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 |
|---|---|---|---|---|---|
| Belmont Capital, LLC | 13,571 | $2.14M | 0.58% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 13,623 | $2.15M | 0.01% | −751,800−98.2% | Reduced |
| PYA Waltman Capital, LLC | 13,699 | $2.16M | 0.80% | +1,069+8.5% | Added |
| Center for Financial Planning, Inc. | 13,712 | $2.16M | 0.32% | +986+7.7% | Added |
| GAMMA Investing LLC | 13,717 | $2.16M | 0.44% | +4,153+43.4% | Added |
| JFS Wealth Advisors, LLC | 13,721 | $2.16M | 0.17% | −55−0.4% | Reduced |
| Bank of New Hampshire | 13,725 | $2.16M | 0.57% | −1,262−8.4% | Reduced |
| Kiley Juergens Wealth Management, LLC | 13,733 | $2.17M | 0.67% | −434−3.1% | Reduced |
| Valmark Advisers, Inc. | 13,749 | $2.17M | 0.04% | +519+3.9% | Added |
| Lafayette Investments, Inc. | 13,793 | $2.18M | 0.49% | −50.0% | Reduced |
| Gryphon Financial Partners LLC | 13,832 | $2.18M | 0.36% | +2,428+21.3% | Added |
| Dynamic Technology Lab Private Ltd | 13,850 | $2.19M | 0.23% | +13,850 | New |
| Lodestar Private Asset Management LLC | 13,861 | $2.19M | 0.31% | −237−1.7% | Reduced |
| Lynx Capital Group Ltd | 13,865 | $2.19M | 1.48% | +2,050+17.4% | Added |
| St Germain D J Co Inc | 13,881 | $2.19M | 0.11% | +30.0% | Added |
| Washington Trust Co | 13,882 | $2.19M | 0.08% | −111−0.8% | Reduced |
| Richard P Slaughter Associates Inc | 13,909 | $2.19M | 0.53% | +13,909 | New |
| New Potomac Partners, LLC | 13,918 | $2.20M | 1.22% | −211−1.5% | Reduced |
| Harbour Trust & Investment Management Co | 13,918 | $2.20M | 0.28% | −51−0.4% | Reduced |
| Providence Wealth Advisors, LLC | 13,852 | $2.20M | 1.88% | −4,731−25.5% | Reduced |
| Dover Advisors, LLC | 13,978 | $2.20M | 1.51% | +6,035+76.0% | Added |
| Ti-Trust, Inc | 13,998 | $2.21M | 1.62% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 14,006 | $2.21M | 0.85% | −321−2.2% | Reduced |
| Chemung Canal Trust Co | 14,005 | $2.21M | 0.43% | −249−1.7% | Reduced |
| Ategra Capital Management, LLC | 14,022 | $2.21M | 1.02% | +14,022 | New |
| Symmetry Partners, LLC | 14,025 | $2.21M | 0.17% | −2,226−13.7% | Reduced |
| Cascade Investment Group, Inc. | 14,030 | $2.21M | 1.66% | +178+1.3% | Added |
| Norden Group LLC | 14,031 | $2.21M | 0.45% | +5,987+74.4% | Added |
| Brady Family Wealth, LLC | 14,074 | $2.22M | 0.72% | −425−2.9% | Reduced |
| Horizon Kinetics Asset Management LLC | 14,083 | $2.22M | 0.04% | −100−0.7% | Reduced |
| Notis-McConarty Edward | 14,170 | $2.24M | 0.88% | −435−3.0% | Reduced |
| CIC Wealth, LLC | 14,185 | $2.24M | 0.65% | +411+3.0% | Added |
| Lighthouse Investment Partners, LLC | 14,217 | $2.24M | 0.13% | +14,217 | New |
| Somerset Trust Co | 14,236 | $2.25M | 0.92% | +449+3.3% | Added |
| Pinnacle West Asset Management, Inc. | 14,315 | $2.26M | 1.79% | +10+0.1% | Added |
| Argonautica Private Wealth Management, Inc | 14,358 | $2.26M | 0.81% | +467+3.4% | Added |
| Magnus Financial Group LLC | 14,410 | $2.27M | 0.27% | +716+5.2% | Added |
| Abundance Wealth Counselors | 14,415 | $2.27M | 0.52% | +450+3.2% | Added |
| Whitener Capital Management, Inc. | 14,435 | $2.28M | 0.75% | +871+6.4% | Added |
| Alpine Woods Capital Investors, LLC | 14,132 | $2.28M | 0.45% | −35,907−71.8% | Reduced |
| Arbor Capital Management Inc | 14,020 | $2.28M | 2.16% | −3,644−20.6% | Reduced |
| Winslow Asset Management Inc | 14,515 | $2.29M | 0.43% | −225−1.5% | Reduced |
| Berkeley Capital Partners, LLC | 14,543 | $2.29M | 0.70% | +792+5.8% | Added |
| Monarch Capital Management Inc | 14,552 | $2.30M | 0.65% | +50+0.3% | Added |
| Verition Fund Management LLC | 14,553 | $2.30M | 0.02% | −5,440−27.2% | Reduced |
| Longfellow Investment Management Co LLC | 14,556 | $2.30M | 0.52% | +109+0.8% | Added |
| Outlook Wealth Advisors, LLC | 14,556 | $2.30M | 0.71% | +1,944+15.4% | Added |
| Perennial Investment Advisors, LLC | 14,557 | $2.30M | 0.35% | +910+6.7% | Added |
| Clarius Group, LLC | 14,564 | $2.30M | 0.16% | −1,456−9.1% | Reduced |
| Central Pacific Bank - Trust Division | 14,476 | $2.30M | 0.29% | +14,476 | New |
| Knuff & Co LLC | 14,659 | $2.31M | 0.78% | +1,900+14.9% | Added |
| Sargent Investment Group, LLC | 14,691 | $2.32M | 0.51% | −2,300−13.5% | Reduced |
| Slagle Financial, LLC | 14,703 | $2.32M | 1.26% | −38,273−72.2% | Reduced |
| Grandview Asset Management LLC | 14,728 | $2.32M | 1.05% | −71−0.5% | Reduced |
| Karpas Strategies, LLC | 14,729 | $2.32M | 0.72% | +44+0.3% | Added |
| Ahl Investment Management, Inc. | 14,807 | $2.34M | 1.79% | +878+6.3% | Added |
| Alexander Labrunerie & Co., Inc. | 14,816 | $2.34M | 1.30% | +14,816 | New |
| Wilkins Investment Counsel Inc | 14,815 | $2.34M | 0.34% | +12,580+562.9% | Added |
| Private Harbour Investment Management & Counsel, LLC | 14,836 | $2.34M | 2.52% | −130−0.9% | Reduced |
| Herbst Group, LLC | 14,850 | $2.34M | 1.45% | −450−2.9% | Reduced |
| World Equity Group, Inc. | 14,824 | $2.34M | 0.48% | +80+0.5% | Added |
| Systematic Alpha Investments, LLC | 14,854 | $2.34M | 0.09% | 00.0% | Unchanged |
| Pavion Blue Capital, LLC | 14,862 | $2.34M | 1.16% | 00.0% | Unchanged |
| First United Bank Trust | 14,865 | $2.34M | 0.87% | +150+1.0% | Added |
| Founders Financial Securities LLC | 14,929 | $2.35M | 0.25% | +3,828+34.5% | Added |
| Prevail Innovative Wealth Advisors, LLC | 14,939 | $2.36M | 0.88% | +4,148+38.4% | Added |
| SignalPoint Asset Management, LLC | 14,947 | $2.36M | 0.65% | +630+4.4% | Added |
| O'Brien Greene & Co. Inc | 14,956 | $2.36M | 0.78% | −314−2.1% | Reduced |
| Raleigh Capital Management Inc. | 14,967 | $2.36M | 1.02% | +948+6.8% | Added |
| Marietta Investment Partners LLC | 14,971 | $2.36M | 0.52% | −200−1.3% | Reduced |
| Fifth Third Wealth Advisors LLC | 15,009 | $2.37M | 0.37% | +3,565+31.2% | Added |
| Constant Guidance Financial LLC | 14,766 | $2.37M | 2.19% | +14,766 | New |
| Wasatch Advisors Inc | 15,025 | $2.37M | 0.01% | +15,025 | New |
| Weik Capital Management | 15,040 | $2.37M | 1.01% | +1,535+11.4% | Added |
| JTC Employer Solutions Trusteee Ltd | 15,178 | $2.37M | 0.15% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 15,068 | $2.38M | 0.72% | +265+1.8% | Added |
| Lloyd Advisory Services, LLC. | 15,070 | $2.38M | 0.51% | +12,365+457.1% | Added |
| Accordant Advisory Group Inc | 15,083 | $2.38M | 1.78% | +15,083 | New |
| Hoertkorn Richard Charles | 15,097 | $2.38M | 1.02% | −200−1.3% | Reduced |
| Lindenwold Advisors | 15,154 | $2.39M | 1.28% | +1,950+14.8% | Added |
| GeoWealth Management, LLC | 15,158 | $2.39M | 0.09% | +3,271+27.5% | Added |
| Harbour Investment Management LLC | 15,160 | $2.39M | 1.12% | −35−0.2% | Reduced |
| Manhattan West Asset Management, LLC | 15,178 | $2.39M | 0.57% | +930+6.5% | Added |
| Newman Dignan & Sheerar, Inc. | 15,185 | $2.40M | 0.64% | −39−0.3% | Reduced |
| TrueMark Investments, LLC | 15,218 | $2.40M | 2.20% | −302−1.9% | Reduced |
| Pacific Center for Financial Services | 15,221 | $2.40M | 0.68% | +91+0.6% | Added |
| Perpetual Ltd | 16,112 | $2.41M | 0.02% | −1,962−10.9% | Reduced |
| WealthTrust Axiom LLC | 15,297 | $2.41M | 0.78% | −797−5.0% | Reduced |
| Traynor Capital Management, Inc. | 15,307 | $2.41M | 0.23% | +1,529+11.1% | Added |
| Delta Financial Advisors LLC | 15,310 | $2.42M | 0.96% | −69−0.4% | Reduced |
| Titleist Asset Management, LLC | 15,313 | $2.42M | 0.42% | +575+3.9% | Added |
| Birch Hill Investment Advisors LLC | 15,314 | $2.42M | 0.12% | −1,353−8.1% | Reduced |
| Atlantic Trust, LLC | 15,350 | $2.42M | 0.63% | −851−5.3% | Reduced |
| SageView Advisory Group, LLC | 15,359 | $2.42M | 0.14% | −7,488−32.8% | Reduced |
| Edmp, Inc. | 15,370 | $2.42M | 2.02% | −104−0.7% | Reduced |
| DeDora Capital, Inc. | 15,398 | $2.43M | 0.77% | +253+1.7% | Added |
| Arrow Financial Corp | 15,419 | $2.43M | 0.24% | −128−0.8% | Reduced |
| Capital Advisors Wealth Management, LLC | 15,424 | $2.43M | 0.50% | +634+4.3% | Added |
| Bontempo Ohly Capital Mgmt LLC | 15,426 | $2.43M | 1.19% | +1,417+10.1% | Added |
| Cassaday & Co Wealth Management LLC | 15,437 | $2.44M | 0.08% | +53+0.3% | Added |