雪佛龍公司
CH ˙ SWX ˙ US1667641005
SecurityCH:CVX / Chevron Corporation
InstitutionMutual Advisors, LLC
Latest Disclosed Ownership92,784 shares
Latest Disclosed Value $ 19,197,049
Mutual Advisors, LLC reports 0.98% increase in ownership of CVX / Chevron Corporation

On May 1, 2026 - Mutual Advisors, LLC filed a 13F-HR form disclosing ownership of 92,784 shares of Chevron Corporation (CH:CVX) valued at $19,197,049 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 91,883 shares of Chevron Corporation. This represents a change in shares of 0.98% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

Upgrade to unlock premium data and export to Excel .

Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-05-01 2026-03-31 13F CHEVRON COM 166764100 92,784 901 0.98 19,197 37.09 0.4108
2026-02-02 2025-12-31 13F CHEVRON CORP COM 166764100 91,883 1,442 1.59 14,004 -1.10 0.3001
2025-11-04 2025-09-30 13F CHEVRON CORP COM 166764100 90,441 1,682 1.90 14,159 3.03 0.3118
2025-07-28 2025-06-30 13F CHEVRON CORP COM 166764100 88,759 6,058 7.33 13,743 19.79 0.3432
2025-04-28 2025-03-31 13F CHEVRON CORP COM 166764100 82,701 -1,886 -2.23 11,473 -14.90 0.3284
2025-01-17 2024-12-31 13F CHEVRON CORP COM 166764100 84,587 -3,962 -4.47 13,481 1.19 0.3902
2024-10-25 2024-09-30 13F CHEVRON CORP COM 166764100 88,549 1,396 1.60 13,322 -2.39 0.3894
2024-07-30 2024-06-30 13F CHEVRON CORP COM 166764100 87,153 -2,865 -3.18 13,648 -3.88 0.4120
2024-05-02 2024-03-31 13F CHEVRON CORP COM 166764100 90,018 5,033 5.92 14,199 12.01 0.4554
2024-01-12 2023-12-31 13F CHEVRON CORP COM 166764100 84,985 7,258 9.34 12,676 -3.28 0.4410
2023-11-13 2023-09-30 13F CHEVRON CORP COM 166764100 77,727 214 0.28 13,106 7.46 0.5112
2023-07-31 2023-06-30 13F CHEVRON CORP COM 166764100 77,513 -865 -1.10 12,197 -4.63 0.4629
2023-04-11 2023-03-31 13F CHEVRON CORP COM 166764100 78,378 2,189 2.87 12,788 -6.49 0.5247
2023-01-12 2022-12-31 13F CHEVRON CORP COM 166764100 76,189 2,133 2.88 13,675 28.52 0.6118
2022-11-03 2022-09-30 13F CHEVRON CORP COM 166764100 74,056 4,284 6.14 10,640 5.33 0.5474
2022-08-15 2022-06-30 13F CHEVRON CORP COM 166764100 69,772 3,449 5.20 10,102 -6.45 0.6688
2022-05-09 2022-03-31 13F CHEVRON CORP COM 166764100 66,323 -5,899 -8.17 10,799 27.42 0.6043
2022-02-14 2021-12-31 13F CHEVRON CORP COM 166764100 72,222 810 1.13 8,475 16.98 0.4485
2021-11-15 2021-09-30 13F CHEVRON CORP COM 166764100 71,412 11,708 19.61 7,245 15.86 0.4287
2021-08-12 2021-06-30 13F CHEVRON CORP COM 166764100 59,704 4,160 7.49 6,253 7.44 0.3708
2021-05-13 2021-03-31 13F CHEVRON CORP COM 166764100 55,544 7,671 16.02 5,820 43.95 0.3982
2021-02-11 2020-12-31 13F CHEVRON CORP COM 166764100 47,873 10,925 29.57 4,043 51.99 0.3003
2020-11-13 2020-09-30 13F CHEVRON CORP COM 166764100 36,948 2,114 6.07 2,660 -14.41 0.2306
2020-08-05 2020-06-30 13F CHEVRON CORP COM 166764100 34,834 2,126 6.50 3,108 31.14 0.3054
2020-05-13 2020-03-31 13F CHEVRON CORP COM 166764100 32,708 40 0.12 2,370 -39.80 0.3215
2020-02-11 2019-12-31 13F CHEVRON CORP COM 166764100 32,668 -86 -0.26 3,937 1.34 0.4188
2019-11-01 2019-09-30 13F CHEVRON CORP COM 166764100 32,754 2,611 8.66 3,885 3.57 0.5132
2019-08-15 2019-06-30 13F CHEVRON CORP COM 166764100 30,143 2,956 10.87 3,751 12.00 0.4873
2019-05-15 2019-03-31 13F CHEVRON CORP COM 166764100 27,187 1,090 4.18 3,349 17.96 0.4959
2019-02-15 2018-12-31 13F CHEVRON CORP COM 166764100 26,097 211 0.82 2,839 -10.30 0.5594
2018-11-15 2018-09-30 13F CHEVRON CORP COM 166764100 25,886 4,086 18.74 3,165 14.84 0.4805
2018-08-15 2018-06-30 13F CHEVRON CORP COM 166764100 21,800 -1,992 -8.37 2,756 1.58 0.6284
2018-05-11 2018-03-31 13F CHEVRON CORP COM 166764100 23,792 7,404 45.18 2,713 32.21 0.6875
2018-02-12 2017-12-31 13F CHEVRON CORP COM 166764100 16,388 16,388 2,052 0.7749
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.