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
- 3,522
- +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
- 1,677 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 4,143 | $243.4B |
| Q1 2026 | 4,311 | $298.0B |
| Q4 2025 | 3,993 | $223.3B |
| Q3 2025 | 3,802 | $225.3B |
| Q2 2025 | 3,707 | $189.0B |
| Q1 2025 | 3,825 | $222.9B |
| Q4 2024 | 3,764 | $194.0B |
| Q3 2024 | 3,487 | $198.0B |
| Q2 2024 | 3,510 | $214.0B |
| Q1 2024 | 3,522 | $212.7B |
| Q4 2023 | 3,477 | $200.3B |
| Q3 2023 | 3,338 | $222.6B |
| Q2 2023 | 3,285 | $205.0B |
| Q1 2023 | 3,272 | $217.1B |
| Q4 2022 | 3,288 | $243.6B |
| Q3 2022 | 3,056 | $195.7B |
| Q2 2022 | 3,060 | $198.4B |
| Q1 2022 | 3,070 | $223.8B |
| Q4 2021 | 2,904 | $152.3B |
| Q3 2021 | 2,578 | $130.0B |
| Q2 2021 | 2,587 | $135.0B |
| Q1 2021 | 2,575 | $135.6B |
Institutions, Q1 2024
Shares, value and share of portfolio for each institution holding Chevron Corp; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Hara Capital LLC | 3,667 | $578.4K | 0.35% | +411+12.6% | Added |
| Abacus Wealth Partners, LLC | 3,671 | $579.1K | 0.10% | +833+29.4% | Added |
| Riversedge Advisors, LLC | 3,678 | $580.2K | 0.14% | +129+3.6% | Added |
| Charter Oak Capital Management, LLC | 3,679 | $580.3K | 0.06% | −125−3.3% | Reduced |
| Klingman & Associates, LLC | 3,680 | $580.5K | 0.04% | −33−0.9% | Reduced |
| BSW Wealth Partners | 3,688 | $581.8K | 0.10% | +66+1.8% | Added |
| Gries Financial LLC | 3,690 | $582.1K | 0.10% | +499+15.6% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 3,706 | $584.6K | 0.17% | +2,348+172.9% | Added |
| Mustard Seed Financial, LLC | 3,709 | $585.1K | 0.58% | +100+2.8% | Added |
| Carmichael Hill & Associates, Inc. | 3,709 | $585.1K | 0.24% | −659−15.1% | Reduced |
| Planning Capital Management Corp | 3,709 | $585.1K | 0.43% | +299+8.8% | Added |
| New Republic Capital, LLC | 3,715 | $586.0K | 0.37% | −479−11.4% | Reduced |
| Dechtman Wealth Management, LLC | 3,720 | $586.8K | 0.14% | +40+1.1% | Added |
| Quantum Private Wealth, LLC | 3,724 | $587.4K | 0.22% | −47−1.2% | Reduced |
| Tower Wealth Partners, Inc. | 3,727 | $587.9K | 0.38% | +126+3.5% | Added |
| TCP Asset Management, LLC | 3,728 | $588.1K | 0.16% | +113+3.1% | Added |
| SOL Capital Management CO | 3,734 | $589.0K | 0.07% | 00.0% | Unchanged |
| Rice Hall James & Associates, LLC | 3,737 | $589.5K | 0.03% | 00.0% | Unchanged |
| Hyperion Partners, LLC | 3,739 | $589.7K | 0.43% | +6+0.2% | Added |
| Xcel Wealth Management, LLC | 3,747 | $591.0K | 0.18% | +112+3.1% | Added |
| America First Investment Advisors, LLC | 3,748 | $591.2K | 0.14% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 3,752 | $591.8K | 0.40% | +46+1.2% | Added |
| Firethorn Wealth Partners, LLC | 3,759 | $592.9K | 0.35% | +1,105+41.6% | Added |
| Consilium Wealth Advisory, LLC | 3,762 | $593.4K | 0.33% | +221+6.2% | Added |
| Gibbs Wealth Management | 3,765 | $593.9K | 0.34% | +3,765 | New |
| Purus Wealth Management, LLC | 3,768 | $594.4K | 0.29% | +212+6.0% | Added |
| MJP Associates Inc | 3,777 | $595.8K | 0.13% | +789+26.4% | Added |
| AA Financial Advisors, LLC | 3,791 | $598.0K | 0.24% | +3,791 | New |
| Affinity Capital Advisors, LLC | 3,801 | $599.6K | 0.13% | +41+1.1% | Added |
| Roberts Glore & Co Inc | 3,813 | $601.5K | 0.18% | 00.0% | Unchanged |
| Vance Wealth, Inc. | 3,824 | $603.2K | 0.24% | +68+1.8% | Added |
| Clare Market Investments LLC | 3,825 | $603.4K | 0.19% | +1,557+68.7% | Added |
| Kades & Cheifetz LLC | 3,828 | $603.9K | 0.39% | +118+3.2% | Added |
| First National Corp | 4,061 | $605.7K | 0.15% | 00.0% | Unchanged |
| Matthew Goff Investment Advisor, LLC | 3,844 | $606.3K | 0.12% | +50+1.3% | Added |
| Helen Stephens Group, LLC | 3,844 | $606.4K | 0.23% | −19−0.5% | Reduced |
| Maryland Capital Advisors Inc. | 3,856 | $608.2K | 0.38% | 00.0% | Unchanged |
| New Jersey Better Educational Savings Trust | 3,861 | $609.0K | 1.15% | 00.0% | Unchanged |
| Prosperity Financial Group, Inc. | 3,883 | $612.5K | 0.38% | −77−1.9% | Reduced |
| Northern Capital Management, Inc. | 3,888 | $613.3K | 0.43% | −114−2.8% | Reduced |
| Cornerstone Capital, Inc. | 3,891 | $613.8K | 0.06% | −390−9.1% | Reduced |
| Van Leeuwen & Company, LLC | 3,898 | $614.9K | 0.31% | +97+2.6% | Added |
| First Dallas Securities Inc. | 3,906 | $616.0K | 0.28% | −189−4.6% | Reduced |
| Sterling Investment Counsel, LLC | 3,913 | $617.2K | 0.29% | +248+6.8% | Added |
| Unique Wealth Strategies, LLC | 3,913 | $617.2K | 0.30% | +1,461+59.6% | Added |
| Bernardo Wealth Planning LLC | 3,913 | $617.3K | 0.17% | −94−2.3% | Reduced |
| Abel Hall, LLC | 3,916 | $617.7K | 0.46% | +1,163+42.2% | Added |
| Hilltop Partners LLC | 3,932 | $620.3K | 0.22% | +867+28.3% | Added |
| Agate Pass Investment Management, LLC | 3,934 | $620.5K | 0.33% | 00.0% | Unchanged |
| Guidance Capital, Inc | 3,952 | $622.9K | 0.23% | −207−5.0% | Reduced |
| Trillium Asset Management, LLC | 3,948 | $623.0K | 0.02% | −504−11.3% | Reduced |
| Accuvest Global Advisors | 3,951 | $623.0K | 0.27% | +953+31.8% | Added |
| Visionary Horizons, LLC | 3,928 | $624.4K | 0.49% | +50+1.3% | Added |
| Florida Financial Advisors, LLC | 3,963 | $625.2K | 0.46% | +543+15.9% | Added |
| Sound Financial Strategies Group, LLC | 3,976 | $627.2K | 0.52% | −173−4.2% | Reduced |
| Winthrop Advisory Group LLC | 3,985 | $628.7K | 0.09% | −446−10.1% | Reduced |
| HBW Advisory Services LLC | 4,217 | $629.0K | 0.12% | 00.0% | Unchanged |
| Clark Financial Services Group Inc | 3,984 | $629.0K | 0.76% | −76−1.9% | Reduced |
| Plan Group Financial, LLC | 3,993 | $629.8K | 0.41% | +1,261+46.2% | Added |
| Johnson Bixby & Associates, LLC | 3,995 | $630.2K | 0.11% | +1,685+72.9% | Added |
| Strait & Sound Wealth Management LLC | 3,894 | $630.4K | 0.35% | +99+2.6% | Added |
| Arosa Capital Management LP | 4,000 | $631.0K | 0.43% | +4,000 | New |
| Defender Capital, LLC. | 4,000 | $631.0K | 0.21% | +4,000 | New |
| Overbrook Management Corp | 4,008 | $632.2K | 0.17% | −1,020−20.3% | Reduced |
| Silver Coast Investments LLC | 4,017 | $633.6K | 0.26% | −25−0.6% | Reduced |
| Saxony Capital Management, LLC | 4,026 | $635.1K | 0.77% | +30+0.8% | Added |
| Shepherd Financial Partners LLC | 4,028 | $635.2K | 0.08% | +1,178+41.3% | Added |
| Gemmer Asset Management LLC | 4,029 | $635.6K | 0.07% | −990−19.7% | Reduced |
| Cladis Investment Advisory, LLC | 4,031 | $635.9K | 0.47% | +241+6.4% | Added |
| Summit Asset Management, LLC | 4,041 | $637.5K | 0.14% | +77+1.9% | Added |
| Red Lighthouse Investment Management, LLC | 4,042 | $637.6K | 0.26% | +11+0.3% | Added |
| Greenfield Seitz Capital Management, LLC | 4,043 | $637.7K | 0.24% | 00.0% | Unchanged |
| Boit C F David | 4,000 | $638.5K | 0.35% | 00.0% | Unchanged |
| Mattern Capital Management, LLC | 4,049 | $638.7K | 0.09% | +2,301+131.6% | Added |
| Vision Capital Management, Inc. | 4,066 | $641.4K | 0.10% | +400+10.9% | Added |
| Inspire Advisors, LLC | 4,069 | $641.9K | 0.09% | −1,569−27.8% | Reduced |
| Laidlaw Wealth Management LLC | 4,073 | $642.5K | 0.36% | −4,992−55.1% | Reduced |
| Dorchester Wealth Management Co | 4,075 | $642.8K | 0.12% | +125+3.2% | Added |
| Barry Investment Advisors, LLC | 4,079 | $643.5K | 0.21% | −335−7.6% | Reduced |
| Mill Creek Capital Advisors, LLC | 4,083 | $644.1K | 0.02% | −231−5.4% | Reduced |
| Latitude Advisors, LLC | 4,085 | $644.4K | 0.40% | −491−10.7% | Reduced |
| Sloy Dahl & Holst, LLC | 4,087 | $644.7K | 0.15% | +135+3.4% | Added |
| Cubic Asset Management, LLC | 4,091 | $645.3K | 0.15% | +37+0.9% | Added |
| Jackson Square Capital, LLC | 4,093 | $645.6K | 0.17% | −2,442−37.4% | Reduced |
| Versant Capital Management, Inc | 4,099 | $646.6K | 0.18% | −199−4.6% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 4,108 | $648.0K | 0.01% | −6,727−62.1% | Reduced |
| RDA Financial Network | 4,110 | $648.3K | 0.22% | +42+1.0% | Added |
| Mosley Wealth Management | 4,115 | $649.1K | 0.61% | −102−2.4% | Reduced |
| Pointe Capital Management LLC | 4,117 | $649.4K | 0.40% | 00.0% | Unchanged |
| Cedrus LLC | 4,127 | $651.0K | 0.36% | −65−1.6% | Reduced |
| Kingdom Financial Group LLC. | 4,130 | $651.4K | 0.46% | −1,571−27.6% | Reduced |
| Great Diamond Partners, LLC | 4,130 | $651.5K | 0.15% | −36−0.9% | Reduced |
| Altiora Financial Group, LLC | 4,130 | $651.5K | 0.18% | −100−2.4% | Reduced |
| JT Stratford LLC | 4,131 | $651.5K | 0.13% | −171−4.0% | Reduced |
| Shilanski & Associates, Inc. | 4,134 | $652.1K | 0.22% | −140−3.3% | Reduced |
| Horan Capital Advisors, LLC. | 4,136 | $652.4K | 0.23% | −150−3.5% | Reduced |
| Custom Portfolio Group LLC | 4,208 | $653.2K | 0.54% | 00.0% | Unchanged |
| Ambassador Advisors, LLC | 4,144 | $653.7K | 0.12% | +2,432+142.1% | Added |
| Fox Hill Wealth Management | 4,149 | $654.4K | 0.44% | −462−10.0% | Reduced |
| FirstPurpose Wealth LLC | 4,024 | $654.6K | 0.24% | +953+31.0% | Added |