Private Capital’s CVX Holdings & Trades

First Buy
Q2 2023
Duration Held
10 Quarters
Largest Add
Q2 2023
+16,435 shares
Current Position
15,932 shares
$2.47 M value

Private Capital's CVX Position Overview

Private Capital (via Private Capital Management, LLC) currently holds 15.9K shares of Chevron Corporation (CVX) worth $2.47 M, representing 0.22% of the portfolio. First purchased in 2023-Q2, this medium-term investment has been held for 10 quarters.

Based on 13F filings, Private Capital has maintained a strategic position in CVX, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2023, adding 1.6K shares. Largest reduction occurred in Q1 2025, reducing 2.4K shares.

Analysis based on 13F filings available since 2013 Q2

Private Capital's Chevron Corporation (CVX) Holding Value Over Time

Track share changes against reported price movement

Quarterly Chevron Corporation (CVX) Trades by Private Capital

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q2 2023 +16,435 New Buy 16,435 $157.35
Q3 2023 -18 Reduce 0.11% 16,417 $168.62
Q4 2023 +1,582 Add 9.64% 17,999 $149.16
Q1 2024 +320 Add 1.78% 18,319 $157.74
Q2 2024 -356 Reduce 1.94% 17,963 $156.42
Q3 2024 +625 Add 3.48% 18,588 $147.27
Q4 2024 -269 Reduce 1.45% 18,319 $144.84
Q1 2025 -2,424 Reduce 13.23% 15,895 $167.29
Q2 2025 -10 Reduce 0.06% 15,885 $143.19
Q3 2025 +47 Add 0.30% 15,932 $155.29

Private Capital's Chevron Corporation Investment FAQs

Private Capital first purchased Chevron Corporation (CVX) in Q2 2023, acquiring 16,435 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Private Capital has held Chevron Corporation (CVX) for 10 quarters since Q2 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Private Capital's largest addition to Chevron Corporation (CVX) was in Q2 2023, adding 16,435 shares worth $2.59 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, Private Capital's firm, Private Capital Management, LLC, owns 15,932 shares of Chevron Corporation (CVX), valued at approximately $2.47 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

As of the Q3 2025 filing, Chevron Corporation (CVX) represents approximately 0.22% of Private Capital's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Private Capital's peak holding in Chevron Corporation (CVX) was 18,588 shares, as reported at the end of Q3 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.