雪佛龍公司
US ˙ NYSE ˙ US1667641005

SecurityCVX / Chevron Corporation
InstitutionLindbrook Capital, Llc
Latest Disclosed Ownership14,036 shares
Latest Disclosed Value $ 2,348,015
Lindbrook Capital, Llc reports 14.57% increase in ownership of CVX / Chevron Corporation

On May 5, 2025 - Lindbrook Capital, Llc filed a 13F-HR form disclosing ownership of 14,036 shares of Chevron Corporation (US:CVX) valued at $2,348,082 USD as of March 31, 2025. The entity filed a previous 13F-HR on February 6, 2025 disclosing 12,251 shares of Chevron Corporation. This represents a change in shares of 14.57% during the quarter. The current value of the position is $2,629,083 USD.

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.

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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)
2025-05-05 2025-03-31 13F CHEVRON CORP NEW COM Stock 166764100 14,036 1,785 14.57 2,348 32.36 0.2165
2025-02-06 2024-12-31 13F CHEVRON CORP NEW COM Stock 166764100 12,251 579 4.96 1,774 3.26 0.1601
2024-11-01 2024-09-30 13F CHEVRON CORP NEW COM Stock 166764100 11,672 -1,471 -11.19 1,719 -16.40 0.1522
2024-07-31 2024-06-30 13F CHEVRON CORP NEW COM Stock 166764100 13,143 -398 -2.94 2,056 -3.75 0.1931
2024-04-25 2024-03-31 13F CHEVRON CORP NEW COM Stock 166764100 13,541 609 4.71 2,136 10.74 0.1998
2024-02-01 2023-12-31 13F CHEVRON CORP NEW COM Stock 166764100 12,932 -1 -0.01 1,929 -11.56 0.1926
2023-10-25 2023-09-30 13F CHEVRON CORP NEW COM Stock 166764100 12,933 72 0.56 2,181 7.76 0.2440
2023-07-31 2023-06-30 13F CHEVRON CORP NEW COM Stock 166764100 12,861 55 0.43 2,024 -3.16 0.2154
2023-04-26 2023-03-31 13F CHEVRON CORP NEW COM Stock 166764100 12,806 -1,266 -9.00 2,089 -17.27 0.2449
2023-01-25 2022-12-31 13F CHEVRON CORP NEW COM Stock 166764100 14,072 985 7.53 2,526 34.31 0.3110
2022-11-10 2022-09-30 13F CHEVRON CORP NEW COM Stock 166764100 13,087 1,359 11.59 1,880 10.72 0.3171
2022-08-01 2022-06-30 13F CHEVRON CORP NEW COM Stock 166764100 11,728 503 4.48 1,698 -7.11 0.2807
2022-04-21 2022-03-31 13F CHEVRON CORP NEW COM Stock 166764100 11,225 341 3.13 1,828 43.15 0.2821
2022-01-18 2021-12-31 13F CHEVRON CORP NEW COM Stock 166764100 10,884 9,072 500.66 1,277 594.02 0.1944
2021-11-05 2021-09-30 13F CHEVRON CORP NEW COM Stock 166764100 1,812 474 35.43 184 31.43 0.0482
2021-07-27 2021-06-30 13F CHEVRON CORP NEW COM Stock 166764100 1,338 12 0.90 140 0.72 0.0313
2021-04-28 2021-03-31 13F CHEVRON CORP NEW COM Stock 166764100 1,326 80 6.42 139 32.38 0.0313
2021-01-27 2020-12-31 13F CHEVRON CORP NEW COM Stock 166764100 1,246 -589 -32.10 105 -20.45 0.0257
2020-11-03 2020-09-30 13F CHEVRON CORP NEW COM Stock 166764100 1,835 -191 -9.43 132 -27.07 0.0363
2020-07-27 2020-06-30 13F CHEVRON CORP NEW COM Stock 166764100 2,026 -428 -17.44 181 1.69 0.0537
2020-04-22 2020-03-31 13F CHEVRON CORP NEW COM Stock 166764100 2,454 -1,515 -38.17 178 -62.76 0.0673
2020-01-27 2019-12-31 13F CHEVRON CORP NEW COM Stock 166764100 3,969 -266 -6.28 478 -4.78 0.1664
2019-10-30 2019-09-30 13F CHEVRON CORP NEW COM Stock 166764100 4,235 -167 -3.79 502 -8.23 0.1896
2019-07-24 2019-06-30 13F CHEVRON CORP NEW COM Stock 166764100 4,402 1,526 53.06 547 54.52 0.2110
2019-04-23 2019-03-31 13F CHEVRON CORP NEW COM Stock 166764100 2,876 0 0.00 354 13.46 0.1409
2019-02-07 2018-12-31 13F CHEVRON CORP NEW COM Stock 166764100 2,876 2,876 312 0.1536
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.