SEC 13F Intelligence

Alpha Cubed Investments, LLC / CHV

Alpha Cubed Investments, LLC’s Chevron Corporation Position

Does Alpha Cubed Investments, LLC own Chevron Corporation (CHV)? Yes179.4K shares worth $27M (+0.94% of its 13F portfolio) as of Q4 2025, up from 158.3K shares the prior filed quarter.

Position Value
$27M
Q4 2025
Shares
179.4K
% of Portfolio
+0.94%
Quarters Held
29
currently held

Position History CHV

Reported value by quarter
Q4 ’18: $1MQ4 ’18Q1 ’19: $1MQ2 ’19: $1MQ3 ’19: $1MQ4 ’19: $8MQ4 ’19Q1 ’20: $835,000Q2 ’20: $747,000Q3 ’20: $520,000Q4 ’20: $586,000Q4 ’20Q1 ’21: $684,000Q2 ’21: $715,000Q3 ’21: $708,000Q4 ’21: $939,000Q4 ’21Q1 ’22: $3MQ2 ’22: $3MQ3 ’22: $4MQ4 ’22: $7MQ4 ’22Q1 ’23: $1MQ2 ’23: $1MQ3 ’23: $3MQ4 ’23: $10MQ4 ’23Q1 ’24: $18MQ2 ’24: $19MQ3 ’24: $18MQ4 ’24: $11MQ4 ’24Q1 ’25: $14MQ2 ’25: $22MQ3 ’25: $25MQ4 ’25: $27MQ4 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2025179.4K$27M+0.94%
Q3 2025158.3K$25M+0.86%
Q2 2025150.8K$22M+0.82%
Q1 202586.4K$14M+0.64%
Q4 202477.9K$11M+0.52%
Q3 2024123.7K$18M+0.81%
Q2 2024121.9K$19M+0.91%
Q1 2024112.1K$18M+0.92%
Q4 202365.9K$10M+0.55%
Q3 202318.7K$3M+0.21%
Q2 20237.1K$1M+0.08%
Q1 20236.7K$1M+0.08%
Q4 202239.0K$7M+0.53%
Q3 202230.9K$4M+0.35%
Q2 202221.4K$3M+0.22%
Q1 202216.3K$3M+0.17%
Q4 20218.0K$939,000+0.06%
Q3 20217.0K$708,000+0.05%
Q2 20216.8K$715,000+0.05%
Q1 20216.5K$684,000+0.05%
Q4 20206.9K$586,000+0.05%
Q3 20207.2K$520,000+0.05%
Q2 20208.4K$747,000+0.08%
Q1 202011.5K$835,000+0.10%
Q4 201965.0K$8M+0.81%
Q3 201911.1K$1M+0.15%
Q2 201911.1K$1M+0.16%
Q1 20199.7K$1M+0.15%
Q4 201813.7K$1M+0.22%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Alpha Cubed Investments, LLC’s full portfolio or all institutional holders of CHV.