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 |
|---|---|---|---|---|---|
| Howard Wealth Management, LLC | 1,297 | $204.6K | 0.17% | +1,297 | New |
| Whitcomb & Hess, Inc. | 1,297 | $204.6K | 0.07% | +1,297 | New |
| Aquire Wealth Advisors, LLC | 1,302 | $205.4K | 0.07% | +1,302 | New |
| Blankinship & Foster, LLC | 1,303 | $205.5K | 0.05% | +1,303 | New |
| Lavaca Capital LLC | 1,305 | $205.9K | 0.13% | +1,305 | New |
| BlackDiamond Wealth Management Inc. | 1,305 | $205.9K | 0.15% | +1,305 | New |
| Invenio Wealth Partners LLC | 1,305 | $205.9K | 0.11% | +1,305 | New |
| Heritage Wealth Partners, LLC | 1,383 | $206.2K | 0.42% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 1,307 | $206.2K | 0.02% | −65−4.7% | Reduced |
| Harbor Advisory Corp | 1,308 | $206.3K | 0.07% | +1,308 | New |
| Carl Stuart Investment Advisor, Inc | 1,309 | $206.5K | 0.13% | −645−33.0% | Reduced |
| Elite Life Management LLC | 1,310 | $206.6K | 1.01% | +1,310 | New |
| Jackson Thornton Asset Management, LLC | 1,311 | $206.8K | 0.04% | +1,311 | New |
| GoalFusion Wealth Management, LLC | 1,313 | $207.1K | 0.13% | +1,313 | New |
| Gladius Capital Management LP | 1,313 | $207.1K | 0.20% | +1,313 | New |
| 1858 Wealth Management, LLC | 1,389 | $207.2K | 0.20% | 00.0% | Unchanged |
| Councilmark Asset Management, LLC | 1,315 | $207.4K | 0.15% | +1,315 | New |
| Red Wave Investments LLC | 1,316 | $207.6K | 0.08% | +1,316 | New |
| Flynn Zito Capital Management, LLC | 1,318 | $207.9K | 0.11% | +1,318 | New |
| Consilio Wealth Advisors, LLC | 1,318 | $207.9K | 0.10% | +1,318 | New |
| Mirabaud & Cie SA | 1,324 | $208.8K | 0.07% | +1,324 | New |
| Bensler, LLC | 1,329 | $209.6K | 0.03% | −462−25.8% | Reduced |
| Pegasus Partners Ltd. | 1,331 | $210.0K | 0.02% | +1,331 | New |
| Avaii Wealth Management, LLC | 1,332 | $210.1K | 0.12% | −12−0.9% | Reduced |
| McCarthy Asset Management, Inc. | 1,333 | $210.3K | 0.13% | +1,333 | New |
| Safeguard Financial, LLC | 1,333 | $210.3K | 0.07% | +1,333 | New |
| Afg Fiduciary Services Limited Partnership | 1,302 | $210.8K | 0.16% | +1,302 | New |
| PCA Investment Advisory Services Inc. | 1,339 | $211.3K | 0.12% | +1,339 | New |
| Crew Capital Management, Ltd. | 1,343 | $211.8K | 0.17% | +1,343 | New |
| RAM Investment Partners, LLC | 1,343 | $211.8K | 0.07% | +1,343 | New |
| One Wealth Management Investment & Advisory Services, LLC | 1,345 | $212.2K | 0.09% | +1,345 | New |
| Clarity Capital Partners LLC | 1,350 | $212.9K | 0.14% | −14−1.0% | Reduced |
| Twin Lakes Capital Management, LLC | 1,351 | $213.1K | 0.14% | +1+0.1% | Added |
| Tiff Advisory Services Inc | 1,352 | $213.3K | 0.09% | +254+23.1% | Added |
| Meritas Wealth Management, LLC | 1,353 | $213.4K | 0.15% | 00.0% | Unchanged |
| Northstar Group, Inc. | 1,365 | $215.5K | 0.04% | 00.0% | Unchanged |
| Selective Wealth Management, Inc. | 1,326 | $215.7K | 0.09% | +1,326 | New |
| Yeomans Consulting Group, Inc. | 1,369 | $215.9K | 0.09% | −469−25.5% | Reduced |
| NBW Capital LLC | 1,369 | $215.9K | 0.04% | +1,369 | New |
| Quad-Cities Investment Group, LLC | 1,377 | $217.2K | 0.13% | 00.0% | Unchanged |
| Goldstein Advisors, LLC | 1,377 | $217.2K | 0.04% | +1,377 | New |
| Chiron Capital Management, LLC | 1,378 | $217.4K | 0.20% | 00.0% | Unchanged |
| Avalon Trust Co | 1,383 | $218.2K | 0.02% | −5−0.4% | Reduced |
| Fiducient Advisors LLC | 1,384 | $218.3K | 0.04% | −1,353−49.4% | Reduced |
| Parkside Advisors LLC | 1,388 | $218.9K | 0.06% | +5+0.4% | Added |
| Gallacher Capital Management LLC | 1,390 | $219.3K | 0.11% | −365−20.8% | Reduced |
| Motive Wealth Advisors | 1,390 | $219.3K | 0.13% | +1,390 | New |
| WESPAC Advisors SoCal, LLC | 1,392 | $219.5K | 0.06% | −1,322−48.7% | Reduced |
| Annandale Capital, LLC | 1,392 | $220.0K | 0.05% | 00.0% | Unchanged |
| R. W. Roge & Company, Inc. | 1,390 | $220.0K | 0.13% | 00.0% | Unchanged |
| B&D White Capital Company, LLC | 1,400 | $220.8K | 0.05% | −26,700−95.0% | Reduced |
| Sterling Investment Advisors LLC | 1,400 | $220.8K | 0.13% | 00.0% | Unchanged |
| Heritage Investment Group, Inc. | 1,401 | $221.0K | 0.05% | 00.0% | Unchanged |
| Optas, LLC | 1,405 | $221.6K | 0.06% | +1,405 | New |
| Arthur M. Cohen & Associates, LLC | 1,405 | $221.6K | 0.05% | −133−8.6% | Reduced |
| Fragasso Group Inc. | 1,410 | $222.4K | 0.02% | +1,410 | New |
| Omnia Family Wealth, LLC | 1,411 | $222.6K | 0.10% | +1,411 | New |
| Fernwood Investment Management, LLC | 1,412 | $222.8K | 0.06% | −7−0.5% | Reduced |
| Philip James Wealth Mangement, LLC | 1,414 | $223.0K | 0.16% | −1,793−55.9% | Reduced |
| Cherrydale Wealth Management, LLC | 1,414 | $223.0K | 0.10% | +1,414 | New |
| Abich Financial Wealth Management LLC | 1,415 | $223.2K | 0.17% | −598−29.7% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 1,417 | $223.5K | 0.07% | +57+4.2% | Added |
| Prosperity Wealth Management, Inc. | 1,423 | $224.5K | 0.11% | +1,423 | New |
| Collaborative Wealth Managment Inc. | 1,427 | $225.1K | 0.11% | 00.0% | Unchanged |
| Hofer & Associates. Inc | 1,428 | $225.3K | 0.19% | −42−2.9% | Reduced |
| Perfromance Wealth Partners, LLC | 1,429 | $225.5K | 0.01% | −230−13.9% | Reduced |
| Astoria Portfolio Advisors LLC. | 1,431 | $225.5K | 0.09% | −31−2.1% | Reduced |
| PrairieView Partners, LLC | 1,429 | $226.0K | 0.03% | 00.0% | Unchanged |
| Diversified Investment Strategies, LLC | 1,436 | $226.4K | 0.15% | 00.0% | Unchanged |
| Trinity Financial Advisors LLC | 1,437 | $226.7K | 0.10% | −208−12.6% | Reduced |
| Hamilton Point Investment Advisors, LLC | 1,439 | $227.0K | 0.04% | +1,439 | New |
| Covestor Ltd | 1,436 | $227.0K | 0.14% | −1,123−43.9% | Reduced |
| LifePlan Investment Advisors, Inc. | 1,450 | $228.7K | 0.18% | +65+4.7% | Added |
| Atalanta Sosnoff Capital, LLC | 1,452 | $229.0K | 0.01% | −390−21.2% | Reduced |
| Stephenson & Company, Inc. | 1,452 | $229.0K | 0.17% | −7−0.5% | Reduced |
| Hill Island Financial LLC | 1,453 | $229.1K | 0.08% | −75−4.9% | Reduced |
| Wade Financial Advisory, Inc | 1,453 | $229.2K | 0.08% | +1,453 | New |
| Strategic Investment Advisors | 1,458 | $230.1K | 0.03% | −133−8.4% | Reduced |
| 4J Wealth Management LLC | 1,462 | $230.6K | 0.20% | 00.0% | Unchanged |
| EPIQ Capital Group, LLC | 1,463 | $230.8K | 0.09% | +15+1.0% | Added |
| Interactive Financial Advisors | 1,476 | $232.8K | 0.13% | −900−37.9% | Reduced |
| ForthRight Wealth Management, LLC | 1,476 | $232.8K | 0.08% | +5+0.3% | Added |
| Kercheville Advisors, LLC | 1,480 | $233.5K | 0.11% | +1,480 | New |
| Hoxton Planning & Management, LLC | 1,482 | $233.8K | 0.11% | +1,482 | New |
| Stonehearth Capital Management, LLC | 1,483 | $233.9K | 0.11% | 00.0% | Unchanged |
| PFS Partners, LLC | 1,491 | $235.2K | 0.16% | +8+0.5% | Added |
| American Financial Advisors, LLC | 1,491 | $235.2K | 0.03% | +8+0.5% | Added |
| Rebalance, LLC | 1,500 | $236.6K | 0.02% | −70−4.5% | Reduced |
| Check Capital Management Inc | 1,500 | $236.6K | 0.02% | 00.0% | Unchanged |
| Sollinda Capital Management LLC | 1,501 | $236.8K | 0.07% | −3,623−70.7% | Reduced |
| Financial Planning & Information Services, Inc. | 1,501 | $236.8K | 0.04% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,508 | $237.8K | 0.13% | +892+144.8% | Added |
| Alpha Financial Partners, LLC | 1,509 | $238.0K | 0.22% | +57+3.9% | Added |
| Ullmann Financial Group, Inc. | 1,511 | $238.4K | 0.04% | +153+11.3% | Added |
| Oakwell Private Wealth Management, LLC | 1,512 | $238.5K | 0.07% | +22+1.5% | Added |
| Smith & Howard Wealth Management, LLC | 1,519 | $239.6K | 0.07% | 00.0% | Unchanged |
| Kesler, Norman & Wride, LLC | 1,519 | $239.6K | 0.05% | 00.0% | Unchanged |
| Norwood Financial Corp | 1,530 | $241.3K | 0.35% | +240+18.6% | Added |
| VitalStone Financial, LLC | 1,532 | $242.0K | 0.18% | +100+7.0% | Added |
| One Charles Private Wealth Services, LLC | 1,535 | $242.1K | 0.11% | 00.0% | Unchanged |