SEC 13F Intelligence

Capital Wealth Planning, LLC / CHV

Capital Wealth Planning, LLC’s Chevron Corporation Position

Does Capital Wealth Planning, LLC own Chevron Corporation (CHV)? Yes — 3.87M shares worth $800M (+4.41% of its 13F portfolio) as of Q1 2026, up from 2.74M shares the prior filed quarter.

Position Value
$800M
Q1 2026
Shares
3.87M
% of Portfolio
+4.41%
Quarters Held
30
currently held

Position History CHV

Reported value by quarter
Q4 ’18: $5MQ4 ’18Q1 ’19: $5MQ2 ’19: $62MQ3 ’19: $69MQ4 ’19: $76MQ4 ’19Q1 ’20: $61MQ2 ’20: $90MQ3 ’20: $85MQ4 ’20: $136MQ4 ’20Q1 ’21: $170MQ2 ’21: $190MQ3 ’21: $202MQ4 ’21: $251MQ4 ’21Q1 ’22: $274MQ2 ’22: $274MQ3 ’22: $305MQ4 ’22: $404MQ4 ’22Q1 ’23: $400MQ2 ’23: $411MQ3 ’23: $458MQ4 ’23: $412MQ4 ’23Q1 ’24: $449MQ2 ’24: $286MQ3 ’24: $304MQ4 ’24: $317MQ4 ’24Q1 ’25: $378MQ2 ’25: $353MQ3 ’25: $400MQ4 ’25: $422MQ4 ’25Q1 ’26: $800Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20263.87M$800M+4.41%
Q4 20252.74M$422M+2.73%
Q3 20252.57M$400M+2.82%
Q2 20252.47M$353M+2.78%
Q1 20252.26M$378M+3.28%
Q4 20242.19M$317M+2.93%
Q3 20242.06M$304M+2.83%
Q2 20241.83M$286M+3.00%
Q1 20242.84M$449M+4.80%
Q4 20232.76M$412M+4.72%
Q3 20232.72M$458M+5.63%
Q2 20232.61M$411M+5.07%
Q1 20232.49M$400M+5.41%
Q4 20222.25M$404M+5.91%
Q3 20222.12M$305M+5.56%
Q2 20221.89M$274M+5.37%
Q1 20221.69M$274M+5.55%
Q4 20212.14M$251M+5.56%
Q3 20211.99M$202M+5.55%
Q2 20211.81M$190M+5.34%
Q1 20211.62M$170M+5.54%
Q4 20201.49M$136M+5.22%
Q3 20201.19M$85M+4.23%
Q2 20201.00M$90M+5.11%
Q1 2020839.4K$61M+3.83%
Q4 2019627.0K$76M+4.47%
Q3 2019590.4K$69M+4.41%
Q2 2019496.8K$62M+4.48%
Q1 201943.7K$5M+3.53%
Q4 201844.2K$5M+3.19%

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