Chevron Corporation
CH ˙ SWX ˙ US1667641005
SecurityCH:CVX / Chevron Corporation
InstitutionWealthfront Advisers Llc
Latest Disclosed Ownership239,405 shares
Latest Disclosed Value $ 49,532,895
Wealthfront Advisers Llc reports 17.86% increase in ownership of CVX / Chevron Corporation

On May 5, 2026 - Wealthfront Advisers Llc filed a 13F-HR form disclosing ownership of 239,405 shares of Chevron Corporation (CH:CVX) valued at $49,532,895 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 203,130 shares of Chevron Corporation. This represents a change in shares of 17.86% 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)
2026-05-05 2026-03-31 13F CHEVRON COM 166764100 239,405 36,275 17.86 49,533 59.99 0.1087
2026-01-30 2025-12-31 13F CHEVRON CORP COM 166764100 203,130 -9,730 -4.57 30,959 -6.34 0.0692
2025-11-06 2025-09-30 13F CHEVRON CORP COM 166764100 212,860 56,544 36.17 33,055 47.69 0.0776
2025-07-31 2025-06-30 13F CHEVRON CORP COM 166764100 156,316 -19,589 -11.14 22,383 -23.94 0.0576
2025-05-02 2025-03-31 13F CHEVRON CORP COM 166764100 175,905 29,312 20.00 29,427 38.60 0.0790
2025-04-01 2024-12-31 13F/A-1 CHEVRON CORP COM 166764100 146,593 27,557 23.15 21,233 21.12 0.0620
2025-02-07 2024-12-31 13F CHEVRON CORP COM 166764100 26,779 -92,257 3,084 0.0093
2024-11-12 2024-09-30 13F CHEVRON CORP COM 166764100 119,036 -15,848 -11.75 17,530 -16.91 0.0539
2024-08-14 2024-06-30 13F CHEVRON CORP COM 166764100 134,884 3,982 3.04 21,099 2.18 0.0710
2024-04-19 2024-03-31 13F CHEVRON CORP COM 166764100 130,902 1,007 0.78 20,648 6.57 0.0723
2024-02-09 2023-12-31 13F CHEVRON CORP COM 166764100 129,895 -18,702 -12.59 19,375 -22.67 0.0744
2023-11-01 2023-09-30 13F CHEVRON CORP COM 166764100 148,597 4,416 3.06 25,056 10.45 0.1079
2023-08-07 2023-06-30 13F CHEVRON CORP COM 166764100 144,181 -8,949 -5.84 22,687 -9.20 0.0962
2023-04-28 2023-03-31 13F CHEVRON CORP COM 166764100 153,130 -22,492 -12.81 24,985 -20.74 0.1135
2023-02-10 2022-12-31 13F CHEVRON CORP COM 166764100 175,622 13,141 8.09 31,522 35.03 0.1528
2022-11-14 2022-09-30 13F CHEVRON CORP COM 166764100 162,481 -2,033 -1.24 23,344 -1.99 0.1241
2022-07-20 2022-06-30 13F CHEVRON CORP COM 166764100 164,514 8,809 5.66 23,818 -6.06 0.1197
2022-05-16 2022-03-31 13F CHEVRON CORP COM 166764100 155,705 21,267 15.82 25,354 60.70 0.1111
2022-01-21 2021-12-31 13F CHEVRON CORP COM 166764100 134,438 23,995 21.73 15,777 40.82 0.0667
2021-11-15 2021-09-30 13F CHEVRON CORP COM 166764100 110,443 17,383 18.68 11,204 14.95 0.0519
2021-08-16 2021-06-30 13F CHEVRON CORP COM 166764100 93,060 2,111 2.32 9,747 2.27 0.0463
2021-05-14 2021-03-31 13F CHEVRON CORP COM 166764100 90,949 14,513 18.99 9,531 47.65 0.0510
2021-02-16 2020-12-31 13F CHEVRON CORP COM 166764100 76,436 17,402 29.48 6,455 51.88 0.0388
2020-11-16 2020-09-30 13F CHEVRON CORP COM 166764100 59,034 -36,008 -37.89 4,250 -49.89 0.0304
2020-08-14 2020-06-30 13F CHEVRON CORP COM 166764100 95,042 47,496 99.89 8,481 146.18 0.0658
2020-05-15 2020-03-31 13F CHEVRON CORP COM 166764100 47,546 -9,884 -17.21 3,445 -50.22 0.0313
2020-01-21 2019-12-31 13F CHEVRON CORP COM 166764100 57,430 -10,031 -14.87 6,921 -13.50 0.0513
2019-10-15 2019-09-30 13F CHEVRON CORP COM 166764100 67,461 -2,669 -3.81 8,001 -8.32 0.0671
2019-08-13 2019-06-30 13F CHEVRON CORP COM 166764100 70,130 4 0.01 8,727 1.03 0.0758
2019-05-13 2019-03-31 13F CHEVRON CORP COM 166764100 70,126 748 1.08 8,638 14.44 0.0801
2019-02-14 2018-12-31 13F CHEVRON CORP COM 166764100 69,378 69,378 7,548 0.0802
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.