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 |
|---|---|---|---|---|---|
| Planning Alternatives Ltd | 1,763 | $278.0K | 0.05% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1,774 | $279.8K | 0.24% | −5−0.3% | Reduced |
| Canvas Wealth Advisors, LLC | 1,791 | $280.1K | 0.09% | +1,791 | New |
| Insight Wealth Partners, LLC | 1,776 | $280.1K | 0.18% | 00.0% | Unchanged |
| Socha Financial Group, LLC | 1,777 | $280.3K | 0.12% | −187−9.5% | Reduced |
| Websterrogers Financial Advisors, LLC | 1,781 | $281.0K | 0.10% | +113+6.8% | Added |
| Northwest Wealth Management, LLC | 1,782 | $281.0K | 0.08% | −266−13.0% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 1,782 | $281.1K | 0.00% | −3,834−68.3% | Reduced |
| Kendall Capital Management | 1,788 | $282.0K | 0.10% | 00.0% | Unchanged |
| Investors Research Corp | 1,789 | $282.2K | 0.07% | 00.0% | Unchanged |
| Investment Advisory Group, LLC | 1,790 | $282.3K | 0.12% | +26+1.5% | Added |
| KWB Wealth | 1,791 | $282.5K | 0.04% | −290−13.9% | Reduced |
| Transatlantique Private Wealth LLC | 1,793 | $282.8K | 0.12% | −223−11.1% | Reduced |
| Legacy Edge Advisors, LLC | 1,794 | $283.0K | 0.06% | −420−19.0% | Reduced |
| Bigelow Investment Advisors, LLC | 1,794 | $283.0K | 0.14% | +3+0.2% | Added |
| Eisler Capital (US) LLC | 1,800 | $283.9K | 0.10% | −14,371−88.9% | Reduced |
| Kahn Brothers Group Inc | 1,800 | $284.0K | 0.04% | −648−26.5% | Reduced |
| Eagle Bay Advisors LLC | 1,802 | $284.2K | 0.18% | −221−10.9% | Reduced |
| Smart Portfolios, LLC | 1,805 | $284.7K | 0.30% | +70+4.0% | Added |
| True Link Financial Advisors, LLC | 1,808 | $285.2K | 0.03% | −171−8.6% | Reduced |
| KFG Wealth Management, LLC | 1,810 | $285.5K | 0.12% | −30−1.6% | Reduced |
| IAG Wealth Partners, LLC | 1,817 | $286.6K | 0.06% | 00.0% | Unchanged |
| Yarger Wealth Strategies, LLC | 1,818 | $286.7K | 0.20% | +36+2.0% | Added |
| Fort, L.P. | 1,819 | $286.9K | 0.72% | −149−7.6% | Reduced |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 1,821 | $287.2K | 0.12% | 00.0% | Unchanged |
| First Fiduciary Investment Counsel, Inc. | 1,823 | $288.0K | 0.06% | 00.0% | Unchanged |
| WCM Investment Management, LLC | 1,829 | $288.5K | 0.00% | +109+6.3% | Added |
| Ariston Services Group | 1,830 | $288.7K | 0.28% | −28−1.5% | Reduced |
| Centurion Wealth Management LLC | 1,830 | $288.7K | 0.11% | +214+13.2% | Added |
| Lester Murray Antman dba SimplyRich | 1,832 | $289.0K | 0.09% | +1,832 | New |
| Cary Street Partners Asset Management LLC | 1,833 | $289.1K | 0.04% | +87+5.0% | Added |
| BCM Advisors, LLC | 1,775 | $290.3K | 0.07% | +232+15.0% | Added |
| Cornerstone Planning Group LLC | 1,813 | $290.5K | 0.09% | +1,129+165.1% | Added |
| KKM Financial LLC | 1,843 | $290.7K | 0.14% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 1,845 | $291.0K | 0.05% | −15−0.8% | Reduced |
| Regis Acquisition Inc. | 1,844 | $291.0K | 0.18% | 00.0% | Unchanged |
| Juncture Wealth Strategies, LLC | 1,848 | $291.4K | 0.13% | −62−3.2% | Reduced |
| Hilton Capital Management, LLC | 1,848 | $291.5K | 0.03% | +470+34.1% | Added |
| MRP Capital Investments, LLC | 1,848 | $291.5K | 0.29% | +1,848 | New |
| Saturna Capital CORP | 1,852 | $292.1K | 0.00% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 1,860 | $293.3K | 0.15% | +6+0.3% | Added |
| Ade, LLC | 1,860 | $293.4K | 0.20% | 00.0% | Unchanged |
| Jacobsen Capital Management | 1,862 | $293.7K | 0.14% | +500+36.7% | Added |
| Tilia Fiduciary Partners, Inc. | 1,866 | $294.3K | 0.24% | −33−1.7% | Reduced |
| Signet Financial Management, LLC | 1,868 | $294.7K | 0.04% | +2+0.1% | Added |
| Lockerman Financial Group, Inc. | 1,872 | $295.3K | 0.56% | −10−0.5% | Reduced |
| Security National Bank of Sioux City Iowa | 1,873 | $295.4K | 0.21% | −340−15.4% | Reduced |
| Summit Wealth Partners, LLC | 1,874 | $295.5K | 0.06% | +1+0.1% | Added |
| Tyler-Stone Wealth Management | 1,874 | $295.6K | 0.13% | −60−3.1% | Reduced |
| Mainsail Asset Management, LLC | 1,876 | $295.9K | 0.24% | 00.0% | Unchanged |
| Affinity Investment Advisors, LLC | 1,878 | $296.2K | 0.22% | 00.0% | Unchanged |
| Terril Brothers, Inc. | 1,879 | $296.4K | 0.10% | 00.0% | Unchanged |
| Von Berge Wealth Management Group, LLC | 1,879 | $296.4K | 0.19% | 00.0% | Unchanged |
| Fiduciary Planning LLC | 1,879 | $296.4K | 0.11% | 00.0% | Unchanged |
| Bank Pictet & Cie (Asia) Ltd | 1,880 | $296.6K | 0.16% | −340−15.3% | Reduced |
| Christensen, King & Associates Investment Services, Inc. | 1,880 | $296.6K | 0.15% | −11−0.6% | Reduced |
| Franklin, Parlapiano, Turner & Welch, LLC | 1,880 | $296.6K | 0.08% | 00.0% | Unchanged |
| Three Seasons Wealth, LLC | 1,860 | $297.2K | 0.21% | 00.0% | Unchanged |
| Zimmermann Investment Management & Planning LLC | 1,884 | $297.2K | 0.11% | −713−27.5% | Reduced |
| Armbruster Capital Management, Inc. | 1,888 | $297.8K | 0.06% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 1,890 | $298.1K | 0.30% | −9−0.5% | Reduced |
| Osterweis Capital Management Inc | 1,890 | $298.1K | 0.02% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 1,891 | $298.3K | 0.03% | +65+3.6% | Added |
| Pathway Financial Advisors LLC | 1,891 | $298.3K | 0.08% | +166+9.6% | Added |
| McLean Asset Management Corp | 1,842 | $298.4K | 0.10% | +12+0.7% | Added |
| Beacon Bridge Wealth Partners, LLC | 1,892 | $298.5K | 0.14% | −612−24.4% | Reduced |
| Kooman & Associates | 1,897 | $299.2K | 0.12% | +330+21.1% | Added |
| Innova Wealth Partners | 1,900 | $299.7K | 0.23% | 00.0% | Unchanged |
| Beddow Capital Management Inc | 1,900 | $300.0K | 0.13% | +90+5.0% | Added |
| Theory Financial LLC | 1,903 | $300.2K | 0.15% | 00.0% | Unchanged |
| Security National Bank of So Dak | 1,906 | $300.7K | 0.18% | −98−4.9% | Reduced |
| CGC Financial Services, LLC | 1,913 | $301.8K | 0.16% | −168−8.1% | Reduced |
| Dash Acquisitions Inc. | 1,936 | $302.8K | 0.10% | +6+0.3% | Added |
| Sequent Asset Management, LLC | 1,915 | $303.0K | 0.16% | +326+20.5% | Added |
| Thrive Capital Management, LLC | 1,927 | $304.0K | 0.16% | −720−27.2% | Reduced |
| James J. Burns & Company, LLC | 1,902 | $304.0K | 0.11% | −12−0.6% | Reduced |
| Burt Wealth Advisors | 1,928 | $304.1K | 0.08% | −38−1.9% | Reduced |
| AllSquare Wealth Management LLC | 1,928 | $304.1K | 0.18% | +30+1.6% | Added |
| Client 1st Advisory Group, LLC | 1,931 | $304.6K | 0.14% | −125−6.1% | Reduced |
| Manchester Financial Inc | 1,932 | $304.8K | 0.08% | +307+18.9% | Added |
| Morris Retirement Advisors, LLC | 1,932 | $304.8K | 0.18% | +21+1.1% | Added |
| WealthBridge Capital Management, LLC | 1,943 | $306.6K | 0.10% | +149+8.3% | Added |
| Henshaw Capital LLC | 1,945 | $306.8K | 0.01% | +1,945 | New |
| Sara-Bay Financial | 1,931 | $307.2K | 0.14% | 00.0% | Unchanged |
| First International Bank & Trust | 1,949 | $307.4K | 0.11% | +336+20.8% | Added |
| Spectrum Wealth Counsel, LLC | 1,952 | $307.9K | 0.04% | +286+17.2% | Added |
| Adamsbrown Wealth Consultants LLC | 1,952 | $307.9K | 0.12% | −187−8.7% | Reduced |
| S&T Bank | 1,956 | $309.0K | 0.06% | −325−14.2% | Reduced |
| Heritage Wealth Management, Inc./Texas | 1,959 | $309.1K | 0.20% | +2+0.1% | Added |
| Vivaldi Capital Management, LLC | 1,868 | $309.8K | 0.09% | −487−20.7% | Reduced |
| XTX Topco Ltd | 1,972 | $311.1K | 0.04% | −4,882−71.2% | Reduced |
| Basepoint Wealth LLC | 1,975 | $311.5K | 0.23% | +237+13.6% | Added |
| JSF Financial, LLC | 1,980 | $312.3K | 0.10% | +1+0.1% | Added |
| Gratus Wealth Advisors, LLC | 1,985 | $312.8K | 0.06% | −34−1.7% | Reduced |
| German American Bancorp, Inc. | 1,985 | $313.1K | 0.04% | −11−0.6% | Reduced |
| Sunburst Financial Group, LLC | 1,970 | $313.4K | 0.09% | −712−26.5% | Reduced |
| Keystone Financial Services | 1,994 | $314.5K | 0.14% | −13−0.6% | Reduced |
| Cahill Financial Advisors Inc | 1,996 | $314.9K | 0.04% | +357+21.8% | Added |
| Slow Capital, Inc. | 2,000 | $315.5K | 0.05% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 2,011 | $317.3K | 0.17% | +11+0.5% | Added |