Chevron Corporation
CH ˙ SWX ˙ US1667641005
SecurityCH:CVX / Chevron Corporation
InstitutionTruepoint, Inc.
Latest Disclosed Ownership2,641 shares
Latest Disclosed Value $ 546,423
Truepoint, Inc. reports 39.07% increase in ownership of CVX / Chevron Corporation

On May 8, 2026 - Truepoint, Inc. filed a 13F-HR form disclosing ownership of 2,641 shares of Chevron Corporation (CH:CVX) valued at $546,423 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 1,899 shares of Chevron Corporation. This represents a change in shares of 39.07% 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)
2026-05-08 2026-03-31 13F CHEVRON CORP COM 166764100 2,641 742 39.07 546 88.93 0.0122
2026-02-11 2025-12-31 13F CHEVRON CORP COM 166764100 1,899 1,899 289 0.0065
2025-02-11 2024-12-31 13F CHEVRON CORP COM 166764100 0 -1,377 -100.00 0 -100.00
2024-11-12 2024-09-30 13F CHEVRON CORP COM 166764100 1,377 1,377 203 0.0054
2024-05-09 2024-03-31 13F CHEVRON CORP COM 166764100 0 -6,079 -100.00 0 -100.00
2024-02-13 2023-12-31 13F/A-1 CHEVRON CORP COM 166764100 6,079 1,998 48.96 907 31.69 0.0266
2024-02-12 2023-12-31 13F CHEVRON CORP COM 166764100 6,079 1,998 907 0.0265
2023-11-09 2023-09-30 13F CHEVRON CORP COM 166764100 4,081 2,221 119.41 688 135.62 0.0221
2023-08-08 2023-06-30 13F CHEVRON CORP COM 166764100 1,860 -983 -34.58 293 -36.93 0.0097
2023-05-08 2023-03-31 13F CHEVRON CORP COM 166764100 2,843 1,001 54.34 464 40.30 0.0160
2023-02-13 2022-12-31 13F CHEVRON CORP COM 166764100 1,842 -50 -2.64 331 21.32 0.0120
2022-11-14 2022-09-30 13F CHEVRON CORP COM 166764100 1,892 1,892 272 0.0139
2018-11-14 2018-09-30 13F CHEVRON CORP COM 166764100 0 -2,047 -100.00 0 -100.00
2018-08-09 2018-06-30 13F CHEVRON CORP COM 166764100 2,047 2,047 259 0.0233
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.