CVX ChevronTexaco COM

Ownership history in EVERETT HARRIS & CO /CA/  ·  97 quarters on record

AI Ownership Summary

EVERETT HARRIS & CO /CA/ reported ChevronTexaco COM (CVX) in 97 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 1.45% in 2023 Q3. The latest visible filing shows CVX at 1.01% 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 EVERETT HARRIS & CO /CA/'s position in ChevronTexaco COM, 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
2025 Q4

CVX was reported at 1.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.45% in 2023 Q3

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

Time in book
Holding Window
2023 Q3 to 2025 Q4

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 EVERETT HARRIS & CO /CA/ held CVX — position size vs. price
% of Fund (quarterly)    CVX price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 548,522 -8,146 -1.5% 1.01% $83.6M 2026-02-14 (Est.) $181.96
2025 Q3 REDUCED 556,668 -6,351 -1.1% 1.07% $86.4M 2025-11-03 $150.86
2025 Q2 REDUCED 563,019 -9,216 -1.6% 1.03% $80.6M 2025-08-08 $150.14
2025 Q1 REDUCED 572,235 -26,410 -4.4% 1.23% $95.7M 2025-05-12 $135.52
2024 Q4 ADDED 598,645 +3,323 +0.6% 1.09% $86.7M 2025-01-24 $147.31
2024 Q3 ADDED 595,322 +8,020 +1.4% 1.09% $87.7M 2024-10-18 $141.23
2024 Q2 REDUCED 587,302 -7,194 -1.2% 1.18% $91.9M 2024-08-02 $137.63
2024 Q1 ADDED 594,496 +13,427 +2.3% 1.24% $93.8M 2024-04-19 $146.76
2023 Q4 ADDED 581,069 +30,212 +5.5% 1.24% $86.7M 2024-01-18 $128.68
2023 Q3 ADDED 550,857 +15,568 +2.9% 1.45% $92.9M 2023-10-24 $140.66
87 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About EVERETT HARRIS & CO /CA/ and CVX

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

How long has EVERETT HARRIS & CO /CA/ reported owning CVX?

EVERETT HARRIS & CO /CA/ reported CVX across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported CVX position in EVERETT HARRIS & CO /CA/'s portfolio?

The largest reported portfolio weight for CVX was 1.45% in 2023 Q3.

What is the latest reported CVX position on this page?

The most recent filing on this page is 2025 Q4, when EVERETT HARRIS & CO /CA/ reported 548,522 shares, equal to 1.01% of portfolio, with an estimated market value of $83.6M.

What does the chart on this CVX ownership page compare?

The chart compares EVERETT HARRIS & CO /CA/'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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