Chevron Corporation
US ˙ NYSE ˙ US1667641005

SecurityCVX / Chevron Corporation
InstitutionWiley Bros.-aintree Capital, Llc
Latest Disclosed Ownership523,104 shares
Latest Disclosed Value $ 108,127,967
Wiley Bros.-aintree Capital, Llc reports 0.50% increase in ownership of CVX / Chevron Corporation

On May 15, 2026 - Wiley Bros.-aintree Capital, Llc filed a 13F-HR form disclosing ownership of 523,104 shares of Chevron Corporation (US:CVX) valued at $108,230,218 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 520,512 shares of Chevron Corporation. This represents a change in shares of 0.50% during the quarter. The current value of the position is $99,238,060 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)
2026-05-15 2026-03-31 13F CHEVRON COM 166764100 523,104 2,592 0.50 108,128 36.37 0.5344
2026-02-17 2025-12-31 13F CHEVRON CORP COM 166764100 520,512 40,280 8.39 79,288 6.32 0.4148
2025-11-14 2025-09-30 13F CHEVRON CORP COM 166764100 480,232 35,066 7.88 74,577 16.99 0.4776
2025-08-14 2025-06-30 13F CHEVRON CORP COM 166764100 445,166 82,422 22.72 63,744 5.82 0.4891
2025-05-15 2025-03-31 13F CHEVRON CORP COM 166764100 362,744 10,072 2.86 60,239 15.96 0.6400
2025-02-14 2024-12-31 13F CHEVRON CORP COM 166764100 352,672 164,729 87.65 51,946 87.69 0.6229
2024-11-14 2024-09-30 13F CHEVRON CORP COM 166764100 187,943 98,107 109.21 27,677 97.07 0.5340
2024-07-24 2024-06-30 13F CHEVRON CORP COM 166764100 89,836 67,144 295.89 14,044 292.40 0.6148
2024-04-11 2024-03-31 13F CHEVRON CORP COM 166764100 22,692 9,096 66.90 3,579 75.70 0.4932
2024-01-09 2023-12-31 13F CHEVRON CORP COM 166764100 13,596 3,758 38.20 2,037 22.86 0.4961
2023-10-06 2023-09-30 13F CHEVRON CORP COM 166764100 9,838 363 3.83 1,659 11.28 0.7743
2023-07-05 2023-06-30 13F CHEVRON CORP COM 166764100 9,475 222 2.40 1,491 -1.26 0.6676
2023-04-06 2023-03-31 13F CHEVRON CORP COM 166764100 9,253 -7 -0.08 1,510 -9.21 0.7260
2023-01-10 2022-12-31 13F CHEVRON CORP COM 166764100 9,260 -176 -1.87 1,662 22.57 0.8254
2022-10-11 2022-09-30 13F CHEVRON CORP COM 166764100 9,436 235 2.55 1,356 1.80 0.7844
2022-07-06 2022-06-30 13F CHEVRON CORP COM 166764100 9,201 2,332 33.95 1,332 19.03 0.7693
2022-04-26 2022-03-31 13F/A-1 CHEVRON CORP COM 166764100 6,869 2,744 66.52 1,119 131.20 0.6280
2022-04-11 2022-03-31 13F CHEVRON CORP COM 166764100 6,588 2,463 1,073 0.7729
2022-01-12 2021-12-31 13F CHEVRON CORP COM 166764100 4,125 204 5.20 484 21.61 0.2918
2021-10-07 2021-09-30 13F CHEVRON CORP COM 166764100 3,921 876 28.77 398 24.76 0.2530
2021-07-12 2021-06-30 13F CHEVRON CORP COM 166764100 3,045 532 21.17 319 21.29 0.2064
2021-04-09 2021-03-31 13F CHEVRON CORP COM 166764100 2,513 375 17.54 263 28.92 0.1914
2021-01-11 2020-12-31 13F CHEVRON CORP COM 166764100 2,138 2,138 204 0.1714
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.