SEC 13F Intelligence

Arbor Trust Wealth Advisors, LLC / CHV

Arbor Trust Wealth Advisors, LLC’s Chevron Corporation Position

Does Arbor Trust Wealth Advisors, LLC own Chevron Corporation (CHV)? Yes — 13.9K shares worth $3M (+1.26% of its 13F portfolio) as of Q1 2026, up from 13.8K shares the prior filed quarter.

Position Value
$3M
Q1 2026
Shares
13.9K
% of Portfolio
+1.26%
Quarters Held
26
currently held

Position History CHV

Reported value by quarter
Q4 ’19: $1MQ4 ’19Q1 ’20: $772,000Q2 ’20: $937,000Q3 ’20: $817,000Q4 ’20: $1MQ4 ’20Q1 ’21: $1MQ2 ’21: $1MQ3 ’21: $1MQ4 ’21: $2MQ4 ’21Q1 ’22: $2MQ2 ’22: $2MQ3 ’22: $2MQ4 ’22: $3MQ4 ’22Q1 ’23: $2MQ2 ’23: $2MQ3 ’23: $2MQ4 ’23: $2MQ4 ’23Q1 ’24: $3MQ2 ’24: $2MQ3 ’24: $2MQ4 ’24: $2MQ4 ’24Q1 ’25: $3MQ2 ’25: $2MQ3 ’25: $2MQ4 ’25: $2MQ4 ’25Q1 ’26: $3Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202613.9K$3M+1.26%
Q4 202513.8K$2M+0.92%
Q3 202514.1K$2M+0.98%
Q2 202513.3K$2M+0.93%
Q1 202515.4K$3M+1.21%
Q4 202415.0K$2M+1.01%
Q3 202415.4K$2M+1.26%
Q2 202415.4K$2M+1.26%
Q1 202415.4K$3M+1.38%
Q4 202315.1K$2M+1.34%
Q3 202314.4K$2M+1.60%
Q2 202315.1K$2M+1.51%
Q1 202314.8K$2M+1.59%
Q4 202214.7K$3M+1.83%
Q3 202214.7K$2M+1.61%
Q2 202215.3K$2M+1.54%
Q1 202214.6K$2M+1.43%
Q4 202112.9K$2M+0.87%
Q3 202112.7K$1M+0.81%
Q2 202112.9K$1M+0.85%
Q1 202113.0K$1M+0.91%
Q4 202012.8K$1M+0.78%
Q3 202011.3K$817,000+0.71%
Q2 202010.5K$937,000+0.85%
Q1 202010.6K$772,000+0.82%
Q4 201910.7K$1M+1.10%

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