Chevron Corporation
CH ˙ SWX ˙ US1667641005
SecurityCH:CVX / Chevron Corporation
InstitutionBroderick Brian C
Latest Disclosed Ownership28,093 shares
Latest Disclosed Value $ 5,812,441
Broderick Brian C reports 4.99% increase in ownership of CVX / Chevron Corporation

On May 7, 2026 - Broderick Brian C filed a 13F-HR form disclosing ownership of 28,093 shares of Chevron Corporation (CH:CVX) valued at $5,812,441 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 26,758 shares of Chevron Corporation. This represents a change in shares of 4.99% 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.

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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)
2026-05-07 2026-03-31 13F CHEVRON COM 166764100 28,093 1,335 4.99 5,812 42.52 0.2153
2026-02-13 2025-12-31 13F CHEVRON COM 166764100 26,758 0 0.00 4,078 -1.85 0.7709
2025-11-10 2025-09-30 13F CHEVRON COM 166764100 26,758 -217 -0.80 4,155 7.59 0.7893
2025-07-23 2025-06-30 13F CHEVRON COM 166764100 26,975 -2,345 -8.00 3,863 -21.25 0.7636
2025-04-18 2025-03-31 13F CHEVRON COM 166764100 29,320 -150 -0.51 4,905 14.90 0.9991
2025-02-13 2024-12-31 13F CHEVRON COM 166764100 29,470 2,420 8.95 4,268 7.16 0.8371
2024-11-06 2024-09-30 13F CHEVRON COM 166764100 27,050 0 0.00 3,984 -5.86 0.7798
2024-08-12 2024-06-30 13F CHEVRON COM 166764100 27,050 265 0.99 4,231 0.14 0.8638
2024-05-06 2024-03-31 13F CHEVRON COM 166764100 26,785 -781 -2.83 4,225 2.77 0.9024
2024-02-14 2023-12-31 13F CHEVRON COM 166764100 27,566 1,449 5.55 4,112 -6.63 1.0263
2023-11-14 2023-09-30 13F CHEVRON COM 166764100 26,117 605 2.37 4,404 9.69 1.2134
2023-08-11 2023-06-30 13F CHEVRON COM 166764100 25,512 -95 -0.37 4,014 -3.93 1.0591
2023-05-10 2023-03-31 13F CHEVRON COM 166764100 25,607 -175 -0.68 4,178 -9.70 1.1728
2023-02-09 2022-12-31 13F CHEVRON COM 166764100 25,782 -172 -0.66 4,628 24.08 1.3728
2022-11-08 2022-09-30 13F CHEVRON COM 166764100 25,954 -284 -1.08 3,729 -1.82 1.1654
2022-07-19 2022-06-30 13F CHEVRON COM 166764100 26,238 -1,337 -4.85 3,798 -15.41 1.1518
2022-05-17 2022-03-31 13F CHEVRON COM 166764100 27,575 84 0.31 4,490 39.14 1.1471
2022-02-08 2021-12-31 13F CHEVRON COM 166764100 27,491 300 1.10 3,227 16.96 0.7760
2021-11-10 2021-09-30 13F CHEVRON COM 166764100 27,191 -1 -0.00 2,759 -3.12 0.7364
2021-08-09 2021-06-30 13F CHEVRON COM 166764100 27,192 -920 -3.27 2,848 -3.36 0.7565
2021-05-17 2021-03-31 13F CHEVRON COM 166764100 28,112 -922 -3.18 2,947 20.14 0.8481
2021-02-16 2020-12-31 13F CHEVRON COM 166764100 29,034 -3,254 -10.08 2,453 5.55 0.7283
2020-10-28 2020-09-30 13F CHEVRON COM 166764100 32,288 -14,325 -30.73 2,324 -44.12 0.7396
2020-07-28 2020-06-30 13F CHEVRON COM 166764100 46,613 2,635 5.99 4,159 30.54 1.3849
2020-05-07 2020-03-31 13F CHEVRON COM 166764100 43,978 2,129 5.09 3,186 -36.82 1.2605
2020-01-15 2019-12-31 13F CHEVRON COM 166764100 41,849 2,592 6.60 5,043 8.31 1.6337
2019-11-04 2019-09-30 13F CHEVRON COM 166764100 39,257 7,994 25.57 4,656 19.66 1.6017
2019-07-24 2019-06-30 13F CHEVRON COM 166764100 31,263 127 0.41 3,891 1.46 1.3612
2019-04-29 2019-03-31 13F CHEVRON COM 166764100 31,136 14,673 89.13 3,835 114.01 1.3700
2019-01-24 2018-12-31 13F CHEVRON COM 166764100 16,463 2,503 17.93 1,792 4.92 0.7540
2018-10-15 2018-09-30 13F CHEVRON COM 166764100 13,960 640 4.80 1,708 1.43 0.5793
2018-07-30 2018-06-30 13F CHEVRON COM 166764100 13,320 -721 -5.13 1,684 5.18 0.6156
2018-04-24 2018-03-31 13F CHEVRON COM 166764100 14,041 0 0.00 1,601 -8.93 0.6003
2018-02-02 2017-12-31 13F CHEVRON COM 166764100 14,041 -300 -2.09 1,758 4.33 0.6417
2017-10-26 2017-09-30 13F CHEVRON COM 166764100 14,341 -155 -1.07 1,685 11.44 0.6080
2017-07-21 2017-06-30 13F CHEVRON COM 166764100 14,496 0 0.00 1,512 -2.83 0.5594
2017-05-16 2017-03-31 13F CHEVRON COM 166764100 14,496 -250 -1.70 1,556 -10.32 0.6347
2017-02-14 2016-12-31 13F CHEVRON Common Stock 166764100 14,746 -395 -2.61 1,735 11.29 0.7518
2016-11-16 2016-09-30 13F CHEVRON Common Stock 166764100 15,141 -2,110 -12.23 1,559 -13.77 0.6644
2016-08-08 2016-06-30 13F CHEVRON Common Stock 166764100 17,251 -2,203 -11.32 1,808 -2.53 0.7606
2016-05-27 2016-03-31 13F CHEVRON Common Stock 166764100 19,454 -2,646 -11.97 1,855 -6.74 0.8032
2016-02-12 2015-12-31 13F CHEVRON Common Stock 166764100 22,100 -23,368 -51.39 1,989 -44.55 0.8901
2015-11-13 2015-09-30 13F CHEVRON Common Stock 166764100 45,468 -196 -0.43 3,587 -18.57 1.6614
2015-08-10 2015-06-30 13F CHEVRON Common Stock 166764100 45,664 -752 -1.62 4,405 -9.59 1.8764
2015-05-22 2015-03-31 13F CHEVRON Common Stock 166764100 46,416 -1,953 -4.04 4,872 -10.21 2.0215
2015-02-13 2014-12-31 13F CHEVRON Common Stock 166764100 48,369 -1,248 -2.52 5,426 -8.36 2.2988
2014-11-24 2014-09-30 13F CHEVRON Common Stock 166764100 49,617 1,402 2.91 5,921 -5.94 2.6342
2014-07-23 2014-06-30 13F CHEVRON Common Stock 166764100 48,215 -770 -1.57 6,295 8.07 2.8821
2014-05-29 2014-03-31 13F CHEVRON Common Stock 166764100 48,985 126 0.26 5,825 -4.57 2.8636
2014-02-27 2013-12-31 13F CHEVRON Common Stock 166764100 48,859 -148 -0.30 6,104 2.52 3.0388
2013-11-18 2013-09-30 13F CHEVRON Common Stock 166764100 49,007 2,062 4.39 5,954 7.16 3.3205
2013-08-16 2013-06-30 13F CHEVRON CORP Common Stock 166764100 46,945 557 1.20 5,556 0.80 3.3231
2013-08-16 2013-03-31 13F CHEVRON CORP Common Stock 166764100 46,388 1,718 3.85 5,512 14.10 3.2707
2013-08-16 2012-12-31 13F CHEVRON CORP Common Stock 166764100 44,670 44,670 4,831 3.4236
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.