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 |
|---|---|---|---|---|---|
| Confluence Wealth Services, Inc. | 33,070 | $5.22M | 0.47% | +5,911+21.8% | Added |
| Kidder Stephen W | 33,058 | $5.21M | 1.66% | −749−2.2% | Reduced |
| Spire Wealth Management | 32,978 | $5.20M | 0.14% | +858+2.7% | Added |
| Heritage Trust Co | 32,909 | $5.19M | 0.70% | +94+0.3% | Added |
| StoneX Group Inc. | 32,841 | $5.18M | 0.46% | +628+1.9% | Added |
| Summit Trail Advisors, LLC | 32,770 | $5.17M | 0.14% | +20,321+163.2% | Added |
| tru Independence LLC | 32,749 | $5.17M | 1.52% | +32,749 | New |
| Colonial Trust Co | 32,733 | $5.16M | 0.97% | −20−0.1% | Reduced |
| Ariel Investments, LLC | 32,663 | $5.15M | 0.05% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 32,662 | $5.15M | 1.54% | +9,525+41.2% | Added |
| Beverly Hills Private Wealth, LLC | 32,650 | $5.15M | 1.19% | −1,924−5.6% | Reduced |
| Pekin Hardy Strauss, Inc. | 32,578 | $5.14M | 0.70% | −3,833−10.5% | Reduced |
| Campbell Capital Management Inc | 32,551 | $5.13M | 2.26% | +3,521+12.1% | Added |
| Bank of Hawaii | 32,551 | $5.13M | 0.25% | +810+2.6% | Added |
| Destination Wealth Management | 32,491 | $5.13M | 0.17% | +381+1.2% | Added |
| Resonant Capital Advisors, LLC | 32,475 | $5.12M | 0.44% | +518+1.6% | Added |
| Sandhill Capital Partners LLC | 32,431 | $5.12M | 0.41% | +936+3.0% | Added |
| Columbia Asset Management | 34,221 | $5.10M | 1.04% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 32,333 | $5.10M | 0.24% | +11,535+55.5% | Added |
| Sepio Capital, LP | 32,269 | $5.09M | 0.44% | −790−2.4% | Reduced |
| Nations Financial Group Inc, | 32,182 | $5.08M | 0.43% | +1,086+3.5% | Added |
| Capital International Sarl | 32,032 | $5.05M | 0.17% | −5,264−14.1% | Reduced |
| Forum Financial Management, LP | 31,776 | $5.01M | 0.09% | +572+1.8% | Added |
| Capital City Trust Co | 31,774 | $5.01M | 1.40% | −1,405−4.2% | Reduced |
| Executive Wealth Management, LLC | 31,431 | $5.00M | 0.44% | +5,754+22.4% | Added |
| Madden Securities Corp | 31,666 | $4.99M | 2.31% | −1,623−4.9% | Reduced |
| Equitable Trust Co | 31,536 | $4.97M | 0.35% | −38−0.1% | Reduced |
| Hilltop Holdings Inc. | 31,446 | $4.96M | 0.55% | −5,324−14.5% | Reduced |
| Brooks, Moore & Associates, Inc. | 31,327 | $4.94M | 3.17% | +314+1.0% | Added |
| YHB Investment Advisors, Inc. | 31,227 | $4.93M | 0.44% | +685+2.2% | Added |
| Hosking Partners LLP | 31,215 | $4.92M | 0.18% | +31,215 | New |
| Peak Asset Management, LLC | 31,214 | $4.92M | 0.98% | +232+0.7% | Added |
| Capital Planning Advisors, LLC | 31,202 | $4.92M | 0.86% | +875+2.9% | Added |
| UniSuper Management Pty Ltd | 31,182 | $4.92M | 0.05% | +17,422+126.6% | Added |
| Intrua Financial, LLC | 31,173 | $4.92M | 0.76% | −1,498−4.6% | Reduced |
| Pictet North America Advisors SA | 31,006 | $4.89M | 0.55% | −7,913−20.3% | Reduced |
| Hills Bank & Trust Co | 30,909 | $4.88M | 0.41% | +329+1.1% | Added |
| Centerstone Investors, LLC | 30,862 | $4.87M | 3.76% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 30,855 | $4.87M | 0.01% | +30,855 | New |
| Keeler Thomas Management LLC | 30,830 | $4.87M | 1.67% | +12,594+69.1% | Added |
| GHP Investment Advisors, Inc. | 30,596 | $4.83M | 0.24% | +2,722+9.8% | Added |
| Flagship Harbor Advisors, LLC | 30,577 | $4.82M | 0.31% | +3,549+13.1% | Added |
| Sumitomo Life Insurance Co | 30,512 | $4.81M | 0.12% | −1,161−3.7% | Reduced |
| Trinity Legacy Partners, LLC | 30,504 | $4.81M | 1.41% | +1,144+3.9% | Added |
| Citizens Business Bank | 29,180 | $4.80M | 1.00% | +1,074+3.8% | Added |
| Alta Capital Management LLC | 30,394 | $4.79M | 0.30% | +23,186+321.7% | Added |
| Change Path, LLC | 30,378 | $4.79M | 0.19% | +12,777+72.6% | Added |
| Procyon Private Wealth Partners, LLC | 30,324 | $4.78M | 0.37% | −5,215−14.7% | Reduced |
| Hengehold Capital Management LLC | 30,289 | $4.78M | 0.51% | −258−0.8% | Reduced |
| Investors Asset Management of Georgia Inc | 30,229 | $4.77M | 2.24% | −445−1.5% | Reduced |
| Kinsale Capital Group, Inc. | 30,164 | $4.76M | 1.88% | +5,454+22.1% | Added |
| Jamison Private Wealth Management, Inc. | 30,156 | $4.76M | 0.80% | +1,648+5.8% | Added |
| Diversified Trust Co | 30,105 | $4.75M | 0.14% | −18,436−38.0% | Reduced |
| Institutional & Family Asset Management, LLC | 30,096 | $4.75M | 0.76% | +376+1.3% | Added |
| JBR Co Financial Management Inc | 30,066 | $4.74M | 3.78% | −174−0.6% | Reduced |
| Pictet & Cie (Europe) SA | 30,052 | $4.74M | 0.12% | +1,998+7.1% | Added |
| Aldebaran Capital, LLC | 29,883 | $4.71M | 4.49% | −950−3.1% | Reduced |
| Mission Creek Capital Partners, Inc. | 29,869 | $4.71M | 1.23% | +4,490+17.7% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 29,809 | $4.70M | 1.93% | −197−0.7% | Reduced |
| Spring Capital Management, LLC | 29,681 | $4.68M | 3.53% | −2,395−7.5% | Reduced |
| Grey Street Capital, LLC | 29,527 | $4.66M | 0.63% | +10,803+57.7% | Added |
| Camden National Bank | 29,503 | $4.65M | 0.82% | +113+0.4% | Added |
| Duncker Streett & Co Inc | 29,430 | $4.64M | 0.92% | −75−0.3% | Reduced |
| Harmony Asset Management LLC | 29,392 | $4.64M | 1.91% | +523+1.8% | Added |
| Family Management Corp | 29,171 | $4.60M | 0.85% | +6,184+26.9% | Added |
| G&S Capital LLC | 29,162 | $4.60M | 2.05% | +7,929+37.3% | Added |
| Yarbrough Capital, LLC | 29,107 | $4.59M | 0.20% | 00.0% | Unchanged |
| Chapin Davis, Inc. | 29,049 | $4.58M | 1.67% | +2,270+8.5% | Added |
| CoreCap Advisors, LLC | 29,018 | $4.58M | 0.24% | −12,745−30.5% | Reduced |
| Graypoint LLC | 29,007 | $4.58M | 0.33% | +2,880+11.0% | Added |
| Aull & Monroe Investment Management Corp | 29,003 | $4.57M | 2.09% | −45−0.2% | Reduced |
| Butensky & Cohen Financial Security, Inc | 28,993 | $4.57M | 1.42% | +483+1.7% | Added |
| Investment Management Corp of Ontario | 28,897 | $4.56M | 0.14% | −80,882−73.7% | Reduced |
| Segment Wealth Management, LLC | 28,853 | $4.55M | 0.35% | −28,229−49.5% | Reduced |
| Csenge Advisory Group | 28,852 | $4.55M | 0.25% | +1,469+5.4% | Added |
| Bath Savings Trust Co | 28,680 | $4.52M | 0.48% | +1,705+6.3% | Added |
| Asset Dedication, LLC | 28,631 | $4.52M | 0.34% | +2,563+9.8% | Added |
| Davis R M Inc | 28,634 | $4.52M | 0.09% | +3,936+15.9% | Added |
| Modera Wealth Management, LLC | 28,615 | $4.51M | 0.07% | −1,086−3.7% | Reduced |
| TCI Wealth Advisors, Inc. | 28,545 | $4.50M | 0.44% | −3,249−10.2% | Reduced |
| Peregrine Asset Advisers, Inc. | 28,483 | $4.49M | 1.80% | +318+1.1% | Added |
| First National Bank & Trust Co of Newtown | 28,476 | $4.49M | 0.91% | +81+0.3% | Added |
| Pegasus Asset Management, Inc. | 28,401 | $4.48M | 1.73% | +356+1.3% | Added |
| Marietta Wealth Management, LLC | 28,339 | $4.47M | 0.74% | +1,032+3.8% | Added |
| Laird Norton Trust Company, LLC | 28,324 | $4.47M | 0.61% | −1,827−6.1% | Reduced |
| Optimas Capital Ltd | 28,300 | $4.46M | 3.90% | +28,300 | New |
| West Family Investments, Inc. | 28,299 | $4.46M | 1.39% | +93+0.3% | Added |
| McGinn Investment Management, Inc. | 28,278 | $4.46M | 2.92% | −45−0.2% | Reduced |
| Independent Financial Group, LLC | 28,254 | $4.46M | 0.20% | −726−2.5% | Reduced |
| Buffington Mohr McNeal | 28,247 | $4.46M | 0.81% | −275−1.0% | Reduced |
| Mill Capital Management, LLC | 28,236 | $4.45M | 0.37% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 28,226 | $4.45M | 0.06% | −1,249−4.2% | Reduced |
| Cadinha & Co LLC | 28,207 | $4.45M | 0.76% | −49,638−63.8% | Reduced |
| Auxier Asset Management | 28,187 | $4.45M | 0.68% | +743+2.7% | Added |
| MTM Investment Management, LLC | 28,177 | $4.44M | 1.83% | +461+1.7% | Added |
| Crescent Sterling, Ltd. | 28,156 | $4.44M | 4.05% | +503+1.8% | Added |
| D. E. Shaw & Co., Inc. | 28,129 | $4.44M | 0.01% | −320,776−91.9% | Reduced |
| Naples Global Advisors, LLC | 28,095 | $4.43M | 0.45% | +2,409+9.4% | Added |
| Summit Financial Wealth Advisors, LLC | 28,034 | $4.42M | 0.90% | +266+1.0% | Added |
| Atomi Financial Group, Inc. | 27,797 | $4.38M | 0.40% | +4,599+19.8% | Added |