Chevron Corporation
US ˙ NYSE ˙ US1667641005

SecurityCVX / Chevron Corporation
InstitutionFirst Foundation Advisors
Latest Disclosed Ownership28,976 shares
Latest Disclosed Value $ 5,995,222
First Foundation Advisors reports 36.36% decrease in ownership of CVX / Chevron Corporation

On May 4, 2026 - First Foundation Advisors filed a 13F-HR form disclosing ownership of 28,976 shares of Chevron Corporation (US:CVX) valued at $5,995,134 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 45,529 shares of Chevron Corporation. This represents a change in shares of -36.36% during the quarter. The current value of the position is $5,497,037 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-04 2026-03-31 13F CHEVRON COM 166764100 28,976 -16,553 -36.36 5,995 -13.60 0.2414
2026-02-04 2025-12-31 13F CHEVRON CORP COM 166764100 45,529 8,432 22.73 6,939 20.47 0.2615
2025-11-17 2025-09-30 13F CHEVRON CORP COM 166764100 37,097 6,038 19.44 5,761 29.53 0.2129
2025-08-14 2025-06-30 13F CHEVRON CORP COM 166764100 31,059 2,674 9.42 4,447 -6.34 0.1648
2025-05-08 2025-03-31 13F CHEVRON CORP COM 166764100 28,385 -6,855 -19.45 4,749 -6.97 0.1933
2025-02-13 2024-12-31 13F CHEVRON CORP COM 166764100 35,240 -60,092 -63.03 5,104 -63.64 0.1920
2024-11-14 2024-09-30 13F CHEVRON CORP COM 166764100 95,332 -13,166 -12.13 14,039 -17.28 0.5289
2024-08-06 2024-06-30 13F CHEVRON CORP COM 166764100 108,498 -1,457 -1.33 16,971 -2.15 0.6485
2024-05-10 2024-03-31 13F CHEVRON CORP COM 166764100 109,955 -8,771 -7.39 17,344 -2.06 0.6940
2024-02-14 2023-12-31 13F CHEVRON CORP COM 166764100 118,726 -14,585 -10.94 17,709 -21.22 0.8070
2023-11-15 2023-09-30 13F CHEVRON CORP COM 166764100 133,311 -11,781 -8.12 22,479 -1.54 1.0500
2023-08-14 2023-06-30 13F CHEVRON CORP COM 166764100 145,092 197 0.14 22,830 -3.43 0.9866
2023-05-12 2023-03-31 13F CHEVRON CORP COM 166764100 144,895 -1,277 -0.87 23,641 -9.89 1.0870
2023-02-14 2022-12-31 13F CHEVRON CORP COM 166764100 146,172 31,299 27.25 26,236 58.97 1.2565
2022-11-14 2022-09-30 13F CHEVRON CORP COM 166764100 114,873 78,628 216.93 16,504 214.48 0.8082
2022-08-12 2022-06-30 13F CHEVRON CORP COM 166764100 36,245 1,202 3.43 5,248 -8.03 0.2318
2022-05-05 2022-03-31 13F CHEVRON CORP COM 166764100 35,043 -10,247 -22.63 5,706 7.36 0.2060
2022-02-14 2021-12-31 13F CHEVRON CORP COM 166764100 45,290 -11,465 -20.20 5,315 -7.69 0.1827
2021-11-15 2021-09-30 13F CHEVRON CORP COM 166764100 56,755 5,518 10.77 5,758 7.29 0.2149
2021-08-13 2021-06-30 13F CHEVRON CORP COM 166764100 51,237 6,692 15.02 5,367 14.97 0.2067
2021-05-18 2021-03-31 13F CHEVRON CORP COM 166764100 44,545 -2,370 -5.05 4,668 17.82 0.2002
2021-02-16 2020-12-31 13F CHEVRON CORP COM 166764100 46,915 -4,555 -8.85 3,962 6.91 0.1756
2020-11-12 2020-09-30 13F Chevron COM 166764100 51,470 3,238 6.71 3,706 -13.89 0.1720
2020-08-14 2020-06-30 13F Chevron COM 166764100 48,232 -4,740 -8.95 4,304 12.14 0.2219
2020-05-11 2020-03-31 13F Chevron COM 166764100 52,972 4,153 8.51 3,838 -34.76 0.2352
2020-02-11 2019-12-31 13F Chevron COM 166764100 48,819 -8,422 -14.71 5,883 -13.35 0.2911
2019-11-12 2019-09-30 13F Chevron COM 166764100 57,241 783 1.39 6,789 -3.37 0.3624
2019-08-14 2019-06-30 13F Chevron COM 166764100 56,458 15,058 36.37 7,026 37.76 0.3934
2019-05-13 2019-03-31 13F Chevron COM 166764100 41,400 916 2.26 5,100 15.80 0.3023
2019-02-14 2018-12-31 13F Chevron COM 166764100 40,484 -1,527 -3.63 4,404 -14.27 0.2780
2018-11-13 2018-09-30 13F Chevron COM 166764100 42,011 11,029 35.60 5,137 31.15 0.2843
2018-08-14 2018-06-30 13F CHEVRON CORP COM 166764100 30,982 7,600 32.50 3,917 46.87 0.2302
2018-05-15 2018-03-31 13F Chevron COM 166764100 23,382 705 3.11 2,667 -6.06 0.1488
2018-02-14 2017-12-31 13F Chevron COM 166764100 22,677 700 3.19 2,839 9.95 0.1532
2017-11-14 2017-09-30 13F Chevron COM 166764100 21,977 4,684 27.09 2,582 43.13 0.1465
2017-08-14 2017-06-30 13F Chevron COM 166764100 17,293 445 2.64 1,804 -0.28 0.1061
2017-05-05 2017-03-31 13F Chevron COM 166764100 16,848 1,068 6.77 1,809 -2.58 0.1119
2017-02-14 2016-12-31 13F Chevron COM 166764100 15,780 -1,690 -9.67 1,857 3.28 0.1216
2016-11-14 2016-09-30 13F Chevron COM 166764100 17,470 1,722 10.93 1,798 8.90 0.1243
2016-08-16 2016-06-30 13F Chevron COM 166764100 15,748 -5,976 -27.51 1,651 -20.32 0.1185
2016-05-13 2016-03-31 13F Chevron COM 166764100 21,724 1,308 6.41 2,072 12.79 0.1504
2016-02-16 2015-12-31 13F Chevron COM 166764100 20,416 -2,319 -10.20 1,837 2.45 0.1256
2015-11-16 2015-09-30 13F Chevron COM 166764100 22,735 -1,888 -7.67 1,793 -24.51 0.1472
2015-08-13 2015-06-30 13F Chevron COM 166764100 24,623 -6,024 -19.66 2,375 -26.17 0.1887
2015-05-14 2015-03-31 13F Chevron COM 166764100 30,647 4,854 18.82 3,217 11.20 0.2691
2015-02-17 2014-12-31 13F Chevron COM 166764100 25,793 729 2.91 2,893 -3.28 0.2549
2014-11-14 2014-09-30 13F Chevron COM 166764100 25,064 -4,313 -14.68 2,991 -22.01 0.2976
2014-08-15 2014-06-30 13F Chevron COM 166764100 29,377 2,082 7.63 3,835 18.15 0.4180
2014-05-15 2014-03-31 13F Chevron COM 166764100 27,295 -2,402 -8.09 3,246 -12.48 0.4024
2014-02-14 2013-12-31 13F Chevron COM 166764100 29,697 -45,891 -60.71 3,709 -59.61 0.4989
2013-11-15 2013-09-30 13F Chevron COM 166764100 75,588 50,338 199.36 9,184 207.36 1.4287
2013-08-09 2013-06-30 13F Chevron COM 166764100 25,250 25,250 2,988 0.5852
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.