SEC 13F Intelligence

Florida Trust Wealth Management Co / CHV

Florida Trust Wealth Management Co’s Chevron Corporation Position

Does Florida Trust Wealth Management Co own Chevron Corporation (CHV)? Yes — 177.4K shares worth $37M (+1.03% of its 13F portfolio) as of Q1 2026, up from 174.2K shares the prior filed quarter.

Position Value
$37M
Q1 2026
Shares
177.4K
% of Portfolio
+1.03%
Quarters Held
10
currently held

Position History CHV

Reported value by quarter
Q4 ’23: $20MQ4 ’23Q1 ’24: $22MQ2 ’24: $24MQ2 ’24Q3 ’24: $24MQ4 ’24: $25MQ4 ’24Q1 ’25: $29MQ2 ’25: $25MQ2 ’25Q3 ’25: $27MQ4 ’25: $27MQ4 ’25Q1 ’26: $37Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026177.4K$37M+1.03%
Q4 2025174.2K$27M+0.73%
Q3 2025171.9K$27M+0.76%
Q2 2025172.0K$25M+0.76%
Q1 2025173.3K$29M+0.94%
Q4 2024172.5K$25M+0.80%
Q3 2024162.7K$24M+0.77%
Q2 2024151.6K$24M+0.81%
Q1 2024142.6K$22M+0.77%
Q4 2023136.1K$20M+0.75%

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