SEC 13F Intelligence

Fortune Financial Advisors, LLC / CVX

Fortune Financial Advisors, LLC’s Chevron Corporation Position

Does Fortune Financial Advisors, LLC own Chevron Corporation (CVX)? Yes — 9.5K shares worth $2M (+1.00% of its 13F portfolio) as of Q1 2026, up from 7.3K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
9.5K
% of Portfolio
+1.00%
Quarters Held
12
currently held

Position History CVX

Reported value by quarter
Q2 ’23: $2MQ2 ’23Q3 ’23: $3MQ4 ’23: $2MQ4 ’23Q1 ’24: $2MQ2 ’24: $2MQ2 ’24Q3 ’24: $913,080Q4 ’24: $938,562Q4 ’24Q1 ’25: $1MQ2 ’25: $1MQ2 ’25Q3 ’25: $1MQ4 ’25: $1MQ4 ’25Q1 ’26: $2Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20269.5K$2M+1.00%
Q4 20257.3K$1M+0.75%
Q3 20257.1K$1M+0.83%
Q2 20257.1K$1M+0.81%
Q1 20256.9K$1M+1.00%
Q4 20246.5K$938,562+0.85%
Q3 20246.2K$913,080+0.83%
Q2 202412.3K$2M+1.18%
Q1 202413.2K$2M+1.31%
Q4 202315.2K$2M+1.58%
Q3 202315.5K$3M+2.00%
Q2 202315.3K$2M+1.81%

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