Chevron (CVX): Douglas Lane & Associates, LLC added to its stake +28K shares

480K

Shares reported · +28K vs prior quarter

0.98%

Disclosed portfolio weight

$69.5M

Reported value

Holdings as of

Dec 31, 2024

Filed

Jan 8, 2025

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Nov 8, 2024CongressDisclosed sale of CVX — reported range $1,001 - $15,000
2. Nov 14, 2024InsiderCEO sold ~$26.4M of CVX shares in the open market

What came next

1. Jan 13, 2025CongressDisclosed sale of CVX — reported range $1,001 - $15,000
2. Feb 7, 2025InsiderOfficer sold ~$1.42M of CVX shares in the open market
3. Mar 3, 2025CongressDisclosed purchase of CVX — reported range $1,001 - $15,000
4. Apr 7, 2025CongressDisclosed purchase of CVX — reported range $15,001 - $50,000
5. Apr 8, 2025CongressDisclosed sale of CVX — reported range $1,001 - $15,000
6. May 5, 2025CongressDisclosed purchase of CVX — reported range $1,001 - $15,000

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for Chevron

For Chevron, OQRO holds 16 insider filings (SEC Form 4 or Form 144), 4 Congress trade reports and 3 fund holdings reports (13F) dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its CVX page.

How this filing works

• SEC Form 13F

Other disclosures at Chevron

• SEC Form 4Nov 13, 2026
• SEC Form 144Nov 12, 2026
• SEC Form 4Nov 12, 2026
• SEC Form 4Nov 12, 2026
• SEC Form 144Nov 10, 2026
• SEC Form 4Nov 4, 2026

Everything OQRO holds on this company is on its CVX page.