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 |
|---|---|---|---|---|---|
| Capstone Investment Advisors, LLC | 4,152 | $654.9K | 0.01% | +3,343+413.2% | Added |
| Emprise Bank | 4,160 | $656.2K | 0.44% | +4,160 | New |
| New England Research & Management, Inc. | 4,169 | $658.0K | 0.32% | −81−1.9% | Reduced |
| Professional Advisory Services Inc | 4,172 | $658.0K | 0.09% | +72+1.8% | Added |
| Brave Asset Management Inc | 4,172 | $658.1K | 0.17% | +540+14.9% | Added |
| Arrowroot Family Office, LLC | 4,188 | $660.6K | 0.42% | +10.0% | Added |
| Capital Square, LLC | 4,190 | $661.0K | 0.47% | +817+24.2% | Added |
| Hanson & Doremus Investment Management | 4,189 | $661.0K | 0.11% | −41−1.0% | Reduced |
| Black Swift Group, LLC | 4,195 | $661.7K | 0.17% | −500−10.6% | Reduced |
| Clarity Wealth Advisors, LLC | 4,195 | $661.7K | 0.22% | +119+2.9% | Added |
| Fractal Investments LLC | 4,200 | $662.5K | 0.12% | 00.0% | Unchanged |
| Leisure Capital Management | 4,208 | $663.8K | 0.33% | +53+1.3% | Added |
| Nova R Wealth, Inc. | 4,211 | $664.2K | 0.35% | −145−3.3% | Reduced |
| NorthStar Asset Management LLC | 4,212 | $664.5K | 0.50% | +312+8.0% | Added |
| Root Financial Partners, LLC | 4,217 | $665.2K | 0.20% | +444+11.8% | Added |
| Institute for Wealth Management, LLC. | 4,221 | $665.8K | 0.09% | −353−7.7% | Reduced |
| Successful Portfolios LLC | 4,235 | $668.1K | 0.46% | −662−13.5% | Reduced |
| JJJ Advisors Inc. | 4,248 | $670.1K | 0.14% | +127+3.1% | Added |
| Univest Financial Corp | 4,253 | $670.9K | 0.19% | +429+11.2% | Added |
| Houlihan Financial Resource Group, Ltd. | 4,256 | $671.0K | 0.30% | −721−14.5% | Reduced |
| JNBA Financial Advisors | 4,260 | $672.0K | 0.07% | −103−2.4% | Reduced |
| Glass Jacobson Investment Advisors llc | 4,265 | $672.7K | 0.25% | −83−1.9% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 4,266 | $672.9K | 0.29% | +340+8.7% | Added |
| Fulcrum Equity Management | 4,269 | $673.4K | 0.79% | +906+26.9% | Added |
| Diversified, LLC | 4,269 | $673.4K | 0.09% | +194+4.8% | Added |
| McRae Capital Management Inc | 4,271 | $673.7K | 0.15% | −72−1.7% | Reduced |
| Fiduciary Family Office, LLC | 4,278 | $674.8K | 0.26% | −19−0.4% | Reduced |
| Security National Bank | 4,290 | $676.7K | 0.10% | 00.0% | Unchanged |
| Orrstown Financial Services Inc | 4,294 | $677.3K | 0.38% | −65−1.5% | Reduced |
| MBB Public Markets I LLC | 4,294 | $677.3K | 0.04% | +4,294 | New |
| Beacon Investment Advisors LLC | 4,296 | $677.6K | 0.39% | +106+2.5% | Added |
| Kapstone Financial Advisors LLC | 4,297 | $677.8K | 0.46% | +81+1.9% | Added |
| Ruggaard & Associates LLC | 4,299 | $678.2K | 0.32% | +53+1.2% | Added |
| Act Wealth Management, LLC | 4,299 | $678.2K | 0.34% | −10.0% | Reduced |
| Beaird Harris Wealth Management, LLC | 4,300 | $678.2K | 0.07% | +885+25.9% | Added |
| Genesee Capital Advisors, LLC | 4,307 | $679.3K | 0.37% | +96+2.3% | Added |
| Carderock Capital Management Inc | 4,307 | $679.4K | 0.19% | −368−7.9% | Reduced |
| Cornerstone National Bank & Trust Co | 4,312 | $680.2K | 0.34% | +403+10.3% | Added |
| Howard Capital Management Group, LLC | 4,314 | $680.5K | 0.05% | 00.0% | Unchanged |
| WNY Asset Management, LLC | 4,316 | $680.9K | 0.10% | +20.0% | Added |
| Blueprint Investment Partners LLC | 4,321 | $681.7K | 0.13% | +1,483+52.3% | Added |
| W.H. Cornerstone Investments Inc. | 4,326 | $682.0K | 0.49% | −57−1.3% | Reduced |
| Alpha Family Trust | 4,330 | $683.0K | 0.41% | +480+12.5% | Added |
| Exchange Capital Management, Inc. | 4,331 | $683.2K | 0.11% | +61+1.4% | Added |
| Crestmont Private Wealth LLC | 4,334 | $683.6K | 0.34% | 00.0% | Unchanged |
| Atlas Private Wealth Management | 4,336 | $683.9K | 0.29% | −94−2.1% | Reduced |
| Defined Wealth Management, LLC | 4,337 | $684.2K | 0.49% | +56+1.3% | Added |
| Ellenbecker Investment Group | 4,346 | $685.7K | 0.14% | +65+1.5% | Added |
| Regent Peak Wealth Advisors LLC | 4,350 | $686.1K | 0.17% | −698−13.8% | Reduced |
| FMB Wealth Management | 4,350 | $686.2K | 0.55% | −294−6.3% | Reduced |
| Evermay Wealth Management LLC | 4,353 | $686.7K | 0.10% | +10+0.2% | Added |
| AF Advisors, Inc. | 4,370 | $689.3K | 0.15% | 00.0% | Unchanged |
| Ironsides Asset Advisors, LLC | 4,371 | $689.5K | 0.24% | +2,793+177.0% | Added |
| Harbor Advisors LLC | 4,372 | $689.6K | 0.13% | 00.0% | Unchanged |
| Hutner Capital Management Inc | 4,375 | $690.1K | 0.37% | 00.0% | Unchanged |
| Kolinsky Wealth Management, LLC | 4,397 | $693.6K | 0.53% | +251+6.1% | Added |
| Atticus Wealth Management, LLC | 4,397 | $693.7K | 0.23% | +250+6.0% | Added |
| Coastwise Capital Group, LLC | 4,402 | $694.3K | 0.64% | +284+6.9% | Added |
| Amplius Wealth Advisors, LLC | 4,403 | $694.5K | 0.08% | +51+1.2% | Added |
| Mainsail Financial Group, LLC | 4,404 | $694.8K | 0.48% | +151+3.6% | Added |
| Cercano Management LLC | 4,407 | $695.2K | 0.02% | 00.0% | Unchanged |
| Copperwynd Financial, LLC | 4,414 | $696.2K | 0.25% | −1,312−22.9% | Reduced |
| Winning Points Advisors, LLC | 4,670 | $696.6K | 1.07% | 00.0% | Unchanged |
| Talisman Wealth Advisors LLC | 4,417 | $696.7K | 0.88% | −256−5.5% | Reduced |
| First Heartland Consultants, Inc. | 4,416 | $697.0K | 0.07% | +62+1.4% | Added |
| Monterey Private Wealth, Inc. | 4,419 | $697.1K | 0.28% | +23+0.5% | Added |
| Armstrong Advisory Group, Inc | 4,674 | $697.2K | 0.07% | 00.0% | Unchanged |
| Birchcreek Wealth Management, LLC | 4,421 | $697.4K | 0.37% | +182+4.3% | Added |
| Well Done, LLC | 4,431 | $698.9K | 0.14% | +383+9.5% | Added |
| Sentinus, LLC | 4,442 | $700.6K | 0.25% | +4,442 | New |
| R.m.sincerbeaux Capital Management LLC | 4,450 | $701.9K | 0.45% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 4,277 | $703.7K | 0.23% | +590+16.0% | Added |
| Analyst IMS Investment Management Services Ltd. | 4,463 | $704.0K | 0.03% | +2,094+88.4% | Added |
| Operose Advisors LLC | 4,466 | $704.5K | 0.24% | +3,530+377.1% | Added |
| Renaissance Investment Group LLC | 4,466 | $704.5K | 0.16% | −1,721−27.8% | Reduced |
| J. L. Bainbridge & Co., Inc. | 4,474 | $705.7K | 0.08% | 00.0% | Unchanged |
| McElhenny Sheffield Capital Management, LLC | 4,475 | $705.9K | 0.25% | +19+0.4% | Added |
| Advisory Resource Group | 4,476 | $706.0K | 0.16% | +496+12.5% | Added |
| Michael B. Yongue | 4,490 | $708.3K | 0.62% | −223−4.7% | Reduced |
| Quent Capital, LLC | 4,490 | $708.4K | 0.08% | +148+3.4% | Added |
| Sheets Smith Wealth Management | 4,494 | $708.9K | 0.08% | +270+6.4% | Added |
| MGB Wealth Management, LLC | 4,497 | $709.4K | 0.29% | +580+14.8% | Added |
| Onefund, LLC | 4,464 | $710.1K | 0.85% | −178−3.8% | Reduced |
| NWF Advisory Services Inc. | 4,518 | $712.7K | 0.12% | −116−2.5% | Reduced |
| Fidelity D & D Bancorp Inc | 4,522 | $713.3K | 0.54% | −604−11.8% | Reduced |
| St. Louis Trust Co | 4,534 | $714.8K | 0.11% | +1,199+36.0% | Added |
| Zullo Investment Group, Inc. | 4,532 | $714.9K | 0.34% | +54+1.2% | Added |
| Evernest Financial Advisors, LLC | 4,468 | $715.0K | 0.34% | −8−0.2% | Reduced |
| Northwest Bank & Trust Co | 4,434 | $715.0K | 0.66% | −61−1.4% | Reduced |
| Ellis Investment Partners, LLC | 4,533 | $715.0K | 0.16% | +259+6.1% | Added |
| Ameliora Wealth Management Ltd. | 4,539 | $716.0K | 0.32% | −17−0.4% | Reduced |
| Vista Wealth Management Group, LLC | 4,552 | $718.0K | 0.05% | +36+0.8% | Added |
| KLR Investment Advisors, LLC | 4,435 | $718.1K | 0.52% | +133+3.1% | Added |
| Sterling Financial Group, Inc. | 4,561 | $719.5K | 0.34% | +192+4.4% | Added |
| Tanglewood Legacy Advisors, LLC | 4,572 | $721.2K | 0.36% | +18+0.4% | Added |
| Stiles Financial Services Inc | 4,570 | $721.2K | 0.29% | +212+4.9% | Added |
| SPC Financial, Inc. | 4,579 | $722.3K | 0.07% | +20.0% | Added |
| Verity Asset Management, Inc. | 4,587 | $723.6K | 0.40% | +20.0% | Added |
| General Partner, Inc. | 4,593 | $724.5K | 0.46% | +1,599+53.4% | Added |
| Mountain Pacific Investment Advisers Inc | 4,595 | $724.8K | 0.04% | −878−16.0% | Reduced |