Chevron Corporation
CH ˙ SWX ˙ US1667641005
SecurityCH:CVX / Chevron Corporation
InstitutionRDA Financial Network
Latest Disclosed Ownership4,826 shares
Latest Disclosed Value $ 998,597
RDA Financial Network reports 66.05% decrease in ownership of CVX / Chevron Corporation

On April 8, 2026 - RDA Financial Network filed a 13F-HR form disclosing ownership of 4,826 shares of Chevron Corporation (CH:CVX) valued at $998,597 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 6, 2026 disclosing 14,215 shares of Chevron Corporation. This represents a change in shares of -66.05% 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)
2026-04-08 2026-03-31 13F CHEVRON COM 166764100 4,826 -9,389 -66.05 999 -53.92 0.2499
2026-01-06 2025-12-31 13F CHEVRON CORP COM 166764100 14,215 420 3.04 2,166 1.12 0.5216
2025-10-08 2025-09-30 13F CHEVRON CORP COM 166764100 13,795 98 0.72 2,142 9.23 0.5283
2025-07-07 2025-06-30 13F CHEVRON CORP COM 166764100 13,697 1,111 8.83 1,961 -6.84 0.5298
2025-04-14 2025-03-31 13F CHEVRON CORP COM 166764100 12,586 8,590 214.96 2,106 264.19 0.6278
2025-01-15 2024-12-31 13F CHEVRON CORP COM 166764100 3,996 -250 -5.89 579 -7.52 0.1688
2024-10-15 2024-09-30 13F CHEVRON CORP COM 166764100 4,246 54 1.29 625 -4.58 0.1940
2024-07-10 2024-06-30 13F CHEVRON CORP COM 166764100 4,192 82 2.00 656 1.08 0.2148
2024-04-11 2024-03-31 13F CHEVRON CORP COM 166764100 4,110 42 1.03 648 6.93 0.2222
2024-01-12 2023-12-31 13F CHEVRON CORP COM 166764100 4,068 -36 -0.88 607 -12.43 0.2299
2023-10-18 2023-09-30 13F CHEVRON CORP COM 166764100 4,104 45 1.11 692 8.46 0.2996
2023-07-13 2023-06-30 13F CHEVRON CORP COM 166764100 4,059 33 0.82 639 -2.74 0.2686
2023-04-12 2023-03-31 13F CHEVRON CORP COM 166764100 4,026 0 0.00 657 -9.14 0.2997
2023-01-10 2022-12-31 13F CHEVRON CORP COM 166764100 4,026 -128 -3.08 723 20.94 0.3634
2022-10-11 2022-09-30 13F CHEVRON CORP COM 166764100 4,154 -54 -1.28 597 -1.97 0.3260
2022-07-13 2022-06-30 13F CHEVRON CORP COM 166764100 4,208 172 4.26 609 -7.31 0.3073
2022-04-12 2022-03-31 13F CHEVRON CORP COM 166764100 4,036 -382 -8.65 657 26.83 0.2774
2022-01-31 2021-12-31 13F CHEVRON CORP COM 166764100 4,418 -61 -1.36 518 14.10 0.2113
2021-10-29 2021-09-30 13F CHEVRON CORP COM 166764100 4,479 306 7.33 454 3.89 0.2000
2021-07-13 2021-06-30 13F CHEVRON CORP COM 166764100 4,173 112 2.76 437 2.58 0.1930
2021-05-06 2021-03-31 13F CHEVRON CORP COM 166764100 4,061 -1,161 -22.23 426 -3.40 0.1827
2021-02-05 2020-12-31 13F CHEVRON CORP COM 166764100 5,222 776 17.45 441 37.81 0.1988
2020-10-13 2020-09-30 13F CHEVRON CORP COM 166764100 4,446 366 8.97 320 -12.09 0.1450
2020-07-14 2020-06-30 13F CHEVRON CORP COM 166764100 4,080 78 1.95 364 25.52 0.1816
2020-04-06 2020-03-31 13F CHEVRON CORP COM 166764100 4,002 -191 -4.56 290 -37.37 0.1750
2020-01-30 2019-12-31 13F CHEVRON CORP COM 166764100 4,193 -15 -0.36 463 -5.51 0.1883
2019-11-20 2019-09-30 13F CHEVRON CORP COM 166764100 4,208 132 3.24 490 -2.78 0.2091
2019-07-09 2019-06-30 13F CHEVRON CORP COM 166764100 4,076 -137 -3.25 504 -0.40 0.2270
2019-04-30 2019-03-31 13F CHEVRON CORP COM 166764100 4,213 4,213 506 0.2389
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.