Chevron Corporation
CH ˙ SWX ˙ US1667641005
SecurityCH:CVX / Chevron Corporation
InstitutionUMA Financial Services, Inc.
Latest Disclosed Ownership3,260 shares
Latest Disclosed Value $ 674,400
UMA Financial Services, Inc. reports 6.43% increase in ownership of CVX / Chevron Corporation

On April 24, 2026 - UMA Financial Services, Inc. filed a 13F-HR form disclosing ownership of 3,260 shares of Chevron Corporation (CH:CVX) valued at $674,400 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 3,063 shares of Chevron Corporation. This represents a change in shares of 6.43% 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)
2026-04-24 2026-03-31 13F CHEVRON COM 166764100 3,260 197 6.43 674 44.64 0.0939
2026-01-29 2025-12-31 13F CHEVRON CORP COM 166764100 3,063 -61 -1.95 467 -3.92 0.0650
2025-11-04 2025-09-30 13F CHEVRON CORP COM 166764100 3,124 363 13.15 485 22.78 0.0690
2025-07-14 2025-06-30 13F CHEVRON CORP COM 166764100 2,761 -53 -1.88 395 -15.96 0.0621
2025-07-11 2025-06-30 13F CHEVRON CORP COM 166764100 2,761 395
2025-04-28 2025-03-31 13F CHEVRON CORP COM 166764100 2,814 12 0.43 471 16.05 0.0810
2025-02-12 2024-12-31 13F CHEVRON CORP COM 166764100 2,802 1 0.04 406 -1.94 0.0686
2024-10-16 2024-09-30 13F CHEVRON CORP COM 166764100 2,801 -48 -1.68 414 -8.02 0.0747
2024-07-17 2024-06-30 13F CHEVRON CORP COM 166764100 2,849 -42 -1.45 449 -0.44 0.0828
2024-04-17 2024-03-31 13F CHEVRON CORP COM 166764100 2,891 26 0.91 452 10.54 0.0950
2024-01-23 2023-12-31 13F CHEVRON CORP COM 166764100 2,865 -56 -1.92 408 -16.05 0.0911
2023-10-10 2023-09-30 13F CHEVRON CORP COM 166764100 2,921 43 1.49 487 7.52 0.1253
2023-07-05 2023-06-30 13F CHEVRON CORP COM 166764100 2,878 -10 -0.35 452 -8.13 0.1123
2023-04-20 2023-03-31 13F CHEVRON CORP COM 166764100 2,888 2 0.07 493 -5.57 0.1293
2023-01-25 2022-12-31 13F CHEVRON CORP COM 166764100 2,886 84 3.00 522 17.34 0.1409
2022-10-06 2022-09-30 13F CHEVRON CORP COM 166764100 2,802 2 0.07 444 -1.33 0.1365
2022-08-02 2022-06-30 13F CHEVRON CORP COM 166764100 2,800 -483 -14.71 450 -18.18 0.1303
2022-05-05 2022-03-31 13F CHEVRON CORP COM 166764100 3,283 554 20.30 550 61.29 0.1460
2022-01-11 2021-12-31 13F CHEVRON CORP COM 166764100 2,729 11 0.40 341 14.43 0.0894
2021-10-19 2021-09-30 13F CHEVRON CORP COM 166764100 2,718 47 1.76 298 12.88 0.0819
2021-07-23 2021-06-30 13F CHEVRON CORP COM 166764100 2,671 2 0.07 264 -5.38 0.0756
2021-04-06 2021-03-31 13F CHEVRON CORP COM 166764100 2,669 1 0.04 279 10.28 0.0908
2021-02-19 2020-12-31 13F CHEVRON CORP COM 166764100 2,668 -351 -11.63 253 16.06 0.0861
2020-11-04 2020-09-30 13F CHEVRON CORP COM 166764100 3,019 -437 -12.64 218 -29.68 0.0875
2020-08-11 2020-06-30 13F CHEVRON CORP COM 166764100 3,456 3,456 310 0.1249
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.