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 |
|---|---|---|---|---|---|
| TD Private Client Wealth LLC | 76,197 | $12.0M | 0.39% | +9,587+14.4% | Added |
| Alpha Omega Wealth Management LLC | 75,971 | $12.0M | 2.23% | −458−0.6% | Reduced |
| Engineers Gate Manager LP | 75,736 | $11.9M | 0.31% | +75,736 | New |
| Burns J W & Co Inc | 75,675 | $11.9M | 1.66% | −1,349−1.8% | Reduced |
| Intech Investment Management LLC | 75,666 | $11.9M | 0.17% | +1,239+1.7% | Added |
| Bailard, Inc. | 75,409 | $11.9M | 0.33% | −10,030−11.7% | Reduced |
| Sowell Financial Services LLC | 75,333 | $11.9M | 0.56% | −1,311−1.7% | Reduced |
| Inscription Capital, LLC | 75,270 | $11.9M | 1.96% | +38,045+102.2% | Added |
| B. Metzler seel. Sohn & Co. AG | 75,086 | $11.8M | 0.13% | −1,760−2.3% | Reduced |
| American National Bank | 75,037 | $11.8M | 1.57% | +13,451+21.8% | Added |
| LaFleur & Godfrey LLC | 74,741 | $11.8M | 1.75% | +588+0.8% | Added |
| Adams Asset Advisors, LLC | 74,701 | $11.8M | 1.52% | +1,401+1.9% | Added |
| Transform Wealth, LLC | 74,432 | $11.7M | 1.11% | −7,396−9.0% | Reduced |
| Griffin Asset Management, Inc. | 73,789 | $11.6M | 1.39% | −192−0.3% | Reduced |
| Alyeska Investment Group, L.P. | 73,404 | $11.6M | 0.07% | −261,335−78.1% | Reduced |
| Ibex Wealth Advisors | 64,379 | $11.6M | 3.13% | +64,337+153,183.3% | Added |
| Merit Financial Group, LLC | 71,966 | $11.5M | 0.27% | +29,666+70.1% | Added |
| Stamos Capital Partners, L.P. | 73,080 | $11.5M | 2.62% | −2,250−3.0% | Reduced |
| WealthPlan Investment Management, LLC | 72,794 | $11.5M | 1.75% | +3,253+4.7% | Added |
| FORA Capital, LLC | 72,686 | $11.5M | 0.94% | −22,206−23.4% | Reduced |
| 1832 Asset Management L.P. | 71,948 | $11.3M | 0.02% | +15,383+27.2% | Added |
| Norinchukin Bank, The | 71,943 | $11.3M | 0.34% | −4,342−5.7% | Reduced |
| Sound Shore Management Inc | 71,840 | $11.3M | 0.35% | +71,840 | New |
| Willis Investment Counsel | 71,746 | $11.3M | 0.78% | 00.0% | Unchanged |
| PKO Investment Management Joint-Stock Co | 71,373 | $11.3M | 1.35% | −7,500−9.5% | Reduced |
| Compagnie Lombard Odier SCmA | 71,595 | $11.3M | 0.20% | +460+0.6% | Added |
| Crossmark Global Holdings, Inc. | 71,522 | $11.3M | 0.22% | −2,654−3.6% | Reduced |
| Allied Investment Advisors, LLC | 71,465 | $11.3M | 2.72% | +2,958+4.3% | Added |
| Nixon Peabody Trust Co | 71,419 | $11.3M | 1.03% | +3,187+4.7% | Added |
| Jarislowsky, Fraser Ltd | 70,991 | $11.2M | 0.06% | −5,419−7.1% | Reduced |
| Wealthspire Advisors, LLC | 70,974 | $11.2M | 0.15% | −1,886−2.6% | Reduced |
| ARS Investment Partners, LLC | 70,930 | $11.2M | 1.11% | +423+0.6% | Added |
| Colonial Trust Advisors | 70,708 | $11.2M | 1.10% | −107−0.2% | Reduced |
| Cutler Investment Counsel LLC | 70,706 | $11.2M | 1.50% | −1,423−2.0% | Reduced |
| BTC Capital Management, Inc. | 70,236 | $11.1M | 1.01% | +70,236 | New |
| Simplicity Wealth,LLC | 70,174 | $11.1M | 0.26% | +68,534+4,178.9% | Added |
| Bard Financial Services, Inc. | 70,070 | $11.1M | 1.17% | +1,200+1.7% | Added |
| Metropolitan Life Insurance Co | 69,955 | $11.0M | 0.48% | −1,505−2.1% | Reduced |
| Energy Income Partners, LLC | 69,924 | $11.0M | 0.23% | −38,858−35.7% | Reduced |
| Visionary Wealth Advisors | 69,907 | $11.0M | 0.74% | +3,648+5.5% | Added |
| Pittenger & Anderson Inc | 69,900 | $11.0M | 0.45% | +3,231+4.8% | Added |
| Fagan Associates, Inc. | 69,854 | $11.0M | 2.06% | +2,683+4.0% | Added |
| Meridian Wealth Management, LLC | 69,704 | $11.0M | 1.83% | +8,901+14.6% | Added |
| Mizuho Markets Americas LLC | 69,325 | $10.9M | 0.30% | +40,453+140.1% | Added |
| Tokio Marine Asset Management Co Ltd | 69,282 | $10.9M | 0.55% | +2,431+3.6% | Added |
| Tufton Capital Management | 69,256 | $10.9M | 2.15% | +1,795+2.7% | Added |
| Baldwin Brothers Inc | 68,928 | $10.9M | 0.82% | −1,500−2.1% | Reduced |
| Snowden Capital Advisors LLC | 68,765 | $10.8M | 0.34% | +21,192+44.5% | Added |
| Guardian Capital Advisors LP | 68,975 | $10.8M | 1.16% | −566−0.8% | Reduced |
| CCM Investment Advisers LLC | 68,163 | $10.8M | 1.29% | +300+0.4% | Added |
| Kovack Advisors, Inc. | 68,156 | $10.8M | 1.30% | +23,415+52.3% | Added |
| Apollon Wealth Management, LLC | 68,133 | $10.7M | 0.34% | +3,579+5.5% | Added |
| Avantax Planning Partners, Inc. | 67,998 | $10.7M | 0.35% | +29,520+76.7% | Added |
| Dearborn Partners LLC | 67,626 | $10.7M | 0.46% | −835−1.2% | Reduced |
| Edge Capital Group, LLC | 67,624 | $10.7M | 0.53% | +10,033+17.4% | Added |
| Hennessy Advisors Inc | 67,532 | $10.7M | 0.45% | +4,600+7.3% | Added |
| Violich Capital Management, Inc. | 67,384 | $10.6M | 1.52% | +1,190+1.8% | Added |
| Equitable Holdings, Inc. | 67,170 | $10.6M | 0.12% | +7,277+12.2% | Added |
| EverSource Wealth Advisors, LLC | 65,228 | $10.5M | 0.83% | +19,124+41.5% | Added |
| Hendley & Co Inc | 66,619 | $10.5M | 3.76% | +59+0.1% | Added |
| Alerus Financial NA | 66,614 | $10.5M | 0.79% | +1,199+1.8% | Added |
| Capital Investment Counsel, LLC | 66,486 | $10.5M | 2.25% | +27,771+71.7% | Added |
| Baxter Bros Inc | 66,435 | $10.5M | 1.34% | +3,560+5.7% | Added |
| Steel Peak Wealth Management LLC | 66,386 | $10.5M | 0.54% | −1,631−2.4% | Reduced |
| Sonora Investment Management Group, LLC | 66,321 | $10.5M | 0.82% | +7,415+12.6% | Added |
| TCG Advisory Services, LLC | 66,277 | $10.5M | 0.58% | +13,025+24.5% | Added |
| Quadrature Capital Ltd | 66,190 | $10.4M | 0.18% | −395,402−85.7% | Reduced |
| Bogart Wealth, LLC | 65,964 | $10.4M | 0.54% | −2,910−4.2% | Reduced |
| Adell Harriman & Carpenter Inc | 65,891 | $10.4M | 0.86% | +4,576+7.5% | Added |
| Integrated Advisors Network LLC | 65,861 | $10.4M | 0.53% | +18,678+39.6% | Added |
| EagleClaw Capital Managment, LLC | 65,810 | $10.4M | 1.88% | +1,450+2.3% | Added |
| Trust Co of Toledo NA | 65,751 | $10.4M | 1.62% | +83+0.1% | Added |
| Live Oak Private Wealth LLC | 65,747 | $10.4M | 1.80% | +486+0.7% | Added |
| Empirical Finance, LLC | 65,427 | $10.3M | 0.63% | +2,100+3.3% | Added |
| Leavell Investment Management, Inc. | 65,119 | $10.3M | 0.59% | −934−1.4% | Reduced |
| Tower Bridge Advisors | 65,091 | $10.3M | 1.05% | −12,668−16.3% | Reduced |
| First Financial Bank - Trust Division | 64,996 | $10.3M | 0.99% | −3,495−5.1% | Reduced |
| RSM US Wealth Management LLC | 64,868 | $10.2M | 0.26% | −233−0.4% | Reduced |
| Biondo Investment Advisors, LLC | 64,558 | $10.2M | 1.57% | +101+0.2% | Added |
| Stratos Wealth Partners, LTD. | 63,430 | $10.0M | 0.17% | −7,986−11.2% | Reduced |
| Caldwell Trust Co | 63,331 | $9.99M | 1.16% | +67+0.1% | Added |
| Concurrent Investment Advisors, LLC | 63,214 | $9.97M | 0.41% | −4,660−6.9% | Reduced |
| Courier Capital LLC | 63,132 | $9.96M | 0.72% | −1,045−1.6% | Reduced |
| Novare Capital Management LLC | 63,050 | $9.95M | 0.90% | +6,347+11.2% | Added |
| Marathon Capital Management | 63,032 | $9.94M | 2.37% | +17,553+38.6% | Added |
| Ameritas Investment Partners, Inc. | 62,902 | $9.92M | 0.34% | +7,465+13.5% | Added |
| Mechanics Bank Trust Department | 62,809 | $9.91M | 1.45% | +75+0.1% | Added |
| Neville Rodie & Shaw Inc | 62,607 | $9.88M | 0.75% | +1,205+2.0% | Added |
| Galvin, Gaustad & Stein, LLC | 62,276 | $9.82M | 0.90% | +56,954+1,070.2% | Added |
| Dupree Financial Group, LLC | 61,805 | $9.75M | 4.34% | −1,197−1.9% | Reduced |
| RiverFront Investment Group, LLC | 61,690 | $9.73M | 0.27% | +61,690 | New |
| Peddock Capital Advisors, LLC | 61,655 | $9.73M | 2.55% | +806+1.3% | Added |
| Sand Hill Global Advisors, LLC | 61,637 | $9.72M | 0.46% | −102−0.2% | Reduced |
| Patten & Patten Inc | 61,201 | $9.65M | 0.69% | +1,108+1.8% | Added |
| Great Valley Advisor Group, Inc. | 61,124 | $9.64M | 0.29% | +5,392+9.7% | Added |
| Covington Investment Advisors Inc. | 60,950 | $9.61M | 1.57% | +3,461+6.0% | Added |
| Dean Investment Associates, LLC | 60,943 | $9.61M | 1.32% | −799−1.3% | Reduced |
| Bleakley Financial Group, LLC | 60,855 | $9.60M | 0.28% | +10,176+20.1% | Added |
| Freestone Capital Holdings, LLC | 60,683 | $9.57M | 0.36% | +3,539+6.2% | Added |
| Core Alternative Capital | 60,506 | $9.54M | 1.71% | −5,817−8.8% | Reduced |