Chevron Corporation
US ˙ NYSE ˙ US1667641005

SecurityCVX / Chevron Corporation
InstitutionPhysicians Financial Services, Inc.
Latest Disclosed Ownership39,245 shares
Latest Disclosed Value $ 8,120
Physicians Financial Services, Inc. reports 3.87% increase in ownership of CVX / Chevron Corporation

On April 15, 2026 - Physicians Financial Services, Inc. filed a 13F-HR form disclosing ownership of 39,245 shares of Chevron Corporation (US:CVX) valued at $8,119,790 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 37,783 shares of Chevron Corporation. This represents a change in shares of 3.87% during the quarter. The current value of the position is $7,445,169 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)
2026-04-15 2026-03-31 13F Chevron COM 166764100 39,245 1,462 3.87 8 60.00 2.2231
2026-01-21 2025-12-31 13F Chevron COM 166764100 37,783 -1,555 -3.95 6 -16.67 1.5448
2025-10-21 2025-09-30 13F Chevron COM 166764100 39,338 -125 -0.32 6 20.00 1.6676
2025-08-14 2025-06-30 13F Chevron COM 166764100 39,463 -252 -0.63 6 -16.67 1.6832
2025-05-07 2025-03-31 13F/A-1 Chevron COM 166764100 39,715 1,822 4.81 7 20.00 2.1128
2025-05-07 2025-03-31 13F Chevron COM 166764100 39,715 1,822 7 2.1128
2025-02-03 2024-12-31 13F Chevron COM 166764100 37,893 -373 -0.97 5 0.00 1.6665
2024-10-31 2024-09-30 13F Chevron COM 166764100 38,266 165 0.43 6 0.00 1.7524
2024-08-14 2024-06-30 13F Chevron COM 166764100 38,101 1,735 4.77 6 0.00 1.9383
2024-05-10 2024-03-31 13F Chevron COM 166764100 36,366 1,375 3.93 6 0.00 2.0197
2024-01-26 2023-12-31 13F Chevron COM 166764100 34,991 -1,638 -4.47 5 -16.67 1.9779
2023-10-31 2023-09-30 13F Chevron COM 166764100 36,629 300 0.83 6 20.00 2.5271
2023-07-26 2023-06-30 13F Chevron COM 166764100 36,329 18 0.05 6 0.00 2.2442
2023-05-17 2023-03-31 13F Chevron COM 166764100 36,311 100 0.28 6 -16.67 2.5053
2023-02-09 2022-12-31 13F Chevron COM 166764100 36,211 292 0.81 6 -99.88 2.9269
2022-10-19 2022-09-30 13F Chevron COM 166764100 35,919 -1,606 -4.28 5,160 -5.02 2.4937
2022-08-17 2022-06-30 13F Chevron COM 166764100 37,525 1,188 3.27 5,433 -8.18 2.4175
2022-04-22 2022-03-31 13F Chevron COM 166764100 36,337 -109 -0.30 5,917 38.34 2.2589
2022-02-02 2021-12-31 13F Chevron COM 166764100 36,446 194 0.54 4,277 16.29 1.5816
2021-10-27 2021-09-30 13F Chevron COM 166764100 36,252 3,318 10.07 3,678 6.61 1.4899
2021-07-27 2021-06-30 13F Chevron COM 166764100 32,934 820 2.55 3,450 2.53 1.4149
2021-05-21 2021-03-31 13F Chevron COM 166764100 32,114 6,362 24.70 3,365 54.71 1.4418
2021-02-03 2020-12-31 13F Chevron COM 166764100 25,752 -2,893 -10.10 2,175 5.48 1.0499
2020-11-10 2020-09-30 13F Chevron COM 166764100 28,645 474 1.68 2,062 -17.98 1.0293
2020-07-28 2020-06-30 13F Chevron COM 166764100 28,171 -30 -0.11 2,514 23.05 1.3893
2020-04-27 2020-03-31 13F Chevron COM 166764100 28,201 -194 -0.68 2,043 -40.30 1.4042
2020-02-12 2019-12-31 13F Chevron COM 166764100 28,395 50 0.18 3,422 1.78 1.8512
2019-11-14 2019-09-30 13F Chevron COM 166764100 28,345 40 0.14 3,362 -4.54 1.9226
2019-08-12 2019-06-30 13F Chevron COM 166764100 28,305 95 0.34 3,522 1.35 2.0724
2019-04-12 2019-03-31 13F Chevron COM 166764100 28,210 75 0.27 3,475 13.52 2.1597
2019-01-22 2018-12-31 13F Chevron COM 166764100 28,135 645 2.35 3,061 -8.95 2.2248
2018-11-14 2018-09-30 13F Chevron COM 166764100 27,490 0 0.00 3,362 -3.25 2.3108
2018-08-21 2018-06-30 13F Chevron COM 166764100 27,490 -3 -0.01 3,475 12.75 2.6025
2018-04-17 2018-03-31 13F Chevron COM 166764100 27,493 3,420 14.21 3,082 2.26 2.4467
2018-02-12 2017-12-31 13F Chevron COM 166764100 24,073 -175 -0.72 3,014 5.79 2.2995
2017-11-01 2017-09-30 13F Chevron COM 166764100 24,248 0 0.00 2,849 12.61 2.3297
2017-07-31 2017-06-30 13F Chevron COM 166764100 24,248 -1,356 -5.30 2,530 -7.97 2.1425
2017-04-26 2017-03-31 13F Chevron COM 166764100 25,604 -294 -1.14 2,749 3.81 2.3713
2017-01-17 2016-12-31 13F Chevron COM 166764100 25,898 398 1.56 2,648 0.91 2.1735
2016-11-01 2016-09-30 13F Chevron COM 166764100 25,500 315 1.25 2,624 -0.61 2.1879
2016-07-14 2016-06-30 13F Chevron COM 166764100 25,185 541 2.20 2,640 12.29 2.3102
2016-04-26 2016-03-31 13F Chevron COM 166764100 24,644 287 1.18 2,351 7.30 2.1270
2016-02-09 2015-12-31 13F Chevron COM 166764100 24,357 24,357 2,191 2.0238
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.