Ownership history in Stack Financial Management, Inc · 52 quarters on record
This page tracks every 13F SEC filing in which Stack Financial Management, Inc reported a position in Chevron Corp. COM (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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 269,383 | -1,713 | -0.6% | 3.13% | $41.1M | $150.93 |
| 2025 Q3 | REDUCED | 271,096 | -3,891 | -1.4% | 3.49% | $42.1M | $152.09 |
| 2025 Q2 | REDUCED | 274,987 | -3,350 | -1.2% | 3.48% | $39.4M | $138.69 |
| 2025 Q1 | REDUCED | 278,337 | -4,266 | -1.5% | 3.88% | $46.6M | $160.09 |
As of 2025 Q4 — sorted by position size