Chevron Corporation
US ˙ NYSE ˙ US1667641005

SecurityCVX / Chevron Corporation
InstitutionBedel Financial Consulting, Inc.
Latest Disclosed Ownership8,812 shares
Latest Disclosed Value $ 1,823,207
Bedel Financial Consulting, Inc. reports 0.07% increase in ownership of CVX / Chevron Corporation

On May 4, 2026 - Bedel Financial Consulting, Inc. filed a 13F-HR form disclosing ownership of 8,812 shares of Chevron Corporation (US:CVX) valued at $1,823,203 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 8,806 shares of Chevron Corporation. This represents a change in shares of 0.07% during the quarter. The current value of the position is $1,650,576 USD.

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)
2026-05-04 2026-03-31 13F CHEVRON COM 166764100 8,812 6 0.07 1,823 35.84 0.2026
2026-01-28 2025-12-31 13F CHEVRON CORP COM 166764100 8,806 -36 -0.41 1,342 -2.26 0.1444
2025-11-07 2025-09-30 13F CHEVRON CORP COM 166764100 8,842 322 3.78 1,373 12.63 0.1753
2025-08-12 2025-06-30 13F CHEVRON CORP COM 166764100 8,520 4 0.05 1,220 5.63 0.1664
2025-05-07 2025-03-31 13F CHEVRON CORP COM 166764100 8,516 19 0.22 1,155 -11.16 0.1654
2025-02-06 2024-12-31 13F CHEVRON CORP COM 166764100 8,497 -7 -0.08 1,300 3.75 0.1805
2024-11-12 2024-09-30 13F CHEVRON CORP COM 166764100 8,504 185 2.22 1,252 -3.77 0.1767
2024-08-05 2024-06-30 13F CHEVRON CORP COM 166764100 8,319 116 1.41 1,301 0.62 0.1907
2024-05-07 2024-03-31 13F CHEVRON CORP COM 166764100 8,203 -43 -0.52 1,294 5.12 0.2030
2024-02-13 2023-12-31 13F/A-1 CHEVRON CORP COM 166764100 8,246 110 1.35 1,230 -10.28 0.2254
2024-02-08 2023-12-31 13F CHEVRON CORP COM 166764100 8,246 110 1,230 0.2254
2024-02-08 2023-09-30 13F CHEVRON CORP COM 166764100 8,136 -133 -1.61 1,372 5.38 0.2778
2023-08-10 2023-06-30 13F CHEVRON CORP COM 166764100 8,269 73 0.89 1,301 -2.69 0.2718
2023-05-02 2023-03-31 13F CHEVRON CORP COM 166764100 8,196 29 0.36 1,337 -8.74 0.3257
2023-02-07 2022-12-31 13F CHEVRON CORP COM 166764100 8,167 -25 -0.31 1,466 -3.62 0.3645
2022-11-08 2022-09-30 13F CHEVRON CORP COM 166764100 8,192 229 2.88 1,520 31.83 0.4029
2022-08-04 2022-06-30 13F CHEVRON CORP COM 166764100 7,963 5 0.06 1,153 -11.03 0.3373
2022-04-19 2022-03-31 13F CHEVRON CORP COM 166764100 7,958 -1,886 -19.16 1,296 12.21 0.4072
2022-01-11 2021-12-31 13F CHEVRON CORP COM 166764100 9,844 21 0.21 1,155 15.85 0.3592
2021-10-12 2021-09-30 13F CHEVRON CORP COM 166764100 9,823 7 0.07 997 -3.02 0.3423
2021-08-03 2021-06-30 13F CHEVRON CORP COM 166764100 9,816 342 3.61 1,028 3.52 0.3578
2021-04-26 2021-03-31 13F CHEVRON CORP COM 166764100 9,474 101 1.08 993 25.38 0.3841
2021-02-02 2020-12-31 13F CHEVRON CORP COM 166764100 9,373 -118 -1.24 792 15.96 0.3514
2020-10-20 2020-09-30 13F CHEVRON CORP COM 166764100 9,491 9 0.09 683 -19.27 0.3415
2020-07-14 2020-06-30 13F CHEVRON CORP COM 166764100 9,482 -626 -6.19 846 15.57 0.4561
2020-05-06 2020-03-31 13F CHEVRON CORP COM 166764100 10,108 -53 -0.52 732 -40.24 0.4841
2020-01-28 2019-12-31 13F CHEVRON CORP COM 166764100 10,161 45 0.44 1,225 2.08 0.6946
2019-10-09 2019-09-30 13F CHEVRON CORP COM 166764100 10,116 50 0.50 1,200 -4.23 0.7223
2019-08-01 2019-06-30 13F CHEVRON CORP COM 166764100 10,066 35 0.35 1,253 1.38 0.7615
2019-05-02 2019-03-31 13F CHEVRON CORP COM 166764100 10,031 -25 -0.25 1,236 12.98 0.7884
2019-01-28 2018-12-31 13F CHEVRON CORP COM 166764100 10,056 4 0.04 1,094 -7.37 0.7872
2018-11-01 2018-09-30 13F CHEVRON CORP COM 166764100 10,052 -154 -1.51 1,181 -8.45 0.7881
2018-07-18 2018-06-30 13F CHEVRON CORP COM 166764100 10,206 4 0.04 1,290 10.92 0.9488
2018-05-03 2018-03-31 13F CHEVRON CORP COM 166764100 10,202 5 0.05 1,163 -8.93 0.8840
2018-02-06 2017-12-31 13F CHEVRON CORP COM 166764100 10,197 10,197 1,277 1.1491
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.