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 |
|---|---|---|---|---|---|
| Iat Reinsurance Co Ltd. | 32,000 | $2.52M | 1.12% | +16,000+100.0% | Added |
| Berkshire Bank | 15,956 | $2.52M | 0.63% | −1,095−6.4% | Reduced |
| Trivant Custom Portfolio Group, LLC | 15,933 | $2.51M | 1.60% | −16,480−50.8% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 15,423 | $2.51M | 1.38% | +321+2.1% | Added |
| Counterweight Ventures, LLC | 15,905 | $2.51M | 2.02% | +2,312+17.0% | Added |
| Van Strum & Towne Inc. | 15,865 | $2.50M | 0.91% | +200+1.3% | Added |
| Schechter Investment Advisors, LLC | 15,834 | $2.50M | 0.19% | +705+4.7% | Added |
| TKG Advisors, LLC | 15,787 | $2.49M | 1.39% | +1,615+11.4% | Added |
| Fort Point Capital Partners LLC | 15,606 | $2.46M | 0.33% | +10.0% | Added |
| Sentinel Trust Co Lba | 15,601 | $2.46M | 0.32% | 00.0% | Unchanged |
| Bull Street Advisors, LLC | 15,591 | $2.46M | 1.18% | +992+6.8% | Added |
| First Bank & Trust | 15,559 | $2.45M | 0.51% | +3,581+29.9% | Added |
| Parkside Financial Bank & Trust | 15,538 | $2.45M | 0.39% | +1,278+9.0% | Added |
| Finer Wealth Management, Inc. | 15,530 | $2.45M | 1.61% | −134−0.9% | Reduced |
| Adirondack Trust Co | 15,519 | $2.45M | 1.02% | −207−1.3% | Reduced |
| Somerset Group LLC | 15,513 | $2.45M | 2.29% | +250+1.6% | Added |
| Wealth Effects LLC | 15,510 | $2.45M | 0.90% | −1,485−8.7% | Reduced |
| Intact Investment Management Inc. | 15,500 | $2.44M | 0.10% | −22,100−58.8% | Reduced |
| Private Portfolio Partners LLC | 15,486 | $2.44M | 0.51% | +205+1.3% | Added |
| Leelyn Smith, LLC | 15,463 | $2.44M | 0.49% | −214−1.4% | Reduced |
| Smith Chas P & Associates Pa Cpas | 15,455 | $2.44M | 0.15% | −144−0.9% | Reduced |
| Insight Inv LLC | 15,440 | $2.44M | 2.11% | +85+0.6% | Added |
| Cassaday & Co Wealth Management LLC | 15,437 | $2.44M | 0.08% | +53+0.3% | Added |
| Bontempo Ohly Capital Mgmt LLC | 15,426 | $2.43M | 1.19% | +1,417+10.1% | Added |
| Capital Advisors Wealth Management, LLC | 15,424 | $2.43M | 0.50% | +634+4.3% | Added |
| Arrow Financial Corp | 15,419 | $2.43M | 0.24% | −128−0.8% | Reduced |
| DeDora Capital, Inc. | 15,398 | $2.43M | 0.77% | +253+1.7% | Added |
| Edmp, Inc. | 15,370 | $2.42M | 2.02% | −104−0.7% | Reduced |
| SageView Advisory Group, LLC | 15,359 | $2.42M | 0.14% | −7,488−32.8% | Reduced |
| Atlantic Trust, LLC | 15,350 | $2.42M | 0.63% | −851−5.3% | Reduced |
| Birch Hill Investment Advisors LLC | 15,314 | $2.42M | 0.12% | −1,353−8.1% | Reduced |
| Titleist Asset Management, LLC | 15,313 | $2.42M | 0.42% | +575+3.9% | Added |
| Delta Financial Advisors LLC | 15,310 | $2.42M | 0.96% | −69−0.4% | Reduced |
| Traynor Capital Management, Inc. | 15,307 | $2.41M | 0.23% | +1,529+11.1% | Added |
| WealthTrust Axiom LLC | 15,297 | $2.41M | 0.78% | −797−5.0% | Reduced |
| Perpetual Ltd | 16,112 | $2.41M | 0.02% | −1,962−10.9% | Reduced |
| Pacific Center for Financial Services | 15,221 | $2.40M | 0.68% | +91+0.6% | Added |
| TrueMark Investments, LLC | 15,218 | $2.40M | 2.20% | −302−1.9% | Reduced |
| Newman Dignan & Sheerar, Inc. | 15,185 | $2.40M | 0.64% | −39−0.3% | Reduced |
| Manhattan West Asset Management, LLC | 15,178 | $2.39M | 0.57% | +930+6.5% | Added |
| Harbour Investment Management LLC | 15,160 | $2.39M | 1.12% | −35−0.2% | Reduced |
| GeoWealth Management, LLC | 15,158 | $2.39M | 0.09% | +3,271+27.5% | Added |
| Lindenwold Advisors | 15,154 | $2.39M | 1.28% | +1,950+14.8% | Added |
| Hoertkorn Richard Charles | 15,097 | $2.38M | 1.02% | −200−1.3% | Reduced |
| Accordant Advisory Group Inc | 15,083 | $2.38M | 1.78% | +15,083 | New |
| Lloyd Advisory Services, LLC. | 15,070 | $2.38M | 0.51% | +12,365+457.1% | Added |
| Keudell/Morrison Wealth Management | 15,068 | $2.38M | 0.72% | +265+1.8% | Added |
| JTC Employer Solutions Trusteee Ltd | 15,178 | $2.37M | 0.15% | 00.0% | Unchanged |
| Weik Capital Management | 15,040 | $2.37M | 1.01% | +1,535+11.4% | Added |
| Wasatch Advisors Inc | 15,025 | $2.37M | 0.01% | +15,025 | New |
| Constant Guidance Financial LLC | 14,766 | $2.37M | 2.19% | +14,766 | New |
| Fifth Third Wealth Advisors LLC | 15,009 | $2.37M | 0.37% | +3,565+31.2% | Added |
| Marietta Investment Partners LLC | 14,971 | $2.36M | 0.52% | −200−1.3% | Reduced |
| Raleigh Capital Management Inc. | 14,967 | $2.36M | 1.02% | +948+6.8% | Added |
| O'Brien Greene & Co. Inc | 14,956 | $2.36M | 0.78% | −314−2.1% | Reduced |
| SignalPoint Asset Management, LLC | 14,947 | $2.36M | 0.65% | +630+4.4% | Added |
| Prevail Innovative Wealth Advisors, LLC | 14,939 | $2.36M | 0.88% | +4,148+38.4% | Added |
| Founders Financial Securities LLC | 14,929 | $2.35M | 0.25% | +3,828+34.5% | Added |
| First United Bank Trust | 14,865 | $2.34M | 0.87% | +150+1.0% | Added |
| Pavion Blue Capital, LLC | 14,862 | $2.34M | 1.16% | 00.0% | Unchanged |
| Systematic Alpha Investments, LLC | 14,854 | $2.34M | 0.09% | 00.0% | Unchanged |
| World Equity Group, Inc. | 14,824 | $2.34M | 0.48% | +80+0.5% | Added |
| Herbst Group, LLC | 14,850 | $2.34M | 1.45% | −450−2.9% | Reduced |
| Private Harbour Investment Management & Counsel, LLC | 14,836 | $2.34M | 2.52% | −130−0.9% | Reduced |
| Wilkins Investment Counsel Inc | 14,815 | $2.34M | 0.34% | +12,580+562.9% | Added |
| Alexander Labrunerie & Co., Inc. | 14,816 | $2.34M | 1.30% | +14,816 | New |
| Ahl Investment Management, Inc. | 14,807 | $2.34M | 1.79% | +878+6.3% | Added |
| Karpas Strategies, LLC | 14,729 | $2.32M | 0.72% | +44+0.3% | Added |
| Grandview Asset Management LLC | 14,728 | $2.32M | 1.05% | −71−0.5% | Reduced |
| Slagle Financial, LLC | 14,703 | $2.32M | 1.26% | −38,273−72.2% | Reduced |
| Sargent Investment Group, LLC | 14,691 | $2.32M | 0.51% | −2,300−13.5% | Reduced |
| Knuff & Co LLC | 14,659 | $2.31M | 0.78% | +1,900+14.9% | Added |
| Central Pacific Bank - Trust Division | 14,476 | $2.30M | 0.29% | +14,476 | New |
| Clarius Group, LLC | 14,564 | $2.30M | 0.16% | −1,456−9.1% | Reduced |
| Perennial Investment Advisors, LLC | 14,557 | $2.30M | 0.35% | +910+6.7% | Added |
| Longfellow Investment Management Co LLC | 14,556 | $2.30M | 0.52% | +109+0.8% | Added |
| Outlook Wealth Advisors, LLC | 14,556 | $2.30M | 0.71% | +1,944+15.4% | Added |
| Verition Fund Management LLC | 14,553 | $2.30M | 0.02% | −5,440−27.2% | Reduced |
| Monarch Capital Management Inc | 14,552 | $2.30M | 0.65% | +50+0.3% | Added |
| Berkeley Capital Partners, LLC | 14,543 | $2.29M | 0.70% | +792+5.8% | Added |
| Winslow Asset Management Inc | 14,515 | $2.29M | 0.43% | −225−1.5% | Reduced |
| Arbor Capital Management Inc | 14,020 | $2.28M | 2.16% | −3,644−20.6% | Reduced |
| Alpine Woods Capital Investors, LLC | 14,132 | $2.28M | 0.45% | −35,907−71.8% | Reduced |
| Whitener Capital Management, Inc. | 14,435 | $2.28M | 0.75% | +871+6.4% | Added |
| Abundance Wealth Counselors | 14,415 | $2.27M | 0.52% | +450+3.2% | Added |
| Magnus Financial Group LLC | 14,410 | $2.27M | 0.27% | +716+5.2% | Added |
| Argonautica Private Wealth Management, Inc | 14,358 | $2.26M | 0.81% | +467+3.4% | Added |
| Pinnacle West Asset Management, Inc. | 14,315 | $2.26M | 1.79% | +10+0.1% | Added |
| Somerset Trust Co | 14,236 | $2.25M | 0.92% | +449+3.3% | Added |
| Lighthouse Investment Partners, LLC | 14,217 | $2.24M | 0.13% | +14,217 | New |
| CIC Wealth, LLC | 14,185 | $2.24M | 0.65% | +411+3.0% | Added |
| Notis-McConarty Edward | 14,170 | $2.24M | 0.88% | −435−3.0% | Reduced |
| Horizon Kinetics Asset Management LLC | 14,083 | $2.22M | 0.04% | −100−0.7% | Reduced |
| Brady Family Wealth, LLC | 14,074 | $2.22M | 0.72% | −425−2.9% | Reduced |
| Norden Group LLC | 14,031 | $2.21M | 0.45% | +5,987+74.4% | Added |
| Cascade Investment Group, Inc. | 14,030 | $2.21M | 1.66% | +178+1.3% | Added |
| Symmetry Partners, LLC | 14,025 | $2.21M | 0.17% | −2,226−13.7% | Reduced |
| Ategra Capital Management, LLC | 14,022 | $2.21M | 1.02% | +14,022 | New |
| Chemung Canal Trust Co | 14,005 | $2.21M | 0.43% | −249−1.7% | Reduced |
| Convergence Investment Partners, LLC | 14,006 | $2.21M | 0.85% | −321−2.2% | Reduced |