Ownership history in Windle Wealth, LLC · 13 quarters on record
This page tracks every 13F SEC filing in which Windle Wealth, 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 | ADDED | 54,358 | +2,205 | +4.2% | 3.71% | $8.3M | $150.93 |
| 2025 Q3 | ADDED | 52,153 | +1,511 | +3.0% | 3.62% | $8.1M | $152.09 |
| 2025 Q2 | ADDED | 50,642 | +4,452 | +9.6% | 3.55% | $7.3M | $138.69 |
| 2025 Q1 | ADDED | 46,190 | +1,438 | +3.2% | 3.98% | $7.7M | $160.09 |
| 2024 Q4 | ADDED | 44,752 | +824 | +1.9% | 3.58% | $6.5M | $137.08 |
| 2024 Q3 | ADDED | 43,928 | +4,851 | +12.4% | 3.52% | $6.5M | $137.97 |
| 2024 Q2 | REDUCED | 39,077 | -966 | -2.4% | 3.73% | $6.1M | $144.93 |
| 2024 Q1 | ADDED | 40,043 | +2,374 | +6.3% | 4.02% | $6.3M | $144.69 |
| 2023 Q4 | REDUCED | 37,669 | -508 | -1.3% | 3.94% | $5.6M | $135.34 |
| 2023 Q3 | REDUCED | 38,177 | -331 | -0.9% | 4.80% | $6.4M | $151.41 |
As of 2025 Q4 — sorted by position size