Chevron Corporation
US ˙ NYSE ˙ US1667641005

SecurityCVX / Chevron Corporation
InstitutionEP Wealth Advisors, Inc.
Latest Disclosed Ownership161,443 shares
Latest Disclosed Value $ 33,402,647
EP Wealth Advisors, Inc. reports 0.78% decrease in ownership of CVX / Chevron Corporation

On May 14, 2026 - EP Wealth Advisors, Inc. filed a 13F-HR form disclosing ownership of 161,443 shares of Chevron Corporation (US:CVX) valued at $33,402,557 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 162,709 shares of Chevron Corporation. This represents a change in shares of -0.78% during the quarter. The current value of the position is $30,239,888 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)
2026-05-14 2026-03-31 13F CHEVRON COM 166764100 161,443 -1,266 -0.78 33,403 34.70 0.1641
2026-02-18 2025-12-31 13F CHEVRON CORP COM 166764100 162,709 12,182 8.09 24,799 15.05 0.1288
2025-08-14 2025-06-30 13F CHEVRON CORP COM 166764100 150,527 3,492 2.37 21,554 -12.37 0.1417
2025-05-15 2025-03-31 13F CHEVRON CORP COM 166764100 147,035 18,415 14.32 24,597 32.04 0.1965
2025-02-14 2024-12-31 13F CHEVRON CORP COM 166764100 128,620 -535 -0.41 18,629 -2.06 0.1520
2024-11-15 2024-09-30 13F CHEVRON CORP COM 166764100 129,155 18,104 16.30 19,021 9.50 0.1635
2024-08-19 2024-06-30 13F CHEVRON CORP COM 166764100 111,051 7,967 7.73 17,371 6.83 0.1845
2024-05-14 2024-03-31 13F CHEVRON CORP COM 166764100 103,084 3,847 3.88 16,261 9.85 0.1901
2024-02-28 2023-12-31 13F CHEVRON CORP COM 166764100 99,237 -1,457 -1.45 14,802 -12.82 0.1888
2023-11-24 2023-09-30 13F CHEVRON CORP COM 166764100 100,694 80,618 401.56 16,979 3.18 0.2634
2023-08-14 2023-06-30 13F CHEVRON CORP COM 166764100 20,076 -375,192 -94.92 16,457 -43.97 0.2372
2023-06-05 2023-03-31 13F CHEVRON CORP COM 166764100 395,268 300,007 314.93 29,372 71.79 0.5052
2023-06-12 2022-12-31 13F CHEVRON CORP COM 166764100 95,261 -317 -0.33 17,098 24.51 0.3081
2022-12-02 2022-09-30 13F CHEVRON CORP COM 166764100 95,578 28,728 42.97 13,732 41.87 0.3114
2022-08-11 2022-06-30 13F CHEVRON CORP COM 166764100 66,850 -1,626 -2.37 9,679 -13.19 0.2180
2022-05-20 2022-03-31 13F CHEVRON CORP COM 166764100 68,476 -7,701 -10.11 11,150 24.73 0.2448
2022-02-17 2021-12-31 13F CHEVRON CORP COM 166764100 76,177 866 1.15 8,939 17.00 0.2113
2021-11-23 2021-09-30 13F/A-1 CHEVRON CORP COM 166764100 75,311 -727 -0.96 7,640 -4.07 0.2095
2021-11-16 2021-09-30 13F CHEVRON CORP COM 166764100 1,126 -74,912 7,640 0.2095
2021-08-24 2021-06-30 13F CHEVRON CORP COM 166764100 76,038 -6,927 -8.35 7,964 -8.40 0.2208
2021-05-17 2021-03-31 13F CHEVRON CORP COM 166764100 82,965 16,984 25.74 8,694 56.03 0.2764
2021-02-18 2020-12-31 13F CHEVRON CORP COM 166764100 65,981 11,373 20.83 5,572 41.71 0.1959
2020-11-17 2020-09-30 13F CHEVRON CORP COM 166764100 54,608 2,731 5.26 3,932 -15.06 0.1692
2020-08-14 2020-06-30 13F CHEVRON CORP COM 166764100 51,877 -6,256 -10.76 4,629 9.90 0.1977
2020-05-18 2020-03-31 13F CHEVRON CORP COM 166764100 58,133 -2,018 -3.35 4,212 -41.90 0.2061
2020-02-14 2019-12-31 13F CHEVRON CORP COM 166764100 60,151 3,724 6.60 7,249 8.32 0.2985
2019-11-18 2019-09-30 13F CHEVRON CORP COM 166764100 56,427 5,059 9.85 6,692 4.69 0.3319
2019-08-27 2019-06-30 13F CHEVRON CORP COM 166764100 51,368 2,525 5.17 6,392 6.23 0.3993
2019-05-20 2019-03-31 13F CHEVRON CORP COM 166764100 48,843 592 1.23 6,017 14.63 0.5786
2019-02-15 2018-12-31 13F CHEVRON CORP COM 166764100 48,251 -4,982 -9.36 5,249 -19.36 0.4049
2018-11-15 2018-09-30 13F CHEVRON CORP COM 166764100 53,233 4,487 9.20 6,509 5.61 0.5086
2018-08-14 2018-06-30 13F CHEVRON CORP COM 166764100 48,746 -2,082 -4.10 6,163 6.33 0.5815
2018-05-15 2018-03-31 13F CHEVRON CORP COM 166764100 50,828 9,688 23.55 5,796 12.54 0.5602
2018-02-15 2017-12-31 13F CHEVRON CORP COM 166764100 41,140 3,853 10.33 5,150 17.55 0.5434
2017-11-15 2017-09-30 13F CHEVRON CORP COM 166764100 37,287 -4,789 -11.38 4,381 -0.21 0.5060
2017-08-17 2017-06-30 13F CHEVRON CORP COM 166764100 42,076 9,440 28.93 4,390 25.29 0.5381
2017-05-15 2017-03-31 13F CHEVRON CORP COM 166764100 32,636 -8,783 -21.21 3,504 -27.15 0.4833
2017-02-15 2016-12-31 13F CHEVRON CORP COM 166764100 41,419 9,201 28.56 4,810 45.05 0.7030
2016-11-14 2016-09-30 13F CHEVRON CORP COM 166764100 32,218 2,065 6.85 3,316 4.90 0.5182
2016-08-15 2016-06-30 13F CHEVRON CORP COM 166764100 30,153 981 3.36 3,161 13.58 0.5037
2016-05-16 2016-03-31 13F CHEVRON CORP COM 166764100 29,172 6,673 29.66 2,783 37.50 0.4268
2016-02-16 2015-12-31 13F CHEVRON CORP COM 166764100 22,499 -1,757 -7.24 2,024 5.80 0.3402
2015-11-17 2015-09-30 13F CHEVRON CORP COM 166764100 24,256 -5,514 -18.52 1,913 -33.37 0.3647
2015-08-14 2015-06-30 13F Chevron Common 166764100 29,770 3,403 12.91 2,872 3.72 0.5382
2015-05-15 2015-03-31 13F Chevron Common 166764100 26,367 -5,403 -17.01 2,768 -22.33 0.5205
2015-02-17 2014-12-31 13F Chevron Common 166764100 31,770 -487 -1.51 3,564 -7.40 0.5873
2014-11-12 2014-09-30 13F Chevron Common 166764100 32,257 4,304 15.40 3,849 5.48 0.6233
2014-07-25 2014-06-30 13F Chevron Common 166764100 27,953 -3,548 -11.26 3,649 -2.59 0.8480
2014-05-15 2014-03-31 13F ChevronCorp. Common 166764100 31,501 -3,469 -9.92 3,746 -14.24 1.0246
2014-02-14 2013-12-31 13F Chevron Common 166764100 34,970 2,496 7.69 4,368 10.69 1.1329
2013-11-14 2013-09-30 13F Chevron Common 166764100 32,474 -530 -1.61 3,946 1.02 1.2398
2013-08-14 2013-06-30 13F Chevron Common 166764100 33,004 33,004 3,906 1.4093
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.