쉐브론 코퍼레이션
CH ˙ SWX ˙ US1667641005
SecurityCH:CVX / Chevron Corporation
InstitutionBogart Wealth, LLC
Latest Disclosed Ownership62,972 shares
Latest Disclosed Value $ 13,028,830
Bogart Wealth, LLC reports 29.64% decrease in ownership of CVX / Chevron Corporation

On April 28, 2026 - Bogart Wealth, LLC filed a 13F-HR form disclosing ownership of 62,972 shares of Chevron Corporation (CH:CVX) valued at $13,028,830 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 89,503 shares of Chevron Corporation. This represents a change in shares of -29.64% during the quarter.

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)
2026-04-28 2026-03-31 13F CHEVRON CORPORATION COM Stock 166764100 62,972 -26,531 -29.64 13,029 -4.49 0.5021
2026-01-30 2025-12-31 13F CHEVRON CORP NEW COM Stock 166764100 89,503 5,459 6.50 13,641 4.52 0.5474
2025-10-27 2025-09-30 13F CHEVRON CORP NEW COM Stock 166764100 84,044 -2,391 -2.77 13,051 5.45 0.5292
2025-07-30 2025-06-30 13F CHEVRON CORP NEW COM Stock 166764100 86,435 4,190 5.09 12,377 -10.05 0.5286
2025-05-02 2025-03-31 13F CHEVRON CORP NEW COM Stock 166764100 82,245 7,228 9.64 13,759 26.63 0.6491
2025-01-30 2024-12-31 13F CHEVRON CORP NEW COM Stock 166764100 75,017 -973 -1.28 10,866 -2.91 0.5153
2024-10-23 2024-09-30 13F CHEVRON CORP NEW COM Stock 166764100 75,990 9,999 15.15 11,191 8.42 0.5297
2024-07-31 2024-06-30 13F CHEVRON CORP NEW COM Stock 166764100 65,991 27 0.04 10,322 -0.80 0.5255
2024-04-25 2024-03-31 13F CHEVRON CORP NEW COM Stock 166764100 65,964 -2,910 -4.23 10,405 1.28 0.5353
2024-02-07 2023-12-31 13F CHEVRON CORP NEW COM Stock 166764100 68,874 -462 -0.67 10,273 -12.13 0.5797
2023-10-30 2023-09-30 13F CHEVRON CORP NEW COM Stock 166764100 69,336 -516 -0.74 11,691 6.37 0.7222
2023-07-31 2023-06-30 13F CHEVRON CORP NEW COM Stock 166764100 69,852 339 0.49 10,991 -3.09 0.6966
2023-04-21 2023-03-31 13F CHEVRON CORP NEW COM Stock 166764100 69,513 2,612 3.90 11,342 -5.55 0.7571
2023-02-06 2022-12-31 13F CHEVRON CORP NEW COM Stock 166764100 66,901 3,461 5.46 12,008 31.74 0.8359
2022-11-03 2022-09-30 13F CHEVRON CORP NEW COM Stock 166764100 63,440 8,417 15.30 9,114 14.41 0.7607
2022-07-22 2022-06-30 13F CHEVRON CORP NEW COM Stock 166764100 55,023 9,009 19.58 7,966 6.31 0.6988
2022-04-22 2022-03-31 13F CHEVRON CORP NEW COM Stock 166764100 46,014 -12,630 -21.54 7,493 8.88 0.6408
2022-01-19 2021-12-31 13F CHEVRON CORP NEW COM Stock 166764100 58,644 2,403 4.27 6,882 20.61 0.6214
2021-10-15 2021-09-30 13F CHEVRON CORP NEW COM Stock 166764100 56,241 3,543 6.72 5,706 3.37 0.5809
2021-08-06 2021-06-30 13F CHEVRON CORP NEW COM Stock 166764100 52,698 13,160 33.28 5,520 33.24 0.6031
2021-04-16 2021-03-31 13F CHEVRON CORP NEW COM Stock 166764100 39,538 11,119 39.13 4,143 72.70 0.5771
2021-01-14 2020-12-31 13F CHEVRON CORP NEW COM Stock 166764100 28,419 2,733 10.64 2,399 29.75 0.4452
2020-10-06 2020-09-30 13F CHEVRON CORP NEW COM Stock 166764100 25,686 990 4.01 1,849 -16.11 0.4103
2020-07-08 2020-06-30 13F CHEVRON CORP NEW COM Stock 166764100 24,696 10 0.04 2,204 23.20 0.5180
2020-04-20 2020-03-31 13F CHEVRON CORP NEW COM Stock 166764100 24,686 276 1.13 1,789 -39.19 0.4879
2020-02-10 2019-12-31 13F CHEVRON CORP NEW COM Stock 166764100 24,410 646 2.72 2,942 4.40 0.9399
2019-11-06 2019-09-30 13F/A-1 CHEVRON CORP NEW COM Stock 166764100 23,764 1,626 7.34 2,818 2.32 1.3867
2019-10-10 2019-09-30 13F CHEVRON CORP NEW COM Stock 166764100 23,764 1,626 2,818 1.2973
2019-07-11 2019-06-30 13F CHEVRON CORP NEW COM Stock 166764100 22,138 1,883 9.30 2,754 10.38 1.6644
2019-04-08 2019-03-31 13F CHEVRON CORP NEW COM Stock 166764100 20,255 1,701 9.17 2,495 23.64 1.2036
2019-01-15 2018-12-31 13F CHEVRON CORP NEW COM Stock 166764100 18,554 97 0.53 2,018 -10.59 1.0072
2018-10-16 2018-09-30 13F CHEVRON CORP NEW COM Stock 166764100 18,457 1,097 6.32 2,257 2.87 1.3069
2018-07-13 2018-06-30 13F CHEVRON CORP NEW COM Stock 166764100 17,360 673 4.03 2,194 12.11 1.3343
2018-04-12 2018-03-31 13F CHEVRON CORP NEW COM Stock 166764100 16,687 1,371 8.95 1,957 2.09 1.1314
2018-01-10 2017-12-31 13F CHEVRON CORP NEW COM Stock 166764100 15,316 542 3.67 1,917 10.24 1.2287
2017-10-12 2017-09-30 13F CHEVRON CORP NEW COM Stock 166764100 14,774 1 0.01 1,739 12.85 1.2864
2017-09-19 2017-06-30 13F CHEVRON CORP NEW COM Stock 166764100 14,773 4,211 39.87 1,541 35.89 0.9881
2017-09-19 2017-03-31 13F CHEVRON CORP NEW COM Stock 166764100 10,562 -96 -0.90 1,134 -9.57 0.7544
2017-08-30 2016-12-31 13F CHEVRON CORP NEW COM Stock 166764100 10,658 10,658 1,254 0.8493
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.