Chevron Corporation
US ˙ NYSE ˙ US1667641005

SecurityCVX / Chevron Corporation
InstitutionGM Advisory Group, Inc.
Latest Disclosed Ownership186,364 shares
Latest Disclosed Value $ 38,558,624
GM Advisory Group, Inc. reports 785.55% increase in ownership of CVX / Chevron Corporation

On April 28, 2026 - GM Advisory Group, Inc. filed a 13F-HR form disclosing ownership of 186,364 shares of Chevron Corporation (US:CVX) valued at $38,558,712 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 21,045 shares of Chevron Corporation. This represents a change in shares of 785.55% during the quarter. The current value of the position is $35,355,114 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)
2026-04-28 2026-03-31 13F Chevron Com 166764100 186,364 165,319 785.55 38,559 1,102.31 1.4260
2026-02-13 2025-12-31 13F Chevron COM 166764100 21,045 1,174 5.91 3,208 3.95
2025-11-19 2025-09-30 13F CHEVRON CORP COM 166764100 19,871 297 1.52 3,086 10.10 0.1312
2025-08-13 2025-06-30 13F CHEVRON CORP COM 166764100 19,574 2,423 14.13 2,803 -2.34 0.1385
2025-05-14 2025-03-31 13F CHEVRON CORP COM 166764100 17,151 -2,470 -12.59 2,869 0.99 0.1549
2025-02-11 2024-12-31 13F CHEVRON CORP COM 166764100 19,621 277 1.43 2,842 -0.25 0.1573
2024-11-12 2024-09-30 13F CHEVRON CORP COM 166764100 19,344 -1,617 -7.71 2,849 -13.12 0.1707
2024-08-12 2024-06-30 13F CHEVRON CORP COM 166764100 20,961 104 0.50 3,279 -0.33 0.2116
2024-05-09 2024-03-31 13F CHEVRON CORP COM 166764100 20,857 1,598 8.30 3,290 14.52 0.2307
2024-02-12 2023-12-31 13F CHEVRON CORP COM 166764100 19,259 2,292 13.51 2,873 0.42 0.2169
2023-11-14 2023-09-30 13F CHEVRON CORP COM 166764100 16,967 282 1.69 2,861 8.95 0.2338
2023-08-14 2023-06-30 13F CHEVRON CORP COM 166764100 16,685 3,133 23.12 2,625 18.72 0.2173
2023-05-12 2023-03-31 13F CHEVRON CORP COM 166764100 13,552 753 5.88 2,211 -3.74 0.2014
2023-02-13 2022-12-31 13F CHEVRON CORP COM 166764100 12,799 1 0.01 2,297 24.90 0.2451
2022-11-14 2022-09-30 13F CHEVRON CORP COM 166764100 12,798 -1,085 -7.82 1,839 -8.51 0.2314
2022-08-15 2022-06-30 13F CHEVRON CORP COM 166764100 13,883 267 1.96 2,010 -9.34 0.3135
2022-05-13 2022-03-31 13F CHEVRON CORP COM 166764100 13,616 -6,036 -30.71 2,217 -3.86 0.2637
2022-02-10 2021-12-31 13F CHEVRON CORP COM 166764100 19,652 1,279 6.96 2,306 23.71 0.2054
2021-11-12 2021-09-30 13F CHEVRON CORP COM 166764100 18,373 -755 -3.95 1,864 -6.94 0.1880
2021-08-16 2021-06-30 13F CHEVRON CORP COM 166764100 19,128 -2,963 -13.41 2,003 -13.48 0.2055
2021-05-13 2021-03-31 13F CHEVRON CORP COM 166764100 22,091 6,392 40.72 2,315 74.59 0.2777
2021-02-12 2020-12-31 13F CHEVRON CORP COM 166764100 15,699 -7,921 -33.54 1,326 -22.05 0.1776
2020-11-12 2020-09-30 13F CHEVRON CORP COM 166764100 23,620 -440 -1.83 1,701 -20.77 0.2602
2020-08-13 2020-06-30 13F CHEVRON CORP COM 166764100 24,060 15,573 183.49 2,147 249.11 0.3971
2020-05-13 2020-03-31 13F CHEVRON CORP COM 166764100 8,487 8,487 615 0.1675
2020-02-14 2019-12-31 13F CHEVRON CORP COM 166764100 0 -6,310 -100.00 0 -100.00
2019-11-14 2019-09-30 13F CHEVRON CORP COM 166764100 6,310 373 6.28 748 1.22 0.2326
2019-08-09 2019-06-30 13F CHEVRON CORP COM 166764100 5,937 0 0.00 739 1.09 0.2322
2019-05-14 2019-03-31 13F CHEVRON CORP COM 166764100 5,937 -37 -0.62 731 12.46 0.2402
2019-02-13 2018-12-31 13F CHEVRON CORP COM 166764100 5,974 0 0.00 650 -11.08 0.2419
2018-11-13 2018-09-30 13F CHEVRON CORP COM 166764100 5,974 -100 -1.65 731 -4.82 0.2291
2018-08-14 2018-06-30 13F CHEVRON CORP COM 166764100 6,074 112 1.88 768 12.94 0.2281
2018-05-14 2018-03-31 13F CHEVRON CORP COM 166764100 5,962 100 1.71 680 -7.36 0.2052
2018-02-09 2017-12-31 13F CHEVRON CORP COM 166764100 5,862 0 0.00 734 6.53 0.1997
2017-11-13 2017-09-30 13F CHEVRON CORP COM 166764100 5,862 -15 -0.26 689 12.40 0.2097
2017-08-11 2017-06-30 13F CHEVRON CORP COM 166764100 5,877 5,877 613 0.1930
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.