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 |
|---|---|---|---|---|---|
| Tradition Wealth Management, LLC | 9,078 | $1.43M | 0.14% | +39+0.4% | Added |
| Tevis Investment Management | 9,081 | $1.43M | 1.22% | +1,595+21.3% | Added |
| Adalta Capital Management LLC | 9,093 | $1.43M | 0.79% | −25−0.3% | Reduced |
| Firestone Capital Management | 9,095 | $1.43M | 0.40% | 00.0% | Unchanged |
| Nexus Investment Management ULC | 9,100 | $1.44M | 0.14% | −100−1.1% | Reduced |
| Game Plan Financial Advisors, LLC | 9,107 | $1.44M | 0.73% | +9,107 | New |
| Advisory Research Inc | 9,116 | $1.44M | 0.29% | 00.0% | Unchanged |
| Menard Financial Group LLC | 9,143 | $1.44M | 1.21% | −861−8.6% | Reduced |
| Cove Private Wealth, LLC | 9,215 | $1.45M | 1.24% | 00.0% | Unchanged |
| Etesian Wealth Advisors, Inc. | 9,227 | $1.46M | 0.83% | −214−2.3% | Reduced |
| BOS Asset Management, LLC | 9,258 | $1.46M | 0.77% | −65−0.7% | Reduced |
| LifePro Asset Management | 9,275 | $1.46M | 0.97% | +199+2.2% | Added |
| Reuter James Wealth Management, LLC | 9,285 | $1.46M | 1.02% | +859+10.2% | Added |
| Roof Eidam & Maycock | 9,286 | $1.46M | 0.40% | −115−1.2% | Reduced |
| Emfo, LLC | 9,304 | $1.47M | 1.34% | −3,000−24.4% | Reduced |
| Eudaimonia Partners, LLC | 9,306 | $1.47M | 0.35% | −16,290−63.6% | Reduced |
| West Michigan Advisors, LLC | 9,312 | $1.47M | 0.48% | +620+7.1% | Added |
| Eight 31 Financial LLC | 9,348 | $1.47M | 0.92% | −366−3.8% | Reduced |
| Traphagen Investment Advisors LLC | 9,361 | $1.48M | 0.16% | −88−0.9% | Reduced |
| Connecticut Wealth Management, LLC | 9,393 | $1.48M | 0.08% | −1,072−10.2% | Reduced |
| Mayfair Advisory Group, LLC | 9,407 | $1.48M | 1.08% | +65+0.7% | Added |
| McGlone Suttner Wealth Management, Inc. | 9,411 | $1.48M | 0.28% | +901+10.6% | Added |
| Cito Capital Group, LLC | 9,420 | $1.49M | 0.61% | 00.0% | Unchanged |
| Hubbell Strickland Wealth Management, LLC | 9,429 | $1.49M | 0.75% | +158+1.7% | Added |
| Ausdal Financial Partners, Inc. | 9,431 | $1.49M | 0.17% | −675−6.7% | Reduced |
| MCF Advisors LLC | 9,437 | $1.49M | 0.12% | +66+0.7% | Added |
| Front Street Capital Management, Inc. | 9,437 | $1.49M | 0.28% | −834−8.1% | Reduced |
| Empirical Asset Management, LLC | 15,024 | $1.49M | 0.72% | +13,643+987.9% | Added |
| Precedent Wealth Partners, LLC | 9,470 | $1.49M | 0.64% | +566+6.4% | Added |
| Nilsine Partners, LLC | 9,489 | $1.50M | 0.20% | −171−1.8% | Reduced |
| Chicago Capital, LLC | 9,495 | $1.50M | 0.05% | −449−4.5% | Reduced |
| Greenup Street Wealth Management LLC | 9,518 | $1.50M | 0.38% | +562+6.3% | Added |
| Beaumont Financial Advisors, LLC | 9,524 | $1.50M | 0.12% | −612−6.0% | Reduced |
| Embree Financial Group | 9,528 | $1.50M | 0.29% | +409+4.5% | Added |
| Blackstone Group Inc. | 9,529 | $1.50M | 0.01% | +1,200+14.4% | Added |
| Lakeview Capital Partners, LLC | 9,541 | $1.51M | 0.24% | −46−0.5% | Reduced |
| Shulman DeMeo Asset Management LLC | 9,559 | $1.51M | 0.40% | −8−0.1% | Reduced |
| Redhawk Wealth Advisors, Inc. | 9,588 | $1.51M | 0.25% | −285−2.9% | Reduced |
| Front Row Advisors LLC | 9,643 | $1.52M | 0.56% | +8,285+610.1% | Added |
| Harvest Portfolios Group Inc. | 9,669 | $1.53M | 0.06% | +156+1.6% | Added |
| Canal Capital Management, LLC | 9,693 | $1.53M | 0.26% | −361−3.6% | Reduced |
| Cravens & Co Advisors, LLC | 9,696 | $1.53M | 1.27% | +226+2.4% | Added |
| Apriem Advisors | 9,715 | $1.53M | 0.19% | −992−9.3% | Reduced |
| Cypress Wealth Services, LLC | 9,731 | $1.54M | 0.36% | +767+8.6% | Added |
| DB Fitzpatrick & Co, Inc | 9,754 | $1.54M | 1.41% | +9,754 | New |
| Farmers Trust Co | 9,771 | $1.54M | 0.31% | +361+3.8% | Added |
| Peoples Bank | 9,783 | $1.54M | 1.21% | +666+7.3% | Added |
| E Fund Management Co., Ltd. | 9,790 | $1.54M | 0.10% | +7,008+251.9% | Added |
| Parkside Investments, LLC | 9,796 | $1.55M | 0.25% | +3,500+55.6% | Added |
| Dumont & Blake Investment Advisors LLC | 9,797 | $1.55M | 0.44% | −35−0.4% | Reduced |
| Morningstar Investment Management LLC | 9,812 | $1.55M | 0.17% | +2,592+35.9% | Added |
| TCM Advisors, LLC | – | $1.56M | 1.23% | – | – |
| Fishman Jay A Ltd | 9,948 | $1.57M | 0.17% | −725−6.8% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 9,949 | $1.57M | 0.65% | +801+8.8% | Added |
| Athena Investment Management | 9,964 | $1.57M | 0.94% | −149−1.5% | Reduced |
| SeaBridge Investment Advisors LLC | 9,977 | $1.57M | 0.41% | +313+3.2% | Added |
| One River Asset Management, LLC | 9,978 | $1.57M | 0.49% | +4,441+80.2% | Added |
| TBH Global Asset Management, LLC | 9,982 | $1.57M | 0.31% | +404+4.2% | Added |
| Baldwin Investment Management, LLC | 9,986 | $1.58M | 0.21% | −2,196−18.0% | Reduced |
| Souders Financial Advisors | 9,998 | $1.58M | 0.25% | −17,611−63.8% | Reduced |
| Keating Wealth Management LLC | 10,000 | $1.58M | 0.95% | −60−0.6% | Reduced |
| Barbara Oil Co. | 10,000 | $1.58M | 0.67% | 00.0% | Unchanged |
| Silverlake Wealth Management LLC | 10,026 | $1.58M | 0.80% | +221+2.3% | Added |
| FRG Family Wealth Advisors LLC | 9,811 | $1.58M | 0.31% | +165+1.7% | Added |
| Wintrust Investments LLC | 10,066 | $1.59M | 0.14% | +158+1.6% | Added |
| DF Dent & Co Inc | 10,075 | $1.59M | 0.02% | +971+10.7% | Added |
| Klein Pavlis & Peasley Financial, Inc. | 10,111 | $1.59M | 1.44% | −3,124−23.6% | Reduced |
| True North Advisors, LLC | 10,136 | $1.60M | 0.44% | −542−5.1% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 10,166 | $1.60M | 0.26% | −3,603−26.2% | Reduced |
| Mosaic Financial Group, LLC | 10,166 | $1.60M | 1.28% | +10,166 | New |
| FinTrust Capital Advisors, LLC | 10,173 | $1.60M | 0.31% | −1,449−12.5% | Reduced |
| Plancorp, LLC | 10,193 | $1.61M | 0.07% | +672+7.1% | Added |
| King Wealth | 10,204 | $1.61M | 0.28% | +503+5.2% | Added |
| Miller Investment Management, LP | 10,220 | $1.61M | 0.21% | 00.0% | Unchanged |
| Aspen Investment Management Inc | 10,243 | $1.62M | 0.82% | −19−0.2% | Reduced |
| Tudor Investment Corp Et Al | 10,250 | $1.62M | 0.02% | +10,250 | New |
| Hamilton Capital, LLC | 10,284 | $1.62M | 0.12% | +82+0.8% | Added |
| Plante Moran Financial Advisors, LLC | 10,303 | $1.63M | 0.17% | +80+0.8% | Added |
| Financial Engines Advisors L.L.C. | 10,307 | $1.63M | 0.00% | +499+5.1% | Added |
| Marco Investment Management LLC | 10,312 | $1.63M | 0.15% | −232−2.2% | Reduced |
| iA Global Asset Management Inc. | 10,321 | $1.63M | 0.03% | −305−2.9% | Reduced |
| Pure Financial Advisors, Inc. | 10,322 | $1.63M | 0.05% | +2,321+29.0% | Added |
| Sentry Investment Management LLC | 10,328 | $1.63M | 0.63% | 00.0% | Unchanged |
| 3Chopt Investment Partners, LLC | 10,331 | $1.63M | 0.67% | +481+4.9% | Added |
| Claro Advisors LLC | 10,332 | $1.63M | 0.28% | +1,855+21.9% | Added |
| Teamwork Financial Advisors, LLC | 10,341 | $1.63M | 0.25% | −1,684−14.0% | Reduced |
| Broadwater Capital Management LLC | 10,341 | $1.63M | 1.25% | −60−0.6% | Reduced |
| Gilbert & Cook, Inc. | 10,353 | $1.63M | 0.22% | +41+0.4% | Added |
| Trust Investment Advisors | 10,367 | $1.64M | 1.18% | +53+0.5% | Added |
| Relative Value Partners Group, LLC | 11,095 | $1.64M | 0.10% | +75+0.7% | Added |
| Centaurus Financial, Inc. | 10,413 | $1.64M | 0.11% | −1,118−9.7% | Reduced |
| LVW Advisors, LLC | 10,425 | $1.64M | 0.28% | +497+5.0% | Added |
| RBA Wealth Management, LLC | 10,428 | $1.64M | 0.67% | −18−0.2% | Reduced |
| Wambolt & Associates, LLC | 10,351 | $1.65M | 0.49% | +1,768+20.6% | Added |
| Tompkins Financial Corp | 10,462 | $1.65M | 0.19% | −38−0.4% | Reduced |
| SYSTM Wealth Solutions LLC | 10,487 | $1.65M | 0.21% | −1,099−9.5% | Reduced |
| Cunning Capital Partners, LP | 10,495 | $1.66M | 0.92% | 00.0% | Unchanged |
| Doheny Asset Management | 10,499 | $1.66M | 1.36% | +631+6.4% | Added |
| Wellington Shields Capital Management, LLC | 10,502 | $1.66M | 0.31% | −1,227−10.5% | Reduced |
| Rogco, LP | 10,507 | $1.66M | 0.68% | +264+2.6% | Added |