Chevron Corporation
US ˙ NYSE ˙ US1667641005

SecurityCVX / Chevron Corporation
InstitutionMeridian Wealth Management, LLC
Latest Disclosed Ownership77,691 shares
Latest Disclosed Value $ 16,074,330
Meridian Wealth Management, LLC reports 0.01% decrease in ownership of CVX / Chevron Corporation

On May 6, 2026 - Meridian Wealth Management, LLC filed a 13F-HR form disclosing ownership of 77,691 shares of Chevron Corporation (US:CVX) valued at $16,074,268 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 77,698 shares of Chevron Corporation. This represents a change in shares of -0.01% during the quarter. The current value of the position is $14,552,301 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)
2026-05-06 2026-03-31 13F CHEVRON COM 166764100 77,691 -7 -0.01 16,074 35.75 0.5644
2026-02-04 2025-12-31 13F CHEVRON CORP COM 166764100 77,698 -1,115 -1.41 11,842 -3.24 0.4168
2025-11-04 2025-09-30 13F CHEVRON CORP COM 166764100 78,813 469 0.60 12,239 9.09 0.4691
2025-08-08 2025-06-30 13F CHEVRON CORP COM 166764100 78,344 1,389 1.80 11,218 -12.86 0.4790
2025-05-12 2025-03-31 13F CHEVRON CORP COM 166764100 76,955 4,410 6.08 12,874 22.52 0.6232
2025-02-06 2024-12-31 13F CHEVRON CORP COM 166764100 72,545 -2,502 -3.33 10,507 -4.93 0.4971
2024-11-12 2024-09-30 13F CHEVRON CORP COM 166764100 75,047 75,047 11,052 0.5433
2024-08-08 2024-06-30 13F CHEVRON CORP COM 166764100 0 -69,704 -100.00 0 -100.00
2024-04-25 2024-03-31 13F CHEVRON CORP COM 166764100 69,704 8,901 14.64 10,995 21.24 1.8304
2024-02-08 2023-12-31 13F CHEVRON CORP COM 166764100 60,803 9,421 18.34 9,069 4.69 0.5791
2023-10-17 2023-09-30 13F CHEVRON CORP COM 166764100 51,382 26,974 110.51 8,664 125.60 0.5308
2023-08-02 2023-06-30 13F CHEVRON CORP COM 166764100 24,408 -5,488 -18.36 3,841 -21.26 0.3238
2023-05-15 2023-03-31 13F CHEVRON CORP COM 166764100 29,896 -165 -0.55 4,878 -9.60 0.4254
2023-02-14 2022-12-31 13F CHEVRON CORP COM 166764100 30,061 1,410 4.92 5,396 31.07 0.5283
2022-11-14 2022-09-30 13F CHEVRON CORP COM 166764100 28,651 -1,078 -3.63 4,116 -4.37 0.4428
2022-08-05 2022-06-30 13F CHEVRON CORP COM 166764100 29,729 3,473 13.23 4,304 0.68 0.3521
2022-05-12 2022-03-31 13F CHEVRON CORP COM 166764100 26,256 -1,863 -6.63 4,275 29.55 0.4672
2022-01-27 2021-12-31 13F CHEVRON CORP COM 166764100 28,119 -765 -2.65 3,300 12.63 0.3524
2021-10-15 2021-09-30 13F CHEVRON CORP COM 166764100 28,884 -5,451 -15.88 2,930 -18.52 0.3614
2021-07-22 2021-06-30 13F CHEVRON CORP COM 166764100 34,335 311 0.91 3,596 0.87 0.4583
2021-05-07 2021-03-31 13F CHEVRON CORP COM 166764100 34,024 7,083 26.29 3,565 56.70 0.5189
2021-01-19 2020-12-31 13F CHEVRON CORP COM 166764100 26,941 5,147 23.62 2,275 45.00 0.3610
2020-10-09 2020-09-30 13F CHEVRON CORP COM 166764100 21,794 -2,863 -11.61 1,569 -28.68 0.3847
2020-07-15 2020-06-30 13F CHEVRON CORP COM 166764100 24,657 9,931 67.44 2,200 106.19 0.7363
2020-04-16 2020-03-31 13F CHEVRON CORP COM 166764100 14,726 7,953 117.42 1,067 30.76 0.4727
2020-01-09 2019-12-31 13F CHEVRON CORP COM 166764100 6,773 -1,272 -15.81 816 -14.47 0.3924
2019-11-08 2019-09-30 13F CHEVRON CORP COM 166764100 8,045 35 0.44 954 -90.43 0.4491
2019-07-19 2019-06-30 13F CHEVRON CORP COM 166764100 8,010 56 0.70 9,967 917.04 0.4034
2019-06-03 2019-03-31 13F/A-1 CHEVRON CORP COM 166764100 7,954 -2,196 -21.64 980 -11.23 0.4459
2019-05-15 2019-03-31 13F CHEVRON CORP COM 166764100 7,954 -2,196 9,798
2019-02-05 2018-12-31 13F CHEVRON CORP COM 166764100 10,150 3,137 44.73 1,104 28.67 0.6502
2018-10-19 2018-09-30 13F CHEVRON CORP COM 166764100 7,013 -4,485 -39.01 858 -40.99 0.3689
2018-08-06 2018-06-30 13F CHEVRON CORP COM 166764100 11,498 3,712 47.68 1,454 63.74 0.6842
2018-05-08 2018-03-31 13F CHEVRON CORP COM 166764100 7,786 1,527 24.40 888 15.18 0.4429
2018-01-30 2017-12-31 13F CHEVRON CORP COM 166764100 6,259 101 1.64 771 6.64 0.4751
2017-10-31 2017-09-30 13F CHEVRON CORP COM 166764100 6,158 -6,478 -51.27 723 -45.14 0.4584
2017-07-25 2017-06-30 13F CHEVRON CORP COM 166764100 12,636 442 3.62 1,318 0.69 0.8350
2017-05-17 2017-03-31 13F/A-1 CHEVRON CORP COM 166764100 12,194 3,941 47.75 1,309 37.21 0.7846
2017-05-15 2017-03-31 13F CHEVRON Common 166764100 1,309,300 1,309
2017-02-13 2016-12-31 13F CHEVRON CORP COM 166764100 8,253 8,253 954 0.7563
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.