Chevron Corporation
US ˙ NYSE ˙ US1667641005

SecurityCVX / Chevron Corporation
InstitutionCastleview Partners, Llc
Latest Disclosed Ownership4,660 shares
Latest Disclosed Value $ 964,154
Castleview Partners, Llc reports 13.88% increase in ownership of CVX / Chevron Corporation

On May 1, 2026 - Castleview Partners, Llc filed a 13F-HR form disclosing ownership of 4,660 shares of Chevron Corporation (US:CVX) valued at $964,154 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 12, 2026 disclosing 4,092 shares of Chevron Corporation. This represents a change in shares of 13.88% during the quarter. The current value of the position is $884,049 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)
2026-05-01 2026-03-31 13F CHEVRON COM 166764100 4,660 568 13.88 964 54.74 0.4942
2026-01-12 2025-12-31 13F CHEVRON CORP COM 166764100 4,092 1,300 46.56 624 43.88 0.3090
2025-10-10 2025-09-30 13F CHEVRON CORP COM 166764100 2,792 144 5.44 434 14.25 0.2354
2025-07-16 2025-06-30 13F CHEVRON CORP COM 166764100 2,648 360 15.73 379 -0.79 0.2436
2025-04-22 2025-03-31 13F CHEVRON CORP COM 166764100 2,288 -37 -1.59 383 12.02 0.2591
2025-01-21 2024-12-31 13F/A-1 CHEVRON CORP COM 166764100 2,325 244 11.73 341 11.44 0.1836
2025-01-21 2024-12-31 13F CHEVRON CORP COM 166764100 2,081 0 306 0.1767
2024-10-21 2024-09-30 13F/A-1 CHEVRON CORP COM 166764100 2,081 -218 -9.48 306 -14.76 0.1767
2024-10-09 2024-09-30 13F CHEVRON CORP COM 166764100 2,299 0 360 0.2044
2024-07-31 2024-06-30 13F CHEVRON CORP COM 166764100 2,299 221 10.64 360 9.79 0.2044
2024-05-10 2024-03-31 13F CHEVRON CORP COM 166764100 2,078 466 28.91 328 36.25 0.1830
2024-02-05 2023-12-31 13F CHEVRON CORP COM 166764100 1,612 82 5.36 240 -6.61 0.1684
2023-10-26 2023-09-30 13F CHEVRON CORP COM 166764100 1,530 -109 -6.65 258 0.00 0.2384
2023-08-15 2023-06-30 13F CHEVRON CORP COM 166764100 1,639 -713 -30.31 258 -32.90 0.2323
2023-05-16 2023-03-31 13F CHEVRON CORP COM 166764100 2,352 65 2.84 384 -6.59 0.3401
2023-02-01 2022-12-31 13F CHEVRON CORP COM 166764100 2,287 276 13.72 410 41.87 0.3997
2022-11-10 2022-09-30 13F CHEVRON CORP COM 166764100 2,011 1,989 9,040.91 289 932.14 0.2761
2022-08-17 2022-06-30 13F/A-1 CHIPOTLE MEXICAN Class A 166764100 22 -3,249 -99.33 29 -94.74 0.0229
2022-08-16 2022-06-30 13F CVX Equity 166764100 409,293 406,022 2,827 0.0318
2022-05-16 2022-03-31 13F CHEVRON Equity 166764100 3,271 -953,132 -99.66 532 -93.47 0.3309
2022-02-17 2021-12-31 13F CVX Equity 166764100 956,403 945,371 8,569.35 8,150 605.63 0.0651
2021-08-17 2021-06-30 13F CVX Equity 166764100 11,032 7,752 236.34 1,155 208.82 0.5061
2018-05-07 2018-03-31 13F CHEVRON CORP COM 166764100 3,280 3,280 374 0.3091
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.