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 |
|---|---|---|---|---|---|
| Marathon Trading Investment Management LLC | 6,899 | $1.09M | 0.43% | −10,690−60.8% | Reduced |
| Aureus Asset Management, LLC | 6,902 | $1.09M | 0.07% | −263−3.7% | Reduced |
| Everhart Financial Group, Inc. | 6,928 | $1.09M | 0.32% | +1,506+27.8% | Added |
| Core Wealth Partners LLC | 6,928 | $1.09M | 0.83% | +122+1.8% | Added |
| Abbot Financial Management, Inc. | 6,941 | $1.09M | 0.60% | 00.0% | Unchanged |
| Ballast Advisors LLC | 6,946 | $1.10M | 0.37% | +565+8.9% | Added |
| Sentry LLC | 6,967 | $1.10M | 0.21% | −5−0.1% | Reduced |
| Court Place Advisors, LLC | 6,973 | $1.10M | 0.35% | −960−12.1% | Reduced |
| Conservest Capital Advisors, Inc. | 6,973 | $1.10M | 0.11% | +30+0.4% | Added |
| Eley Financial Management, Inc | 6,975 | $1.10M | 0.47% | −28−0.4% | Reduced |
| Summit Financial, LLC | 6,979 | $1.10M | 0.07% | +28+0.4% | Added |
| First PREMIER Bank | 6,997 | $1.10M | 0.29% | −141−2.0% | Reduced |
| Redwood Investment Management, LLC | 7,012 | $1.11M | 0.11% | −7,112−50.4% | Reduced |
| PFC Capital Group, Inc. | 7,030 | $1.11M | 0.60% | −265−3.6% | Reduced |
| Central Valley Advisors, LLC | 7,027 | $1.11M | 0.57% | −6−0.1% | Reduced |
| Holistic Planning, LLC | 7,039 | $1.11M | 0.85% | −21−0.3% | Reduced |
| IMS Capital Management | 7,042 | $1.11M | 0.52% | −152−2.1% | Reduced |
| Washington Trust Advisors, Inc. | 7,042 | $1.11M | 0.10% | 00.0% | Unchanged |
| American State Bank (Iowa) | 7,043 | $1.11M | 0.75% | −341−4.6% | Reduced |
| Phillips Wealth Planners LLC | 7,109 | $1.11M | 1.28% | −20−0.3% | Reduced |
| Windsor Capital Management, LLC | 7,095 | $1.12M | 0.35% | −84−1.2% | Reduced |
| Costello Asset Management, INC | 7,096 | $1.12M | 0.80% | +1,206+20.5% | Added |
| J. W. Coons Advisors, LLC | 7,097 | $1.12M | 0.25% | 00.0% | Unchanged |
| Barr E S & Co | 7,097 | $1.12M | 0.07% | +243+3.5% | Added |
| M&R Capital Management Inc | 7,109 | $1.12M | 0.27% | −752−9.6% | Reduced |
| Skopos Labs, Inc. | 7,053 | $1.12M | 0.48% | +1,846+35.5% | Added |
| Dixon Fnancial Services, Inc. | 7,130 | $1.12M | 0.62% | +5+0.1% | Added |
| Covenant Partners, LLC | 7,142 | $1.13M | 0.33% | −42−0.6% | Reduced |
| Old Point Trust & Financial Services N A | 7,152 | $1.13M | 0.41% | +1,534+27.3% | Added |
| Carson Advisory Inc. | 7,157 | $1.13M | 0.79% | +93+1.3% | Added |
| Cascade Investment Advisors, Inc. | 7,172 | $1.13M | 0.74% | +430+6.4% | Added |
| Valley Brook Capital Group | 7,175 | $1.13M | 0.90% | +175+2.5% | Added |
| Chickasaw Capital Management LLC | 7,174 | $1.13M | 0.05% | +637+9.7% | Added |
| Provenance Wealth Advisors, LLC | 7,190 | $1.13M | 0.16% | +270+3.9% | Added |
| DMG Group, LLC | 7,200 | $1.14M | 0.98% | +441+6.5% | Added |
| Global Trust Asset Management, LLC | 7,217 | $1.14M | 0.47% | −343−4.5% | Reduced |
| Element Wealth, LLC | 7,217 | $1.14M | 0.67% | −154−2.1% | Reduced |
| Derbend Asset Management | 7,233 | $1.14M | 0.56% | +1,255+21.0% | Added |
| Apexium Financial, LP | 7,236 | $1.14M | 0.09% | −17,227−70.4% | Reduced |
| Waterloo Capital, L.P. | 7,242 | $1.14M | 0.15% | +964+15.4% | Added |
| Pflug Koory, LLC | 7,244 | $1.14M | 0.56% | +15+0.2% | Added |
| Addison Capital Co | 7,263 | $1.15M | 0.57% | +910+14.3% | Added |
| Indiana Trust & Investment Management CO | 7,283 | $1.15M | 0.46% | −359−4.7% | Reduced |
| Centric Wealth Management | 7,145 | $1.15M | 0.37% | +1,631+29.6% | Added |
| Union Savings Bank | 7,307 | $1.15M | 0.60% | −539−6.9% | Reduced |
| OMC Financial Services LTD | 7,307 | $1.15M | 0.59% | +7,307 | New |
| FSM Wealth Advisors, LLC | 7,315 | $1.15M | 0.41% | +298+4.2% | Added |
| Birinyi Associates Inc | 7,330 | $1.16M | 0.38% | −1,044−12.5% | Reduced |
| GoalVest Advisory LLC | 7,331 | $1.16M | 0.39% | +1,402+23.6% | Added |
| First Community Trust NA | 7,332 | $1.16M | 1.09% | −70−0.9% | Reduced |
| Family Legacy, Inc. | 7,335 | $1.16M | 0.42% | +149+2.1% | Added |
| Silver Oak Securities, Inc | 7,336 | $1.16M | 0.18% | −1,293−15.0% | Reduced |
| Fermata Advisors, LLC | 7,349 | $1.16M | 0.26% | +892+13.8% | Added |
| Caitlin John, LLC | 7,368 | $1.16M | 0.88% | +244+3.4% | Added |
| L.M. Kohn & Company | 7,378 | $1.16M | 0.33% | +1,050+16.6% | Added |
| Schrum Private Wealth Management LLC | 7,391 | $1.17M | 1.06% | +1,415+23.7% | Added |
| Westmount Partners, LLC | 7,414 | $1.17M | 0.42% | −41−0.5% | Reduced |
| Voya Financial Advisors, Inc. | 7,510 | $1.17M | 0.13% | +638+9.3% | Added |
| Cedar Brook Financial Partners, LLC | 7,451 | $1.18M | 0.23% | +69+0.9% | Added |
| WMS Partners, LLC | 7,455 | $1.18M | 0.08% | +489+7.0% | Added |
| Balboa Wealth Partners | 7,456 | $1.18M | 0.37% | +546+7.9% | Added |
| Meridian Wealth Advisors, LLC | 7,458 | $1.18M | 0.22% | −168−2.2% | Reduced |
| United Bank | 7,459 | $1.18M | 0.60% | +201+2.8% | Added |
| First Trust Investment Solutions L.P. | 7,460 | $1.18M | 0.21% | −1,647−18.1% | Reduced |
| Sawgrass Asset Management LLC | 7,477 | $1.18M | 0.13% | −396−5.0% | Reduced |
| Townsend Asset Management Corp | 7,499 | $1.18M | 0.47% | +249+3.4% | Added |
| ABLE Financial Group, LLC | 7,504 | $1.18M | 0.46% | −90−1.2% | Reduced |
| Wulff, Hansen & Co. | 7,516 | $1.19M | 1.18% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 7,600 | $1.19M | 0.56% | −1,107−12.7% | Reduced |
| Baron Wealth Management LLC | 7,544 | $1.19M | 0.63% | +307+4.2% | Added |
| BIP Wealth, LLC | 7,557 | $1.19M | 0.09% | +1,160+18.1% | Added |
| HFG Wealth Management, LLC | 7,564 | $1.19M | 0.70% | −53,204−87.6% | Reduced |
| Money Concepts Capital Corp | 7,593 | $1.20M | 0.11% | +702+10.2% | Added |
| Capital Investment Counsel, Inc | 7,594 | $1.20M | 0.21% | −70−0.9% | Reduced |
| Hilltop National Bank | 7,606 | $1.20M | 0.41% | +7,606 | New |
| Ransom Advisory, Ltd | 7,614 | $1.20M | 0.64% | +7,614 | New |
| Citizens & Northern Corp | 7,616 | $1.20M | 0.41% | −160−2.1% | Reduced |
| Proficio Capital Partners LLC | 7,626 | $1.20M | 0.13% | +324+4.4% | Added |
| Deltec Asset Management LLC | 7,637 | $1.20M | 0.24% | 00.0% | Unchanged |
| Mogy Joel R Investment Counsel Inc | 7,643 | $1.21M | 0.08% | −150−1.9% | Reduced |
| Angeles Investment Advisors, LLC | 7,687 | $1.21M | 0.06% | +1,039+15.6% | Added |
| Reaves W H & Co Inc | 7,700 | $1.22M | 0.04% | 00.0% | Unchanged |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 7,706 | $1.22M | 0.20% | 00.0% | Unchanged |
| Ackerman Capital Advisors, LLC | 7,707 | $1.22M | 0.34% | 00.0% | Unchanged |
| Financial Partners Group, Inc | 7,746 | $1.22M | 0.19% | +2,257+41.1% | Added |
| Apella Capital, LLC | 7,546 | $1.22M | 0.06% | +136+1.8% | Added |
| Ables, Iannone, Moore & Associates, Inc. | 7,760 | $1.22M | 0.87% | +244+3.2% | Added |
| Peterson Wealth Management | 7,765 | $1.22M | 0.88% | +7,765 | New |
| BluePath Capital Management, LLC | 7,770 | $1.23M | 0.95% | +1,322+20.5% | Added |
| Wendell David Associates Inc | 7,769 | $1.23M | 0.12% | −32−0.4% | Reduced |
| Abn Amro Investment Solutions | 7,774 | $1.23M | 0.02% | −573−6.9% | Reduced |
| Red Spruce Capital, LLC | 7,774 | $1.23M | 0.57% | −257−3.2% | Reduced |
| Brandywine Oak Private Wealth LLC | 7,777 | $1.23M | 0.13% | −27−0.3% | Reduced |
| Monticello Wealth Management, LLC | 7,787 | $1.23M | 0.11% | −5,562−41.7% | Reduced |
| 1620 Investment Advisors, Inc. | 7,797 | $1.23M | 1.26% | +224+3.0% | Added |
| Blue Fin Capital, Inc. | 7,813 | $1.23M | 0.27% | −86−1.1% | Reduced |
| Retirement Planning Co of New England, Inc. | 7,844 | $1.24M | 0.68% | −1,133−12.6% | Reduced |
| MBL Wealth, LLC | 7,845 | $1.24M | 0.14% | −278−3.4% | Reduced |
| Alpha DNA Investment Management LLC | 7,848 | $1.24M | 0.68% | −16,017−67.1% | Reduced |
| Vista Investment Management | 7,870 | $1.24M | 0.51% | +137+1.8% | Added |