Ownership history in Cornerstone Advisors, LLC · 16 quarters on record
This page tracks every 13F SEC filing in which Cornerstone 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 — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | ADDED | 123,145 | +5,945 | +5.1% | 0.63% | $19.1M | $152.09 |
| 2025 Q2 | ADDED | 117,200 | +36,800 | +45.8% | 0.58% | $16.8M | $138.69 |
| 2025 Q1 | UNCHANGED | 80,400 | — | 0% | 0.58% | $13.5M | $160.09 |
| 2024 Q4 | UNCHANGED | 80,400 | — | 0% | 0.46% | $11.6M | $137.08 |
| 2024 Q3 | ADDED | 80,400 | +300 | +0.4% | 0.47% | $11.8M | $137.97 |
| 2024 Q2 | REDUCED | 80,100 | -400 | -0.5% | 0.51% | $12.5M | $144.93 |
| 2024 Q1 | ADDED | 80,500 | +1,000 | +1.3% | 0.53% | $12.7M | $144.69 |
| 2023 Q4 | REDUCED | 79,500 | -5,300 | -6.2% | 0.52% | $11.9M | $135.34 |
| 2023 Q3 | ADDED | 84,800 | +12,100 | +16.6% | 0.67% | $14.3M | $151.41 |
| 2023 Q2 | ADDED | 72,700 | +55,000 | +310.7% | 0.55% | $11.4M | $139.95 |
As of 2025 Q4 — sorted by position size