CVX — CHEVRON CORP NEW

Ownership history in SAPIENT CAPITAL LLC  ·  9 quarters on record

AI Ownership Summary

SAPIENT CAPITAL LLC reported CHEVRON CORP NEW (CVX) in 9 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.26% in 2023 Q4. The latest visible filing shows CVX at 0.64% 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.

What this CVX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SAPIENT CAPITAL LLC'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 0.64% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.26% 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 SAPIENT CAPITAL LLC fund profile SAPIENT CAPITAL LLC full holdings
How SAPIENT CAPITAL LLC 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 301,059 +8,359 +2.9% 0.64% $45.9M 2026-02-14 (Est.) $181.96
2025 Q3 REDUCED 292,700 -9,921 -3.3% 0.70% $45.7M 2025-10-17 $149.92
2025 Q2 REDUCED 302,621 -6,303 -2.0% 0.78% $43.3M 2025-07-09 $148.21
2025 Q1 REDUCED 308,924 -3,228 -1.0% 1.02% $51.7M 2025-04-15 $128.75
2024 Q4 ADDED 312,152 +11,998 +4.0% 0.86% $45.2M 2025-01-29 $147.35
2024 Q3 ADDED 300,154 +1,689 +0.6% 0.89% $44.2M 2024-10-11 $141.86
2024 Q2 ADDED 298,465 +2,469 +0.8% 0.97% $46.7M 2024-07-15 $146.43
2024 Q1 ADDED 295,996 +25,403 +9.4% 1.03% $46.7M 2024-04-22 $148.52
2023 Q4 INITIATED 270,593 — — 1.26% $40.4M 2024-01-29 $135.27

🏢 Other funds also holding CVX

As of 2025 Q4 — sorted by position size

ADAMS NATURAL RESOURCES FUND, INC. 3Y 7Y 14.42% 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% C2C Wealth Management, LLC 3Y 4.59%

FAQ About SAPIENT CAPITAL LLC and CVX

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

How long has SAPIENT CAPITAL LLC reported owning CVX?

SAPIENT CAPITAL LLC reported CVX across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported CVX position in SAPIENT CAPITAL LLC's portfolio?

The largest reported portfolio weight for CVX was 1.26% in 2023 Q4.

What is the latest reported CVX position on this page?

The most recent filing on this page is 2025 Q4, when SAPIENT CAPITAL LLC reported 301,059 shares, equal to 0.64% of portfolio, with an estimated market value of $45.9M.

What does the chart on this CVX ownership page compare?

The chart compares SAPIENT CAPITAL LLC'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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