Ownership history in Elefante Mark B Β· 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 β sourced directly from SEC EDGAR 13F filings.
π Elefante Mark B underperformed the S&P 500 by β5.0% annually on this CVX position. Timing score: 56% (5/9 decisions correct). Average cost basis: $134.06. Maximum drawdown during holding period: β39.9%.
β οΈ Trailed SPY by 5.0% ann. on this position.
4 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
5 of 9 add/trim decisions correct
Best entry: $55.55 (2020 Q1) Β· Worst: $160.09 (2025 Q1)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
11 adds Β· 0 trims. Bought during 4 of 4 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.99% 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