Chevron Corporation
CH ˙ SWX ˙ US1667641005
SecurityCH:CVX / Chevron Corporation
InstitutionPerpetual Ltd
Latest Disclosed Ownership343,342 shares
Latest Disclosed Value $ 71,037,460
Perpetual Ltd reports 17.81% increase in ownership of CVX / Chevron Corporation

On April 14, 2026 - Perpetual Ltd filed a 13F-HR form disclosing ownership of 343,342 shares of Chevron Corporation (CH:CVX) valued at $71,037,460 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 291,440 shares of Chevron Corporation. This represents a change in shares of 17.81% 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)
2026-04-14 2026-03-31 13F CHEVRON COM 166764100 343,342 51,902 17.81 71,037 59.93 0.5361
2026-01-20 2025-12-31 13F CHEVRON CORP COM 166764100 291,440 7,058 2.48 44,418 0.58 0.6424
2025-10-10 2025-09-30 13F CHEVRON CORP COM 166764100 284,382 267,073 1,542.97 44,162 1,682.12 0.5482
2025-07-11 2025-06-30 13F CHEVRON CORP COM 166764100 17,309 97 0.56 2,478 -13.93 0.0291
2025-04-24 2025-03-31 13F CHEVRON CORP COM 166764100 17,212 0 0.00 2,879 15.53 0.0348
2025-01-17 2024-12-31 13F CHEVRON CORP COM 166764100 17,212 0 0.00 2,493 -1.66 0.0293
2024-10-09 2024-09-30 13F CHEVRON CORP COM 166764100 17,212 0 0.00 2,535 -5.87 0.0275
2024-07-30 2024-06-30 13F CHEVRON CORP COM 166764100 17,212 1,100 6.83 2,692 11.79 0.0293
2024-04-16 2024-03-31 13F/A-1 CHEVRON CORP COM 166764100 16,112 -1,962 -10.86 2,408 -10.65 0.0235
2024-04-10 2024-03-31 13F CHEVRON CORP COM 166764100 16,112 -1,962 2,408 0.0149
2024-02-15 2023-12-31 13F CHEVRON CORP COM 166764100 18,074 -3,383 -15.77 2,696 -25.51 0.0278
2023-10-10 2023-09-30 13F CHEVRON CORP COM 166764100 21,457 3,662 20.58 3,618 29.21 0.0374
2023-07-13 2023-06-30 13F CHEVRON CORP COM 166764100 17,795 -3,142 -15.01 2,800 -18.03 0.0240
2023-05-08 2023-03-31 13F CHEVRON CORP COM 166764100 20,937 725 3.59 3,416 134.78 0.0296
2020-12-08 2020-09-30 13F CHEVRON CORP COM 166764100 20,212 0 0.00 1,455 -19.35 0.1047
2020-12-08 2020-06-30 13F/A-1 CHEVRON CORP COM 166764100 20,212 20,212 1,804 0.1686
2020-11-18 2020-06-30 13F CHEVRON CORP COM 166764100 20,212 20,212 3,805 167,391.2221
2020-12-08 2020-03-31 13F/A-1 Chevron COM 166764100 0 -20,212 -100.00 0 -100.00
2020-02-12 2019-12-31 13F Chevron COM 166764100 20,212 0 0.00 2,431 1.42 0.3609
2019-10-10 2019-09-30 13F Chevron COM 166764100 20,212 1,400 7.44 2,397 2.39 0.3690
2019-07-30 2019-06-30 13F Chevron COM 166764100 18,812 -2,000 -9.61 2,341 -8.70 0.3727
2019-05-06 2019-03-31 13F CHEVRON CORP COM 166764100 20,812 0 0.00 2,564 13.40 0.3709
2019-02-08 2018-12-31 13F CHEVRON CORP COM 166764100 20,812 0 0.00 2,261 -11.16 0.3394
2018-10-30 2018-09-30 13F CHEVRON CORP COM 166764100 20,812 -1,300 -5.88 2,545 -9.14 0.3421
2018-07-23 2018-06-30 13F CHEVRON CORP COM 166764100 22,112 -1,200 -5.15 2,801 5.34 0.3408
2018-04-18 2018-03-31 13F CHEVRON CORP COM 166764100 23,312 -400 -1.69 2,659 -10.89 0.3622
2018-02-12 2017-12-31 13F CHEVRON CORP COM 166764100 23,712 1,700 7.72 2,984 14.11 0.3858
2017-11-01 2017-09-30 13F CHEVRON CORP COM 166764100 22,012 0 0.00 2,615 13.84 0.3648
2017-09-26 2017-06-30 13F CHEVRON CORP COM 166764100 22,012 1,400 6.79 2,297 1.95 0.1795
2017-09-26 2017-03-31 13F CHEVRON CORP COM 166764100 20,612 20,612 -81.64 2,253 -83.48 0.2237
2017-09-26 2016-12-31 13F CHEVRON CORP COM 166764100 0 -15,112 -100.00 0 -100.00
2017-09-26 2016-09-30 13F CHEVRON CORP COM 166764100 15,112 -23,175 -60.53 1,555 -61.26 0.1275
2017-09-26 2016-06-30 13F CHEVRON CORP COM 166764100 38,287 2,600 7.29 4,014 17.89 0.3991
2017-09-26 2016-03-31 13F CHEVRON CORP COM 166764100 35,687 2,800 8.51 3,405 15.07 0.3452
2017-09-26 2015-12-31 13F CHEVRON CORP COM 166764100 32,887 -38,500 -53.93 2,959 -47.45 0.3306
2017-09-26 2015-09-30 13F CHEVRON CORP COM 166764100 71,387 12,600 21.43 5,631 -0.71 0.6694
2017-09-26 2015-06-30 13F CHEVRON CORP COM 166764100 58,787 5,200 9.70 5,671 0.80 0.6509
2017-09-26 2015-03-31 13F CHEVRON CORP COM 166764100 53,587 3,900 7.85 5,626 0.93 0.6338
2017-09-26 2014-12-31 13F CHEVRON CORP COM 166764100 49,687 -58,846 -54.22 5,574 -56.96 0.6557
2017-09-26 2014-09-30 13F CHEVRON CORP COM 166764100 108,533 -8,134 -6.97 12,950 -14.98 1.3977
2017-09-26 2014-06-30 13F CHEVRON CORP COM 166764100 116,667 -987 -0.84 15,231 8.87 1.3428
2017-09-26 2014-03-31 13F CHEVRON CORP COM 166764100 117,654 4,599 4.07 13,990 -0.93 2.0545
2017-09-26 2013-12-31 13F CHEVRON CORP COM 166764100 113,055 800 0.71 14,122 3.54 1.8573
2017-09-26 2013-09-30 13F CHEVRON CORP COM 166764100 112,255 -9,200 -7.57 13,639 -5.11 1.9172
2017-09-26 2013-06-30 13F CHEVRON CORP COM 166764100 121,455 -12,500 -9.33 14,373 222.19 2.1607
2017-09-25 2013-03-31 13F CHEVRON CORP COM 166764100 133,955 133,955 4,461 0.6344
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.