SEC 13F Intelligence

Bnc Wealth Management, LLC / CHV

Bnc Wealth Management, LLC’s Chevron Corporation Position

Does Bnc Wealth Management, LLC own Chevron Corporation (CHV)? Yes — 29.9K shares worth $6M (+1.72% of its 13F portfolio) as of Q1 2026, up from 1.5K shares the prior filed quarter.

Position Value
$6M
Q1 2026
Shares
29.9K
% of Portfolio
+1.72%
Quarters Held
9
currently held

Position History CHV

Reported value by quarter
Q3 ’20: $33,000Q3 ’20Q1 ’22: $282,000Q2 ’22: $2MQ2 ’22Q3 ’22: $2MQ4 ’22: $2MQ4 ’22Q1 ’23: $3MQ2 ’23: $247,250Q2 ’23Q3 ’23: $259,563Q1 ’26: $6MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202629.9K$6M+1.72%
Q3 20231.5K$259,563+0.14%
Q2 20231.6K$247,250+0.13%
Q1 202319.5K$3M+1.78%
Q4 202212.8K$2M+1.36%
Q3 202212.5K$2M+1.08%
Q2 202211.9K$2M+0.90%
Q1 20221.7K$282,000+0.14%
Q3 2020465$33,000+0.02%

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