Chevron Corporation
CH ˙ SWX ˙ US1667641005
SecurityCH:CVX / Chevron Corporation
InstitutionAft, Forsyth & Company, Inc.
Latest Disclosed Ownership1,323 shares
Latest Disclosed Value $ 273,729
Aft, Forsyth & Company, Inc. reports 15.89% decrease in ownership of CVX / Chevron Corporation

On May 14, 2026 - Aft, Forsyth & Company, Inc. filed a 13F-HR form disclosing ownership of 1,323 shares of Chevron Corporation (CH:CVX) valued at $273,729 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 1,573 shares of Chevron Corporation. This represents a change in shares of -15.89% 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 1,323 -250 -15.89 274 14.23 0.1289
2026-02-13 2025-12-31 13F CHEVRON CORP COM 166764100 1,573 -115 -6.81 240 -8.78 0.1034
2025-11-07 2025-09-30 13F CHEVRON CORP COM 166764100 1,688 0 0.00 262 8.71 0.1256
2025-08-14 2025-06-30 13F CHEVRON CORP COM 166764100 1,688 -376 -18.22 242 -30.14 0.1238
2025-05-12 2025-03-31 13F CHEVRON CORP COM 166764100 2,064 0 0.00 345 15.77 0.1860
2025-01-29 2024-12-31 13F CHEVRON CORP COM 166764100 2,064 -105 -4.84 299 -6.58 0.1466
2024-11-14 2024-09-30 13F CHEVRON CORP COM 166764100 2,169 0 0.00 319 -5.90 0.1575
2024-08-13 2024-06-30 13F CHEVRON CORP COM 166764100 2,169 0 0.00 339 -0.88 0.1663
2024-04-30 2024-03-31 13F CHEVRON CORP COM 166764100 2,169 0 0.00 342 5.88 0.1949
2024-02-09 2023-12-31 13F CHEVRON CORP COM 166764100 2,169 -75 -3.34 324 -14.55 0.2036
2023-11-07 2023-09-30 13F CHEVRON CORP COM 166764100 2,244 0 0.00 378 7.08 0.2773
2023-08-14 2023-06-30 13F CHEVRON CORP COM 166764100 2,244 -315 -12.31 353 -15.35 0.2503
2023-05-02 2023-03-31 13F CHEVRON CORP COM 166764100 2,559 150 6.23 418 -3.47 0.3225
2023-02-13 2022-12-31 13F CHEVRON CORP COM 166764100 2,409 100 4.33 432 30.12 0.3688
2022-11-14 2022-09-30 13F CHEVRON CORP COM 166764100 2,309 200 9.48 332 8.85 0.2963
2022-07-28 2022-06-30 13F CHEVRON CORP COM 166764100 2,109 270 14.68 305 2.01 0.2461
2022-05-10 2022-03-31 13F CHEVRON CORP COM 166764100 1,839 1,839 299 0.1905
2020-05-11 2020-03-31 13F CHEVRON CORP COM 166764100 0 -2,754 -100.00 0 -100.00
2020-02-10 2019-12-31 13F CHEVRON CORP COM 166764100 2,754 0 0.00 332 1.53 0.2534
2019-11-12 2019-09-30 13F CHEVRON CORP COM 166764100 2,754 0 0.00 327 -4.66 0.2701
2019-07-29 2019-06-30 13F CHEVRON CORP COM 166764100 2,754 0 0.00 343 1.18 0.2825
2019-05-08 2019-03-31 13F CHEVRON CORP COM 166764100 2,754 0 0.00 339 13.00 0.2936
2019-02-05 2018-12-31 13F Chevron COM 166764100 2,754 -145 -5.00 300 -15.25 0.2987
2018-10-26 2018-09-30 13F CHEVRON CORP COM 166764100 2,899 0 0.00 354 -3.54 0.2936
2018-08-14 2018-06-30 13F Chevron COM 166764100 2,899 0 0.00 367 10.88 0.3219
2018-05-14 2018-03-31 13F Chevron COM 166764100 2,899 -543 -15.78 331 -23.20 0.3089
2018-02-12 2017-12-31 13F Chevron COM 166764100 3,442 -1,454 -29.70 431 -27.56 0.4218
2013-11-08 2013-09-30 13F Chevron COM 166764100 4,896 0 0.00 595 2.76 0.7717
2013-08-12 2013-06-30 13F Chevron COM 166764100 4,896 4,896 579 0.8276
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.