Chevron Corporation
US ˙ NYSE ˙ US1667641005

SecurityCVX / Chevron Corporation
InstitutionPrivate Client Services, Llc
Latest Disclosed Ownership2,858 shares
Latest Disclosed Value $ 591,232
Private Client Services, Llc reports 42.97% increase in ownership of CVX / Chevron Corporation

On April 6, 2026 - Private Client Services, Llc filed a 13F-HR form disclosing ownership of 2,858 shares of Chevron Corporation (US:CVX) valued at $591,320 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 7, 2026 disclosing 1,999 shares of Chevron Corporation. This represents a change in shares of 42.97% during the quarter. The current value of the position is $542,191 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)
2026-04-06 2026-03-31 13F CHEVRON CORP COM 166764100 2,858 859 42.97 591 94.41 0.1768
2026-01-07 2025-12-31 13F CHEVRON CORP COM 166764100 1,999 -549 -21.55 305 -23.04 0.0952
2025-10-14 2025-09-30 13F CHEVRON CORP COM 166764100 2,548 -418 -14.09 396 -6.84 0.1324
2025-07-01 2025-06-30 13F CHEVRON CORP COM 166764100 2,966 1,034 53.52 425 31.27 0.1654
2025-04-08 2025-03-31 13F CHEVRON CORP COM 166764100 1,932 241 14.25 323 32.38 0.1599
2025-01-08 2024-12-31 13F CHEVRON CORP COM 166764100 1,691 -7 -0.41 245 -2.40 0.1316
2024-10-03 2024-09-30 13F CHEVRON CORP COM 166764100 1,698 46 2.78 250 -3.10 0.1345
2024-07-29 2024-06-30 13F CHEVRON CORP COM 166764100 1,652 4 0.24 258 -0.39 0.1623
2024-05-10 2024-03-31 13F CHEVRON CORP COM 166764100 1,648 -98 -5.61 260 -0.38 0.1746
2024-01-30 2023-12-31 13F CHEVRON CORP COM 166764100 1,746 1,746 260 0.2138
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.