CVX — CHEVRON CORP

Ownership history in RESOURCES MANAGEMENT CORP /CT/ /ADV  ·  28 quarters on record

AI Ownership Summary

RESOURCES MANAGEMENT CORP /CT/ /ADV reported CHEVRON CORP (CVX) in 28 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.3% in 2023 Q4. The latest visible filing shows CVX at 1.09% 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 RESOURCES MANAGEMENT CORP /CT/ /ADV's position in CHEVRON CORP, 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 1.09% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.3% in 2023 Q4

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 RESOURCES MANAGEMENT CORP /CT/ /ADV fund profile RESOURCES MANAGEMENT CORP /CT/ /ADV full holdings
How RESOURCES MANAGEMENT CORP /CT/ /ADV held CVX — position size vs. price
% of Fund (quarterly)    CVX price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 55,185 +32,612 +144.5% 1.09% $8.4M 2026-02-14 (Est.) $181.96
2025 Q3 REDUCED 22,573 -31,700 -58.4% 0.36% $2.8M 2025-11-14 $154.37
2025 Q2 REDUCED 54,273 -230 -0.4% 1.06% $7.8M 2025-08-15 $151.63
2025 Q1 REDUCED 54,503 -191 -0.3% 1.28% $9.1M 2025-05-16 $135.98
2024 Q4 REDUCED 54,694 -276 -0.5% 1.08% $7.9M 2025-02-14 $148.65
2024 Q3 REDUCED 54,970 -215 -0.4% 1.09% $8.1M 2024-11-15 $151.23
2024 Q2 REDUCED 55,185 -118 -0.2% 1.26% $8.6M 2024-08-14 $134.04
2024 Q1 ADDED 55,303 +55,154 +37016.1% 1.27% $8.7M 2024-05-15 $149.56
2023 Q4 REDUCED 149 -58,027 -99.7% 1.30% $8.8M 2024-02-14 $137.02
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CVX

As of 2025 Q4 — sorted by position size

ADAMS NATURAL RESOURCES FUND, INC. 3Y 7Y 14.42% ACT CAPITAL MANAGEMENT, LLC 9.67% Solus Alternative Asset Management LP 3Y 7Y 8.77% COLRAIN CAPITAL LLC 3Y 7Y 8.14% BERKSHIRE HATHAWAY INC 3Y 7Y 7.24% Wallace Advisory Group, LLC 3Y 6.74% ACR Alpine Capital Research, LLC 3Y 7Y 6.44% LGT Financial Advisors LLC 3Y 5.74% Buckley Wealth Management, LLC 3Y 7Y 4.86% FOUNDATION RESOURCE MANAGEMENT INC 3Y 7Y 4.76%

FAQ About RESOURCES MANAGEMENT CORP /CT/ /ADV and CVX

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

How long has RESOURCES MANAGEMENT CORP /CT/ /ADV reported owning CVX?

RESOURCES MANAGEMENT CORP /CT/ /ADV reported CVX across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported CVX position in RESOURCES MANAGEMENT CORP /CT/ /ADV's portfolio?

The largest reported portfolio weight for CVX was 1.30% in 2023 Q4.

What is the latest reported CVX position on this page?

The most recent filing on this page is 2025 Q4, when RESOURCES MANAGEMENT CORP /CT/ /ADV reported 55,185 shares, equal to 1.09% of portfolio, with an estimated market value of $8.4M.

What does the chart on this CVX ownership page compare?

The chart compares RESOURCES MANAGEMENT CORP /CT/ /ADV'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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