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Livermore
Livermore
ZHEN

Chevron Corp

CVX
Exchange
NYSE
Industry
Petroleum Refining
SEC CIK
0000093410

In the last 90 days, Chevron Corp insiders filed 0 open-market purchases and 6 sales; 4,143 institutions reported holding it in 13F filings for Q2 2026, worth $243.4B in total; 4 superinvestors hold it, including Berkshire Hathaway and Semper Augustus.

13F holders, Q1 2024

Institutional positions in Chevron Corp as of Mar 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
3,523
+91 vs. Q4 2023
Shares held
1.35B
+7.68M (+0.6%) vs. Q4 2023
Total value
$212.7B
+$12.7B (+6.3%) vs. Q4 2023
New holders
232
1,678 more added
Sold out
141
1,281 more reduced

46 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q4 2023: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting CVX on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2024: 3,523 institutions
Q1 2021: 2,575 institutionsQ2 2021: 2,587 institutionsQ3 2021: 2,578 institutionsQ4 2021: 2,904 institutionsQ1 2022: 3,071 institutionsQ2 2022: 3,060 institutionsQ3 2022: 3,057 institutionsQ4 2022: 3,289 institutionsQ1 2023: 3,273 institutionsQ2 2023: 3,286 institutionsQ3 2023: 3,339 institutionsQ4 2023: 3,478 institutionsQ1 2024: 3,523 institutionsQ2 2024: 3,511 institutionsQ3 2024: 3,488 institutionsQ4 2024: 3,765 institutionsQ1 2025: 3,826 institutionsQ2 2025: 3,708 institutionsQ3 2025: 3,803 institutionsQ4 2025: 3,994 institutionsQ1 2026: 4,312 institutionsQ2 2026: 4,143 institutions
Value heldQ1 2024: $212.7B
Q1 2021: $135.6BQ2 2021: $135.0BQ3 2021: $130.0BQ4 2021: $152.3BQ1 2022: $223.8BQ2 2022: $198.4BQ3 2022: $195.7BQ4 2022: $243.6BQ1 2023: $217.1BQ2 2023: $205.0BQ3 2023: $222.6BQ4 2023: $200.3BQ1 2024: $212.7BQ2 2024: $214.0BQ3 2024: $198.0BQ4 2024: $194.0BQ1 2025: $222.9BQ2 2025: $189.0BQ3 2025: $225.3BQ4 2025: $223.3BQ1 2026: $298.0BQ2 2026: $243.4B
Institutions holding CVX and their total value by quarter
QuarterHoldersValue
Q2 20264,143$243.4B
Q1 20264,312$298.0B
Q4 20253,994$223.3B
Q3 20253,803$225.3B
Q2 20253,708$189.0B
Q1 20253,826$222.9B
Q4 20243,765$194.0B
Q3 20243,488$198.0B
Q2 20243,511$214.0B
Q1 20243,523$212.7B
Q4 20233,478$200.3B
Q3 20233,339$222.6B
Q2 20233,286$205.0B
Q1 20233,273$217.1B
Q4 20223,289$243.6B
Q3 20223,057$195.7B
Q2 20223,060$198.4B
Q1 20223,071$223.8B
Q4 20212,904$152.3B
Q3 20212,578$130.0B
Q2 20212,587$135.0B
Q1 20212,575$135.6B

Institutions, Q1 2024

Shares, value and share of portfolio for each institution holding Chevron Corp; share changes are against Q4 2023.

Institutions holding CVX in Q1 2024
InstitutionSharesValue% of portfolioChange in sharesAction
Quest Partners LLC4$6310.00%+4New
Blue Bell Private Wealth Management, LLC5$8180.00%−206−97.6%Reduced
Insight Financial Services10$1.58K0.00%00.0%Unchanged
NewSquare Capital LLC10$1.64K0.00%−14−58.3%Reduced
Horizon Financial Services, LLC12$1.89K0.00%+12New
PFG Private Wealth Management, LLC16$2.52K0.00%00.0%Unchanged
Dougherty Wealth Advisers LLC20$3.15K0.00%+20New
Gs Investments, Inc.21$3.31K0.00%00.0%Unchanged
Horrell Capital Management, Inc.28$4.00K0.00%00.0%Unchanged
First Pacific Financial27$4.26K0.00%+27New
Vermillion & White Wealth Management Group, LLC30$4.73K0.00%00.0%Unchanged
ClariVest Asset Management LLC33$5.18K0.00%−6−15.4%Reduced
Global Assets Advisory, LLC992,023$6.24K0.28%+992,023New
PayPay Securities Corp41$6.47K0.32%−5−10.9%Reduced
Christopher J. Hasenberg, Inc42$6.63K0.00%+42New
Legend Financial Advisors, Inc.53$8.36K0.01%00.0%Unchanged
FWL Investment Management, LLC56$8.83K0.00%−140−71.4%Reduced
Financial Avengers, Inc.66$10.5K0.01%+1+1.5%Added
Morton Brown Family Wealth, LLC68$10.7K0.00%−9−11.7%Reduced
Roble, Belko & Company, Inc71$11.0K0.00%−273−79.4%Reduced
Guardian Wealth Management, Inc.80$12.6K0.01%+1+1.3%Added
Moser Wealth Advisors, LLC80$12.6K0.01%+80New
Tower View Investment Management & Research LLC80$12.7K0.01%−37−31.6%Reduced
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna85$12.9K0.01%−809−90.5%Reduced
EnRich Financial Partners LLC95$15.0K0.01%+95New
Robbins Farley LLC100$15.8K0.01%00.0%Unchanged
Anfield Capital Management, LLC100$15.8K0.01%+100New
Advantage Trust Co110$17.4K0.01%00.0%Unchanged
Fairway Wealth LLC116$18.3K0.01%00.0%Unchanged
Red Tortoise LLC121$19.1K0.01%−24−16.6%Reduced
Richard W. Paul & Associates, LLC121$19.1K0.01%+16+15.2%Added
Kessler Investment Group, LLC125$19.7K0.01%00.0%Unchanged
Heck Capital Advisors, LLC125$19.7K0.00%00.0%Unchanged
Evolution Advisers, Inc.124$20.0K0.01%00.0%Unchanged
Lummis Asset Management, LP127$20.0K0.03%−4,040−97.0%Reduced
Redmont Wealth Advisors LLC129$20.3K0.03%+129New
Halpern Financial, Inc.131$21.0K0.01%00.0%Unchanged
Activest Wealth Management141$22.2K0.01%−323−69.6%Reduced
Cranbrook Wealth Management, LLC143$22.6K0.01%00.0%Unchanged
Cyrus J. Lawrence, LLC150$23.0K0.01%+150New
Bear Mountain Capital, Inc.148$23.1K0.01%−4−2.6%Reduced
Quarry LP151$23.8K0.01%−11−6.8%Reduced
Ogorek Anthony Joseph161$25.0K0.01%−7,351−97.9%Reduced
American Capital Advisory, LLC156$25.4K0.02%+125+403.2%Added
Hoese & Co LLP168$25.5K0.02%00.0%Unchanged
Keener Financial Planning LLC177$28.0K0.02%−190−51.8%Reduced
Valley Forge Investment Consultants Inc Adv180$28.4K0.01%00.0%Unchanged
Bare Financial Services, Inc178$28.7K0.03%00.0%Unchanged
Pension & Wealth Management Advisors, Inc.185$29.2K0.02%−48−20.6%Reduced
Lipe & Dalton197$31.0K0.02%00.0%Unchanged
Frank, Rimerman Advisors LLC198$31.2K0.01%00.0%Unchanged
Koesten, Hirschmann & Crabtree, INC.200$31.5K0.02%00.0%Unchanged
POM Investment Strategies, LLC201$31.8K0.03%+2+1.0%Added
DHJJ Financial Advisors, Ltd.206$32.5K0.01%00.0%Unchanged
University of Texas/Texas Am Investment Managment Co207$32.5K0.00%+193+1,378.6%Added
Western Pacific Wealth Management, LP207$32.7K0.02%+2+1.0%Added
JDM Financial Group LLC232$36.6K0.03%00.0%Unchanged
Bromfield Sneider Wealth Advisors235$37.1K0.02%00.0%Unchanged
Elkhorn Partners Limited Partnership240$38.0K0.03%+60+33.3%Added
Luken Investment Analytics, LLC250$39.4K0.02%00.0%Unchanged
Rational Advisors LLC252$39.8K0.00%−128−33.7%Reduced
Carolina Wealth Advisors, LLC253$39.9K0.02%00.0%Unchanged
Tfo-TDC, LLC264$41.6K0.01%−16−5.7%Reduced
NVWM, LLC272$42.9K0.01%+15+5.8%Added
Clear Investment Research, LLC278$43.9K0.06%−3−1.1%Reduced
DAGCO, Inc.281$44.4K0.02%−273−49.3%Reduced
Vima LLC280$45.7K0.05%−14−4.8%Reduced
Global Wealth Strategies & Associates310$48.8K0.02%+1+0.3%Added
Newton One Investments LLC310$48.9K0.02%+3+1.0%Added
Bradley & Co. Private Wealth Management, LLC320$50.5K0.04%00.0%Unchanged
NCP Inc.323$50.8K0.04%+323New
Byrne Asset Management LLC325$51.3K0.04%−74−18.5%Reduced
Dunhill Financial, LLC325$51.3K0.04%−60−15.6%Reduced
Riggs Asset Managment Co. Inc.327$51.6K0.02%00.0%Unchanged
Gold Investment Management Ltd.330$52.1K0.02%00.0%Unchanged
Robinswood Financial LLC329$52.4K0.02%+2+0.6%Added
VisionPoint Advisory Group, LLC335$52.8K0.02%00.0%Unchanged
Wiser Advisor Group LLC338$53.3K0.08%+4+1.2%Added
Pineridge Advisors LLC339$53.5K0.02%−118−25.8%Reduced
Dixon Mitchell Investment Counsel Inc.351$55.4K0.00%+351New
J.Safra Asset Management Corp358$56.5K0.01%−509−58.7%Reduced
Richardson Capital Management LLC365$57.6K0.05%+365New
DecisionPoint Financial, LLC350$58.1K0.02%+50+16.7%Added
Granite FO LLC400$58.4K0.03%−500−55.6%Reduced
Sofos Investments, Inc.386$59.8K0.01%+239+162.6%Added
Mowery & Schoenfeld Wealth Management, LLC385$60.7K0.12%−45−10.5%Reduced
Highline Wealth Partners LLC410$64.6K0.03%+50+13.9%Added
Delos Wealth Advisors, LLC428$67.5K0.08%+13+3.1%Added
Harvest Fund Management Co., Ltd430$68.0K0.01%+345+405.9%Added
Valued Wealth Advisors LLC434$68.4K0.05%+215+98.2%Added
CarsonAllaria Wealth Management, Ltd.439$69.3K0.04%+4+0.9%Added
MeadowBrook Investment Advisors LLC442$69.7K0.06%−200−31.2%Reduced
Canton Hathaway, LLC449$71.0K0.02%00.0%Unchanged
Breakwater Investment Management453$71.5K0.03%+453New
Stephens Consulting, LLC455$71.8K0.02%00.0%Unchanged
Burkett Financial Services, LLC459$72.3K0.04%+5+1.1%Added
Ruedi Wealth Management, Inc.459$72.4K0.03%00.0%Unchanged
Tacita Capital Inc459$72.4K0.05%+55+13.6%Added
Ramirez Asset Management, Inc.464$73.2K0.01%00.0%Unchanged
Private Wealth Management Group, LLC464$73.2K0.03%+63+15.7%Added