SEC 13F Intelligence

Challenger Wealth Management / CHV

Challenger Wealth Management’s Chevron Corporation Position

Does Challenger Wealth Management own Chevron Corporation (CHV)? Yes — 18.8K shares worth $4M (+3.11% of its 13F portfolio) as of Q1 2026, up from 18.8K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
18.8K
% of Portfolio
+3.11%
Quarters Held
6
currently held

Position History CHV

Reported value by quarter
Q4 ’24: $3MQ4 ’24Q1 ’25: $3MQ1 ’25Q2 ’25: $3MQ2 ’25Q3 ’25: $3MQ3 ’25Q4 ’25: $3MQ4 ’25Q1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202618.8K$4M+3.11%
Q4 202518.8K$3M+2.19%
Q3 202519.4K$3M+2.36%
Q2 202521.5K$3M+2.13%
Q1 202520.6K$3M+2.73%
Q4 202419.6K$3M+2.44%

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