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 |
|---|---|---|---|---|---|
| Jacobs & Co | 23,841 | $3.76M | 0.40% | −310−1.3% | Reduced |
| CX Institutional | 23,779 | $3.75M | 0.18% | +8,948+60.3% | Added |
| Investment Advisory Services Inc | 23,746 | $3.75M | 1.37% | −61−0.3% | Reduced |
| MidWestOne Financial Group, Inc. | 23,714 | $3.74M | 0.67% | +354+1.5% | Added |
| WD Rutherford LLC | 23,591 | $3.72M | 1.93% | +1,921+8.9% | Added |
| apricus wealth, LLC | 23,532 | $3.71M | 2.61% | +1,935+9.0% | Added |
| Bridge Creek Capital Management LLC | 23,518 | $3.71M | 1.19% | +364+1.6% | Added |
| Greenline Partners, LLC | 23,491 | $3.71M | 0.59% | +269+1.2% | Added |
| Strategic Advisors LLC | 23,466 | $3.70M | 0.73% | +2,832+13.7% | Added |
| Nwam LLC | 22,813 | $3.70M | 0.30% | −1,945−7.9% | Reduced |
| BBR Partners, LLC | 23,413 | $3.69M | 0.30% | +1,867+8.7% | Added |
| AIA Group Ltd | 23,394 | $3.69M | 0.12% | +6,493+38.4% | Added |
| Arvest Trust Co N A | 23,375 | $3.69M | 0.21% | −1,124−4.6% | Reduced |
| Knollwood Investment Advisory, LLC | 23,350 | $3.68M | 0.67% | 00.0% | Unchanged |
| RKL Wealth Management LLC | 23,317 | $3.68M | 0.36% | −189−0.8% | Reduced |
| Balentine LLC | 23,312 | $3.68M | 0.11% | −8,681−27.1% | Reduced |
| B.O.S.S. Retirement Advisors, LLC | 24,622 | $3.67M | 1.41% | −3,518−12.5% | Reduced |
| First National Advisers, LLC | 23,097 | $3.66M | 0.82% | +5,708+32.8% | Added |
| Capricorn Fund Managers Ltd | 23,192 | $3.66M | 2.20% | 00.0% | Unchanged |
| Glass Wealth Management Co LLC | 23,137 | $3.65M | 2.23% | +23,137 | New |
| Charles Schwab Trust Co | 23,136 | $3.65M | 0.35% | −2,374−9.3% | Reduced |
| Mitchell Sinkler & Starr | 23,123 | $3.65M | 0.91% | −10,100−30.4% | Reduced |
| Brighton Jones LLC | 23,091 | $3.64M | 0.13% | +765+3.4% | Added |
| First Command Advisory Services, Inc. | 23,047 | $3.63M | 0.04% | −735−3.1% | Reduced |
| Baker Avenue Asset Management, LP | 23,015 | $3.63M | 0.14% | −1,732−7.0% | Reduced |
| Weatherly Asset Management L. P. | 22,938 | $3.62M | 0.35% | −358−1.5% | Reduced |
| Builder Investment Group Inc | 22,932 | $3.62M | 1.05% | −980−4.1% | Reduced |
| Arlington Financial Advisors, LLC | 22,923 | $3.62M | 0.79% | +1,962+9.4% | Added |
| Enterprise Bank & Trust Co | 22,920 | $3.62M | 1.24% | +347+1.5% | Added |
| Cottage Street Advisors LLC | 22,845 | $3.60M | 2.19% | +23+0.1% | Added |
| Accurate Wealth Management, LLC | 22,503 | $3.60M | 1.05% | +878+4.1% | Added |
| Proequities, Inc. | 22,821 | $3.60M | 0.23% | +671+3.0% | Added |
| North Star Investment Management Corp. | 22,791 | $3.60M | 0.26% | −1,175−4.9% | Reduced |
| Brookmont Capital Management | 22,779 | $3.59M | 1.89% | +83+0.4% | Added |
| Concord Wealth Partners | 22,775 | $3.59M | 0.65% | +3,251+16.7% | Added |
| Strategic Blueprint, LLC | 22,771 | $3.59M | 0.26% | +2,208+10.7% | Added |
| Boltwood Capital Management | 22,738 | $3.59M | 1.11% | −210−0.9% | Reduced |
| CAPROCK Group, Inc. | 22,728 | $3.59M | 0.21% | +2,534+12.5% | Added |
| Lantz Financial LLC | 22,711 | $3.58M | 1.15% | +866+4.0% | Added |
| Wright Investors Service Inc | 22,695 | $3.58M | 0.91% | +117+0.5% | Added |
| Wiley Bros.-Aintree Capital, LLC | 22,692 | $3.58M | 0.49% | +9,096+66.9% | Added |
| QV Investors Inc. | 22,647 | $3.57M | 0.31% | −440−1.9% | Reduced |
| Syon Capital LLC | 22,639 | $3.57M | 0.34% | +1,165+5.4% | Added |
| Garrett Investment Advisors LLC | 22,633 | $3.57M | 0.45% | +2,325+11.4% | Added |
| Independent Solutions Wealth Management, LLC | 22,574 | $3.56M | 0.85% | +1,598+7.6% | Added |
| Waldron Private Wealth LLC | 22,556 | $3.56M | 0.16% | −880−3.8% | Reduced |
| FDx Advisors, Inc. | 22,541 | $3.56M | 0.54% | −6,934−23.5% | Reduced |
| Symmetry Investments LP | 22,412 | $3.54M | 0.37% | +14,568+185.7% | Added |
| Belpointe Asset Management LLC | 22,395 | $3.53M | 0.26% | −146−0.6% | Reduced |
| Brick & Kyle, Associates | 22,007 | $3.53M | 1.56% | −60.0% | Reduced |
| Delaney Dennis R | 22,346 | $3.52M | 1.92% | +183+0.8% | Added |
| Moody National Bank Trust Division | 22,265 | $3.51M | 0.28% | −291−1.3% | Reduced |
| Legacy Capital Wealth Partners, LLC | 20,731 | $3.51M | 2.49% | +8,631+71.3% | Added |
| Gifford Fong Associates | 22,200 | $3.50M | 0.97% | 00.0% | Unchanged |
| Whalerock Point Partners, LLC | 22,146 | $3.49M | 0.95% | +348+1.6% | Added |
| Massachusetts Wealth Management | 22,141 | $3.49M | 2.46% | +700+3.3% | Added |
| Kingswood Wealth Advisors, LLC | 22,079 | $3.48M | 0.40% | +8,557+63.3% | Added |
| Ritholtz Wealth Management | 22,073 | $3.48M | 0.12% | −2,049−8.5% | Reduced |
| Verdence Capital Advisors LLC | 22,057 | $3.48M | 0.32% | −8,116−26.9% | Reduced |
| Robertson Stephens Wealth Management, LLC | 22,046 | $3.48M | 0.19% | +295+1.4% | Added |
| Cape Investment Advisory, Inc. | 22,018 | $3.47M | 1.62% | +1,079+5.2% | Added |
| Mitchell McLeod Pugh & Williams Inc | 22,013 | $3.47M | 0.84% | +479+2.2% | Added |
| Viking Fund Management LLC | 22,000 | $3.47M | 0.63% | +7,000+46.7% | Added |
| Ruffer LLP | 22,000 | $3.47M | 0.13% | 00.0% | Unchanged |
| Symphony Financial, Ltd. Co. | 21,995 | $3.47M | 0.81% | −2,318−9.5% | Reduced |
| Sterling Investment Advisors, Ltd. | 21,990 | $3.47M | 0.98% | +1,652+8.1% | Added |
| Navellier & Associates Inc | 21,909 | $3.46M | 0.43% | +2,948+15.5% | Added |
| Patten Group, Inc. | 21,903 | $3.45M | 0.85% | +1,319+6.4% | Added |
| Te Ahumairangi Investment Management Ltd | 21,824 | $3.44M | 0.60% | +2,190+11.2% | Added |
| Coerente Capital Management | 21,790 | $3.44M | 0.65% | +1,250+6.1% | Added |
| Huber Capital Management LLC | 21,700 | $3.42M | 0.77% | −700−3.1% | Reduced |
| VeraBank, N.A. | 21,699 | $3.42M | 1.07% | −78−0.4% | Reduced |
| Little House Capital LLC | 21,692 | $3.42M | 1.13% | −4,128−16.0% | Reduced |
| Cornerstone Wealth Management, LLC | 21,673 | $3.42M | 0.28% | +698+3.3% | Added |
| Empire Financial Management Company, LLC | 21,661 | $3.42M | 1.13% | +2,511+13.1% | Added |
| International Assets Investment Management, LLC | 21,409 | $3.41M | 0.36% | −61−0.3% | Reduced |
| Advisors Management Group Inc | 21,570 | $3.40M | 0.84% | +659+3.2% | Added |
| CMG Global Holdings, LLC | 21,525 | $3.40M | 2.33% | +62+0.3% | Added |
| HCR Wealth Advisors | 21,521 | $3.39M | 0.51% | +400+1.9% | Added |
| Mach-1 Financial Group, Inc. | 21,515 | $3.39M | 2.59% | −2,349−9.8% | Reduced |
| Red Cedar Investment Management, LLC | 21,498 | $3.39M | 0.42% | −4,441−17.1% | Reduced |
| Norway Savings Bank | 21,463 | $3.39M | 1.41% | −119−0.6% | Reduced |
| Pitcairn Co | 21,437 | $3.38M | 0.22% | +769+3.7% | Added |
| Checchi Capital Advisers, LLC | 21,420 | $3.38M | 0.26% | +518+2.5% | Added |
| Threadgill Financial, LLC | 21,323 | $3.36M | 1.49% | −820−3.7% | Reduced |
| Capital Markets Trading UK LLP | 21,248 | $3.35M | 2.43% | +15,024+241.4% | Added |
| Global Financial Private Client, LLC | 21,062 | $3.35M | 1.44% | +832+4.1% | Added |
| Guardian Investment Management | 21,228 | $3.35M | 2.76% | −575−2.6% | Reduced |
| Beaton Management Co. Inc. | 21,184 | $3.34M | 1.82% | −275−1.3% | Reduced |
| Horst & Graben Wealth Management LLC | 21,147 | $3.34M | 0.68% | +1,041+5.2% | Added |
| Monetary Management Group Inc | 21,028 | $3.32M | 0.92% | +760+3.7% | Added |
| Western Wealth Management, LLC | 21,008 | $3.31M | 0.26% | −11,138−34.6% | Reduced |
| Prelude Capital Management, LLC | 20,994 | $3.31M | 0.23% | +20,994 | New |
| L & S Advisors Inc | 20,948 | $3.30M | 0.37% | +18,149+648.4% | Added |
| Concord Asset Management, LLC | 20,922 | $3.30M | 0.87% | +3,043+17.0% | Added |
| Studio Investment Management LLC | 20,876 | $3.29M | 0.78% | −367−1.7% | Reduced |
| Qsemble Capital Management, LP | 20,867 | $3.29M | 0.72% | +20,867 | New |
| Cox Capital Mgt LLC | 20,863 | $3.29M | 2.03% | +2,200+11.8% | Added |
| GM Advisory Group, Inc. | 20,857 | $3.29M | 0.23% | +1,598+8.3% | Added |
| Shoker Investment Counsel, Inc. | 20,646 | $3.28M | 1.17% | −277−1.3% | Reduced |