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 |
|---|---|---|---|---|---|
| Solitude Financial Services | 10,510 | $1.66M | 0.76% | +1,668+18.9% | Added |
| SevenBridge Financial Group, LLC | 10,355 | $1.66M | 0.38% | −985−8.7% | Reduced |
| Hedeker Wealth, LLC | 10,566 | $1.67M | 0.48% | −230−2.1% | Reduced |
| Garrison Point Advisors, LLC | 10,582 | $1.67M | 1.07% | +40.0% | Added |
| AlphaStar Capital Management, LLC | 10,589 | $1.67M | 0.17% | +3,499+49.4% | Added |
| Eagle Wealth Strategies LLC | 10,518 | $1.67M | 1.36% | +528+5.3% | Added |
| Old Second National Bank of Aurora | 10,630 | $1.68M | 0.44% | −282−2.6% | Reduced |
| Altus Wealth Group LLC | 10,637 | $1.68M | 0.84% | −200−1.8% | Reduced |
| Sage Mountain Advisors LLC | 10,640 | $1.68M | 0.17% | +1,892+21.6% | Added |
| Archford Capital Strategies, LLC | 10,643 | $1.68M | 0.28% | +235+2.3% | Added |
| KG&L Capital Management,LLC | 10,610 | $1.68M | 0.67% | −1,079−9.2% | Reduced |
| Moseley Investment Management Inc | 10,654 | $1.68M | 0.83% | −534−4.8% | Reduced |
| AAFMAA Wealth Management & Trust LLC | 10,656 | $1.68M | 0.92% | +932+9.6% | Added |
| Archer Investment Corp | 10,660 | $1.68M | 0.51% | −11−0.1% | Reduced |
| D.B. Root & Company, LLC | 10,733 | $1.69M | 0.57% | +687+6.8% | Added |
| Heritage Wealth Advisors | 10,744 | $1.69M | 0.08% | −656−5.8% | Reduced |
| Lodestone Wealth Management LLC | 10,777 | $1.70M | 0.90% | +31+0.3% | Added |
| Infrastructure Capital Advisors, LLC | 10,800 | $1.70M | 0.22% | +2,818+35.3% | Added |
| Aries Wealth Management | 10,812 | $1.71M | 0.55% | −224−2.0% | Reduced |
| Covenant Asset Management, LLC | 10,828 | $1.71M | 0.41% | +478+4.6% | Added |
| Roanoke Asset Management Corp | 10,839 | $1.71M | 0.56% | 00.0% | Unchanged |
| Main Street Research LLC | 10,897 | $1.72M | 0.12% | +712+7.0% | Added |
| Forza Wealth Management, LLC | 10,899 | $1.72M | 0.89% | +110+1.0% | Added |
| Mechanics Financial Corp | 10,928 | $1.72M | 0.90% | +397+3.8% | Added |
| Kowal Investment Group, LLC | 10,941 | $1.73M | 0.37% | +3,413+45.3% | Added |
| Vise Technologies, Inc. | 10,951 | $1.73M | 0.34% | +999+10.0% | Added |
| Invesco, LLC | 10,973 | $1.73M | 0.74% | +3,926+55.7% | Added |
| Premier Path Wealth Partners, LLC | 10,973 | $1.73M | 0.33% | +1,164+11.9% | Added |
| Weaver C. Barksdale & Associates, Inc. | 10,976 | $1.73M | 1.59% | −71−0.6% | Reduced |
| Prostatis Group LLC | 11,038 | $1.73M | 0.66% | +1,437+15.0% | Added |
| Baker Tilly Wealth Management, LLC | 11,012 | $1.74M | 0.31% | +2,180+24.7% | Added |
| Creegan & Nassoura Financial Group, LLC | 11,014 | $1.74M | 1.16% | −100−0.9% | Reduced |
| M. Kraus & Co | 11,043 | $1.74M | 0.53% | −659−5.6% | Reduced |
| Gen-Wealth Partners Inc | 11,054 | $1.74M | 0.86% | +11,054 | New |
| Integral Investment Advisors, Inc. | 11,160 | $1.74M | 0.72% | +4,148+59.2% | Added |
| Nicolet Bankshares Inc | 11,094 | $1.75M | 0.43% | +24+0.2% | Added |
| WESPAC Advisors, LLC | 11,135 | $1.76M | 1.02% | +8,084+265.0% | Added |
| Cypress Capital Management LLC (WY) | 11,158 | $1.76M | 1.88% | +11,158 | New |
| Gibson Wealth Advisors LLC | 11,172 | $1.76M | 1.70% | +11,172 | New |
| Per Stirling Capital Management, LLC. | 11,194 | $1.77M | 0.29% | −1,005−8.2% | Reduced |
| Vantage Financial Partners Ltd., Inc. | 11,200 | $1.77M | 0.46% | +600+5.7% | Added |
| West Paces Advisors Inc. | 11,216 | $1.77M | 0.47% | −352−3.0% | Reduced |
| AdvisorNet Financial, Inc | 11,218 | $1.77M | 0.17% | −607−5.1% | Reduced |
| EPG Wealth Management LLC | 11,223 | $1.77M | 0.43% | +296+2.7% | Added |
| Paradigm Financial Partners, LLC | 11,252 | $1.77M | 0.38% | −937−7.7% | Reduced |
| Pinnacle Bancorp, Inc. | 11,266 | $1.78M | 0.53% | −30−0.3% | Reduced |
| Northside Capital Management, LLC | 11,282 | $1.78M | 0.32% | −507−4.3% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 11,288 | $1.78M | 1.20% | +100+0.9% | Added |
| Journey Strategic Wealth LLC | 11,329 | $1.79M | 0.08% | −561−4.7% | Reduced |
| Northwest & Ethical Investments L.P. | 11,329 | $1.79M | 0.05% | +11,329 | New |
| Osborne Partners Capital Management, LLC | 11,338 | $1.79M | 0.11% | −120−1.0% | Reduced |
| Clearview Wealth Advisors LLC | 11,342 | $1.79M | 1.83% | −224−1.9% | Reduced |
| Meiji Yasuda Life Insurance Co | 11,342 | $1.79M | 0.04% | −480−4.1% | Reduced |
| Walker Asset Management, LLC | 11,351 | $1.79M | 1.18% | −107−0.9% | Reduced |
| Piscataqua Savings Bank | 11,372 | $1.79M | 1.58% | −69−0.6% | Reduced |
| Secured Retirement Advisors, LLC | 11,391 | $1.80M | 1.52% | +2,193+23.8% | Added |
| Iams Wealth Management, LLC | 11,801 | $1.80M | 1.10% | +1,702+16.9% | Added |
| Capital Advantage, Inc. | 10,931 | $1.80M | 0.37% | +90+0.8% | Added |
| Sweet Financial Partners, LLC | 11,421 | $1.80M | 0.42% | −26−0.2% | Reduced |
| Burke & Herbert Bank & Trust Co | 11,435 | $1.80M | 1.36% | −794−6.5% | Reduced |
| Harvey Investment Co LLC | 11,442 | $1.80M | 0.20% | 00.0% | Unchanged |
| Burford Brothers, Inc. | 11,468 | $1.81M | 1.19% | +1,110+10.7% | Added |
| Centennial Bank | 11,475 | $1.81M | 0.93% | −451−3.8% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 11,543 | $1.82M | 0.96% | +344+3.1% | Added |
| Blackhill Capital Inc | 11,550 | $1.82M | 0.10% | 00.0% | Unchanged |
| Gradient Capital Advisors, LLC | 11,569 | $1.82M | 0.67% | −89−0.8% | Reduced |
| Sawyer & Company, Inc | 11,598 | $1.83M | 0.73% | +758+7.0% | Added |
| Access Financial Services, Inc. | 11,598 | $1.83M | 0.82% | +1,823+18.6% | Added |
| Aquatic Capital Management LLC | 11,600 | $1.83M | 0.06% | +11,600 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 11,294 | $1.83M | 0.12% | +2,074+22.5% | Added |
| Neumann Capital Management, LLC | 11,615 | $1.83M | 0.65% | 00.0% | Unchanged |
| Blackhawk Capital Partners LLC. | 11,646 | $1.84M | 1.15% | −2,713−18.9% | Reduced |
| Widmann Financial Services, Inc. | 11,647 | $1.84M | 1.54% | +25+0.2% | Added |
| Ascent Wealth Partners, LLC | 11,671 | $1.84M | 0.27% | −227−1.9% | Reduced |
| Summit Financial Group Inc | 11,692 | $1.84M | 0.66% | −100−0.8% | Reduced |
| Ledyard National Bank | 11,710 | $1.85M | 0.18% | −297−2.5% | Reduced |
| Autumn Glory Partners, LLC | 11,711 | $1.85M | 0.90% | +445+3.9% | Added |
| Stevens Capital Management LP | 11,723 | $1.85M | 0.36% | +8,722+290.6% | Added |
| Proquility Private Wealth Partners, LLC | 11,742 | $1.85M | 0.63% | +1,808+18.2% | Added |
| Jmac Enterprises LLC | 11,764 | $1.86M | 0.35% | −239−2.0% | Reduced |
| Secure Asset Management, LLC | 11,772 | $1.86M | 0.44% | −773−6.2% | Reduced |
| Beach Investment Counsel Inc | 12,449 | $1.86M | 0.23% | 00.0% | Unchanged |
| Conning Inc. | 11,784 | $1.86M | 0.06% | −50−0.4% | Reduced |
| Oxbow Advisors, LLC | 11,787 | $1.86M | 0.26% | +1,361+13.1% | Added |
| NFP Retirement, Inc. | 11,815 | $1.86M | 0.16% | +5,374+83.4% | Added |
| Y.D. More Investments Ltd | 11,826 | $1.86M | 0.33% | +1,631+16.0% | Added |
| Delta Financial Group, Inc. | 11,840 | $1.87M | 0.55% | −59−0.5% | Reduced |
| TrueWealth Advisors, LLC | 11,847 | $1.87M | 0.72% | +27+0.2% | Added |
| Beck Mack & Oliver LLC | 11,906 | $1.88M | 0.04% | −100−0.8% | Reduced |
| Bourgeon Capital Management LLC | 11,913 | $1.88M | 0.37% | −514−4.1% | Reduced |
| PSI Advisors, LLC | 11,952 | $1.89M | 0.68% | +107+0.9% | Added |
| Hodges Capital Management Inc. | 11,956 | $1.89M | 0.12% | −1,458−10.9% | Reduced |
| Midwest Professional Planners, LTD. | 11,958 | $1.89M | 0.66% | −69−0.6% | Reduced |
| Aire Advisors, LLC | 11,955 | $1.89M | 0.43% | +318+2.7% | Added |
| Romano Brothers and Company | 11,966 | $1.89M | 0.26% | +983+9.0% | Added |
| Brown, Lisle/Cummings, Inc. | 11,969 | $1.89M | 0.64% | +207+1.8% | Added |
| Smartleaf Asset Management LLC | 12,095 | $1.89M | 0.37% | +3,280+37.2% | Added |
| Supplemental Annuity Collective Trust of NJ | 12,000 | $1.89M | 0.59% | 00.0% | Unchanged |
| Hollencrest Capital Management | 12,012 | $1.89M | 0.09% | −212−1.7% | Reduced |
| Ignite Planners, LLC | 11,937 | $1.90M | 0.53% | −2,108−15.0% | Reduced |