Chevron Corporation
CH ˙ SWX ˙ US1667641005
SecurityCH:CVX / Chevron Corporation
InstitutionSheets Smith Wealth Management
Latest Disclosed Ownership6,711 shares
Latest Disclosed Value $ 1,388,544
Sheets Smith Wealth Management reports 3.06% increase in ownership of CVX / Chevron Corporation

On April 16, 2026 - Sheets Smith Wealth Management filed a 13F-HR form disclosing ownership of 6,711 shares of Chevron Corporation (CH:CVX) valued at $1,388,544 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 6,512 shares of Chevron Corporation. This represents a change in shares of 3.06% 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)
2026-04-16 2026-03-31 13F CHEVRON COM 166764100 6,711 199 3.06 1,389 39.92 0.1563
2026-01-20 2025-12-31 13F CHEVRON CORP COM 166764100 6,512 800 14.01 993 11.84 0.1089
2025-10-16 2025-09-30 13F CHEVRON CORP COM 166764100 5,712 274 5.04 887 14.01 0.1004
2025-07-15 2025-06-30 13F CHEVRON CORP COM 166764100 5,438 942 20.95 779 3.46 0.0911
2025-04-23 2025-03-31 13F CHEVRON CORP COM 166764100 4,496 -92 -2.01 752 13.25 0.0935
2025-01-17 2024-12-31 13F CHEVRON CORP COM 166764100 4,588 -53 -1.14 665 -2.78 0.0811
2024-11-01 2024-09-30 13F CHEVRON CORP COM 166764100 4,641 229 5.19 683 -1.01 0.0836
2024-07-30 2024-06-30 13F CHEVRON CORP COM 166764100 4,412 -82 -1.82 690 -2.54 0.0825
2024-05-08 2024-03-31 13F CHEVRON CORP COM 166764100 4,494 270 6.39 709 12.38 0.0794
2024-02-06 2023-12-31 13F CHEVRON CORP COM 166764100 4,224 -2,647 -38.52 630 -45.60 0.0896
2023-10-23 2023-09-30 13F CHEVRON CORP COM 166764100 6,871 116 1.72 1,159 9.04 0.1764
2023-08-09 2023-06-30 13F CHEVRON CORP COM 166764100 6,755 13 0.19 1,063 -3.45 0.1554
2023-05-26 2023-03-31 13F/A-1 CHEVRON CORP COM 166764100 6,742 14 0.21 1,100 -8.86 0.1681
2023-05-12 2023-03-31 13F CHEVRON CORP COM 166764100 163 -6,565 1,100 0.1684
2023-03-08 2022-12-31 13F CHEVRON CORP COM 166764100 6,728 -40 -0.59 1,208 24.18 0.1890
2022-11-01 2022-09-30 13F CHEVRON CORP COM 166764100 6,768 915 15.63 972 14.76 0.1623
2022-07-27 2022-06-30 13F CHEVRON CORP COM 166764100 5,853 -316 -5.12 847 -15.72 0.1394
2022-05-02 2022-03-31 13F CHEVRON CORP COM 166764100 6,169 -2,031 -24.77 1,005 4.47 0.1385
2022-01-20 2021-12-31 13F CHEVRON CORP COM 166764100 8,200 168 2.09 962 18.04 0.1194
2021-10-15 2021-09-30 13F CHEVRON CORP COM 166764100 8,032 171 2.18 815 -0.97 0.1106
2021-08-03 2021-06-30 13F CHEVRON CORP COM 166764100 7,861 11 0.14 823 0.00 0.1109
2021-04-23 2021-03-31 13F CHEVRON CORP COM 166764100 7,850 -351 -4.28 823 18.76 0.1211
2021-01-13 2020-12-31 13F CHEVRON CORP COM 166764100 8,201 -270 -3.19 693 13.61 0.1048
2020-10-26 2020-09-30 13F CHEVRON CORP COM 166764100 8,471 1,939 29.68 610 4.63 0.1061
2020-07-17 2020-06-30 13F CHEVRON CORP COM 166764100 6,532 -9,419 -59.05 583 -49.57 0.1167
2020-04-28 2020-03-31 13F CHEVRON CORP COM 166764100 15,951 6,788 74.08 1,156 4.71 0.2422
2020-01-24 2019-12-31 13F CHEVRON CORP COM 166764100 9,163 -8,171 -47.14 1,104 -46.30 0.2110
2019-10-28 2019-09-30 13F CHEVRON CORP COM 166764100 17,334 1,099 6.77 2,056 1.78 0.4227
2019-07-12 2019-06-30 13F CHEVRON CORP COM 166764100 16,235 8,161 101.08 2,020 103.02 0.4147
2019-05-13 2019-03-31 13F CHEVRON CORP COM 166764100 8,074 34 0.42 995 13.71 0.2154
2019-01-11 2018-12-31 13F CHEVRON CORP COM 166764100 8,040 -214 -2.59 875 -13.28 0.2358
2018-10-15 2018-09-30 13F CHEVRON CORP COM 166764100 8,254 -128 -1.53 1,009 -4.81 0.2088
2018-07-26 2018-06-30 13F CHEVRON CORP COM 166764100 8,382 448 5.65 1,060 17.13 0.2481
2018-04-09 2018-03-31 13F CHEVRON CORP COM 166764100 7,934 -9,440 -54.33 905 -58.39 0.2175
2018-01-12 2017-12-31 13F CHEVRON CORP COM 166764100 17,374 -324 -1.83 2,175 4.62 0.5127
2017-10-12 2017-09-30 13F CHEVRON CORP COM 166764100 17,698 -23 -0.13 2,079 12.44 0.5243
2017-07-19 2017-06-30 13F CHEVRON CORP COM 166764100 17,721 -836 -4.51 1,849 -7.18 0.4886
2017-04-10 2017-03-31 13F CHEVRON CORP COM 166764100 18,557 -3,345 -15.27 1,992 -22.73 0.5289
2017-02-03 2016-12-31 13F CHEVRON CORP COM 166764100 21,902 -525 -2.34 2,578 11.70 0.7235
2016-11-18 2016-09-30 13F CHEVRON CORP COM 166764100 22,427 148 0.66 2,308 -1.20 0.6508
2016-08-15 2016-06-30 13F CHEVRON COM 166764100 22,279 -307 -1.36 2,336 8.40 0.6787
2016-05-13 2016-03-31 13F CHEVRON COM 166764100 22,586 11,362 101.23 2,155 113.37 0.6626
2016-02-01 2015-12-31 13F CHEVRON COM 166764100 11,224 -464 -3.97 1,010 9.54 0.3054
2015-11-13 2015-09-30 13F CHEVRON CORP COM 166764100 11,688 -948 -7.50 922 -24.36 0.3118
2015-08-31 2015-06-30 13F CHEVRON COM 166764100 12,636 119 0.95 1,219 -7.23 0.3332
2015-05-05 2015-03-31 13F CHEVRON COM 166764100 12,517 285 2.33 1,314 -4.23 0.3628
2015-02-20 2014-12-31 13F CHEVRON COM 166764100 12,232 6,217 103.36 1,372 91.09 0.3580
2014-11-17 2014-09-30 13F CHEVRON COM 166764100 6,015 491 8.89 718 -0.42 0.1953
2014-09-18 2014-06-30 13F CHEVRON COM 166764100 5,524 322 6.19 721 16.48 0.1935
2014-06-02 2014-03-31 13F CHEVRON COM 166764100 5,202 146 2.89 619 -2.06 0.1732
2014-02-21 2013-12-31 13F CHEVRON COM 166764100 5,056 -90 -1.75 632 1.12 0.1743
2013-11-26 2013-09-30 13F CHEVRON COM 166764100 5,146 -35 -0.68 625 1.96 0.2033
2013-11-19 2013-06-30 13F CHEVRON COM 166764100 5,181 0 0.00 613 -0.49 0.2081
2013-05-21 2013-03-31 13F CHEVRON COM 166764100 5,181 5,181 616 0.2088
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.