CVX CHEVRON CORPORATION

Ownership history in ROWLANDMILLER & PARTNERS.ADV  ·  46 quarters on record

AI Ownership Summary

ROWLANDMILLER & PARTNERS.ADV reported CHEVRON CORPORATION (CVX) in 46 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.13% in 2026 Q1. The latest visible filing shows CVX at 2.13% 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 ROWLANDMILLER & PARTNERS.ADV's position in CHEVRON CORPORATION, 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
2026 Q1

CVX was reported at 2.13% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.13% in 2026 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 2026 Q1

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 ROWLANDMILLER & PARTNERS.ADV held CVX — position size vs. price
% of Fund (quarterly)    CVX price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 50,709 -2,127 -4.0% 2.13% $10K 2026-05-15 (Est.) $188.55
2025 Q4 ADDED 52,836 +332 +0.6% 1.55% $8.1M 2026-02-12 $180.63
2025 Q3 ADDED 52,504 +2,654 +5.3% 1.60% $8.2M 2025-10-01 $151.39
2025 Q2 ADDED 49,850 +1,944 +4.1% 1.47% $7.1M 2025-07-01 $141.00
2025 Q1 REDUCED 47,906 -428 -0.9% 1.69% $8.0M 2025-04-15 $128.75
2024 Q4 ADDED 48,334 +2,111 +4.6% 1.46% $7.0M 2025-02-04 $145.01
2024 Q3 REDUCED 46,223 -481 -1.0% 1.38% $6.8M 2024-10-23 $140.98
2024 Q2 ADDED 46,704 +175 +0.4% 1.59% $7.3M 2024-07-29 $145.09
2024 Q1 ADDED 46,529 +330 +0.7% 1.55% $7.3M 2024-04-08 $147.92
2023 Q4 REDUCED 46,199 -287 -0.6% 1.58% $6.9M 2024-01-03 $138.22
36 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About ROWLANDMILLER & PARTNERS.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 ROWLANDMILLER & PARTNERS.ADV reported owning CVX?

ROWLANDMILLER & PARTNERS.ADV reported CVX across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

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

The largest reported portfolio weight for CVX was 2.13% in 2026 Q1.

What is the latest reported CVX position on this page?

The most recent filing on this page is 2026 Q1, when ROWLANDMILLER & PARTNERS.ADV reported 50,709 shares, equal to 2.13% of portfolio, with an estimated market value of $10K.

What does the chart on this CVX ownership page compare?

The chart compares ROWLANDMILLER & PARTNERS.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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