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
- 3,523
- +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
- 1,678 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 | 4,312 | $298.0B |
| Q4 2025 | 3,994 | $223.3B |
| Q3 2025 | 3,803 | $225.3B |
| Q2 2025 | 3,708 | $189.0B |
| Q1 2025 | 3,826 | $222.9B |
| Q4 2024 | 3,765 | $194.0B |
| Q3 2024 | 3,488 | $198.0B |
| Q2 2024 | 3,511 | $214.0B |
| Q1 2024 | 3,523 | $212.7B |
| Q4 2023 | 3,478 | $200.3B |
| Q3 2023 | 3,339 | $222.6B |
| Q2 2023 | 3,286 | $205.0B |
| Q1 2023 | 3,273 | $217.1B |
| Q4 2022 | 3,289 | $243.6B |
| Q3 2022 | 3,057 | $195.7B |
| Q2 2022 | 3,060 | $198.4B |
| Q1 2022 | 3,071 | $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 |
|---|---|---|---|---|---|
| Cedar Mountain Advisors, LLC | 465 | $73.3K | 0.02% | 00.0% | Unchanged |
| Kiely Wealth Advisory Group, Inc. | 444 | $73.9K | 0.04% | 00.0% | Unchanged |
| Foster Dykema Cabot & Partners, LLC | 477 | $75.2K | 0.01% | −5−1.0% | Reduced |
| Briaud Financial Planning, Inc | 487 | $77.0K | 0.04% | +487 | New |
| Tributary Capital Management, LLC | 490 | $77.3K | 0.01% | +490 | New |
| Annapolis Financial Services, LLC | 495 | $78.1K | 0.03% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 499 | $78.7K | 0.02% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 500 | $78.9K | 0.02% | 00.0% | Unchanged |
| Fairman Group, LLC | 512 | $80.8K | 0.08% | −370−42.0% | Reduced |
| DiNuzzo Private Wealth, Inc. | 543 | $85.7K | 0.01% | −1−0.2% | Reduced |
| Dogwood Wealth Management LLC | 544 | $85.8K | 0.06% | +6+1.1% | Added |
| Fortitude Family Office, LLC | 549 | $86.6K | 0.06% | −37−6.3% | Reduced |
| Stone House Investment Management, LLC | 563 | $88.9K | 0.02% | −20−3.4% | Reduced |
| Davis Capital Management | 566 | $90.0K | 0.08% | 00.0% | Unchanged |
| Orion Capital Management LLC | 595 | $93.9K | 0.05% | −154−20.6% | Reduced |
| TruNorth Capital Management, LLC | 613 | $96.7K | 0.03% | +613 | New |
| MidAtlantic Capital Management, Inc. | 619 | $97.6K | 0.09% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 619 | $98.0K | 0.00% | +20+3.3% | Added |
| REAP Financial Group, LLC | 624 | $98.4K | 0.03% | −1,647−72.5% | Reduced |
| Tradewinds Capital Management, LLC | 625 | $98.6K | 0.03% | −11−1.7% | Reduced |
| Coston, McIsaac & Partners | 628 | $99.0K | 0.03% | +15+2.4% | Added |
| Nordwand Advisors, LLC | 643 | $101.4K | 0.04% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 665 | $104.9K | 0.03% | +40+6.4% | Added |
| Proffitt & Goodson Inc | 667 | $105.2K | 0.02% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 678 | $106.9K | 0.12% | +22+3.4% | Added |
| FSC Wealth Advisors, LLC | 690 | $108.9K | 0.08% | +2+0.3% | Added |
| Mark Sheptoff Financial Planning, LLC | 700 | $110.4K | 0.06% | −100−12.5% | Reduced |
| Nabity-Jensen Investment Management Inc | 701 | $110.5K | 0.09% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 703 | $110.9K | 0.05% | 00.0% | Unchanged |
| Main Street Group, LTD | 702 | $111.5K | 0.05% | +167+31.2% | Added |
| Mascoma Wealth Management LLC | 708 | $111.7K | 0.03% | −33−4.5% | Reduced |
| Ulland Investment Advisors, LLC | 718 | $113.0K | 0.09% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 738 | $116.4K | 0.05% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 752 | $118.6K | 0.05% | +752 | New |
| HighMark Wealth Management LLC | 715 | $123.5K | 0.08% | −26−3.5% | Reduced |
| Transcendent Capital Group LLC | 799 | $126.1K | 0.07% | +392+96.3% | Added |
| Signature Resources Capital Management, LLC | 852 | $127.1K | 0.12% | 00.0% | Unchanged |
| Disciplina Capital Management LLC | 817 | $128.8K | 0.02% | +9+1.1% | Added |
| Abound Wealth Management | 817 | $128.9K | 0.05% | −397−32.7% | Reduced |
| SJS Investment Consulting Inc. | 825 | $130.2K | 0.03% | −59−6.7% | Reduced |
| Raffa Wealth Management, LLC | 829 | $130.8K | 0.04% | −13−1.5% | Reduced |
| Deane Retirement Strategies, Inc. | 842 | $132.8K | 0.07% | 00.0% | Unchanged |
| Clean Yield Group | 843 | $133.0K | 0.05% | 00.0% | Unchanged |
| Financial Freedom, LLC | 855 | $134.8K | 0.08% | +6+0.7% | Added |
| HHM Wealth Advisors, LLC | 855 | $134.9K | 0.02% | −117−12.0% | Reduced |
| Creative Capital Management Investments LLC | 857 | $135.2K | 0.07% | 00.0% | Unchanged |
| Raelipskie Partnership | 865 | $136.4K | 0.08% | 00.0% | Unchanged |
| Creekmur Asset Management LLC | 880 | $138.8K | 0.05% | +105+13.5% | Added |
| Standard Family Office LLC | 882 | $139.1K | 0.19% | +882 | New |
| Iron Horse Wealth Management, LLC | 890 | $140.4K | 0.06% | +15+1.7% | Added |
| Disciplined Equity Management, Inc. | 900 | $142.0K | 0.09% | −400−30.8% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 900 | $142.0K | 0.02% | −22−2.4% | Reduced |
| Richelieu Gestion PLC | 900 | $142.0K | 0.15% | +900 | New |
| Truvestments Capital LLC | 926 | $146.1K | 0.06% | +237+34.4% | Added |
| Westchester Capital Management, Inc. | 932 | $147.0K | 0.04% | 00.0% | Unchanged |
| Trust Co | 956 | $150.8K | 0.02% | +47+5.2% | Added |
| ORG Partners LLC | 949 | $151.0K | 0.29% | −11,057−92.1% | Reduced |
| RE Dickinson Investment Advisors, LLC | 963 | $152.0K | 0.10% | −84−8.0% | Reduced |
| Garde Capital, Inc. | 991 | $156.0K | 0.01% | −702−41.5% | Reduced |
| Cove Street Capital, LLC | 1,000 | $157.7K | 0.05% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 1,000 | $157.7K | 0.05% | 00.0% | Unchanged |
| Aspect Partners, LLC | 1,004 | $158.4K | 0.12% | 00.0% | Unchanged |
| Aspire Private Capital, LLC | 1,006 | $158.7K | 0.04% | +20+2.0% | Added |
| HBC Financial Services, PLLC | 1,000 | $159.0K | 0.11% | −190−16.0% | Reduced |
| Palouse Capital Management, Inc. | 1,024 | $161.5K | 0.11% | +1,024 | New |
| Impact Partnership Wealth, LLC | 1,037 | $163.6K | 0.06% | −5,520−84.2% | Reduced |
| Voisard Asset Management Group, Inc. | 1,054 | $166.3K | 0.09% | 00.0% | Unchanged |
| O'Brien Wealth Partners LLC | 1,072 | $169.1K | 0.04% | −200−15.7% | Reduced |
| Frazier Financial Advisors, LLC | 1,073 | $169.3K | 0.14% | +261+32.1% | Added |
| AlphaMark Advisors, LLC | 1,085 | $171.0K | 0.06% | +15+1.4% | Added |
| TD Capital Management LLC | 1,118 | $176.4K | 0.02% | +37+3.4% | Added |
| CBIZ Investment Advisory Services, LLC | 1,122 | $177.0K | 0.01% | +1,122 | New |
| Clarity Asset Management, Inc. | 1,129 | $178.1K | 0.12% | +1+0.1% | Added |
| Prestige Wealth Management Group LLC | 1,132 | $178.6K | 0.04% | −99−8.0% | Reduced |
| Hall Laurie J Trustee | 1,129 | $179.0K | 0.06% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 1,135 | $179.0K | 0.01% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 1,144 | $180.4K | 0.08% | +149+15.0% | Added |
| Core Wealth Advisors, Inc. | 1,190 | $187.7K | 0.06% | 00.0% | Unchanged |
| Future Financial Wealth Managment LLC | 1,199 | $189.2K | 0.15% | +1,199 | New |
| TFC Financial Management | 1,209 | $190.8K | 0.03% | −669−35.6% | Reduced |
| Mine & Arao Wealth Creation & Management, LLC. | 1,215 | $191.7K | 0.09% | −136−10.1% | Reduced |
| Centerpoint Advisors, LLC | 1,234 | $195.0K | 0.07% | 00.0% | Unchanged |
| WealthCollab, LLC | 1,237 | $195.1K | 0.14% | +243+24.4% | Added |
| Laraway Financial Inc | 1,241 | $195.8K | 0.17% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 1,247 | $196.7K | 0.11% | +11+0.9% | Added |
| Vestor Capital, LLC | 1,263 | $199.0K | 0.02% | −22−1.7% | Reduced |
| WR Wealth Planners, LLC | 1,264 | $199.4K | 0.06% | +1,264 | New |
| Horizon Bancorp Inc | 1,271 | $200.0K | 0.10% | +30+2.4% | Added |
| Silver Oak Advisory Group, Inc. | 1,272 | $201.0K | 0.11% | +1,272 | New |
| Oak Thistle LLC | 1,276 | $201.3K | 0.18% | +1,276 | New |
| McIlrath & Eck, LLC | 1,278 | $201.6K | 0.03% | +14+1.1% | Added |
| American Money Management, LLC | 1,279 | $201.7K | 0.04% | +1,279 | New |
| Peninsula Wealth, LLC | 1,280 | $201.8K | 0.04% | +1,280 | New |
| Worth Asset Management, LLC | 1,284 | $202.5K | 0.12% | −292−18.5% | Reduced |
| Life Planning Partners, Inc | 1,284 | $202.5K | 0.20% | 00.0% | Unchanged |
| Cahaba Wealth Management, Inc. | 1,286 | $202.8K | 0.02% | +1,286 | New |
| Cumberland Advisors Inc | 1,290 | $203.5K | 0.08% | +1,290 | New |
| Financial Enhancement Group LLC | 1,281 | $203.6K | 0.03% | +1,281 | New |
| CKW Financial Group | 1,280 | $204.0K | 0.03% | +2+0.2% | Added |
| Disciplined Growth Investors Inc | 1,295 | $204.3K | 0.00% | +1,295 | New |