Chevron Corporation
US ˙ NYSE ˙ US1667641005

SecurityCVX / Chevron Corporation
InstitutionCwm, Llc
Latest Disclosed Ownership398,906 shares
Latest Disclosed Value $ 82,533,570
Cwm, Llc reports 10.87% increase in ownership of CVX / Chevron Corporation

On May 14, 2026 - Cwm, Llc filed a 13F-HR form disclosing ownership of 398,906 shares of Chevron Corporation (US:CVX) valued at $82,533,651 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 359,809 shares of Chevron Corporation. This represents a change in shares of 10.87% during the quarter. The current value of the position is $75,676,457 USD.

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)
2026-05-14 2026-03-31 13F CHEVRON COM 166764100 398,906 39,097 10.87 82,534 152,738.89 0.2169
2026-01-26 2025-12-31 13F CHEVRON CORP COM 166764100 359,809 4,522 1.27 55 -1.82 0.1486
2025-10-15 2025-09-30 13F CHEVRON CORP COM 166764100 355,287 57,683 19.38 55 30.95 0.1659
2025-07-25 2025-06-30 13F CHEVRON CORP COM 166764100 297,604 1,749 0.59 43 -14.29 0.1503
2025-05-01 2025-03-31 13F CHEVRON CORP COM 166764100 295,855 15,352 5.47 49 22.50 0.1974
2025-02-04 2024-12-31 13F CHEVRON CORP COM 166764100 280,503 23,798 9.27 41 8.11 0.1686
2024-10-08 2024-09-30 13F CHEVRON CORP COM 166764100 256,705 10,337 4.20 38 -2.63 0.1626
2024-07-10 2024-06-30 13F CHEVRON CORP COM 166764100 246,368 -13,677 -5.26 39 -7.32 0.1817
2024-04-05 2024-03-31 13F CHEVRON CORP COM 166764100 260,045 16,529 6.79 41 13.89 0.1994
2024-02-01 2023-12-31 13F CHEVRON CORP COM 166764100 243,516 28,448 13.23 36 0.00 0.1953
2023-10-11 2023-09-30 13F CHEVRON CORP COM 166764100 215,068 20,246 10.39 36 20.00 0.2222
2023-08-03 2023-06-30 13F CHEVRON CORP COM 166764100 194,822 19,154 10.90 31 7.14 0.1894
2023-05-01 2023-03-31 13F CHEVRON CORP COM 166764100 175,668 23,033 15.09 29 3.70 0.1937
2023-02-01 2022-12-31 13F CHEVRON CORP COM 166764100 152,635 19,031 14.24 27 -99.86 0.2018
2022-10-27 2022-09-30 13F CHEVRON CORP COM 166764100 133,604 4,241 3.28 19,195 2.49 0.1525
2022-07-28 2022-06-30 13F CHEVRON CORP COM 166764100 129,363 -17,344 -11.82 18,729 -21.60 0.1451
2022-04-21 2022-03-31 13F CHEVRON CORP COM 166764100 146,707 -12,479 -7.84 23,888 27.87 0.1694
2022-01-31 2021-12-31 13F CHEVRON CORP COM 166764100 159,186 51,112 47.29 18,681 65.03 0.1315
2021-09-15 2021-06-30 13F/A-1 CHEVRON CORP COM 166764100 108,074 0 0.00 11,320 0.00 0.0902
2021-07-29 2021-06-30 13F CHEVRON CORP COM 166764100 108,074 0 11,320 0.0902
2021-09-15 2021-03-31 13F/A-1 CHEVRON CORP COM 166764100 108,074 0 0.00 11,320 0.00 0.0902
2021-04-27 2021-03-31 13F CHEVRON CORP COM 166764100 114,195 6,121 11,966 0.1052
2021-09-15 2020-12-31 13F/A-1 CHEVRON CORP COM 166764100 108,074 0 0.00 11,320 0.00 0.0902
2021-01-27 2020-12-31 13F CHEVRON CORP COM 166764100 107,860 -214 9,109 0.0854
2021-09-15 2020-09-30 13F/A-1 CHEVRON CORP COM 166764100 108,074 0 0.00 11,320 0.00 0.0902
2020-10-19 2020-09-30 13F CHEVRON CORP COM 166764100 101,084 -6,990 7,278 0.0809
2021-09-15 2020-06-30 13F/A-1 CHEVRON CORP COM 166764100 108,074 0 0.00 11,320 0.00 0.0902
2020-07-22 2020-06-30 13F CHEVRON CORP COM 166764100 87,084 -20,990 7,771 0.0922
2021-09-15 2020-03-31 13F/A-1 CHEVRON CORP COM 166764100 108,074 0 0.00 11,320 0.00 0.0902
2020-04-28 2020-03-31 13F CHEVRON CORP COM 166764100 86,166 -21,908 6,244 0.0930
2021-09-14 2019-12-31 13F/A-1 CHEVRON CORP COM 166764100 108,074 0 0.00 11,320 0.00 0.0902
2020-01-27 2019-12-31 13F CHEVRON CORP COM 166764100 85,164 -22,910 10,263 0.1311
2021-09-14 2019-09-30 13F/A-1 CHEVRON CORP COM 166764100 108,074 0 0.00 11,320 0.00 0.0902
2019-10-22 2019-09-30 13F CHEVRON CORP COM 166764100 87,052 -21,022 10,324 0.1503
2021-09-14 2019-06-30 13F/A-1 CHEVRON CORP COM 166764100 108,074 0 0.00 11,320 0.00 0.0902
2019-07-31 2019-06-30 13F CHEVRON CORP COM 166764100 92,701 -15,373 11,536 0.1908
2021-09-02 2019-03-31 13F/A-1 CHEVRON CORP COM 166764100 108,074 84,067 350.18 11,320 333.38 0.0902
2019-04-22 2019-03-31 13F CHEVRON CORP COM 166764100 31,866 7,859 3,925 0.0787
2019-01-25 2018-12-31 13F CHEVRON CORP COM 166764100 24,007 4,056 20.33 2,612 7.05 0.0652
2018-10-29 2018-09-30 13F CHEVRON CORP COM 166764100 19,951 1,934 10.73 2,440 7.11 0.0623
2018-07-31 2018-06-30 13F CHEVRON CORP COM 166764100 18,017 6,626 58.17 2,278 75.37 0.0750
2018-04-26 2018-03-31 13F CHEVRON CORP COM 166764100 11,391 -1,577 -12.16 1,299 -19.96 0.0516
2018-01-16 2017-12-31 13F CHEVRON CORP COM 166764100 12,968 -152,895 -92.18 1,623 -91.67 0.0721
2017-10-16 2017-09-30 13F CHEVRON CORP COM 166764100 165,863 -3,141 -1.86 19,489 10.53 0.9214
2017-07-17 2017-06-30 13F CHEVRON CORP COM 166764100 169,004 -13,092 -7.19 17,632 -9.82 0.9036
2017-04-17 2017-03-31 13F CHEVRON CORP COM 166764100 182,096 15,580 9.36 19,552 -0.24 1.1055
2017-01-19 2016-12-31 13F CHEVRON CORP COM 166764100 166,516 16,039 10.66 19,599 26.55 1.2012
2016-10-17 2016-09-30 13F CHEVRON CORP COM 166764100 150,477 24,697 19.64 15,487 17.46 1.0690
2016-07-21 2016-06-30 13F CHEVRON CORP COM 166764100 125,780 26,896 27.20 13,185 39.76 0.9616
2016-04-18 2016-03-31 13F CHEVRON CORP COM 166764100 98,884 93,147 1,623.62 9,434 1,728.29 0.8284
2016-02-01 2015-12-31 13F CHEVRON CORP COM 166764100 5,737 -339 -5.58 516 7.72 0.0504
2015-10-30 2015-09-30 13F CHEVRON CORP COM 166764100 6,076 -50,696 -89.30 479 -91.25 0.0482
2015-07-09 2015-06-30 13F CHEVRON CORP COM 166764100 56,772 6,602 13.16 5,477 3.99 0.5255
2015-04-30 2015-03-31 13F CHEVRON CORP COM 166764100 50,170 17,373 52.97 5,267 43.16 0.5333
2015-02-12 2014-12-31 13F CHEVRON CORP COM 166764100 32,797 19,800 152.34 3,679 137.20 0.4465
2014-11-14 2014-09-30 13F CHEVRON CORP COM 166764100 12,997 7,500 136.44 1,551 116.02 0.2252
2014-08-14 2014-06-30 13F CHEVRON CORP COM 166764100 5,497 1,151 26.48 718 38.88 0.1285
2014-05-16 2014-03-31 13F CHEVRON CORP COM 166764100 4,346 -467 -9.70 517 -13.98 0.0705
2014-02-14 2013-12-31 13F CHEVRON CORP COM 166764100 4,813 20 0.42 601 3.26 0.0938
2013-11-14 2013-09-30 13F CHEVRON CORP COM 166764100 4,793 4,793 582 0.1527
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.