Transform Wealth, LLC’s Chevron Corporation Position
Does Transform Wealth, LLC own Chevron Corporation (CHV)? Yes — 91.9K shares worth $15M (+0.93% of its 13F portfolio) as of Q1 2025, down from 92.4K shares the prior filed quarter.
Position Value
$15M
Q1 2025
Shares
91.9K
% of Portfolio
+0.93%
Quarters Held
24
currently held
Position History CHV
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2025 | 91.9K | $15M | +0.93% |
| Q4 2024 | 92.4K | $13M | +0.74% |
| Q3 2024 | 69.5K | $10M | +0.68% |
| Q2 2024 | 74.6K | $12M | +0.88% |
| Q1 2024 | 74.4K | $12M | +1.11% |
| Q4 2023 | 81.8K | $12M | +1.19% |
| Q3 2023 | 84.3K | $14M | +1.50% |
| Q2 2023 | 108.4K | $17M | +1.53% |
| Q1 2023 | 104.9K | $17M | +1.61% |
| Q4 2022 | 81.2K | $15M | +1.63% |
| Q3 2022 | 60.6K | $9M | +1.13% |
| Q2 2022 | 60.0K | $9M | +1.29% |
| Q1 2022 | 56.5K | $9M | +1.03% |
| Q4 2021 | 56.0K | $7M | +0.69% |
| Q3 2021 | 6.5K | $658,000 | +0.08% |
| Q2 2021 | 6.8K | $714,000 | +0.09% |
| Q1 2021 | 6.6K | $696,000 | +0.14% |
| Q4 2020 | 6.0K | $510,000 | +0.11% |
| Q3 2020 | 6.4K | $464,000 | +0.07% |
| Q2 2020 | 6.9K | $616,000 | +0.11% |
| Q1 2020 | 8.1K | $586,000 | +0.12% |
| Q4 2019 | 8.6K | $1M | +0.17% |
| Q3 2019 | 4.3K | $505,000 | +0.09% |
| Q2 2019 | 7.8K | $975,000 | +0.14% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Transform Wealth, LLC’s full portfolio or all institutional holders of CHV.