SEC 13F Intelligence

Allied Investment Advisors, LLC / CVX

Allied Investment Advisors, LLC’s Chevron Corporation Position

Does Allied Investment Advisors, LLC own Chevron Corporation (CVX)? Yes91.8K shares worth $19M (+2.72% of its 13F portfolio) as of Q1 2026, up from 90.0K shares the prior filed quarter.

Position Value
$19M
Q1 2026
Shares
91.8K
% of Portfolio
+2.72%
Quarters Held
30
currently held

Position History CVX

Reported value by quarter
Q4 ’18: $945,000Q4 ’18Q1 ’19: $1MQ2 ’19: $2MQ3 ’19: $1MQ4 ’19: $1MQ4 ’19Q1 ’20: $4MQ2 ’20: $6MQ3 ’20: $4MQ4 ’20: $5MQ4 ’20Q1 ’21: $7MQ2 ’21: $7MQ3 ’21: $7MQ4 ’21: $8MQ4 ’21Q1 ’22: $12MQ2 ’22: $10MQ3 ’22: $10MQ4 ’22: $12MQ4 ’22Q1 ’23: $11MQ2 ’23: $11MQ3 ’23: $11MQ4 ’23: $10MQ4 ’23Q1 ’24: $11MQ2 ’24: $11MQ3 ’24: $11MQ4 ’24: $11MQ4 ’24Q1 ’25: $13MQ2 ’25: $12MQ3 ’25: $13MQ4 ’25: $14MQ4 ’25Q1 ’26: $19Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202691.8K$19M+2.72%
Q4 202590.0K$14M+2.12%
Q3 202586.8K$13M+2.14%
Q2 202583.1K$12M+2.08%
Q1 202579.4K$13M+2.52%
Q4 202476.1K$11M+2.22%
Q3 202474.5K$11M+2.17%
Q2 202472.8K$11M+2.67%
Q1 202471.5K$11M+2.72%
Q4 202368.5K$10M+2.78%
Q3 202367.6K$11M+3.41%
Q2 202367.3K$11M+3.07%
Q1 202366.6K$11M+3.36%
Q4 202267.5K$12M+3.79%
Q3 202269.5K$10M+3.72%
Q2 202269.3K$10M+3.60%
Q1 202271.0K$12M+3.76%
Q4 202170.5K$8M+2.83%
Q3 202169.2K$7M+2.66%
Q2 202167.8K$7M+2.67%
Q1 202165.8K$7M+2.95%
Q4 202059.3K$5M+2.41%
Q3 202062.1K$4M+2.40%
Q2 202062.0K$6M+3.19%
Q1 202051.0K$4M+2.67%
Q4 201911.7K$1M+0.84%
Q3 201912.5K$1M+0.96%
Q2 201912.8K$2M+1.07%
Q1 20198.6K$1M+0.73%
Q4 20188.7K$945,000+0.78%

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