CVX CHEVRON CORP NEW

Ownership history in Imprint Wealth LLC  ·  7 quarters on record

This page tracks every 13F SEC filing in which Imprint Wealth 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.

Peak position
3.69% (2023 Q1)
Avg. % of fund
2.18%
First filed
2023 Q1
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 1,910 -1,673 -46.7% 1.36% $291K $150.93
2025 Q3 REDUCED 3,583 -20,100 -84.9% 1.78% $556K $152.09
2024 Q1 ADDED 23,683 +6,246 +35.8% 0.91% $3.8M $144.69
2023 Q4 ADDED 17,437 +315 +1.8% 2.09% $2.6M $135.34
2023 Q3 REDUCED 17,122 -5,361,232 -99.7% 2.44% $2.9M $151.41
2023 Q2 ADDED 5,378,354 +5,343,782 +15457.0% 2.97% $5.38B $139.95
2023 Q1 INITIATED 34,572 3.69% $5.6M $143.71
% of Fund (quarterly)    CVX price (monthly, adj. close)
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