CVX — Chevron Corp E

Ownership history in Capital Wealth Planning, LLC  ·  49 quarters on record

This page tracks every 13F SEC filing in which Capital Wealth Planning, LLC reported a position in Chevron Corp E (CVX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
5.91% (2022 Q4)
Avg. % of fund
3.32%
First filed
2012 Q4
Last filed
2025 Q4
Quarters held
49
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 2,744,140 +169,794 +6.6% 2.73% $422.4M $150.93
2025 Q3 ADDED 2,574,346 +108,888 +4.4% 2.82% $399.8M $152.09
2025 Q2 ADDED 2,465,458 +204,335 +9.0% 2.78% $353.0M $138.69
2025 Q1 ADDED 2,261,123 +71,244 +3.3% 3.28% $378.3M $160.09
45 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    CVX price (monthly, adj. close)

Other funds also holding CVX

As of 2025 Q4 — sorted by position size

ADAMS NATURAL RESOURCES FUND, INC. 3Y 7Y 14.42% Solus Alternative Asset Management LP 3Y 7Y 8.77% COLRAIN CAPITAL LLC 3Y 7Y 8.14% BERKSHIRE HATHAWAY INC 3Y 7Y 7.24% Wallace Advisory Group, LLC 3Y 6.74% ACR Alpine Capital Research, LLC 3Y 7Y 6.44% LGT Financial Advisors LLC 3Y 5.74% Buckley Wealth Management, LLC 3Y 7Y 4.86% FOUNDATION RESOURCE MANAGEMENT INC 3Y 7Y 4.76% C2C Wealth Management, LLC 3Y 4.59%
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