Chevron Corporation
CH ˙ SWX ˙ US1667641005
SecurityCH:CVX / Chevron Corporation
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership75,864 shares
Latest Disclosed Value $ 15,696,262
IFP Advisors, Inc reports 40.46% increase in ownership of CVX / Chevron Corporation

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 75,864 shares of Chevron Corporation (CH:CVX) valued at $15,696,262 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 54,013 shares of Chevron Corporation. This represents a change in shares of 40.46% 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)
2026-04-13 2026-03-31 13F CHEVRON cs 166764100 75,864 21,851 40.46 15,696 90.67 0.3255
2026-02-06 2025-12-31 13F CHEVRON CORP cs 166764100 54,013 6,134 12.81 8,232 10.72 0.1848
2026-02-06 2025-09-30 13F/A-1 CHEVRON CORP cs 166764100 47,879 -6,914 -12.62 7,435 -5.23 0.1931
2025-12-02 2025-09-30 13F CHEVRON CORP cs 166764100 47,916 -6,877 7,441 0.1919
2025-07-24 2025-06-30 13F CHEVRON CORP cs 166764100 54,793 -7,716 -12.34 7,846 -24.98 0.2231
2025-05-05 2025-03-31 13F CHEVRON CORP cs 166764100 62,509 8,838 16.47 10,458 34.53 0.3225
2025-02-04 2024-12-31 13F CHEVRON CORP cs 166764100 53,671 4,645 9.47 7,773 7.66 0.2546
2025-02-04 2024-09-30 13F CHEVRON CORP cs 166764100 49,026 12,002 32.42 7,220 24.68 0.2603
2024-07-30 2024-06-30 13F CHEVRON CORP cs 166764100 37,024 -283 -0.76 5,792 -1.60 0.2298
2024-07-30 2024-03-31 13F CHEVRON CORP cs 166764100 37,307 -620 -1.63 5,885 4.03 0.2581
2024-01-09 2023-12-31 13F CHEVRON CORP cs 166764100 37,927 -3,677 -8.84 5,657 -19.36 0.2670
2023-10-12 2023-09-30 13F CHEVRON CORP cs 166764100 41,604 -825 -1.94 7,015 5.08 0.3154
2023-08-14 2023-06-30 13F/A-1 CHEVRON CORP cs 166764100 42,429 8,531 25.17 6,677 85.65 0.2792
2023-08-04 2023-06-30 13F CHEVRON CORP cs 166764100 42,429 8,531 4,502 0.2083
2023-04-18 2023-03-31 13F CHEVRON CORP cs 166764100 33,898 -21,511 -38.82 3,596 71,820.00 0.1565
2023-02-07 2022-12-31 13F CHEVRON CORP cs 166764100 55,409 -5,838 -9.53 6 -99.92 0.1573
2022-11-08 2022-09-30 13F CHEVRON CORP cs 166764100 61,247 5,073 9.03 6,525 8.91 0.1701
2022-09-06 2022-06-30 13F/A-1 CHEVRON CORP cs 166764100 56,174 0 0.00 5,991 0.00 0.1921
2022-09-06 2022-03-31 13F/A-1 CHEVRON CORP cs 166764100 56,174 22,375 66.20 5,991 49.55 0.1921
2022-08-08 2022-03-31 13F CHEVRON CORP NEW COM Stock 166764100 39,243 5,444 4,210 0.0859
2022-01-12 2021-12-31 13F CHEVRON CORP NEW COM Stock 166764100 33,799 -5,135 -13.19 4,006 0.60 0.0783
2021-10-06 2021-09-30 13F CHEVRON CORP NEW COM Stock 166764100 38,934 1,066 2.82 3,982 0.56 0.0796
2021-07-13 2021-06-30 13F CHEVRON CORP NEW COM Stock 166764100 37,868 8,153 27.44 3,960 27.05 0.0820
2021-04-30 2021-03-31 13F CHEVRON CORP NEW COM Stock 166764100 29,715 4,168 16.32 3,117 44.98 0.0607
2021-01-25 2020-12-31 13F CHEVRON CORP NEW COM Stock 166764100 25,547 766 3.09 2,150 20.52 0.0871
2020-10-29 2020-09-30 13F CHEVRON CORP NEW COM Stock 166764100 24,781 3,808 18.16 1,784 -3.04 0.1065
2020-08-05 2020-06-30 13F CHEVRON CORP NEW COM Stock 166764100 20,973 588 2.88 1,840 18.79 0.1458
2020-05-12 2020-03-31 13F CHEVRON CORP NEW COM Stock 166764100 20,385 -7,439 -26.74 1,549 -53.76 0.1563
2020-01-17 2019-12-31 13F CHEVRON CORP NEW COM Stock 166764100 27,824 -12,322 -30.69 3,350 -29.75 0.2518
2019-11-07 2019-09-30 13F CHEVRON CORP NEW COM Stock 166764100 40,146 19,364 93.18 4,769 86.65 0.3195
2019-05-15 2019-03-31 13F CHEVRON Stock 166764100 20,782 -41,334 -66.54 2,555 -62.14 0.3488
2019-06-03 2018-12-31 13F/A-10 CHEVRON CORP NEW COM Stock 166764100 62,116 -13,523 -17.88 6,749 -27.03 0.4114
2019-01-23 2018-12-31 13F CHEVRON CORP NEW COM Stock 166764100 62,116 -13,523 6,749 0.4114
2019-06-03 2018-09-30 13F/A-9 CHEVRON CORP NEW COM Stock 166764100 75,639 -3,545 -4.48 9,249 -7.61 0.3770
2018-10-25 2018-09-30 13F CHEVRON CORP NEW COM Stock 166764100 75,639 -3,545 9,249 0.3770
2019-06-03 2018-06-30 13F/A-8 CHEVRON CORP NEW COM Stock 166764100 79,184 -2,871 -3.50 10,011 -2.54 0.4210
2018-08-07 2018-06-30 13F CHEVRON CORP NEW COM Stock 166764100 79,184 3,165 10,011
2019-06-03 2018-03-31 13F/A-7 CHEVRON CORP NEW COM Stock 166764100 82,055 0 0.00 10,272 0.00 0.4656
2018-05-09 2018-03-31 13F CHEVRON CORP NEW COM Stock 166764100 76,019 -6,036 8,669
2019-06-03 2017-12-31 13F/A-6 CHEVRON CORP NEW COM Stock 166764100 82,055 -59,473 -42.02 10,272 -38.23 0.4656
2018-01-24 2017-12-31 13F CHEVRON CORP NEW COM Stock 166764100 82,055 -59,473 10,272
2017-10-30 2017-09-30 13F CHEVRON CORP NEW COM Stock 166764100 141,528 -81 -0.06 16,630 12.56 0.6603
2019-06-03 2017-06-30 13F/A-5 CHEVRON CORP NEW COM Stock 166764100 141,609 -3,852 -2.65 14,774 -5.40 0.6263
2017-07-31 2017-06-30 13F CHEVRON CORP NEW COM Stock 166764100 141,609 -3,852 14,774
2019-06-03 2017-03-31 13F/A-4 CHEVRON CORP NEW COM Stock 166764100 145,461 -7,360 -4.82 15,618 -13.17 0.6802
2017-04-26 2017-03-31 13F CHEVRON CORP NEW COM Stock 166764100 145,461 -7,360 15,618
2019-06-03 2016-12-31 13F/A-3 CHEVRON CORP NEW COM Stock 166764100 152,821 20,616 15.59 17,987 32.19 0.8680
2017-02-14 2016-12-31 13F CHEVRON CORP NEW COM Stock 166764100 152,821 20,616 17,987
2016-11-04 2016-09-30 13F CHEVRON CORP NEW COM Stock 166764100 132,205 -9,797 -6.90 13,607 -8.59 0.7075
2019-06-03 2016-06-30 13F/A-2 CHEVRON CORP NEW COM Stock 166764100 142,002 121,220 583.29 14,886 482.62 0.8311
2016-08-22 2016-06-30 13F CHEVRON CORP NEW COM Stock 166764100 142,002 121,220 14,886
2019-06-03 2016-03-31 13F/A-1 CHEVRON Stock 166764100 20,782 -111,597 -84.30 2,555 -78.55 0.3488
2016-05-02 2016-03-31 13F CHEVRON CORP NEW COM Stock 166764100 140,662 8,283 13,419
2016-02-11 2015-12-31 13F CHEVRON CORP NEW COM Stock 166764100 132,379 132,379 11,909 0.7994
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.