Chevron Corporation
CH ˙ SWX ˙ US1667641005
SecurityCH:CVX / Chevron Corporation
InstitutionKeudell/Morrison Wealth Management
Latest Disclosed Ownership18,607 shares
Latest Disclosed Value $ 3,849,739
Keudell/Morrison Wealth Management reports 5.20% increase in ownership of CVX / Chevron Corporation

On April 20, 2026 - Keudell/Morrison Wealth Management filed a 13F-HR form disclosing ownership of 18,607 shares of Chevron Corporation (CH:CVX) valued at $3,849,739 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 17,687 shares of Chevron Corporation. This represents a change in shares of 5.20% 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)
2026-04-20 2026-03-31 13F CHEVRON COM 166764100 18,607 920 5.20 3,850 42.82 0.7872
2026-02-06 2025-12-31 13F CHEVRON CORP COM 166764100 17,687 462 2.68 2,696 9.29 0.5664
2025-07-22 2025-06-30 13F CHEVRON CORP COM 166764100 17,225 547 3.28 2,466 -11.61 0.5473
2025-04-23 2025-03-31 13F CHEVRON CORP COM 166764100 16,678 -65 -0.39 2,790 15.05 0.6580
2025-01-23 2024-12-31 13F CHEVRON CORP COM 166764100 16,743 1,210 7.79 2,425 6.03 0.6321
2024-10-31 2024-09-30 13F CHEVRON CORP COM 166764100 15,533 8 0.05 2,288 -5.81 0.6210
2024-07-16 2024-06-30 13F CHEVRON CORP COM 166764100 15,525 457 3.03 2,428 2.19 0.7105
2024-05-07 2024-03-31 13F CHEVRON CORP COM 166764100 15,068 265 1.79 2,377 7.61 0.7194
2024-02-14 2023-12-31 13F CHEVRON CORP COM 166764100 14,803 -347 -2.29 2,208 -13.55 0.7285
2023-10-18 2023-09-30 13F CHEVRON CORP COM 166764100 15,150 697 4.82 2,555 12.31 0.7787
2023-07-20 2023-06-30 13F CHEVRON CORP COM 166764100 14,453 322 2.28 2,274 -1.34 0.6554
2023-04-18 2023-03-31 13F CHEVRON CORP COM 166764100 14,131 -101 -0.71 2,306 -9.75 0.6791
2023-01-20 2022-12-31 13F CHEVRON CORP COM 166764100 14,232 -948 -6.25 2,554 17.10 0.8197
2022-10-12 2022-09-30 13F CHEVRON CORP COM 166764100 15,180 -218 -1.42 2,181 -2.15 0.8160
2022-07-18 2022-06-30 13F CHEVRON CORP COM 166764100 15,398 -2,184 -12.42 2,229 -22.14 0.8098
2022-04-18 2022-03-31 13F CHEVRON CORP COM 166764100 17,582 -1,899 -9.75 2,863 25.24 1.1971
2022-02-08 2021-12-31 13F CHEVRON CORP COM 166764100 19,481 -50 -0.26 2,286 15.40 0.9026
2021-12-08 2021-09-30 13F/A-1 CHEVRON CORP COM 166764100 19,531 340 1.77 1,981 -1.44 0.8493
2021-10-20 2021-09-30 13F CHEVRON CORP COM 166764100 19,531 340 1,981 0.8511
2021-07-13 2021-06-30 13F CHEVRON CORP COM 166764100 19,191 747 4.05 2,010 3.98 1.1004
2021-04-13 2021-03-31 13F CHEVRON CORP COM 166764100 18,444 229 1.26 1,933 25.68 1.1217
2021-02-12 2020-12-31 13F CHEVRON CORP COM 166764100 18,215 -954 -4.98 1,538 11.45 0.9764
2020-10-20 2020-09-30 13F CHEVRON CORP COM 166764100 19,169 470 2.51 1,380 -17.32 0.8869
2020-07-14 2020-06-30 13F CHEVRON CORP COM 166764100 18,699 580 3.20 1,669 27.11 1.3804
2020-04-20 2020-03-31 13F CHEVRON CORP COM 166764100 18,119 809 4.67 1,313 -37.06 1.2844
2020-01-29 2019-12-31 13F CHEVRON CORP COM 166764100 17,310 97 0.56 2,086 2.20 1.4425
2019-11-13 2019-09-30 13F CHEVRON CORP COM 166764100 17,213 533 3.20 2,041 2.72 1.6841
2019-08-23 2019-06-30 13F/A-1 CHEVRON CORP COM 166764100 16,680 73 0.44 1,987 -2.88 1.7401
2019-08-21 2019-03-31 13F CHEVRON CORP COM 166764100 16,607 16,607 2,046 1.7999
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.