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 | 4,312 | $298.0B |
| Q4 2025 | 3,994 | $223.3B |
| Q3 2025 | 3,803 | $225.3B |
| Q2 2025 | 3,708 | $189.0B |
| Q1 2025 | 3,826 | $222.9B |
| Q4 2024 | 3,765 | $194.0B |
| Q3 2024 | 3,488 | $198.0B |
| Q2 2024 | 3,511 | $214.0B |
| Q1 2024 | 3,523 | $212.7B |
| Q4 2023 | 3,478 | $200.3B |
| Q3 2023 | 3,339 | $222.6B |
| Q2 2023 | 3,286 | $205.0B |
| Q1 2023 | 3,273 | $217.1B |
| Q4 2022 | 3,289 | $243.6B |
| Q3 2022 | 3,057 | $195.7B |
| Q2 2022 | 3,060 | $198.4B |
| Q1 2022 | 3,071 | $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 |
|---|---|---|---|---|---|
| Dynamic Advisor Solutions LLC | 103,715 | $16.4M | 0.55% | +8,690+9.1% | Added |
| TruWealth Advisors, LLC | 103,268 | $16.3M | 1.14% | −53,962−34.3% | Reduced |
| M&G Plc | 103,041 | $16.3M | 0.10% | +103,041 | New |
| Old National Bancorp | 103,169 | $16.3M | 0.39% | −529−0.5% | Reduced |
| EP Wealth Advisors, LLC | 103,084 | $16.3M | 0.19% | +3,847+3.9% | Added |
| FourThought Financial Partners, LLC | 102,432 | $16.2M | 1.85% | +37,840+58.6% | Added |
| Securian Asset Management, Inc | 102,157 | $16.1M | 0.47% | −9,031−8.1% | Reduced |
| Telos Capital Management, Inc. | 101,247 | $16.0M | 1.80% | +5,447+5.7% | Added |
| Venture Visionary Partners LLC | 101,108 | $15.9M | 0.76% | +2,946+3.0% | Added |
| Louisiana State Employees Retirement System | 101,000 | $15.9M | 0.31% | −5,100−4.8% | Reduced |
| Mengis Capital Management, Inc. | 100,581 | $15.9M | 2.45% | +3,962+4.1% | Added |
| Savoie Capital LLC | 100,475 | $15.8M | 2.25% | +3,175+3.3% | Added |
| Vident Advisory, LLC | 100,316 | $15.8M | 0.33% | +1,363+1.4% | Added |
| Castle Rock Wealth Management, LLC | 99,125 | $15.8M | 4.32% | +3,317+3.5% | Added |
| Exencial Wealth Advisors, LLC | 100,258 | $15.8M | 0.59% | −948−0.9% | Reduced |
| Parsons Capital Management Inc | 100,018 | $15.8M | 1.08% | +17,835+21.7% | Added |
| Charter Trust Co | 99,426 | $15.7M | 1.05% | −2,591−2.5% | Reduced |
| Bridgeway Capital Management, LLC | 99,316 | $15.7M | 0.32% | +9,436+10.5% | Added |
| Stewart & Patten Co LLC | 99,187 | $15.6M | 2.34% | +401+0.4% | Added |
| National Mutual Insurance Federation of Agricultural Cooperatives | 99,000 | $15.6M | 0.17% | 00.0% | Unchanged |
| Wilbanks Smith & Thomas Asset Management LLC | 98,709 | $15.6M | 0.44% | +3,476+3.6% | Added |
| RMB Capital Management, LLC | 98,588 | $15.6M | 0.36% | +11,983+13.8% | Added |
| Highland Capital Management, LLC | 97,996 | $15.5M | 0.89% | −591−0.6% | Reduced |
| Quantinno Capital Management LP | 97,953 | $15.5M | 0.34% | +43,216+79.0% | Added |
| First Horizon Advisors, Inc. | 97,456 | $15.4M | 0.48% | −2,245−2.3% | Reduced |
| Beese Fulmer Investment Management, Inc. | 97,291 | $15.3M | 1.44% | +3,417+3.6% | Added |
| Moors & Cabot, Inc. | 97,277 | $15.3M | 0.83% | −259−0.3% | Reduced |
| LVM Capital Management Ltd | 96,379 | $15.2M | 1.80% | +4,527+4.9% | Added |
| Hantz Financial Services, Inc. | 96,277 | $15.2M | 0.30% | −6,146−6.0% | Reduced |
| Richard C. Young & CO., LTD. | 95,728 | $15.1M | 1.90% | +1,037+1.1% | Added |
| Trust Co of Virginia | 95,548 | $15.1M | 1.44% | −1,936−2.0% | Reduced |
| Thompson Siegel & Walmsley LLC | 95,529 | $15.1M | 0.23% | −759−0.8% | Reduced |
| Ieq Capital, LLC | 94,457 | $14.9M | 0.21% | +18,574+24.5% | Added |
| Hancock Whitney Corp | 93,794 | $14.8M | 0.51% | −2,043−2.1% | Reduced |
| Bryn Mawr Trust Co | 93,449 | $14.7M | 0.57% | +93,449 | New |
| Motco | 93,088 | $14.7M | 0.88% | +3,125+3.5% | Added |
| Lincoln National Corp | 92,649 | $14.6M | 0.23% | +9,663+11.6% | Added |
| Americana Partners, LLC | 92,475 | $14.6M | 1.22% | +1,195+1.3% | Added |
| Palisade Asset Management, LLC | 92,386 | $14.6M | 1.42% | +275+0.3% | Added |
| Fulton Breakefield Broenniman LLC | 92,382 | $14.6M | 1.12% | +5,299+6.1% | Added |
| LGT Group Foundation | 91,092 | $14.4M | 0.34% | +50+0.1% | Added |
| Miramar Capital, LLC | 88,275 | $14.4M | 3.63% | +336+0.4% | Added |
| Levin Capital Strategies, L.P. | 90,909 | $14.3M | 1.45% | +42,440+87.6% | Added |
| Spirit of America Management Corp | 90,890 | $14.3M | 2.89% | −5,800−6.0% | Reduced |
| Daymark Wealth Partners, LLC | 188,146 | $14.3M | 0.77% | +5,815+3.2% | Added |
| SlateStone Wealth, LLC | 90,718 | $14.3M | 1.44% | +34,611+61.7% | Added |
| NBT Bank N A | 90,435 | $14.3M | 1.04% | −2,001−2.2% | Reduced |
| Mutual Advisors, LLC | 90,018 | $14.2M | 0.46% | +5,033+5.9% | Added |
| Adams Diversified Equity Fund, Inc. | 89,500 | $14.1M | 0.50% | +89,500 | New |
| Ziegler Capital Management, LLC | 89,010 | $14.1M | 0.54% | −10,619−10.7% | Reduced |
| Balyasny Asset Management LLC | 88,978 | $14.0M | 0.04% | −96,568−52.0% | Reduced |
| Stonebridge Capital Advisors LLC | 88,564 | $14.0M | 1.26% | +5,538+6.7% | Added |
| Profund Advisors LLC | 88,553 | $14.0M | 0.54% | −28,888−24.6% | Reduced |
| New Mexico Educational Retirement Board | 88,416 | $13.9M | 0.50% | −4,200−4.5% | Reduced |
| Goelzer Investment Management, Inc. | 87,613 | $13.8M | 0.78% | −2,219−2.5% | Reduced |
| Franklin Street Advisors Inc | 87,229 | $13.8M | 1.02% | −644−0.7% | Reduced |
| South State Corp. | 87,075 | $13.7M | 1.07% | +3,397+4.1% | Added |
| Estabrook Capital Management | 87,027 | $13.7M | 2.12% | +459+0.5% | Added |
| Metis Global Partners, LLC | 86,472 | $13.6M | 0.50% | −1,833−2.1% | Reduced |
| TCW Group Inc | 86,407 | $13.6M | 0.14% | −3,022−3.4% | Reduced |
| Simmons Bank | 86,070 | $13.6M | 1.02% | −7,908−8.4% | Reduced |
| Bridges Investment Management Inc | 85,987 | $13.6M | 0.42% | −3,081−3.5% | Reduced |
| DuPont Capital Management Corp | 85,619 | $13.5M | 1.12% | −5,467−6.0% | Reduced |
| Savant Capital, LLC | 85,447 | $13.5M | 0.15% | +3,673+4.5% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 84,929 | $13.3M | 0.15% | −12,590−12.9% | Reduced |
| Segall Bryant & Hamill, LLC | 84,035 | $13.3M | 0.25% | −33,801−28.7% | Reduced |
| MainStreet Investment Advisors LLC | 83,987 | $13.2M | 1.59% | −2,757−3.2% | Reduced |
| First American Bank | 83,768 | $13.2M | 1.00% | +1,029+1.2% | Added |
| Burton Enright Welch | 83,710 | $13.2M | 3.18% | −140.0% | Reduced |
| CSM Advisors, LLC | 82,811 | $13.1M | 0.86% | +330+0.4% | Added |
| First Nebraska Trust Co | 82,734 | $13.1M | 1.35% | +14,026+20.4% | Added |
| Carret Asset Management, LLC | 82,532 | $13.0M | 1.53% | +1,712+2.1% | Added |
| Linscomb & Williams, Inc. | 82,150 | $13.0M | 0.67% | −1,241−1.5% | Reduced |
| Bayesian Capital Management, LP | 81,996 | $12.9M | 1.24% | +62,300+316.3% | Added |
| General American Investors Co Inc | 81,991 | $12.9M | 0.96% | 00.0% | Unchanged |
| United Asset Strategies, Inc. | 81,834 | $12.9M | 1.29% | +7,723+10.4% | Added |
| Park Avenue Securities LLC | 81,500 | $12.9M | 0.17% | +1,997+2.5% | Added |
| Scotia Capital Inc. | 81,442 | $12.8M | 0.08% | +3,740+4.8% | Added |
| Nicholas Investment Partners, LP | 81,350 | $12.8M | 1.31% | 00.0% | Unchanged |
| GYL Financial Synergies, LLC | 80,849 | $12.8M | 1.00% | +1,089+1.4% | Added |
| Cornerstone Advisors, LLC | 80,500 | $12.7M | 0.53% | +1,000+1.3% | Added |
| Southeast Asset Advisors Inc. | 80,390 | $12.7M | 1.53% | +2,130+2.7% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 78,158 | $12.7M | 0.13% | −456−0.6% | Reduced |
| WSFS Capital Management, LLC | 82,175 | $12.6M | 0.72% | +2,987+3.8% | Added |
| Flputnam Investment Management Co | 80,121 | $12.6M | 0.27% | +10,908+15.8% | Added |
| Barings LLC | 80,117 | $12.6M | 0.32% | −19,874−19.9% | Reduced |
| KMG Fiduciary Partners, LLC | 79,913 | $12.6M | 1.31% | +3,101+4.0% | Added |
| Azimuth Capital Investment Management LLC | 79,251 | $12.5M | 0.52% | −167−0.2% | Reduced |
| Simplex Trading, LLC | 79,204 | $12.5M | 0.36% | −120,665−60.4% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 79,000 | $12.5M | 0.04% | +79,000 | New |
| Oak Asset Management, LLC | 78,749 | $12.4M | 4.65% | +465+0.6% | Added |
| Northeast Financial Consultants Inc | 78,701 | $12.4M | 0.61% | +1,779+2.3% | Added |
| Perigon Wealth Management, LLC | 78,689 | $12.4M | 0.38% | +3,441+4.6% | Added |
| Parallax Volatility Advisers, L.P. | 78,131 | $12.3M | 0.35% | −12,143−13.5% | Reduced |
| Commerzbank Aktiengesellschaft | 77,743 | $12.3M | 0.41% | +13,910+21.8% | Added |
| Schonfeld Strategic Advisors LLC | 77,526 | $12.2M | 0.10% | +75,906+4,685.6% | Added |
| Cambria Investment Management, L.P. | 77,468 | $12.2M | 0.73% | +14,559+23.1% | Added |
| Brookstone Capital Management | 76,935 | $12.1M | 0.22% | +8,027+11.6% | Added |
| Crestwood Advisors Group LLC | 76,682 | $12.1M | 0.26% | +1,551+2.1% | Added |
| Eagle Global Advisors LLC | 76,510 | $12.1M | 0.68% | +5,872+8.3% | Added |