Chevron Corporation
CH ˙ SWX ˙ US1667641005
SecurityCH:CVX / Chevron Corporation
InstitutionSofos Investments, Inc.
Latest Disclosed Ownership3,774 shares
Latest Disclosed Value $ 780,876
Sofos Investments, Inc. reports 796.44% increase in ownership of CVX / Chevron Corporation

On May 8, 2026 - Sofos Investments, Inc. filed a 13F-HR form disclosing ownership of 3,774 shares of Chevron Corporation (CH:CVX) valued at $780,876 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 421 shares of Chevron Corporation. This represents a change in shares of 796.44% 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)
2026-05-08 2026-03-31 13F CHEVRON CORP COMMON STOCK 166764100 3,774 3,353 796.44 781 1,118.75 0.1390
2026-02-13 2025-12-31 13F CHEVRON CORP COMMON STOCK 166764100 421 -20 -4.54 64 -5.88 0.0124
2025-11-14 2025-09-30 13F CHEVRON CORP COMMON STOCK 166764100 441 -3,172 -87.79 69 -88.74 0.0136
2025-04-30 2025-03-31 13F CHEVRON CORP COMMON STOCK 166764100 3,613 3,530 4,253.01 604 4,933.33 0.1318
2024-08-06 2024-06-30 13F CHEVRON CORP COMMON STOCK 166764100 83 -65 -43.92 13 -45.45 0.0032
2024-06-26 2024-03-31 13F/A-1 CHEVRON CORP COM 166764100 148 1 0.68 22 0.00 0.0063
2024-05-13 2024-03-31 13F Chevron Ordinary Shares COM 166764100 238 91 38 0.0096
2024-06-26 2023-12-31 13F/A-1 CHEVRON COMMON STOCK 166764100 147 -522 -78.03 22 -96.41 0.0063
2024-02-15 2023-12-31 13F CHEVRON CORP COMMON STOCK 166764100 669 0 613 0.0068
2023-11-16 2023-09-30 13F CHEVRON CORP COMMON STOCK 166764100 669 455 212.62 613 2,814.29 0.0068
2023-08-09 2023-06-30 13F CHEVRON CORP COM 166764100 214 51 31.29 22 90.91 0.0591
2023-05-12 2023-03-31 13F CHEVRON CORP Domestic Equities 166764100 163 -16 -8.94 12 -21.43 0.3563
2023-02-15 2022-12-31 13F CHEVRON CORP Domestic Equities 166764100 179 -3,277 -94.82 15 16.67 0.0776
2022-11-03 2022-09-30 13F CHEVRON CORP Domestic Equities 166764100 3,456 -2,489 -41.87 12 0.00 0.4061
2022-08-05 2022-06-30 13F CHEVRON CORP Stock 166764100 5,945 2,196 58.58 12 33.33 0.3865
2022-05-13 2022-03-31 13F CHEVRON CORP Stock 166764100 3,749 3,515 1,502.14 9 0.2585
2022-02-11 2021-12-31 13F CHEVRON CORP Stock 166764100 234 233 23,300.00 0 0.0031
2021-11-12 2021-09-30 13F CHEVRON CORP Stock 166764100 1 -105 -99.06 0 0.0475
2021-08-11 2021-06-30 13F CHEVRON CORP Stock 166764100 106 105 10,500.00 0 0.0416
2021-05-17 2021-03-31 13F CHEVRON CORP Stock 166764100 1 0 0.00 0 0.0025
2021-02-16 2020-12-31 13F CHEVRON CORP COMSTOCK 166764100 1 1 0 0.0000
2020-08-13 2020-06-30 13F CHEVRON CORP COMSTOCK 166764100 0 -166 -100.00 0 -100.00
2020-05-12 2020-03-31 13F CHEVRON CORP COMSTOCK 166764100 166 -92 -35.66 10 -92.81 0.0312
2020-02-28 2019-12-31 13F CHEVRON CORPORATION COM COM 166764100 258 106 69.74 139 672.22 0.0958
2019-10-15 2019-09-30 13F CHEVRON CORP NEW COM Stock 166764100 152 -24 -13.64 18 -18.18 0.0155
2019-07-26 2019-06-30 13F CHEVRON CORP NEW COM Stock 166764100 176 36 25.71 22 22.22 0.0181
2019-04-19 2019-03-31 13F CHEVRON CORP NEW COM Stock 166764100 140 -203 -59.18 18 -52.63 0.0146
2018-10-31 2018-09-30 13F CHEVRON CORP NEW COM Stock 166764100 343 -45 -11.60 38 -20.83 0.0398
2018-08-14 2018-06-30 13F CHEVRON CORP NEW COM Stock 166764100 388 48 14.12 48 11.63 0.0450
2018-05-23 2018-03-31 13F CHEVRON CORP NEW COM Stock 166764100 340 340 43 0.0440
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.