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 2026
Institutional positions in Chevron Corp as of Mar 31, 2026. 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
- 4,311
- +380 vs. Q4 2025
- Shares held
- 1.44B
- +188.5M (+15.0%) vs. Q4 2025
- Total value
- $298.0B
- +$106.8B (+55.8%) vs. Q4 2025
- New holders
- 481
- 1,817 more added
- Sold out
- 101
- 1,641 more reduced
62 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: 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 2026
Shares, value and share of portfolio for each institution holding Chevron Corp; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Third View Private Wealth, LLC | 2,779 | $575.0K | 0.08% | +2,779 | New |
| Redwood Financial Network Corp | 2,780 | $575.1K | 0.38% | −51−1.8% | Reduced |
| Bey-Douglas LLC | 2,782 | $575.7K | 0.50% | +105+3.9% | Added |
| Lincoln Capital LLC | 2,783 | $575.9K | 0.11% | +1,082+63.6% | Added |
| Alan B. Lancz & Associates, Inc. | 2,784 | $576.0K | 0.56% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 2,785 | $576.1K | 0.36% | +341+14.0% | Added |
| Pettinga Financial Advisors, LLC | 2,786 | $576.4K | 0.11% | −295−9.6% | Reduced |
| Stewardship Concepts Financial Services LLC | 2,788 | $576.8K | 0.45% | +102+3.8% | Added |
| Prospera Capital Management, LLC | 2,788 | $576.8K | 0.29% | +65+2.4% | Added |
| bLong Financial, LLC | 2,790 | $577.3K | 0.44% | −350−11.1% | Reduced |
| Blom & Howell Financial Planning, Inc. | 2,793 | $577.9K | 0.57% | −79−2.8% | Reduced |
| Smith Partners Wealth Management, LLC | 2,805 | $580.4K | 0.52% | 00.0% | Unchanged |
| Genesis Private Wealth, LLC | 2,808 | $581.0K | 0.18% | +248+9.7% | Added |
| Medallion Wealth Advisors, LLC | 2,809 | $581.0K | 0.19% | +553+24.5% | Added |
| Tucker Asset Management LLC | 2,817 | $582.8K | 0.17% | +139+5.2% | Added |
| Sompo Asset Management Co., Ltd. | 2,817 | $582.8K | 0.11% | −70−2.4% | Reduced |
| Visionary Horizons, LLC | 2,824 | $584.3K | 0.29% | −39−1.4% | Reduced |
| New England Capital Financial Advisors LLC | 2,825 | $584.6K | 0.16% | +3+0.1% | Added |
| Bridgewater Associates, LP | 2,827 | $584.9K | 0.00% | +2,827 | New |
| Liberty Square Wealth Partners LLC | 2,829 | $585.4K | 0.16% | +97+3.6% | Added |
| BankPlus Wealth Management LLC | 2,832 | $586.1K | 0.30% | +2,832 | New |
| D L Carlson Investment Group Inc | 2,834 | $586.4K | 0.10% | −19−0.7% | Reduced |
| RTD Financial Advisors, Inc. | 2,834 | $586.4K | 0.07% | +386+15.8% | Added |
| Xcel Wealth Management, LLC | 2,841 | $587.8K | 0.16% | −1,450−33.8% | Reduced |
| Well Done, LLC | 2,843 | $588.2K | 0.09% | −33−1.1% | Reduced |
| MKT Advisors LLC | 2,922 | $589.0K | 0.20% | −151−4.9% | Reduced |
| Schubert & Co | 2,850 | $589.6K | 0.48% | −111−3.7% | Reduced |
| Vision Financial Markets LLC | 2,850 | $589.6K | 0.58% | +2+0.1% | Added |
| Banque Transatlantique SA | 2,866 | $589.6K | 0.01% | +1,296+82.5% | Added |
| Pennington Partners & Co., LLC | 2,855 | $590.8K | 0.20% | +487+20.6% | Added |
| Decker Wealth Management LLC | 2,857 | $591.1K | 0.13% | 00.0% | Unchanged |
| Private Client Services, LLC | 2,858 | $591.2K | 0.18% | +859+43.0% | Added |
| COFG Advisors, LLC | 2,860 | $591.8K | 0.15% | +13+0.5% | Added |
| Wilson & Boucher Capital Management, LLC | 2,866 | $592.9K | 0.39% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 2,869 | $593.6K | 0.07% | −1,177−29.1% | Reduced |
| TSG Advice Partners, LLC | 2,870 | $593.9K | 0.09% | +194+7.2% | Added |
| Bosman Wealth Management, LLC | 2,877 | $595.3K | 0.52% | 00.0% | Unchanged |
| Crown Wealth Group, LLC | 2,879 | $595.7K | 0.17% | +105+3.8% | Added |
| Asset Allocation & Management Company, LLC | 2,900 | $600.0K | 0.22% | 00.0% | Unchanged |
| First National Bank | 2,901 | $600.2K | 0.30% | −35−1.2% | Reduced |
| WealthTrust Asset Management, LLC | 2,907 | $601.6K | 0.36% | +446+18.1% | Added |
| Sovereign Financial Group, Inc. | 2,908 | $601.7K | 0.10% | +84+3.0% | Added |
| Bright Financial Advisors, Inc. | 2,910 | $602.1K | 0.28% | +1,170+67.2% | Added |
| Sage Rhino Capital LLC | 2,912 | $602.5K | 0.11% | +12+0.4% | Added |
| BTC Capital Management, Inc. | 2,915 | $603.1K | 0.04% | +627+27.4% | Added |
| Ameliora Wealth Management Ltd. | 2,923 | $604.8K | 0.19% | +749+34.5% | Added |
| Yoffe Investment Management, LLC | 2,927 | $605.5K | 0.78% | 00.0% | Unchanged |
| Financial Security Advisor, Inc. | 2,931 | $606.4K | 0.11% | −15−0.5% | Reduced |
| Quantum Financial Advisors, LLC | 2,935 | $607.3K | 0.07% | −311−9.6% | Reduced |
| Canton Hathaway, LLC | 2,937 | $607.7K | 0.12% | 00.0% | Unchanged |
| Compton Financial Group, LLC | 2,944 | $609.0K | 0.13% | +56+1.9% | Added |
| Opal Wealth Advisors, LLC | 2,945 | $609.3K | 0.14% | +321+12.2% | Added |
| Capital Investment Management, Inc. | 2,947 | $609.7K | 0.21% | +30+1.0% | Added |
| Leigh Baldwin & Co., LLC | 2,947 | $609.8K | 0.39% | +18+0.6% | Added |
| Arta Finance Wealth Management LLC | 2,948 | $609.9K | 0.30% | +610+26.1% | Added |
| Alvarez & Marsal Private Wealth Partners, LLC | 2,949 | $610.1K | 0.09% | +1,448+96.5% | Added |
| S&T Bank | 2,954 | $611.2K | 0.23% | +208+7.6% | Added |
| Coordinated Financial Services, Inc. | 2,955 | $611.4K | 0.35% | −43−1.4% | Reduced |
| Hara Capital LLC | 2,966 | $613.7K | 0.31% | 00.0% | Unchanged |
| Barnes Pettey Financial Advisors, LLC | 2,967 | $613.9K | 0.27% | −497−14.3% | Reduced |
| Cabot Wealth Management Inc | 2,968 | $614.1K | 0.07% | 00.0% | Unchanged |
| W.H. Cornerstone Investments Inc. | 2,969 | $614.4K | 0.38% | +2,969 | New |
| Vanguard National Trust Co | 2,972 | $614.9K | 0.04% | +2,972 | New |
| Jmac Enterprises LLC | 2,974 | $615.3K | 0.12% | −800−21.2% | Reduced |
| Signal Advisors Wealth, LLC | 2,979 | $616.3K | 0.04% | −558−15.8% | Reduced |
| Birchcreek Wealth Management, LLC | 2,979 | $616.4K | 0.30% | −200−6.3% | Reduced |
| Reyes Financial Architecture, Inc. | 2,980 | $616.6K | 0.50% | +767+34.7% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 2,980 | $616.6K | 0.00% | −3,474−53.8% | Reduced |
| Sandro Wealth Management LLC | 2,984 | $617.3K | 0.49% | +284+10.5% | Added |
| W Advisors, LLC | 2,985 | $617.7K | 0.32% | −16−0.5% | Reduced |
| Gilman Hill Asset Management, LLC | 2,990 | $618.6K | 0.09% | +20+0.7% | Added |
| Ashford Capital Management Inc | 2,996 | $619.9K | 0.08% | 00.0% | Unchanged |
| Sentry LLC | 2,997 | $620.1K | 0.20% | −860−22.3% | Reduced |
| Aufman Associates Inc | 2,997 | $620.1K | 0.30% | +10+0.3% | Added |
| Tranquility Partners, LLC | 2,999 | $620.4K | 0.23% | −20−0.7% | Reduced |
| Invested Advisors | 3,008 | $622.4K | 0.63% | −6−0.2% | Reduced |
| Worthington Financial Partners, LLC | 3,008 | $622.4K | 0.53% | +84+2.9% | Added |
| Eukles Asset Management | 3,012 | $623.3K | 0.28% | −445−12.9% | Reduced |
| Hamilton Capital Partners, LLC | 3,013 | $623.4K | 0.19% | +263+9.6% | Added |
| Taylor Hoffman Capital Management LLC | 3,016 | $624.0K | 0.19% | −853−22.0% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 3,017 | $624.2K | 0.02% | +3,017 | New |
| High Note Wealth, LLC | 3,018 | $624.4K | 0.12% | +2,506+489.5% | Added |
| Traveka Wealth, LLC | 3,019 | $624.6K | 0.24% | −15−0.5% | Reduced |
| AGH Wealth Advisors, LLC | 3,024 | $625.7K | 0.46% | +136+4.7% | Added |
| Golden Reserve Retirement LLC | 3,025 | $625.9K | 0.13% | −83−2.7% | Reduced |
| Dash Acquisitions Inc. | 3,421 | $626.9K | 0.13% | 00.0% | Unchanged |
| Reliant Investment Partners, LLC | 3,034 | $627.6K | 0.52% | +200+7.1% | Added |
| Summit Financial Strategies, Inc. | 3,034 | $627.7K | 0.05% | −38−1.2% | Reduced |
| Heritage Wealth Management, Inc./Texas | 3,038 | $628.6K | 0.27% | −2−0.1% | Reduced |
| Talisman Wealth Advisors LLC | 3,041 | $629.1K | 0.51% | −352−10.4% | Reduced |
| Pacific Sun Financial Corp | 3,042 | $629.4K | 0.30% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 3,206 | $632.9K | 0.50% | +400+14.3% | Added |
| Birchbrook, Inc. | 3,059 | $633.0K | 0.31% | 00.0% | Unchanged |
| IVC Wealth Advisors LLC | 3,077 | $636.6K | 0.28% | +30+1.0% | Added |
| Prosperity Bancshares Inc | 3,085 | $638.3K | 0.51% | +652+26.8% | Added |
| Owen LaRue, LLC | 3,091 | $639.5K | 0.25% | +11+0.4% | Added |
| Opus Capital Group, LLC | 3,094 | $640.0K | 0.07% | −147−4.5% | Reduced |
| Shum Financial Group, Inc. | 3,096 | $640.6K | 0.45% | −948−23.4% | Reduced |
| Saranac Partners Ltd | 11,765 | $641.2K | 0.28% | +9,129+346.3% | Added |
| Wise Wealth Partners | 3,100 | $641.3K | 0.87% | 00.0% | Unchanged |