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 |
|---|---|---|---|---|---|
| Apeiron RIA LLC | 7,875 | $1.24M | 0.36% | −331−4.0% | Reduced |
| Colonial River Wealth Management, LLC | 7,875 | $1.24M | 0.70% | +545+7.4% | Added |
| Aspen Wealth Strategies, LLC | 7,882 | $1.24M | 0.86% | +1,638+26.2% | Added |
| Cetera Trust Company, N.A | 7,894 | $1.25M | 0.75% | +525+7.1% | Added |
| Nemes Rush Group LLC | 7,897 | $1.25M | 0.18% | −233−2.9% | Reduced |
| E&G Advisors, LP | 7,904 | $1.25M | 0.39% | +373+5.0% | Added |
| Investment Partners, Ltd. | 7,927 | $1.25M | 0.57% | −197−2.4% | Reduced |
| Marex Group plc | 7,930 | $1.25M | 0.04% | −6,627−45.5% | Reduced |
| Catalyst Financial Partners LLC | 8,011 | $1.25M | 0.32% | +586+7.9% | Added |
| Doliver Advisors, LP | 7,966 | $1.26M | 0.35% | +34+0.4% | Added |
| Sax Wealth Advisors, LLC | 7,970 | $1.26M | 0.15% | +4,553+133.2% | Added |
| Childress Capital Advisors, LLC | 7,985 | $1.26M | 0.37% | +1,456+22.3% | Added |
| Matrix Trust Co | 7,986 | $1.26M | 0.28% | +68+0.9% | Added |
| Key Financial Inc | 8,013 | $1.26M | 0.32% | +213+2.7% | Added |
| CFO4Life Group, LLC | 8,020 | $1.27M | 0.23% | +39+0.5% | Added |
| Mittelman Wealth Management | 8,022 | $1.27M | 0.86% | +8,022 | New |
| LM Advisors LLC | 8,035 | $1.27M | 0.20% | +5,455+211.4% | Added |
| Park Place Capital Corp | 8,037 | $1.27M | 0.45% | −1,624−16.8% | Reduced |
| Argus Investors' Counsel, Inc. | 8,043 | $1.27M | 0.78% | +524+7.0% | Added |
| Evergreen Wealth Solutions, LLC | 8,050 | $1.27M | 0.94% | −596−6.9% | Reduced |
| Prudent Man Advisors, LLC | 8,055 | $1.27M | 0.48% | −512−6.0% | Reduced |
| Dividend Assets Capital, LLC | 8,079 | $1.27M | 0.27% | −268−3.2% | Reduced |
| Vicus Capital | 8,078 | $1.27M | 0.12% | +1,355+20.2% | Added |
| My Legacy Advisors, LLC | 8,105 | $1.28M | 0.43% | +196+2.5% | Added |
| BEAM Asset Management, LLC | 8,114 | $1.28M | 0.77% | +48+0.6% | Added |
| Austin Private Wealth, LLC | 7,998 | $1.28M | 0.15% | +1,027+14.7% | Added |
| CORDA Investment Management, LLC. | 8,141 | $1.28M | 0.10% | +8,141 | New |
| Wealth Quarterback LLC | 8,146 | $1.28M | 0.72% | +1,190+17.1% | Added |
| Gallagher Fiduciary Advisors, LLC | 8,161 | $1.29M | 0.05% | +798+10.8% | Added |
| Wallace Capital Management Inc. | 8,164 | $1.29M | 0.18% | +8,164 | New |
| LCM Capital Management Inc | 8,169 | $1.29M | 0.83% | +114+1.4% | Added |
| Keating Investment Counselors Inc | 8,196 | $1.29M | 0.42% | −2,299−21.9% | Reduced |
| Axq Capital, LP | 8,200 | $1.29M | 0.31% | +8,200 | New |
| Enterprise Financial Services Corp | 8,202 | $1.29M | 0.78% | +16+0.2% | Added |
| Bedel Financial Consulting, Inc. | 8,203 | $1.29M | 0.20% | −43−0.5% | Reduced |
| First Commonwealth Financial Corp | 8,215 | $1.30M | 0.34% | −523−6.0% | Reduced |
| Schmidt P J Investment Management Inc | 8,304 | $1.31M | 0.25% | −1,014−10.9% | Reduced |
| Strong Tower Advisory Services | 8,250 | $1.31M | 0.53% | +572+7.4% | Added |
| Semanteon Capital Management, LP | 8,321 | $1.31M | 0.84% | +8,321 | New |
| Cadent Capital Advisors, LLC | 8,323 | $1.31M | 0.53% | −462−5.3% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 8,374 | $1.32M | 0.40% | +485+6.1% | Added |
| Walter & Keenan Financial Consulting Co | 8,381 | $1.32M | 0.43% | +1,467+21.2% | Added |
| Great Lakes Retirement, Inc. | 8,393 | $1.32M | 0.20% | +35+0.4% | Added |
| Catalyst Funds Management Pty Ltd | 8,400 | $1.33M | 0.37% | +8,400 | New |
| Paragon Capital Management LLC | 8,425 | $1.33M | 0.72% | +283+3.5% | Added |
| S. R. Schill & Associates | 8,440 | $1.33M | 0.58% | +728+9.4% | Added |
| Vaughan Nelson Investment Management, L.P. | 8,455 | $1.33M | 0.01% | −22−0.3% | Reduced |
| Amarillo National Bank | 8,473 | $1.34M | 0.25% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 8,482 | $1.34M | 0.34% | −35−0.4% | Reduced |
| Lederer & Associates Investment Counsel | 8,561 | $1.35M | 0.94% | −900−9.5% | Reduced |
| Timber Creek Capital Management LLC | 8,561 | $1.35M | 0.42% | 00.0% | Unchanged |
| Strategic Planning Group, LLC | 8,565 | $1.35M | 0.34% | +1,312+18.1% | Added |
| S.A. Mason LLC | 8,574 | $1.35M | 0.81% | +422+5.2% | Added |
| Baker Ellis Asset Management LLC | 8,584 | $1.35M | 0.20% | −95−1.1% | Reduced |
| Simon Quick Advisors, LLC | 8,592 | $1.36M | 0.10% | +3,532+69.8% | Added |
| Oak Harbor Wealth Partners, LLC | 8,596 | $1.36M | 0.42% | +19+0.2% | Added |
| Rice Partnership, LLC | 8,597 | $1.36M | 0.32% | −47−0.5% | Reduced |
| BigSur Wealth Management LLC | 8,600 | $1.36M | 0.43% | +6,600+330.0% | Added |
| Legacy Bridge, LLC | 8,638 | $1.36M | 0.80% | −870−9.2% | Reduced |
| Allegheny Financial Group LTD | 8,641 | $1.36M | 0.42% | −353−3.9% | Reduced |
| Correct Capital Wealth Management | 8,648 | $1.36M | 0.32% | +1,547+21.8% | Added |
| United Community Bank | 8,651 | $1.36M | 0.53% | +74+0.9% | Added |
| Argent Advisors, Inc. | 8,653 | $1.36M | 0.54% | +571+7.1% | Added |
| Eudaimonia Advisors LLC | 8,657 | $1.37M | 0.73% | −867−9.1% | Reduced |
| PDS Planning, Inc | 8,662 | $1.37M | 0.14% | +715+9.0% | Added |
| Atlantic Edge Private Wealth Management, LLC | 8,686 | $1.37M | 0.47% | +160+1.9% | Added |
| Kozak & Associates, Inc. | 8,505 | $1.37M | 0.37% | +49+0.6% | Added |
| David Loasby | 8,465 | $1.37M | 0.14% | +1,096+14.9% | Added |
| Processus Wealth & Capital Management, LLC | 8,719 | $1.38M | 1.22% | +715+8.9% | Added |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 8,728 | $1.38M | 0.54% | +1,347+18.2% | Added |
| First County Bank | 8,739 | $1.38M | 0.67% | +96+1.1% | Added |
| Avestar Capital, LLC | 8,753 | $1.38M | 0.16% | +2,351+36.7% | Added |
| Hexagon Capital Partners LLC | 8,754 | $1.38M | 0.31% | +683+8.5% | Added |
| Prosperity Consulting Group, LLC | 8,760 | $1.38M | 0.17% | +3,460+65.3% | Added |
| WBH Advisory Inc | 8,764 | $1.38M | 0.14% | −714−7.5% | Reduced |
| Register Financial Advisors LLC | 8,770 | $1.38M | 0.72% | +366+4.4% | Added |
| Pacific Wealth Strategies Group, Inc. | 8,791 | $1.39M | 1.16% | +999+12.8% | Added |
| Advisory Alpha, LLC | 8,801 | $1.39M | 0.06% | +844+10.6% | Added |
| Boston Research & Management Inc | 8,808 | $1.39M | 0.34% | 00.0% | Unchanged |
| Leo Wealth, LLC | 8,759 | $1.39M | 0.14% | +1,609+22.5% | Added |
| Accretive Wealth Partners, LLC | 8,696 | $1.39M | 0.62% | +7,347+544.6% | Added |
| St. Johns Investment Management Company, LLC | 8,836 | $1.39M | 0.67% | +1,342+17.9% | Added |
| Mraz, Amerine & Associates, Inc. | 8,841 | $1.39M | 0.26% | −87−1.0% | Reduced |
| Wolff Financial Management LLC | 8,843 | $1.40M | 0.41% | +40.0% | Added |
| Buck Wealth Strategies, LLC | 8,851 | $1.40M | 0.48% | +6,763+323.9% | Added |
| Harrell Investment Partners, LLC | 8,872 | $1.40M | 0.41% | −387−4.2% | Reduced |
| LexAurum Advisors, LLC | 8,876 | $1.40M | 0.35% | −563−6.0% | Reduced |
| Pacific Sage Partners, LLC | 8,881 | $1.40M | 0.36% | −55−0.6% | Reduced |
| Lion Street Advisors, LLC | 9,436 | $1.41M | 0.57% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 8,946 | $1.41M | 0.29% | −49−0.5% | Reduced |
| Wells Trecaso Financial Group, LLC | 8,963 | $1.41M | 0.50% | +118+1.3% | Added |
| SS&H Financial Advisors, Inc. | 8,980 | $1.42M | 0.59% | 00.0% | Unchanged |
| Castellan Group, LLC | 8,995 | $1.42M | 0.73% | −87−1.0% | Reduced |
| Needham Investment Management LLC | 9,000 | $1.42M | 0.13% | 00.0% | Unchanged |
| Calton & Associates, Inc. | 9,007 | $1.42M | 0.69% | −2,741−23.3% | Reduced |
| CVA Family Office, LLC | 9,017 | $1.42M | 0.25% | +243+2.8% | Added |
| Ascension Asset Management LLC | 9,025 | $1.42M | 0.77% | +9,025 | New |
| TLWM | 9,040 | $1.43M | 0.32% | −156−1.7% | Reduced |
| Aigen Investment Management, LP | 9,064 | $1.43M | 0.31% | +4,403+94.5% | Added |
| Waddell & Associates, LLC | 9,074 | $1.43M | 0.19% | −664−6.8% | Reduced |