SEC 13F Intelligence

Clifford Swan Investment Counsel LLC / CHV

Clifford Swan Investment Counsel LLC’s Chevron Corporation Position

Does Clifford Swan Investment Counsel LLC own Chevron Corporation (CHV)? Yes — 311.5K shares worth $64M (+2.19% of its 13F portfolio) as of Q1 2026, down from 313.6K shares the prior filed quarter.

Position Value
$64M
Q1 2026
Shares
311.5K
% of Portfolio
+2.19%
Quarters Held
30
currently held

Position History CHV

Reported value by quarter
Q4 ’18: $27MQ4 ’18Q1 ’19: $32MQ2 ’19: $33MQ3 ’19: $31MQ4 ’19: $31MQ4 ’19Q1 ’20: $20MQ2 ’20: $25MQ3 ’20: $21MQ4 ’20: $24MQ4 ’20Q1 ’21: $37MQ2 ’21: $36MQ3 ’21: $41MQ4 ’21: $42MQ4 ’21Q1 ’22: $58MQ2 ’22: $51MQ3 ’22: $50MQ4 ’22: $61MQ4 ’22Q1 ’23: $55MQ2 ’23: $52MQ3 ’23: $56MQ4 ’23: $50MQ4 ’23Q1 ’24: $52MQ2 ’24: $51MQ3 ’24: $49MQ4 ’24: $47MQ4 ’24Q1 ’25: $54MQ2 ’25: $46MQ3 ’25: $50MQ4 ’25: $48MQ4 ’25Q1 ’26: $64Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026311.5K$64M+2.19%
Q4 2025313.6K$48M+1.59%
Q3 2025319.3K$50M+1.65%
Q2 2025319.9K$46M+1.62%
Q1 2025323.9K$54M+2.00%
Q4 2024326.8K$47M+1.70%
Q3 2024329.3K$49M+1.72%
Q2 2024328.7K$51M+1.92%
Q1 2024329.3K$52M+1.93%
Q4 2023334.2K$50M+1.94%
Q3 2023333.8K$56M+2.36%
Q2 2023333.4K$52M+2.12%
Q1 2023335.4K$55M+2.29%
Q4 2022337.7K$61M+2.64%
Q3 2022350.2K$50M+2.36%
Q2 2022352.0K$51M+2.21%
Q1 2022354.3K$58M+2.14%
Q4 2021359.0K$42M+1.48%
Q3 2021358.6K$41M+1.51%
Q2 2021356.5K$36M+1.36%
Q1 2021357.2K$37M+1.54%
Q4 2020287.2K$24M+1.06%
Q3 2020293.2K$21M+1.01%
Q2 2020285.1K$25M+1.31%
Q1 2020278.5K$20M+1.23%
Q4 2019260.5K$31M+1.52%
Q3 2019259.6K$31M+1.60%
Q2 2019262.7K$33M+1.72%
Q1 2019256.1K$32M+1.69%
Q4 2018251.8K$27M+1.66%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Clifford Swan Investment Counsel LLC’s full portfolio or all institutional holders of CHV.