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 |
|---|---|---|---|---|---|
| Hartford Financial Management Inc. | 39,373 | $6.21M | 1.31% | +359+0.9% | Added |
| Financial Advocates Investment Management | 39,370 | $6.21M | 0.36% | +1,434+3.8% | Added |
| NBC Securities, Inc. | 39,300 | $6.20M | 0.58% | +760+2.0% | Added |
| Man Group plc | 39,194 | $6.18M | 0.02% | −12,260−23.8% | Reduced |
| New England Asset Management Inc | 39,175 | $6.18M | 0.96% | +1,900+5.1% | Added |
| Tower Research Capital LLC (TRC) | 39,160 | $6.18M | 0.15% | −184,028−82.5% | Reduced |
| C2C Wealth Management, LLC | 39,149 | $6.18M | 6.13% | −433−1.1% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 39,072 | $6.16M | 0.49% | −13,722−26.0% | Reduced |
| Clearstead Advisors, LLC | 37,414 | $6.16M | 0.30% | +2,038+5.8% | Added |
| Geneos Wealth Management Inc. | 38,916 | $6.14M | 0.28% | +844+2.2% | Added |
| PFG Investments, LLC | 38,830 | $6.13M | 0.37% | +26,753+221.5% | Added |
| Sage Capital Advisors,llc | 38,799 | $6.12M | 1.77% | +610+1.6% | Added |
| Bragg Financial Advisors, Inc | 38,773 | $6.12M | 0.27% | +140.0% | Added |
| Thompson Investment Management, Inc. | 38,762 | $6.11M | 0.92% | +1,147+3.0% | Added |
| Penobscot Investment Management Company, Inc. | 38,677 | $6.10M | 0.64% | −166−0.4% | Reduced |
| City Holding Co | 38,603 | $6.09M | 0.91% | −686−1.7% | Reduced |
| Wetherby Asset Management Inc | 38,445 | $6.06M | 0.29% | +38+0.1% | Added |
| Citizens Financial Group Inc | 38,364 | $6.05M | 0.20% | +2,276+6.3% | Added |
| Rockland Trust Co | 38,349 | $6.05M | 0.32% | −951−2.4% | Reduced |
| Journey Advisory Group, LLC | 38,141 | $6.02M | 0.74% | −17,383−31.3% | Reduced |
| Level Four Advisory Services, LLC | 40,227 | $6.00M | 0.33% | 00.0% | Unchanged |
| Beacon Harbor Wealth Advisors, Inc. | 37,894 | $5.98M | 1.58% | +1,957+5.4% | Added |
| Ameritas Advisory Services, LLC | 37,342 | $5.96M | 0.25% | +2,823+8.2% | Added |
| IHT Wealth Management, LLC | 37,791 | $5.96M | 0.24% | +1,984+5.5% | Added |
| Horizon Investments, LLC | 37,787 | $5.96M | 0.16% | +5,973+18.8% | Added |
| Mattern Wealth Management LLC | 37,577 | $5.93M | 1.44% | −1,091−2.8% | Reduced |
| S&CO Inc | 37,543 | $5.92M | 0.42% | −290−0.8% | Reduced |
| Nelson Capital Management, LLC | 37,331 | $5.89M | 1.13% | +3,104+9.1% | Added |
| Schulhoff & Co Inc | 37,319 | $5.89M | 2.58% | +491+1.3% | Added |
| Vestmark Advisory Solutions, Inc. | 37,318 | $5.89M | 0.25% | −736−1.9% | Reduced |
| IFP Advisors, Inc | 37,307 | $5.89M | 0.26% | −620−1.6% | Reduced |
| Sound View Wealth Advisors Group, LLC | 37,240 | $5.87M | 0.63% | −923−2.4% | Reduced |
| Principle Wealth Partners LLC | 37,056 | $5.85M | 0.46% | +1,369+3.8% | Added |
| Stonebridge Capital Management Inc | 37,047 | $5.84M | 2.61% | −425−1.1% | Reduced |
| Choate Investment Advisors | 37,024 | $5.84M | 0.16% | +10,303+38.6% | Added |
| Anchor Investment Management, LLC | 36,981 | $5.83M | 0.61% | −168−0.5% | Reduced |
| Shufro Rose & Co LLC | 36,973 | $5.83M | 0.48% | −422−1.1% | Reduced |
| South Dakota Investment Council | 36,857 | $5.81M | 0.12% | −53,429−59.2% | Reduced |
| TRUE Private Wealth Advisors | 36,814 | $5.81M | 0.67% | −2,881−7.3% | Reduced |
| First Hawaiian Bank | 36,730 | $5.79M | 0.18% | −4,749−11.4% | Reduced |
| Soltis Investment Advisors LLC | 36,550 | $5.77M | 0.65% | +979+2.8% | Added |
| Avidian Wealth Solutions, LLC | 36,519 | $5.76M | 0.31% | +2,462+7.2% | Added |
| Hudson Value Partners, LLC | 36,394 | $5.74M | 2.44% | +95+0.3% | Added |
| Physicians Financial Services, Inc. | 36,366 | $5.74M | 2.02% | +1,375+3.9% | Added |
| Mission Wealth Management, LP | 36,357 | $5.73M | 0.15% | +6,492+21.7% | Added |
| Founders Capital Management | 36,341 | $5.73M | 3.87% | +44+0.1% | Added |
| Sandy Spring Bank | 36,281 | $5.72M | 0.26% | −1,826−4.8% | Reduced |
| Avanda Investment Management Pte. Ltd. | 36,268 | $5.72M | 0.77% | +36,268 | New |
| Financial & Tax Architects, LLC | 36,214 | $5.71M | 1.57% | +1,474+4.2% | Added |
| Transcend Wealth Collective, LLC | 36,207 | $5.71M | 0.46% | +2,349+6.9% | Added |
| Chesley Taft & Associates LLC | 36,191 | $5.71M | 0.29% | −194−0.5% | Reduced |
| Refined Wealth Management | 36,086 | $5.69M | 4.01% | +275+0.8% | Added |
| Vestcor Inc | 36,025 | $5.68M | 0.19% | −8,116−18.4% | Reduced |
| Stablepoint Partners, LLC | 36,003 | $5.68M | 1.15% | +6,347+21.4% | Added |
| Narwhal Capital Management | 35,989 | $5.68M | 0.56% | +745+2.1% | Added |
| Papp L Roy & Associates | 35,975 | $5.67M | 0.68% | −568−1.6% | Reduced |
| Wills Financial Group, Inc. | 35,888 | $5.66M | 2.67% | +2,125+6.3% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 35,761 | $5.64M | 2.41% | +449+1.3% | Added |
| Private Trust Co NA | 35,679 | $5.63M | 0.61% | +140.0% | Added |
| McDonald Partners LLC | 35,545 | $5.61M | 1.54% | −59−0.2% | Reduced |
| Azzad Asset Management Inc | 35,533 | $5.60M | 0.65% | −169−0.5% | Reduced |
| Kennedy Capital Management, Inc. | 35,266 | $5.56M | 0.11% | +35,266 | New |
| Cincinnati Financial Corp | 35,139 | $5.54M | 0.12% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 35,117 | $5.54M | 0.18% | +118+0.3% | Added |
| Tyche Wealth Partners LLC | 35,100 | $5.54M | 1.36% | −3,888−10.0% | Reduced |
| Concentric Wealth Management, LLC | 34,999 | $5.52M | 1.47% | +408+1.2% | Added |
| Maven Securities LTD | 34,921 | $5.51M | 0.33% | +23,107+195.6% | Added |
| Community Bank, N.A. | 34,874 | $5.50M | 0.72% | +690+2.0% | Added |
| Intrust Bank NA | 34,799 | $5.49M | 0.59% | +3,051+9.6% | Added |
| Thomas Story & Son LLC | 34,490 | $5.44M | 2.30% | +26,910+355.0% | Added |
| Eagle Capital Management, LLC | 34,455 | $5.43M | 2.45% | +163+0.5% | Added |
| Cullen Investment Group, Ltd. | 33,985 | $5.43M | 0.86% | +6,257+22.6% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 34,413 | $5.43M | 1.04% | +13,490+64.5% | Added |
| Sunbelt Securities, Inc. | 34,318 | $5.41M | 0.60% | +3,723+12.2% | Added |
| R.H. Dinel Investment Counsel, Inc. | 34,210 | $5.40M | 3.45% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 34,190 | $5.39M | 0.16% | +20,478+149.3% | Added |
| Chicago Trust Co NA | 34,038 | $5.37M | 1.11% | −358−1.0% | Reduced |
| Financial Partners Group, LLC | 34,001 | $5.36M | 2.08% | +1,167+3.6% | Added |
| Smith Group Asset Management, LLC | 33,995 | $5.36M | 0.31% | −13,280−28.1% | Reduced |
| Oliver Luxxe Assets LLC | 33,946 | $5.35M | 1.12% | −149−0.4% | Reduced |
| Aperture Investors, LLC | 33,914 | $5.35M | 0.68% | +33,914 | New |
| Ridgecrest Wealth Partners, LLC | 33,875 | $5.34M | 3.18% | −950−2.7% | Reduced |
| Financial Advisory Service, Inc. | 33,849 | $5.34M | 0.47% | +1,239+3.8% | Added |
| Jacobi Capital Management LLC | 33,829 | $5.34M | 0.49% | −1,156−3.3% | Reduced |
| Moneta Group Investment Advisors LLC | 33,781 | $5.33M | 0.09% | +5,693+20.3% | Added |
| RFG Advisory, LLC | 33,773 | $5.33M | 0.18% | +2,894+9.4% | Added |
| River Wealth Advisors LLC | 33,755 | $5.32M | 0.77% | +1,718+5.4% | Added |
| White Pine Investment CO | 33,744 | $5.32M | 1.57% | +83+0.2% | Added |
| Ballentine Partners, LLC | 33,734 | $5.32M | 0.10% | −1,106−3.2% | Reduced |
| Wahed Invest LLC | 33,673 | $5.31M | 1.21% | +4,275+14.5% | Added |
| Salem Investment Counselors Inc | 33,608 | $5.30M | 0.17% | +2,442+7.8% | Added |
| IPG Investment Advisors LLC | 33,590 | $5.30M | 1.16% | +24,460+267.9% | Added |
| Consolidated Planning Corp | 33,450 | $5.28M | 0.90% | +3,672+12.3% | Added |
| Garland Capital Management Inc | 33,309 | $5.25M | 3.48% | +93+0.3% | Added |
| Walleye Capital LLC | 33,295 | $5.25M | 0.06% | +33,295 | New |
| Marble Harbor Investment Counsel, LLC | 33,292 | $5.25M | 0.61% | +475+1.4% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 33,192 | $5.24M | 0.16% | −55,361−62.5% | Reduced |
| Harbour Capital Advisors, LLC | 32,727 | $5.23M | 1.30% | −507−1.5% | Reduced |
| Fidelis Capital Partners, LLC | 33,124 | $5.22M | 0.79% | +1,113+3.5% | Added |
| Gluskin Sheff & Assoc Inc | 33,117 | $5.22M | 0.52% | −9,086−21.5% | Reduced |