CVX CHEVRON CORP NEW

Ownership history in FORT, L.P.  ·  7 quarters on record

This page tracks every 13F SEC filing in which FORT, L.P. 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 — sourced directly from SEC EDGAR 13F filings.

Peak position
0.94% (2023 Q3)
Avg. % of fund
0.63%
First filed
2018 Q3
Last filed
2024 Q2
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q2 REDUCED 1,769 -50 -2.7% 0.71% $277K $144.93
2024 Q1 REDUCED 1,819 -149 -7.6% 0.72% $287K $144.69
2023 Q4 REDUCED 1,968 -54 -2.7% 0.73% $294K $135.34
2023 Q3 ADDED 2,022 +168 +9.1% 0.94% $341K $151.41
2023 Q2 ADDED 1,854 +559 +43.2% 0.77% $292K $139.95
2023 Q1 ADDED 1,295 +326 +33.6% 0.55% $211K $143.71
2018 Q3 INITIATED 969 0.03% $118K
% of Fund (quarterly)    CVX price (monthly, adj. close)
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