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 |
|---|---|---|---|---|---|
| N.E.W. Advisory Services LLC | 3,101 | $641.5K | 0.05% | +1,384+80.6% | Added |
| Foguth Wealth Management, LLC. | 3,517 | $641.8K | 0.07% | +37+1.1% | Added |
| HC Advisors, LLC | 3,103 | $642.1K | 0.43% | −359−10.4% | Reduced |
| MN Wealth Advisors, LLC | 3,103 | $642.2K | 0.31% | +187+6.4% | Added |
| McElhenny Sheffield Capital Management, LLC | 3,105 | $642.4K | 0.16% | +5+0.2% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 3,114 | $644.2K | 0.03% | −464−13.0% | Reduced |
| Harold Davidson & Associates Inc. | 3,116 | $644.7K | 0.31% | −117−3.6% | Reduced |
| WPWealth LLP | 3,119 | $645.3K | 0.10% | −191−5.8% | Reduced |
| Financial Insights, Inc. | 3,122 | $645.9K | 0.21% | +1,725+123.5% | Added |
| Isthmus Partners, LLC | 3,124 | $646.4K | 0.07% | −10−0.3% | Reduced |
| CJM Wealth Advisers, Ltd. | 3,127 | $646.9K | 0.20% | +237+8.2% | Added |
| Westside Investment Management, Inc. | 3,141 | $647.2K | 0.10% | −20−0.6% | Reduced |
| Plante Moran Financial Advisors, LLC | 3,132 | $648.0K | 0.04% | −4,181−57.2% | Reduced |
| Greenwich Wealth Management LLC | 3,139 | $650.0K | 0.03% | +353+12.7% | Added |
| Sunbeam Capital Management, LLC | 3,143 | $650.3K | 0.37% | +65+2.1% | Added |
| Ritter Daniher Financial Advisory LLC | 3,149 | $651.5K | 0.11% | −290−8.4% | Reduced |
| Optima Capital LLC | 3,149 | $651.6K | 0.30% | +77+2.5% | Added |
| Chatterton & Associates Inc. | 3,427 | $652.4K | 0.46% | +57+1.7% | Added |
| Trust Co of the South | 3,154 | $652.6K | 0.10% | +79+2.6% | Added |
| Stillwater Wealth Management Group | 3,156 | $653.0K | 0.40% | +811+34.6% | Added |
| PFC Capital Group, Inc. | 3,160 | $653.0K | 0.29% | −35−1.1% | Reduced |
| SBI Okasan Asset Management Co.Ltd. | 3,100 | $653.2K | 0.03% | +400+14.8% | Added |
| Cahill Financial Advisors Inc | 3,158 | $653.4K | 0.07% | +3+0.1% | Added |
| Encompass Wealth Advisors, LLC | 3,161 | $654.1K | 0.23% | −701−18.2% | Reduced |
| Synergy Financial Group, LTD | 3,164 | $654.6K | 0.49% | +408+14.8% | Added |
| Wall Street Financial Group, Inc. | 3,168 | $655.5K | 0.39% | +719+29.4% | Added |
| Horizon Wealth Management, LLC | 3,171 | $656.0K | 0.10% | +34+1.1% | Added |
| Aigen Investment Management, LP | 3,176 | $657.1K | 0.17% | −4,333−57.7% | Reduced |
| One Wealth Advisors, LLC | 3,176 | $657.1K | 0.08% | +245+8.4% | Added |
| Elmwood Wealth Management, Inc. | 3,186 | $659.1K | 0.18% | −350−9.9% | Reduced |
| Hodges Capital Management Inc. | 3,187 | $659.4K | 0.05% | −864−21.3% | Reduced |
| Ridgewood Investments LLC | 3,194 | $660.8K | 0.27% | +3,194 | New |
| Smart Money Group LLC | 3,199 | $661.9K | 0.19% | +19+0.6% | Added |
| Benchmark Financial Wealth Advisors, LLC | 3,199 | $661.9K | 0.18% | +929+40.9% | Added |
| Clare Market Investments LLC | 3,200 | $662.1K | 0.14% | +3,200 | New |
| Stephenson National Bank & Trust | 3,205 | $663.1K | 0.19% | −506−13.6% | Reduced |
| Avant Capital LLC | 3,205 | $663.2K | 0.47% | +63+2.0% | Added |
| Good Harbor Advisors, Inc. | 3,209 | $664.1K | 0.73% | −118−3.5% | Reduced |
| Tandem Financial, LLC | 3,211 | $664.3K | 0.22% | +1,800+127.6% | Added |
| Floyd Financial Group LLC | 3,601 | $665.8K | 0.44% | +26+0.7% | Added |
| Northbridge Financial Group, LLC | 3,473 | $666.1K | 0.29% | +27+0.8% | Added |
| Canandaigua National Trust Co of Florida | 3,224 | $667.0K | 0.54% | −1,459−31.2% | Reduced |
| Oakmont Investment Advisors, Inc. | 3,226 | $667.1K | 0.61% | −75−2.3% | Reduced |
| Cookson Peirce & Co Inc | 3,229 | $668.1K | 0.03% | +1,436+80.1% | Added |
| ShoreHaven Wealth Partners, LLC | 3,231 | $668.5K | 0.24% | −80−2.4% | Reduced |
| Sprinkle Financial Consultants LLC | 3,231 | $668.5K | 0.31% | 00.0% | Unchanged |
| Strathmore Capital Advisors, Inc. | 3,610 | $668.6K | 0.19% | +364+11.2% | Added |
| Clarity Wealth Advisors, LLC | 3,232 | $668.8K | 0.14% | −853−20.9% | Reduced |
| Mitchell Capital Management Co | 3,235 | $669.3K | 0.12% | +656+25.4% | Added |
| Natixis | 3,236 | $669.5K | 0.00% | −57,763−94.7% | Reduced |
| Marshall Financial Group LLC | 3,238 | $670.0K | 0.11% | +724+28.8% | Added |
| American National Bank of Texas | 3,243 | $671.0K | 0.64% | −67−2.0% | Reduced |
| Nicholson Wealth Management Group, LLC | 3,246 | $671.6K | 0.39% | +350+12.1% | Added |
| Affinity Capital Advisors, LLC | 3,248 | $672.0K | 0.09% | +292+9.9% | Added |
| Invenio Wealth Partners LLC | 3,252 | $672.8K | 0.27% | −605−15.7% | Reduced |
| Avantra Family Wealth, Inc. | 3,256 | $673.7K | 0.50% | +3,256 | New |
| UMA Financial Services, Inc. | 3,260 | $674.4K | 0.09% | +197+6.4% | Added |
| Bravera Wealth | 3,261 | $674.7K | 0.30% | +48+1.5% | Added |
| Trust Co | 3,261 | $674.7K | 0.06% | +180+5.8% | Added |
| Salomon & Ludwin, LLC | 3,406 | $677.7K | 0.06% | −127−3.6% | Reduced |
| Black Diamond Financial, LLC | 3,279 | $678.4K | 0.07% | −356−9.8% | Reduced |
| Targeted Financial Services LLC | 3,280 | $678.6K | 0.56% | −10.0% | Reduced |
| Polymer Capital Management (US) LLC | 3,293 | $681.3K | 0.10% | −559−14.5% | Reduced |
| Oakland Financial Corp | 3,300 | $682.8K | 10.77% | 00.0% | Unchanged |
| Birinyi Associates Inc | 3,300 | $683.0K | 0.19% | −250−7.0% | Reduced |
| Crown Oak Advisors, LLC | 3,306 | $683.9K | 0.34% | +31+0.9% | Added |
| Baader Bank INC | 5,047 | $685.8K | 0.07% | +5,047 | New |
| Maridea Wealth Management LLC | 3,315 | $685.9K | 0.10% | +89+2.8% | Added |
| Eagle Strategies LLC | 3,316 | $686.0K | 0.08% | +116+3.6% | Added |
| Sterling Group Wealth Management, LLC | 3,319 | $686.7K | 0.32% | +1,824+122.0% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 3,326 | $688.1K | 0.20% | +1,085+48.4% | Added |
| Vance Wealth, Inc. | 3,326 | $688.1K | 0.20% | +101+3.1% | Added |
| Madison Wealth Partners, Inc | 3,328 | $688.5K | 0.11% | +543+19.5% | Added |
| Kelly Financial Services LLC | 3,335 | $690.0K | 0.17% | +26+0.8% | Added |
| Midwest Financial Group LLC | 3,338 | $690.5K | 0.29% | +114+3.5% | Added |
| LMR Partners LLP | 3,345 | $692.1K | 0.01% | +3,230+2,808.7% | Added |
| Gould Asset Management LLC | 3,354 | $693.9K | 0.12% | 00.0% | Unchanged |
| Clarion Wealth Managment Partners, LLC | 3,357 | $694.6K | 0.63% | +752+28.9% | Added |
| German American Bancorp, Inc. | 3,370 | $697.3K | 0.06% | +536+18.9% | Added |
| Grant Private Wealth Management Inc | 3,373 | $698.0K | 0.37% | +491+17.0% | Added |
| Hudson Value Partners, LLC | 3,375 | $698.3K | 0.21% | −190−5.3% | Reduced |
| Firethorn Wealth Partners, LLC | 3,376 | $698.4K | 0.26% | +52+1.6% | Added |
| 1248 Management, LLC | 3,377 | $698.7K | 0.32% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 3,380 | $699.3K | 0.20% | −30−0.9% | Reduced |
| Lloyd Advisory Services, LLC. | 3,380 | $699.3K | 0.20% | +2,112+166.6% | Added |
| Beto Financial Group, LLC | 3,838 | $700.5K | 0.41% | +16+0.4% | Added |
| Roberts Glore & Co Inc | 3,394 | $702.1K | 0.19% | −191−5.3% | Reduced |
| Curated Wealth Partners LLC | 3,396 | $702.6K | 0.09% | +423+14.2% | Added |
| Byrne Asset Management LLC | 3,399 | $703.3K | 0.42% | +3,072+939.4% | Added |
| Innova Wealth Partners | 3,401 | $703.6K | 0.33% | +14+0.4% | Added |
| EJMK Ventures LLC | 3,403 | $704.0K | 0.39% | −166−4.7% | Reduced |
| GDS Wealth Management | 3,409 | $705.3K | 0.04% | −921−21.3% | Reduced |
| Unique Wealth Strategies, LLC | 3,409 | $705.3K | 0.29% | +3,409 | New |
| Belleair Asset Management, LLC | 3,411 | $705.7K | 0.64% | 00.0% | Unchanged |
| Integrity Wealth Advisors, Inc. | 3,411 | $705.7K | 0.42% | 00.0% | Unchanged |
| Front Street Capital Management, Inc. | 3,411 | $706.0K | 0.09% | +10+0.3% | Added |
| SkyView Investment Advisors, LLC | 3,411 | $706.0K | 0.09% | +507+17.5% | Added |
| Rock Point Advisors, LLC | 3,414 | $706.4K | 0.19% | +170+5.2% | Added |
| HHM Wealth Advisors, LLC | 3,420 | $707.7K | 0.08% | +719+26.6% | Added |
| Inspire Advisors, LLC | 3,421 | $707.8K | 0.06% | +932+37.4% | Added |