SEC 13F Intelligence

Eads & Heald Wealth Management / CHV

Eads & Heald Wealth Management’s Chevron Corporation Position

Does Eads & Heald Wealth Management own Chevron Corporation (CHV)? Yes — 13.9K shares worth $3M (+1.43% of its 13F portfolio) as of Q1 2026, up from 13.8K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
13.9K
% of Portfolio
+1.43%
Quarters Held
30
currently held

Position History CHV

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $2MQ2 ’19: $2MQ3 ’19: $2MQ4 ’19: $2MQ4 ’19Q1 ’20: $1MQ2 ’20: $1MQ3 ’20: $941,000Q4 ’20: $1MQ4 ’20Q1 ’21: $1MQ2 ’21: $1MQ3 ’21: $1MQ4 ’21: $2MQ4 ’21Q1 ’22: $2MQ2 ’22: $2MQ3 ’22: $2MQ4 ’22: $2,746Q4 ’22Q1 ’23: $2,563Q2 ’23: $2,392Q3 ’23: $2,562Q4 ’23: $2,082Q4 ’23Q1 ’24: $2,066Q2 ’24: $1,983Q3 ’24: $1,773Q4 ’24: $1,858Q4 ’24Q1 ’25: $2,100Q2 ’25: $1,917Q3 ’25: $2,070Q4 ’25: $2MQ4 ’25Q1 ’26: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202613.9K$3M+1.43%
Q4 202513.8K$2M+1.01%
Q3 202513.3K$2,070+0.99%
Q2 202513.4K$1,917+0.95%
Q1 202512.6K$2,100+1.07%
Q4 202412.8K$1,858+0.91%
Q3 202412.0K$1,773+0.84%
Q2 202412.7K$1,983+0.96%
Q1 202413.1K$2,066+0.96%
Q4 202314.0K$2,082+1.00%
Q3 202315.2K$2,562+1.34%
Q2 202315.2K$2,392+1.18%
Q1 202315.7K$2,563+1.27%
Q4 202215.3K$2,746+1.40%
Q3 202216.1K$2M+1.31%
Q2 202215.7K$2M+1.23%
Q1 202215.2K$2M+1.15%
Q4 202114.0K$2M+0.71%
Q3 202113.6K$1M+0.67%
Q2 202113.9K$1M+0.71%
Q1 202114.0K$1M+0.76%
Q4 202012.7K$1M+0.58%
Q3 202013.1K$941,000+0.56%
Q2 202016.1K$1M+0.87%
Q1 202016.5K$1M+0.84%
Q4 201917.0K$2M+1.09%
Q3 201916.3K$2M+1.08%
Q2 201916.3K$2M+1.15%
Q1 201916.5K$2M+1.18%
Q4 201816.6K$2M+1.20%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Eads & Heald Wealth Management’s full portfolio or all institutional holders of CHV.