Chevron Corporation
CH ˙ SWX ˙ US1667641005
SecurityCH:CVX / Chevron Corporation
InstitutionLandaas & Co /wi /adv
Latest Disclosed Ownership1,702 shares
Latest Disclosed Value $ 352,054
Landaas & Co /wi /adv reports 8.82% increase in ownership of CVX / Chevron Corporation

On April 30, 2026 - Landaas & Co /wi /adv filed a 13F-HR form disclosing ownership of 1,702 shares of Chevron Corporation (CH:CVX) valued at $352,054 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 1,564 shares of Chevron Corporation. This represents a change in shares of 8.82% 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)
2026-04-30 2026-03-31 13F CHEVRON COM 166764100 1,702 138 8.82 352 47.90 0.0772
2026-01-21 2025-12-31 13F CHEVRON CORP COM 166764100 1,564 0 0.00 238 -2.06 0.0525
2025-11-04 2025-09-30 13F CHEVRON CORP NEW COM COM 166764100 1,564 0 0.00 243 8.48 0.0552
2025-08-11 2025-06-30 13F CHEVRON CORP NEW COM COM 166764100 1,564 0 0.00 224 -14.50 0.0535
2025-05-02 2025-03-31 13F CHEVRON CORP NEW COM COM 166764100 1,564 0 0.00 262 15.42 0.0724
2025-02-27 2024-12-31 13F CHEVRON CORP NEW COM COM 166764100 1,564 -84 -5.10 227 -6.58 0.0629
2024-11-12 2024-09-30 13F CHEVRON CORP NEW COM COM 166764100 1,648 0 0.00 243 -5.81 0.0677
2024-08-13 2024-06-30 13F CHEVRON CORP NEW COM COM 166764100 1,648 0 0.00 258 -0.77 0.0786
2024-05-09 2024-03-31 13F CHEVRON CORP NEW COM COM 166764100 1,648 10 0.61 260 6.56 0.0846
2024-02-12 2023-12-31 13F CHEVRON CORP NEW COM COM 166764100 1,638 0 0.00 244 -11.59 0.0905
2023-11-13 2023-09-30 13F CHEVRON CORP NEW COM COM 166764100 1,638 0 0.00 276 6.98 0.1198
2023-08-03 2023-06-30 13F CHEVRON CORP NEW COM COM 166764100 1,638 -367 -18.30 258 -21.10 0.1138
2023-05-10 2023-03-31 13F CHEVRON CORP NEW COM COM 166764100 2,005 0 0.00 327 -9.17 0.1595
2023-02-15 2022-12-31 13F CHEVRON CORP NEW COM COM 166764100 2,005 -325 -13.95 360 7.46 0.1982
2022-11-14 2022-09-30 13F CHEVRON CORP NEW COM COM 166764100 2,330 0 0.00 335 -0.59 0.2127
2022-08-09 2022-06-30 13F CHEVRON CORP NEW COM COM 166764100 2,330 -159 -6.39 337 15.41 0.2080
2022-05-09 2022-03-31 13F CHEVRON CORP NEW COM COM 166764100 2,489 0 0.00 292 0.00 0.1553
2022-03-03 2021-12-31 13F CHEVRON CORP NEW COM COM 166764100 2,489 0 0.00 292 15.42 0.1553
2021-11-12 2021-09-30 13F CHEVRON CORP NEW COM COM 166764100 2,489 0 0.00 253 -3.07 0.1455
2021-08-17 2021-06-30 13F CHEVRON CORP NEW COM COM 166764100 2,489 0 0.00 261 0.00 0.1460
2021-05-11 2021-03-31 13F CHEVRON CORP NEW COM COM 166764100 2,489 0 0.00 261 24.29 0.1560
2021-02-16 2020-12-31 13F CHEVRON CORP NEW COM COM 166764100 2,489 -1,448 -36.78 210 -25.80 0.1426
2020-11-06 2020-09-30 13F CHEVRON CORP NEW COM COM 166764100 3,937 -108 -2.67 283 -21.61 0.2147
2020-08-04 2020-06-30 13F CHEVRON CORP NEW COM COM 166764100 4,045 -42 -1.03 361 4.34 0.2869
2020-05-05 2020-03-31 13F CHEVRON CORP COM 166764100 4,087 -205 -4.78 346 -33.08 0.2919
2020-02-13 2019-12-31 13F CHEVRON CORP COM 166764100 4,292 563 15.10 517 16.97 0.3612
2019-10-30 2019-09-30 13F CHEVRON CORP COM 166764100 3,729 0 0.00 442 -4.74 0.3231
2019-07-29 2019-06-30 13F CHEVRON CORP COM 166764100 3,729 0 0.00 464 1.09 0.3306
2019-04-19 2019-03-31 13F/A-1 CHEVRON CORP COM 166764100 3,729 616 19.79 459 35.40 0.3321
2019-04-18 2019-03-31 13F CHEVRON CORP COM 166764100 459 -2,654 459
2019-02-04 2018-12-31 13F CHEVRON COM 166764100 3,113 0 0.00 339 -11.02 0.2806
2018-11-14 2018-09-30 13F CHEVRON CORP COM 166764100 3,113 0 0.00 381 -3.30 0.2959
2018-08-07 2018-06-30 13F CHEVRON CORP NEW COM COM 166764100 3,113 0 0.00 394 10.99 0.3148
2018-05-14 2018-03-31 13F CHEVRON CORP NEW COM COM 166764100 3,113 257 9.00 355 -0.84 0.3578
2018-02-06 2017-12-31 13F CHEVRON CORP NEW COM COM 166764100 2,856 -622 -17.88 358 -12.47 0.3088
2017-11-14 2017-09-30 13F CHEVRON CORP NEW COM COM 166764100 3,478 3,478 409 0.3597
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.