CVX CHEVRON CORP NEW

Ownership history in Crumly & Associates Inc.  ·  18 quarters on record

AI Ownership Summary

Crumly & Associates Inc. reported CHEVRON CORP NEW (CVX) in 18 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.17% in 2026 Q1. The latest visible filing shows CVX at 0.17% 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 Crumly & Associates Inc.'s position in CHEVRON CORP NEW, 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
2026 Q1

CVX was reported at 0.17% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.17% in 2026 Q1

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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 Crumly & Associates Inc. held CVX — position size vs. price
% of Fund (quarterly)    CVX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 3,926 +316 +8.8% 0.17% $812K 2026-05-15 (Est.) $187.80
2025 Q4 REDUCED 3,610 -517 -12.5% 0.12% $550K 2026-01-14 $165.62
2025 Q3 ADDED 4,127 +650 +18.7% 0.14% $641K 2025-11-03 $150.86
2025 Q2 ADDED 3,477 +39 +1.1% 0.12% $498K 2025-07-02 $143.33
2025 Q1 ADDED 3,438 +143 +4.3% 0.16% $575K 2025-04-22 $131.39
2024 Q4 REDUCED 3,295 -409 -11.0% 0.13% $477K 2025-02-03 $141.34
2024 Q3 ADDED 3,704 +102 +2.8% 0.15% $545K 2024-11-01 $143.41
2024 Q2 ADDED 3,602 +120 +3.4% 0.16% $563K 2024-08-02 $137.63
2024 Q1 ADDED 3,482 +294 +9.2% 0.14% $549K 2024-05-01 $146.42
2023 Q4 REDUCED 3,188 -538 -14.4% 0.13% $475K 2024-01-29 $135.27
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Crumly & Associates Inc. and CVX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Crumly & Associates Inc. reported owning CVX?

Crumly & Associates Inc. reported CVX across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported CVX position in Crumly & Associates Inc.'s portfolio?

The largest reported portfolio weight for CVX was 0.17% in 2026 Q1.

What is the latest reported CVX position on this page?

The most recent filing on this page is 2026 Q1, when Crumly & Associates Inc. reported 3,926 shares, equal to 0.17% of portfolio, with an estimated market value of $812K.

What does the chart on this CVX ownership page compare?

The chart compares Crumly & Associates Inc.'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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