Chevron Corporation
US ˙ NYSE ˙ US1667641005

SecurityCVX / Chevron Corporation
InstitutionRMR Wealth Builders
Latest Disclosed Ownership25,624 shares
Latest Disclosed Value $ 5,301,702
RMR Wealth Builders reports 4.55% increase in ownership of CVX / Chevron Corporation

On April 22, 2026 - RMR Wealth Builders filed a 13F-HR form disclosing ownership of 25,624 shares of Chevron Corporation (US:CVX) valued at $5,301,606 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 24,508 shares of Chevron Corporation. This represents a change in shares of 4.55% during the quarter. The current value of the position is $4,861,129 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)
2026-04-22 2026-03-31 13F CHEVRON COM 166764100 25,624 1,116 4.55 5,302 41.93 0.4175
2026-01-29 2025-12-31 13F CHEVRON CORP COM 166764100 24,508 1,846 8.15 3,735 6.14 0.2988
2025-11-05 2025-09-30 13F CHEVRON CORP COM 166764100 22,662 1,064 4.93 3,519 13.81 0.2945
2025-07-08 2025-06-30 13F CHEVRON CORP COM 166764100 21,598 1,534 7.65 3,093 -7.87 0.2811
2025-04-16 2025-03-31 13F CHEVRON CORP COM 166764100 20,064 1,969 10.88 3,357 28.09 0.3533
2025-01-14 2024-12-31 13F/A-1 CHEVRON CORP COM 166764100 18,095 391 2.21 2,621 0.50 0.2709
2025-01-10 2024-12-31 13F CHEVRON CORP COM 166764100 18,095 391 2,621 0.2725
2024-10-21 2024-09-30 13F CHEVRON CORP COM 166764100 17,704 344 1.98 2,607 -3.98 0.2763
2024-07-23 2024-06-30 13F CHEVRON CORP COM 166764100 17,360 -1,378 -7.35 2,715 -8.12 0.3116
2024-04-15 2024-03-31 13F CHEVRON CORP COM 166764100 18,738 3,367 21.90 2,956 28.93 0.3574
2024-02-06 2023-12-31 13F CHEVRON CORP COM 166764100 15,371 536 3.61 2,293 -8.36 0.3221
2023-10-23 2023-09-30 13F CHEVRON CORP COM 166764100 14,835 3,584 31.85 2,501 41.30 0.3995
2023-07-21 2023-06-30 13F CHEVRON CORP COM 166764100 11,251 1,065 10.46 1,770 6.50 0.3011
2023-04-11 2023-03-31 13F CHEVRON CORP COM 166764100 10,186 748 7.93 1,662 -1.89 0.3160
2023-02-15 2022-12-31 13F/A-1 CHEVRON CORP COM 166764100 9,438 673 7.68 1,694 34.55 0.3841
2022-11-08 2022-09-30 13F CHEVRON CORP COM 166764100 8,765 111 1.28 1,259 0.48 0.3080
2022-08-02 2022-06-30 13F CHEVRON CORP COM 166764100 8,654 2,864 49.46 1,253 32.87 0.3122
2022-05-13 2022-03-31 13F CHEVRON CORP COM 166764100 5,790 629 12.19 943 55.61 0.2023
2022-02-02 2021-12-31 13F CHEVRON CORP COM 166764100 5,161 -1,715 -24.94 606 -13.18 0.1740
2021-10-18 2021-09-30 13F CHEVRON CORP COM 166764100 6,876 312 4.75 698 1.60 0.2049
2021-08-16 2021-06-30 13F CHEVRON CORP NEW COM Common Stock 166764100 6,564 -543 -7.64 687 -7.79 0.2252
2021-05-13 2021-03-31 13F CHEVRON CORP COM 166764100 7,107 1,816 34.32 745 66.67 0.1936
2021-02-26 2020-12-31 13F/A-1 CHEVRON CORP COM 166764100 5,291 -2,830 -34.85 447 -23.59 0.2196
2021-02-09 2020-12-31 13F CHEVRON CORP COM 166764100 1,216 -6,905 447 244,694.1870
2020-11-13 2020-09-30 13F CHEVRON CORP COM 166764100 8,121 2,657 48.63 585 20.12 0.1519
2020-08-19 2020-06-30 13F CHEVRON CORP COM 166764100 5,464 1,021 22.98 487 -8.97 0.4341
2020-03-03 2019-12-31 13F CHEVRON CORP NEW COM COM 166764100 4,443 4,443 535 0.5154
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.