CVX β€” Chevron Corp.

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.

πŸ” Peak position
2.93% (2022 Q4)
πŸ“Š Avg. % of fund
2.0%
πŸ“… First filed
2015 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
41

Position Intelligence

PHYSICIANS FINANCIAL SERVICES, INC. Γ— CVX AI Analytics

πŸ“‰ PHYSICIANS FINANCIAL SERVICES, INC. underperformed the S&P 500 by –1.5% annually on this CVX position. Timing score: 53% (20/38 decisions correct). Average cost basis: $79.22. Maximum drawdown during holding period: –39.9%.

πŸ“ˆ Position Alpha vs SPY
-1.5%
annualised excess return

⚠️ Trailed SPY by 1.5% ann. on this position.
40 quarters analyzed

⏱️ Timing Score
53%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
20 of 38 add/trim decisions correct

πŸ’° Entry Quality
$79.22
+90.5% vs current ($150.93)

Best entry: $56.82 (2020 Q3)  Β·  Worst: $160.09 (2025 Q1)

πŸ›‘οΈ Drawdown Resilience
–39.9%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
64%
buy-side decisions

25 adds Β· 14 trims. Bought during 10 of 18 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
↓ Shrinking
last 4–5 quarters trend

πŸ“‰ Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.54% of portfolio

⚠ 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.

% of Fund (quarterly)    CVX price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 37,783 -1,555 -4.0% 1.54% $5.8M $150.93
2025 Q3 REDUCED 39,338 -125 -0.3% 1.67% $6.1M $152.09
2025 Q2 REDUCED 39,463 -252 -0.6% 1.68% $5.7M $138.69
2025 Q1 ADDED 39,715 +1,822 +4.8% 2.11% $6.6M $160.09
2024 Q4 REDUCED 37,893 -373 -1.0% 1.67% $5.5M $137.08
2024 Q3 ADDED 38,266 +165 +0.4% 1.75% $5.6M $137.97
2024 Q2 ADDED 38,101 +1,735 +4.8% 1.94% $6.0M $144.93
2024 Q1 ADDED 36,366 +1,375 +3.9% 2.02% $5.7M $144.69
2023 Q4 REDUCED 34,991 -1,638 -4.5% 1.98% $5.2M $135.34
2023 Q3 ADDED 36,629 +300 +0.8% 2.53% $6.2M $151.41
31 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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