Chevron Corporation
US ˙ NYSE ˙ US1667641005

SecurityCVX / Chevron Corporation
InstitutionMascoma Wealth Management LLC
Latest Disclosed Ownership293 shares
Latest Disclosed Value $ 60,580
Mascoma Wealth Management LLC ownership in CVX / Chevron Corporation

On April 30, 2026 - Mascoma Wealth Management LLC filed a 13F-HR form disclosing ownership of 293 shares of Chevron Corporation (US:CVX) valued at $60,622 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 293 shares of Chevron Corporation. This represents a change in shares of 0.00% during the quarter. The current value of the position is $55,585 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)
2026-04-30 2026-03-31 13F CHEVRON CORPORATION COM Stock 166764100 293 0 0.00 61 36.36 0.0125
2026-02-04 2025-12-31 13F CHEVRON CORP NEW COM Stock 166764100 293 -1,473 -83.41 45 -83.94 0.0096
2025-10-28 2025-09-30 13F CHEVRON CORP NEW COM Stock 166764100 1,766 -31 -1.73 274 6.61 0.0604
2025-07-22 2025-06-30 13F CHEVRON CORP NEW COM Stock 166764100 1,797 0 0.00 257 -14.33 0.0597
2025-04-24 2025-03-31 13F CHEVRON CORP NEW COM Stock 166764100 1,797 -61 -3.28 301 11.52 0.0749
2025-02-10 2024-12-31 13F CHEVRON CORP NEW COM Stock 166764100 1,858 92 5.21 269 3.46 0.0676
2024-11-05 2024-09-30 13F CHEVRON CORP NEW COM Stock 166764100 1,766 0 0.00 260 -5.80 0.0647
2024-08-02 2024-06-30 13F CHEVRON CORP NEW COM Stock 166764100 1,766 1,058 149.44 276 148.65 0.0733
2024-05-02 2024-03-31 13F CHEVRON CORP NEW COM Stock 166764100 708 -33 -4.45 112 0.91 0.0318
2024-01-24 2023-12-31 13F CHEVRON CORP NEW COM Stock 166764100 741 -12 -1.59 111 -12.70 0.0332
2023-10-13 2023-09-30 13F CHEVRON CORP NEW COM Stock 166764100 753 12 1.62 127 6.78 0.0397
2023-08-09 2023-06-30 13F CHEVRON CORP NEW COM Stock 166764100 741 -106 -12.51 118 -16.90 0.0363
2023-05-01 2023-03-31 13F CHEVRON CORP NEW COM Stock 166764100 847 0 0.00 143 -6.58 0.0418
2023-01-24 2022-12-31 13F/A-1 CHEVRON CORP NEW COM Stock 166764100 847 -52 -5.78 152 17.83 0.0482
2023-01-20 2022-12-31 13F CHEVRON CORP NEW COM Stock 166764100 899 0 0 0.0447
2022-10-18 2022-09-30 13F CHEVRON CORP NEW COM Stock 166764100 899 -13 -1.43 129 -2.27 0.0447
2022-07-14 2022-06-30 13F CHEVRON CORP NEW COM Stock 166764100 912 13 1.45 132 -9.59 0.0451
2022-04-25 2022-03-31 13F CHEVRON CORP NEW COM Stock 166764100 899 85 10.44 146 52.08 0.0465
2022-01-21 2021-12-31 13F CHEVRON CORP NEW COM Stock 166764100 814 0 0.00 96 15.66 0.0332
2021-10-06 2021-09-30 13F CHEVRON CORP NEW COM Stock 166764100 814 814 83 0.0322
2021-07-06 2021-06-30 13F CHEVRON CORP NEW COM Stock 166764100 0 -684 -100.00 0 -100.00
2021-04-26 2021-03-31 13F CHEVRON CORP NEW COM Stock 166764100 684 684 72 0.0310
2019-11-21 2019-09-30 13F CHEVRON CORP NEW COM Stock 166764100 0 -590 -100.00 0 -100.00
2019-07-29 2019-06-30 13F CHEVRON CORP NEW COM Stock 166764100 590 0 0.00 73 0.00 0.0457
2019-04-23 2019-03-31 13F CHEVRON CORP NEW COM Stock 166764100 590 0 0.00 73 14.06 0.0490
2019-01-28 2018-12-31 13F CHEVRON CORP NEW COM Stock 166764100 590 0 0.00 64 -11.11 0.0488
2018-11-08 2018-09-30 13F CHEVRON CORP NEW COM Stock 166764100 590 -80 -11.94 72 -15.29 0.0475
2018-08-13 2018-06-30 13F CHEVRON CORP NEW COM Stock 166764100 670 70 11.67 85 25.00 0.0598
2018-04-24 2018-03-31 13F CHEVRON CORP NEW COM Stock 166764100 600 0 0.00 68 -6.85 0.0448
2018-02-05 2017-12-31 13F CHEVRON CORP NEW COM Stock 166764100 600 -239 -28.49 73 -26.26 0.0450
2017-11-07 2017-09-30 13F CHEVRON CORP NEW COM Stock 166764100 839 133 18.84 99 33.78 0.0661
2017-07-13 2017-06-30 13F CHEVRON CORP NEW COM Stock 166764100 706 -408 -36.62 74 -38.33 0.0499
2017-04-18 2017-03-31 13F CHEVRON CORP NEW COM Stock 166764100 1,114 0 0.00 120 -8.40 0.0859
2017-01-30 2016-12-31 13F CHEVRON CORP NEW COM Stock 166764100 1,114 1,114 131 0.0964
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.