SEC 13F Intelligence

Lmg Wealth Partners, LLC / CHV

Lmg Wealth Partners, LLC’s Chevron Corporation Position

Does Lmg Wealth Partners, LLC own Chevron Corporation (CHV)? Yes72.9K shares worth $15M (+2.75% of its 13F portfolio) as of Q1 2026, up from 70.4K shares the prior filed quarter.

Position Value
$15M
Q1 2026
Shares
72.9K
% of Portfolio
+2.75%
Quarters Held
14
currently held

Position History CHV

Reported value by quarter
Q4 ’22: $10MQ4 ’22Q1 ’23: $9MQ2 ’23: $9MQ2 ’23Q3 ’23: $10MQ4 ’23: $9MQ4 ’23Q1 ’24: $9MQ2 ’24: $9MQ2 ’24Q3 ’24: $10MQ4 ’24: $10MQ4 ’24Q1 ’25: $12MQ2 ’25: $10MQ2 ’25Q3 ’25: $12MQ4 ’25: $11MQ4 ’25Q1 ’26: $15Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202672.9K$15M+2.75%
Q4 202570.4K$11M+2.00%
Q3 202576.8K$12M+2.22%
Q2 202572.5K$10M+2.13%
Q1 202570.6K$12M+2.63%
Q4 202470.0K$10M+2.21%
Q3 202468.1K$10M+2.30%
Q2 202456.2K$9M+2.19%
Q1 202455.8K$9M+2.22%
Q4 202357.6K$9M+2.39%
Q3 202357.9K$10M+2.98%
Q2 202356.4K$9M+2.71%
Q1 202355.1K$9M+2.91%
Q4 202254.0K$10M+3.22%

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