SEC 13F Intelligence

Ota Financial Group L.P. / CVX

Ota Financial Group L.P.’s Chevron Corporation Position

Does Ota Financial Group L.P. own Chevron Corporation (CVX)? Not currently — the last reported position was 27.7K shares worth $2M in Q3 2020; the fund’s latest 13F (Q2 2023) no longer reports it.

Position Value
$2M
Q3 2020
Shares
27.7K
% of Portfolio
+1.85%
Quarters Held
1
position exited

Position History CVX

Reported value by quarter
Q3 ’20: $2MQ3 ’20filingsflow.com
QuarterSharesValue% of Portfolio
Q3 202027.7K$2M+1.85%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Ota Financial Group L.P.’s full portfolio or all institutional holders of CVX.