Chevron Corporation
CH ˙ SWX ˙ US1667641005
SecurityCH:CVX / Chevron Corporation
InstitutionLee Financial Co
Latest Disclosed Ownership2,292 shares
Latest Disclosed Value $ 474,254
Lee Financial Co reports 4.32% increase in ownership of CVX / Chevron Corporation

On April 13, 2026 - Lee Financial Co filed a 13F-HR form disclosing ownership of 2,292 shares of Chevron Corporation (CH:CVX) valued at $474,254 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 2,197 shares of Chevron Corporation. This represents a change in shares of 4.32% 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 COM 166764100 2,292 95 4.32 474 41.92 0.0631
2026-01-22 2025-12-31 13F CHEVRON CORP COM 166764100 2,197 -646 -22.72 335 -24.26 0.0452
2025-11-04 2025-09-30 13F CHEVRON CORP COM 166764100 2,843 297 11.67 441 21.15 0.0554
2025-07-24 2025-06-30 13F CHEVRON CORP COM 166764100 2,546 -797 -23.84 365 -34.88 0.0523
2025-05-13 2025-03-31 13F CHEVRON CORP COM 166764100 3,343 -489 -12.76 559 0.72 0.0854
2025-01-30 2024-12-31 13F CHEVRON CORP COM 166764100 3,832 247 6.89 555 5.31 0.0779
2024-11-14 2024-09-30 13F CHEVRON CORP COM 166764100 3,585 349 10.78 528 4.15 0.0750
2024-08-14 2024-06-30 13F CHEVRON CORP COM 166764100 3,236 276 9.32 506 8.58 0.0825
2024-05-15 2024-03-31 13F CHEVRON CORP COM 166764100 2,960 464 18.59 467 25.27 0.0779
2024-02-08 2023-12-31 13F CHEVRON CORP COM 166764100 2,496 -108 -4.15 372 -15.26 0.0653
2023-11-09 2023-09-30 13F CHEVRON CORP COM 166764100 2,604 24 0.93 439 8.40 0.0818
2023-08-08 2023-06-30 13F CHEVRON CORP COM 166764100 2,580 -8 -0.31 406 -4.03 0.0711
2023-05-15 2023-03-31 13F CHEVRON CORP COM 166764100 2,588 151 6.20 422 -3.43 0.0724
2023-02-09 2022-12-31 13F CHEVRON CORP COM 166764100 2,437 -300 -10.96 437 11.20 0.0746
2022-11-02 2022-09-30 13F CHEVRON CORP COM 166764100 2,737 197 7.76 393 6.79 0.0735
2022-08-10 2022-06-30 13F CHEVRON CORP COM 166764100 2,540 207 8.87 368 -3.16 0.0675
2022-05-11 2022-03-31 13F CHEVRON CORP COM 166764100 2,333 78 3.46 380 43.40 0.0680
2022-02-08 2021-12-31 13F CHEVRON CORP COM 166764100 2,255 -347 -13.34 265 0.38 0.0498
2021-11-12 2021-09-30 13F CHEVRON CORP COM 166764100 2,602 593 29.52 264 25.71 0.0546
2021-08-04 2021-06-30 13F CHEVRON CORP COM 166764100 2,009 -106 -5.01 210 -5.41 0.0445
2021-05-13 2021-03-31 13F CHEVRON CORP COM 166764100 2,115 800 60.84 222 100.00 0.0526
2021-02-12 2020-12-31 13F CHEVRON CORP COM 166764100 1,315 0 0.00 111 16.84 0.0288
2020-11-03 2020-09-30 13F CHEVRON CORP COM 166764100 1,315 0 0.00 95 -18.80 0.0265
2020-08-11 2020-06-30 13F CHEVRON CORP COM 166764100 1,315 259 24.53 117 51.95 0.0325
2020-05-07 2020-03-31 13F CHEVRON CORP COM 166764100 1,056 -200 -15.92 77 -49.01 0.0255
2020-02-14 2019-12-31 13F CHEVRON CORP COM 166764100 1,256 0 0.00 151 1.34 0.0326
2019-11-08 2019-09-30 13F CHEVRON CORP COM 166764100 1,256 -308 -19.69 149 -23.59 0.0335
2019-07-30 2019-06-30 13F CHEVRON CORP COM 166764100 1,564 0 0.00 195 1.04 0.0440
2019-04-30 2019-03-31 13F CHEVRON CORP COM 166764100 1,564 183 13.25 193 28.67 0.0452
2019-02-11 2018-12-31 13F CHEVRON CORP COM 166764100 1,381 0 0.00 150 -11.24 0.0402
2018-11-07 2018-09-30 13F CHEVRON CORP COM 166764100 1,381 -718 -34.21 169 -36.23 0.0415
2018-08-14 2018-06-30 13F CHEVRON CORP COM 166764100 2,099 -44 -2.05 265 8.61 0.0625
2018-05-09 2018-03-31 13F CHEVRON CORP COM 166764100 2,143 74 3.58 244 -5.79 0.0619
2018-02-09 2017-12-31 13F CHEVRON CORP COM 166764100 2,069 202 10.82 259 18.26 0.0752
2017-11-07 2017-09-30 13F CHEVRON CORP COM 166764100 1,867 -197 -9.54 219 1.86 0.0707
2017-07-27 2017-06-30 13F CHEVRON CORP COM 166764100 2,064 361 21.20 215 17.49 0.0791
2017-05-09 2017-03-31 13F CHEVRON CORP COM 166764100 1,703 0 0.00 183 -8.50 0.0729
2017-02-14 2016-12-31 13F CHEVRON CORP COM 166764100 1,703 1,703 200 0.1120
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.