Ownership history in HoyleCohen, LLC · 27 quarters on record
This page tracks every 13F SEC filing in which HoyleCohen, LLC 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2024 Q2 | REDUCED | 118,397 | -1,314 | -1.1% | 1.40% | $18.5M | $144.92 |
| 2024 Q1 | ADDED | 119,711 | +177 | +0.1% | 1.44% | $18.9M | $144.69 |
| 2023 Q4 | ADDED | 119,534 | +1,610 | +1.4% | 1.46% | $17.8M | $135.34 |
| 2023 Q3 | ADDED | 117,924 | +1,167 | +1.0% | 1.84% | $19.9M | $151.41 |
| 2023 Q2 | REDUCED | 116,757 | -211 | -0.2% | 1.62% | $18.4M | $139.95 |
| 2023 Q1 | ADDED | 116,968 | +1,249 | +1.1% | 1.78% | $19.1M | $143.71 |
| 2022 Q4 | REDUCED | 115,719 | -1,091 | -0.9% | 2.07% | $20.8M | $156.70 |
| 2022 Q3 | REDUCED | 116,810 | -1,060 | -0.9% | 1.84% | $16.8M | $124.47 |
| 2022 Q2 | REDUCED | 117,870 | -1,719 | -1.4% | 1.78% | $17.1M | $124.30 |
| 2022 Q1 | REDUCED | 119,589 | -2,062 | -1.7% | 1.67% | $19.5M | $138.66 |
As of 2025 Q4 — sorted by position size