Chevron Corporation
US ˙ NYSE ˙ US1667641005

SecurityCVX / Chevron Corporation
InstitutionSecure Asset Management, LLC
Latest Disclosed Ownership15,796 shares
Latest Disclosed Value $ 3,268,266
Secure Asset Management, LLC reports 10.94% decrease in ownership of CVX / Chevron Corporation

On April 9, 2026 - Secure Asset Management, LLC filed a 13F-HR form disclosing ownership of 15,796 shares of Chevron Corporation (US:CVX) valued at $3,268,192 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 17,737 shares of Chevron Corporation. This represents a change in shares of -10.94% during the quarter. The current value of the position is $2,958,749 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)
2026-04-09 2026-03-31 13F CHEVRON COM 166764100 15,796 -1,941 -10.94 3,268 20.90 0.5173
2026-01-20 2025-12-31 13F CHEVRON CORP COM 166764100 17,737 653 3.82 2,703 2.39 0.4231
2025-10-09 2025-09-30 13F CHEVRON CORP COM 166764100 17,084 2,813 19.71 2,641 29.22 0.4351
2025-07-10 2025-06-30 13F CHEVRON CORP COM 166764100 14,271 -3,715 -20.65 2,043 -32.08 0.3765
2025-04-10 2025-03-31 13F CHEVRON CORP COM 166764100 17,986 1,046 6.17 3,009 22.63 0.6029
2025-01-17 2024-12-31 13F CHEVRON CORP COM 166764100 16,940 2,662 18.64 2,454 16.70 0.3722
2024-10-16 2024-09-30 13F CHEVRON CORP COM 166764100 14,278 2,527 21.50 2,103 14.36 0.3543
2024-07-24 2024-06-30 13F CHEVRON CORP COM 166764100 11,751 -21 -0.18 1,838 -0.97 0.3478
2024-04-30 2024-03-31 13F CHEVRON CORP COM 166764100 11,772 -773 -6.16 1,857 -0.80 0.4366
2024-01-22 2023-12-31 13F CHEVRON CORP COM 166764100 12,545 102 0.82 1,871 -10.82 0.5029
2023-10-18 2023-09-30 13F CHEVRON CORP COM 166764100 12,443 -1,725 -12.18 2,098 -5.88 0.6278
2023-07-13 2023-06-30 13F CHEVRON CORP COM 166764100 14,168 1,226 9.47 2,229 5.59 0.6775
2023-04-13 2023-03-31 13F CHEVRON CORP COM 166764100 12,942 567 4.58 2,112 -4.95 0.7044
2023-01-20 2022-12-31 13F CHEVRON CORP COM 166764100 12,375 5,652 84.07 2,221 129.92 0.7980
2022-10-12 2022-09-30 13F CHEVRON CORP COM 166764100 6,723 1,087 19.29 966 18.38 0.5411
2022-07-20 2022-06-30 13F CHEVRON CORP COM 166764100 5,636 1,254 28.62 816 14.45 0.4519
2022-04-19 2022-03-31 13F CHEVRON CORP COM 166764100 4,382 593 15.65 713 60.22 0.3214
2022-01-24 2021-12-31 13F CHEVRON CORP COM 166764100 3,789 1,183 45.40 445 68.56 0.1802
2021-10-28 2021-09-30 13F CHEVRON CORP COM 166764100 2,606 -105 -3.87 264 -7.04 0.1303
2021-07-16 2021-06-30 13F CHEVRON CORP COM 166764100 2,711 -1,250 -31.56 284 -31.57 0.1441
2021-04-14 2021-03-31 13F CHEVRON CORP COM 166764100 3,961 979 32.83 415 64.68 0.2309
2021-02-08 2020-12-31 13F CHEVRON CORP COM 166764100 2,982 -542 -15.38 252 -0.79 0.1484
2020-10-20 2020-09-30 13F CHEVRON CORP COM 166764100 3,524 -2,884 -45.01 254 -55.59 0.1741
2020-07-14 2020-06-30 13F CHEVRON CORP COM 166764100 6,408 2,921 83.77 572 126.09 0.4033
2020-04-15 2020-03-31 13F CHEVRON CORP COM 166764100 3,487 -1,561 -30.92 253 -58.39 0.2723
2020-02-06 2019-12-31 13F CHEVRON CORP COM 166764100 5,048 5,048 608 0.4287
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.