Chevron Corporation
US ˙ NYSE ˙ US1667641005

SecurityCVX / Chevron Corporation
InstitutionHalbert Hargrove Global Advisors, Llc
Latest Disclosed Ownership686 shares
Latest Disclosed Value $ 142,035
Halbert Hargrove Global Advisors, Llc reports 50.44% increase in ownership of CVX / Chevron Corporation

On April 17, 2026 - Halbert Hargrove Global Advisors, Llc filed a 13F-HR form disclosing ownership of 686 shares of Chevron Corporation (US:CVX) valued at $141,933 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 456 shares of Chevron Corporation. This represents a change in shares of 50.44% during the quarter. The current value of the position is $128,495 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)
2026-04-17 2026-03-31 13F CHEVRON COM 166764100 686 230 50.44 142 105.80 0.0069
2026-01-23 2025-12-31 13F CHEVRON CORP COM 166764100 456 -166 -26.69 70 -28.12 0.0033
2025-10-16 2025-09-30 13F CHEVRON CORP COM 166764100 622 542 677.50 97 772.73 0.0047
2025-07-17 2025-06-30 13F CHEVRON CORP COM 166764100 80 -60 -42.86 12 -52.17 0.0006
2025-04-18 2025-03-31 13F CHEVRON CORP COM 166764100 140 60 75.00 24 109.09 0.0013
2025-07-17 2024-12-31 13F/A-1 CHEVRON CORP COM 166764100 80 80 12 0.0006
2025-02-05 2024-12-31 13F CHEVRON CORP COM 166764100 80 80 12 0.0006
2023-08-14 2023-06-30 13F CHEVRON CORP COM 166764100 0 -3,393 -100.00 0 -100.00
2023-04-25 2023-03-31 13F CHEVRON CORP COM 166764100 3,393 117 3.57 554 -5.79 0.0375
2023-01-25 2022-12-31 13F CHEVRON CORP COM 166764100 3,276 162 5.20 588 31.03 0.0420
2022-10-24 2022-09-30 13F CHEVRON CORP COM 166764100 3,114 358 12.99 448 12.28 0.0346
2022-08-05 2022-06-30 13F CHEVRON CORP COM 166764100 2,756 263 10.55 399 -1.72 0.0296
2022-05-13 2022-03-31 13F CHEVRON CORP COM 166764100 2,493 36 1.47 406 40.97 0.0268
2022-02-14 2021-12-31 13F CHEVRON CORP COM 166764100 2,457 128 5.50 288 22.03 0.0183
2021-10-29 2021-09-30 13F CHEVRON CORP COM 166764100 2,329 -6,203 -72.70 236 -73.60 0.0164
2021-07-29 2021-06-30 13F CHEVRON CORP COM 166764100 8,532 144 1.72 894 1.71 0.0587
2021-05-06 2021-03-31 13F CHEVRON CORP COM 166764100 8,388 41 0.49 879 24.68 0.0632
2021-02-04 2020-12-31 13F CHEVRON CORP COM 166764100 8,347 223 2.74 705 20.51 0.0534
2020-11-10 2020-09-30 13F CHEVRON CORP COM 166764100 8,124 5,559 216.73 585 155.46 0.0562
2020-08-10 2020-06-30 13F CHEVRON CORP COM 166764100 2,565 2,565 229 0.0336
2020-05-01 2020-03-31 13F CHEVRON CORP COM 166764100 0 -3,322 -100.00 0 -100.00
2020-02-12 2019-12-31 13F CHEVRON CORP COM 166764100 3,322 -302 -8.33 400 -6.98 0.1032
2019-11-12 2019-09-30 13F CHEVRON CORP COM 166764100 3,624 25 0.69 430 -4.02 0.1140
2019-07-26 2019-06-30 13F CHEVRON CORP COM 166764100 3,599 3,599 448 0.1216
2019-05-13 2019-03-31 13F CHEVRON CORP COM 166764100 0 -3,975 -100.00 0 -100.00
2019-02-11 2018-12-31 13F CHEVRON CORP COM 166764100 3,975 115 2.98 432 -8.47 0.0994
2018-10-31 2018-09-30 13F CHEVRON CORP COM 166764100 3,860 -115 -2.89 472 -6.16 0.1225
2018-08-10 2018-06-30 13F CHEVRON CORP COM 166764100 3,975 -42 -1.05 503 9.83 0.1325
2018-05-01 2018-03-31 13F CHEVRON CORP COM 166764100 4,017 19 0.48 458 -8.40 0.1214
2018-02-01 2017-12-31 13F CHEVRON CORP COM 166764100 3,998 5 0.13 500 6.61 0.1309
2017-11-02 2017-09-30 13F CHEVRON CORP COM 166764100 3,993 -691 -14.75 469 -4.09 0.1291
2017-08-04 2017-06-30 13F CHEVRON CORP COM 166764100 4,684 -56 -1.18 489 -3.93 0.1300
2017-05-04 2017-03-31 13F CHEVRON CORP COM 166764100 4,740 -246 -4.93 509 -13.29 0.1297
2017-02-09 2016-12-31 13F CHEVRON CORP COM 166764100 4,986 462 10.21 587 25.97 0.1630
2016-11-09 2016-09-30 13F CHEVRON CORP COM 166764100 4,524 -412 -8.35 466 -9.86 0.1311
2016-08-08 2016-06-30 13F CHEVRON CORP COM 166764100 4,936 414 9.16 517 19.95 0.1482
2016-05-12 2016-03-31 13F CHEVRON CORP COM 166764100 4,522 -228 -4.80 431 0.94 0.1549
2016-02-03 2015-12-31 13F CHEVRON CORP COM 166764100 4,750 1,049 28.34 427 46.23 0.1836
2015-11-12 2015-09-30 13F CHEVRON CORP COM 166764100 3,701 -5,432 -59.48 292 -66.86 0.1434
2015-08-11 2015-06-30 13F CHEVRON CORP COM 166764100 9,133 -576 -5.93 881 -13.54 0.2142
2015-05-01 2015-03-31 13F CHEVRON CORP COM 166764100 9,709 4,332 80.57 1,019 68.99 0.3270
2015-02-18 2014-12-31 13F CHEVRON CORP COM 166764100 5,377 469 9.56 603 2.90 0.3003
2014-11-12 2014-09-30 13F CHEVRON CORP COM 166764100 4,908 560 12.88 586 3.17 0.1617
2014-08-08 2014-06-30 13F CHEVRON CORP COM 166764100 4,348 27 0.62 568 10.51 0.1711
2014-05-02 2014-03-31 13F CHEVRON CORP COM 166764100 4,321 -220 -4.84 514 -9.35 0.1579
2014-02-07 2013-12-31 13F CHEVRON CORP COM 166764100 4,541 -2,898 -38.96 567 -37.28 0.1752
2013-11-14 2013-09-30 13F CHEVRON CORP COM 166764100 7,439 -307 -3.96 904 -1.42 0.2996
2013-08-15 2013-06-30 13F CHEVRON CORP COM 166764100 7,746 7,746 917 0.3360
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.