SEC 13F Intelligence

Independent Wealth Network Inc. / CHV

Independent Wealth Network Inc.’s Chevron Corporation Position

Does Independent Wealth Network Inc. own Chevron Corporation (CHV)? Yes29.1K shares worth $6M (+1.79% of its 13F portfolio) as of Q1 2026, down from 32.4K shares the prior filed quarter.

Position Value
$6M
Q1 2026
Shares
29.1K
% of Portfolio
+1.79%
Quarters Held
19
currently held

Position History CHV

Reported value by quarter
Q3 ’21: $3MQ3 ’21Q4 ’21: $3MQ1 ’22: $4MQ2 ’22: $3MQ2 ’22Q3 ’22: $3MQ4 ’22: $4MQ1 ’23: $4MQ1 ’23Q2 ’23: $4MQ3 ’23: $4MQ4 ’23: $4MQ4 ’23Q1 ’24: $4MQ2 ’24: $4MQ3 ’24: $4MQ3 ’24Q4 ’24: $4MQ1 ’25: $5MQ2 ’25: $4MQ2 ’25Q3 ’25: $5MQ4 ’25: $5MQ1 ’26: $6MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202629.1K$6M+1.79%
Q4 202532.4K$5M+1.51%
Q3 202531.9K$5M+1.59%
Q2 202531.2K$4M+1.63%
Q1 202529.9K$5M+1.99%
Q4 202430.0K$4M+1.77%
Q3 202428.3K$4M+1.84%
Q2 202428.2K$4M+2.05%
Q1 202427.6K$4M+2.04%
Q4 202326.1K$4M+2.05%
Q3 202324.7K$4M+2.56%
Q2 202324.6K$4M+2.32%
Q1 202324.2K$4M+2.53%
Q4 202224.0K$4M+2.95%
Q3 202223.8K$3M+2.67%
Q2 202224.0K$3M+2.50%
Q1 202224.0K$4M+2.48%
Q4 202123.6K$3M+1.71%
Q3 202123.4K$3M+1.73%

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