Chevron Corporation
CH ˙ SWX ˙ US1667641005
SecurityCH:CVX / Chevron Corporation
InstitutionPlanned Solutions, Inc.
Latest Disclosed Ownership3,438 shares
Latest Disclosed Value $ 711,299
Planned Solutions, Inc. reports 1.15% decrease in ownership of CVX / Chevron Corporation

On April 9, 2026 - Planned Solutions, Inc. filed a 13F-HR form disclosing ownership of 3,438 shares of Chevron Corporation (CH:CVX) valued at $711,299 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 3,478 shares of Chevron Corporation. This represents a change in shares of -1.15% 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)
2026-04-09 2026-03-31 13F CHEVRON CORPORATION COM Stock 166764100 3,438 -40 -1.15 711 34.15 0.2328
2026-01-28 2025-12-31 13F CHEVRON CORP NEW COM Stock 166764100 3,478 95 2.81 530 0.95 0.1700
2025-10-23 2025-09-30 13F CHEVRON CORP NEW COM Stock 166764100 3,383 162 5.03 525 13.88 0.1806
2025-07-29 2025-06-30 13F CHEVRON CORP NEW COM Stock 166764100 3,221 -233 -6.75 461 -20.10 0.1755
2025-04-09 2025-03-31 13F CHEVRON CORP NEW COM Stock 166764100 3,454 151 4.57 578 20.71 0.2340
2025-01-17 2024-12-31 13F CHEVRON CORP NEW COM Stock 166764100 3,303 107 3.35 478 1.70 0.1930
2024-10-09 2024-09-30 13F CHEVRON CORP NEW COM Stock 166764100 3,196 2 0.06 471 -5.81 0.1889
2024-07-24 2024-06-30 13F CHEVRON CORP NEW COM Stock 166764100 3,194 332 11.60 500 10.64 0.2418
2024-04-26 2024-03-31 13F CHEVRON CORP NEW COM Stock 166764100 2,862 -24 -0.83 452 4.88 0.2215
2024-01-18 2023-12-31 13F CHEVRON CORP NEW COM Stock 166764100 2,886 52 1.83 430 -9.85 0.2014
2024-02-07 2023-09-30 13F CHEVRON CORP NEW COM Stock 166764100 2,834 15 0.53 478 7.67 0.2874
2023-07-11 2023-06-30 13F CHEVRON CORP NEW COM Stock 166764100 2,819 2 0.07 444 -3.49 0.2621
2023-04-12 2023-03-31 13F CHEVRON CORP NEW COM Stock 166764100 2,817 1 0.04 460 -9.11 0.2913
2023-01-25 2022-12-31 13F CHEVRON CORP NEW COM Stock 166764100 2,816 185 7.03 505 33.60 0.3702
2022-10-20 2022-09-30 13F CHEVRON CORP NEW COM Stock 166764100 2,631 2 0.08 378 -0.79 0.3158
2022-07-14 2022-06-30 13F CHEVRON CORP NEW COM Stock 166764100 2,629 1 0.04 381 -10.98 0.3560
2022-04-08 2022-03-31 13F CHEVRON CORP NEW COM Stock 166764100 2,628 95 3.75 428 44.11 0.2987
2022-02-03 2021-12-31 13F CHEVRON CORP NEW COM Stock 166764100 2,533 40 1.60 297 13.79 0.1987
2021-07-21 2021-06-30 13F CHEVRON CORP NEW COM Stock 166764100 2,493 60 2.47 261 2.35 0.1805
2021-04-29 2021-03-31 13F CHEVRON CORP NEW COM Stock 166764100 2,433 -127 -4.96 255 18.06 0.1991
2021-01-29 2020-12-31 13F CHEVRON CORP NEW COM Stock 166764100 2,560 0 0.00 216 17.39 0.1730
2020-11-06 2020-09-30 13F CHEVRON CORP NEW COM Stock 166764100 2,560 2,560 184 0.1797
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.