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 |
|---|---|---|---|---|---|
| Blue Edge Capital, LLC | 2,700 | $425.9K | 0.07% | 00.0% | Unchanged |
| Coordinated Financial Services, Inc. | 2,701 | $426.1K | 0.37% | +2,701 | New |
| Syntax Research, Inc. | 2,702 | $426.2K | 0.33% | +2,667+7,620.0% | Added |
| Smart Money Group LLC | 2,645 | $426.6K | 0.17% | −1,832−40.9% | Reduced |
| International Private Wealth Advisors LLC | 2,705 | $426.6K | 0.82% | +1,041+62.6% | Added |
| Ferguson Shapiro LLC | 2,706 | $426.8K | 0.20% | +5+0.2% | Added |
| Breakwater Capital Group | 2,708 | $427.2K | 0.11% | +90+3.4% | Added |
| Private Ocean, LLC | 2,715 | $428.3K | 0.05% | −161−5.6% | Reduced |
| River Street Advisors LLC | 2,719 | $428.9K | 0.29% | +212+8.5% | Added |
| Alta Wealth Advisors LLC | 2,720 | $429.1K | 0.22% | −155−5.4% | Reduced |
| Aua Capital Management, LLC | 2,726 | $430.0K | 0.25% | +60+2.3% | Added |
| Northstar Advisory Group, LLC | 2,611 | $432.0K | 0.26% | +216+9.0% | Added |
| Stillwater Capital Advisors, LLC | 2,748 | $433.5K | 0.06% | +25+0.9% | Added |
| Aprio Wealth Management, LLC | 2,751 | $434.0K | 0.09% | +1,340+95.0% | Added |
| Atwater Malick LLC | 2,755 | $434.6K | 0.15% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 2,758 | $435.1K | 0.20% | +304+12.4% | Added |
| CJM Wealth Advisers, Ltd. | 2,760 | $435.4K | 0.16% | −678−19.7% | Reduced |
| Tucker Asset Management LLC | 2,763 | $435.9K | 0.10% | +432+18.5% | Added |
| Long Run Wealth Advisors, LLC | 2,764 | $436.0K | 0.11% | +153+5.9% | Added |
| Petrus Trust Company, LTA | 2,769 | $436.8K | 0.04% | +383+16.1% | Added |
| Patrick M Sweeney & Associates, Inc | 2,770 | $437.0K | 0.36% | +152+5.8% | Added |
| David R. Rahn & Associates Inc. | 2,782 | $438.8K | 0.18% | +69+2.5% | Added |
| Geller Advisors LLC | 2,786 | $439.5K | 0.04% | −257−8.4% | Reduced |
| Acorn Creek Capital LLC | 2,793 | $440.5K | 0.28% | −431−13.4% | Reduced |
| Savvy Advisors, Inc. | 2,803 | $442.2K | 0.25% | +986+54.3% | Added |
| Warther Private Wealth, LLC | 2,806 | $442.6K | 0.20% | −1,293−31.5% | Reduced |
| First Personal Financial Services | 2,824 | $445.5K | 0.10% | +10+0.4% | Added |
| KPP Advisory Services LLC | 2,827 | $445.9K | 0.12% | −59−2.0% | Reduced |
| Jag Capital Management, LLC | 2,839 | $447.9K | 0.06% | +73+2.6% | Added |
| Private Capital Management LLC | 2,840 | $448.0K | 0.10% | −396−12.2% | Reduced |
| TNF LLC | 2,743 | $448.8K | 0.18% | 00.0% | Unchanged |
| Crown Wealth Group, LLC | 2,845 | $448.8K | 0.23% | +976+52.2% | Added |
| Heirloom Wealth Management | 2,848 | $449.2K | 0.15% | −547−16.1% | Reduced |
| Global X Japan Co., Ltd. | 2,853 | $450.0K | 0.10% | +712+33.3% | Added |
| Joule Financial, LLC | 2,854 | $450.2K | 0.19% | −63−2.2% | Reduced |
| QVR LLC | 2,857 | $450.7K | 0.08% | +2,857 | New |
| Planned Solutions, Inc. | 2,862 | $451.5K | 0.22% | −24−0.8% | Reduced |
| Bell Investment Advisors, Inc | 2,863 | $451.7K | 0.09% | +188+7.0% | Added |
| UMA Financial Services, Inc. | 2,891 | $451.9K | 0.10% | +26+0.9% | Added |
| Frisch Financial Group, Inc. | 2,862 | $452.0K | 0.15% | +505+21.4% | Added |
| Wescott Financial Advisory Group, LLC | 2,866 | $452.1K | 0.06% | −593−17.1% | Reduced |
| Warwick Investment Management, Inc. | 2,869 | $452.5K | 0.11% | +531+22.7% | Added |
| Alliance Wealth Advisors, LLC | 2,872 | $453.0K | 0.14% | +392+15.8% | Added |
| Montz Harcus Wealth Management LLC | 2,880 | $454.3K | 0.31% | +453+18.7% | Added |
| TFB Advisors LLC | 2,847 | $454.5K | 0.16% | +2,847 | New |
| Bridgefront Capital, LLC | 2,882 | $454.6K | 0.35% | +2,882 | New |
| Fogel Capital Management, Inc. | 2,839 | $454.9K | 0.27% | +2,839 | New |
| Kuhn & Co Investment Counsel | 2,885 | $455.1K | 0.43% | −24−0.8% | Reduced |
| Harvest Investment Services, LLC | 2,886 | $455.3K | 0.18% | +23+0.8% | Added |
| Washburn Capital Management, Inc. | 2,895 | $456.7K | 0.34% | +43+1.5% | Added |
| Opal Wealth Advisors, LLC | 2,898 | $457.2K | 0.16% | −1,667−36.5% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 2,899 | $457.3K | 0.34% | −234−7.5% | Reduced |
| Watts Gwilliam & Co., LLC | 2,798 | $457.8K | 0.14% | +2,798 | New |
| Strategic Financial Services, Inc, | 2,908 | $458.7K | 0.03% | −590−16.9% | Reduced |
| TSFG, LLC | 2,914 | $460.0K | 0.12% | −545−15.8% | Reduced |
| Legacy Trust | 2,926 | $461.5K | 0.12% | −518−15.0% | Reduced |
| Wedge Capital Management L L P | 2,926 | $461.5K | 0.01% | −162−5.2% | Reduced |
| White Wing Wealth Management | 2,902 | $461.7K | 0.38% | −20−0.7% | Reduced |
| Wealth Architects, LLC | 2,933 | $462.7K | 0.06% | −49−1.6% | Reduced |
| Lee Financial Co | 2,960 | $466.9K | 0.08% | +464+18.6% | Added |
| Cabot Wealth Management Inc | 2,968 | $468.2K | 0.06% | 00.0% | Unchanged |
| Ledgewood Wealth Advisors, LLC | 2,968 | $468.2K | 0.43% | 00.0% | Unchanged |
| Chatham Capital Group, Inc. | 2,974 | $469.1K | 0.09% | −344−10.4% | Reduced |
| Compton Financial Group, LLC | 2,977 | $469.6K | 0.16% | 00.0% | Unchanged |
| Greenwich Wealth Management LLC | 2,980 | $470.0K | 0.04% | −258−8.0% | Reduced |
| Total Investment Management Inc | 2,980 | $470.0K | 0.06% | +28+0.9% | Added |
| Straight Path Wealth Management | 2,983 | $470.5K | 0.26% | +192+6.9% | Added |
| Financial Network Wealth Advisors LLC | 2,985 | $470.9K | 0.47% | +99+3.4% | Added |
| Ridgewood Investments LLC | 2,986 | $471.0K | 0.25% | −10−0.3% | Reduced |
| Ashford Capital Management Inc | 2,996 | $472.6K | 0.06% | 00.0% | Unchanged |
| Smith Shellnut Wilson LLC | 3,004 | $473.9K | 0.25% | 00.0% | Unchanged |
| Bordeaux Wealth Advisors LLC | 3,015 | $475.6K | 0.16% | −851−22.0% | Reduced |
| RWM Asset Management, LLC | 3,016 | $475.7K | 0.09% | −161−5.1% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 3,023 | $476.8K | 0.41% | −767−20.2% | Reduced |
| Crown Oak Advisors, LLC | 3,032 | $478.3K | 0.26% | +32+1.1% | Added |
| United Advisor Group, LLC | 3,046 | $480.5K | 0.18% | +3,046 | New |
| Legacy Capital Group California, Inc. | 3,052 | $481.5K | 0.18% | −101−3.2% | Reduced |
| Wellington Wealth Strategies, LLC. | 3,060 | $482.6K | 0.23% | +3,060 | New |
| Tempus Wealth Planning, LLC | 3,064 | $483.3K | 0.21% | +80+2.7% | Added |
| Monograph Wealth Advisors, LLC | 3,070 | $484.2K | 0.07% | −649−17.5% | Reduced |
| BetterWealth, LLC | 3,070 | $484.3K | 0.16% | 00.0% | Unchanged |
| Whelan Financial | 3,074 | $484.9K | 0.22% | −885−22.4% | Reduced |
| Eagle Harbor Asset Management Inc | 3,084 | $486.5K | 0.52% | −94−3.0% | Reduced |
| Commonwealth Financial Services, LLC | 3,263 | $486.8K | 0.11% | 00.0% | Unchanged |
| Baron Silver Stevens Financial Advisors, LLC | 3,100 | $489.0K | 0.09% | +841+37.2% | Added |
| Tortoise Investment Management, LLC | 3,103 | $489.4K | 0.06% | +24+0.8% | Added |
| Aspen Grove Capital, LLC | 3,109 | $490.6K | 0.14% | +385+14.1% | Added |
| Horan Securities, Inc. | 3,110 | $490.6K | 0.23% | −82−2.6% | Reduced |
| Benchmark Investment Advisors LLC | 3,112 | $490.9K | 0.39% | −2,026−39.4% | Reduced |
| Prentice Wealth Management LLC | 3,122 | $492.5K | 0.17% | +203+7.0% | Added |
| Westside Investment Management, Inc. | 3,124 | $493.0K | 0.12% | +655+26.5% | Added |
| Oxford Asset Management LLP | 3,135 | $494.5K | 0.53% | +3,135 | New |
| Marino, Stram & Associates LLC | 3,141 | $495.5K | 0.12% | −22−0.7% | Reduced |
| Running Point Capital Advisors, LLC | 3,144 | $495.9K | 0.22% | +3,144 | New |
| MEMBERS Trust Co | 3,150 | $496.9K | 0.01% | −140−4.3% | Reduced |
| Better Money Decisions, LLC | 3,150 | $496.9K | 0.39% | +188+6.3% | Added |
| Baker Boyer National Bank | 3,153 | $497.3K | 0.17% | 00.0% | Unchanged |
| Key Client Fiduciary Advisors, LLC | 3,154 | $497.5K | 0.26% | −485−13.3% | Reduced |
| Financial Insights, Inc. | 3,158 | $498.1K | 0.14% | +208+7.1% | Added |
| Resolute Wealth Strategies, LLC | 3,163 | $499.0K | 0.30% | −261−7.6% | Reduced |