CVX — CHEVRON CORP NEW

Ownership history in Wallace Advisory Group, LLC  ·  13 quarters on record

This page tracks every 13F SEC filing in which Wallace Advisory Group, 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 — sourced directly from SEC EDGAR 13F filings.

Peak position
6.74% (2025 Q4)
Avg. % of fund
5.24%
First filed
2022 Q4
Last filed
2025 Q4
Quarters held
13
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 42,167 -2,123 -4.8% 6.74% $6.4M $150.93
2025 Q3 REDUCED 44,290 -684 -1.5% 5.10% $6.3M $152.09
2025 Q2 ADDED 44,974 +481 +1.1% 5.46% $7.5M $138.69
2025 Q1 REDUCED 44,493 -56 -0.1% 4.46% $6.4M $160.09
9 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% 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% Long Focus Capital Management, LLC 3Y 4.47%
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