Chevron Corporation
US ˙ NYSE ˙ US1667641005

SecurityCVX / Chevron Corporation
InstitutionWetherby Asset Management Inc
Latest Disclosed Ownership35,152 shares
Latest Disclosed Value $ 5,458,723
Wetherby Asset Management Inc reports 24.01% increase in ownership of CVX / Chevron Corporation

On November 14, 2025 - Wetherby Asset Management Inc filed a 13F-HR form disclosing ownership of 35,152 shares of Chevron Corporation (US:CVX) valued at $5,458,754 USD as of September 30, 2025. The entity filed a previous 13F-HR on August 14, 2025 disclosing 28,346 shares of Chevron Corporation. This represents a change in shares of 24.01% during the quarter. The current value of the position is $6,584,321 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)
2025-11-14 2025-09-30 13F CHEVRON CORP COM 166764100 35,152 6,806 24.01 5,459 34.50 0.2229
2025-08-14 2025-06-30 13F CHEVRON CORP COM 166764100 28,346 -3,751 -11.69 4,059 -12.69 0.1807
2025-02-14 2024-12-31 13F CHEVRON CORP COM 166764100 32,097 -5,045 -13.58 4,649 -15.01 0.2229
2024-11-14 2024-09-30 13F CHEVRON CORP COM 166764100 37,142 -2,314 -5.86 5,470 -11.38 0.2501
2024-08-14 2024-06-30 13F CHEVRON CORP COM 166764100 39,456 1,011 2.63 6,172 1.76 0.2910
2024-05-15 2024-03-31 13F CHEVRON CORP COM 166764100 38,445 38 0.10 6,064 5.87 0.2890
2024-02-14 2023-12-31 13F CHEVRON CORP COM 166764100 38,407 -1,170 -2.96 5,729 -14.16 0.2984
2023-11-14 2023-09-30 13F CHEVRON CORP COM 166764100 39,577 148 0.38 6,673 7.56 0.3784
2023-08-14 2023-06-30 13F CHEVRON CORP COM 166764100 39,429 -1,732 -4.21 6,204 -7.61 0.3341
2023-05-12 2023-03-31 13F CHEVRON CORP COM 166764100 41,161 -437 -1.05 6,716 -10.06 0.3930
2023-02-14 2022-12-31 13F CHEVRON CORP COM 166764100 41,598 2,228 5.66 7,466 32.00 0.4795
2022-11-14 2022-09-30 13F CHEVRON CORP COM 166764100 39,370 1,466 3.87 5,656 3.08 0.3988
2022-08-15 2022-06-30 13F CHEVRON CORP COM 166764100 37,904 1,649 4.55 5,487 -7.06 0.3745
2022-05-16 2022-03-31 13F CHEVRON CORP COM 166764100 36,255 -1,941 -5.08 5,904 31.73 0.3383
2022-02-14 2021-12-31 13F CHEVRON CORP COM 166764100 38,196 -3,101 -7.51 4,482 6.97 0.2517
2021-11-15 2021-09-30 13F CHEVRON CORP COM 166764100 41,297 114 0.28 4,190 -2.87 0.2585
2021-08-16 2021-06-30 13F CHEVRON CORP COM 166764100 41,183 5,635 15.85 4,314 15.81 0.2632
2021-05-14 2021-03-31 13F CHEVRON CORP COM 166764100 35,548 -7,172 -16.79 3,725 3.24 0.2839
2021-02-11 2020-12-31 13F CHEVRON CORP COM 166764100 42,720 4,656 12.23 3,608 31.68 0.2447
2020-12-16 2020-09-30 13F/A-01 CHEVRON CORP COM 166764100 38,064 -2,253 -5.59 2,740 -23.85 0.2512
2020-11-13 2020-09-30 13F CHEVRON CORP COM 166764100 44,016 3,699 3,169 201,576.2256
2020-08-14 2020-06-30 13F CHEVRON CORP COM 166764100 40,317 -1,231 -2.96 3,598 19.50 0.3410
2020-05-06 2020-03-31 13F CHEVRON CORP COM 166764100 41,548 -10,057 -19.49 3,011 -51.58 0.3380
2020-01-28 2019-12-31 13F CHEVRON CORP COM 166764100 51,605 -1,131 -2.14 6,219 -0.56 0.6125
2019-10-31 2019-09-30 13F CHEVRON CORP COM 166764100 52,736 454 0.87 6,254 -3.87 0.6529
2019-07-25 2019-06-30 13F CHEVRON CORP COM 166764100 52,282 10,932 26.44 6,506 27.72 0.7122
2019-07-25 2019-03-31 13F/A-1 CHEVRON CORP COM 166764100 41,350 2,173 5.55 5,094 19.52 0.6344
2019-05-09 2019-03-31 13F CHEVRON CORP COM 166764100 41,350 2,173 5,094
2019-01-30 2018-12-31 13F CHEVRON CORP COM 166764100 39,177 -803 -2.01 4,262 -12.82 0.6028
2018-11-07 2018-09-30 13F CHEVRON CORP COM 166764100 39,980 1,325 3.43 4,889 0.04 0.6039
2018-07-24 2018-06-30 13F CHEVRON CORP COM 166764100 38,655 -153 -0.39 4,887 10.42 0.6616
2018-05-04 2018-03-31 13F CHEVRON CORP COM 166764100 38,808 604 1.58 4,426 -7.46 0.6109
2018-02-09 2017-12-31 13F CHEVRON CORP COM 166764100 38,204 2,142 5.94 4,783 12.89 0.6637
2017-11-13 2017-09-30 13F CHEVRON CORP COM 166764100 36,062 938 2.67 4,237 15.61 0.6302
2017-08-01 2017-06-30 13F CHEVRON CORP COM 166764100 35,124 -300 -0.85 3,665 -3.65 0.6235
2017-04-27 2017-03-31 13F CHEVRON CORP COM 166764100 35,424 1,428 4.20 3,804 -4.95 0.6841
2017-02-08 2016-12-31 13F CHEVRON CORP COM 166764100 33,996 948 2.87 4,002 17.67 0.7838
2016-11-14 2016-09-30 13F CHEVRON CORP COM 166764100 33,048 1,102 3.45 3,401 1.55 0.6880
2016-08-10 2016-06-30 13F CHEVRON CORP COM 166764100 31,946 1,171 3.81 3,349 14.07 0.7424
2016-05-10 2016-03-31 13F CHEVRON CORP COM 166764100 30,775 -1,186 -3.71 2,936 2.12 0.6919
2016-02-08 2015-12-31 13F CHEVRON CORP COM 166764100 31,961 3,313 11.56 2,875 27.21 0.6893
2015-11-12 2015-09-30 13F CHEVRON CORP COM 166764100 28,648 3,354 13.26 2,260 -7.38 0.5790
2015-08-12 2015-06-30 13F CHEVRON CORP COM 166764100 25,294 803 3.28 2,440 -5.10 0.5866
2015-05-08 2015-03-31 13F CHEVRON CORP COM 166764100 24,491 -1,776 -6.76 2,571 -12.73 0.6259
2015-02-12 2014-12-31 13F CHEVRON CORP COM 166764100 26,267 -1,030 -3.77 2,946 -9.55 0.7409
2014-11-03 2014-09-30 13F CHEVRON CORP COM 166764100 27,297 -25 -0.09 3,257 -8.69 0.9080
2014-08-01 2014-06-30 13F CHEVRON CORP COM 166764100 27,322 -673 -2.40 3,567 7.15 1.0069
2014-05-05 2014-03-31 13F/A-1 CHEVRON CORP COM 166764100 27,995 -2,439 -8.01 3,329 -12.44 0.9542
2014-04-30 2014-03-31 13F CHEVRON CORP COM 166764100 27,995 3,329
2014-01-29 2013-12-31 13F CHEVRON CORP COM 166764100 30,434 447 1.49 3,802 4.36 1.0843
2013-10-29 2013-09-30 13F CHEVRON CORP COM 166764100 29,987 69 0.23 3,643 2.91 1.1366
2013-07-24 2013-06-30 13F CHEVRON CORP COM 166764100 29,918 29,918 3,540 1.2338
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.