Chevron Corporation
CH ˙ SWX ˙ US1667641005
SecurityCH:CVX / Chevron Corporation
InstitutionLevel Four Advisory Services, Llc
Latest Disclosed Ownership54,330 shares
Latest Disclosed Value $ 11,241,984
Level Four Advisory Services, Llc reports 8.46% increase in ownership of CVX / Chevron Corporation

On May 14, 2026 - Level Four Advisory Services, Llc filed a 13F-HR form disclosing ownership of 54,330 shares of Chevron Corporation (CH:CVX) valued at $11,241,984 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 50,091 shares of Chevron Corporation. This represents a change in shares of 8.46% 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)
2026-05-14 2026-03-31 13F CHEVRON COM 166764100 54,330 4,239 8.46 11,242 47.25 0.3690
2026-02-13 2025-12-31 13F CHEVRON CORP COM 166764100 50,091 1,378 2.83 7,634 0.93 0.2498
2025-11-12 2025-09-30 13F CHEVRON CORP COM 166764100 48,713 4,394 9.91 7,565 19.19 0.2590
2025-08-13 2025-06-30 13F CHEVRON CORP COM 166764100 44,319 -659 -1.47 6,346 -15.66 0.2339
2025-05-14 2025-03-31 13F CHEVRON CORP COM 166764100 44,978 -193 -0.43 7,524 15.01 0.3094
2025-02-12 2024-12-31 13F CHEVRON CORP COM 166764100 45,171 -3,509 -7.21 6,543 -9.69 0.2674
2024-11-14 2024-09-30 13F CHEVRON CORP COM 166764100 48,680 1,141 2.40 7,245 -2.58 0.3050
2024-08-09 2024-06-30 13F CHEVRON CORP COM 166764100 47,539 7,312 18.18 7,436 23.93 0.3352
2024-05-13 2024-03-31 13F CHEVRON CORP COM 166764100 40,227 0 0.00 6,000 0.00 0.3297
2024-02-08 2023-12-31 13F CHEVRON CORP COM 166764100 40,227 1,498 3.87 6,000 -8.12 0.3366
2023-11-13 2023-09-30 13F CHEVRON CORP COM 166764100 38,729 -3,041 -7.28 6,531 -0.64 0.4210
2023-07-10 2023-06-30 13F CHEVRON CORP COM 166764100 41,770 -2,206 -5.02 6,573 -8.40 0.3949
2023-06-05 2023-03-31 13F CHEVRON CORP COM 166764100 43,976 5,347 13.84 7,175 3.49 0.4706
2023-02-13 2022-12-31 13F CHEVRON CORP COM 166764100 38,629 11,551 42.66 6,934 78.23 0.5147
2022-11-07 2022-09-30 13F CHEVRON CORP COM 166764100 27,078 -5,591 -17.11 3,890 -17.76 0.3781
2022-08-08 2022-06-30 13F CHEVRON CORP COM 166764100 32,669 -6,571 -16.75 4,730 -25.97 0.4461
2022-05-10 2022-03-31 13F CHEVRON CORP COM 166764100 39,240 3,113 8.62 6,389 50.68 0.5005
2022-02-11 2021-12-31 13F CHEVRON CORP COM 166764100 36,127 14,934 70.47 4,240 97.21 0.3233
2021-10-12 2021-09-30 13F CHEVRON CORP COM 166764100 21,193 1,998 10.41 2,150 6.97 0.2236
2021-08-09 2021-06-30 13F CHEVRON CORP COM 166764100 19,195 -44 -0.23 2,010 -0.30 0.1390
2021-05-10 2021-03-31 13F CHEVRON CORP COM 166764100 19,239 875 4.76 2,016 29.98 0.1566
2021-02-10 2020-12-31 13F CHEVRON CORP COM 166764100 18,364 -1,254 -6.39 1,551 9.84 0.1245
2020-11-02 2020-09-30 13F CHEVRON CORP COM 166764100 19,618 1,918 10.84 1,412 -10.52 0.1088
2020-08-17 2020-06-30 13F/A-1 CHEVRON CORP COM 166764100 17,700 882 5.24 1,578 29.45 0.1221
2020-05-13 2020-03-31 13F CHEVRON CORP COM 166764100 16,818 -4,069 -19.48 1,219 -59.24 0.1462
2020-02-13 2019-12-31 13F CHEVRON CORP COM 166764100 20,887 1,875 9.86 2,991 32.64 0.1184
2019-11-12 2019-09-30 13F CHEVRON CORP COM 166764100 19,012 -15,157 -44.36 2,255 -46.97 0.2333
2019-08-14 2019-06-30 13F CHEVRON CORP COM 166764100 34,169 71 0.21 4,252 1.19 0.4292
2019-05-15 2019-03-31 13F CHEVRON CORP COM 166764100 34,098 797 2.39 4,202 15.98 0.4628
2019-02-07 2018-12-31 13F CHEVRON CORP COM 166764100 33,301 1,174 3.65 3,623 -7.76 0.4518
2018-11-14 2018-09-30 13F CHEVRON CORP COM 166764100 32,127 -23,466 -42.21 3,928 -44.12 0.4245
2018-08-14 2018-06-30 13F CHEVRON CORP COM 166764100 55,593 21,771 64.37 7,029 82.24 0.5120
2018-05-14 2018-03-31 13F CHEVRON CORP COM 166764100 33,822 2,832 9.14 3,857 -0.59 0.2991
2018-02-13 2017-12-31 13F CHEVRON CORP COM 166764100 30,990 2,619 9.23 3,880 16.38 0.3018
2018-04-03 2017-09-30 13F/A-1 CHEVRON CORP COM 166764100 28,371 4,811 20.42 3,334 30.23 0.2955
2017-11-15 2017-09-30 13F CHEVRON CORP COM 166764100 29,163 5,603 3,431
2017-09-20 2017-06-30 13F/A-1 CHEVRON CORP COM 166764100 23,560 -10,546 -30.92 2,560 -30.66 0.3941
2017-07-12 2017-06-30 13F CHEVRON CORP COM 166764100 23,560 2,560
2017-09-20 2017-03-31 13F/A-1 CHEVRON CORP COM 166764100 34,106 2,664 8.47 3,692 -0.24 0.3761
2017-05-15 2017-03-31 13F CHEVRON CORP COM 166764100 34,106 2,664 3,692
2017-02-14 2016-12-31 13F CHEVRON CORP COM 166764100 31,442 31,442 3,701 0.4724
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.