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 |
|---|---|---|---|---|---|
| Synergy Financial Management, LLC | 18,350 | $2.89M | 0.49% | +8,325+83.0% | Added |
| Saxon Interests, Inc. | 18,340 | $2.89M | 1.38% | +1,807+10.9% | Added |
| Cigna Investments Inc | 18,339 | $2.89M | 0.55% | −180−1.0% | Reduced |
| Providence Capital Advisors, LLC | 18,326 | $2.89M | 0.63% | +391+2.2% | Added |
| Private Capital Management, LLC | 18,319 | $2.89M | 0.33% | +320+1.8% | Added |
| Philadelphia Trust Co | 18,281 | $2.88M | 0.23% | +405+2.3% | Added |
| Lake Street Financial LLC | 18,279 | $2.88M | 0.40% | +1,616+9.7% | Added |
| Portside Wealth Group, LLC | 18,206 | $2.87M | 0.53% | +3,257+21.8% | Added |
| Patron Partners Advisors, LLC | 18,181 | $2.87M | 1.75% | −94−0.5% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 18,160 | $2.86M | 0.22% | +18,160 | New |
| Green Square Capital Advisors LLC | 18,124 | $2.86M | 0.38% | +4,062+28.9% | Added |
| Pullen Investment Management, LLC | 18,121 | $2.86M | 2.41% | +18,121 | New |
| Bank of Stockton | 18,085 | $2.85M | 0.88% | +429+2.4% | Added |
| SFE Investment Counsel | 18,085 | $2.85M | 0.65% | +3,893+27.4% | Added |
| West Oak Capital, LLC | 18,083 | $2.85M | 1.21% | +140+0.8% | Added |
| Peoples Financial Services Corp. | 18,064 | $2.85M | 1.24% | −585−3.1% | Reduced |
| Stratos Wealth Advisors, LLC | 18,050 | $2.85M | 0.17% | −22,932−56.0% | Reduced |
| Virginia Wealth Management Group, Inc. | 18,047 | $2.85M | 2.33% | +90.0% | Added |
| Oakworth Capital, Inc. | 18,017 | $2.84M | 0.21% | +3,157+21.2% | Added |
| Excalibur Management Corp | 17,993 | $2.84M | 1.20% | +540+3.1% | Added |
| Cooper Financial Group | 17,958 | $2.83M | 0.47% | +353+2.0% | Added |
| Milestone Asset Management, LLC | 17,911 | $2.83M | 0.81% | +17,911 | New |
| Old Port Advisors | 17,880 | $2.82M | 0.86% | +870+5.1% | Added |
| Clear Harbor Asset Management, LLC | 17,878 | $2.82M | 0.25% | −88−0.5% | Reduced |
| Beacon Financial Group | 17,860 | $2.82M | 0.32% | −327−1.8% | Reduced |
| Wilkinson Global Asset Management LLC | 17,857 | $2.82M | 0.18% | +725+4.2% | Added |
| Round Rock Advisors, LLC | 17,727 | $2.80M | 0.67% | −3,940−18.2% | Reduced |
| Pallas Capital Advisors LLC | 17,623 | $2.78M | 0.12% | +23+0.1% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 16,800 | $2.78M | 1.17% | −616−3.5% | Reduced |
| Wealth Alliance | 17,550 | $2.77M | 0.36% | +1,386+8.6% | Added |
| Personal Cfo Solutions, LLC | 17,521 | $2.76M | 0.43% | +736+4.4% | Added |
| Roundview Capital LLC | 17,511 | $2.76M | 0.23% | −150−0.8% | Reduced |
| Evanson Asset Management, LLC | 17,496 | $2.76M | 0.21% | +16+0.1% | Added |
| Trueblood Wealth Management, LLC | 17,488 | $2.76M | 1.58% | +211+1.2% | Added |
| Burney Co | 17,481 | $2.76M | 0.11% | +275+1.6% | Added |
| Garner Asset Management Corp | 17,467 | $2.75M | 1.41% | +520+3.1% | Added |
| Grove Bank & Trust | 17,456 | $2.75M | 0.46% | +772+4.6% | Added |
| Northstar Asset Management LLC | 17,413 | $2.75M | 0.68% | +125+0.7% | Added |
| GTS Securities LLC | 17,352 | $2.74M | 0.07% | −5,646−24.5% | Reduced |
| Acropolis Investment Management, LLC | 17,348 | $2.74M | 0.18% | +106+0.6% | Added |
| Dorsey & Whitney Trust CO LLC | 17,344 | $2.74M | 0.19% | −619−3.4% | Reduced |
| Redmond Asset Management, LLC | 17,305 | $2.73M | 0.87% | −236−1.3% | Reduced |
| ICA Group Wealth Management, LLC | 17,283 | $2.73M | 0.55% | +1,734+11.2% | Added |
| Paradigm Asset Management Co LLC | 17,278 | $2.73M | 0.69% | −450−2.5% | Reduced |
| Chicago Partners Investment Group LLC | 16,723 | $2.72M | 0.12% | −438−2.6% | Reduced |
| Continuum Advisory, LLC | 16,452 | $2.72M | 0.41% | −3,399−17.1% | Reduced |
| Nicholas Hoffman & Company, LLC. | 17,247 | $2.72M | 0.14% | +147+0.9% | Added |
| Fielder Capital Group LLC | 17,243 | $2.72M | 1.22% | −89−0.5% | Reduced |
| Pettee Investors, Inc. | 17,229 | $2.72M | 1.15% | −2,342−12.0% | Reduced |
| Banco de Sabadell, S.A | 17,228 | $2.72M | 2.02% | −246−1.4% | Reduced |
| Joel Isaacson & Co., LLC | 17,186 | $2.71M | 0.15% | +160+0.9% | Added |
| Smith, Moore & Co. | 17,171 | $2.71M | 0.29% | +279+1.7% | Added |
| CSS LLC | 17,158 | $2.71M | 0.22% | +4,984+40.9% | Added |
| South Street Advisors LLC | 17,150 | $2.71M | 0.43% | 00.0% | Unchanged |
| Catalytic Wealth RIA, LLC | 17,126 | $2.70M | 0.54% | +1,390+8.8% | Added |
| Founders Financial Alliance, LLC | 17,084 | $2.69M | 0.81% | −67−0.4% | Reduced |
| Altrafin AG | 17,002 | $2.68M | 0.97% | +8,832+108.1% | Added |
| Delta Investment Management, LLC | 16,987 | $2.68M | 0.61% | +157+0.9% | Added |
| Bristlecone Advisors, LLC | 16,951 | $2.67M | 0.24% | +130+0.8% | Added |
| CNB Bank | 16,927 | $2.67M | 1.30% | −110−0.6% | Reduced |
| Qtron Investments LLC | 16,917 | $2.67M | 0.38% | −1,031−5.7% | Reduced |
| Cohen Capital Management, Inc. | 16,908 | $2.67M | 0.47% | 00.0% | Unchanged |
| Woodard & Co Asset Management Group Inc | 16,859 | $2.66M | 0.71% | +1,561+10.2% | Added |
| Ostrum Asset Management | 16,828 | $2.65M | 0.21% | +4,117+32.4% | Added |
| Johnson Financial Group, Inc. | 16,800 | $2.65M | 0.14% | +3,325+24.7% | Added |
| Asahi Life Asset Management Co., Ltd. | 16,798 | $2.65M | 1.59% | −5,150−23.5% | Reduced |
| Private Capital Advisors, Inc. | 16,763 | $2.64M | 0.33% | 00.0% | Unchanged |
| Ironwood Investment Counsel, LLC | 16,755 | $2.64M | 0.47% | −1,361−7.5% | Reduced |
| Cyndeo Wealth Partners, LLC | 16,753 | $2.64M | 0.22% | +950+6.0% | Added |
| Leibman Financial Services, Inc. | 16,722 | $2.64M | 2.03% | +1,209+7.8% | Added |
| Raab & Moskowitz Asset Management LLC | 16,715 | $2.64M | 0.74% | +184+1.1% | Added |
| Mayflower Financial Advisors, LLC | 16,703 | $2.63M | 0.44% | −72,861−81.4% | Reduced |
| Midland Wealth Advisors LLC | 16,695 | $2.63M | 0.16% | −142−0.8% | Reduced |
| Sterling Investment Management, Inc. | 16,688 | $2.63M | 1.86% | −70.0% | Reduced |
| Transamerica Financial Advisors, Inc. | 16,685 | $2.63M | 0.27% | +9,788+141.9% | Added |
| Modus Advisors, LLC | 16,671 | $2.63M | 0.97% | −38−0.2% | Reduced |
| Trustco Bank Corp N Y | 16,665 | $2.63M | 2.73% | −824−4.7% | Reduced |
| Page Arthur B | 16,660 | $2.63M | 2.70% | +38+0.2% | Added |
| Searle & Co. | 16,639 | $2.62M | 0.67% | 00.0% | Unchanged |
| Fiduciary Group LLC | 16,602 | $2.62M | 0.29% | +783+4.9% | Added |
| Naviter Wealth, LLC | 16,593 | $2.62M | 0.43% | +7,089+74.6% | Added |
| Washington Trust Bank | 16,588 | $2.62M | 0.25% | −965−5.5% | Reduced |
| Resurgent Financial Advisors LLC | 16,563 | $2.61M | 1.39% | −544−3.2% | Reduced |
| Coppell Advisory Solutions Corp. | 16,562 | $2.61M | 0.49% | +16,562 | New |
| Verus Capital Partners, LLC | 16,558 | $2.61M | 0.29% | −670−3.9% | Reduced |
| Jeppson Wealth Management, LLC | 16,558 | $2.61M | 1.01% | +70+0.4% | Added |
| Coastal Investment Advisors, Inc. | 16,521 | $2.61M | 0.54% | −158−0.9% | Reduced |
| Sutton Place Investors LLC | 16,504 | $2.60M | 1.29% | +3,799+29.9% | Added |
| Edmond de Rothschild Holding S.A. | 16,496 | $2.60M | 0.04% | −73,412−81.7% | Reduced |
| Triangle Securities Wealth Management | 16,472 | $2.60M | 0.74% | +313+1.9% | Added |
| Gotham Asset Management, LLC | 16,406 | $2.59M | 0.04% | −1,424−8.0% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 16,398 | $2.59M | 1.23% | +2,269+16.1% | Added |
| Van Cleef Asset Management,Inc | 16,341 | $2.58M | 0.33% | +176+1.1% | Added |
| Nvest Financial, LLC | 16,338 | $2.58M | 1.72% | +612+3.9% | Added |
| Focus Financial Network, Inc. | 16,265 | $2.56M | 0.12% | +16,265 | New |
| Certified Advisory Corp | 16,226 | $2.56M | 0.36% | +106+0.7% | Added |
| Clear Creek Financial Management, LLC | 16,212 | $2.56M | 0.33% | +5,100+45.9% | Added |
| Chesapeake Wealth Management | 16,173 | $2.55M | 0.93% | −346−2.1% | Reduced |
| Chilton Capital Management LLC | 16,097 | $2.54M | 0.12% | −83−0.5% | Reduced |
| Arvest Investments, Inc. | 16,017 | $2.53M | 0.40% | −2,744−14.6% | Reduced |