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 | 4,312 | $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 |
|---|---|---|---|---|---|
| Cascade Wealth Advisors, Inc | 1,524 | $242.3K | 0.21% | +1,524 | New |
| Cornerstone Advisors Asset Management, LLC | 1,540 | $242.9K | 0.09% | 00.0% | Unchanged |
| Opes Wealth Management LLC | 1,544 | $243.6K | 0.06% | −1−0.1% | Reduced |
| Rakuten Securities, Inc. | 1,545 | $243.7K | 0.11% | +259+20.1% | Added |
| Continental Investors Services, Inc. | 1,533 | $243.8K | 0.58% | +53+3.6% | Added |
| Tandem Investment Advisors, Inc. | 1,545 | $244.0K | 0.01% | +1,545 | New |
| Slocum, Gordon & Co LLP | 1,547 | $244.0K | 0.18% | 00.0% | Unchanged |
| Burns Matteson Capital Management, LLC | 1,549 | $244.3K | 0.16% | −69−4.3% | Reduced |
| Sage Capital Management, LLC | 1,550 | $244.5K | 0.13% | −249−13.8% | Reduced |
| Armstrong Henry H Associates Inc | 1,550 | $244.5K | 0.02% | +183+13.4% | Added |
| BCGM Wealth Management, LLC | 1,553 | $244.9K | 0.09% | +9+0.6% | Added |
| Leverty Financial Group, LLC | 1,555 | $245.2K | 0.15% | −28−1.8% | Reduced |
| Sharkey, Howes & Javer | 1,555 | $245.3K | 0.04% | +25+1.6% | Added |
| Grant/GrossMendelsohn, LLC | 1,520 | $246.2K | 0.11% | +1,520 | New |
| Paradiem, LLC | 1,562 | $246.4K | 0.06% | 00.0% | Unchanged |
| AIMZ Investment Advisors, LLC | 1,566 | $247.1K | 0.09% | 00.0% | Unchanged |
| Keystone Wealth Services, LLC | 1,572 | $247.9K | 0.08% | +2+0.1% | Added |
| Trust Co of Kansas | 1,572 | $248.0K | 0.14% | 00.0% | Unchanged |
| AJOVista, LLC | 1,573 | $248.1K | 0.67% | 00.0% | Unchanged |
| Bluesphere Advisors, LLC | 1,574 | $248.3K | 0.14% | 00.0% | Unchanged |
| Longview Financial Advisors, Inc. | 1,579 | $249.1K | 0.19% | −115−6.8% | Reduced |
| Invst, LLC | 1,567 | $249.3K | 0.03% | −12−0.8% | Reduced |
| Montis Financial, LLC | 1,581 | $249.3K | 0.12% | −116−6.8% | Reduced |
| SNS Financial Group, LLC | 1,586 | $250.2K | 0.03% | +31+2.0% | Added |
| Unique Wealth, LLC | 1,589 | $250.7K | 0.07% | −80−4.8% | Reduced |
| Bullseye Investment Management, LLC | 1,591 | $251.0K | 0.15% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,590 | $251.0K | 0.03% | −244−13.3% | Reduced |
| Columbus Macro, LLC | 1,595 | $251.5K | 0.10% | −57−3.5% | Reduced |
| Axiom Financial Strategies, LLC | 1,601 | $252.6K | 0.16% | −1−0.1% | Reduced |
| Westshore Wealth, LLC | 1,603 | $252.8K | 0.11% | +1+0.1% | Added |
| Sterling Financial Planning, Inc. | 1,604 | $253.0K | 0.10% | −8−0.5% | Reduced |
| G2 Capital Management, LLC | 1,606 | $253.3K | 0.08% | 00.0% | Unchanged |
| Naples Money Management LLC | 1,606 | $253.4K | 0.25% | −103−6.0% | Reduced |
| Payden & Rygel | 1,610 | $254.0K | 0.02% | −142,900−98.9% | Reduced |
| Payden & Rygel Investment Group | 1,610 | $254.0K | 0.02% | +1,610 | New |
| Sierra Summit Advisors LLC | 1,616 | $254.9K | 0.07% | −787−32.8% | Reduced |
| Vawter Financial, Ltd. | 1,617 | $255.0K | 0.19% | 00.0% | Unchanged |
| Wealthstream Advisors, Inc. | 1,617 | $255.1K | 0.10% | −1,105−40.6% | Reduced |
| Capital Wealth Alliance, LLC | 1,624 | $256.2K | 0.15% | +2+0.1% | Added |
| Raub Brock Capital Management LP | 1,628 | $256.8K | 0.05% | +27+1.7% | Added |
| Demars Financial Group, LLC | 1,631 | $257.3K | 0.13% | 00.0% | Unchanged |
| NDVR, Inc. | 1,633 | $257.5K | 0.25% | −158−8.8% | Reduced |
| H&H Retirement Design & Management INC | 1,592 | $257.7K | 0.17% | +21+1.3% | Added |
| PCG Wealth Advisors, LLC | 1,635 | $257.9K | 0.12% | +163+11.1% | Added |
| Next Capital Management LLC | 1,637 | $258.2K | 0.10% | +1,637 | New |
| First National Bank | 1,638 | $258.4K | 0.20% | +236+16.8% | Added |
| Semus Wealth Partners LLC | 1,644 | $259.3K | 0.22% | −6−0.4% | Reduced |
| Keebeck Wealth Management, LLC | 1,646 | $259.6K | 0.04% | +1,646 | New |
| Private Client Services, LLC | 1,648 | $259.9K | 0.17% | −98−5.6% | Reduced |
| First Wilshire Securities Management Inc | 1,650 | $260.0K | 0.08% | 00.0% | Unchanged |
| Landaas & Co | 1,648 | $260.0K | 0.08% | +10+0.6% | Added |
| Northwest Financial Advisors | 1,649 | $260.1K | 0.29% | −43−2.5% | Reduced |
| Biltmore Family Office, LLC | 1,652 | $260.5K | 0.05% | +8+0.5% | Added |
| Phoenix Wealth Advisors | 1,653 | $260.7K | 0.16% | 00.0% | Unchanged |
| Summit X, LLC | 1,654 | $261.1K | 0.07% | +305+22.6% | Added |
| Encompass More Asset Management | 1,659 | $261.7K | 0.22% | +1,659 | New |
| Miller Wealth Advisors, LLC | 1,663 | $262.3K | 0.16% | +10+0.6% | Added |
| Anderson Hoagland & Co | 1,613 | $262.4K | 0.03% | +1,613 | New |
| Ballast, Inc. | 1,665 | $262.6K | 0.08% | 00.0% | Unchanged |
| REDW Wealth LLC | 1,668 | $263.1K | 0.07% | +106+6.8% | Added |
| EWG Elevate Inc. | 1,670 | $263.5K | 0.10% | +110+7.1% | Added |
| Braun-Bostich & Associates Inc. | 1,685 | $265.8K | 0.22% | −123−6.8% | Reduced |
| Obsidian Personal Planning Solutions LLC | 1,649 | $265.9K | 0.17% | +1,649 | New |
| Consolidated Portfolio Review Corp | 1,692 | $267.0K | 0.07% | −8,851−84.0% | Reduced |
| Acorn Financial Advisory Services Inc | 1,693 | $267.0K | 0.05% | −359−17.5% | Reduced |
| Family Investment Center, Inc. | 1,693 | $267.0K | 0.09% | −39−2.3% | Reduced |
| M3 Advisory Group, LLC | 1,693 | $267.1K | 0.24% | +1,693 | New |
| Aufman Associates Inc | 1,693 | $267.1K | 0.19% | +36+2.2% | Added |
| Hibernia Wealth Partners, LLC | 1,695 | $267.3K | 0.18% | +1,695 | New |
| Stone Point Wealth LLC | 1,695 | $267.4K | 0.09% | +146+9.4% | Added |
| Bishop & Co Investment Management, LLC | 1,697 | $267.7K | 0.11% | 00.0% | Unchanged |
| Seneca Financial Advisors LLC | 1,698 | $267.8K | 0.14% | 00.0% | Unchanged |
| Liberty Capital Management, Inc. | 1,703 | $268.6K | 0.07% | +43+2.6% | Added |
| Sugarloaf Wealth Management, LLC | 1,703 | $268.7K | 0.06% | +4+0.2% | Added |
| Traveka Wealth, LLC | 1,705 | $268.9K | 0.12% | −1,427−45.6% | Reduced |
| Martel Wealth Advisors Inc | 1,705 | $268.9K | 0.06% | −23−1.3% | Reduced |
| BlueChip Wealth Advisors LLC | 1,710 | $269.5K | 0.17% | +1,710 | New |
| MV Capital Management, Inc. | 1,710 | $269.7K | 0.03% | −60−3.4% | Reduced |
| Founders Capital Management, LLC | 1,712 | $270.1K | 0.05% | +32+1.9% | Added |
| Kennedy Investment Group | 1,713 | $270.1K | 0.14% | −1,439−45.7% | Reduced |
| Bank of Nova Scotia Trust Co | 1,716 | $270.7K | 0.03% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 1,716 | $270.7K | 0.05% | +1,716 | New |
| Sykon Capital LLC | 1,718 | $271.0K | 0.10% | 00.0% | Unchanged |
| Ridgepath Capital Management LLC | 1,719 | $271.1K | 0.31% | +1,719 | New |
| Mirabella Financial Services LLP | 1,718 | $271.6K | 0.02% | −2,912−62.9% | Reduced |
| CoreCommodity Management, LLC | 1,724 | $271.9K | 0.10% | −10,974−86.4% | Reduced |
| RF&L Wealth Management, LLC | 1,725 | $272.1K | 0.21% | +25+1.5% | Added |
| Penbrook Management LLC | 1,730 | $272.9K | 0.17% | +65+3.9% | Added |
| Tranquilli Financial Advisor LLC | 1,736 | $273.8K | 0.18% | +185+11.9% | Added |
| Gunn & Co Investment Management, Inc. | 1,740 | $274.0K | 0.21% | −13,859−88.8% | Reduced |
| Allegiance Financial Group Advisory Services LLC | 1,739 | $274.4K | 0.11% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 1,742 | $274.8K | 1.49% | +116+7.1% | Added |
| Arbor Investment Advisors, LLC | 1,744 | $275.1K | 0.04% | 00.0% | Unchanged |
| Capstone Capital Wealth Advisors | 1,747 | $275.6K | 0.24% | −12−0.7% | Reduced |
| Walker Financial Services, Inc. | 1,750 | $276.0K | 0.23% | +9+0.5% | Added |
| Tidemark, LLC | 1,754 | $276.6K | 0.15% | −157−8.2% | Reduced |
| Marotta Asset Management | 1,755 | $276.8K | 0.06% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 1,757 | $277.1K | 0.05% | +25+1.4% | Added |
| Verus Financial Partners, Inc. | 1,758 | $277.3K | 0.03% | −149−7.8% | Reduced |
| Tobam | 1,762 | $278.0K | 0.02% | +1,567+803.6% | Added |