CVX β€” Chevron Corp

Ownership history in THOMAS STORY & SON LLC  Β·  11 quarters on record

AI Ownership Summary

THOMAS STORY & SON LLC reported Chevron Corp (CVX) in 11 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 3.32% in 2025 Q1. The latest visible filing shows CVX at 2.98% 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 THOMAS STORY & SON LLC's position in Chevron Corp, 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 2.98% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.32% in 2025 Q1

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.

How THOMAS STORY & SON LLC held CVX β€” position size vs. price
% of Fund (quarterly)    CVX price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 52,616 +45 +0.1% 2.98% $8.0M 2026-02-14 (Est.) $181.96
2025 Q3 REDUCED 52,571 -110 -0.2% 3.00% $8.2M 2025-10-14 $149.25
2025 Q2 ADDED 52,681 +1,740 +3.4% 2.90% $7.5M 2025-08-11 $148.63
2025 Q1 ADDED 50,941 +1,141 +2.3% 3.32% $8.5M 2025-05-13 $136.22
2024 Q4 ADDED 49,800 +15,080 +43.4% 3.02% $7.2M 2025-01-29 $147.35
2024 Q3 ADDED 34,720 +75 +0.2% 2.09% $5.1M 2024-11-01 $143.41
2024 Q2 ADDED 34,645 +155 +0.4% 2.34% $5.4M 2024-08-02 $137.63
2024 Q1 ADDED 34,490 +26,910 +355.0% 2.30% $5.4M 2024-04-30 $147.92
2023 Q4 REDUCED 7,580 -26,215 -77.6% 0.53% $1.1M 2024-03-01 $140.16
2 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About THOMAS STORY & SON 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 THOMAS STORY & SON LLC reported owning CVX?

THOMAS STORY & SON LLC reported CVX across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported CVX position in THOMAS STORY & SON LLC's portfolio?

The largest reported portfolio weight for CVX was 3.32% in 2025 Q1.

What is the latest reported CVX position on this page?

The most recent filing on this page is 2025 Q4, when THOMAS STORY & SON LLC reported 52,616 shares, equal to 2.98% of portfolio, with an estimated market value of $8.0M.

What does the chart on this CVX ownership page compare?

The chart compares THOMAS STORY & SON 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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