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 |
|---|---|---|---|---|---|
| Federation des caisses Desjardins du Quebec | 62,135 | $9.53M | 0.07% | +11,807+23.5% | Added |
| Channing Capital Management, LLC | 60,136 | $9.49M | 0.25% | −127−0.2% | Reduced |
| Kovitz Investment Group Partners, LLC | 59,877 | $9.45M | 0.12% | +45,994+331.3% | Added |
| Red Door Wealth Management, LLC | 59,788 | $9.43M | 1.82% | +12,825+27.3% | Added |
| Means Investment Co., Inc. | 59,760 | $9.43M | 1.22% | −5,268−8.1% | Reduced |
| Fred Alger Management, LLC | 59,638 | $9.41M | 0.05% | +9,026+17.8% | Added |
| Ingalls & Snyder LLC | 59,622 | $9.40M | 0.42% | −5,291−8.2% | Reduced |
| Ashton Thomas Private Wealth, LLC | 59,480 | $9.38M | 0.54% | +3,067+5.4% | Added |
| ARS Wealth Advisors Group, LLC | 59,357 | $9.36M | 1.26% | −2,856−4.6% | Reduced |
| Canandaigua National Bank & Trust Co | 59,292 | $9.35M | 1.38% | −2,025−3.3% | Reduced |
| Connors Investor Services Inc | 59,277 | $9.35M | 0.99% | −1,625−2.7% | Reduced |
| Shelton Capital Management | 58,952 | $9.30M | 0.27% | −2,680−4.3% | Reduced |
| Petredis Investment Advisors LLC | 58,869 | $9.29M | 1.11% | +1,851+3.2% | Added |
| Klingenstein Fields & Co LP | 58,823 | $9.28M | 0.39% | +560+1.0% | Added |
| Northern Oak Wealth Management Inc | 58,723 | $9.26M | 1.10% | −6,556−10.0% | Reduced |
| Atlantic Union Bankshares Corp | 58,618 | $9.25M | 0.78% | −6,974−10.6% | Reduced |
| Advocate Group LLC | 58,584 | $9.24M | 1.84% | +6,386+12.2% | Added |
| Stockman Wealth Management, Inc. | 58,554 | $9.24M | 1.63% | +1,751+3.1% | Added |
| Spinnaker Trust | 57,882 | $9.13M | 0.59% | +5,120+9.7% | Added |
| Fiduciary Alliance LLC | 57,141 | $9.09M | 1.60% | −1,538−2.6% | Reduced |
| Pioneer Trust Bank N A | 57,610 | $9.09M | 2.53% | +350+0.6% | Added |
| Eisler Capital (UK) Ltd. | 57,519 | $9.07M | 1.12% | −77,093−57.3% | Reduced |
| Allianz SE | 57,475 | $9.07M | 0.29% | +57,475 | New |
| HTLF Bank | 57,316 | $9.04M | 1.04% | +2,649+4.8% | Added |
| Valicenti Advisory Services Inc | 57,273 | $9.03M | 2.52% | +2,625+4.8% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 57,238 | $9.03M | 0.62% | −5,307−8.5% | Reduced |
| Warren Averett Asset Management, LLC | 56,824 | $8.96M | 0.21% | +26,176+85.4% | Added |
| Stokes Family Office, LLC | 56,732 | $8.95M | 1.12% | +958+1.7% | Added |
| Farther Finance Advisors, LLC | 56,193 | $8.94M | 0.54% | −1,873−3.2% | Reduced |
| Haverford Financial Services, Inc. | 56,651 | $8.94M | 2.57% | −191−0.3% | Reduced |
| Sky Investment Group LLC | 56,470 | $8.91M | 1.71% | −30−0.1% | Reduced |
| Morgan Dempsey Capital Management LLC | 56,409 | $8.90M | 2.85% | −6,394−10.2% | Reduced |
| Grassi Investment Management | 56,396 | $8.90M | 0.80% | 00.0% | Unchanged |
| Cypress Capital Group | 56,186 | $8.86M | 1.06% | +604+1.1% | Added |
| LMG Wealth Partners, LLC | 55,819 | $8.80M | 2.22% | −1,805−3.1% | Reduced |
| Grimes & Company, Inc. | 55,532 | $8.76M | 0.27% | +2,022+3.8% | Added |
| Meridian Investment Counsel Inc. | 55,457 | $8.75M | 2.91% | −8,061−12.7% | Reduced |
| Oak Harvest Investment Services | 55,450 | $8.75M | 1.45% | −841−1.5% | Reduced |
| Woodward Diversified Capital, LLC | 55,352 | $8.73M | 5.45% | +912+1.7% | Added |
| Resources Management Corp | 55,303 | $8.72M | 1.27% | −3,488−5.9% | Reduced |
| Vista Investment Partners LLC | 55,211 | $8.71M | 2.99% | −2,952−5.1% | Reduced |
| Phoenix Holdings Ltd. | 55,150 | $8.70M | 0.12% | +30,021+119.5% | Added |
| Coldstream Capital Management Inc | 55,075 | $8.69M | 0.22% | +4,159+8.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 55,037 | $8.68M | 0.23% | −533−1.0% | Reduced |
| Cohen & Steers, Inc. | 54,797 | $8.64M | 0.02% | −57,648−51.3% | Reduced |
| One Capital Management, LLC | 54,783 | $8.64M | 0.31% | +4,702+9.4% | Added |
| James Investment Research Inc | 54,690 | $8.63M | 1.03% | −733−1.3% | Reduced |
| Birmingham Capital Management Co Inc | 54,308 | $8.57M | 3.15% | −1,561−2.8% | Reduced |
| Close Asset Management Ltd | 54,262 | $8.56M | 0.31% | −94−0.2% | Reduced |
| GFS Advisors, LLC | 54,177 | $8.55M | 1.42% | +17,895+49.3% | Added |
| Regal Investment Advisors LLC | 53,963 | $8.51M | 0.58% | −422−0.8% | Reduced |
| Waverton Investment Management Ltd | 53,776 | $8.48M | 0.18% | +225+0.4% | Added |
| Greenleaf Trust | 53,615 | $8.46M | 0.08% | +2,165+4.2% | Added |
| Arkadios Wealth Advisors | 53,276 | $8.40M | 0.65% | +6,544+14.0% | Added |
| Richard Bernstein Advisors LLC | 53,216 | $8.39M | 0.18% | 00.0% | Unchanged |
| Strategy Asset Managers LLC | 53,074 | $8.37M | 1.79% | +152+0.3% | Added |
| Terry L. Blaker | 53,004 | $8.36M | 0.63% | +1,758+3.4% | Added |
| Banque Cantonale Vaudoise | 52,992 | $8.36M | 0.33% | +1,710+3.3% | Added |
| Laffer Tengler Investments | 52,922 | $8.35M | 2.16% | −2,407−4.4% | Reduced |
| Nicholas Company, Inc. | 52,620 | $8.30M | 0.14% | +4,465+9.3% | Added |
| Culbertson A N & Co Inc | 52,594 | $8.30M | 1.43% | +2,310+4.6% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 52,414 | $8.27M | 0.16% | +15,882+43.5% | Added |
| Lyell Wealth Management, LP | 52,394 | $8.26M | 0.84% | −170.0% | Reduced |
| WealthPLAN Partners, LLC | 52,282 | $8.25M | 0.85% | −6,909−11.7% | Reduced |
| Quantitative Investment Management, LLC | 52,168 | $8.23M | 0.48% | +52,168 | New |
| Cary Street Partner Investment Advisory LLC | 51,938 | $8.19M | 0.35% | +4,674+9.9% | Added |
| Valeo Financial Advisors, LLC | 49,332 | $8.07M | 0.29% | +1,040+2.2% | Added |
| Citizens National Bank Trust Department | 51,149 | $8.07M | 1.87% | −119−0.2% | Reduced |
| Lynch & Associates | 51,081 | $8.06M | 1.86% | −691−1.3% | Reduced |
| Skba Capital Management LLC | 50,825 | $8.02M | 1.25% | 00.0% | Unchanged |
| BKD Wealth Advisors, LLC | 50,665 | $7.99M | 0.20% | +1,957+4.0% | Added |
| Susquehanna Fundamental Investments, LLC | 50,655 | $7.99M | 0.37% | +50,655 | New |
| NewEdge Wealth, LLC | 49,693 | $7.99M | 0.18% | +1,936+4.1% | Added |
| Shorepoint Capital Partners LLC | 50,480 | $7.96M | 1.95% | +722+1.5% | Added |
| Puzo Michael J | 50,479 | $7.96M | 2.21% | +3,853+8.3% | Added |
| Panagora Asset Management Inc | 50,446 | $7.96M | 0.04% | −2,052−3.9% | Reduced |
| Stolper Co | 50,224 | $7.92M | 2.86% | +2,226+4.6% | Added |
| Quintet Private Bank (Europe) S.A. | 43,086 | $7.91M | 0.35% | −3,566−7.6% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 50,113 | $7.90M | 0.92% | +4,671+10.3% | Added |
| Vinva Investment Management Ltd | 50,062 | $7.90M | 0.45% | +6,484+14.9% | Added |
| Bowen Hanes & Co Inc | 50,046 | $7.89M | 0.23% | +28,970+137.5% | Added |
| Howe & Rusling Inc | 50,012 | $7.89M | 0.76% | −36,173−42.0% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 49,914 | $7.87M | 0.80% | +67+0.1% | Added |
| Rodgers Brothers Inc. | 49,812 | $7.86M | 1.07% | +2,503+5.3% | Added |
| Iowa State Bank | 49,733 | $7.84M | 1.74% | +485+1.0% | Added |
| Freemont Management S.A. | 49,600 | $7.82M | 1.21% | +49,600 | New |
| Pettyjohn, Wood & White, Inc | 49,435 | $7.80M | 1.55% | +1,176+2.4% | Added |
| Alberta Investment Management Corp | 49,100 | $7.75M | 0.08% | −6,375−11.5% | Reduced |
| Wealth Advisory Solutions, LLC | 49,051 | $7.74M | 2.00% | +2,836+6.1% | Added |
| Cape Cod Five Cents Savings Bank | 48,826 | $7.70M | 0.74% | +1,071+2.2% | Added |
| Diversify Advisory Services, LLC | 48,198 | $7.67M | 0.45% | +48,198 | New |
| HighPoint Advisor Group LLC | 46,570 | $7.66M | 0.54% | −891−1.9% | Reduced |
| Montag A & Associates Inc | 48,130 | $7.59M | 0.38% | +50.0% | Added |
| Thoroughbred Financial Services, LLC | 48,050 | $7.58M | 0.73% | +2,129+4.6% | Added |
| Eagle Rock Investment Company, LLC | 47,906 | $7.56M | 1.40% | −10,630−18.2% | Reduced |
| Beacon Investment Advisory Services, Inc. | 47,852 | $7.55M | 0.33% | +1,023+2.2% | Added |
| ProVise Management Group, LLC | 47,754 | $7.53M | 0.65% | +1,090+2.3% | Added |
| Global Retirement Partners, LLC | 47,596 | $7.51M | 0.28% | +2,080+4.6% | Added |
| Ipswich Investment Management Co., Inc. | 47,593 | $7.51M | 1.76% | −939−1.9% | Reduced |
| Alaska Permanent Fund Corp | 47,551 | $7.50M | 0.11% | −7,278−13.3% | Reduced |