CVX CHEVRON CORP NEW

Ownership history in Slagle Financial, LLC  ·  11 quarters on record

This page tracks every 13F SEC filing in which Slagle Financial, LLC reported a position in CHEVRON CORP NEW (CVX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.74% (2023 Q3)
Avg. % of fund
1.71%
First filed
2023 Q2
Last filed
2025 Q4
Quarters held
11
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 31,799 +169 +0.5% 1.69% $4.8M $150.93
2025 Q3 ADDED 31,630 +947 +3.1% 1.80% $4.9M $152.09
2025 Q2 ADDED 30,683 +13,584 +79.4% 1.77% $4.4M $138.69
2025 Q1 REDUCED 17,099 -637 -3.6% 1.27% $2.9M $160.09
2024 Q4 ADDED 17,736 +470 +2.7% 1.16% $2.6M $137.08
2024 Q3 ADDED 17,266 +1,268 +7.9% 1.13% $2.5M $137.97
2024 Q2 ADDED 15,998 +1,295 +8.8% 1.28% $2.5M $144.93
2024 Q1 REDUCED 14,703 -38,273 -72.2% 1.26% $2.3M $144.69
2023 Q4 ADDED 52,976 +26,515 +100.2% 2.26% $4.0M $135.34
2023 Q3 ADDED 26,461 +1,240 +4.9% 2.74% $4.5M $151.41
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% of Fund (quarterly)    CVX price (monthly, adj. close)
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