Signal dossier · Q4 2025

CVX

Chevron · Energy

HoldLens verdict · single −100..+100 scale

SELL

−2

on a signed −100 sell scale · WEAK SELL

2 tracked managers selling. MODERATE sell signal.

Unified ConvictionScore · −100..+100

Smart money + insider + track record + trend + concentration + contrarian − dissent − crowding

−2

Buy component

Dissent penalty

−7

Unanimity bonus

Quality differential

Info density

Buyers / Sellers

1 / 2

ConvictionScore v5 · 9-layer breakdown

13F superinvestor moves + Form 4 insider trades + 8-K material events. The SEC Signals trilogy.

−2

Smart money (13F)

Insider activity (Form 4)

Track record (CAGR)

-3

Trend streak

Concentration

Contrarian bonus

Event signal (8-K)

− Dissent penalty

−7

− Crowding penalty

−0

Owners: 1·Buyers: 8·Sellers: 7·Buyer-CAGR-weighted expected return: +10.8% ±1.1%·How this is computed

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8-quarter activity

Distinct managers buying or selling CVX each quarter — last 2 years.

0 buy moves·1 sell moves·net selling

'24 Q1

'24 Q2

'24 Q3

'24 Q4

'25 Q1

'25 Q2

'25 Q3

'25 Q4

Buyers (new + add)Sellers (trim + exit)

Ownership breadth · 8 quarters

Breadth flat

+0 owners over 8Q

Q1 '24

Q2 '24

Q3 '24

Q4 '24

Q1 '25

Q2 '25

Q3 '25

Q4 '25

The number of superinvestors holding this name has been stable for 8 quarters. See the most-owned names across all tracked managers →

Smart money activity

Every tracked 13F move on CVX — grouped by quarter, ranked by manager quality.

Smart money activity

8 buys · 7 sells across tracked 13F filings

Net signal: BUY

Q4 2025(3 moves)

Portfolio manager	Activity	Share change	% portfolio
Warren BuffettTier 1 Berkshire Hathaway	Add 7.00%	+8.09M	7.20%
Joel GreenblattElite Gotham Asset Management	Reduce 18.00%	-279K	0.10%
Bill Nygren Oakmark Funds	Reduce 18.00%	-303	0.00%

Q3 2025(2 moves)

Portfolio manager	Activity	Share change	% portfolio
Joel GreenblattElite Gotham Asset Management	Add 128%	+864K	0.20%
Bill Nygren Oakmark Funds	Reduce 34.00%	-844	0.00%

Q2 2025(3 moves)

Portfolio manager	Activity	Share change	% portfolio
Joel GreenblattElite Gotham Asset Management	Add 25.00%	+134K	0.10%
Bill Nygren Oakmark Funds	Add 35.00%	+642	0.00%
Warren BuffettTier 1 Berkshire Hathaway Partial Chevron reduction.	Reduce 6.00%	-7.00M	6.90%

Q1 2025(2 moves)

Portfolio manager	Activity	Share change	% portfolio
Joel GreenblattElite Gotham Asset Management	Add 21.00%	+94K	0.10%
Bill Nygren Oakmark Funds	Reduce 15.00%	-333	0.00%

Q4 2024(2 moves)

Portfolio manager	Activity	Share change	% portfolio
Bill Nygren Oakmark Funds	Add 13.00%	+250	0.00%
Joel GreenblattElite Gotham Asset Management	Reduce 27.00%	-164K	0.10%

Q3 2024(1 move)

Portfolio manager	Activity	Share change	% portfolio
Joel GreenblattElite Gotham Asset Management	Reduce 29.00%	-249K	0.10%

Q2 2024(2 moves)

Portfolio manager	Activity	Share change	% portfolio
Joel GreenblattElite Gotham Asset Management	Add 41.00%	+251K	0.20%
Bill Nygren Oakmark Funds	Add 6.00%	+104	0.00%

Insider activity

What the company's own executives and directors are doing — buys are highly bullish.

Latest news

Recent headlines for CVX — context for the moves above.

Who’s betting biggest on CVX

Energy sector →

Each bar is one manager’s position size in CVX as a % of their portfolio. Longer bar = bigger conviction bet. T1 badge marks the highest-quality track records.

Warren BuffettT1

6.4%

“Energy exposure; buffer against inflation.”

AI thesis

An AI-synthesised investment thesis for CVX, based on the 13F data above. Generated on demand — not stored or pre-computed.

AI thesis

Claude Haiku synthesis of SELL positioning from 1 institutional filers

Generate a 2-paragraph investment thesis synthesising 1 institutional holdings and the -2 conviction score.

Related smart-money signals

Derived from the same 13F filings

Same sector · Energy

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All Energy names →

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The HoldLens signal dossier shows the unified −100..+100 ConvictionScore alongside live prices, multi-quarter trend detection, insider activity, and real-time news. Not investment advice. Methodology.