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 |
|---|---|---|---|---|---|
| Claris Advisors, LLC | 2,012 | $317.4K | 0.16% | 00.0% | Unchanged |
| Archvest Wealth Advisors, Inc. | 1,997 | $317.8K | 0.22% | −106−5.0% | Reduced |
| Watershed Private Wealth LLC | 2,018 | $318.2K | 0.14% | +176+9.6% | Added |
| Knightsbridge Asset Management, LLC | 2,137 | $318.7K | 0.09% | 00.0% | Unchanged |
| Capital Insight Partners, LLC | 2,025 | $319.4K | 0.06% | −37−1.8% | Reduced |
| Broadleaf Partners, LLC | 2,027 | $319.7K | 0.08% | +12+0.6% | Added |
| Steigerwald, Gordon & Koch Inc. | 2,027 | $319.7K | 0.04% | +189+10.3% | Added |
| Sonata Capital Group Inc | 2,028 | $320.0K | 0.15% | 00.0% | Unchanged |
| Insight Advisors, LLC | 2,029 | $320.1K | 0.06% | +38+1.9% | Added |
| Riverview Trust Co | 2,031 | $320.4K | 0.25% | +110+5.7% | Added |
| Falcon Wealth Planning | 2,036 | $321.1K | 0.05% | −669−24.7% | Reduced |
| Northwest Capital Management Inc | 2,039 | $321.7K | 0.10% | 00.0% | Unchanged |
| WealthTrust Asset Management, LLC | 2,042 | $322.1K | 0.25% | −982−32.5% | Reduced |
| Syntegra Private Wealth Group, LLC | 2,045 | $322.5K | 0.04% | +261+14.6% | Added |
| Mma Asset Management LLC | 1,994 | $322.6K | 0.15% | −413−17.2% | Reduced |
| IVC Wealth Advisors LLC | 2,046 | $322.7K | 0.19% | +34+1.7% | Added |
| Dynamic Wealth Strategies, LLC | 2,047 | $323.0K | 0.28% | +1,493+269.5% | Added |
| Unionview, LLC | 2,049 | $323.3K | 0.27% | +14+0.7% | Added |
| Source Financial Advisors LLC | 2,058 | $324.6K | 0.10% | +12+0.6% | Added |
| Patriot Investment Management Inc. | 2,058 | $324.6K | 0.03% | +51+2.5% | Added |
| National Philanthropic Trust | 2,060 | $324.9K | 0.01% | −1,365−39.9% | Reduced |
| Custom Index Systems, LLC | 2,063 | $325.4K | 0.19% | −190−8.4% | Reduced |
| RIA Advisory Group LLC | 2,066 | $325.8K | 0.13% | −580−21.9% | Reduced |
| Richardson Financial Services Inc. | 2,067 | $326.0K | 0.23% | +95+4.8% | Added |
| BNP Paribas | 2,071 | $326.7K | 0.02% | +2,071 | New |
| Texas Capital Bancshares Inc | 2,075 | $327.3K | 0.15% | +112+5.7% | Added |
| Willner & Heller, LLC | 2,076 | $327.4K | 0.33% | +106+5.4% | Added |
| Castleview Partners, LLC | 2,078 | $327.8K | 0.18% | +466+28.9% | Added |
| Financial Perspectives, Inc | 2,084 | $328.7K | 0.12% | −70−3.2% | Reduced |
| Community Bank of Raymore | 2,087 | $329.2K | 0.15% | 00.0% | Unchanged |
| Fi3 FINANCIAL ADVISORS, LLC | 2,059 | $329.9K | 0.15% | +435+26.8% | Added |
| Wealth Advisors of Iowa, LLC | 2,091 | $329.9K | 0.20% | +105+5.3% | Added |
| Altfest L J & Co Inc | 2,106 | $332.0K | 0.05% | +3+0.1% | Added |
| Compass Financial Group, INC | 2,110 | $332.8K | 0.08% | +30+1.4% | Added |
| Keeler & Nadler Financial Planning & Wealth Management | 2,110 | $332.9K | 0.20% | +2,110 | New |
| Wooster Corthell Wealth Management, Inc. | 2,117 | $333.9K | 0.08% | 00.0% | Unchanged |
| Rede Wealth, LLC | 2,120 | $334.3K | 0.14% | +10.0% | Added |
| Garden State Investment Advisory Services LLC | 2,109 | $334.6K | 0.12% | −160−7.1% | Reduced |
| Sandy Cove Advisors, LLC | 2,121 | $334.6K | 0.15% | −115−5.1% | Reduced |
| Partners in Financial Planning | 2,124 | $335.0K | 0.07% | 00.0% | Unchanged |
| Edmonds Duncan Registered Investment Advisors, LLC | 2,128 | $335.7K | 0.08% | −30−1.4% | Reduced |
| Advance Capital Management, Inc. | 2,134 | $336.6K | 0.02% | −556−20.7% | Reduced |
| Fortis Capital Advisors, LLC | 2,140 | $337.6K | 0.14% | +517+31.9% | Added |
| Texas Capital Bank Wealth Management Services Inc | 2,141 | $337.7K | 0.04% | −15−0.7% | Reduced |
| RTD Financial Advisors, Inc. | 2,147 | $338.7K | 0.05% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 2,148 | $338.8K | 0.04% | +65+3.1% | Added |
| Garrett Wealth Advisory Group, LLC | 2,150 | $339.2K | 0.14% | +10+0.5% | Added |
| Scientech Research LLC | 2,154 | $339.8K | 0.18% | +2,154 | New |
| Lewis Asset Management, LLC | 2,155 | $340.0K | 0.28% | +109+5.3% | Added |
| Diker Management LLC | 2,156 | $340.1K | 0.28% | 00.0% | Unchanged |
| Sym Financial Corp | 2,156 | $340.2K | 0.06% | −422−16.4% | Reduced |
| Fountainhead AM, LLC | 2,158 | $340.4K | 0.08% | −76−3.4% | Reduced |
| Weil Company, Inc. | 2,163 | $341.2K | 0.14% | +10.0% | Added |
| First Citizens Financial Corp | 2,166 | $341.7K | 0.20% | +46+2.2% | Added |
| Matisse Capital | 2,166 | $341.7K | 0.16% | −8−0.4% | Reduced |
| Etfidea, LLC | 2,167 | $341.8K | 0.12% | −47−2.1% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 2,170 | $342.0K | 0.01% | 00.0% | Unchanged |
| Old North State Trust, LLC | 2,168 | $342.0K | 0.29% | +2,168 | New |
| Aft, Forsyth & Company, Inc. | 2,169 | $342.1K | 0.19% | 00.0% | Unchanged |
| LWMG, LLC | 2,170 | $342.4K | 0.08% | −48−2.2% | Reduced |
| Instrumental Wealth, LLC | 2,162 | $343.9K | 0.15% | +154+7.7% | Added |
| Lane & Associates LLC | 2,185 | $344.7K | 0.22% | +2,185 | New |
| Blossom Wealth Management | 2,193 | $345.9K | 0.83% | +222+11.3% | Added |
| DLK Investment Management, LLC | 2,194 | $346.1K | 0.15% | +70+3.3% | Added |
| Werba Rubin Papier Wealth Management | 2,198 | $346.7K | 0.10% | +33+1.5% | Added |
| Twin City Private Wealth, LLC | 2,199 | $346.9K | 0.34% | +2,199 | New |
| Solstein Capital, LLC | 2,201 | $347.2K | 0.24% | −39−1.7% | Reduced |
| Yoder Wealth Management, Inc. | 2,205 | $347.8K | 0.23% | +36+1.7% | Added |
| Prepared Retirement Institute LLC | 2,205 | $347.9K | 0.26% | −1,731−44.0% | Reduced |
| Terra Nova Asset Management LLC | 2,205 | $347.9K | 0.28% | −4−0.2% | Reduced |
| Spinnaker Investment Group, LLC | 2,206 | $348.0K | 0.10% | +139+6.7% | Added |
| GEM Asset Management, LLC | 2,228 | $348.5K | 0.23% | 00.0% | Unchanged |
| Park Edge Advisors, LLC | 2,211 | $348.8K | 0.10% | 00.0% | Unchanged |
| Prospect Financial Services LLC | 2,212 | $349.0K | 0.29% | −204−8.4% | Reduced |
| Midwest Heritage Bank, FSB | 2,213 | $349.1K | 0.18% | −54−2.4% | Reduced |
| Kelly Financial Services LLC | 2,215 | $349.4K | 0.13% | +5+0.2% | Added |
| Northcape Wealth Management, LLC | 2,215 | $349.4K | 0.13% | +203+10.1% | Added |
| New Covenant Trust Company, N.A. | 2,218 | $349.9K | 0.35% | +2,218 | New |
| Wharton Business Group, LLC | 2,219 | $350.0K | 0.02% | 00.0% | Unchanged |
| Nadler Financial Group, Inc. | 2,230 | $351.8K | 0.04% | +34+1.5% | Added |
| Palisades Hudson Asset Management, L.P. | 2,231 | $352.0K | 0.16% | 00.0% | Unchanged |
| Grey Fox Wealth Advisors, LLC | 2,232 | $352.0K | 0.13% | −173−7.2% | Reduced |
| Riverwater Partners LLC | 2,234 | $352.4K | 0.26% | −85−3.7% | Reduced |
| Verum Partners LLC | 2,236 | $352.7K | 0.13% | +65+3.0% | Added |
| Callan Family Office, LLC | 2,236 | $352.7K | 0.08% | −1,495−40.1% | Reduced |
| Financial Advisors, LLC | 2,237 | $352.9K | 0.07% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 2,253 | $355.3K | 0.06% | +303+15.5% | Added |
| Northwest Investment Counselors, LLC | 2,261 | $356.7K | 0.09% | +171+8.2% | Added |
| Indie Asset Partners, LLC | 2,264 | $357.2K | 0.32% | +424+23.0% | Added |
| Mason & Associates Inc | 2,265 | $357.3K | 0.10% | 00.0% | Unchanged |
| O'Dell Group, LLC | 2,268 | $357.7K | 0.09% | −35−1.5% | Reduced |
| SRS Capital Advisors, Inc. | 2,271 | $358.2K | 0.04% | +192+9.2% | Added |
| Mango Investments LLC | 2,275 | $358.9K | 0.27% | 00.0% | Unchanged |
| ShoreHaven Wealth Partners, LLC | 2,277 | $359.2K | 0.20% | +24+1.1% | Added |
| Bowman & Co S.C. | 2,280 | $359.6K | 0.22% | 00.0% | Unchanged |
| Sequent Planning LLC | 2,283 | $360.1K | 0.13% | +2,283 | New |
| Delap Wealth Advisory, LLC | 2,286 | $360.5K | 0.15% | +2,286 | New |
| AAFCPAs Wealth Management, LLC | 2,302 | $363.1K | 0.20% | −226−8.9% | Reduced |
| West Bancorporation Inc | 2,303 | $363.3K | 0.24% | −2,453−51.6% | Reduced |
| Wetzel Investment Advisors, Inc. | 2,306 | $363.4K | 0.21% | +494+27.3% | Added |