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 |
|---|---|---|---|---|---|
| RVW Wealth, LLC | 3,169 | $499.9K | 0.05% | −300−8.6% | Reduced |
| One Degree Advisors Inc | 3,194 | $504.0K | 0.25% | 00.0% | Unchanged |
| Midwest Financial Group LLC | 3,196 | $504.0K | 0.34% | +165+5.4% | Added |
| Revolve Wealth Partners, LLC | 3,204 | $505.4K | 0.09% | +168+5.5% | Added |
| Lakewood Asset Management LLC | 3,209 | $506.1K | 0.34% | −660−17.1% | Reduced |
| Summitry LLC | 3,215 | $507.2K | 0.03% | +254+8.6% | Added |
| Pictet Bank & Trust Ltd | 3,230 | $509.5K | 0.54% | −180−5.3% | Reduced |
| HFR Wealth Management, LLC | 3,238 | $510.8K | 0.13% | 00.0% | Unchanged |
| Sachetta, LLC | 3,429 | $511.5K | 0.24% | 00.0% | Unchanged |
| MinichMacGregor Wealth Management, LLC | 3,217 | $511.8K | 0.13% | +65+2.1% | Added |
| Bellecapital International Ltd. | 3,247 | $512.2K | 0.11% | +1,234+61.3% | Added |
| Sunflower Bank, N.A. | 3,248 | $512.3K | 0.12% | +17+0.5% | Added |
| Probity Advisors, Inc. | 3,255 | $513.4K | 0.11% | 00.0% | Unchanged |
| Capstone Financial Advisors, Inc. | 3,265 | $515.0K | 0.03% | −17−0.5% | Reduced |
| Spotlight Asset Group, Inc. | 3,265 | $515.0K | 0.37% | 00.0% | Unchanged |
| Total Clarity Wealth Management, Inc. | 3,268 | $515.5K | 0.18% | +275+9.2% | Added |
| Morton Capital Management LLC | 3,269 | $515.6K | 0.14% | +126+4.0% | Added |
| Axiom Advisory, LLC | 3,270 | $515.8K | 0.38% | +42+1.3% | Added |
| Guinness Atkinson Asset Management Inc | 3,288 | $518.6K | 0.24% | −294−8.2% | Reduced |
| Valley National Advisers Inc | 3,291 | $519.0K | 0.08% | +143+4.5% | Added |
| Balanced Wealth Group LLC | 3,137 | $519.0K | 0.23% | +1,464+87.5% | Added |
| Tranquility Partners, LLC | 3,294 | $519.5K | 0.20% | +26+0.8% | Added |
| Sovereign Financial Group, Inc. | 3,303 | $521.1K | 0.14% | +127+4.0% | Added |
| Holistic Financial Partners | 3,305 | $521.3K | 0.26% | +217+7.0% | Added |
| Berger Financial Group, Inc | 3,305 | $521.4K | 0.04% | +67+2.1% | Added |
| Lazari Capital Management, Inc. | 3,306 | $521.4K | 0.28% | +223+7.2% | Added |
| Ellerson Group Inc | 3,307 | $521.6K | 0.40% | 00.0% | Unchanged |
| Howard Financial Services, Ltd. | 3,319 | $523.5K | 0.09% | +10.0% | Added |
| Wela Strategies, Inc. | 3,319 | $523.6K | 0.25% | +86+2.7% | Added |
| Gibson Capital, LLC | 3,320 | $523.7K | 0.11% | 00.0% | Unchanged |
| Archetype Wealth Partners | 3,344 | $527.0K | 0.09% | +1,135+51.4% | Added |
| Fortem Financial Group, LLC | 3,357 | $529.5K | 0.23% | +761+29.3% | Added |
| Ritter Daniher Financial Advisory LLC | 3,357 | $529.5K | 0.18% | −650−16.2% | Reduced |
| One Wealth Advisors, LLC | 3,360 | $530.0K | 0.09% | +93+2.8% | Added |
| Bruce G. Allen Investments, LLC | 3,364 | $530.6K | 0.44% | +238+7.6% | Added |
| Heritage Financial Services, LLC | 3,370 | $531.6K | 0.08% | +124+3.8% | Added |
| Renasant Bank | 3,373 | $532.1K | 0.38% | +23+0.7% | Added |
| Rock Point Advisors, LLC | 3,384 | $533.8K | 0.16% | −51−1.5% | Reduced |
| Vertex Planning Partners, LLC | 3,386 | $534.1K | 0.15% | −259−7.1% | Reduced |
| ROI Financial Advisors, LLC | 3,393 | $535.0K | 0.42% | −598−15.0% | Reduced |
| Birchbrook, Inc. | 3,394 | $535.4K | 0.32% | +10+0.3% | Added |
| Signal Advisors Wealth, LLC | 3,400 | $536.3K | 0.13% | +1,390+69.2% | Added |
| Elmwood Wealth Management, Inc. | 3,407 | $537.5K | 0.23% | +256+8.1% | Added |
| Sunpointe, LLC | 3,425 | $540.3K | 0.60% | +315+10.1% | Added |
| HF Advisory Group, LLC | 3,429 | $540.8K | 0.30% | +554+19.3% | Added |
| Wagner Wealth Management, LLC | 3,432 | $541.4K | 0.17% | +16+0.5% | Added |
| Eclectic Associates Inc | 3,441 | $542.8K | 0.25% | −803−18.9% | Reduced |
| Select Asset Management & Trust | 3,447 | $544.0K | 0.23% | +30+0.9% | Added |
| Zhang Financial LLC | 3,456 | $545.2K | 0.04% | +15+0.4% | Added |
| Icapital Wealth LLC | 3,459 | $545.6K | 0.32% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 3,460 | $545.8K | 0.10% | +262+8.2% | Added |
| Pacifica Partners Inc. | 3,492 | $546.0K | 0.24% | +63+1.8% | Added |
| Elevatus Welath Management | 3,468 | $547.0K | 0.22% | +69+2.0% | Added |
| Wealthstar Advisors, LLC | 3,475 | $548.2K | 0.19% | +10.0% | Added |
| ODonnell Financial Services, LLC | 3,477 | $548.5K | 0.25% | +5+0.1% | Added |
| LaSalle St. Investment Advisors, LLC | 3,677 | $549.0K | 0.31% | +43+1.2% | Added |
| Vaughan & Co Securities, Inc. | 3,481 | $549.1K | 0.35% | −283−7.5% | Reduced |
| Crumly & Associates Inc. | 3,482 | $549.3K | 0.14% | +298+9.4% | Added |
| Pacific Sun Financial Corp | 3,486 | $549.9K | 0.32% | +3,486 | New |
| Lanham O'Dell & Company, Inc. | 3,489 | $550.3K | 0.31% | +150+4.5% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 3,489 | $550.4K | 0.07% | −25−0.7% | Reduced |
| Oder Investment Management, LLC | 3,490 | $550.5K | 0.51% | +1,728+98.1% | Added |
| Ocean Capital Management, LLC | 3,490 | $550.5K | 0.20% | +190+5.8% | Added |
| McAdam, LLC | 3,497 | $551.6K | 0.04% | +57+1.7% | Added |
| Dopkins Wealth Management, LLC | 3,500 | $552.1K | 0.33% | +3,500 | New |
| Lokken Investment Group LLC | 3,500 | $552.1K | 0.28% | +6+0.2% | Added |
| Jupiter Wealth Management LLC | 3,400 | $552.6K | 0.29% | +3,400 | New |
| Power Wealth Management LLC | 3,504 | $552.7K | 0.35% | −209−5.6% | Reduced |
| Avion Wealth | 3,500 | $553.0K | 0.15% | +13+0.4% | Added |
| Cowa, LLC | 3,511 | $553.8K | 0.33% | −234−6.2% | Reduced |
| Foster Group, Inc. | 3,520 | $555.2K | 0.03% | −1,743−33.1% | Reduced |
| Chemistry Wealth Management LLC | 3,535 | $557.6K | 0.15% | +147+4.3% | Added |
| Blodgett Wealth Advisors, LLC | 3,542 | $558.7K | 0.51% | −1,149−24.5% | Reduced |
| Olistico Wealth, LLC | 3,553 | $560.4K | 0.40% | +973+37.7% | Added |
| Roberts Wealth Advisors, LLC | 3,559 | $560.9K | 0.21% | +3,559 | New |
| Deseret Mutual Benefit Administrators | 3,560 | $561.6K | 0.28% | +378+11.9% | Added |
| D L Carlson Investment Group Inc | 3,564 | $562.2K | 0.11% | +145+4.2% | Added |
| Vanguard Capital Wealth Advisors | 3,565 | $562.3K | 0.40% | +225+6.7% | Added |
| American Trust | 3,568 | $562.8K | 0.05% | −634−15.1% | Reduced |
| ZRC Wealth Management, LLC | 3,571 | $563.3K | 0.28% | +1,665+87.4% | Added |
| Banco BTG Pactual S.A. | 3,574 | $563.8K | 0.18% | +715+25.0% | Added |
| Carolinas Wealth Consulting LLC | 3,579 | $564.6K | 0.11% | −16,842−82.5% | Reduced |
| Fiera Capital Corp | 3,585 | $565.5K | 0.00% | −7,811−68.5% | Reduced |
| Toth Financial Advisory Corp | 3,585 | $565.5K | 0.07% | −18−0.5% | Reduced |
| Palumbo Wealth Management LLC | 3,588 | $566.0K | 0.25% | +28+0.8% | Added |
| China Universal Asset Management Co., Ltd. | 3,590 | $566.3K | 0.07% | +3,590 | New |
| Redwood Financial Network Corp | 3,592 | $566.6K | 0.49% | −66−1.8% | Reduced |
| McBroom & Associates, LLC | 3,597 | $567.4K | 0.37% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 3,600 | $567.9K | 0.31% | +52+1.5% | Added |
| Sweeney & Michel, LLC | 3,472 | $568.1K | 0.25% | +3,472 | New |
| MKT Advisors LLC | 3,497 | $568.9K | 0.31% | −296−7.8% | Reduced |
| Sage Rhino Capital LLC | 3,607 | $569.0K | 0.13% | +154+4.5% | Added |
| Capital Market Strategies LLC | 3,611 | $569.7K | 0.43% | −47−1.3% | Reduced |
| Wilson & Boucher Capital Management, LLC | 3,629 | $572.4K | 0.45% | −475−11.6% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 3,629 | $572.4K | 0.16% | 00.0% | Unchanged |
| Charter Research & Investment Group, Inc. | 3,630 | $572.6K | 0.45% | 00.0% | Unchanged |
| RWWM, Inc. | 3,642 | $574.5K | 0.06% | −175−4.6% | Reduced |
| Financial Advisory Group | 3,649 | $575.7K | 0.10% | 00.0% | Unchanged |
| Peirce Capital Management, LLC | 3,652 | $576.1K | 0.32% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 3,658 | $577.0K | 0.10% | +238+7.0% | Added |