Ownership history in TOWNSQUARE CAPITAL LLC Β· 27 quarters on record
This page tracks every 13F SEC filing in which TOWNSQUARE CAPITAL 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 β sourced directly from SEC EDGAR 13F filings.
π TOWNSQUARE CAPITAL LLC underperformed the S&P 500 by β3.4% annually on this CVX position. Timing score: 52% (13/25 decisions correct). Average cost basis: $99.27. Maximum drawdown during holding period: β39.9%.
β οΈ Trailed SPY by 3.4% ann. on this position.
26 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
13 of 25 add/trim decisions correct
Best entry: $55.55 (2020 Q1) Β· Worst: $160.09 (2025 Q1)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
18 adds Β· 8 trims. Bought during 6 of 11 down-price quarters. π More buys than sells across the holding period.
π TOWNSQUARE CAPITAL LLC has been actively increasing its CVX allocation β a bullish signal from insiders.
Currently 1.47% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size