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 | 4,311 | $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 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 |
|---|---|---|---|---|---|
| Sym Financial Corp | 4,178 | $864.4K | 0.09% | +274+7.0% | Added |
| Carderock Capital Management Inc | 4,182 | $865.3K | 0.21% | 00.0% | Unchanged |
| First National Bank of Mount Dora, Trust Investment Services | 4,183 | $865.5K | 0.19% | −1,072−20.4% | Reduced |
| Compass Capital Corp | 4,752 | $865.7K | 0.31% | +2,993+170.2% | Added |
| South Street Advisors LLC | 4,186 | $866.1K | 0.13% | 00.0% | Unchanged |
| ODonnell Financial Services, LLC | 4,187 | $866.3K | 0.30% | +428+11.4% | Added |
| Cpwa, LLC | 4,689 | $866.3K | 1.04% | +4,689 | New |
| Bernardo Wealth Planning LLC | 4,188 | $866.6K | 0.17% | −25−0.6% | Reduced |
| Spartan Planning & Wealth Management | 4,189 | $866.8K | 0.64% | +4,189 | New |
| Qsemble Capital Management, LP | 4,194 | $867.7K | 0.07% | −58,541−93.3% | Reduced |
| Fractal Investments LLC | 4,200 | $869.0K | 0.10% | 00.0% | Unchanged |
| Apollon Financial, LLC | 4,201 | $869.2K | 0.12% | +126+3.1% | Added |
| Millstone Evans Group, LLC | 4,202 | $869.3K | 0.52% | +64+1.5% | Added |
| Ami Asset Management Corp | 4,207 | $870.4K | 0.06% | −1,970−31.9% | Reduced |
| EdgeRock Capital LLC | 4,211 | $871.2K | 0.24% | +344+8.9% | Added |
| First Western Trust Bank | 4,212 | $871.5K | 0.04% | +251+6.3% | Added |
| Avion Wealth | 4,215 | $872.0K | 0.18% | +81+2.0% | Added |
| Collective Family Office LLC | 4,218 | $872.8K | 0.20% | −517−10.9% | Reduced |
| Dumont & Blake Investment Advisors LLC | 4,225 | $874.2K | 0.22% | −3,030−41.8% | Reduced |
| Core Wealth Advisors, Inc. | 4,228 | $874.8K | 0.21% | 00.0% | Unchanged |
| Fiduciary Family Office, LLC | 4,230 | $875.2K | 0.25% | −470−10.0% | Reduced |
| LeConte Wealth Management, LLC | 4,233 | $875.8K | 0.57% | +80+1.9% | Added |
| Client 1st Advisory Group, LLC | 4,236 | $876.5K | 0.27% | −196−4.4% | Reduced |
| AF Advisors, Inc. | 4,250 | $879.3K | 0.49% | −5−0.1% | Reduced |
| Lederer & Associates Investment Counsel | 4,255 | $880.0K | 0.62% | +100+2.4% | Added |
| Smallwood Wealth Investment Management, LLC | 4,257 | $880.9K | 0.46% | 00.0% | Unchanged |
| Frisch Financial Group, Inc. | 4,263 | $882.1K | 0.18% | +375+9.6% | Added |
| Huntleigh Advisors, Inc. | 4,264 | $882.4K | 0.15% | +1,377+47.7% | Added |
| Elser Financial Planning, Inc | 4,371 | $882.5K | 0.04% | +20.0% | Added |
| SJS Investment Consulting Inc. | 4,277 | $885.0K | 0.11% | +344+8.7% | Added |
| CFO4Life Group, LLC | 4,285 | $886.5K | 0.14% | −315−6.8% | Reduced |
| Tuttle Tactical Management | 4,288 | $887.2K | 1.46% | +4,288 | New |
| Michael B. Yongue | 4,292 | $888.0K | 0.65% | +175+4.3% | Added |
| Eight 31 Financial LLC | 4,295 | $888.6K | 0.54% | −116−2.6% | Reduced |
| NorthStar Asset Management LLC | 4,300 | $889.7K | 0.43% | +4+0.1% | Added |
| Elevated Capital Advisors, LLC | 4,304 | $890.4K | 0.22% | −8,535−66.5% | Reduced |
| Sterling Capital Management LLC | 4,311 | $891.9K | 0.02% | 00.0% | Unchanged |
| First Growth Capital LLC | 4,519 | $892.1K | 0.81% | −8−0.2% | Reduced |
| Financial Partners Group, Inc | 4,313 | $892.4K | 0.11% | +160+3.9% | Added |
| LifeSteps Financial, Inc. | 4,317 | $893.1K | 0.57% | 00.0% | Unchanged |
| Cladis Investment Advisory, LLC | 4,320 | $893.8K | 0.49% | −1,100−20.3% | Reduced |
| Fiera Capital Corp | 4,322 | $894.2K | 0.00% | +102+2.4% | Added |
| Millennium Capital Advisors, LLC | 4,328 | $895.4K | 0.55% | +1,005+30.2% | Added |
| Wescott Financial Advisory Group, LLC | 4,346 | $899.3K | 0.08% | +728+20.1% | Added |
| Penney Financial, LLC | 4,349 | $899.7K | 0.35% | −1,159−21.0% | Reduced |
| Impact Partnership Wealth, LLC | 4,353 | $900.5K | 0.11% | −2,789−39.1% | Reduced |
| Trifecta Capital Advisors, LLC | 4,360 | $902.1K | 0.14% | 00.0% | Unchanged |
| Merrion Investment Management Co, LLC | 4,361 | $902.3K | 0.48% | 00.0% | Unchanged |
| Northern Financial Advisors Inc | 4,368 | $903.7K | 0.66% | +2,246+105.8% | Added |
| Vaughan & Co Securities, Inc. | 4,371 | $904.4K | 0.47% | −48−1.1% | Reduced |
| TSFG, LLC | 4,381 | $906.0K | 0.14% | +64+1.5% | Added |
| Volterra Technologies LP | 4,382 | $906.6K | 0.64% | +4,382 | New |
| Stiles Financial Services Inc | 4,400 | $910.5K | 0.28% | +119+2.8% | Added |
| Signature Equity Partners, LLC | 4,406 | $911.6K | 0.49% | +611+16.1% | Added |
| Greenfield Seitz Capital Management, LLC | 4,410 | $912.4K | 0.28% | −1,492−25.3% | Reduced |
| Wellington Grp LLC | 4,411 | $912.7K | 0.28% | +732+19.9% | Added |
| First National Bank Sioux Falls | 4,852 | $912.9K | 0.25% | −28−0.6% | Reduced |
| First Hawaiian Bank | 4,416 | $913.7K | 0.13% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 4,428 | $916.2K | 0.12% | +2,208+99.5% | Added |
| BCJ Capital Management, LLC | 4,429 | $916.5K | 0.05% | −9,467−68.1% | Reduced |
| Evernest Financial Advisors, LLC | 4,962 | $916.9K | 0.19% | +374+8.2% | Added |
| North Forty Two & Co. | 4,435 | $917.6K | 0.85% | −170−3.7% | Reduced |
| Ponta Wealth Partners, LLC | 4,452 | $921.1K | 0.74% | +210+5.0% | Added |
| Arcadia Investment Management Corp | 4,454 | $921.5K | 0.16% | −285−6.0% | Reduced |
| Atlas Legacy Advisors, LLC | 4,459 | $922.0K | 0.17% | −558−11.1% | Reduced |
| Ellis Investment Partners, LLC | 4,463 | $923.5K | 0.16% | +257+6.1% | Added |
| Miller Capital Partners, Inc. | 4,468 | $924.4K | 0.45% | 00.0% | Unchanged |
| Baron Silver Stevens Financial Advisors, LLC | 4,475 | $925.9K | 0.13% | +491+12.3% | Added |
| TFR Capital, LLC. | 4,478 | $926.5K | 0.28% | +241+5.7% | Added |
| Hummer Financial Advisory Services Inc | 4,483 | $927.5K | 0.66% | 00.0% | Unchanged |
| Lynx Investment Advisory | 4,485 | $928.0K | 0.44% | +72+1.6% | Added |
| Climber Capital SA | 4,501 | $930.8K | 0.61% | +4,501 | New |
| Clearwave Capital, LLC | 4,502 | $931.5K | 0.64% | +264+6.2% | Added |
| Prentice Wealth Management LLC | 4,513 | $933.7K | 0.21% | −62−1.4% | Reduced |
| Fortitude Advisory Group L.L.C. | 4,513 | $933.8K | 0.42% | +19+0.4% | Added |
| Sandy Cove Advisors, LLC | 4,515 | $934.1K | 0.28% | +1,824+67.8% | Added |
| Nichols & Pratt Advisers LLP | 4,518 | $934.8K | 0.06% | 00.0% | Unchanged |
| Verdad Advisers, LP | 4,525 | $936.2K | 1.05% | −13,983−75.6% | Reduced |
| Eldridge Investment Advisors, Inc. | 4,527 | $936.6K | 0.21% | −133−2.9% | Reduced |
| Regent Peak Wealth Advisors LLC | 4,533 | $938.0K | 0.19% | +345+8.2% | Added |
| Optas, LLC | 4,537 | $938.7K | 0.14% | +1,149+33.9% | Added |
| Whelan Financial | 4,542 | $939.7K | 0.29% | +3+0.1% | Added |
| ProVise Management Group, LLC | 4,547 | $940.8K | 0.07% | 00.0% | Unchanged |
| Tower Trust & Investment Co | 4,548 | $940.9K | 0.62% | −33−0.7% | Reduced |
| Atlantic Family Wealth, LLC | 4,566 | $944.7K | 0.68% | +269+6.3% | Added |
| Ambassador Advisors, LLC | 4,585 | $948.5K | 0.14% | +53+1.2% | Added |
| Access Financial Services, Inc. | 4,585 | $948.6K | 0.34% | −50−1.1% | Reduced |
| West Family Investments, Inc. | 4,602 | $952.2K | 0.33% | −5,112−52.6% | Reduced |
| Olistico Wealth, LLC | 4,605 | $952.8K | 0.47% | +648+16.4% | Added |
| Chancellor Financial Group WB LP | 4,610 | $953.8K | 0.68% | −77−1.6% | Reduced |
| General Partner, Inc. | 4,610 | $953.8K | 0.58% | 00.0% | Unchanged |
| Select Asset Management & Trust | 4,620 | $956.0K | 0.30% | 00.0% | Unchanged |
| Nova R Wealth, Inc. | 4,621 | $956.1K | 0.31% | +45+1.0% | Added |
| Trilogy Capital Inc. | 4,626 | $957.0K | 0.04% | −107−2.3% | Reduced |
| Guilbault Capital LLC | 4,637 | $959.4K | 1.05% | 00.0% | Unchanged |
| VUB Generali dochodkova spravcovska spolocnost, a.s. | 4,648 | $961.7K | 0.76% | 00.0% | Unchanged |
| Strategic Financial Concepts, LLC | 4,648 | $961.7K | 0.24% | +1,956+72.7% | Added |
| Compass Ion Advisors, LLC | 4,648 | $961.7K | 0.09% | −6−0.1% | Reduced |
| Wrapmanager Inc | 4,649 | $961.9K | 0.33% | +161+3.6% | Added |
| Stevens Capital Management LP | 4,651 | $962.0K | 0.15% | +4,651 | New |