V. M. MANNING & CO., INC. CVX — CHEVRON CORP NEW

Ownership history in V. M. MANNING & CO., INC.  ·  4 quarters on record

AI Ownership Summary

V. M. MANNING & CO., INC. reported CHEVRON CORP NEW (CVX) in 4 quarterly 13F filings from 2025 Q2 through 2026 Q2. Peak portfolio weight reached 0.68% in 2025 Q2. The latest visible filing shows CVX at 0.54% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CVX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was V. M. MANNING & CO., INC.'s position in CHEVRON CORP NEW, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

CVX was reported at 0.54% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.68% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CVX stock page V. M. MANNING & CO., INC. fund profile V. M. MANNING & CO., INC. full holdings
How V. M. MANNING & CO., INC. held CVX — position size vs. price
% of Fund (quarterly)    CVX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 3,832 +219 +6.1% 0.54% $635K 2026-07-13 $182.20
2025 Q4 REDUCED 5.2% +37.1% ❌ 3,613 -200 -5.2% 0.56% $551K 2026-02-09 $179.19
2025 Q3 UNCHANGED — — — 3,813 — 0% 0.56% $612K 2025-10-16 $147.23
2025 Q2 INITIATED — — — 3,813 — — 0.68% $612K 2025-09-04 $153.04

🏢 Other funds also holding CVX

As of 2026 Q2 — sorted by position size

HATCH COVE CAPITAL, LLC 6.57% Drummond Knight Asset Management Pty Ltd 5.01% C2C Wealth Management, LLC 3Y 4.63% Oak Asset Management, LLC 3Y 7Y 4.16% SILVIA MCCOLL WEALTH MANAGEMENT, LLC 3.83% Keystone Financial Planning, Inc. 3Y 7Y 3.5% R.H. Dinel Investment Counsel, Inc. 3Y 7Y 3.21% Martin Capital Partners, LLC 3Y 7Y 3.02% SPRING CAPITAL MANAGEMENT, LLC 3Y 2.9% VIKING FUND MANAGEMENT LLC 3Y 7Y 2.87%

FAQ About V. M. MANNING & CO., INC. and CVX

These are the practical questions this page is built to answer before you even open the full history table.

How long has V. M. MANNING & CO., INC. reported owning CVX?

V. M. MANNING & CO., INC. reported CVX across 4 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported CVX position in V. M. MANNING & CO., INC.'s portfolio?

The largest reported portfolio weight for CVX was 0.68% in 2025 Q2.

What is the latest reported CVX position on this page?

The most recent filing on this page is 2026 Q2, when V. M. MANNING & CO., INC. reported 3,832 shares, equal to 0.54% of portfolio, with an estimated market value of $635K.

What does the chart on this CVX ownership page compare?

The chart compares V. M. MANNING & CO., INC.'s quarterly CVX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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