Chevron Corporation
CH ˙ SWX ˙ US1667641005
SecurityCH:CVX / Chevron Corporation
InstitutionCerity Partners LLC
Latest Disclosed Ownership1,251,179 shares
Latest Disclosed Value $ 258,851,997
Cerity Partners LLC reports 3.88% increase in ownership of CVX / Chevron Corporation

On May 15, 2026 - Cerity Partners LLC filed a 13F-HR form disclosing ownership of 1,251,179 shares of Chevron Corporation (CH:CVX) valued at $258,851,997 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 1,204,393 shares of Chevron Corporation. This represents a change in shares of 3.88% 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)
2026-05-15 2026-03-31 13F CHEVRON COM 166764100 1,251,179 46,786 3.88 258,852 41.02 0.1817
2026-02-11 2025-12-31 13F CHEVRON CORP COM 166764100 1,204,393 -81,432 -6.33 183,562 -8.07 0.2675
2025-10-22 2025-09-30 13F CHEVRON CORP COM 166764100 1,285,825 62,400 5.10 199,674 13.98 0.3238
2025-08-13 2025-06-30 13F CHEVRON CORP Stock 166764100 1,223,425 -21,793 -1.75 175,185 -15.90 0.3124
2025-04-30 2025-03-31 13F CHEVRON CORP COM 166764100 1,245,218 39,471 3.27 208,313 19.16 0.4220
2025-02-13 2024-12-31 13F CHEVRON CORP COM 166764100 1,205,747 52,307 4.53 174,817 2.91 0.3792
2024-11-12 2024-09-30 13F CHEVRON CORP COM 166764100 1,153,440 41,178 3.70 169,867 -2.36 0.3761
2024-08-13 2024-06-30 13F CHEVRON CORP COM 166764100 1,112,262 -504 -0.05 173,980 -1.49 0.4581
2024-05-14 2024-03-31 13F CHEVRON CORP Equities 166764100 1,112,766 -391,940 -26.05 176,610 17.48 0.4664
2024-01-26 2023-12-31 13F CHEVRON CORP Equity 166764100 1,504,706 569,980 60.98 150,331 -4.62 0.4939
2023-11-14 2023-09-30 13F CHEVRON CORP COM 166764100 934,726 -71,645 -7.12 157,613 -0.47 0.7665
2023-08-14 2023-06-30 13F CHEVRON CORP COM 166764100 1,006,371 12,518 1.26 158,352 -29.46 0.6167
2023-05-11 2023-03-31 13F CHEVRON CORP Equities 166764100 993,853 130,325 15.09 224,471 43.45 0.5293
2023-02-15 2022-12-31 13F CHEVRON CORP COM 166764100 863,528 492,600 132.80 156,485 193.64 1.0022
2022-11-14 2022-09-30 13F CHEVRON CORP Equities 166764100 370,928 503 0.14 53,292 -0.63 0.6406
2022-08-10 2022-06-30 13F CHEVRON CORP COM 166764100 370,425 237,177 178.00 53,630 160.96 0.5928
2022-04-25 2022-03-31 13F CHEVRON CORP Stock 166764100 133,248 -5,905 -4.24 20,551 33.18 0.3193
2022-02-14 2021-12-31 13F CHEVRON CORP Stock 166764100 139,153 28,719 26.01 15,431 37.73 0.2348
2021-10-25 2021-09-30 13F Chevron Stock 166764100 110,434 2,543 2.36 11,204 -0.85 0.2465
2021-08-11 2021-06-30 13F CHEVRON CORP Stock 166764100 107,891 1,320 1.24 11,300 1.18 0.2473
2021-08-11 2021-03-31 13F/A-1 CHEVRON CORP Stock 166764100 106,571 24,950 30.57 11,168 62.00 0.2653
2021-05-12 2021-03-31 13F CHEVRON CORP Stock 166764100 37,414 -44,207 3,921 0.1161
2021-02-11 2020-12-31 13F CHEVRON CORP Stock 166764100 81,621 -4,269 -4.97 6,894 11.48 0.2210
2020-11-12 2020-09-30 13F CHEVRON CORP Common Stock 166764100 85,890 17,778 26.10 6,184 1.74 0.2544
2020-08-17 2020-06-30 13F/A-1 CHEVRON CORP COM 166764100 68,112 -1,797 -2.57 6,078 19.98 0.3358
2020-08-14 2020-06-30 13F CHEVRON CORP COM 166764100 68,396 -1,513 6,104 336,650.1982
2020-05-14 2020-03-31 13F CHEVRON CORP COM 166764100 69,909 -6,233 -8.19 5,066 -44.78 0.3190
2020-02-14 2019-12-31 13F CHEVRON CORP COM 166764100 76,142 204 0.27 9,175 1.87 0.4677
2019-10-30 2019-09-30 13F CHEVRON CORP COM 166764100 75,938 4,727 6.64 9,007 1.65 0.5287
2019-08-14 2019-06-30 13F CHEVRON CORP COM 166764100 71,211 31,391 78.83 8,861 80.65 0.5587
2019-05-14 2019-03-31 13F CHEVRON CORP COM 166764100 39,820 3,479 9.57 4,905 24.05 0.3302
2019-02-06 2018-12-31 13F CHEVRON CORP COM 166764100 36,341 3,357 10.18 3,954 -1.96 0.2648
2018-11-15 2018-09-30 13F CHEVRON CORP COM 166764100 32,984 -51 -0.15 4,033 -3.45 0.2793
2018-08-15 2018-06-30 13F CHEVRON CORP COM 166764100 33,035 2,087 6.74 4,177 18.36 0.3086
2018-05-15 2018-03-31 13F CHEVRON CORP COM 166764100 30,948 -12,254 -28.36 3,529 -34.74 0.2699
2018-02-14 2017-12-31 13F CHEVRON CORP COM 166764100 43,202 797 1.88 5,408 8.53 0.3629
2017-11-13 2017-09-30 13F CHEVRON CORP COM 166764100 42,405 -38,876 -47.83 4,983 -28.18 0.3527
2017-08-10 2017-06-30 13F CHEVRON CORP COM 166764100 81,281 42,546 109.84 6,938 66.82 0.5811
2017-05-02 2017-03-31 13F CHEVRON CORP COM 166764100 38,735 25,691 196.96 4,159 170.94 0.3472
2017-02-13 2016-12-31 13F CHEVRON CORP COM 166764100 13,044 13,044 1,535 2.1124
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.