Phillips Wealth Planners LLC / CHV
Phillips Wealth Planners LLC’s Chevron Corporation Position
Does Phillips Wealth Planners LLC own Chevron Corporation (CHV)? Yes — 7.6K shares worth $1M (+1.05% of its 13F portfolio) as of Q1 2026, up from 6.5K shares the prior filed quarter.
Position Value
$1M
Q1 2026
Shares
7.6K
% of Portfolio
+1.05%
Quarters Held
14
currently held
Position History CHV
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 7.6K | $1M | +1.05% |
| Q4 2025 | 6.5K | $1M | +0.87% |
| Q3 2025 | 6.6K | $1M | +0.84% |
| Q2 2025 | 6.1K | $938,724 | +0.85% |
| Q1 2025 | 5.4K | $737,279 | +0.78% |
| Q4 2024 | 6.3K | $962,392 | +0.96% |
| Q3 2024 | 7.9K | $1M | +1.13% |
| Q2 2024 | 7.0K | $1M | +1.14% |
| Q1 2024 | 7.1K | $1M | +1.28% |
| Q4 2023 | 7.1K | $1M | +1.22% |
| Q3 2023 | 6.8K | $1M | +1.56% |
| Q2 2023 | 6.8K | $1M | +1.40% |
| Q1 2023 | 6.0K | $999,609 | +1.32% |
| Q4 2022 | 6.0K | $1M | +1.79% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Phillips Wealth Planners LLC’s full portfolio or all institutional holders of CHV.