SEC 13F Intelligence

Mcdonald Partners LLC / CHV

Mcdonald Partners LLC’s Chevron Corporation Position

Does Mcdonald Partners LLC own Chevron Corporation (CHV)? Yes — 21.0K shares worth $4M (+1.03% of its 13F portfolio) as of Q1 2026, down from 21.5K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
21.0K
% of Portfolio
+1.03%
Quarters Held
22
currently held

Position History CHV

Reported value by quarter
Q4 ’20: $3MQ4 ’20Q1 ’21: $4MQ2 ’21: $4MQ3 ’21: $4MQ3 ’21Q4 ’21: $7MQ1 ’22: $8MQ2 ’22: $7MQ2 ’22Q3 ’22: $5MQ4 ’22: $6MQ1 ’23: $6MQ1 ’23Q2 ’23: $6MQ3 ’23: $6MQ4 ’23: $5MQ4 ’23Q1 ’24: $6MQ2 ’24: $5MQ3 ’24: $5MQ3 ’24Q4 ’24: $5MQ1 ’25: $6MQ2 ’25: $5MQ2 ’25Q3 ’25: $4MQ4 ’25: $3MQ1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202621.0K$4M+1.03%
Q4 202521.5K$3M+1.03%
Q3 202526.9K$4M+1.25%
Q2 202532.8K$5M+1.13%
Q1 202534.1K$6M+1.49%
Q4 202434.2K$5M+1.27%
Q3 202435.2K$5M+1.30%
Q2 202434.2K$5M+1.43%
Q1 202435.5K$6M+1.54%
Q4 202335.6K$5M+1.58%
Q3 202338.5K$6M+2.11%
Q2 202336.8K$6M+1.77%
Q1 202336.6K$6M+1.93%
Q4 202235.0K$6M+2.15%
Q3 202238.1K$5M+2.09%
Q2 202245.2K$7M+1.67%
Q1 202247.9K$8M+1.70%
Q4 202160$7M+0.01%
Q3 202144.1K$4M+1.05%
Q2 202138.1K$4M+0.74%
Q1 202134.8K$4M+0.73%
Q4 202032.9K$3M+0.78%

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