CVX CHEVRON TEXACO CORPORATION COM

Ownership history in CAPITAL ADVISORS INC/OK  ·  83 quarters on record

AI Ownership Summary

CAPITAL ADVISORS INC/OK reported CHEVRON TEXACO CORPORATION COM (CVX) in 83 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 2.18% in 2024 Q1. The latest visible filing shows CVX at 1.57% 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 CAPITAL ADVISORS INC/OK's position in CHEVRON TEXACO CORPORATION COM, 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 1.57% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.18% in 2024 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.

How CAPITAL ADVISORS INC/OK 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 ADDED 639,556 +45,453 +7.7% 1.57% $97.5M 2026-02-14 (Est.) $181.96
2025 Q3 ADDED 594,103 +13,428 +2.3% 1.54% $92.3M 2025-10-21 $150.62
2025 Q2 ADDED 580,675 +11,417 +2.0% 1.49% $83.1M 2025-07-22 $145.33
2025 Q1 ADDED 569,258 +1,755 +0.3% 1.90% $95.2M 2025-04-29 $133.30
2024 Q4 REDUCED 567,503 -3,553 -0.6% 1.64% $82.2M 2025-01-29 $147.35
2024 Q3 REDUCED 571,056 -95,793 -14.4% 1.68% $84.1M 2024-10-28 $141.04
2024 Q2 ADDED 666,849 +21,689 +3.4% 2.16% $104.3M 2024-07-31 $148.68
2024 Q1 ADDED 645,160 +117,882 +22.4% 2.18% $101.8M 2024-04-29 $152.57
2023 Q4 ADDED 527,278 +22,023 +4.4% 1.76% $78.6M 2024-01-29 $135.27
74 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About CAPITAL ADVISORS INC/OK and CVX

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

How long has CAPITAL ADVISORS INC/OK reported owning CVX?

CAPITAL ADVISORS INC/OK reported CVX across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported CVX position in CAPITAL ADVISORS INC/OK's portfolio?

The largest reported portfolio weight for CVX was 2.18% in 2024 Q1.

What is the latest reported CVX position on this page?

The most recent filing on this page is 2025 Q4, when CAPITAL ADVISORS INC/OK reported 639,556 shares, equal to 1.57% of portfolio, with an estimated market value of $97.5M.

What does the chart on this CVX ownership page compare?

The chart compares CAPITAL ADVISORS INC/OK'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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