Trade of the BUY CVX · Shelley M Capito
Chevron Corp
Deliberate position with a committee link
| Inside their committee's jurisdiction |
|
32/32 |
| Isolated decision, not a bulk rebalance |
|
19/22 |
|
Small, thinly-followed company
Nobody needs inside information to buy a mega-cap.
|
|
0/10 |
| Committee chair or ranking member |
|
8/8 |
|
A name they had never held before
A first purchase is a decision; the ninth purchase of the same holding is a standing order.
|
|
8/8 |
| Member's own account |
|
0/8 |
|
Unusually large for this member
Against their own median trade, not an absolute threshold - and capped, because trades beyond 3x did worse, not better.
|
|
0/6 |
| Position size |
|
0/3 |
| Leveraged instrument (option) |
|
0/3 |
A high grade is not an allegation. Every input is public, and buying into an industry you work on daily is ordinary expertise. What the trade actually returned is deliberately excluded from this score and shown separately below.
It is also not a forecast. Measured across every settled trade, A-graded ones did not beat E-graded ones to any significant degree — the method page prints the table. This score says a trade looks like a decision rather than administration, and nothing more.
The filing it came from
1st member to buy this in 60 days Also bought by Thomas H Tuberville in the 60 days before this filing became public.
filed in 42 days Towards the 45-day statutory limit.
How this position ended
| Sold | Held | Return | vs S&P | |
|---|---|---|---|---|
| 17 Oct 2025 | 686 d | +14.1% | -34.4% | part of the holding |
Closed by the member. What the member did afterwards, for context. The strategy does not act on it: exiting when members disclose selling cost 6.50 points against holding the full twelve months.
This one is in the strategy. It is an in-remit purchase, so it enters the book on the first market open after the filing appeared and is held for 365 days regardless of what the member does next.
This filing disclosed 14 transactions in total, of which 4 share this trade date (01 Dec 2023).
Filed 12 Jan 2024 · source PDF
Price
52-week range $144.01 – $209.23. The marker is the entry: the first market open after this filing became public.
Chevron Corporation
Chevron Corporation, through its subsidiaries, engages in the integrated energy and chemicals operations in the United States and internationally. It operates through Upstream, Downstream, and All Other segments. The Upstream segment engages in the exploration for, development, production, and transportation of crude oil and natural gas; processing, liquefaction, transportation, and regasification of liquefied natura…
| Sector | Energy |
| Industry | Oil & Gas Integrated |
| Analyst range | $175 – $236 |
| Employees | 43,039 |
| Instrument | ST |
| Jurisdiction tags | energy |
Inside this member's remit. Their committees cover defenseenergyhealthcareindustrialsmaterialstechnologytelecomtransportutilities
Expressing this with options
An illustration, not a recommendation: the nearest listed expiry to a twelve-month horizon, struck near the money. Chains are live — Yahoo publishes no historical chains, so this is priced today, not when the filing was made, and the move it describes may already have happened.
Loading chain…
Outcome
| Held | This trade | S&P 500 | Alpha |
|---|---|---|---|
| 1m | +6.6% | +5.6% | +0.9% |
| 3m | +7.8% | +6.3% | +1.6% |
| 6m | +10.0% | +19.6% | -9.6% |
| 12m 1yr | +12.7% | +26.3% | -13.6% |
| 18m | +10.3% | +34.6% | -24.3% |
| 24m | +23.8% | +49.3% | -25.5% |
| now 30.8 mo | +49.3% | +67.1% | -17.9% |
| 36m | — | — | — |
| 48m | — | — | — |
| 60m 5yr | — | — | — |
Measured from the first open after disclosure — the earliest anyone reading this could have acted. The highlighted now row sits at its true place in the sequence, so where it falls tells you how long the position has run. The last 3 rows are blank because those windows have not closed yet: this trade was entered 16 Jan 2024, so anything longer than that is still running.
Other congressional trades in CVX
| Grade | Date | Member | Side | Amount |
|---|---|---|---|---|
| D | 15 Jun 2026 | David J. Taylor | purchase | $1,001 - $15,000 |
| E | 27 Mar 2026 | Alan Armstrong | sale | $1,001 - $15,000 |
| E | 12 Mar 2026 | David J. Taylor | sale | $1,001 - $15,000 |
| E | 11 Mar 2026 | David J. Taylor | sale | $1,001 - $15,000 |
| E | 26 Feb 2026 | David J. Taylor | sale | $1,001 - $15,000 |
| E | 10 Feb 2026 | Gilbert Cisneros | purchase | $15,001 - $50,000 |
| E | 09 Jan 2026 | Gilbert Cisneros | sale partial | $1,001 - $15,000 |
| E | 09 Jan 2026 | Gilbert Cisneros | sale | $15,001 - $50,000 |
| D | 29 Dec 2025 | Markwayne Mullin | purchase | $15,001 - $50,000 |
| E | 24 Dec 2025 | Gilbert Cisneros | sale partial | $1,001 - $15,000 |
| C | 22 Dec 2025 | Roger Williams | sale partial | $15,001 - $50,000 |
| D | 18 Dec 2025 | Julie Johnson | sale | $1,001 - $15,000 |
| E | 18 Nov 2025 | Gilbert Cisneros | purchase | $1,001 - $15,000 |
| D | 13 Nov 2025 | Julie Johnson | sale partial | $1,001 - $15,000 |
| E | 24 Oct 2025 | Marjorie Taylor Greene | purchase | $1,001 - $15,000 |
| E | 17 Oct 2025 | Gilbert Cisneros | purchase | $1,001 - $15,000 |
| B | 17 Oct 2025 | Shelley M Capito | sale partial | $1,001 - $15,000 |
| D | 14 Aug 2025 | Julie Johnson | sale partial | $1,001 - $15,000 |
| C | 25 Jul 2025 | Julie Johnson | purchase | $1,001 - $15,000 |
| C | 21 Jul 2025 | Julie Johnson | exchange | $1,001 - $15,000 |
| E | 24 Jun 2025 | Lisa McClain | sale | $1,001 - $15,000 |
| E | 17 Jun 2025 | Lisa McClain | purchase | $1,001 - $15,000 |
| E | 14 May 2025 | Marjorie Taylor Greene | purchase | $1,001 - $15,000 |
| C | 13 May 2025 | Markwayne Mullin | purchase | $50,001 - $100,000 |
| D | 12 May 2025 | Jefferson Shreve | sale | $15,001 - $50,000 |