Chevron Corporation
US ˙ NYSE ˙ US1667641005

SecurityCVX / Chevron Corporation
InstitutionSavvy Advisors, Inc.
Latest Disclosed Ownership50,771 shares
Latest Disclosed Value $ 10,504,549
Savvy Advisors, Inc. reports 20.02% increase in ownership of CVX / Chevron Corporation

On May 11, 2026 - Savvy Advisors, Inc. filed a 13F-HR form disclosing ownership of 50,771 shares of Chevron Corporation (US:CVX) valued at $10,504,520 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 42,302 shares of Chevron Corporation. This represents a change in shares of 20.02% during the quarter. The current value of the position is $9,509,916 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)
2026-05-11 2026-03-31 13F CHEVRON COM 166764100 50,771 8,469 20.02 10,505 62.93 0.2804
2026-01-20 2025-12-31 13F CHEVRON CORP COM 166764100 42,302 11,497 37.32 6,447 34.79 0.2083
2025-11-06 2025-09-30 13F CHEVRON CORP COM 166764100 30,805 5,331 20.93 4,784 31.15 0.2199
2025-08-04 2025-06-30 13F CHEVRON CORP COM 166764100 25,474 6,473 34.07 3,648 14.76 0.2434
2025-05-12 2025-03-31 13F CHEVRON CORP COM 166764100 19,001 4,846 34.24 3,179 55.02 0.3197
2025-02-13 2024-12-31 13F CHEVRON CORP COM 166764100 14,155 8,398 145.87 2,050 142.03 0.2466
2024-11-05 2024-09-30 13F CHEVRON CORP COM 166764100 5,757 1,591 38.19 848 30.11 0.1722
2024-08-14 2024-06-30 13F CHEVRON CORP COM 166764100 4,166 1,363 48.63 652 47.29 0.2124
2024-05-13 2024-03-31 13F CHEVRON CORP COM 166764100 2,803 986 54.27 442 63.10 0.2549
2024-02-08 2023-12-31 13F CHEVRON CORP COM 166764100 1,817 1,817 271 0.2631
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.