Ownership history in CapWealth Advisors, LLC Β· 57 quarters on record
This page tracks every 13F SEC filing in which CapWealth Advisors, LLC reported a position in CHEVRON CORP (CVX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π CapWealth Advisors, LLC underperformed the S&P 500 by β4.4% annually on this CVX position. Timing score: 50% (27/54 decisions correct). Average cost basis: $94.28. Maximum drawdown during holding period: β39.9%.
β οΈ Trailed SPY by 4.4% ann. on this position.
55 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
27 of 54 add/trim decisions correct
Best entry: $58.08 (2015 Q4) Β· Worst: $160.09 (2025 Q1)
πͺ Held through 2 major drawdowns (>20%).
32 adds Β· 24 trims. Bought during 15 of 26 down-price quarters. π More buys than sells across the holding period.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.99% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size