Noble Wealth Management PBC CVX — CHEVRON CORP NEW COM

Ownership history in Noble Wealth Management PBC  ·  5 quarters on record

AI Ownership Summary

Noble Wealth Management PBC reported CHEVRON CORP NEW COM (CVX) in 5 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.06% in 2024 Q4. The latest visible filing shows CVX at 0.00% 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 Noble Wealth Management PBC's position in CHEVRON CORP NEW 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 Q2

CVX was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.06% in 2024 Q4

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 Q2

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.

CVX stock page Noble Wealth Management PBC fund profile Noble Wealth Management PBC full holdings
How Noble Wealth Management PBC held CVX — position size vs. price
% of Fund (quarterly)    CVX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 54 — 0% 0.00% $9K 2026-07-01 $165.69
2026 Q1 UNCHANGED — — — 54 — 0% 0.01% $11K 2026-04-02 $197.16
2025 Q4 REDUCED 67.3% +37.1% ❌ 54 -111 -67.3% 0.00% $8K 2026-01-05 $160.79
2025 Q1 REDUCED 70.4% -13.4% ✅ 165 -392 -70.4% 0.02% $28 2025-04-15 $127.58
2024 Q4 INITIATED — — — 557 — — 0.06% $81K 2025-02-05 $143.48

🏢 Other funds also holding CVX

As of 2026 Q2 — sorted by position size

CONFLUENCE INVESTMENT MANAGEMENT LLC 3Y 7Y 1.92% Roxbury Financial LLC 0.85% Miller Global Investments, LLC 0.73% First Nebraska Trust Co 0.44% First Financial Bank - Trust Division 3Y 7Y 0.43% Adelphi Trust Co 0.34% EASTERN BANK 3Y 7Y 0.13% PVG ASSET MANAGEMENT CORP 3Y 7Y 0.12% Trust Co of the South 0.07%

FAQ About Noble Wealth Management PBC and CVX

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

How long has Noble Wealth Management PBC reported owning CVX?

Noble Wealth Management PBC reported CVX across 5 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported CVX position in Noble Wealth Management PBC's portfolio?

The largest reported portfolio weight for CVX was 0.06% in 2024 Q4.

What is the latest reported CVX position on this page?

The most recent filing on this page is 2026 Q2, when Noble Wealth Management PBC reported 54 shares, equal to 0.00% of portfolio, with an estimated market value of $9K.

What does the chart on this CVX ownership page compare?

The chart compares Noble Wealth Management PBC'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.

How well did Noble Wealth Management PBC time their CVX position?

Based on 13F filing dates vs. subsequent CVX price moves, Noble Wealth Management PBC correctly timed 0 out of 3 reported position changes (0%). The annualised alpha on CVX relative to SPY over the holding period was -9.1%.

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