SEC 13F Intelligence

Northeast Financial Consultants Inc / CHV

Northeast Financial Consultants Inc’s Chevron Corporation Position

Does Northeast Financial Consultants Inc own Chevron Corporation (CHV)? Yes — 76.1K shares worth $11M (+0.45% of its 13F portfolio) as of Q2 2025, down from 76.7K shares the prior filed quarter.

Position Value
$11M
Q2 2025
Shares
76.1K
% of Portfolio
+0.45%
Quarters Held
27
currently held

Position History CHV

Reported value by quarter
Q4 ’18: $11MQ4 ’18Q1 ’19: $13MQ2 ’19: $13MQ3 ’19: $12MQ4 ’19: $12MQ4 ’19Q1 ’20: $8MQ2 ’20: $9MQ3 ’20: $7MQ4 ’20: $9MQ4 ’20Q1 ’21: $11MQ2 ’21: $11MQ3 ’21: $7MQ4 ’21: $10MQ4 ’21Q1 ’22: $14MQ2 ’22: $13MQ3 ’22: $12MQ4 ’22: $14MQ4 ’22Q1 ’23: $13MQ2 ’23: $12MQ3 ’23: $13MQ4 ’23: $11MQ4 ’23Q1 ’24: $12MQ2 ’24: $12MQ3 ’24: $12MQ4 ’24: $11MQ4 ’24Q1 ’25: $13MQ2 ’25: $11Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 202576.1K$11M+0.45%
Q1 202576.7K$13M+0.57%
Q4 202477.2K$11M+0.47%
Q3 202478.3K$12M+0.50%
Q2 202478.3K$12M+0.56%
Q1 202478.7K$12M+0.61%
Q4 202376.9K$11M+0.63%
Q3 202376.0K$13M+0.80%
Q2 202376.4K$12M+0.74%
Q1 202379.4K$13M+0.83%
Q4 202279.3K$14M+0.96%
Q3 202285.3K$12M+0.90%
Q2 202286.5K$13M+0.87%
Q1 202285.4K$14M+0.81%
Q4 202183.7K$10M+0.59%
Q3 202170.4K$7M+0.48%
Q2 2021103.7K$11M+0.73%
Q1 2021103.7K$11M+0.83%
Q4 2020103.5K$9M+0.72%
Q3 2020102.3K$7M+0.67%
Q2 2020102.5K$9M+0.88%
Q1 2020103.6K$8M+0.85%
Q4 2019100.2K$12M+1.08%
Q3 2019104.4K$12M+1.26%
Q2 2019104.0K$13M+1.33%
Q1 2019104.0K$13M+1.42%
Q4 2018104.3K$11M+1.58%

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