SEC 13F Intelligence

Barnes Wealth Management Group, Inc / CHV

Barnes Wealth Management Group, Inc’s Chevron Corporation Position

Does Barnes Wealth Management Group, Inc own Chevron Corporation (CHV)? Yes — 17.4K shares worth $4M (+1.83% of its 13F portfolio) as of Q1 2026, up from 17.1K shares the prior filed quarter.

Position Value
$4M
Q1 2026
Shares
17.4K
% of Portfolio
+1.83%
Quarters Held
5
currently held

Position History CHV

Reported value by quarter
Q1 ’25: $3MQ1 ’25Q2 ’25: $3MQ2 ’25Q3 ’25: $3MQ3 ’25Q4 ’25: $3MQ4 ’25Q1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202617.4K$4M+1.83%
Q4 202517.1K$3M+1.40%
Q3 202517.2K$3M+1.47%
Q2 202517.6K$3M+1.49%
Q1 202517.6K$3M+1.89%

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