CVX β€” CHEVRON CORPORATION NEW

Ownership history in Stolper Co  Β·  24 quarters on record

AI Ownership Summary

Stolper Co reported CHEVRON CORPORATION NEW (CVX) in 24 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 3.51% in 2023 Q3. The latest visible filing shows CVX at 2.44% 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 Stolper Co's position in CHEVRON CORPORATION 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 2.44% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.51% in 2023 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 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.

How Stolper Co held CVX β€” position size vs. price
% of Fund (quarterly)    CVX price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 54,380 +1,245 +2.3% 2.44% $8.3M 2026-02-14 (Est.) $181.96
2025 Q3 ADDED 53,135 +521 +1.0% 2.50% $8.3M 2025-10-10 $145.83
2025 Q2 ADDED 52,614 +274 +0.5% 2.47% $7.5M 2025-07-10 $149.33
2025 Q1 ADDED 52,340 +45 +0.1% 2.87% $8.8M 2025-04-08 $131.03
2024 Q4 ADDED 52,295 +726 +1.4% 2.52% $7.6M 2025-01-14 $148.50
2024 Q3 ADDED 51,569 +157 +0.3% 2.48% $7.6M 2024-10-09 $140.20
2024 Q2 ADDED 51,412 +1,188 +2.4% 2.83% $8.0M 2024-08-08 $133.87
2024 Q1 ADDED 50,224 +2,226 +4.6% 2.86% $7.9M 2024-04-09 $148.59
2023 Q4 REDUCED 47,998 -36 -0.1% 2.88% $7.2M 2024-01-12 $133.63
2023 Q3 ADDED 48,034 +397 +0.8% 3.51% $8.1M 2023-10-10 $149.54
14 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Stolper Co and CVX

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

How long has Stolper Co reported owning CVX?

Stolper Co reported CVX across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported CVX position in Stolper Co's portfolio?

The largest reported portfolio weight for CVX was 3.51% in 2023 Q3.

What is the latest reported CVX position on this page?

The most recent filing on this page is 2025 Q4, when Stolper Co reported 54,380 shares, equal to 2.44% of portfolio, with an estimated market value of $8.3M.

What does the chart on this CVX ownership page compare?

The chart compares Stolper Co'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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