Chevron Corporation
CH ˙ SWX ˙ US1667641005
SecurityCH:CVX / Chevron Corporation
InstitutionPlancorp, LLC
Latest Disclosed Ownership10,544 shares
Latest Disclosed Value $ 1,988,071
Plancorp, LLC reports 2.80% decrease in ownership of CVX / Chevron Corporation

On April 14, 2026 - Plancorp, LLC filed a 13F-HR form disclosing ownership of 10,544 shares of Chevron Corporation (CH:CVX) valued at $1,988,071 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 10,848 shares of Chevron Corporation. This represents a change in shares of -2.80% 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)
2026-04-14 2026-03-31 13F CHEVRON COM 166764100 10,544 -304 -2.80 1,988 20.27 0.0565
2026-02-05 2025-12-31 13F CHEVRON CORP COM 166764100 10,848 -1,149 -9.58 1,653 -11.27 0.0500
2025-10-15 2025-09-30 13F CHEVRON CORP COM 166764100 11,997 569 4.98 1,863 13.88 0.0584
2025-07-16 2025-06-30 13F CHEVRON CORP COM 166764100 11,428 5 0.04 1,636 -14.35 0.0567
2025-05-15 2025-03-31 13F CHEVRON CORP COM 166764100 11,423 425 3.86 1,911 19.97 0.0757
2025-02-11 2024-12-31 13F CHEVRON CORP COM 166764100 10,998 624 6.02 1,593 4.26 0.0654
2024-11-12 2024-09-30 13F CHEVRON CORP COM 166764100 10,374 108 1.05 1,528 -4.86 0.0623
2024-08-09 2024-06-30 13F CHEVRON CORP COM 166764100 10,266 73 0.72 1,606 -0.12 0.0696
2024-05-15 2024-03-31 13F CHEVRON CORP COM 166764100 10,193 672 7.06 1,608 13.17 0.0698
2024-02-09 2023-12-31 13F CHEVRON CORP COM 166764100 9,521 -165 -1.70 1,420 -13.04 0.0681
2023-11-08 2023-09-30 13F CHEVRON CORP COM 166764100 9,686 411 4.43 1,633 11.93 0.0874
2023-07-26 2023-06-30 13F CHEVRON CORP COM 166764100 9,275 91 0.99 1,459 -2.60 0.0787
2023-05-11 2023-03-31 13F CHEVRON CORP COM 166764100 9,184 198 2.20 1,498 -7.07 0.0842
2023-02-14 2022-12-31 13F CHEVRON CORP COM 166764100 8,986 26 0.29 1,613 25.25 0.0951
2022-11-10 2022-09-30 13F CHEVRON CORP COM 166764100 8,960 115 1.30 1,287 0.47 0.0858
2022-08-04 2022-06-30 13F CHEVRON CORP COM 166764100 8,845 124 1.42 1,281 -9.79 0.0807
2022-05-13 2022-03-31 13F CHEVRON CORP COM 166764100 8,721 188 2.20 1,420 41.86 0.0924
2022-02-11 2021-12-31 13F CHEVRON CORP COM 166764100 8,533 -1,503 -14.98 1,001 -1.67 0.0635
2021-11-15 2021-09-30 13F CHEVRON CORP COM 166764100 10,036 241 2.46 1,018 -0.78 0.0703
2021-08-13 2021-06-30 13F CHEVRON CORP COM 166764100 9,795 -388 -3.81 1,026 -3.84 0.0805
2021-05-14 2021-03-31 13F CHEVRON CORP COM 166764100 10,183 -382 -3.62 1,067 19.62 0.2351
2021-02-09 2020-12-31 13F CHEVRON CORP COM 166764100 10,565 1,235 13.24 892 32.74 0.2198
2020-11-16 2020-09-30 13F CHEVRON CORP COM 166764100 9,330 -926 -9.03 672 -26.56 0.2040
2020-08-11 2020-06-30 13F CHEVRON CORP COM 166764100 10,256 119 1.17 915 24.49 0.2757
2020-05-14 2020-03-31 13F CHEVRON CORP COM 166764100 10,137 -334 -3.19 735 -41.76 0.2844
2020-02-03 2019-12-31 13F CHEVRON CORP COM 166764100 10,471 114 1.10 1,262 2.77 0.3867
2019-11-12 2019-09-30 13F CHEVRON CORP COM 166764100 10,357 25 0.24 1,228 -4.51 0.4686
2019-08-13 2019-06-30 13F CHEVRON CORP COM 166764100 10,332 -3,594 -25.81 1,286 -25.01 0.5093
2019-05-14 2019-03-31 13F CHEVRON CORP COM 166764100 13,926 576 4.31 1,715 18.11 0.6495
2019-02-14 2018-12-31 13F CHEVRON CORP COM 166764100 13,350 -126 -0.93 1,452 -11.89 0.6589
2018-11-13 2018-09-30 13F CHEVRON CORP COM 166764100 13,476 -2,829 -17.35 1,648 -20.04 0.6487
2018-08-14 2018-06-30 13F CHEVRON CORP COM 166764100 16,305 -89 -0.54 2,061 10.39 0.8233
2018-04-16 2018-03-31 13F CHEVRON CORP COM 166764100 16,394 -499 -2.95 1,867 -11.85 0.5968
2018-01-19 2017-12-31 13F CHEVRON CORP COM 166764100 16,893 2,266 15.49 2,118 22.93 0.6909
2017-10-11 2017-09-30 13F CHEVRON CORP COM 166764100 14,627 1,425 10.79 1,723 25.49 0.5090
2017-07-25 2017-06-30 13F CHEVRON CORP COM 166764100 13,202 16 0.12 1,373 -2.97 0.4079
2017-05-12 2017-03-31 13F CHEVRON CORP COM 166764100 13,186 -62 -0.47 1,415 -9.47 0.4129
2017-02-14 2016-12-31 13F CHEVRON CORP COM 166764100 13,248 666 5.29 1,563 20.69 0.4451
2016-11-08 2016-09-30 13F CHEVRON CORP COM 166764100 12,582 12,582 0.00 1,295 0.8233
2015-05-14 2015-03-31 13F CHEVRON CORP COM 166764100 0 -1,824 -100.00 0 -100.00
2015-02-06 2014-12-31 13F CHEVRON CORP COM 166764100 1,824 -8,866 -82.94 205 -83.92 0.2142
2014-11-12 2014-09-30 13F CHEVRON CORP COM 166764100 10,690 7,280 213.49 1,275 186.52 1.3402
2014-08-11 2014-06-30 13F CHEVRON CORP COM 166764100 3,410 -9,356 -73.29 445 -70.67 0.3999
2014-05-08 2014-03-31 13F CHEVRON CORP COM 166764100 12,766 2,372 22.82 1,517 17.05 1.0297
2014-02-11 2013-12-31 13F CHEVRON CORP COM 166764100 10,394 10,394 1,296 1.1369
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.