Ownership history in Crescent Sterling, Ltd. Β· 13 quarters on record
This page tracks every 13F SEC filing in which Crescent Sterling, Ltd. reported a position in CHEVRON CORP NEW (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 Crescent Sterling, Ltd. underperformed the S&P 500 by β17.6% annually on this CVX position. Timing score: 64% (7/11 decisions correct). Average cost basis: $141.94. Maximum drawdown during holding period: β13.4%.
β Significantly underperformed the S&P 500 by 17.6% ann.
11 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
7 of 11 add/trim decisions correct
Best entry: $139.95 (2023 Q2) Β· Worst: $144.69 (2024 Q1)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
4 adds Β· 9 trims. Bought during 1 of 6 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 3.04% 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