| Quarter | Score |
|---|---|
| 2022-Q1 | 49.7 |
| 2022-Q3 | 69.2 |
| 2022-Q4 | 50.0 |
| 2023-Q1 | 49.1 |
| 2023-Q2 | 63.5 |
| 2023-Q3 | 48.5 |
| 2023-Q4 | 36.8 |
| 2024-Q1 | 63.7 |
| 2024-Q2 | 51.7 |
| 2024-Q3 | 99.1 |
| 2024-Q4 | 86.5 |
| 2025-Q1 | 86.5 |
| 2025-Q2 | 86.3 |
| 2025-Q3 | 86.4 |
| 2025-Q4 | 86.4 |
| 2026-Q1 | 86.4 |
| 2026-Q2 | 85.6 |
Strong consensus, but price is extended — wait for pullback to funds' basis
Trading +48.2% above funds' purchase price — elevated pullback risk
2 of 18 tracked funds hold CVX. Avg conviction: 2.4%. Net adding. First tracked at $151.84 (current +48.2% vs tracked).
Berkshire Hathaway has 4.7% in this stock
Benchmark comparison unavailable
Prices are approximate, based on 13F reported values (position value / shares), not actual cost basis. Data covers 17 tracked value-oriented funds. Holdings are reported quarterly with a ~45-day lag. Stock splits may affect share count comparisons. Returns are not annualized.
| Fund | % of Portfolio | Action |
|---|---|---|
| Berkshire Hathaway | 4.7% | Hold |
| Citadel Advisors | 0.1% | Add |