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 |
|---|---|---|---|---|---|
| Cambridge Advisors Inc. | 5,993 | $945.3K | 0.22% | −485−7.5% | Reduced |
| Requisite Capital Management, LLC | 6,025 | $950.4K | 0.21% | 00.0% | Unchanged |
| Strategic Advocates LLC | 6,035 | $951.9K | 0.37% | −505−7.7% | Reduced |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 6,036 | $952.1K | 0.17% | +1,305+27.6% | Added |
| Aberdeen Wealth Management LLC | 6,042 | $953.1K | 0.55% | +300+5.2% | Added |
| Elk River Wealth Management, LLC | 6,044 | $953.4K | 0.19% | +172+2.9% | Added |
| City State Bank | 6,046 | $954.0K | 0.42% | 00.0% | Unchanged |
| Scissortail Wealth Management, LLC | 6,049 | $954.2K | 0.25% | +6,049 | New |
| Forbes J M & Co LLP | 6,061 | $956.1K | 0.10% | −204−3.3% | Reduced |
| Smith Anglin Financial, LLC | 6,068 | $957.1K | 0.10% | +127+2.1% | Added |
| Emerald Advisors, LLC | 6,083 | $959.5K | 0.17% | +294+5.1% | Added |
| Salvus Wealth Management, LLC | 6,093 | $961.1K | 0.66% | +30.0% | Added |
| Denali Advisors LLC | 6,100 | $962.2K | 0.28% | +4,400+258.8% | Added |
| Elgethun Capital Management | 6,116 | $965.2K | 0.24% | +36+0.6% | Added |
| Donald L. Hagan, LLC | 6,120 | $965.4K | 0.51% | −73−1.2% | Reduced |
| SOA Wealth Advisors, LLC. | 6,121 | $965.6K | 0.20% | +99+1.6% | Added |
| Madison Park Capital Advisors, LLC | 6,151 | $970.2K | 0.85% | +212+3.6% | Added |
| Forte Capital LLC | 6,165 | $972.4K | 0.12% | −16−0.3% | Reduced |
| Donoghue Forlines LLC | 6,170 | $973.3K | 0.28% | −737−10.7% | Reduced |
| Allstate Corp | 6,177 | $974.4K | 0.07% | +232+3.9% | Added |
| Waterfront Wealth Inc. | 5,931 | $976.0K | 0.27% | −17−0.3% | Reduced |
| PBMares Wealth Management LLC | 6,191 | $976.6K | 0.25% | +648+11.7% | Added |
| Encompass Wealth Advisors, LLC | 6,196 | $977.3K | 0.26% | −20.0% | Reduced |
| Opinicus Capital, Inc. | 6,207 | $979.1K | 0.87% | +1,896+44.0% | Added |
| STAR Financial Bank | 6,210 | $979.6K | 0.84% | −65−1.0% | Reduced |
| Financial Management Professionals, Inc. | 6,218 | $981.0K | 0.14% | +379+6.5% | Added |
| Royal Fund Management, LLC | 6,222 | $981.4K | 0.11% | −151−2.4% | Reduced |
| 626 Financial, LLC | 6,224 | $981.8K | 0.59% | +229+3.8% | Added |
| Eagle Strategies LLC | 6,253 | $986.4K | 0.22% | +4,779+324.2% | Added |
| Cornerstone Advisory, LLC | 6,264 | $988.0K | 0.14% | +1,261+25.2% | Added |
| Alera Investment Advisors, LLC | 6,265 | $988.2K | 0.13% | +252+4.2% | Added |
| LGT Fund Management Co Ltd. | 6,265 | $988.2K | 0.41% | +1,050+20.1% | Added |
| Rosenberg Matthew Hamilton | 6,235 | $991.9K | 0.29% | −5,176−45.4% | Reduced |
| MBA Advisors LLC | 6,295 | $993.0K | 0.51% | −164−2.5% | Reduced |
| Keel Point, LLC | 6,295 | $993.0K | 0.10% | +591+10.4% | Added |
| Wayfinding Financial, LLC | 6,115 | $994.0K | 0.58% | −106−1.7% | Reduced |
| Manchester Capital Management LLC | 6,313 | $995.8K | 0.12% | +1,742+38.1% | Added |
| Barrett & Company, Inc. | 6,338 | $999.8K | 0.47% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 6,351 | $1.00M | 0.18% | −275−4.2% | Reduced |
| Channel Wealth LLC | 6,357 | $1.00M | 0.40% | +269+4.4% | Added |
| Legacy Wealth Asset Management, LLC | 6,383 | $1.01M | 0.28% | +112+1.8% | Added |
| Oarsman Capital, Inc. | 6,402 | $1.01M | 0.24% | −185−2.8% | Reduced |
| First Interstate Bank | 6,404 | $1.01M | 0.07% | −308−4.6% | Reduced |
| Cooper/Haims Advisors, LLC | 6,417 | $1.01M | 0.59% | +111+1.8% | Added |
| Am Investment Strategies LLC | 6,446 | $1.02M | 0.26% | +5+0.1% | Added |
| Viawealth, LLC | 6,459 | $1.02M | 0.64% | +20.0% | Added |
| Curran Financial Partners, LLC | 6,480 | $1.02M | 0.36% | −275−4.1% | Reduced |
| Virtue Capital Management, LLC | 6,302 | $1.02M | 0.18% | −1,302−17.1% | Reduced |
| Benedetti & Gucer, Inc. | 6,483 | $1.02M | 0.51% | −2,687−29.3% | Reduced |
| CCG Wealth Management, LLC | 6,486 | $1.02M | 0.62% | +6,486 | New |
| Sound Income Strategies, LLC | 6,491 | $1.02M | 0.08% | −858−11.7% | Reduced |
| Millennium Capital Advisors, LLC | 6,509 | $1.03M | 0.73% | +8+0.1% | Added |
| Provident Investment Management, Inc. | 6,515 | $1.03M | 0.09% | +945+17.0% | Added |
| Duality Advisers, LP | 6,526 | $1.03M | 0.10% | +6,526 | New |
| MSH Capital Advisors LLC | 6,543 | $1.03M | 0.36% | +405+6.6% | Added |
| Sendero Wealth Management, LLC | 6,549 | $1.03M | 0.18% | +293+4.7% | Added |
| Guardian Wealth Advisors, LLC | 6,552 | $1.03M | 0.13% | −54−0.8% | Reduced |
| Tectonic Advisors LLC | 6,558 | $1.03M | 0.08% | +296+4.7% | Added |
| Sandbox Financial Partners, LLC | 6,566 | $1.04M | 0.44% | −152−2.3% | Reduced |
| Darden Wealth Group Inc | 6,569 | $1.04M | 0.81% | +987+17.7% | Added |
| Central Bank & Trust Co | 6,570 | $1.04M | 0.15% | −84−1.3% | Reduced |
| Palisade Capital Management LLC | 6,573 | $1.04M | 0.03% | −1,862−22.1% | Reduced |
| Candriam Luxembourg S.C.A. | 6,588 | $1.04M | 0.01% | −5,423−45.2% | Reduced |
| Aviso Wealth Management | 6,591 | $1.04M | 0.66% | +2,947+80.9% | Added |
| Ethos Financial Group, LLC | 6,596 | $1.04M | 0.20% | −825−11.1% | Reduced |
| Private Management Group Inc | 6,596 | $1.04M | 0.04% | +561+9.3% | Added |
| Clough Capital Partners L P | 6,600 | $1.04M | 0.11% | −1,700−20.5% | Reduced |
| John G Ullman & Associates Inc | 6,601 | $1.04M | 0.16% | 00.0% | Unchanged |
| Aaron Wealth Advisors | 6,606 | $1.04M | 0.15% | +2,285+52.9% | Added |
| American Institute for Advanced Investment Management, LLP | 6,651 | $1.05M | 0.83% | +145+2.2% | Added |
| ERn Financial, LLC | 6,655 | $1.05M | 0.18% | +71+1.1% | Added |
| First American Trust, FSB | 6,666 | $1.05M | 0.11% | +745+12.6% | Added |
| Mork Capital Management, LLC | 6,670 | $1.05M | 0.79% | 00.0% | Unchanged |
| Drive Wealth Management, LLC | 6,693 | $1.06M | 0.30% | −961−12.6% | Reduced |
| Sharp Financial Services, LLC | 6,711 | $1.06M | 0.98% | −1,481−18.1% | Reduced |
| L2 Asset Management, LLC | 6,716 | $1.06M | 0.35% | +640+10.5% | Added |
| Arcadia Investment Management Corp | 6,724 | $1.06M | 0.19% | −343−4.9% | Reduced |
| Accel Wealth Management | 6,735 | $1.06M | 0.45% | +447+7.1% | Added |
| West Branch Capital LLC | 6,742 | $1.06M | 0.43% | +1,496+28.5% | Added |
| RFP Financial Group LLC | 6,769 | $1.07M | 0.42% | −199−2.9% | Reduced |
| Merrion Investment Management Co, LLC | 6,771 | $1.07M | 0.76% | 00.0% | Unchanged |
| RW Investment Management LLC | 6,781 | $1.07M | 0.15% | +747+12.4% | Added |
| Strategic Wealth Partners, Ltd. | 6,782 | $1.07M | 0.12% | +898+15.3% | Added |
| Monument Capital Management | 6,795 | $1.07M | 0.31% | +1,253+22.6% | Added |
| Cim Investment Mangement Inc | 6,795 | $1.07M | 0.32% | 00.0% | Unchanged |
| Oxford Wealth Group, LLC | 6,809 | $1.07M | 0.98% | +6,809 | New |
| Canopy Partners, LLC | 6,822 | $1.08M | 0.53% | +400+6.2% | Added |
| Campion Asset Management LLC | 6,826 | $1.08M | 0.83% | −36−0.5% | Reduced |
| Southland Equity Partners LLC | 6,827 | $1.08M | 0.30% | +1,188+21.1% | Added |
| A. D. Beadell Investment Counsel, Inc. | 6,833 | $1.08M | 0.94% | +420+6.5% | Added |
| Ami Asset Management Corp | 6,829 | $1.08M | 0.06% | +173+2.6% | Added |
| Bell Bank | 6,835 | $1.08M | 0.09% | +1,596+30.5% | Added |
| Collective Family Office LLC | 6,843 | $1.08M | 0.35% | +1,249+22.3% | Added |
| OneAscent Wealth Management LLC | 6,845 | $1.08M | 0.41% | +81+1.2% | Added |
| Northwest Quadrant Wealth Management, LLC | 6,850 | $1.08M | 0.26% | +47+0.7% | Added |
| Rather & Kittrell, Inc. | 6,852 | $1.08M | 0.32% | +3,361+96.3% | Added |
| Capstone Wealth Management Group, LLC | 6,865 | $1.08M | 0.78% | −2,039−22.9% | Reduced |
| American Investment Services, Inc. | 6,873 | $1.08M | 0.19% | +2,924+74.0% | Added |
| DRW Securities, LLC | 6,874 | $1.08M | 0.06% | +788+12.9% | Added |
| Westhampton Capital, LLC | 6,893 | $1.09M | 0.59% | +250+3.8% | Added |