Chevron Corporation
CH ˙ SWX ˙ US1667641005
SecurityCH:CVX / Chevron Corporation
InstitutionInteractive Financial Advisors
Latest Disclosed Ownership1,582 shares
Latest Disclosed Value $ 327,316
Interactive Financial Advisors reports 5.89% increase in ownership of CVX / Chevron Corporation

On April 28, 2026 - Interactive Financial Advisors filed a 13F-HR form disclosing ownership of 1,582 shares of Chevron Corporation (CH:CVX) valued at $327,316 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 1,494 shares of Chevron Corporation. This represents a change in shares of 5.89% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-28 2026-03-31 13F CHEVRON COM 166764100 1,582 88 5.89 327 44.05 0.2141
2026-02-09 2025-12-31 13F CHEVRON CORP COM 166764100 1,494 16 1.08 228 -0.87 0.1471
2025-10-29 2025-09-30 13F CHEVRON CORP COM 166764100 1,478 0 0.00 230 8.53 0.1241
2025-07-29 2025-06-30 13F CHEVRON CORP COM 166764100 1,478 2 0.14 212 -14.23 0.1032
2025-04-29 2025-03-31 13F CHEVRON CORP COM 166764100 1,476 0 0.00 247 15.49 0.1304
2025-02-06 2024-12-31 13F CHEVRON CORP COM 166764100 1,476 0 0.00 214 -1.84 0.1120
2024-10-30 2024-09-30 13F CHEVRON CORP COM 166764100 1,476 0 0.00 217 -5.65 0.1119
2024-08-02 2024-06-30 13F CHEVRON CORP COM 166764100 1,476 0 0.00 231 -0.86 0.1272
2024-05-03 2024-03-31 13F CHEVRON CORP COM 166764100 1,476 -900 -37.88 233 -30.12 0.1287
2024-02-05 2023-12-31 13F CHEVRON CORP COM 166764100 2,376 1,140 92.23 333 59.62 0.1782
2023-10-26 2023-09-30 13F CHEVRON CORP COM 166764100 1,236 1,236 208 0.1405
2023-08-01 2023-06-30 13F CHEVRON CORP COM 166764100 0 -1,236 -100.00 0 -100.00
2023-04-27 2023-03-31 13F CHEVRON CORP COM 166764100 1,236 0 0.00 202 -9.05 0.1293
2023-02-08 2022-12-31 13F CHEVRON CORP COM 166764100 1,236 0 0.00 222 24.16 0.1330
2022-11-14 2022-09-30 13F CHEVRON CORP C 166764100 1,236 0 0.00 178 -0.56 0.1033
2022-08-10 2022-06-30 13F CHEVRON CORP C 166764100 1,236 0 0.00 179 -10.95 0.0900
2022-05-09 2022-03-31 13F CHEVRON CORP C 166764100 1,236 0 0.00 201 38.62 0.0941
2022-02-11 2021-12-31 13F CHEVRON CORP C 166764100 1,236 0 0.00 145 16.00 0.0553
2021-11-09 2021-09-30 13F CHEVRON CORP C 166764100 1,236 0 0.00 125 -3.10 0.0546
2021-07-30 2021-06-30 13F CHEVRON CORP C 166764100 1,236 0 0.00 129 -0.77 0.0525
2021-05-11 2021-03-31 13F CHEVRON CORP C 166764100 1,236 0 0.00 130 25.00 0.0545
2021-01-21 2020-12-31 13F CHEVRON CORP C 166764100 1,236 0 0.00 104 16.85 0.0473
2020-10-29 2020-09-30 13F CHEVRON CORP C 166764100 1,236 0 0.00 89 -19.09 0.0442
2020-07-27 2020-06-30 13F CHEVRON CORP C 166764100 1,236 0 0.00 110 22.22 0.0542
2020-05-05 2020-03-31 13F CHEVRON CORP C 166764100 1,236 0 0.00 90 -39.60 0.0795
2020-01-27 2019-12-31 13F CHEVRON CORP C 166764100 1,236 0 0.00 149 1.36 0.0671
2019-10-24 2019-09-30 13F CHEVRON CORP C 166764100 1,236 0 0.00 147 -4.55 0.0676
2019-07-17 2019-06-30 13F CHEVRON CORP C 166764100 1,236 0 0.00 154 1.32 0.0706
2019-06-11 2019-03-31 13F/A-1 CHEVRON CORP C 166764100 1,236 1,236 152 0.0732
2019-05-06 2019-03-31 13F CHEVRON CORP C 166764100 1,236 1,236 152 0.0732
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.