHAW INC 3Y 7Y 0.83% LVM CAPITAL MANAGEMENT LTD/MI 3Y 7Y 0.75% First Financial Bank - Trust Division 3Y 7Y 0.6% DWR WEALTH MANAGEMENT, LLC 0.55%

FAQ About BROOKS, MOORE & ASSOCIATES, INC. and CVX

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

How long has BROOKS, MOORE & ASSOCIATES, INC. reported owning CVX?

BROOKS, MOORE & ASSOCIATES, INC. reported CVX across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported CVX position in BROOKS, MOORE & ASSOCIATES, INC.'s portfolio?

The largest reported portfolio weight for CVX was 3.23% in 2024 Q2.

What is the latest reported CVX position on this page?

The most recent filing on this page is 2025 Q4, when BROOKS, MOORE & ASSOCIATES, INC. reported 32,069 shares, equal to 2.40% of portfolio, with an estimated market value of $4.9M.

What does the chart on this CVX ownership page compare?

The chart compares BROOKS, MOORE & ASSOCIATES, INC.'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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