Chevron Corporation
CH ˙ SWX ˙ US1667641005
SecurityCH:CVX / Chevron Corporation
InstitutionSowell Financial Services LLC
Latest Disclosed Ownership74,297 shares
Latest Disclosed Value $ 15,372,085
Sowell Financial Services LLC reports 2.20% decrease in ownership of CVX / Chevron Corporation

On April 20, 2026 - Sowell Financial Services LLC filed a 13F-HR form disclosing ownership of 74,297 shares of Chevron Corporation (CH:CVX) valued at $15,372,085 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 75,967 shares of Chevron Corporation. This represents a change in shares of -2.20% 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)
2026-04-20 2026-03-31 13F CHEVRON COM 166764100 74,297 -1,670 -2.20 15,372 32.77 0.5685
2026-01-21 2025-12-31 13F CHEVRON CORP COM 166764100 75,967 2,593 3.53 11,578 1.61 0.4253
2025-10-17 2025-09-30 13F CHEVRON CORP COM 166764100 73,374 -6,325 -7.94 11,394 -0.16 0.4372
2025-07-14 2025-06-30 13F CHEVRON CORP COM 166764100 79,699 4,557 6.06 11,412 -9.21 0.4648
2025-04-17 2025-03-31 13F CHEVRON CORP COM 166764100 75,142 -5,294 -6.58 12,570 7.90 0.5721
2025-02-07 2024-12-31 13F CHEVRON CORP COM 166764100 80,436 202 0.25 11,650 -1.40 0.6127
2024-10-04 2024-09-30 13F CHEVRON CORP COM 166764100 80,234 2,852 3.69 11,816 -2.38 0.5489
2024-08-13 2024-06-30 13F CHEVRON CORP COM 166764100 77,382 2,049 2.72 12,104 1.86 0.5780
2024-05-03 2024-03-31 13F CHEVRON CORP COM 166764100 75,333 -1,311 -1.71 11,883 3.95 0.5605
2024-01-24 2023-12-31 13F CHEVRON CORP COM 166764100 76,644 -867 -1.12 11,432 -12.53 0.6193
2023-11-08 2023-09-30 13F CHEVRON CORP COM 166764100 77,511 771 1.00 13,070 8.24 0.8202
2023-08-14 2023-06-30 13F CHEVRON CORP COM 166764100 76,740 15,926 26.19 12,075 134,066.67 0.6731
2023-05-12 2023-03-31 13F CHEVRON CORP STOCK 166764100 60,814 -24,867 -29.02 10 -40.00 0.7656
2023-02-09 2022-12-31 13F Chevron Stock 166764100 85,681 14,469 20.32 15 -99.85 0.9955
2022-11-15 2022-09-30 13F Chevron Stock 166764100 71,212 -276 -0.39 10,231 -1.15 1.0315
2022-08-15 2022-06-30 13F CHEVRON CORP Stock 166764100 71,488 57,723 419.35 10,350 360.41 0.9566
2022-05-13 2022-03-31 13F CHEVRON CORP Stock 166764100 13,765 -42,136 -75.38 2,248 -65.73 0.3927
2022-02-09 2021-12-31 13F CHEVRON CORP NEW COM Stock 166764100 55,901 -13,876 -19.89 6,560 -7.33 0.3762
2021-11-04 2021-09-30 13F CHEVRON CORP NEW COM Stock 166764100 69,777 -74 -0.11 7,079 -3.24 0.4781
2021-08-05 2021-06-30 13F CHEVRON CORP NEW COM Stock 166764100 69,851 -45,820 -39.61 7,316 -41.98 0.4847
2021-05-07 2021-03-31 13F CHEVRON CORP NEW COM Stock 166764100 115,671 7,280 6.72 12,610 37.75 0.4389
2021-01-13 2020-12-31 13F CHEVRON CORP NEW COM COM 166764100 108,391 3,493 3.33 9,154 21.20 0.3911
2020-11-12 2020-09-30 13F CHEVRON CORP NEW COM COM 166764100 104,898 2,434 2.38 7,553 -17.39 0.3772
2020-08-13 2020-06-30 13F CHEVRON CORP NEW COM Stock 166764100 102,464 -354 -0.34 9,143 22.72 0.5025
2020-05-12 2020-03-31 13F CHEVRON CORP NEW COM Stock 166764100 102,818 16,681 19.37 7,450 -28.23 0.5513
2020-02-07 2019-12-31 13F CHEVRON CORP NEW COM Stock 166764100 86,137 857 1.00 10,380 2.62 0.7910
2019-11-14 2019-09-30 13F CHEVRON CORP NEW COM COM 166764100 85,280 19,021 28.71 10,115 23.93 0.8358
2019-05-15 2019-03-31 13F CHEVRON CORP NEW COM Stock 166764100 66,259 -398 -0.60 8,162 12.55 0.9112
2019-03-05 2018-12-31 13F CHEVRON CORP COM 166764100 66,657 6,384 10.59 7,252 -1.60 1.0272
2018-11-13 2018-09-30 13F CHEVRON CORP COM 166764100 60,273 1,342 2.28 7,370 2.13 1.0699
2018-08-14 2018-06-30 13F CHEVRON CORP COM 166764100 58,931 2,756 4.91 7,216 2.37 1.5315
2018-05-10 2018-03-31 13F CHEVRON CORP COM 166764100 56,175 2,927 5.50 7,049 0.60 1.7614
2018-01-29 2017-12-31 13F CHEVRON CORP COM 166764100 53,248 -7,231 -11.96 7,007 -0.04 1.7132
2017-11-07 2017-09-30 13F CHEVRON CORP COM 166764100 60,479 3,619 6.36 7,010 11.73 1.8276
2017-08-14 2017-06-30 13F CHEVRON CORP COM 166764100 56,860 3,954 7.47 6,274 11.64 1.7808
2017-05-31 2017-03-31 13F CHEVRON CORP COM 166764100 52,906 3,272 6.59 5,620 0.63 1.6595
2017-02-27 2016-12-31 13F Chevron COM 166764100 49,634 49,634 5,585 1.8700
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.