SEC 13F Intelligence

Slatestone Wealth, LLC / CVX

Slatestone Wealth, LLC’s Chevron Corporation Position

Does Slatestone Wealth, LLC own Chevron Corporation (CVX)? Yes — 104.2K shares worth $22M (+1.78% of its 13F portfolio) as of Q1 2026, up from 101.8K shares the prior filed quarter.

Position Value
$22M
Q1 2026
Shares
104.2K
% of Portfolio
+1.78%
Quarters Held
28
currently held

Position History CVX

Reported value by quarter
Q1 ’19: $5MQ1 ’19Q2 ’19: $5MQ3 ’19: $4MQ4 ’19: $5MQ1 ’20: $1MQ1 ’20Q2 ’20: $1MQ3 ’20: $945,000Q4 ’20: $1MQ1 ’21: $1MQ1 ’21Q2 ’21: $2MQ3 ’21: $2MQ4 ’21: $3MQ1 ’22: $4MQ1 ’22Q2 ’22: $4MQ3 ’22: $4MQ4 ’22: $5MQ2 ’23: $4MQ2 ’23Q3 ’23: $9MQ4 ’23: $8MQ1 ’24: $14MQ2 ’24: $10MQ2 ’24Q3 ’24: $14MQ4 ’24: $14MQ1 ’25: $17MQ2 ’25: $15MQ2 ’25Q3 ’25: $16MQ4 ’25: $16MQ1 ’26: $22Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026104.2K$22M+1.78%
Q4 2025101.8K$16M+1.30%
Q3 2025102.4K$16M+1.38%
Q2 2025101.5K$15M+1.36%
Q1 2025100.4K$17M+1.69%
Q4 202499.8K$14M+1.42%
Q3 202497.3K$14M+1.29%
Q2 202466.1K$10M+1.12%
Q1 202490.7K$14M+1.44%
Q4 202356.1K$8M+1.09%
Q3 202353.2K$9M+1.30%
Q2 202326.0K$4M+0.88%
Q4 202225.8K$5M+1.12%
Q3 202225.8K$4M+0.99%
Q2 202225.1K$4M+0.93%
Q1 202223.8K$4M+0.86%
Q4 202124.3K$3M+0.61%
Q3 202123.7K$2M+0.55%
Q2 202122.2K$2M+0.53%
Q1 202112.9K$1M+0.33%
Q4 202013.6K$1M+0.29%
Q3 202013.1K$945,000+0.20%
Q2 202013.2K$1M+0.26%
Q1 202016.0K$1M+0.33%
Q4 201938.8K$5M+1.07%
Q3 201936.2K$4M+1.25%
Q2 201937.9K$5M+1.33%
Q1 201936.9K$5M+1.40%

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