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 |
|---|---|---|---|---|---|
| Advisor Resource Council | 2,426 | $363.5K | 0.15% | −9,203−79.1% | Reduced |
| Triad Wealth Partners, LLC | 2,308 | $364.1K | 0.28% | +2,308 | New |
| Royal Capital Wealth Management, LLC | 2,311 | $364.5K | 0.29% | −182−7.3% | Reduced |
| Isthmus Partners, LLC | 2,312 | $364.7K | 0.04% | 00.0% | Unchanged |
| Shayne & Co., LLC | 2,314 | $365.0K | 0.10% | 00.0% | Unchanged |
| Austin Wealth Management, LLC | 2,319 | $365.4K | 0.09% | +525+29.3% | Added |
| Financial Security Advisor, Inc. | 2,317 | $365.5K | 0.13% | +12+0.5% | Added |
| Kerntke Otto McGlone Wealth Management Group | 2,320 | $366.0K | 0.36% | −4−0.2% | Reduced |
| Occidental Asset Management, LLC | 2,328 | $367.2K | 0.07% | −464−16.6% | Reduced |
| Ssi Investment Management LLC | 2,332 | $367.8K | 0.03% | −23−1.0% | Reduced |
| GDS Wealth Management | 2,340 | $369.1K | 0.04% | +246+11.7% | Added |
| Meixler Investment Management, Ltd. | 2,342 | $369.4K | 0.28% | +79+3.5% | Added |
| Lakeside Advisors, INC. | 2,346 | $370.0K | 0.24% | +74+3.3% | Added |
| Private Wealth Advisors | 2,362 | $372.6K | 0.16% | −10−0.4% | Reduced |
| Silver Lake Advisory, LLC | 2,364 | $372.9K | 0.17% | +2,364 | New |
| Sather Financial Group Inc | 2,367 | $373.4K | 0.03% | 00.0% | Unchanged |
| Lakeshore Financial Planning, Inc. | 2,367 | $373.4K | 0.19% | +700+42.0% | Added |
| Foster Victor Wealth Advisors, LLC | 2,307 | $373.5K | 0.03% | −1,578−40.6% | Reduced |
| WESCAP Management Group, Inc. | 2,374 | $374.5K | 0.11% | 00.0% | Unchanged |
| Taylor Hoffman Wealth Management | 2,375 | $374.6K | 0.16% | 00.0% | Unchanged |
| Householder Group Estate & Retirement Specialist, LLC | 2,394 | $377.6K | 0.11% | −101−4.0% | Reduced |
| Cambridge Financial Group, LLC | 2,396 | $377.9K | 0.18% | −95−3.8% | Reduced |
| Alliance Wealth Advisors, LLC | 2,402 | $379.0K | 0.24% | +24+1.0% | Added |
| Loomis Sayles & Co L P | 2,403 | $379.0K | 0.00% | +126+5.5% | Added |
| Triton Wealth Management, PLLC | 2,333 | $379.3K | 0.26% | +856+58.0% | Added |
| Western Financial Corp | 2,411 | $380.4K | 0.23% | −58−2.3% | Reduced |
| Callan Capital, LLC | 2,412 | $380.4K | 0.03% | +2,412 | New |
| Acima Private Wealth, LLC | 2,421 | $381.9K | 0.14% | −89−3.5% | Reduced |
| Essex LLC | 2,423 | $382.2K | 0.09% | −190−7.3% | Reduced |
| West Coast Financial LLC | 2,429 | $383.1K | 0.05% | −241−9.0% | Reduced |
| Alliance Wealth Management Group | 2,430 | $383.3K | 0.11% | −126−4.9% | Reduced |
| Interchange Capital Partners, LLC | 2,418 | $384.0K | 0.26% | +314+14.9% | Added |
| Norris Perne & French LLP | 2,437 | $384.4K | 0.03% | +308+14.5% | Added |
| Crane Advisory, LLC | 2,395 | $384.9K | 0.08% | +57+2.4% | Added |
| US Asset Management LLC | 2,439 | $385.0K | 0.35% | +433+21.6% | Added |
| Paces Ferry Wealth Advisors, LLC | 2,446 | $385.8K | 0.25% | +52+2.2% | Added |
| Boothbay Fund Management, LLC | 2,459 | $387.9K | 0.01% | +2,459 | New |
| Arkfeld Wealth Strategies, L.L.C. | 2,385 | $387.9K | 0.21% | +144+6.4% | Added |
| Meridian Financial, LLC | 2,460 | $388.0K | 0.29% | +10.0% | Added |
| Lesa Sroufe & Co | 2,458 | $388.0K | 0.36% | 00.0% | Unchanged |
| RS Crum Inc. | 2,471 | $389.8K | 0.11% | +10.0% | Added |
| Schubert & Co | 2,474 | $390.2K | 0.33% | −12−0.5% | Reduced |
| Constitution Capital LLC | 2,476 | $390.6K | 0.22% | +600+32.0% | Added |
| Investment Partners Asset Management, Inc. | 2,479 | $391.1K | 0.35% | −132−5.1% | Reduced |
| Parisi Gray Wealth Management | 2,479 | $391.1K | 0.15% | +495+24.9% | Added |
| Richwood Investment Advisors, LLC | 2,480 | $391.2K | 0.35% | 00.0% | Unchanged |
| Triune Financial Partners, LLC | 2,481 | $391.3K | 0.14% | −26−1.0% | Reduced |
| Walkner Condon Financial Advisors LLC | 2,482 | $391.5K | 0.08% | +52+2.1% | Added |
| Worth Financial Advisory Group, LLC | 2,482 | $391.5K | 0.27% | −15−0.6% | Reduced |
| LWM Advisory Services, LLC | 2,497 | $393.9K | 0.32% | −93−3.6% | Reduced |
| Charles Schwab Investment Advisory, Inc. | 2,499 | $394.1K | 0.00% | +564+29.1% | Added |
| Legacy Financial Group, Inc. | 2,506 | $395.2K | 0.16% | −46−1.8% | Reduced |
| Financial Advisory Corp | 2,509 | $396.0K | 0.16% | +1,030+69.6% | Added |
| Madison Wealth Partners, Inc | 2,512 | $396.3K | 0.14% | 00.0% | Unchanged |
| Old North State Wealth Management, LLC | 2,520 | $398.1K | 0.26% | +347+16.0% | Added |
| Carmel Capital Partners, LLC | 2,526 | $398.5K | 0.16% | +59+2.4% | Added |
| Eukles Asset Management | 2,526 | $398.5K | 0.17% | +227+9.9% | Added |
| Occudo Quantitative Strategies LP | 2,533 | $399.6K | 0.07% | +2,533 | New |
| Rocky Mountain Advisers, LLC | 2,549 | $402.1K | 0.13% | +22+0.9% | Added |
| Berry Wealth Group, LP | 2,554 | $402.9K | 0.33% | +221+9.5% | Added |
| Drexel Morgan & Co. | 2,555 | $403.0K | 0.08% | +55+2.2% | Added |
| Concorde Asset Management, LLC | 2,553 | $403.6K | 0.28% | −185−6.8% | Reduced |
| 49 Wealth Management, LLC | 2,537 | $403.6K | 0.09% | +1,055+71.2% | Added |
| Brogan Financial, Inc. | 2,559 | $403.7K | 0.27% | +27+1.1% | Added |
| Cedar Wealth Management, LLC | 2,563 | $404.3K | 0.13% | +472+22.6% | Added |
| Denver Wealth Management, Inc. | 2,564 | $404.4K | 0.21% | −189−6.9% | Reduced |
| New England Capital Financial Advisors LLC | 2,569 | $405.2K | 0.23% | +4+0.2% | Added |
| OMNI 360 Wealth, Inc. | 2,571 | $405.6K | 0.34% | +28+1.1% | Added |
| Kohmann Bosshard Financial Services, LLC | 2,578 | $406.7K | 0.06% | +392+17.9% | Added |
| Family Firm, Inc. | 2,579 | $406.7K | 0.10% | +22+0.9% | Added |
| waypoint wealth counsel | 2,584 | $407.6K | 0.31% | −124−4.6% | Reduced |
| NWK Group, Inc. | 2,585 | $407.8K | 0.19% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 2,585 | $407.8K | 0.01% | +624+31.8% | Added |
| Vista Capital Partners, Inc. | 2,588 | $408.3K | 0.05% | −264−9.3% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 2,591 | $408.7K | 0.15% | +410+18.8% | Added |
| Kathmere Capital Management, LLC | 2,592 | $408.8K | 0.05% | −50−1.9% | Reduced |
| Roman Butler Fullerton & Co | 2,527 | $409.2K | 0.15% | −248−8.9% | Reduced |
| MMBG Investment Advisors Co. | 2,600 | $410.1K | 0.04% | 00.0% | Unchanged |
| Leonard Rickey Investment Advisors P.L.L.C. | 2,604 | $410.7K | 0.11% | +82+3.3% | Added |
| Guardian Asset Advisors, LLC | 2,613 | $412.3K | 0.34% | +982+60.2% | Added |
| Silvant Capital Management LLC | 2,615 | $412.5K | 0.02% | 00.0% | Unchanged |
| Apollon Financial, LLC | 2,616 | $412.6K | 0.14% | −23−0.9% | Reduced |
| Malaga Cove Capital, LLC | 2,629 | $414.7K | 0.17% | 00.0% | Unchanged |
| Towercrest Capital Management | 2,635 | $415.6K | 0.07% | −126−4.6% | Reduced |
| Objective Capital Management, LLC | 2,643 | $416.9K | 0.28% | +187+7.6% | Added |
| Novak & Powell Financial Services, Inc. | 2,647 | $417.5K | 0.31% | +52+2.0% | Added |
| Princeton Capital Management LLC | 2,649 | $417.8K | 0.15% | +10.0% | Added |
| Phraction Management LLC | 2,650 | $418.0K | 0.16% | +2,650 | New |
| Granite Harbor Advisors, Inc. | 2,651 | $418.2K | 0.29% | +142+5.7% | Added |
| MN Wealth Advisors, LLC | 2,651 | $418.2K | 0.26% | +66+2.6% | Added |
| City Center Advisors, LLC | 2,660 | $419.6K | 0.49% | +2,660 | New |
| Summit Financial Strategies, Inc. | 2,660 | $419.7K | 0.06% | +2,660 | New |
| Southern Capital Advisors, LLC | 2,663 | $420.1K | 0.26% | +368+16.0% | Added |
| GFG Capital, LLC | 2,667 | $420.7K | 0.11% | +65+2.5% | Added |
| Goldstone Financial Group, LLC | 2,667 | $420.7K | 0.10% | +118+4.6% | Added |
| Princeton Global Asset Management LLC | 2,673 | $421.6K | 0.10% | 00.0% | Unchanged |
| Seven Mile Advisory | 2,683 | $423.2K | 0.32% | −83−3.0% | Reduced |
| Avenir Corp | 2,695 | $425.1K | 0.04% | 00.0% | Unchanged |
| Prairie Sky Financial Group LLC | 2,696 | $425.2K | 0.26% | +10.0% | Added |
| Pettinga Financial Advisors, LLC | 2,699 | $425.7K | 0.11% | +2+0.1% | Added |