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 |
|---|---|---|---|---|---|
| Bill Few Associates, Inc. | 27,758 | $4.38M | 1.78% | +145+0.5% | Added |
| Clear Street Markets LLC | 27,700 | $4.37M | 2.00% | +27,700 | New |
| Headinvest, LLC | 27,696 | $4.37M | 0.85% | −90.0% | Reduced |
| Independent Wealth Network Inc. | 27,639 | $4.36M | 2.04% | +1,535+5.9% | Added |
| Cobblestone Capital Advisors LLC | 27,591 | $4.35M | 0.27% | −339−1.2% | Reduced |
| BFSG, LLC | 27,583 | $4.35M | 0.58% | +442+1.6% | Added |
| Baugh & Associates, LLC | 27,575 | $4.35M | 2.31% | +260+1.0% | Added |
| Keene & Associates, Inc. | 27,477 | $4.33M | 3.24% | +815+3.1% | Added |
| Rench Wealth Management, Inc. | 27,426 | $4.33M | 1.66% | +4,062+17.4% | Added |
| Twin Capital Management Inc | 27,411 | $4.32M | 0.54% | −1,799−6.2% | Reduced |
| Gamco Investors, Inc. Et Al | 27,377 | $4.32M | 0.04% | +1,552+6.0% | Added |
| Benedict Financial Advisors Inc | 27,303 | $4.31M | 1.09% | −180−0.7% | Reduced |
| Lynch Asset Management, Inc. | 27,150 | $4.28M | 2.01% | 00.0% | Unchanged |
| Longbow Finance SA | 27,146 | $4.28M | 0.43% | +27,146 | New |
| Morse Asset Management, Inc | 27,096 | $4.27M | 1.09% | −8,119−23.1% | Reduced |
| StrongBox Wealth, LLC | 27,010 | $4.26M | 2.25% | +644+2.4% | Added |
| Fairfield, Bush & Co. | 26,866 | $4.24M | 2.51% | −956−3.4% | Reduced |
| We Are One Seven, LLC | 26,787 | $4.23M | 0.22% | +234+0.9% | Added |
| Broderick Brian C | 26,785 | $4.23M | 0.90% | −781−2.8% | Reduced |
| Altrius Capital Management Inc | 26,771 | $4.22M | 1.06% | +2,454+10.1% | Added |
| Cornercap Investment Counsel Inc | 26,741 | $4.22M | 0.65% | −11,338−29.8% | Reduced |
| JPL Wealth Management, LLC | 26,500 | $4.18M | 2.31% | +6,999+35.9% | Added |
| Signaturefd, LLC | 26,475 | $4.18M | 0.09% | +664+2.6% | Added |
| Formidable Asset Management, LLC | 26,404 | $4.16M | 0.68% | +11,347+75.4% | Added |
| Benjamin Edwards Inc | 26,395 | $4.16M | 0.83% | −481−1.8% | Reduced |
| NJ State Employees Deferred Compensation Plan | 26,393 | $4.16M | 0.53% | 00.0% | Unchanged |
| Pacific Global Investment Management CO | 26,352 | $4.16M | 0.79% | +203+0.8% | Added |
| Exeter Financial, LLC | 25,853 | $4.15M | 1.91% | +527+2.1% | Added |
| Old Mission Investment Co LLC | 26,311 | $4.15M | 1.38% | +50+0.2% | Added |
| RB Capital Management, LLC | 26,265 | $4.14M | 1.11% | +1,782+7.3% | Added |
| Meritage Portfolio Management | 26,267 | $4.14M | 0.26% | −1,571−5.6% | Reduced |
| Moloney Securities Asset Management, LLC | 26,194 | $4.13M | 0.62% | +873+3.4% | Added |
| Harbour Investments, Inc. | 26,193 | $4.13M | 0.15% | +4,578+21.2% | Added |
| Clarus Group, Inc. | 26,058 | $4.11M | 2.88% | −107−0.4% | Reduced |
| Foster & Motley Inc | 26,002 | $4.10M | 0.28% | −1,970−7.0% | Reduced |
| Sittner & Nelson, LLC | 25,990 | $4.10M | 2.07% | −250−1.0% | Reduced |
| Trajan Wealth LLC | 25,978 | $4.10M | 0.28% | +25,978 | New |
| Meeder Advisory Services, Inc. | 25,896 | $4.08M | 0.42% | +841+3.4% | Added |
| Douglass Winthrop Advisors, LLC | 25,813 | $4.07M | 0.08% | +622+2.5% | Added |
| Murphy Pohlad Asset Management LLC | 25,807 | $4.07M | 1.59% | −200−0.8% | Reduced |
| Koshinski Asset Management, Inc. | 25,772 | $4.07M | 0.42% | +4,361+20.4% | Added |
| United Capital Management of KS, Inc. | 25,763 | $4.06M | 0.93% | +5,214+25.4% | Added |
| Peoples Bank | 25,743 | $4.06M | 2.26% | −547−2.1% | Reduced |
| Good Life Advisors, LLC | 25,684 | $4.05M | 0.36% | +766+3.1% | Added |
| Hudson Valley Investment Advisors Inc | 25,593 | $4.04M | 0.48% | −1,178−4.4% | Reduced |
| Keystone Financial Planning, Inc. | 25,593 | $4.04M | 1.31% | −1,640−6.0% | Reduced |
| Atlas Brown,Inc. | 25,579 | $4.03M | 1.47% | −126−0.5% | Reduced |
| Inspire Trust Co, N.A. | 25,543 | $4.03M | 2.25% | +10,596+70.9% | Added |
| Miracle Mile Advisors, LLC | 25,507 | $4.02M | 0.10% | +5,962+30.5% | Added |
| Argyle Capital Management Inc. | 25,422 | $4.01M | 1.55% | −900−3.4% | Reduced |
| Van Hulzen Asset Management, LLC | 25,410 | $4.01M | 0.27% | −72−0.3% | Reduced |
| NTV Asset Management LLC | 25,405 | $4.01M | 0.61% | +337+1.3% | Added |
| Pring Turner Capital Group Inc | 25,349 | $4.00M | 2.92% | +60.0% | Added |
| Allen Capital Group, LLC | 25,241 | $3.98M | 0.58% | +403+1.6% | Added |
| Davidson Trust Co | 25,186 | $3.97M | 2.32% | +80+0.3% | Added |
| Prio Wealth Limited Partnership | 25,179 | $3.97M | 0.11% | −609−2.4% | Reduced |
| Stanley-Laman Group, Ltd. | 25,160 | $3.97M | 0.56% | 00.0% | Unchanged |
| Lake Street Advisors Group, LLC | 25,150 | $3.97M | 0.19% | +364+1.5% | Added |
| Holderness Investments Co | 25,051 | $3.95M | 0.97% | +15+0.1% | Added |
| Bell & Brown Wealth Advisors, LLC | 25,042 | $3.95M | 1.69% | +67+0.3% | Added |
| KLCM Advisors, Inc. | 24,996 | $3.94M | 0.51% | +1,220+5.1% | Added |
| Laurel Wealth Advisors LLC | 24,980 | $3.94M | 0.68% | +84+0.3% | Added |
| Cosner Financial Group, LLC | 24,939 | $3.93M | 2.82% | 00.0% | Unchanged |
| Willis Johnson & Associates, Inc. | 24,939 | $3.93M | 0.34% | −772−3.0% | Reduced |
| McAlister, Sweet & Associates, Inc. | 24,922 | $3.93M | 3.09% | +5,331+27.2% | Added |
| Pinkerton Retirement Specialists, LLC | 24,906 | $3.93M | 0.63% | +8,986+56.4% | Added |
| Gilliland Jeter Wealth Management LLC | 24,882 | $3.92M | 1.37% | +4,048+19.4% | Added |
| Selway Asset Management | 24,860 | $3.92M | 1.57% | +815+3.4% | Added |
| Herold Advisors, Inc. | 24,770 | $3.91M | 0.95% | +305+1.2% | Added |
| Bluefin Capital Management, LLC | 24,733 | $3.90M | 0.63% | −22,908−48.1% | Reduced |
| Diligent Investors, LLC | 24,708 | $3.90M | 0.98% | +746+3.1% | Added |
| Radnor Capital Management, LLC | 24,670 | $3.89M | 0.66% | −205−0.8% | Reduced |
| Greatmark Investment Partners, Inc. | 24,624 | $3.88M | 0.55% | +444+1.8% | Added |
| Signature Wealth Management Group | 24,275 | $3.88M | 1.77% | +566+2.4% | Added |
| Ascent Group, LLC | 24,613 | $3.88M | 0.34% | −311−1.2% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 24,600 | $3.88M | 0.18% | −3,780−13.3% | Reduced |
| Fundamentun, LLC | 24,568 | $3.88M | 0.38% | −9,008−26.8% | Reduced |
| Investmark Advisory Group LLC | 24,537 | $3.87M | 2.12% | −483−1.9% | Reduced |
| PFG Advisors | 24,528 | $3.87M | 0.28% | +1,019+4.3% | Added |
| Trifecta Capital Advisors, LLC | 24,442 | $3.86M | 0.94% | +2,210+9.9% | Added |
| Kinloch Capital, LLC | 24,441 | $3.86M | 1.98% | +2,729+12.6% | Added |
| Morton Community Bank | 24,410 | $3.85M | 1.11% | +911+3.9% | Added |
| LS Investment Advisors, LLC | 24,366 | $3.84M | 0.61% | +1,437+6.3% | Added |
| Mairs & Power Inc | 24,355 | $3.84M | 0.04% | −223−0.9% | Reduced |
| Webster Bank, N. A. | 24,355 | $3.84M | 0.43% | +1,563+6.9% | Added |
| Wealthcare Advisory Partners LLC | 24,349 | $3.84M | 0.13% | +1,736+7.7% | Added |
| Silicon Valley Community Foundation | 24,301 | $3.83M | 0.14% | −396−1.6% | Reduced |
| Allen Wealth Management, LLC | 24,290 | $3.83M | 3.38% | −26−0.1% | Reduced |
| Pathway Financial Advisers, LLC | 24,242 | $3.82M | 1.38% | +556+2.3% | Added |
| Marketfield Asset Management LLC | 24,239 | $3.82M | 3.01% | −1,975−7.5% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 24,147 | $3.81M | 0.74% | +996+4.3% | Added |
| Exchange Bank | 24,144 | $3.81M | 3.13% | −216−0.9% | Reduced |
| Sage Investment Advisers LLC | 24,143 | $3.81M | 4.37% | −142−0.6% | Reduced |
| Reik & Co., LLC | 24,113 | $3.80M | 0.95% | 00.0% | Unchanged |
| Granite Bay Wealth Management, LLC | 24,048 | $3.79M | 2.16% | −84,644−77.9% | Reduced |
| Capital Asset Advisory Services LLC | 23,427 | $3.79M | 0.22% | +1,617+7.4% | Added |
| Venturi Wealth Management, LLC | 23,964 | $3.78M | 0.24% | +4,664+24.2% | Added |
| Imprint Wealth LLC | 23,683 | $3.77M | 0.91% | +6,246+35.8% | Added |
| Capital Investment Advisory Services, LLC | 23,871 | $3.77M | 0.40% | −1,713−6.7% | Reduced |
| Montecito Bank & Trust | 23,868 | $3.76M | 0.75% | −528−2.2% | Reduced |