Chevron Corporation
CH ˙ SWX ˙ US1667641005
SecurityCH:CVX / Chevron Corporation
InstitutionSunbelt Securities, Inc.
Latest Disclosed Ownership26,565 shares
Latest Disclosed Value $ 5,496,312
Sunbelt Securities, Inc. reports 2.97% decrease in ownership of CVX / Chevron Corporation

On May 16, 2026 - Sunbelt Securities, Inc. filed a 13F-HR form disclosing ownership of 26,565 shares of Chevron Corporation (CH:CVX) valued at $5,496,312 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 20, 2026 disclosing 27,378 shares of Chevron Corporation. This represents a change in shares of -2.97% 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)
2026-05-16 2026-03-31 13F CHEVRON CORPORATION COM Stock 166764100 26,565 -813 -2.97 5,496 31.74 0.3470
2026-02-20 2025-12-31 13F CHEVRON CORP NEW COM Stock 166764100 27,378 1,776 6.94 4,173 4.96 0.2783
2025-11-19 2025-09-30 13F CHEVRON CORP NEW COM Stock 166764100 25,602 -10,035 -28.16 3,976 -22.98 0.2745
2025-08-14 2025-06-30 13F CHEVRON CORP NEW COM Stock 166764100 35,637 10,646 42.60 5,162 23.47 0.4557
2025-04-24 2025-03-31 13F CHEVRON CORP NEW COM Stock 166764100 24,991 -10,646 -29.87 4,181 -18.01 0.3733
2025-02-18 2024-12-31 13F CHEVRON CORP NEW COM Stock 166764100 35,637 -883 -2.42 5,099 -5.21 0.4492
2024-11-18 2024-09-30 13F CHEVRON CORP NEW COM Stock 166764100 36,520 -3,279 -8.24 5,378 -13.61 0.5274
2024-08-16 2024-06-30 13F CHEVRON CORP NEW COM Stock 166764100 39,799 5,481 15.97 6,225 15.00 0.6368
2024-04-15 2024-03-31 13F CHEVRON CORP NEW COM Stock 166764100 34,318 3,723 12.17 5,413 18.63 0.6039
2024-02-15 2023-12-31 13F CHEVRON CORP NEW COM Stock 166764100 30,595 1,419 4.86 4,564 -7.24 0.5746
2023-12-11 2023-09-30 13F CHEVRON CORP NEW COM Stock 166764100 29,176 -1,990 -6.39 4,920 0.31 0.6808
2023-08-16 2023-06-30 13F CHEVRON CORP NEW COM Stock 166764100 31,166 -946 -2.95 4,904 -5.95 0.7053
2023-05-17 2023-03-31 13F CHEVRON CORP NEW COM Stock 166764100 32,112 4,490 16.26 5,215 5.18 0.8386
2023-02-08 2022-12-31 13F CHEVRON CORP COM 166764100 27,622 -508 -1.81 4,958 22.67 0.9687
2022-11-21 2022-09-30 13F CHEVRON CORP COM 166764100 28,130 152 0.54 4,041 -0.25 0.8543
2022-10-03 2022-06-30 13F CHEVRON CORP COM 166764100 27,978 -740 -2.58 4,051 -14.75 0.8568
2022-05-16 2022-03-31 13F CHEVRON CORP COM 166764100 28,718 -19,433 -40.36 4,752 -27.67 0.8700
2022-02-14 2021-12-31 13F CHEVRON CORP COM 166764100 48,151 582 1.22 6,570 40.06 1.0673
2021-11-15 2021-09-30 13F CHEVRON CORP COM 166764100 47,569 0 0.00 4,691 0.00 0.8433
2021-07-29 2021-06-30 13F CHEVRON CORP COM 166764100 47,569 -436 -0.91 4,691 -6.74 0.8443
2021-05-27 2021-03-31 13F CHEVRON CORP COM 166764100 48,005 1,851 4.01 5,030 29.04 0.9908
2021-02-09 2020-12-31 13F CHEVRON CORP COM 166764100 46,154 19,925 75.97 3,898 106.35 0.8056
2020-11-17 2020-09-30 13F CHEVRON CORP COM 166764100 26,229 -783 -2.90 1,889 -21.62 0.5252
2020-08-14 2020-06-30 13F CHEVRON CORP COM 166764100 27,012 -12 -0.04 2,410 23.08 0.8280
2020-05-15 2020-03-31 13F CHEVRON CORP COM 166764100 27,024 -136,533 -83.48 1,958 -90.07 0.0839
2020-02-26 2019-12-31 13F/A-1 CHEVRON CORP COM 166764100 163,557 -6,865 -4.03 19,710 -2.48 2.0749
2020-02-14 2019-12-31 13F CHEVRON CORP COM 166764100 163,557 -6,865 4,928 1,943.6327
2019-11-15 2019-09-30 13F CHEVRON CORP COM 166764100 170,422 142,700 514.75 20,212 485.86 2.2667
2019-08-01 2019-06-30 13F CHEVRON CORP COM 166764100 27,722 -820 -2.87 3,450 -1.88 1.5004
2019-05-15 2019-03-31 13F CHEVRON CORP COM 166764100 28,542 3,703 14.91 3,516 30.13 1.7578
2019-02-14 2018-12-31 13F/A-1 CHEVRON CORP COM 166764100 24,839 1,948 8.51 2,702 -3.47 1.5741
2019-02-11 2018-12-31 13F CHEVRON CORP COM 166764100 22,891 0 2,799 1.4985
2018-11-14 2018-09-30 13F CHEVRON CORP COM 166764100 22,891 2,078 9.98 2,799 6.39 1.4985
2018-08-08 2018-06-30 13F CHEVRON CORP COM 166764100 20,813 15,136 266.62 2,631 306.65 1.5744
2018-05-09 2018-03-31 13F CHEVRON CORP COM 166764100 5,677 187 3.41 647 -5.82 0.5918
2018-02-06 2017-12-31 13F CHEVRON CORP COM 166764100 5,490 95 1.76 687 8.36 0.6681
2017-11-03 2017-09-30 13F CHEVRON CORP COM 166764100 5,395 352 6.98 634 20.53 0.6664
2017-08-15 2017-06-30 13F CHEVRON CORP COM 166764100 5,043 -120 -2.32 526 -5.05 0.9883
2017-05-05 2017-03-31 13F CHEVRON CORP COM 166764100 5,163 24 0.47 554 -8.43 0.8328
2017-02-13 2016-12-31 13F/A-1 CHEVRON CORP COM 166764100 5,139 -158 -2.98 605 11.01 0.9188
2017-02-13 2016-12-31 13F CHEVRON CORP COM 166764100 5,139 605
2016-11-14 2016-09-30 13F CHEVRON CORP COM 166764100 5,297 9 0.17 545 -1.62 0.6574
2017-02-15 2016-06-30 13F/A-1 CHEVRON CORP COM 166764100 5,288 -64 -1.20 554 8.41 0.7242
2016-08-11 2016-06-30 13F CHEVRON CORP COM 166764100 5,288 554
2017-02-15 2016-03-31 13F/A-1 CHEVRON CORP COM 166764100 5,352 -1,860 -25.79 511 -21.26 0.7437
2016-05-11 2016-03-31 13F CHEVRON CORP COM 166764100 5,352 511
2017-02-15 2015-12-31 13F/A-1 CHEVRON CORP COM 166764100 7,212 -98 -1.34 649 12.48 0.9132
2016-02-11 2015-12-31 13F CHEVRON CORP COM 166764100 7,212 649
2017-02-15 2015-09-30 13F/A-1 CHEVRON CORP COM 166764100 7,310 1,117 18.04 577 -3.35 0.7837
2015-11-12 2015-09-30 13F CHEVRON CORP COM 166764100 7,310 577
2017-02-15 2015-06-30 13F/A-1 CHEVRON CORP COM 166764100 6,193 248 4.17 597 -4.33 0.8218
2015-08-13 2015-06-30 13F CHEVRON CORP COM 166764100 6,193 597
2017-02-15 2015-03-31 13F/A-2 CHEVRON CORP COM 166764100 5,945 4 0.07 624 -6.31 0.9269
2015-05-19 2015-03-31 13F/A-1 CHEVRON CORP COM 166764100 5,945 0 624 0.7187
2015-05-14 2015-03-31 13F CHEVRON CORP COM 166764100 5,945 624
2015-02-13 2014-12-31 13F CHEVRON CORP COM 166764100 5,941 5,941 666 0.8745
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.