SEC 13F Intelligence

Daymark Wealth Partners, LLC / CHV

Daymark Wealth Partners, LLC’s Chevron Corporation Position

Does Daymark Wealth Partners, LLC own Chevron Corporation (CHV)? Yes91.8K shares worth $19M (+0.60% of its 13F portfolio) as of Q1 2026, down from 96.6K shares the prior filed quarter.

Position Value
$19M
Q1 2026
Shares
91.8K
% of Portfolio
+0.60%
Quarters Held
14
currently held

Position History CHV

Reported value by quarter
Q4 ’22: $2MQ4 ’22Q1 ’23: $3MQ2 ’23: $9MQ2 ’23Q3 ’23: $14MQ4 ’23: $13MQ4 ’23Q1 ’24: $14MQ2 ’24: $15MQ2 ’24Q3 ’24: $14MQ4 ’24: $13MQ4 ’24Q1 ’25: $16MQ2 ’25: $13MQ2 ’25Q3 ’25: $15MQ4 ’25: $15MQ4 ’25Q1 ’26: $19Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202691.8K$19M+0.60%
Q4 202596.6K$15M+0.47%
Q3 202594.2K$15M+0.50%
Q2 202594.3K$13M+0.51%
Q1 202592.7K$16M+0.67%
Q4 2024189.6K$13M+0.56%
Q3 2024192.6K$14M+0.59%
Q2 2024193.0K$15M+0.69%
Q1 2024188.1K$14M+0.77%
Q4 2023182.3K$13M+0.78%
Q3 2023180.4K$14M+0.96%
Q2 202360.2K$9M+0.70%
Q1 202316.4K$3M+0.36%
Q4 202210.7K$2M+0.34%

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