CVX CHEVRONTEXACO COM

Ownership history in LVM CAPITAL MANAGEMENT LTD/MI  ·  94 quarters on record

AI Ownership Summary

LVM CAPITAL MANAGEMENT LTD/MI reported CHEVRONTEXACO COM (CVX) in 94 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 1.81% in 2024 Q2. The latest visible filing shows CVX at 0.75% 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 LVM CAPITAL MANAGEMENT LTD/MI'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
2026 Q1

CVX was reported at 0.75% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.81% in 2024 Q2

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

Time in book
Holding Window
2023 Q4 to 2026 Q1

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 LVM CAPITAL MANAGEMENT LTD/MI 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)
2026 Q1 REDUCED 38,462 -227 -0.6% 0.75% $8.0M 2026-05-15 (Est.) $198.97
2025 Q4 REDUCED 38,689 -2,913 -7.0% 0.55% $5.9M 2026-01-12 $160.77
2025 Q3 REDUCED 41,602 -7,186 -14.7% 0.62% $6.5M 2025-10-09 $148.51
2025 Q2 REDUCED 48,788 -2,815 -5.5% 0.72% $7.0M 2025-07-02 $143.33
2025 Q1 REDUCED 51,603 -9,607 -15.7% 0.96% $8.6M 2025-04-08 $131.03
2024 Q4 REDUCED 61,210 -40,568 -39.9% 0.95% $8.9M 2025-01-10 $144.94
2024 Q3 UNCHANGED 101,778 0% 1.81% $15.9M 2024-10-03 $141.70
2024 Q2 ADDED 101,778 +5,399 +5.6% 1.81% $15.9M 2024-07-16 $146.18
2024 Q1 ADDED 96,379 +4,527 +4.9% 1.80% $15.2M 2024-04-15 $144.55
2023 Q4 ADDED 91,852 +15,264 +19.9% 1.75% $13.7M 2024-01-12 $133.63
84 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About LVM CAPITAL MANAGEMENT LTD/MI and CVX

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

How long has LVM CAPITAL MANAGEMENT LTD/MI reported owning CVX?

LVM CAPITAL MANAGEMENT LTD/MI reported CVX across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported CVX position in LVM CAPITAL MANAGEMENT LTD/MI's portfolio?

The largest reported portfolio weight for CVX was 1.81% in 2024 Q2.

What is the latest reported CVX position on this page?

The most recent filing on this page is 2026 Q1, when LVM CAPITAL MANAGEMENT LTD/MI reported 38,462 shares, equal to 0.75% of portfolio, with an estimated market value of $8.0M.

What does the chart on this CVX ownership page compare?

The chart compares LVM CAPITAL MANAGEMENT LTD/MI'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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