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 |
|---|---|---|---|---|---|
| Mather Group, LLC. | 21,992 | $3.28M | 0.05% | −3,701−14.4% | Reduced |
| Liberty Wealth Management LLC | 20,748 | $3.27M | 0.64% | −862−4.0% | Reduced |
| Middleton & Co Inc | 20,712 | $3.27M | 0.38% | 00.0% | Unchanged |
| Fairview Capital Investment Management, LLC | 20,672 | $3.26M | 0.18% | +60+0.3% | Added |
| Lineweaver Wealth Advisors, LLC | 20,601 | $3.25M | 0.77% | +1,122+5.8% | Added |
| Caldwell Sutter Capital, Inc. | 20,605 | $3.25M | 1.56% | +141+0.7% | Added |
| Main Street Financial Solutions, LLC | 20,549 | $3.24M | 0.35% | +3,918+23.6% | Added |
| Paloma Partners Management Co | 20,504 | $3.23M | 0.47% | +20,023+4,162.8% | Added |
| Cidel Asset Management Inc | 20,489 | $3.23M | 0.25% | +962+4.9% | Added |
| Steward Partners Investment Solutions, LLC | 20,488 | $3.23M | 0.54% | +12,764+165.3% | Added |
| TFG Advisers LLC | 20,483 | $3.23M | 1.26% | +261+1.3% | Added |
| Financial Advisory Partners, LLC | 20,447 | $3.23M | 1.25% | −3,001−12.8% | Reduced |
| Coastline Trust Co | 20,443 | $3.22M | 0.39% | −11,034−35.1% | Reduced |
| Mount Yale Investment Advisors, LLC | 20,439 | $3.22M | 0.25% | +9,655+89.5% | Added |
| Erste Asset Management GmbH | 20,479 | $3.22M | 0.04% | −4,092−16.7% | Reduced |
| Trilogy Capital Inc. | 20,412 | $3.22M | 0.19% | +1,992+10.8% | Added |
| Gables Capital Management Inc. | 20,356 | $3.21M | 1.77% | +425+2.1% | Added |
| Acadian Asset Management LLC | 20,331 | $3.20M | 0.01% | −91,867−81.9% | Reduced |
| McKinley Carter Wealth Services, Inc. | 20,284 | $3.20M | 0.21% | −97−0.5% | Reduced |
| TTP Investments, Inc. | 20,271 | $3.20M | 1.40% | −479−2.3% | Reduced |
| Trust Point Inc. | 20,217 | $3.19M | 0.25% | +187+0.9% | Added |
| Duff & Phelps Investment Management Co | 20,206 | $3.19M | 0.04% | +594+3.0% | Added |
| Kelly Lawrence W & Associates Inc | 20,194 | $3.19M | 0.72% | 00.0% | Unchanged |
| Cardiff Park Advisors, LLC | 20,190 | $3.18M | 0.30% | +29+0.1% | Added |
| Albion Financial Group | 20,175 | $3.18M | 0.25% | +1,047+5.5% | Added |
| LCNB Corp | 20,144 | $3.18M | 1.15% | −71−0.4% | Reduced |
| Wealth Alliance Advisory Group, LLC | 20,086 | $3.17M | 0.74% | −748−3.6% | Reduced |
| Benin Management CORP | 20,051 | $3.16M | 1.00% | +2,205+12.4% | Added |
| WCG Wealth Advisors LLC | 20,027 | $3.16M | 0.26% | −7,834−28.1% | Reduced |
| Granby Capital Management, LLC | 20,000 | $3.15M | 1.54% | 00.0% | Unchanged |
| P&S Credit Management, L.P. | 20,000 | $3.15M | 17.10% | +20,000 | New |
| Jade Capital Advisors, LLC | 20,000 | $3.15M | 2.38% | +20,000 | New |
| Atlanta Consulting Group Advisors, LLC | 19,969 | $3.15M | 1.09% | +19,969 | New |
| Financial Sense Advisors, Inc. | 19,929 | $3.14M | 1.12% | −1,463−6.8% | Reduced |
| Quadrant Capital Group LLC | 19,924 | $3.14M | 0.25% | −202−1.0% | Reduced |
| White Pine Capital LLC | 19,460 | $3.14M | 1.19% | −167−0.9% | Reduced |
| Second Line Capital, LLC | 19,847 | $3.13M | 1.02% | +471+2.4% | Added |
| Krilogy Financial LLC | 19,828 | $3.13M | 0.24% | +5,592+39.3% | Added |
| Hudock, Inc. | 19,815 | $3.13M | 0.69% | +1,618+8.9% | Added |
| WP Advisors, LLC | 19,799 | $3.12M | 1.02% | +259+1.3% | Added |
| Marcum Wealth, LLC | 19,759 | $3.12M | 0.32% | +2,152+12.2% | Added |
| Liberty One Investment Management, LLC | 19,726 | $3.11M | 0.35% | +1,750+9.7% | Added |
| Orleans Capital Management Corp | 19,724 | $3.11M | 2.04% | −5,450−21.6% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 19,714 | $3.11M | 0.33% | −413−2.1% | Reduced |
| Mystic Asset Management, Inc. | 19,687 | $3.11M | 1.29% | +875+4.7% | Added |
| Cohen Investment Advisors LLC | 19,684 | $3.10M | 2.01% | +1,907+10.7% | Added |
| Greenwood Capital Associates LLC | 19,669 | $3.10M | 0.41% | −260−1.3% | Reduced |
| Quadcap Wealth Management, LLC | 19,647 | $3.10M | 0.70% | −1,151−5.5% | Reduced |
| Botty Investors LLC | 19,610 | $3.09M | 1.29% | 00.0% | Unchanged |
| Granite Investment Partners, LLC | 19,602 | $3.09M | 0.12% | 00.0% | Unchanged |
| Sculati Wealth Management, LLC | 19,565 | $3.09M | 1.33% | +202+1.0% | Added |
| Tortoise Capital Advisors, L.L.C. | 19,528 | $3.08M | 0.04% | 00.0% | Unchanged |
| Insigneo Advisory Services, LLC | 19,475 | $3.07M | 0.36% | +186+1.0% | Added |
| Sippican Capital Advisors | 19,473 | $3.07M | 2.39% | −2,651−12.0% | Reduced |
| Cutter & CO Brokerage, Inc. | 19,368 | $3.06M | 0.75% | −857−4.2% | Reduced |
| New Century Financial Group, LLC | 19,335 | $3.05M | 2.11% | +14,217+277.8% | Added |
| DT Investment Partners, LLC | 19,318 | $3.05M | 0.31% | −812−4.0% | Reduced |
| Matrix Private Capital Group LLC | 19,301 | $3.04M | 2.06% | −90.0% | Reduced |
| Kampmann Melissa S. | 19,292 | $3.04M | 2.19% | +2,700+16.3% | Added |
| Rehmann Capital Advisory Group | 19,272 | $3.04M | 0.23% | +1,405+7.9% | Added |
| Wealth Group, Ltd. | 19,227 | $3.03M | 2.29% | +19,227 | New |
| Hunter Associates Investment Management LLC | 19,155 | $3.03M | 0.51% | −247−1.3% | Reduced |
| GSB Wealth Management, LLC | 19,157 | $3.02M | 0.85% | −11−0.1% | Reduced |
| Modern Wealth Management, LLC | 19,104 | $3.01M | 0.28% | +16,463+623.4% | Added |
| Arden Trust Co | 19,084 | $3.01M | 0.42% | −1,148−5.7% | Reduced |
| Aspiriant, LLC | 19,074 | $3.01M | 0.12% | −327−1.7% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 19,000 | $3.00M | 0.71% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 18,994 | $3.00M | 0.80% | −850−4.3% | Reduced |
| 180 Wealth Advisors, LLC | 18,993 | $3.00M | 0.54% | −801−4.0% | Reduced |
| SFMG, LLC | 18,989 | $3.00M | 0.26% | −378−2.0% | Reduced |
| Vectors Research Management, LLC | 18,966 | $2.99M | 0.85% | −61,443−76.4% | Reduced |
| CFM Wealth Partners LLC | 18,949 | $2.99M | 0.60% | +849+4.7% | Added |
| Legacy Advisors, LLC | 18,935 | $2.99M | 0.38% | −3,790−16.7% | Reduced |
| Holocene Advisors, LP | 18,932 | $2.99M | 0.01% | +18,932 | New |
| MONECO Advisors, LLC | 18,887 | $2.98M | 0.47% | +1,238+7.0% | Added |
| Sigma Investment Counselors Inc | 18,855 | $2.97M | 0.19% | −458−2.4% | Reduced |
| Missouri Trust & Investment Co | 18,841 | $2.97M | 1.15% | −730−3.7% | Reduced |
| Siemens Fonds Invest GmbH | 18,823 | $2.97M | 0.23% | −865−4.4% | Reduced |
| Sit Investment Associates Inc | 18,807 | $2.97M | 0.07% | −600−3.1% | Reduced |
| Smithfield Trust Co | 18,784 | $2.96M | 0.16% | −140−0.7% | Reduced |
| Bangor Savings Bank | 18,774 | $2.96M | 0.30% | +789+4.4% | Added |
| Summit Global Investments | 18,760 | $2.96M | 0.22% | −31,029−62.3% | Reduced |
| Umpqua Bank | 18,749 | $2.96M | 1.21% | +18,749 | New |
| RMR Wealth Builders | 18,738 | $2.96M | 0.36% | +3,367+21.9% | Added |
| Prosperitas Financial LLC | 18,710 | $2.95M | 1.89% | +442+2.4% | Added |
| Hutchinson Capital Management | 18,692 | $2.95M | 0.60% | −90.0% | Reduced |
| Boyd Watterson Asset Management LLC | 18,691 | $2.95M | 1.06% | +360+2.0% | Added |
| Wimmer Associates 1, LLC | 18,677 | $2.95M | 1.55% | +423+2.3% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 18,173 | $2.94M | 0.56% | −125−0.7% | Reduced |
| Kavar Capital Partners Group, LLC | 18,618 | $2.94M | 0.54% | −4,274−18.7% | Reduced |
| Consolidated Investment Group LLC | 18,600 | $2.93M | 0.47% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 18,600 | $2.93M | 1.00% | +5,524+42.2% | Added |
| Field & Main Bank | 18,593 | $2.93M | 1.14% | +34+0.2% | Added |
| Chase Investment Counsel Corp | 18,560 | $2.93M | 1.09% | +181+1.0% | Added |
| Painted Porch Advisors LLC | 18,490 | $2.92M | 1.78% | +71+0.4% | Added |
| Pearl River Capital, LLC | 18,417 | $2.91M | 0.46% | +18,417 | New |
| Employees Retirement System of Texas | 18,410 | $2.90M | 0.03% | −12,150−39.8% | Reduced |
| Jump Financial, LLC | 18,374 | $2.90M | 0.08% | +333+1.8% | Added |
| Harbor Investment Advisory, LLC | 18,369 | $2.90M | 0.30% | +146+0.8% | Added |
| Quadrant Private Wealth Management, LLC | 18,356 | $2.90M | 0.73% | +978+5.6% | Added |