Chevron Corporation
US ˙ NYSE ˙ US1667641005

SecurityCVX / Chevron Corporation
InstitutionKeystone Financial Group
Latest Disclosed Ownership29,310 shares
Latest Disclosed Value $ 6,064,196
Keystone Financial Group reports 13.19% increase in ownership of CVX / Chevron Corporation

On May 13, 2026 - Keystone Financial Group filed a 13F-HR form disclosing ownership of 29,310 shares of Chevron Corporation (US:CVX) valued at $6,064,239 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 25,894 shares of Chevron Corporation. This represents a change in shares of 13.19% during the quarter. The current value of the position is $5,490,056 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)
2026-05-13 2026-03-31 13F CHEVRON Equtities 166764100 29,310 3,416 13.19 6,064 53.67 0.4079
2026-02-06 2025-12-31 13F CHEVRON Equities 166764100 25,894 854 3.41 3,946 1.49 0.2919
2025-11-17 2025-09-30 13F/A-1 CHEVRON Common Stock 166764100 25,040 3,313 15.25 3,889 24.98 0.2971
2025-11-14 2025-09-30 13F CHEVRON Common Stock 166764100 21,727 0 3,111 0.2473
2025-08-13 2025-06-30 13F CHEVRON Common Stock 166764100 21,727 2,469 12.82 3,111 -3.42 0.2807
2025-05-13 2025-03-31 13F CHEVRON Common Stock 166764100 19,258 2,369 14.03 3,222 31.68 0.3275
2025-02-13 2024-12-31 13F CHEVRON Common Stock 166764100 16,889 1,117 7.08 2,446 5.34 0.2406
2025-02-19 2024-09-30 13F/A-3 CHEVRON Common Stock 166764100 15,772 1,645 11.64 2,323 5.12 0.2972
2025-02-18 2024-09-30 13F/A-2 CHEVRON Common Stock 166764100 38,862 24,735 2,301 0.2994
2024-11-12 2024-09-30 13F CHEVRON Common Stock 166764100 15,772 1,645 2,323 0.7668
2024-07-31 2024-06-30 13F CHEVRON Common Stock 166764100 14,127 1,221 9.46 2,210 8.55 0.7915
2024-05-08 2024-03-31 13F CHEVRON Common Stock 166764100 12,906 1,689 15.06 2,036 21.64 0.2966
2024-02-14 2023-12-31 13F/A-1 CHEVRON Common Stock 166764100 11,217 -523 -4.45 1,673 -15.46 0.2909
2024-02-09 2023-12-31 13F CHEVRON Common Stock 166764100 11,217 -523 1,673 0.2909
2023-11-06 2023-09-30 13F CHEVRON Common Stock 166764100 11,740 951 8.81 1,980 16.62 0.3315
2023-08-07 2023-06-30 13F CHEVRON Common Stock 166764100 10,789 498 4.84 1,698 -8.12 0.2887
2023-02-07 2022-12-31 13F CHEVRON Common Stock 166764100 10,291 569 5.85 1,847 32.21 0.3647
2022-11-10 2022-09-30 13F CHEVRON Common Stock 166764100 9,722 548 5.97 1,397 5.20 0.2833
2022-08-05 2022-06-30 13F CHEVRON Common Stock 166764100 9,174 687 8.09 1,328 -3.91 0.2632
2022-05-13 2022-03-31 13F CHEVRON Common Stock 166764100 8,487 -29 -0.34 1,382 38.34 0.2347
2022-02-11 2021-12-31 13F CHEVRON Common Stock 166764100 8,516 -216 -2.47 999 12.75 0.1639
2021-11-12 2021-09-30 13F CHEVRON Common Stock 166764100 8,732 737 9.22 886 5.85 0.1603
2021-08-13 2021-06-30 13F CHEVRON Common Stock 166764100 7,995 319 4.16 837 4.10 0.1516
2021-05-11 2021-03-31 13F CHEVRON Common Stock 166764100 7,676 -133 -1.70 804 22.00 0.1566
2021-02-10 2020-12-31 13F CHEVRON Common Stock 166764100 7,809 -2,984 -27.65 659 -15.19 0.1370
2020-11-13 2020-09-30 13F CHEVRON Common Stock 166764100 10,793 53 0.49 777 -18.89 0.1907
2020-08-13 2020-06-30 13F CHEVRON Common Stock 166764100 10,740 1,113 11.56 958 37.25 0.2603
2020-05-05 2020-03-31 13F/A-1 CHEVRON Common Stock 166764100 9,627 -1,397 -12.67 698 -47.48 0.2313
2020-05-05 2020-03-31 13F CHEVRON Common Stock 166764100 11,024 0 1,329 357,039.2340
2020-02-06 2019-12-31 13F CHEVRON Common Stock 166764100 11,024 5 0.05 1,329 1.68 0.3570
2019-11-07 2019-09-30 13F CHEVRON Common Stock 166764100 11,019 -194 -1.73 1,307 -6.31 0.4020
2019-08-07 2019-06-30 13F CHEVRON Common Stock 166764100 11,213 412 3.81 1,395 4.89 0.4538
2019-05-07 2019-03-31 13F CHEVRON Common Stock 166764100 10,801 5,006 86.38 1,330 111.11 0.4730
2019-02-11 2018-12-31 13F CHEVRON Common Stock 166764100 5,795 -253 -4.18 630 -16.22 0.2847
2018-11-06 2018-09-30 13F CHEVRON Common Stock 166764100 6,048 2,691 80.16 752 80.34 0.3078
2018-08-14 2018-06-30 13F CHEVRON Common Stock 166764100 3,357 -160 -4.55 417 5.57 0.2326
2018-05-15 2018-03-31 13F CHEVRON Common Stock 166764100 3,517 288 8.92 395 -4.82 0.2194
2018-02-09 2017-12-31 13F CHEVRON Common Stock 166764100 3,229 3,229 415 0.2579
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.