CVX CHEVRON CORP COMMON

Ownership history in LYNCH & ASSOCIATES/IN  ·  74 quarters on record

AI Ownership Summary

LYNCH & ASSOCIATES/IN reported CHEVRON CORP COMMON (CVX) in 74 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 2.33% in 2023 Q3. The latest visible filing shows CVX at 1.51% 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 LYNCH & ASSOCIATES/IN's position in CHEVRON CORP COMMON, 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 1.51% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.33% 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 LYNCH & ASSOCIATES/IN 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 ADDED 52,535 +468 +0.9% 1.51% $8.0M 2026-02-14 (Est.) $181.96
2025 Q3 ADDED 52,067 +81 +0.2% 1.56% $8.1M 2025-10-07 $151.71
2025 Q2 REDUCED 51,986 -756 -1.4% 1.50% $7.4M 2025-07-15 $145.96
2025 Q1 REDUCED 52,742 -936 -1.7% 1.91% $8.8M 2025-04-17 $131.93
2024 Q4 ADDED 53,678 +1,206 +2.3% 1.69% $7.8M 2025-01-10 $144.94
2024 Q3 REDUCED 52,472 -236 -0.4% 1.63% $7.7M 2024-10-15 $138.41
2024 Q2 ADDED 52,708 +1,627 +3.2% 1.86% $8.2M 2024-08-06 $132.70
2024 Q1 REDUCED 51,081 -691 -1.3% 1.86% $8.1M 2024-04-09 $148.59
2023 Q4 REDUCED 51,772 -618 -1.2% 1.88% $7.7M 2024-01-08 $135.65
2023 Q3 ADDED 52,390 +1,237 +2.4% 2.33% $8.8M 2023-10-24 $140.66
64 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About LYNCH & ASSOCIATES/IN and CVX

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

How long has LYNCH & ASSOCIATES/IN reported owning CVX?

LYNCH & ASSOCIATES/IN reported CVX across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported CVX position in LYNCH & ASSOCIATES/IN's portfolio?

The largest reported portfolio weight for CVX was 2.33% in 2023 Q3.

What is the latest reported CVX position on this page?

The most recent filing on this page is 2025 Q4, when LYNCH & ASSOCIATES/IN reported 52,535 shares, equal to 1.51% of portfolio, with an estimated market value of $8.0M.

What does the chart on this CVX ownership page compare?

The chart compares LYNCH & ASSOCIATES/IN'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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