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 |
|---|---|---|---|---|---|
| FLC Capital Advisors | 47,533 | $7.50M | 1.89% | +456+1.0% | Added |
| Community Bank & Trust, Waco, Texas | 47,378 | $7.47M | 1.83% | +3,028+6.8% | Added |
| Woodstock Corp | 47,321 | $7.46M | 0.77% | +4,153+9.6% | Added |
| Legacy Private Trust Co. | 47,299 | $7.46M | 0.55% | +1,940+4.3% | Added |
| 1st Source Bank | 47,206 | $7.45M | 0.43% | −330−0.7% | Reduced |
| Rakuten Investment Management, Inc. | 47,103 | $7.43M | 0.05% | +42,720+974.7% | Added |
| Amica Mutual Insurance Co | 47,095 | $7.43M | 0.76% | 00.0% | Unchanged |
| Patton Albertson Miller Group, LLC | 47,094 | $7.43M | 1.11% | +4,341+10.2% | Added |
| Schnieders Capital Management LLC | 47,066 | $7.42M | 1.53% | −3,045−6.1% | Reduced |
| Principal Street Partners, LLC | 46,337 | $7.41M | 1.40% | +14,799+46.9% | Added |
| Sigma Planning Corp | 46,943 | $7.40M | 0.23% | +24,713+111.2% | Added |
| Boothe Investment Group, Inc. | 46,852 | $7.39M | 3.73% | +640+1.4% | Added |
| Advanced Asset Management Advisors Inc | 46,826 | $7.39M | 1.83% | 00.0% | Unchanged |
| Global Wealth Management Investment Advisory, Inc. | 46,806 | $7.38M | 1.81% | +5,228+12.6% | Added |
| Buckingham Strategic Wealth, LLC | 46,799 | $7.38M | 0.08% | +1,902+4.2% | Added |
| Lawson Kroeker Investment Management Inc | 46,723 | $7.37M | 1.40% | +368+0.8% | Added |
| CWA Asset Management Group, LLC | 46,721 | $7.37M | 0.45% | +30,767+192.8% | Added |
| Greystone Financial Group, LLC | 46,606 | $7.35M | 1.47% | +10,536+29.2% | Added |
| Rowland & Co Investment Counsel | 46,529 | $7.34M | 1.55% | +330+0.7% | Added |
| GLOBALT Investments LLC | 46,473 | $7.33M | 0.29% | −853−1.8% | Reduced |
| Fruth Investment Management | 46,406 | $7.32M | 1.88% | −50−0.1% | Reduced |
| Montgomery Investment Management Inc | 46,388 | $7.32M | 2.79% | −19,049−29.1% | Reduced |
| Cornerstone Wealth Group, LLC | 46,236 | $7.29M | 0.67% | +16,406+55.0% | Added |
| Harbor Capital Advisors, Inc. | 45,940 | $7.25M | 0.95% | +11,738+34.3% | Added |
| Brown Brothers Harriman & Co | 45,914 | $7.24M | 0.06% | +1,508+3.4% | Added |
| Essex Financial Services, Inc. | 45,865 | $7.23M | 0.67% | −1,994−4.2% | Reduced |
| Farmers National Bank | 45,836 | $7.23M | 2.16% | +648+1.4% | Added |
| Hamel Associates, Inc. | 45,591 | $7.19M | 2.31% | +1,925+4.4% | Added |
| Westfield Capital Management Co LP | 45,387 | $7.16M | 0.04% | +9,888+27.9% | Added |
| Buckhead Capital Management LLC | 45,341 | $7.15M | 2.42% | +3,533+8.5% | Added |
| Hennion & Walsh Asset Management, Inc. | 45,248 | $7.14M | 0.38% | −830−1.8% | Reduced |
| J.W. Cole Advisors, Inc. | 45,051 | $7.12M | 0.36% | +1,481+3.4% | Added |
| Boston Financial Mangement LLC | 44,958 | $7.09M | 0.23% | +3,029+7.2% | Added |
| Parcion Private Wealth LLC | 44,815 | $7.07M | 0.62% | +205+0.5% | Added |
| Compass Wealth Management LLC | 44,790 | $7.07M | 1.77% | +2,734+6.5% | Added |
| Resources Investment Advisors, LLC. | 44,746 | $7.06M | 0.11% | −2,244−4.8% | Reduced |
| Shell Asset Management Co | 44,758 | $7.00M | 0.32% | −2,592−5.5% | Reduced |
| NEOS Investment Management LLC | 44,295 | $6.99M | 0.43% | +15,087+51.7% | Added |
| Easterly Investment Partners LLC | 44,280 | $6.98M | 0.53% | −31,960−41.9% | Reduced |
| American National Bank & Trust Co | 44,238 | $6.98M | 1.65% | +44,238 | New |
| Fulton Bank, N.A. | 44,223 | $6.98M | 0.29% | +2,474+5.9% | Added |
| Dudley Capital Management, LLC | 43,406 | $6.90M | 4.03% | +649+1.5% | Added |
| Retirement Group, LLC | 43,760 | $6.90M | 2.47% | +29+0.1% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 43,745 | $6.90M | 2.96% | +1,478+3.5% | Added |
| Asset Planning Services Inc | 43,445 | $6.85M | 3.83% | −130−0.3% | Reduced |
| Insight Folios Inc | 43,394 | $6.84M | 2.77% | +347+0.8% | Added |
| Commonwealth Retirement Investments LLC | 43,295 | $6.83M | 3.26% | +15,750+57.2% | Added |
| Quotient Wealth Partners, LLC | 43,064 | $6.79M | 0.24% | +8,597+24.9% | Added |
| Agf Management Ltd | 45,477 | $6.79M | 0.04% | −1,765−3.7% | Reduced |
| Cohen Klingenstein LLC | 43,000 | $6.78M | 0.25% | 00.0% | Unchanged |
| First Manhattan Co | 42,822 | $6.76M | 0.02% | −542−1.2% | Reduced |
| Northwest Bancshares, Inc. | 42,775 | $6.75M | 1.06% | +339+0.8% | Added |
| Veriti Management LLC | 42,628 | $6.72M | 0.50% | +6,752+18.8% | Added |
| Hollow Brook Wealth Management LLC | 42,613 | $6.72M | 2.49% | +2,092+5.2% | Added |
| Perkins Coie Trust Co | 42,601 | $6.72M | 1.57% | +2,487+6.2% | Added |
| Hourglass Capital, LLC | 42,554 | $6.71M | 2.02% | −2,503−5.6% | Reduced |
| Gladstone Institutional Advisory LLC | 42,542 | $6.71M | 0.37% | +10,315+32.0% | Added |
| Aptus Capital Advisors, LLC | 42,522 | $6.71M | 0.14% | +5,423+14.6% | Added |
| XML Financial, LLC | 42,409 | $6.69M | 0.69% | −3,761−8.1% | Reduced |
| Pine Valley Investments Ltd Liability Co | 42,216 | $6.66M | 0.52% | −1,529−3.5% | Reduced |
| Somerville Kurt F | 42,169 | $6.65M | 1.14% | +3,810+9.9% | Added |
| BancorpSouth Bank | 42,124 | $6.64M | 0.48% | −1,668−3.8% | Reduced |
| TCTC Holdings, LLC | 41,992 | $6.62M | 0.22% | +1,170+2.9% | Added |
| Silvia McColl Wealth Management, LLC | 40,656 | $6.61M | 5.67% | +215+0.5% | Added |
| IronBridge Private Wealth, LLC | 41,621 | $6.57M | 2.72% | +2,428+6.2% | Added |
| Chelsea Counsel Co | 41,610 | $6.56M | 3.72% | −1,855−4.3% | Reduced |
| Meeder Asset Management Inc | 41,415 | $6.53M | 0.41% | −53,033−56.2% | Reduced |
| Plato Investment Management Ltd | 41,414 | $6.53M | 0.68% | +40,162+3,207.8% | Added |
| FineMark National Bank & Trust | 41,208 | $6.50M | 0.24% | −668−1.6% | Reduced |
| Fort Sheridan Advisors LLC | 41,180 | $6.50M | 1.22% | −28−0.1% | Reduced |
| Wallace Advisory Group, LLC | 43,515 | $6.49M | 4.88% | +1,174+2.8% | Added |
| NorthRock Partners, LLC | 41,090 | $6.48M | 0.25% | +2,416+6.2% | Added |
| Zions Bancorporation, N.A. | 41,024 | $6.47M | 0.48% | +4,259+11.6% | Added |
| Tritonpoint Wealth, LLC | 46,823 | $6.47M | 0.68% | −575−1.2% | Reduced |
| Degroof Petercam Asset Management | 40,900 | $6.45M | 0.08% | 00.0% | Unchanged |
| Abbrea Capital, LLC | 40,877 | $6.45M | 0.85% | −636−1.5% | Reduced |
| Calamos Wealth Management LLC | 40,688 | $6.42M | 0.36% | +250+0.6% | Added |
| Evoke Wealth, LLC | 40,684 | $6.42M | 0.19% | +40,684 | New |
| Spirepoint Private Client, LLC | 40,602 | $6.40M | 0.98% | +40,602 | New |
| Trustmark National Bank Trust Department | 40,514 | $6.39M | 0.52% | −286−0.7% | Reduced |
| Principal Securities, Inc. | 40,480 | $6.39M | 0.20% | +2,552+6.7% | Added |
| Capital Analysts, LLC | 40,448 | $6.38M | 0.30% | +1,071+2.7% | Added |
| AMG National Trust Bank | 40,296 | $6.36M | 0.19% | −517−1.3% | Reduced |
| McGowan Group Asset Management, Inc. | 40,239 | $6.35M | 0.92% | −124−0.3% | Reduced |
| Evergreen Capital Management LLC | 40,122 | $6.33M | 0.24% | −4,707−10.5% | Reduced |
| SeaCrest Wealth Management, LLC | 40,061 | $6.32M | 0.77% | −22,352−35.8% | Reduced |
| WoodTrust Financial Corp | 40,054 | $6.32M | 1.00% | +3,108+8.4% | Added |
| Windle Wealth, LLC | 40,043 | $6.32M | 4.02% | +2,374+6.3% | Added |
| Wealth High Governance Capital Ltda | 40,000 | $6.31M | 1.41% | +40,000 | New |
| Greylin Investment Mangement Inc | 39,939 | $6.30M | 1.01% | +864+2.2% | Added |
| Nikko Asset Management Americas, Inc. | 39,895 | $6.29M | 0.06% | −2,865−6.7% | Reduced |
| Monte Financial Group, LLC | 39,829 | $6.28M | 2.75% | +3,090+8.4% | Added |
| Hamilton Capital Partners Inc. | 39,820 | $6.28M | 0.76% | +39,820 | New |
| Texas Yale Capital Corp. | 39,811 | $6.28M | 0.28% | +4,514+12.8% | Added |
| HBK Sorce Advisory LLC | 39,790 | $6.28M | 0.22% | +1,380+3.6% | Added |
| TIG Advisors, LLC | 39,560 | $6.24M | 0.73% | −98,515−71.3% | Reduced |
| Martin Capital Partners, LLC | 39,506 | $6.23M | 2.39% | −47−0.1% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 39,477 | $6.23M | 1.54% | −93−0.2% | Reduced |
| Warren Street Wealth Advisors, LLC | 39,444 | $6.22M | 3.08% | +2,665+7.2% | Added |
| Plimoth Trust Co LLC | 39,394 | $6.21M | 1.66% | −3,834−8.9% | Reduced |