Chevron Corporation
CH ˙ SWX ˙ US1667641005
SecurityCH:CVX / Chevron Corporation
InstitutionPDS Planning, Inc
Latest Disclosed Ownership12,347 shares
Latest Disclosed Value $ 2,554,533
PDS Planning, Inc reports 1.33% increase in ownership of CVX / Chevron Corporation

On April 21, 2026 - PDS Planning, Inc filed a 13F-HR form disclosing ownership of 12,347 shares of Chevron Corporation (CH:CVX) valued at $2,554,533 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 12,185 shares of Chevron Corporation. This represents a change in shares of 1.33% 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)
2026-04-21 2026-03-31 13F CHEVRON COM 166764100 12,347 162 1.33 2,555 37.53 0.1685
2026-01-26 2025-12-31 13F CHEVRON CORP COM 166764100 12,185 425 3.61 1,857 1.70 0.1241
2025-10-21 2025-09-30 13F CHEVRON CORP COM 166764100 11,760 1,234 11.72 1,826 21.17 0.1263
2025-07-24 2025-06-30 13F CHEVRON CORP COM 166764100 10,526 -63 -0.59 1,507 -14.91 0.1123
2025-04-24 2025-03-31 13F CHEVRON CORP COM 166764100 10,589 984 10.24 1,771 27.32 0.1493
2025-02-10 2024-12-31 13F CHEVRON CORP COM 166764100 9,605 868 9.93 1,391 8.16 0.1236
2024-10-30 2024-09-30 13F CHEVRON CORP COM 166764100 8,737 -144 -1.62 1,287 -7.42 0.1153
2024-08-08 2024-06-30 13F CHEVRON CORP COM 166764100 8,881 219 2.53 1,389 1.68 0.1402
2024-05-01 2024-03-31 13F CHEVRON CORP COM 166764100 8,662 715 9.00 1,366 15.27 0.1436
2024-02-01 2023-12-31 13F CHEVRON CORP COM 166764100 7,947 861 12.15 1,185 -0.75 0.1350
2023-10-23 2023-09-30 13F CHEVRON CORP COM 166764100 7,086 135 1.94 1,195 9.24 0.1546
2023-07-21 2023-06-30 13F CHEVRON CORP COM 166764100 6,951 247 3.68 1,094 0.00 0.1398
2023-05-02 2023-03-31 13F CHEVRON CORP COM 166764100 6,704 1,691 33.73 1,094 21.58 0.1508
2023-01-27 2022-12-31 13F CHEVRON CORP COM 166764100 5,013 218 4.55 900 30.48 0.1438
2022-11-02 2022-09-30 13F CHEVRON CORP COM 166764100 4,795 -46 -0.95 689 -1.71 0.1254
2022-07-15 2022-06-30 13F CHEVRON CORP COM 166764100 4,841 271 5.93 701 -5.78 0.1269
2022-04-18 2022-03-31 13F CHEVRON CORP COM 166764100 4,570 417 10.04 744 52.77 0.1309
2022-01-25 2021-12-31 13F CHEVRON CORP COM 166764100 4,153 -314 -7.03 487 7.51 0.0932
2021-10-22 2021-09-30 13F CHEVRON CORP COM 166764100 4,467 248 5.88 453 2.49 0.1045
2021-07-26 2021-06-30 13F CHEVRON CORP COM 166764100 4,219 -843 -16.65 442 -16.60 0.1076
2021-04-20 2021-03-31 13F CHEVRON CORP COM 166764100 5,062 615 13.83 530 40.96 0.1538
2021-01-21 2020-12-31 13F CHEVRON CORP COM 166764100 4,447 -43 -0.96 376 16.41 0.1291
2020-10-19 2020-09-30 13F CHEVRON CORP COM 166764100 4,490 -169 -3.63 323 -22.36 0.1315
2020-08-11 2020-06-30 13F CHEVRON CORP COM 166764100 4,659 235 5.31 416 29.60 0.1885
2020-04-20 2020-03-31 13F CHEVRON CORP COM 166764100 4,424 95 2.19 321 -38.51 0.2049
2020-02-07 2019-12-31 13F CHEVRON CORP COM 166764100 4,329 -56 -1.28 522 0.38 0.3294
2019-10-28 2019-09-30 13F CHEVRON CORP COM 166764100 4,385 -86 -1.92 520 -6.47 0.3609
2019-08-14 2019-06-30 13F CHEVRON CORP COM 166764100 4,471 193 4.51 556 5.50 0.4135
2019-04-19 2019-03-31 13F CHEVRON CORP COM 166764100 4,278 -61 -1.41 527 11.65 0.4096
2019-02-08 2018-12-31 13F CHEVRON CORP COM 166764100 4,339 6 0.14 472 -10.94 0.4056
2018-11-02 2018-09-30 13F CHEVRON CORP COM 166764100 4,333 -714 -14.15 530 -16.93 0.4536
2018-07-26 2018-06-30 13F CHEVRON CORP COM 166764100 5,047 22 0.44 638 11.34 0.6292
2018-05-03 2018-03-31 13F CHEVRON CORP COM 166764100 5,025 50 1.01 573 -8.03 0.5789
2018-02-13 2017-12-31 13F CHEVRON CORP COM 166764100 4,975 4,975 623 0.6309
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.