Chevron Corporation
CH ˙ SWX ˙ US1667641005
SecurityCH:CVX / Chevron Corporation
InstitutionAdvisory Research Inc
Latest Disclosed Ownership5,566 shares
Latest Disclosed Value $ 1,151,605
Advisory Research Inc reports 28.47% decrease in ownership of CVX / Chevron Corporation

On May 14, 2026 - Advisory Research Inc filed a 13F-HR form disclosing ownership of 5,566 shares of Chevron Corporation (CH:CVX) valued at $1,151,605 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 7,781 shares of Chevron Corporation. This represents a change in shares of -28.47% during the quarter.

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)
2026-05-14 2026-03-31 13F CHEVRON COM 166764100 5,566 -2,215 -28.47 1,152 -2.87 0.1416
2026-02-13 2025-12-31 13F CHEVRON CORP COM 166764100 7,781 -1,053 -11.92 1,186 -13.57 0.1490
2025-11-13 2025-09-30 13F CHEVRON CORP COM 166764100 8,834 -375 -4.07 1,372 4.02 0.1802
2025-08-13 2025-06-30 13F CHEVRON CORP COM 166764100 9,209 -227 -2.41 1,319 -16.48 0.2026
2025-05-14 2025-03-31 13F CHEVRON CORP COM 166764100 9,436 -487 -4.91 1,579 9.81 0.2783
2025-02-13 2024-12-31 13F CHEVRON CORP COM 166764100 9,923 142 1.45 1,437 -0.21 0.2389
2024-11-14 2024-09-30 13F CHEVRON CORP COM 166764100 9,781 780 8.67 1,440 2.35 0.2559
2024-08-13 2024-06-30 13F CHEVRON CORP COM 166764100 9,001 -115 -1.26 1,408 -2.09 0.2648
2024-05-14 2024-03-31 13F CHEVRON CORP COM 166764100 9,116 0 0.00 1,438 5.74 0.2859
2024-02-13 2023-12-31 13F Chevron COM 166764100 9,116 -940 -9.35 1,360 -19.82 0.2097
2023-11-13 2023-09-30 13F Chevron COM 166764100 10,056 -1,875 -15.72 1,696 -9.70 0.2354
2023-08-14 2023-06-30 13F Chevron COM 166764100 11,931 2,848 31.36 1,877 26.74 0.2407
2023-05-12 2023-03-31 13F Chevron COM 166764100 9,083 0 0.00 1,482 -9.14 0.2436
2023-02-13 2022-12-31 13F Chevron COM 166764100 9,083 -1,089 -10.71 1,630 11.57 0.1533
2022-11-15 2022-09-30 13F Chevron COM 166764100 10,172 -118 -1.15 1,461 -1.95 0.1428
2022-08-17 2022-06-30 13F/A-1 Chevron COM 166764100 10,290 -14 -0.14 1,490 -11.20 0.1455
2022-08-15 2022-06-30 13F Chevron COM 166764100 10,304 0 1,678 0.1034
2022-05-16 2022-03-31 13F Chevron COM 166764100 10,304 -6,662 -39.27 1,678 -15.72 0.1344
2022-02-11 2021-12-31 13F Chevron COM 166764100 16,966 1,052 6.61 1,991 23.28 0.1567
2021-11-12 2021-09-30 13F Chevron COM 166764100 15,914 0 0.00 1,615 -3.12 0.1037
2021-08-16 2021-06-30 13F Chevron COM 166764100 15,914 0 0.00 1,667 -0.06 0.1098
2021-05-12 2021-03-31 13F Chevron COM 166764100 15,914 -593 -3.59 1,668 19.66 0.1175
2021-02-12 2020-12-31 13F Chevron COM 166764100 16,507 1,829 12.46 1,394 31.88 0.1022
2020-11-12 2020-09-30 13F Chevron COM 166764100 14,678 -1,665 -10.19 1,057 -27.50 0.1030
2020-08-13 2020-06-30 13F Chevron COM 166764100 16,343 -5,302 -24.50 1,458 -7.02 0.1297
2020-05-12 2020-03-31 13F Chevron COM 166764100 21,645 -676 -3.03 1,568 -41.71 0.1087
2020-02-11 2019-12-31 13F Chevron COM 166764100 22,321 -20,571 -47.96 2,690 -47.12 0.1236
2019-11-12 2019-09-30 13F Chevron COM 166764100 42,892 -39 -0.09 5,087 -4.77 0.2449
2019-08-14 2019-06-30 13F Chevron COM 166764100 42,931 24,369 131.28 5,342 133.68 0.1050
2019-05-15 2019-03-31 13F Chevron COM 166764100 18,562 -361 -1.91 2,286 11.02 0.0442
2019-02-13 2018-12-31 13F Chevron COM 166764100 18,923 1,459 8.35 2,059 -3.56 0.0436
2018-11-13 2018-09-30 13F Chevron COM 166764100 17,464 46 0.26 2,135 -3.04 0.0349
2018-08-14 2018-06-30 13F Chevron COM 166764100 17,418 3,089 21.56 2,202 34.76 0.0352
2018-05-15 2018-03-31 13F Chevron COM 166764100 14,329 449 3.23 1,634 -5.98 0.0294
2018-02-08 2017-12-31 13F Chevron COM 166764100 13,880 461 3.44 1,738 10.21 0.0288
2017-11-14 2017-09-30 13F Chevron COM 166764100 13,419 -3,027 -18.41 1,577 -8.10 0.0251
2017-08-22 2017-06-30 13F/A-1 Chevron COM 166764100 16,446 -1,888 -10.30 1,716 -12.85 0.0271
2017-08-14 2017-06-30 13F CHEVRON COM 166764100 18,334 0 1,969
2017-05-15 2017-03-31 13F CHEVRON COM 166764100 18,334 -6,012 -24.69 1,969 -31.30 0.0290
2017-02-13 2016-12-31 13F CHEVRON COM 166764100 24,346 3,709 17.97 2,866 34.93 0.0426
2016-11-14 2016-09-30 13F/A-1 CHEVRON COM 166764100 20,637 -211 -1.01 2,124 -2.79 0.0346
2016-11-14 2016-09-30 13F CHEVRON COM 166764100 20,637 2,124
2016-08-15 2016-06-30 13F Chevron COM 166764100 20,848 -16,488 -44.16 2,185 -38.66 0.0376
2016-05-16 2016-03-31 13F Chevron COM 166764100 37,336 -146,830 -79.73 3,562 -78.50 0.0674
2016-02-16 2015-12-31 13F Chevron COM 166764100 184,166 -3,445 -1.84 16,568 11.95 0.2512
2015-11-13 2015-09-30 13F Chevron COM 166764100 187,611 20,596 12.33 14,799 -8.15 0.2106
2015-08-17 2015-06-30 13F/A-1 Chevron COM 166764100 167,015 -6,133 -3.54 16,112 -11.36 0.1829
2015-08-14 2015-06-30 13F Carrizo Oil And Gas COM 166764100 1,466,578 72,214
2015-05-15 2015-03-31 13F Chevron COM 166764100 173,148 -29,411 -14.52 18,177 -20.01 0.1987
2015-02-13 2014-12-31 13F Chevron COM 166764100 202,559 12,096 6.35 22,723 -0.01 0.2365
2014-11-06 2014-09-30 13F Chevron COM 166764100 190,463 -7,520 -3.80 22,726 -12.07 0.2200
2014-08-14 2014-06-30 13F Chevron COM 166764100 197,983 -4,211 -2.08 25,847 7.50 0.2398
2014-05-15 2014-03-31 13F CHEVRON COM 166764100 202,194 -5,366 -2.59 24,043 -7.26 0.2482
2014-02-14 2013-12-31 13F CHEVRON COM 166764100 207,560 -2,267 -1.08 25,926 1.69 0.2667
2013-11-14 2013-09-30 13F CHEVRON COM 166764100 209,827 -25,394 -10.80 25,494 -8.41 0.2744
2013-08-08 2013-06-30 13F CHEVRON COM 166764100 235,221 235,221 27,836 0.3148
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.