SEC 13F Intelligence

Philip James Wealth Mangement, LLC / CVX

Philip James Wealth Mangement, LLC’s Chevron Corporation Position

Does Philip James Wealth Mangement, LLC own Chevron Corporation (CVX)? Yes — 65.2K shares worth $13M (+1.55% of its 13F portfolio) as of Q1 2026, down from 66.5K shares the prior filed quarter.

Position Value
$13M
Q1 2026
Shares
65.2K
% of Portfolio
+1.55%
Quarters Held
9
currently held

Position History CVX

Reported value by quarter
Q4 ’23: $478,338Q4 ’23Q1 ’24: $223,010Q3 ’24: $6MQ3 ’24Q4 ’24: $5MQ1 ’25: $6MQ1 ’25Q2 ’25: $7MQ3 ’25: $8MQ3 ’25Q4 ’25: $10MQ1 ’26: $13MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202665.2K$13M+1.55%
Q4 202566.5K$10M+1.17%
Q3 202551.1K$8M+0.93%
Q2 202551.1K$7M+0.93%
Q1 202536.2K$6M+0.74%
Q4 202436.6K$5M+0.69%
Q3 202438.4K$6M+0.69%
Q1 20241.4K$223,010+0.16%
Q4 20233.2K$478,338+0.37%

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