SEC 13F Intelligence

Shrier Wealth Management, LLC / CHV

Shrier Wealth Management, LLC’s Chevron Corporation Position

Does Shrier Wealth Management, LLC own Chevron Corporation (CHV)? Yes — 20.0K shares worth $3M (+1.12% of its 13F portfolio) as of Q2 2026, up from 18.4K shares the prior filed quarter.

Position Value
$3M
Q2 2026
Shares
20.0K
% of Portfolio
+1.12%
Quarters Held
3
currently held

Position History CHV

Reported value by quarter
Q4 ’25: $3MQ4 ’25Q1 ’26: $4MQ1 ’26Q2 ’26: $3MQ2 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202620.0K$3M+1.12%
Q1 202618.4K$4M+1.39%
Q4 202518.8K$3M+1.13%

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