SEC 13F Intelligence

Marathon Capital Management / CVX

Marathon Capital Management’s Chevron Corporation Position

Does Marathon Capital Management own Chevron Corporation (CVX)? Yes — 49.3K shares worth $10M (+2.29% of its 13F portfolio) as of Q1 2026, down from 58.8K shares the prior filed quarter.

Position Value
$10M
Q1 2026
Shares
49.3K
% of Portfolio
+2.29%
Quarters Held
26
currently held

Position History CVX

Reported value by quarter
Q4 ’19: $2MQ4 ’19Q1 ’20: $1MQ2 ’20: $1MQ3 ’20: $1MQ4 ’20: $2MQ4 ’20Q1 ’21: $2MQ2 ’21: $2MQ3 ’21: $3MQ4 ’21: $3MQ4 ’21Q1 ’22: $4MQ2 ’22: $3MQ3 ’22: $3MQ4 ’22: $3MQ4 ’22Q1 ’23: $3MQ2 ’23: $7MQ3 ’23: $8MQ4 ’23: $7MQ4 ’23Q1 ’24: $10MQ2 ’24: $10MQ3 ’24: $9MQ4 ’24: $9MQ4 ’24Q1 ’25: $10MQ2 ’25: $9MQ3 ’25: $9MQ4 ’25: $9MQ4 ’25Q1 ’26: $10Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202649.3K$10M+2.29%
Q4 202558.8K$9M+1.93%
Q3 202560.0K$9M+2.13%
Q2 202560.7K$9M+2.21%
Q1 202562.0K$10M+2.76%
Q4 202463.9K$9M+2.31%
Q3 202463.9K$9M+2.28%
Q2 202463.5K$10M+2.53%
Q1 202463.0K$10M+2.37%
Q4 202345.5K$7M+1.71%
Q3 202345.9K$8M+1.95%
Q2 202345.6K$7M+1.77%
Q1 202318.4K$3M+0.74%
Q4 202218.7K$3M+0.92%
Q3 202220.3K$3M+0.83%
Q2 202223.0K$3M+1.07%
Q1 202223.4K$4M+1.09%
Q4 202123.9K$3M+0.66%
Q3 202126.0K$3M+0.60%
Q2 202123.2K$2M+0.56%
Q1 202123.0K$2M+0.64%
Q4 202024.2K$2M+0.60%
Q3 202020.6K$1M+0.54%
Q2 202015.5K$1M+0.53%
Q1 202015.7K$1M+0.52%
Q4 201915.7K$2M+0.64%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Marathon Capital Management’s full portfolio or all institutional holders of CVX.