&PARTNERS CVX — CHEVRON CORP NEW

Ownership history in &PARTNERS  ·  21 quarters on record

AI Ownership Summary

&PARTNERS reported CHEVRON CORP NEW (CVX) in 21 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.64% in 2025 Q1. The latest visible filing shows CVX at 0.41% 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 &PARTNERS'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
2025 Q4

CVX was reported at 0.41% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.64% 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
2023 Q4 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.

CVX stock page &PARTNERS fund profile &PARTNERS full holdings
How &PARTNERS 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 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED — — — 520,512 +40,280 +8.4% 0.41% $79.3M 2026-02-14 (Est.) $181.96
2025 Q3 ADDED — — — 480,232 +35,066 +7.9% 0.48% $74.6M 2025-11-14 $154.37
2025 Q2 ADDED — — — 445,166 +82,422 +22.7% 0.49% $63.7M 2025-08-14 $150.29
2025 Q1 ADDED — — — 362,744 +10,072 +2.9% 0.64% $60.2M 2025-05-15 $136.13
2024 Q4 ADDED — — — 352,672 +164,729 +87.6% 0.62% $51.9M 2025-02-14 $148.65
2024 Q3 ADDED — — — 187,943 +98,107 +109.2% 0.53% $27.7M 2024-11-14 $151.59
2024 Q2 ADDED — — — 89,836 +67,144 +295.9% 0.61% $14.0M 2024-07-24 $143.67
2024 Q1 ADDED — — — 22,692 +9,096 +66.9% 0.49% $3.6M 2024-04-11 $148.49
2023 Q4 ADDED — — — 13,596 +3,758 +38.2% 0.50% $2.0M 2024-01-09 $132.20
12 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CVX

As of 2026 Q1 — sorted by position size

ADAMS NATURAL RESOURCES FUND, INC. 3Y 7Y 14.74% Drummond Knight Asset Management Pty Ltd 10.99% OAKLAND FINANCIAL CORP 10.77% Wallace Advisory Group, LLC 3Y 9.26% ACR Alpine Capital Research, LLC 3Y 7Y 8.49% Pekao Towarzystwo Funduszy Inwestycyjnych S.A. 8.27% Spurstone Advisory Services, LLC 7.15% C2C Wealth Management, LLC 3Y 6.25% Essex Bank 3Y 7Y 6.06% Refined Wealth Management 3Y 5.8%

FAQ About &PARTNERS and CVX

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

How long has &PARTNERS reported owning CVX?

&PARTNERS reported CVX across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported CVX position in &PARTNERS's portfolio?

The largest reported portfolio weight for CVX was 0.64% in 2025 Q1.

What is the latest reported CVX position on this page?

The most recent filing on this page is 2025 Q4, when &PARTNERS reported 520,512 shares, equal to 0.41% of portfolio, with an estimated market value of $79.3M.

What does the chart on this CVX ownership page compare?

The chart compares &PARTNERS'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 &PARTNERS time their CVX position?

Based on 13F filing dates vs. subsequent CVX price moves, &PARTNERS correctly timed 15 out of 20 reported position changes (75%). The annualised alpha on CVX relative to SPY over the holding period was +5.1%.

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