Ownership history in PHYSICIANS FINANCIAL SERVICES, INC. Β· 41 quarters on record
This page tracks every 13F SEC filing in which PHYSICIANS FINANCIAL SERVICES, INC. reported a position in Chevron Corp. (CVX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π PHYSICIANS FINANCIAL SERVICES, INC. underperformed the S&P 500 by β1.5% annually on this CVX position. Timing score: 53% (20/38 decisions correct). Average cost basis: $79.22. Maximum drawdown during holding period: β39.9%.
β οΈ Trailed SPY by 1.5% ann. on this position.
40 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
20 of 38 add/trim decisions correct
Best entry: $56.82 (2020 Q3) Β· Worst: $160.09 (2025 Q1)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
25 adds Β· 14 trims. Bought during 10 of 18 down-price quarters. π More buys than sells across the holding period.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.54% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size