Chevron Corporation
US ˙ NYSE ˙ US1667641005

SecurityCVX / Chevron Corporation
InstitutionToth Financial Advisory Corp
Latest Disclosed Ownership7,230 shares
Latest Disclosed Value $ 1,495,887
Toth Financial Advisory Corp reports 120.43% increase in ownership of CVX / Chevron Corporation

On April 16, 2026 - Toth Financial Advisory Corp filed a 13F-HR form disclosing ownership of 7,230 shares of Chevron Corporation (US:CVX) valued at $1,495,887 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 3,280 shares of Chevron Corporation. This represents a change in shares of 120.43% during the quarter. The current value of the position is $1,371,603 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)
2026-04-16 2026-03-31 13F CHEVRON COM 166764100 7,230 3,950 120.43 1,496 199.60 0.1642
2026-01-20 2025-12-31 13F CHEVRON CORP COM 166764100 3,280 1 0.03 500 -1.96 0.0543
2025-10-09 2025-09-30 13F CHEVRON CORP COM 166764100 3,279 -154 -4.49 509 3.67 0.0549
2025-07-14 2025-06-30 13F CHEVRON CORP COM 166764100 3,433 -33 -0.95 492 -15.20 0.0573
2025-04-14 2025-03-31 13F CHEVRON CORP COM 166764100 3,466 131 3.93 580 19.88 0.0698
2025-01-21 2024-12-31 13F CHEVRON CORP COM 166764100 3,335 0 0.00 483 -1.63 0.0568
2024-10-21 2024-09-30 13F CHEVRON CORP COM 166764100 3,335 0 0.00 491 -5.76 0.0580
2024-07-16 2024-06-30 13F CHEVRON CORP COM 166764100 3,335 -250 -6.97 522 -7.79 0.0663
2024-04-16 2024-03-31 13F CHEVRON CORP COM 166764100 3,585 -18 -0.50 565 5.21 0.0708
2024-01-26 2023-12-31 13F CHEVRON CORP COM 166764100 3,603 0 0.00 537 -11.53 0.0729
2023-10-12 2023-09-30 13F CHEVRON CORP COM 166764100 3,603 2,569 248.45 608 274.69 0.0925
2023-07-24 2023-06-30 13F CHEVRON CORP COM 166764100 1,034 -17 -1.62 163 -5.26 0.0235
2023-04-24 2023-03-31 13F CHEVRON CORP COM 166764100 1,051 32 3.14 171 -6.04 0.0267
2023-01-24 2022-12-31 13F CHEVRON CORP COM 166764100 1,019 -60 -5.56 183 17.42 0.0297
2022-10-14 2022-09-30 13F CHEVRON CORP COM 166764100 1,079 60 5.89 155 4.73 0.0281
2022-07-25 2022-06-30 13F CHEVRON CORP COM 166764100 1,019 197 23.97 148 10.45 0.0258
2022-04-26 2022-03-31 13F CHEVRON CORP COM 166764100 822 211 34.53 134 86.11 0.0200
2022-01-31 2021-12-31 13F CHEVRON CORP COM 166764100 611 55 9.89 72 28.57 0.0098
2021-10-20 2021-09-30 13F CHEVRON CORP COM 166764100 556 0 0.00 56 -3.45 0.0085
2021-07-26 2021-06-30 13F CHEVRON CORP COM 166764100 556 0 0.00 58 0.00 0.0089
2021-04-20 2021-03-31 13F CHEVRON CORP COM 166764100 556 -200 -26.46 58 -9.37 0.0093
2021-01-25 2020-12-31 13F CHEVRON CORP COM 166764100 756 0 0.00 64 18.52 0.0110
2020-10-16 2020-09-30 13F CHEVRON CORP COM 166764100 756 200 35.97 54 8.00 0.0104
2020-07-14 2020-06-30 13F CHEVRON CORP COM 166764100 556 0 0.00 50 25.00 0.0108
2020-04-20 2020-03-31 13F CHEVRON CORP COM 166764100 556 -537 -49.13 40 -69.70 0.0116
2020-01-27 2019-12-31 13F CHEVRON CORP COM 166764100 1,093 -445 -28.93 132 -27.47 0.0268
2019-10-15 2019-09-30 13F CHEVRON CORP COM 166764100 1,538 -345 -18.32 182 -22.22 0.0399
2019-07-17 2019-06-30 13F CHEVRON CORP COM 166764100 1,883 0 0.00 234 0.86 0.0523
2019-04-15 2019-03-31 13F CHEVRON CORP COM 166764100 1,883 -270 -12.54 232 -0.85 0.0543
2019-01-22 2018-12-31 13F CHEVRON CORP COM 166764100 2,153 -85 -3.80 234 -14.60 0.0640
2018-10-15 2018-09-30 13F CHEVRON CORP COM 166764100 2,238 -145 -6.08 274 -8.97 0.0608
2018-07-23 2018-06-30 13F CHEVRON CORP COM 166764100 2,383 0 0.00 301 10.66 0.0706
2018-04-25 2018-03-31 13F CHEVRON CORP COM 166764100 2,383 -198 -7.67 272 -15.79 0.0661
2018-02-06 2017-12-31 13F CHEVRON CORP COM 166764100 2,581 -350 -11.94 323 -6.10 0.0765
2017-10-11 2017-09-30 13F Chevron COM 166764100 2,931 -55 -1.84 344 10.26 0.0868
2017-07-05 2017-06-30 13F Chevron COM 166764100 2,986 1,286 75.65 312 47.17 0.0815
2014-01-03 2013-12-31 13F Chevron COM 166764100 1,700 0 0.00 212 2.42 0.0899
2013-10-17 2013-09-30 13F Chevron COM 166764100 1,700 0 0.00 207 2.99 0.0970
2013-08-08 2013-06-30 13F Chevron COM 166764100 1,700 1,700 201 0.0989
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.