CHEVRON CORP · CUSIP 166764100 · CIK 1742435
As of 2026-06-30, FORA Capital, LLC reported 50.90K CVX (shares), valued at $8.44M, or 0.58% of its reported non-derivative portfolio. Filed 2026-08-13.
Verify history & sources →Shares decreased 4.69%; reported value decreased 23.61%, and weight changed -0.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 0.58% | 50,904 | SEC filing ↗Filed Aug 13, 2026 |
| Q1 2026 | 0.81% | 53,411 | SEC filing ↗Filed May 15, 2026 |
| Q4 2025 | 1.31% | 71,115 | SEC filing ↗Filed Feb 13, 2026 |
| Q3 2025 | 0.19% | 6,919 | SEC filing ↗Filed Nov 13, 2025 |
| Q2 2025 | Not reported | Not reported | — |
| Q1 2025 | 1.49% | 87,617 | SEC filing ↗Filed May 14, 2025 |
| Q4 2024 | 0.54% | 32,518 | SEC filing ↗Filed Feb 14, 2025 |
| Q3 2024 | 0.92% | 53,044 | SEC filing ↗Filed Nov 13, 2024 |
| Q2 2024 | Not reported | Not reported | — |
| Q1 2024 | 0.94% | 72,686 | SEC filing ↗Filed May 2, 2024 |
| Q4 2023 | 1.22% | 94,892 | SEC filing ↗Filed Feb 14, 2024 |
| Q3 2023 | Not reported | Not reported | — |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q4 2023 | 1.22% | 94,892 | $14.15M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Feb 14, 2024 |
| Q1 2024 | 0.94% | 72,686 | $11.47M | Shares decreased 23.40%; reported value decreased 19.00%, and weight changed -0.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 2, 2024 |
| Q2 2024 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q3 2024 | 0.92% | 53,044 | $7.81M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Nov 13, 2024 |
| Q4 2024 | 0.54% | 32,518 | $4.71M | Shares decreased 38.70%; reported value decreased 39.71%, and weight changed -0.38 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 14, 2025 |
| Q1 2025 | 1.49% | 87,617 | $14.66M | Shares increased 169.44%; reported value increased 211.20%, and weight changed +0.95 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2025 |
| Q2 2025 | Not reported | — | — | This security is absent from this quarter's filing; a missing record is not treated as zero holdings. | — |
| Q3 2025 | 0.19% | 6,919 | $1.07M | A comparable prior-quarter record is unavailable; changes are not inferred. | SEC filing ↗ Filed Nov 13, 2025 |
| Q4 2025 | 1.31% | 71,115 | $10.84M | Shares increased 927.82%; reported value increased 908.76%, and weight changed +1.12 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 13, 2026 |
| Q1 2026 | 0.81% | 53,411 | $11.05M | Shares decreased 24.89%; reported value increased 1.94%, and weight changed -0.50 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 15, 2026 |
| Q2 2026 | 0.58% | 50,904 | $8.44M | Shares decreased 4.69%; reported value decreased 23.61%, and weight changed -0.23 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 13, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.