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 |
|---|---|---|---|---|---|
| Ti-Trust, Inc | 13,998 | $2.21M | 1.62% | 00.0% | Unchanged |
| Dover Advisors, LLC | 13,978 | $2.20M | 1.51% | +6,035+76.0% | Added |
| Providence Wealth Advisors, LLC | 13,852 | $2.20M | 1.88% | −4,731−25.5% | Reduced |
| Harbour Trust & Investment Management Co | 13,918 | $2.20M | 0.28% | −51−0.4% | Reduced |
| New Potomac Partners, LLC | 13,918 | $2.20M | 1.22% | −211−1.5% | Reduced |
| Richard P Slaughter Associates Inc | 13,909 | $2.19M | 0.53% | +13,909 | New |
| Washington Trust Co | 13,882 | $2.19M | 0.08% | −111−0.8% | Reduced |
| St Germain D J Co Inc | 13,881 | $2.19M | 0.11% | +30.0% | Added |
| Lynx Capital Group Ltd | 13,865 | $2.19M | 1.48% | +2,050+17.4% | Added |
| Lodestar Private Asset Management LLC | 13,861 | $2.19M | 0.31% | −237−1.7% | Reduced |
| Dynamic Technology Lab Private Ltd | 13,850 | $2.19M | 0.23% | +13,850 | New |
| Gryphon Financial Partners LLC | 13,832 | $2.18M | 0.36% | +2,428+21.3% | Added |
| Lafayette Investments, Inc. | 13,793 | $2.18M | 0.49% | −50.0% | Reduced |
| Valmark Advisers, Inc. | 13,749 | $2.17M | 0.04% | +519+3.9% | Added |
| Kiley Juergens Wealth Management, LLC | 13,733 | $2.17M | 0.67% | −434−3.1% | Reduced |
| Bank of New Hampshire | 13,725 | $2.16M | 0.57% | −1,262−8.4% | Reduced |
| JFS Wealth Advisors, LLC | 13,721 | $2.16M | 0.17% | −55−0.4% | Reduced |
| GAMMA Investing LLC | 13,717 | $2.16M | 0.44% | +4,153+43.4% | Added |
| Center for Financial Planning, Inc. | 13,712 | $2.16M | 0.32% | +986+7.7% | Added |
| PYA Waltman Capital, LLC | 13,699 | $2.16M | 0.80% | +1,069+8.5% | Added |
| Voloridge Investment Management, LLC | 13,623 | $2.15M | 0.01% | −751,800−98.2% | Reduced |
| Belmont Capital, LLC | 13,571 | $2.14M | 0.58% | 00.0% | Unchanged |
| Pinnacle Holdings, LLC | 13,560 | $2.14M | 0.86% | −718−5.0% | Reduced |
| CoreFirst Bank & Trust | 13,549 | $2.14M | 1.34% | −174−1.3% | Reduced |
| Hedges Asset Management LLC | 13,542 | $2.14M | 1.50% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 13,541 | $2.14M | 0.20% | +609+4.7% | Added |
| BKM Wealth Management, LLC | 13,499 | $2.13M | 0.92% | +2,887+27.2% | Added |
| Letson Investment Management, Inc. | 13,484 | $2.13M | 0.90% | +38+0.3% | Added |
| Cypress Asset Management Inc | 13,017 | $2.12M | 0.58% | −290−2.2% | Reduced |
| Trust Co of Oklahoma | 13,441 | $2.12M | 0.75% | −591−4.2% | Reduced |
| 9258 Wealth Management, LLC | 13,439 | $2.12M | 0.33% | −95−0.7% | Reduced |
| Owen LaRue, LLC | 13,423 | $2.12M | 1.32% | −4,250−24.0% | Reduced |
| New Hampshire Trust | 13,421 | $2.12M | 0.49% | −450−3.2% | Reduced |
| Schear Investment Advisers, LLC | 13,411 | $2.12M | 1.70% | +432+3.3% | Added |
| Ethic Inc. | 13,381 | $2.11M | 0.05% | +2,108+18.7% | Added |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 13,379 | $2.11M | 0.37% | +412+3.2% | Added |
| Hartline Investment Corp | 13,379 | $2.11M | 0.37% | +10,108+309.0% | Added |
| Compton Wealth Advisory Group, LLC | 13,326 | $2.10M | 0.58% | +287+2.2% | Added |
| Wedmont Private Capital | 12,966 | $2.10M | 0.15% | +2,678+26.0% | Added |
| Curbstone Financial Management Corp | 13,296 | $2.10M | 0.45% | −760−5.4% | Reduced |
| NovaPoint Capital, LLC | 13,291 | $2.10M | 0.73% | −865−6.1% | Reduced |
| Uncommon Cents Investing LLC | 13,271 | $2.09M | 0.64% | +640+5.1% | Added |
| Oak Family Advisors, LLC | 13,247 | $2.09M | 0.80% | −1,391−9.5% | Reduced |
| Wealth Management Partners, LLC | 13,242 | $2.09M | 1.06% | +210+1.6% | Added |
| Jackson Hole Capital Partners, LLC | 13,208 | $2.08M | 0.48% | 00.0% | Unchanged |
| Clarkston Capital Partners, LLC | 13,190 | $2.08M | 0.04% | −443−3.2% | Reduced |
| Allred Capital Management, LLC | 13,181 | $2.08M | 0.81% | −1,121−7.8% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 13,180 | $2.08M | 0.15% | −1,945−12.9% | Reduced |
| McDaniel Terry & Co | 13,166 | $2.08M | 0.18% | +175+1.3% | Added |
| Eaton Financial Holdings Company, LLC | 13,161 | $2.08M | 1.08% | +2,303+21.2% | Added |
| Fortune Financial Advisors, LLC | 13,154 | $2.07M | 1.31% | −2,006−13.2% | Reduced |
| Pin Oak Investment Advisors Inc | 13,142 | $2.07M | 1.99% | −125−0.9% | Reduced |
| Scott & Selber, Inc. | 13,125 | $2.07M | 0.70% | +31+0.2% | Added |
| Eads & Heald Wealth Management | 13,097 | $2.07M | 0.96% | −864−6.2% | Reduced |
| Everpar Advisors LLC | 13,069 | $2.06M | 1.25% | +3,640+38.6% | Added |
| Legacy Financial Advisors, Inc. | 13,055 | $2.06M | 0.37% | +1,117+9.4% | Added |
| Brown Miller Wealth Management, LLC | 13,026 | $2.05M | 0.91% | +810+6.6% | Added |
| St. Louis Financial Planners Asset Management, LLC | 12,784 | $2.05M | 1.85% | +1,493+13.2% | Added |
| Mendel Money Management | 12,991 | $2.05M | 0.95% | −120−0.9% | Reduced |
| InTrack Investment Management Inc | 12,981 | $2.05M | 1.52% | +249+2.0% | Added |
| Aviance Capital Partners, LLC | 12,965 | $2.05M | 0.30% | +7,800+151.0% | Added |
| TrinityPoint Wealth, LLC | 12,959 | $2.04M | 0.34% | +2,313+21.7% | Added |
| Home Federal Bank of Tennessee | 12,954 | $2.04M | 0.63% | 00.0% | Unchanged |
| Full Sail Capital, LLC | 12,927 | $2.04M | 0.14% | +90+0.7% | Added |
| Investment House LLC | 12,912 | $2.04M | 0.12% | +12,912 | New |
| Keystone Financial Group | 12,906 | $2.04M | 0.30% | +1,689+15.1% | Added |
| Montchanin Asset Management, LLC | 12,904 | $2.04M | 1.99% | +12,904 | New |
| Aft, Forsyth & Sober, LLC | 12,900 | $2.03M | 0.72% | −550−4.1% | Reduced |
| WealthShield Partners, LLC | 12,891 | $2.03M | 0.33% | −5,532−30.0% | Reduced |
| Community Financial Services Group, LLC | 12,852 | $2.03M | 0.46% | +12,852 | New |
| Martin & Co Inc | 12,839 | $2.03M | 0.49% | −351−2.7% | Reduced |
| Inlet Private Wealth, LLC | 12,838 | $2.03M | 0.57% | −50−0.4% | Reduced |
| LGT Financial Advisors LLC | 12,835 | $2.02M | 2.35% | +39+0.3% | Added |
| Catalyst Capital Advisors LLC | 12,827 | $2.02M | 0.05% | +11,827+1,182.7% | Added |
| Onyx Bridge Wealth Group LLC | 12,173 | $2.02M | 0.36% | +208+1.7% | Added |
| Hendershot Investments Inc. | 12,759 | $2.01M | 0.29% | −36−0.3% | Reduced |
| Bank Ozk | 12,739 | $2.01M | 0.90% | −371−2.8% | Reduced |
| Horizon Wealth Management, LLC | 12,735 | $2.01M | 0.52% | +10,165+395.5% | Added |
| First City Capital Management, Inc. | 12,713 | $2.01M | 1.11% | −504−3.8% | Reduced |
| Gratus Capital LLC | 12,710 | $2.00M | 0.09% | +1,031+8.8% | Added |
| Stableford Capital II LLC | 12,700 | $2.00M | 0.80% | −246−1.9% | Reduced |
| LRI Investments, LLC | 12,699 | $2.00M | 0.51% | +12,699 | New |
| Cape Ann Savings Bank | 12,691 | $2.00M | 1.25% | −438−3.3% | Reduced |
| Pacitti Group Inc. | 12,679 | $2.00M | 1.08% | +1,162+10.1% | Added |
| Joseph Group Capital Management | 12,663 | $2.00M | 1.00% | +3,278+34.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 12,646 | $1.99M | 0.29% | −1,041−7.6% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 12,645 | $1.99M | 0.49% | −9,040−41.7% | Reduced |
| CRA Financial Services, LLC | 12,643 | $1.99M | 0.43% | +23+0.2% | Added |
| Centiva Capital, LP | 12,631 | $1.99M | 0.11% | +12,532+12,658.6% | Added |
| Solidarilty Wealth, LLC | 12,624 | $1.99M | 0.62% | +8,649+217.6% | Added |
| Guardian Capital LP | 12,554 | $1.98M | 0.07% | −152−1.2% | Reduced |
| Wellington Shields & Co., LLC | 12,541 | $1.98M | 0.66% | −105−0.8% | Reduced |
| Financial Management Network Inc | 12,287 | $1.97M | 0.50% | −1,648−11.8% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 12,484 | $1.97M | 0.04% | +330+2.7% | Added |
| Pacific Capital Wealth Advisors, Inc | 12,465 | $1.97M | 0.46% | +73+0.6% | Added |
| Hayek Kallen Investment Management | 12,463 | $1.97M | 0.75% | +8+0.1% | Added |
| Smithbridge Asset Management Inc | 12,453 | $1.96M | 0.41% | 00.0% | Unchanged |
| ICW Investment Advisors LLC | 12,452 | $1.96M | 0.87% | +456+3.8% | Added |
| Turtle Creek Wealth Advisors, LLC | 12,445 | $1.96M | 0.48% | +124+1.0% | Added |
| Bedell Frazier Investment Counseling, LLC | 12,433 | $1.96M | 0.49% | −2,172−14.9% | Reduced |