SEC 13F Intelligence

Surevest, LLC / CVX

Surevest, LLC’s Chevron Corporation Position

Does Surevest, LLC own Chevron Corporation (CVX)? Yes34.5K shares worth $5M (+1.35% of its 13F portfolio) as of Q3 2022, down from 35.1K shares the prior filed quarter.

Position Value
$5M
Q3 2022
Shares
34.5K
% of Portfolio
+1.35%
Quarters Held
16
currently held

Position History CVX

Reported value by quarter
Q4 ’18: $275,000Q4 ’18Q1 ’19: $752,000Q2 ’19: $1MQ2 ’19Q3 ’19: $1MQ4 ’19: $2MQ4 ’19Q1 ’20: $3MQ2 ’20: $3MQ2 ’20Q3 ’20: $3MQ4 ’20: $4MQ4 ’20Q1 ’21: $6MQ2 ’21: $6MQ2 ’21Q3 ’21: $6MQ4 ’21: $6MQ4 ’21Q1 ’22: $5MQ2 ’22: $5MQ2 ’22Q3 ’22: $5Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 202234.5K$5M+1.35%
Q2 202235.1K$5M+1.33%
Q1 202233.7K$5M+1.32%
Q4 202151.1K$6M+1.42%
Q3 202156.4K$6M+1.44%
Q2 202152.7K$6M+1.44%
Q1 202153.1K$6M+1.68%
Q4 202049.4K$4M+1.39%
Q3 202046.0K$3M+1.30%
Q2 202039.0K$3M+1.54%
Q1 202035.0K$3M+1.38%
Q4 201917.7K$2M+0.91%
Q3 201911.6K$1M+0.68%
Q2 201910.3K$1M+0.67%
Q1 20196.1K$752,000+0.46%
Q4 20182.5K$275,000+0.22%

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