SEC 13F Intelligence

Cosner Financial Group, LLC / CHV

Cosner Financial Group, LLC’s Chevron Corporation Position

Does Cosner Financial Group, LLC own Chevron Corporation (CHV)? Yes — 21.0K shares worth $4M (+2.38% of its 13F portfolio) as of Q1 2026, down from 24.9K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
21.0K
% of Portfolio
+2.38%
Quarters Held
11
currently held

Position History CHV

Reported value by quarter
Q2 ’23: $4MQ2 ’23Q4 ’23: $4MQ1 ’24: $4MQ1 ’24Q2 ’24: $4MQ3 ’24: $4MQ3 ’24Q4 ’24: $4MQ1 ’25: $4MQ1 ’25Q2 ’25: $4MQ3 ’25: $4MQ3 ’25Q4 ’25: $4MQ1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202621.0K$4M+2.38%
Q4 202524.9K$4M+1.94%
Q3 202524.9K$4M+2.08%
Q2 202524.9K$4M+1.99%
Q1 202524.9K$4M+2.55%
Q4 202424.9K$4M+2.29%
Q3 202425.0K$4M+2.37%
Q2 202424.9K$4M+2.76%
Q1 202424.9K$4M+2.82%
Q4 202324.9K$4M+3.14%
Q2 202324.9K$4M+3.23%

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