Chevron Corporation
CH ˙ SWX ˙ US1667641005
SecurityCH:CVX / Chevron Corporation
InstitutionPersonal Cfo Solutions, Llc
Latest Disclosed Ownership24,262 shares
Latest Disclosed Value $ 5,019,801
Personal Cfo Solutions, Llc reports 3.68% decrease in ownership of CVX / Chevron Corporation

On April 30, 2026 - Personal Cfo Solutions, Llc filed a 13F-HR form disclosing ownership of 24,262 shares of Chevron Corporation (CH:CVX) valued at $5,019,801 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 25,189 shares of Chevron Corporation. This represents a change in shares of -3.68% 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 24,262 -927 -3.68 5,020 30.74 0.7051
2026-01-22 2025-12-31 13F CHEVRON CORP COM 166764100 25,189 458 1.85 3,839 -0.03 0.6095
2025-11-10 2025-09-30 13F CHEVRON CORP COM 166764100 24,731 6,487 35.56 3,840 47.01 0.6739
2025-08-12 2025-06-30 13F CHEVRON CORP COM 166764100 18,244 230 1.28 2,612 -13.31 0.4833
2025-04-30 2025-03-31 13F CHEVRON CORP COM 166764100 18,014 507 2.90 3,014 18.86 0.6119
2025-02-07 2024-12-31 13F CHEVRON CORP COM 166764100 17,507 521 3.07 2,536 1.36 0.4990
2024-11-14 2024-09-30 13F CHEVRON CORP COM 166764100 16,986 -450 -2.58 2,502 -8.29 0.3495
2024-08-09 2024-06-30 13F CHEVRON CORP COM 166764100 17,436 -85 -0.49 2,727 -1.30 0.4191
2024-05-13 2024-03-31 13F CHEVRON CORP COM 166764100 17,521 736 4.38 2,764 10.39 0.4313
2024-02-13 2023-12-31 13F CHEVRON CORP COM 166764100 16,785 1,758 11.70 2,504 -1.18 0.4335
2023-11-13 2023-09-30 13F CHEVRON CORP COM 166764100 15,027 596 4.13 2,534 11.59 0.5008
2023-08-10 2023-06-30 13F CHEVRON CORP COM 166764100 14,431 339 2.41 2,271 -1.26 0.4608
2023-05-09 2023-03-31 13F CHEVRON CORP COM 166764100 14,092 364 2.65 2,299 -6.70 0.4748
2023-02-14 2022-12-31 13F CHEVRON CORP COM 166764100 13,728 358 2.68 2,464 28.27 0.5216
2022-11-01 2022-09-30 13F CHEVRON CORP COM 166764100 13,370 -72 -0.54 1,921 -1.28 0.4825
2022-08-05 2022-06-30 13F CHEVRON CORP COM 166764100 13,442 117 0.88 1,946 -10.32 0.4564
2022-05-02 2022-03-31 13F CHEVRON CORP COM 166764100 13,325 -918 -6.45 2,170 29.86 0.4280
2022-02-11 2021-12-31 13F CHEVRON CORP COM 166764100 14,243 132 0.94 1,671 16.69 0.3128
2021-11-18 2021-09-30 13F CHEVRON CORP COM 166764100 14,111 -123 -0.86 1,432 -3.96 0.2935
2021-07-22 2021-06-30 13F CHEVRON CORP COM 166764100 14,234 6,296 79.31 1,491 79.21 0.3053
2021-04-21 2021-03-31 13F CHEVRON CORP COM 166764100 7,938 276 3.60 832 28.59 0.1799
2021-02-09 2020-12-31 13F CHEVRON CORP COM 166764100 7,662 -6,114 -44.38 647 64,600.00 0.1601
2020-11-02 2020-09-30 13F CHEVRON CORP COM 166764100 13,776 5,623 68.97 1 -99.86 0.3333
2020-08-03 2020-06-30 13F CHEVRON CORP COM 166764100 8,153 -256 -3.04 727 19.38 0.2151
2020-04-30 2020-03-31 13F CHEVRON CORP COM 166764100 8,409 -1,071 -11.30 609 -46.81 0.2187
2020-02-13 2019-12-31 13F CHEVRON CORP COM 166764100 9,480 144 1.54 1,145 -4.50 0.3280
2019-11-13 2019-09-30 13F CHEVRON CORP COM 166764100 9,336 9,336 1,199 0.4776
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.