CVX β€” CHEVRON CORP NEW COM

Ownership history in Oppenheimer & Close, LLC  Β·  10 quarters on record

AI Ownership Summary

Oppenheimer & Close, LLC reported CHEVRON CORP NEW COM (CVX) in 10 quarterly 13F filings from 2025 Q3 through 2025 Q4. Peak portfolio weight reached 2.68% in 2025 Q4. The latest visible filing shows CVX at 2.68% 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 Oppenheimer & Close, LLC'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
2025 Q4

CVX was reported at 2.68% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.68% in 2025 Q4

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

Time in book
Holding Window
2025 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 Oppenheimer & Close, LLC held CVX β€” position size vs. price
% of Fund (quarterly)    CVX price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 25,819 +569 +2.3% 2.68% $3.9M 2026-02-14 (Est.) $181.96
2025 Q3 ADDED 25,250 +23,170 +1113.9% 2.65% $3.9M 2025-11-10 $152.44
8 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Oppenheimer & Close, LLC and CVX

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

How long has Oppenheimer & Close, LLC reported owning CVX?

Oppenheimer & Close, LLC reported CVX across 2 quarterly 13F filings, from 2025 Q3 through 2025 Q4.

What was the largest reported CVX position in Oppenheimer & Close, LLC's portfolio?

The largest reported portfolio weight for CVX was 2.68% in 2025 Q4.

What is the latest reported CVX position on this page?

The most recent filing on this page is 2025 Q4, when Oppenheimer & Close, LLC reported 25,819 shares, equal to 2.68% of portfolio, with an estimated market value of $3.9M.

What does the chart on this CVX ownership page compare?

The chart compares Oppenheimer & Close, LLC'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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