Chevron Corporation
CH ˙ SWX ˙ US1667641005
SecurityCH:CVX / Chevron Corporation
InstitutionMONECO Advisors, LLC
Latest Disclosed Ownership26,858 shares
Latest Disclosed Value $ 5,557,002
MONECO Advisors, LLC reports 4.41% decrease in ownership of CVX / Chevron Corporation

On May 7, 2026 - MONECO Advisors, LLC filed a 13F-HR form disclosing ownership of 26,858 shares of Chevron Corporation (CH:CVX) valued at $5,557,002 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 28,096 shares of Chevron Corporation. This represents a change in shares of -4.41% 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)
2026-05-07 2026-03-31 13F CHEVRON COM 166764100 26,858 -1,238 -4.41 5,557 29.78 0.4310
2026-02-04 2025-12-31 13F CHEVRON CORP COM 166764100 28,096 -536 -1.87 4,282 -3.69 0.3400
2025-11-05 2025-09-30 13F CHEVRON CORP COM 166764100 28,632 5,691 24.81 4,446 35.38 0.3712
2025-08-13 2025-06-30 13F CHEVRON CORP COM 166764100 22,941 109 0.48 3,285 -14.01 0.3057
2025-08-15 2025-03-31 13F/A-1 CHEVRON CORP COM 166764100 22,832 532 2.39 3,820 18.27 0.3955
2025-05-08 2025-03-31 13F CHEVRON CORP COM 166764100 21,247 731 3,554 0.3655
2025-08-15 2024-12-31 13F/A-1 CHEVRON CORP COM 166764100 22,300 3,508 18.67 3,230 16.70 0.3408
2025-02-04 2024-12-31 13F CHEVRON CORP COM 166764100 20,516 1,724 2,971 0.3133
2024-10-25 2024-09-30 13F CHEVRON CORP COM 166764100 18,792 409 2.22 2,767 -3.76 0.3445
2024-07-19 2024-06-30 13F CHEVRON CORP COM 166764100 18,383 -504 -2.67 2,875 -3.49 0.4226
2024-07-19 2024-03-31 13F/A-1 CHEVRON CORP COM 166764100 18,887 1,238 7.01 2,979 13.18 0.4729
2024-04-25 2024-03-31 13F CHEVRON CORP COM 166764100 16,942 -707 2,673 0.4327
2024-03-13 2023-12-31 13F/A-1 CHEVRON CORP COM 166764100 17,649 9,184 108.49 2,632 84.44 0.5017
2024-02-05 2023-12-31 13F CHEVRON CORP COM 166764100 17,850 9,395 2,662 0.5072
2024-03-13 2023-09-30 13F/A-1 CHEVRON CORP COM 166764100 8,465 34 0.40 1,427 7.62 0.3873
2023-11-06 2023-09-30 13F CHEVRON CORP COM 166764100 8,455 40 1,426 0.3969
2024-03-13 2023-06-30 13F/A-1 CHEVRON CORP COM 166764100 8,431 558 7.09 1,327 3.27 0.3610
2023-08-03 2023-06-30 13F CHEVRON CORP COM 166764100 8,415 542 1,324 0.3634
2023-05-12 2023-03-31 13F CHEVRON CORP COM 166764100 7,873 1,613 25.77 1,285 14.34 0.3778
2023-01-30 2022-12-31 13F CHEVRON CORP COM 166764100 6,260 482 8.34 1,124 35.30 0.4060
2022-11-02 2022-09-30 13F CHEVRON CORP COM 166764100 5,778 -16 -0.28 830 -1.07 0.3321
2022-08-10 2022-06-30 13F CHEVRON CORP COM 166764100 5,794 1,020 21.37 839 7.98 0.3256
2022-05-09 2022-03-31 13F CHEVRON CORP COM 166764100 4,774 148 3.20 777 25.12 0.2854
2022-02-08 2021-12-31 13F CHEVRON CORP COM 166764100 4,626 621 15.51 621 52.96 0.2333
2021-11-03 2021-09-30 13F CHEVRON CORP COM 166764100 4,005 552 15.99 406 12.15 0.1602
2021-08-10 2021-06-30 13F CHEVRON CORP COM 166764100 3,453 -85 -2.40 362 -2.43 0.1666
2021-05-17 2021-03-31 13F CHEVRON CORP COM 166764100 3,538 236 7.15 371 20.45 0.1803
2021-01-22 2020-12-31 13F CHEVRON CORP COM 166764100 3,302 500 17.84 308 52.48 0.1700
2020-10-20 2020-09-30 13F CHEVRON CORP COM 166764100 2,802 -98 -3.38 202 -22.01 0.1288
2020-07-31 2020-06-30 13F CHEVRON CORP COM 166764100 2,900 2,900 259 0.2028
2020-05-11 2020-03-31 13F CHEVRON CORP COM 166764100 0 -1,791 -100.00 0 -100.00
2020-01-21 2019-12-31 13F CHEVRON CORP COM 166764100 1,791 1,791 207 0.1473
2019-10-31 2019-09-30 13F CHEVRON CORP COM 166764100 0 -1,712 -100.00 0 -100.00
2019-07-24 2019-06-30 13F CHEVRON CORP COM 166764100 1,712 -214 -11.11 213 -10.13 0.1713
2019-04-26 2019-03-31 13F CHEVRON CORP COM 166764100 1,926 1,926 237 0.1919
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.