Chevron Corporation
CH ˙ SWX ˙ US1667641005
SecurityCH:CVX / Chevron Corporation
InstitutionCFO4Life Group, LLC
Latest Disclosed Ownership4,285 shares
Latest Disclosed Value $ 886,466
CFO4Life Group, LLC reports 6.85% decrease in ownership of CVX / Chevron Corporation

On May 11, 2026 - CFO4Life Group, LLC filed a 13F-HR form disclosing ownership of 4,285 shares of Chevron Corporation (CH:CVX) valued at $886,466 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 4,600 shares of Chevron Corporation. This represents a change in shares of -6.85% 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)
2026-05-11 2026-03-31 13F CHEVRON COM 166764100 4,285 -315 -6.85 886 26.39 0.1351
2026-02-06 2025-12-31 13F CHEVRON CORP COM 166764100 4,600 -89 -1.90 701 -3.71 0.0999
2025-11-07 2025-09-30 13F CHEVRON CORP COM 166764100 4,689 307 7.01 728 16.11 0.1058
2025-08-08 2025-06-30 13F CHEVRON CORP COM 166764100 4,382 -306 -6.53 627 -20.03 0.0981
2025-04-30 2025-03-31 13F CHEVRON CORP COM 166764100 4,688 -318 -6.35 784 8.14 0.1320
2025-02-10 2024-12-31 13F CHEVRON CORP COM 166764100 5,006 160 3.30 725 1.68 0.1274
2024-11-12 2024-09-30 13F CHEVRON CORP COM 166764100 4,846 -3,388 -41.15 714 -44.60 0.1263
2024-07-31 2024-06-30 13F CHEVRON CORP COM 166764100 8,234 214 2.67 1,288 1.74 0.2422
2024-05-06 2024-03-31 13F CHEVRON CORP COM 166764100 8,020 39 0.49 1,265 6.30 0.2296
2024-02-12 2023-12-31 13F/A-1 CHEVRON CORP COM 166764100 7,981 -546 -6.40 1,190 -17.19 0.2273
2024-01-24 2023-12-31 13F CHEVRON CORP COM 166764100 7,981 -546 1,190 0.2273
2023-10-30 2023-09-30 13F CHEVRON CORP COM 166764100 8,527 140 1.67 1,438 8.95 0.3319
2023-08-07 2023-06-30 13F CHEVRON CORP COM 166764100 8,387 860 11.43 1,320 7.41 0.2832
2023-05-03 2023-03-31 13F CHEVRON CORP COM 166764100 7,527 -391 -4.94 1,228 -13.58 0.2791
2023-02-03 2022-12-31 13F CHEVRON CORP COM 166764100 7,918 418 5.57 1,421 31.94 0.3021
2022-10-19 2022-09-30 13F CHEVRON CORP COM 166764100 7,500 -445 -5.60 1,077 -2.89 0.2866
2022-07-20 2022-06-30 13F CHEVRON CORP COM 166764100 7,945 72 0.91 1,109 -13.49 0.2752
2022-05-02 2022-03-31 13F CHEVRON CORP COM 166764100 7,873 -792 -9.14 1,282 26.06 0.2690
2022-02-10 2021-12-31 13F CHEVRON CORP COM 166764100 8,665 151 1.77 1,017 17.71 0.2103
2021-10-12 2021-09-30 13F CHEVRON CORP COM 166764100 8,514 -68 -0.79 864 -3.89 0.2011
2021-07-14 2021-06-30 13F CHEVRON CORP COM 166764100 8,582 186 2.22 899 2.16 0.2075
2021-04-20 2021-03-31 13F CHEVRON CORP COM 166764100 8,396 28 0.33 880 24.47 0.2188
2021-01-12 2020-12-31 13F CHEVRON CORP COM 166764100 8,368 135 1.64 707 19.22 0.2028
2020-10-13 2020-09-30 13F CHEVRON CORP COM 166764100 8,233 -2 -0.02 593 -19.32 0.2008
2020-07-15 2020-06-30 13F CHEVRON CORP COM 166764100 8,235 -658 -7.40 735 14.13 0.2824
2020-04-16 2020-03-31 13F CHEVRON CORP COM 166764100 8,893 265 3.07 644 -38.08 0.3444
2020-01-22 2019-12-31 13F CHEVRON CORP COM 166764100 8,628 -3,197 -27.04 1,040 -25.82 0.4396
2019-11-01 2019-09-30 13F CHEVRON CORP COM 166764100 11,825 -417 -3.41 1,402 -7.94 0.6286
2019-07-29 2019-06-30 13F CHEVRON CORP COM 166764100 12,242 178 1.48 1,523 2.49 0.6960
2019-04-22 2019-03-31 13F CHEVRON CORP COM 166764100 12,064 -718 -5.62 1,486 6.83 0.6962
2019-02-01 2018-12-31 13F CHEVRON CORP COM 166764100 12,782 4,620 56.60 1,391 39.38 0.6117
2018-10-25 2018-09-30 13F CHEVRON CORP COM 166764100 8,162 -209 -2.50 998 -5.67 0.4425
2018-08-01 2018-06-30 13F CHEVRON CORP COM 166764100 8,371 8,371 1,058 0.4415
2018-05-07 2018-03-31 13F CHEVRON CORP COM 166764100 0 -2,490 -100.00 0 -100.00
2018-01-22 2017-12-31 13F CHEVRON CORP COM 166764100 2,490 158 6.78 312 13.87 0.2453
2017-11-09 2017-09-30 13F CHEVRON CORP COM 166764100 2,332 350 17.66 274 32.37 0.2209
2017-08-08 2017-06-30 13F CHEVRON CORP COM 166764100 1,982 -231 -10.44 207 -13.03 0.1906
2017-05-11 2017-03-31 13F CHEVRON CORP COM 166764100 2,213 2,213 238 0.2159
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.