CVX β€” CHEVRON CORP NEW

Ownership history in M.E. ALLISON & CO., INC.  Β·  6 quarters on record

AI Ownership Summary

M.E. ALLISON & CO., INC. reported CHEVRON CORP NEW (CVX) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 1.63% in 2025 Q1. The latest visible filing shows CVX at 1.37% 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.

What this CVX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was M.E. ALLISON & CO., INC.'s position in CHEVRON CORP NEW, 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 1.37% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.63% in 2025 Q1

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

Time in book
Holding Window
2024 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 M.E. ALLISON & CO., INC. held CVX β€” position size vs. price
% of Fund (quarterly)    CVX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 6 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 9,979 -1,061 -9.6% 1.37% $2.1M 2026-04-08 $192.89
2025 Q4 REDUCED 11,040 -164 -1.5% 1.14% $1.7M 2026-01-12 $160.77
2025 Q3 ADDED 11,204 +67 +0.6% 1.21% $1.7M 2025-10-08 $150.57
2025 Q2 ADDED 11,137 +1,276 +12.9% 1.28% $1.6M 2025-07-25 $149.98
2025 Q1 ADDED 9,861 +4,572 +86.4% 1.63% $1.6M 2025-04-17 $131.93
2024 Q4 INITIATED 5,289 β€” β€” 0.84% $766K 2025-01-16 $150.84

FAQ About M.E. ALLISON & CO., INC. and CVX

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

How long has M.E. ALLISON & CO., INC. reported owning CVX?

M.E. ALLISON & CO., INC. reported CVX across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported CVX position in M.E. ALLISON & CO., INC.'s portfolio?

The largest reported portfolio weight for CVX was 1.63% in 2025 Q1.

What is the latest reported CVX position on this page?

The most recent filing on this page is 2026 Q1, when M.E. ALLISON & CO., INC. reported 9,979 shares, equal to 1.37% of portfolio, with an estimated market value of $2.1M.

What does the chart on this CVX ownership page compare?

The chart compares M.E. ALLISON & CO., INC.'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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