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 |
|---|---|---|---|---|---|
| Oxford Financial Group Ltd | 4,611 | $727.4K | 0.05% | −508−9.9% | Reduced |
| LJI Wealth Management, LLC | 4,618 | $728.4K | 0.19% | +8+0.2% | Added |
| Wrapmanager Inc | 4,620 | $728.8K | 0.20% | +73+1.6% | Added |
| Silicon Valley Capital Partners | 4,633 | $730.8K | 0.11% | +1,965+73.7% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 4,636 | $731.3K | 0.01% | −102−2.2% | Reduced |
| Stony Point Wealth Management Inc. | 4,643 | $732.4K | 0.32% | −96−2.0% | Reduced |
| Retirement Guys Formula LLC | 4,645 | $732.7K | 0.36% | +4,645 | New |
| Revisor Wealth Management LLC | 4,780 | $733.8K | 0.33% | +2,135+80.7% | Added |
| Van Den Berg Management I, Inc | 4,659 | $734.9K | 0.22% | +835+21.8% | Added |
| OneAscent Financial Services LLC | 4,669 | $736.0K | 0.08% | −403−7.9% | Reduced |
| Hummer Financial Advisory Services Inc | 4,683 | $738.7K | 0.61% | +250+5.6% | Added |
| Sienna Gestion | 4,683 | $738.7K | 0.07% | +4,683 | New |
| Accredited Investors Inc. | 4,683 | $738.8K | 0.05% | +145+3.2% | Added |
| Safeguard Investment Advisory Group, LLC | 4,686 | $739.2K | 0.25% | −19−0.4% | Reduced |
| BOK Financial Private Wealth, Inc. | 4,690 | $739.8K | 0.06% | −76−1.6% | Reduced |
| Eldridge Investment Advisors, Inc. | 4,689 | $740.0K | 0.19% | 00.0% | Unchanged |
| Alta Advisers Ltd | 4,700 | $741.4K | 0.37% | 00.0% | Unchanged |
| Cherry Creek Investment Advisors, Inc. | 4,706 | $742.4K | 0.40% | +43+0.9% | Added |
| Diamant Asset Management, Inc. | 4,716 | $743.9K | 0.52% | +296+6.7% | Added |
| First National Bank Sioux Falls | 4,717 | $744.1K | 0.41% | +481+11.4% | Added |
| Hohimer Wealth Management, LLC | 4,724 | $745.2K | 0.17% | +1,522+47.5% | Added |
| Fortitude Advisory Group L.L.C. | 4,733 | $746.5K | 0.42% | −3,771−44.3% | Reduced |
| Elite Wealth Management, Inc. | 4,737 | $747.2K | 0.18% | 00.0% | Unchanged |
| KRS Capital Management, LLC | 4,750 | $749.3K | 0.60% | −432−8.3% | Reduced |
| Vantage Consulting Group Inc | 4,756 | $750.2K | 0.48% | −109−2.2% | Reduced |
| Opus Capital Group, LLC | 4,775 | $753.0K | 0.11% | −475−9.0% | Reduced |
| HTG Investment Advisors, Inc. | 4,783 | $754.5K | 0.44% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 4,792 | $755.8K | 0.07% | +1,080+29.1% | Added |
| Meadow Creek Wealth Advisors LLC | 4,793 | $756.0K | 0.53% | −6−0.1% | Reduced |
| Ballew Advisors, Inc | 4,650 | $756.4K | 0.52% | +13+0.3% | Added |
| Eubel Brady & Suttman Asset Management Inc | 4,801 | $757.0K | 0.10% | +190+4.1% | Added |
| SCP Investment, LP | 4,800 | $757.2K | 0.48% | −3,000−38.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 4,801 | $757.4K | 0.33% | +2,528+111.2% | Added |
| Smallwood Wealth Investment Management, LLC | 4,806 | $758.2K | 0.59% | 00.0% | Unchanged |
| Bremer Bank National Association | 4,828 | $761.6K | 0.14% | −5,095−51.3% | Reduced |
| Clear Rock Advisors, LLC | 4,844 | $764.1K | 0.33% | +9+0.2% | Added |
| Moulton Wealth Management, Inc | 4,846 | $764.4K | 0.80% | 00.0% | Unchanged |
| Pingora Partners LLC | 4,848 | $764.7K | 0.56% | +595+14.0% | Added |
| Corundum Group, Inc. | 4,856 | $766.0K | 0.37% | −151−3.0% | Reduced |
| Fca Corp | 4,875 | $769.0K | 0.25% | +1,375+39.3% | Added |
| Addison Advisors LLC | 4,877 | $769.3K | 0.26% | −54−1.1% | Reduced |
| Beacon Capital Management, LLC | 4,879 | $769.5K | 0.16% | +839+20.8% | Added |
| James Hambro & Partners | 4,896 | $772.1K | 0.04% | +79+1.6% | Added |
| Paulson Wealth Management Inc. | 4,899 | $772.8K | 0.23% | +1,010+26.0% | Added |
| Sierra Capital LLC | 4,905 | $774.0K | 0.10% | 00.0% | Unchanged |
| Sprinkle Financial Consultants LLC | 4,915 | $775.3K | 0.66% | +4+0.1% | Added |
| Octavia Wealth Advisors, LLC | 4,916 | $775.5K | 0.11% | −338−6.4% | Reduced |
| Merriman Wealth Management, LLC | 4,929 | $777.5K | 0.03% | −599−10.8% | Reduced |
| Winch Advisory Services, LLC | 4,944 | $779.9K | 0.24% | +1,200+32.1% | Added |
| Leonteq Securities AG | 4,950 | $780.8K | 0.11% | −18,157−78.6% | Reduced |
| Aletheian Wealth Advisors LLC | 4,976 | $784.9K | 0.43% | +434+9.6% | Added |
| Paragon Capital Management Ltd | 4,976 | $785.1K | 0.14% | −157−3.1% | Reduced |
| Sterling Wealth Management, Inc. | 4,982 | $785.8K | 0.39% | +31+0.6% | Added |
| Salomon & Ludwin, LLC | 4,987 | $786.6K | 0.07% | +600+13.7% | Added |
| JB Capital LLC | 4,988 | $787.0K | 0.05% | +106+2.2% | Added |
| American Assets Inc | 5,000 | $788.7K | 0.30% | 00.0% | Unchanged |
| Opus Investment Management Inc | 5,000 | $788.7K | 0.51% | 00.0% | Unchanged |
| Cottonwood Capital Advisors, LLC | 5,005 | $788.7K | 0.63% | −259−4.9% | Reduced |
| Atwood & Palmer Inc | 5,003 | $789.2K | 0.06% | −162−3.1% | Reduced |
| LongView Wealth Management | 5,014 | $790.9K | 0.31% | −375−7.0% | Reduced |
| Appleton Partners Inc | 5,019 | $792.0K | 0.06% | −757−13.1% | Reduced |
| Relyea Zuckerberg Hanson LLC | 5,023 | $792.3K | 0.14% | −85−1.7% | Reduced |
| Nichols & Pratt Advisers LLP | 5,027 | $793.0K | 0.05% | +14+0.3% | Added |
| Campbell Wealth Management | 5,027 | $793.0K | 0.08% | +1,976+64.8% | Added |
| Wealthquest Corp | 5,043 | $795.6K | 0.09% | −421−7.7% | Reduced |
| Outfitter Financial LLC | 5,048 | $796.3K | 0.65% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 5,051 | $796.7K | 0.04% | +410+8.8% | Added |
| First Western Trust Bank | 5,078 | $801.0K | 0.04% | −2,119−29.4% | Reduced |
| Powers Advisory Group, LLC | 5,086 | $802.3K | 0.46% | −6−0.1% | Reduced |
| Veracity Capital LLC | 5,101 | $804.6K | 0.31% | +386+8.2% | Added |
| Chapman Investment Management, LLC | 5,113 | $806.5K | 0.59% | −284−5.3% | Reduced |
| Sterneck Capital Management, LLC | 5,125 | $808.4K | 0.48% | −200−3.8% | Reduced |
| Total Wealth Planning, LLC | 5,126 | $808.6K | 0.14% | −120−2.3% | Reduced |
| LifeSteps Financial, Inc. | 5,127 | $808.7K | 0.61% | −200−3.8% | Reduced |
| Brandywine Trust Co | 5,129 | $809.0K | 0.14% | 00.0% | Unchanged |
| Perennial Advisors, LLC | 5,132 | $809.4K | 0.19% | +5+0.1% | Added |
| Gerber Kawasaki Wealth & Investment Management | 5,139 | $810.6K | 0.04% | +131+2.6% | Added |
| Cross Staff Investments Inc | 5,139 | $810.7K | 0.68% | 00.0% | Unchanged |
| WorthPointe, LLC | 5,143 | $811.2K | 0.41% | +26+0.5% | Added |
| Islay Capital Management, LLC | 5,147 | $811.9K | 0.60% | −24−0.5% | Reduced |
| Aspire Capital Advisors LLC | 5,153 | $812.8K | 0.27% | +121+2.4% | Added |
| Edge Wealth Management LLC | 5,161 | $814.1K | 0.17% | −754−12.7% | Reduced |
| Fortune 45 LLC | 5,168 | $814.3K | 0.67% | −60−1.1% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 5,173 | $816.0K | 0.33% | +31+0.6% | Added |
| Catalina Capital Group, LLC | 5,197 | $819.8K | 0.35% | +2,841+120.6% | Added |
| Mendel Capital Management LLC | 5,208 | $821.5K | 0.54% | +298+6.1% | Added |
| Tanager Wealth Management LLP | 5,209 | $821.7K | 0.13% | −86−1.6% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 5,210 | $821.8K | 0.11% | +2,425+87.1% | Added |
| Fusion Capital, LLC | 5,213 | $822.2K | 0.38% | −93−1.8% | Reduced |
| V-Square Quantitative Management LLC | 5,231 | $825.1K | 0.14% | 00.0% | Unchanged |
| Motiv8 Investments LLC | 5,235 | $825.7K | 0.64% | +766+17.1% | Added |
| ArrowMark Colorado Holdings LLC | 5,238 | $826.2K | 0.01% | +3,538+208.1% | Added |
| Chesapeake Asset Management LLC | 5,239 | $826.4K | 0.82% | −4,330−45.3% | Reduced |
| HC Advisors, LLC | 5,244 | $827.3K | 0.39% | +30+0.6% | Added |
| Keynote Financial Services LLC | 5,248 | $827.8K | 0.69% | +5,248 | New |
| Seelaus Asset Management LLC | 5,250 | $828.1K | 0.83% | −955−15.4% | Reduced |
| SkyOak Wealth, LLC | 5,265 | $830.5K | 0.20% | −1,930−26.8% | Reduced |
| Eagle Bluffs Wealth Management LLC | 5,267 | $830.8K | 0.52% | +170+3.3% | Added |
| Coastal Bridge Advisors, LLC | 5,277 | $832.4K | 0.19% | −1,770−25.1% | Reduced |
| Saranac Partners Ltd | 5,283 | $833.3K | 0.51% | +510+10.7% | Added |