Chevron Corporation
US ˙ NYSE ˙ US1667641005

SecurityCVX / Chevron Corporation
InstitutionSYM FINANCIAL Corp
Latest Disclosed Ownership4,178 shares
Latest Disclosed Value $ 864,404
SYM FINANCIAL Corp reports 7.02% increase in ownership of CVX / Chevron Corporation

On May 8, 2026 - SYM FINANCIAL Corp filed a 13F-HR form disclosing ownership of 4,178 shares of Chevron Corporation (US:CVX) valued at $864,428 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 3,904 shares of Chevron Corporation. This represents a change in shares of 7.02% during the quarter. The current value of the position is $792,608 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)
2026-05-08 2026-03-31 13F CHEVRON COM 166764100 4,178 274 7.02 864 45.21 0.0864
2026-02-13 2025-12-31 13F CHEVRON CORP COM 166764100 3,904 -1,047 -21.15 595 -22.53 0.0611
2025-11-03 2025-09-30 13F CHEVRON CORP COM 166764100 4,951 860 21.02 769 31.28 0.0823
2025-08-01 2025-06-30 13F CHEVRON CORP COM 166764100 4,091 851 26.27 586 8.13 0.0656
2025-05-06 2025-03-31 13F CHEVRON CORP COM 166764100 3,240 396 13.92 542 31.63 0.0668
2025-01-24 2024-12-31 13F CHEVRON CORP COM 166764100 2,844 115 4.21 412 2.49 0.0533
2024-11-14 2024-09-30 13F CHEVRON CORP COM 166764100 2,729 -137 -4.78 402 -10.49 0.0538
2024-08-08 2024-06-30 13F CHEVRON CORP COM 166764100 2,866 710 32.93 448 31.76 0.0715
2024-05-06 2024-03-31 13F CHEVRON CORP COM 166764100 2,156 -422 -16.37 340 -11.46 0.0561
2024-02-06 2023-12-31 13F CHEVRON CORP COM 166764100 2,578 -53 -2.01 384 -13.32 0.0622
2023-10-27 2023-09-30 13F CHEVRON CORP COM 166764100 2,631 229 9.53 444 17.51 0.0787
2023-08-02 2023-06-30 13F CHEVRON CORP COM 166764100 2,402 6 0.25 378 -3.33 0.0766
2023-05-02 2023-03-31 13F CHEVRON CORP COM 166764100 2,396 7 0.29 391 -8.88 0.0863
2023-01-19 2022-12-31 13F CHEVRON CORP COM 166764100 2,389 5 0.21 429 25.15 0.1020
2022-10-28 2022-09-30 13F CHEVRON CORP COM 166764100 2,384 -8 -0.33 342 -1.16 0.1656
2022-07-19 2022-06-30 13F CHEVRON CORP COM 166764100 2,392 497 26.23 346 11.97 0.1636
2022-04-22 2022-03-31 13F CHEVRON CORP COM 166764100 1,895 62 3.38 309 43.72 0.1329
2022-02-03 2021-12-31 13F CHEVRON CORP COM 166764100 1,833 1,833 215 0.0837
2021-07-20 2021-06-30 13F CHEVRON CORP COM 166764100 0 -2,083 -100.00 0 -100.00
2021-04-19 2021-03-31 13F CHEVRON CORP COM 166764100 2,083 2,083 218 0.1254
2020-04-28 2020-03-31 13F CHEVRON CORP COM 166764100 0 -1,997 -100.00 0 -100.00
2020-02-11 2019-12-31 13F CHEVRON CORP COM 166764100 1,997 164 8.95 241 11.06 0.1592
2019-11-04 2019-09-30 13F CHEVRON CORP COM 166764100 1,833 -66 -3.48 217 -8.05 0.1451
2019-07-29 2019-06-30 13F CHEVRON CORP COM 166764100 1,899 66 3.60 236 4.42 0.1516
2019-05-14 2019-03-31 13F CHEVRON CORP COM 166764100 1,833 -15 -0.81 226 12.44 0.1429
2019-02-13 2018-12-31 13F CHEVRON CORP COM 166764100 1,848 -1,527 -45.24 201 -51.33 0.0800
2018-11-14 2018-09-30 13F CHEVRON CORP COM 166764100 3,375 1,492 79.24 413 73.53 0.2315
2018-08-13 2018-06-30 13F CHEVRON CORP COM 166764100 1,883 0 0.00 238 10.70 0.1416
2018-05-15 2018-03-31 13F CHEVRON CORP COM 166764100 1,883 55 3.01 215 -6.11 0.1312
2018-02-14 2017-12-31 13F CHEVRON CORP COM 166764100 1,828 1,828 229 0.1038
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.