Ownership history in WEALTH EFFECTS LLC · 17 quarters on record
This page tracks every 13F SEC filing in which WEALTH EFFECTS 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 15,329 | -147 | -0.9% | 0.73% | $2.3M | $150.93 |
| 2025 Q3 | ADDED | 15,476 | +159 | +1.0% | 0.77% | $2.4M | $152.09 |
| 2025 Q2 | ADDED | 15,317 | +57 | +0.4% | 0.82% | $2.2M | $138.69 |
| 2025 Q1 | REDUCED | 15,260 | -55 | -0.4% | 1.07% | $2.6M | $160.09 |
| 2024 Q4 | ADDED | 15,315 | +19 | +0.1% | 0.79% | $2.2M | $137.08 |
| 2024 Q3 | REDUCED | 15,296 | -244 | -1.6% | 0.79% | $2.3M | $137.97 |
| 2024 Q2 | ADDED | 15,540 | +30 | +0.2% | 0.88% | $2.4M | $144.92 |
| 2024 Q1 | REDUCED | 15,510 | -1,485 | -8.7% | 0.90% | $2.4M | $144.69 |
| 2023 Q4 | ADDED | 16,995 | +5,026 | +42.0% | 0.95% | $2.5M | $135.34 |
| 2023 Q3 | REDUCED | 11,969 | -33 | -0.3% | 1.00% | $2.0M | $151.41 |
As of 2025 Q4 — sorted by position size