SEC 13F Intelligence

Massachusetts Wealth Management / CHV

Massachusetts Wealth Management’s Chevron Corporation Position

Does Massachusetts Wealth Management own Chevron Corporation (CHV)? Yes28.5K shares worth $6M (+2.55% of its 13F portfolio) as of Q1 2026, up from 20.2K shares the prior filed quarter.

Position Value
$6M
Q1 2026
Shares
28.5K
% of Portfolio
+2.55%
Quarters Held
14
currently held

Position History CHV

Reported value by quarter
Q4 ’22: $4MQ4 ’22Q1 ’23: $3MQ2 ’23: $3MQ2 ’23Q3 ’23: $3MQ4 ’23: $3MQ4 ’23Q1 ’24: $3MQ2 ’24: $4MQ2 ’24Q3 ’24: $3MQ4 ’24: $3MQ4 ’24Q1 ’25: $3MQ2 ’25: $3MQ2 ’25Q3 ’25: $3MQ4 ’25: $3MQ4 ’25Q1 ’26: $6Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202628.5K$6M+2.55%
Q4 202520.2K$3M+1.43%
Q3 202520.2K$3M+1.56%
Q2 202520.3K$3M+1.64%
Q1 202520.3K$3M+2.32%
Q4 202420.6K$3M+1.84%
Q3 202420.8K$3M+1.93%
Q2 202422.6K$4M+2.37%
Q1 202422.1K$3M+2.46%
Q4 202321.4K$3M+2.58%
Q3 202320.6K$3M+3.19%
Q2 202321.0K$3M+3.15%
Q1 202321.1K$3M+3.55%
Q4 202223.0K$4M+3.87%

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