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 |
|---|---|---|---|---|---|
| Regatta Capital Group, LLC | 5,294 | $835.1K | 0.19% | +688+14.9% | Added |
| Stonebrook Private Inc. | 5,300 | $836.0K | 0.24% | −51−1.0% | Reduced |
| Cassady Schiller Wealth Management, LLC | 5,315 | $838.4K | 0.37% | +656+14.1% | Added |
| BCJ Capital Management, LLC | 5,317 | $838.8K | 0.07% | +1,887+55.0% | Added |
| Wealth Dimensions Group, Ltd. | 5,322 | $839.5K | 0.25% | −210−3.8% | Reduced |
| Auxano Advisors, LLC | 5,327 | $840.3K | 0.24% | −375−6.6% | Reduced |
| WFA Asset Management Corp | 5,331 | $841.0K | 0.44% | −288−5.1% | Reduced |
| CPA Asset Management LLC | 5,345 | $843.0K | 0.47% | 00.0% | Unchanged |
| Greenwood Gearhart Inc | 5,345 | $843.1K | 0.08% | +616+13.0% | Added |
| Lakeridge Wealth Management LLC | 5,347 | $843.4K | 0.55% | −455−7.8% | Reduced |
| Kingfisher Capital LLC | 5,348 | $844.0K | 0.20% | +50+0.9% | Added |
| BCS Wealth Management | 5,350 | $844.0K | 0.27% | +209+4.1% | Added |
| Walleye Trading LLC | 5,353 | $844.4K | 0.01% | −66,367−92.5% | Reduced |
| True Wealth Design, LLC | 5,357 | $845.0K | 0.21% | +120+2.3% | Added |
| First Financial Corp | 5,370 | $847.1K | 0.43% | −196−3.5% | Reduced |
| Advisor OS, LLC | 5,371 | $847.3K | 0.10% | +640+13.5% | Added |
| Barlow Wealth Partners, Inc. | 5,330 | $847.3K | 0.12% | −932−14.9% | Reduced |
| Clarity Financial LLC | 5,382 | $849.0K | 0.13% | +370+7.4% | Added |
| CM Wealth Advisors LLC | 5,227 | $850.3K | 0.24% | +1,342+34.5% | Added |
| Hardman Johnston Global Advisors LLC | 5,400 | $851.8K | 0.03% | 00.0% | Unchanged |
| Moss Adams Wealth Advisors LLC | 5,411 | $853.5K | 0.14% | +74+1.4% | Added |
| Cozad Asset Management Inc | 5,417 | $854.4K | 0.09% | +8+0.1% | Added |
| Larson Financial Group LLC | 5,418 | $854.7K | 0.07% | +527+10.8% | Added |
| HGK Asset Management Inc | 5,431 | $856.7K | 0.17% | −375−6.5% | Reduced |
| KC Investment Advisors, LLC | 5,438 | $857.8K | 0.45% | +103+1.9% | Added |
| Bray Capital Advisors | 5,454 | $860.3K | 0.22% | +5+0.1% | Added |
| Green Harvest Asset Management LLC | 5,456 | $860.6K | 0.02% | +2,467+82.5% | Added |
| Gray Wealth Management Inc. | 5,458 | $860.9K | 0.38% | −41−0.7% | Reduced |
| Prairie Wealth Advisors, Inc. | 5,465 | $862.0K | 0.40% | +5,465 | New |
| Hartford Funds Management Co LLC | 5,486 | $865.4K | 0.08% | +799+17.0% | Added |
| Atlas Private Wealth Advisors | 5,495 | $866.7K | 0.29% | −6,067−52.5% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 5,498 | $867.2K | 0.10% | +968+21.4% | Added |
| Gateway Advisory, LLC | 5,501 | $867.8K | 0.15% | +517+10.4% | Added |
| AlphaQ Advisors LLC | 5,505 | $868.4K | 0.52% | −103−1.8% | Reduced |
| NCM Capital Management, LLC | 5,521 | $870.9K | 0.49% | −20.0% | Reduced |
| Mosaic Family Wealth Partners, LLC | 5,523 | $871.3K | 0.14% | −112−2.0% | Reduced |
| Northern Financial Advisors Inc | 5,543 | $874.4K | 0.68% | −153−2.7% | Reduced |
| CWS Financial Advisors, LLC | 5,552 | $875.7K | 0.36% | −6,855−55.3% | Reduced |
| Waterway Wealth Management, LLC | 5,555 | $876.3K | 0.39% | +1,229+28.4% | Added |
| Penney Financial, LLC | 5,557 | $876.5K | 0.65% | −441−7.4% | Reduced |
| Hoey Investments, Inc | 5,561 | $877.1K | 0.20% | −992−15.1% | Reduced |
| Angeles Wealth Management, LLC | 5,562 | $877.4K | 0.09% | +201+3.7% | Added |
| Integris Wealth Management, LLC | 5,567 | $878.2K | 0.24% | +102+1.9% | Added |
| First Business Financial Services, Inc. | 5,569 | $878.5K | 0.09% | −31−0.6% | Reduced |
| Blume Capital Management, Inc. | 5,570 | $878.6K | 0.21% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 5,574 | $879.2K | 0.09% | +53+1.0% | Added |
| W Advisors, LLC | 5,580 | $880.2K | 0.60% | +22+0.4% | Added |
| Glen Eagle Advisors, LLC | 5,583 | $880.7K | 0.17% | −21−0.4% | Reduced |
| Paragon Private Wealth Management, LLC | 5,604 | $884.0K | 0.53% | −22−0.4% | Reduced |
| Coco Enterprises, LLC | 5,519 | $886.3K | 0.60% | +154+2.9% | Added |
| ML & R Wealth Management LLC | 5,620 | $886.5K | 0.20% | +1,239+28.3% | Added |
| Castle Wealth Management LLC | 5,626 | $887.4K | 0.46% | +152+2.8% | Added |
| LBMC Investment Advisors, LLC | 5,627 | $887.6K | 0.08% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 5,584 | $888.2K | 0.60% | +5,584 | New |
| D'Orazio & Associates, Inc. | 5,637 | $889.1K | 0.14% | −228−3.9% | Reduced |
| Westover Capital Advisors, LLC | 5,639 | $889.5K | 0.26% | −481−7.9% | Reduced |
| Vishria Bird Financial Group, LLC | 5,641 | $890.0K | 0.38% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 5,709 | $900.6K | 0.08% | −468−7.6% | Reduced |
| Samalin Investment Counsel, LLC | 5,727 | $903.4K | 0.43% | −597−9.4% | Reduced |
| Peak Planning Group, LLC | 5,738 | $905.1K | 0.57% | +1,169+25.6% | Added |
| Compass Ion Advisors, LLC | 5,757 | $908.1K | 0.13% | −122−2.1% | Reduced |
| Centennial Wealth Advisory LLC | 5,757 | $908.1K | 0.42% | +124+2.2% | Added |
| Stephenson National Bank & Trust | 5,777 | $911.3K | 0.31% | +922+19.0% | Added |
| Amussen Hunsaker Associates LLC | 5,748 | $912.4K | 0.17% | −52−0.9% | Reduced |
| Alhambra Investment Partners LLC | 5,789 | $913.1K | 0.50% | −559−8.8% | Reduced |
| Silverleafe Capital Partners, LLC | 5,797 | $914.5K | 0.37% | +3,826+194.1% | Added |
| Heartwood Wealth Advisors LLC | 5,802 | $915.2K | 0.11% | +1,086+23.0% | Added |
| Beirne Wealth Consulting Services, LLC | 5,805 | $915.7K | 0.39% | −1,599−21.6% | Reduced |
| Guardian Wealth Advisors, LLC | 5,809 | $916.3K | 0.60% | +601+11.5% | Added |
| ASB Consultores, LLC | 5,809 | $916.3K | 0.24% | +4,170+254.4% | Added |
| Dempze Nancy E | 5,817 | $917.6K | 0.70% | +805+16.1% | Added |
| Signature Wealth Management Partners, LLC | 5,818 | $917.7K | 0.75% | 00.0% | Unchanged |
| Shore Point Advisors, LLC | 5,820 | $918.0K | 0.52% | 00.0% | Unchanged |
| Winton Group Ltd | 5,830 | $919.6K | 0.06% | +5,830 | New |
| Providence First Trust Co | 5,831 | $919.8K | 0.40% | −105−1.8% | Reduced |
| Strategic Financial Concepts, LLC | 5,831 | $919.8K | 0.22% | +1,260+27.6% | Added |
| Fortress Wealth Group, LLC | 5,563 | $920.4K | 0.49% | +275+5.2% | Added |
| Weaver Consulting Group | 5,838 | $920.9K | 0.34% | +71+1.2% | Added |
| Next Level Private LLC | 5,848 | $922.5K | 0.42% | +28+0.5% | Added |
| Seamount Financial Group Inc | 5,853 | $923.3K | 0.81% | −60−1.0% | Reduced |
| Hazlett, Burt & Watson, Inc. | 5,852 | $924.0K | 0.55% | +276+4.9% | Added |
| IAM Advisory, LLC | 5,858 | $924.1K | 0.25% | +59+1.0% | Added |
| Abacus Planning Group, Inc. | 5,859 | $924.2K | 0.18% | −1,681−22.3% | Reduced |
| Highview Capital Management LLC | 5,865 | $925.1K | 0.42% | +5,865 | New |
| Legacy Wealth Management, LLC | 5,889 | $928.9K | 0.42% | −25−0.4% | Reduced |
| WestHill Financial Advisors, Inc. | 5,891 | $929.3K | 0.23% | +31+0.5% | Added |
| Partnership Wealth Management, LLC | 5,900 | $930.7K | 0.65% | 00.0% | Unchanged |
| Lantern Wealth Advisors, LLC | 5,920 | $933.8K | 0.66% | −205−3.3% | Reduced |
| Johnson & White Wealth Management, LLC | 5,928 | $935.0K | 0.68% | +959+19.3% | Added |
| Heartland Bank & Trust Co | 5,942 | $937.3K | 0.54% | +2,936+97.7% | Added |
| JGP Wealth Management, LLC | 5,944 | $937.5K | 0.14% | −2,792−32.0% | Reduced |
| Independent Investors Inc | 5,950 | $938.6K | 0.22% | +180+3.1% | Added |
| Integrated Investment Consultants, LLC | 5,950 | $938.6K | 0.26% | +288+5.1% | Added |
| Bridgewealth Advisory Group, LLC | 5,959 | $940.0K | 0.46% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 5,964 | $940.8K | 0.09% | +551+10.2% | Added |
| FCG Investment Co | 5,967 | $941.2K | 0.75% | +1,517+34.1% | Added |
| GPS Wealth Strategies Group, LLC | 5,970 | $941.6K | 0.15% | −131−2.1% | Reduced |
| Thomasville National Bank | 5,980 | $943.3K | 0.08% | +989+19.8% | Added |
| MQS Management LLC | 5,986 | $944.2K | 0.54% | +3,597+150.6% | Added |
| Optimum Investment Advisors | 5,987 | $944.4K | 0.43% | +101+1.7% | Added |