CVX Chevron Corporation

Ownership history in Cheviot Value Management, LLC  ·  49 quarters on record

AI Ownership Summary

Cheviot Value Management, LLC reported Chevron Corporation (CVX) in 49 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 2.94% in 2023 Q3. The latest visible filing shows CVX at 1.39% 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 Cheviot Value Management, LLC's position in Chevron Corporation, 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 1.39% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.94% in 2023 Q3

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

Time in book
Holding Window
2023 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 Cheviot Value Management, LLC 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 ADDED 83,192 +1,249 +1.5% 1.39% $14.1M 2026-02-14 (Est.) $181.96
2025 Q3 ADDED 81,943 +1,523 +1.9% 1.34% $12.6M 2025-10-31 $154.47
2025 Q2 ADDED 80,420 +1,512 +1.9% 1.43% $12.5M 2025-08-13 $150.97
2025 Q1 ADDED 78,908 +1,122 +1.4% 1.32% $10.7M 2025-05-09 $132.53
2024 Q4 ADDED 77,786 +819 +1.1% 2.15% $11.3M 2025-02-14 $148.65
2024 Q3 REDUCED 76,967 -1,924 -2.4% 2.14% $11.3M 2024-11-14 $151.59
2024 Q2 REDUCED 78,891 -1,549 -1.9% 2.41% $12.3M 2024-08-14 $134.04
2023 Q4 REDUCED 80,440 -5,283 -6.2% 2.61% $12.1M 2024-02-14 $137.02
2023 Q3 ADDED 85,723 +2,028 +2.4% 2.94% $13.5M 2023-11-07 $129.67
40 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Cheviot Value Management, 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 Cheviot Value Management, LLC reported owning CVX?

Cheviot Value Management, LLC reported CVX across 9 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported CVX position in Cheviot Value Management, LLC's portfolio?

The largest reported portfolio weight for CVX was 2.94% in 2023 Q3.

What is the latest reported CVX position on this page?

The most recent filing on this page is 2025 Q4, when Cheviot Value Management, LLC reported 83,192 shares, equal to 1.39% of portfolio, with an estimated market value of $14.1M.

What does the chart on this CVX ownership page compare?

The chart compares Cheviot Value Management, 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.

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