CVX — CHEVRON

Ownership history in Elefante Mark B  ·  11 quarters on record

This page tracks every 13F SEC filing in which Elefante Mark B reported a position in CHEVRON (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.

Peak position
2.57% (2025 Q1)
Avg. % of fund
1.56%
First filed
2019 Q1
Last filed
2025 Q4
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 21,355 +1,422 +7.1% 1.99% $3.3M $150.93
2025 Q3 ADDED 19,933 +225 +1.1% 1.98% $3.1M $152.09
2025 Q2 ADDED 19,708 +325 +1.7% 2.12% $2.8M $138.69
2025 Q1 ADDED 19,383 +3,635 +23.1% 2.57% $3.2M $160.09
7 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    CVX price (monthly, adj. close)

Other funds also holding CVX

As of 2025 Q4 — sorted by position size

ADAMS NATURAL RESOURCES FUND, INC. 3Y 7Y 14.42% Solus Alternative Asset Management LP 3Y 7Y 8.77% COLRAIN CAPITAL LLC 3Y 7Y 8.14% BERKSHIRE HATHAWAY INC 3Y 7Y 7.24% Wallace Advisory Group, LLC 3Y 6.74% ACR Alpine Capital Research, LLC 3Y 7Y 6.44% LGT Financial Advisors LLC 3Y 5.74% Buckley Wealth Management, LLC 3Y 7Y 4.86% FOUNDATION RESOURCE MANAGEMENT INC 3Y 7Y 4.76% C2C Wealth Management, LLC 3Y 4.59%
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