CVX — Chevron Corp

Ownership history in SlateStone Wealth, LLC  ·  28 quarters on record

This page tracks every 13F SEC filing in which SlateStone Wealth, LLC 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 — sourced directly from SEC EDGAR 13F filings.

Peak position
1.69% (2025 Q1)
Avg. % of fund
0.99%
First filed
2018 Q4
Last filed
2025 Q4
Quarters held
28
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 101,783 -584 -0.6% 1.30% $15.5M $150.93
2025 Q3 ADDED 102,367 +875 +0.9% 1.38% $15.9M $152.09
2025 Q2 ADDED 101,492 +1,068 +1.1% 1.36% $14.5M $138.69
2025 Q1 ADDED 100,424 +655 +0.7% 1.69% $16.8M $160.09
24 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    CVX price (monthly, adj. close)

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%
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