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 |
|---|---|---|---|---|---|
| Defined Wealth Management, LLC | 4,657 | $963.6K | 0.56% | +77+1.7% | Added |
| Baker Tilly Wealth Management, LLC | 4,658 | $963.7K | 0.23% | −391−7.7% | Reduced |
| Castleview Partners, LLC | 4,660 | $964.2K | 0.49% | +568+13.9% | Added |
| Saxony Capital Management, LLC | 4,669 | $966.1K | 0.56% | +422+9.9% | Added |
| Brooklyn FI, LLC | 4,671 | $966.4K | 0.20% | 00.0% | Unchanged |
| Armstrong Advisory Group, Inc | 4,673 | $966.8K | 0.06% | +173+3.8% | Added |
| Ruggaard & Associates LLC | 4,680 | $968.4K | 0.38% | +20.0% | Added |
| Worth Asset Management, LLC | 4,688 | $969.9K | 0.36% | +3,091+193.6% | Added |
| Sterneck Capital Management, LLC | 4,688 | $970.0K | 0.44% | −1,020−17.9% | Reduced |
| Capital Square, LLC | 5,247 | $971.9K | 0.45% | −139−2.6% | Reduced |
| Brave Asset Management Inc | 4,706 | $973.7K | 0.23% | +340+7.8% | Added |
| Amarillo National Bank | 4,716 | $975.7K | 0.17% | −155−3.2% | Reduced |
| Blue Capital, Inc. | 4,716 | $975.7K | 0.64% | +127+2.8% | Added |
| Lodestar Private Asset Management LLC | 4,718 | $976.1K | 0.10% | +47+1.0% | Added |
| First National Bank of Hutchinson | 4,721 | $976.8K | 0.62% | 00.0% | Unchanged |
| Range Advisory, LLC | 4,721 | $976.8K | 0.18% | +2,317+96.4% | Added |
| Successful Portfolios LLC | 4,674 | $976.9K | 0.54% | −111−2.3% | Reduced |
| Signet Financial Management, LLC | 4,730 | $978.6K | 0.11% | −18,793−79.9% | Reduced |
| Oarsman Capital, Inc. | 4,731 | $978.9K | 0.12% | −186−3.8% | Reduced |
| CM Wealth Advisors LLC | 4,737 | $980.1K | 0.21% | +10+0.2% | Added |
| Syverson Strege & Co | 4,743 | $981.4K | 0.24% | +1,021+27.4% | Added |
| Clarity Financial LLC | 4,749 | $982.6K | 0.11% | −241−4.8% | Reduced |
| BCS Wealth Management | 4,756 | $983.8K | 0.20% | −5,116−51.8% | Reduced |
| Applied Capital LLC | 4,757 | $984.2K | 0.72% | +617+14.9% | Added |
| Barlow Wealth Partners, Inc. | 5,363 | $986.7K | 0.11% | 00.0% | Unchanged |
| Winthrop Advisory Group LLC | 4,770 | $987.0K | 0.08% | −319−6.3% | Reduced |
| First County Bank | 4,775 | $987.9K | 0.53% | −490−9.3% | Reduced |
| Fiduciary Financial Group, LLC | 4,776 | $988.1K | 0.13% | +146+3.2% | Added |
| Moulton Wealth Management, Inc | 4,932 | $988.9K | 0.68% | +20.0% | Added |
| BLI - Banque de Luxembourg Investments | 6,600 | $988.9K | 0.03% | 00.0% | Unchanged |
| Accredited Investors Inc. | 4,784 | $989.8K | 0.05% | −218−4.4% | Reduced |
| JNBA Financial Advisors | 4,790 | $991.1K | 0.08% | +307+6.8% | Added |
| Emprise Bank | 4,793 | $991.7K | 0.40% | −106−2.2% | Reduced |
| Purus Wealth Management, LLC | 4,795 | $992.0K | 0.32% | −147−3.0% | Reduced |
| Atticus Wealth Management, LLC | 4,808 | $994.7K | 0.27% | +49+1.0% | Added |
| Darden Wealth Group Inc | 4,809 | $995.0K | 0.51% | +20+0.4% | Added |
| Sacks & Associates, LLC | 4,811 | $995.4K | 0.74% | −90−1.8% | Reduced |
| Safeguard Investment Advisory Group, LLC | 4,812 | $995.7K | 0.28% | −161−3.2% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 4,815 | $996.2K | 0.01% | 00.0% | Unchanged |
| RDA Financial Network | 4,826 | $998.6K | 0.25% | −9,389−66.0% | Reduced |
| TrustBank | 4,828 | $998.9K | 0.39% | +2,054+74.0% | Added |
| RWM Asset Management, LLC | 4,829 | $999.0K | 0.11% | +843+21.1% | Added |
| Provident Living Financial Services, Inc. | 4,830 | $999.3K | 1.10% | −33−0.7% | Reduced |
| HTG Investment Advisors, Inc. | 4,831 | $999.5K | 0.29% | 00.0% | Unchanged |
| Melfa Wealth Management, LLC | 4,832 | $999.7K | 0.57% | −33−0.7% | Reduced |
| Trailhead Planners LLC | 4,836 | $1.00M | 0.96% | −152−3.0% | Reduced |
| Walsky Investment Management, Inc. | 4,838 | $1.00M | 1.02% | −100−2.0% | Reduced |
| J. Derek Lewis & Associates Inc. | 4,844 | $1.00M | 0.23% | +289+6.3% | Added |
| Auxano Advisors, LLC | 4,846 | $1.00M | 0.20% | +11+0.2% | Added |
| William B. Walkup & Associates, Inc. | 6,000 | $1.00M | 0.60% | −361−5.7% | Reduced |
| Compagnie Lombard Odier SCmA | 4,859 | $1.01M | 0.01% | −1,057−17.9% | Reduced |
| Capital Performance Advisors LLP | 4,859 | $1.01M | 0.07% | +676+16.2% | Added |
| Ethos Financial Group, LLC | 4,874 | $1.01M | 0.07% | +1,915+64.7% | Added |
| Future Fund LLC | 4,895 | $1.01M | 0.36% | −962−16.4% | Reduced |
| Three Seasons Wealth, LLC | 4,895 | $1.01M | 0.39% | +153+3.2% | Added |
| Financial Solutions Advisory Group, Inc. | 4,902 | $1.01M | 0.14% | +4,902 | New |
| D'Orazio & Associates, Inc. | 4,907 | $1.02M | 0.13% | +27+0.6% | Added |
| KDT Advisors, LLC | 4,916 | $1.02M | 1.62% | +185+3.9% | Added |
| Jackson, Grant Investment Advisers, Inc. | 4,922 | $1.02M | 0.34% | +21+0.4% | Added |
| Cambridge Advisors Inc. | 4,940 | $1.02M | 0.20% | +157+3.3% | Added |
| Northcape Wealth Management, LLC | 4,944 | $1.02M | 0.28% | +262+5.6% | Added |
| Shore Point Advisors, LLC | 4,950 | $1.02M | 0.40% | −1,020−17.1% | Reduced |
| Sunflower Bank, N.A. | 4,952 | $1.02M | 0.26% | −508−9.3% | Reduced |
| Stonebridge Financial Group, LLC | 4,954 | $1.02M | 0.86% | +167+3.5% | Added |
| Mosaic Family Wealth Partners, LLC | 4,954 | $1.03M | 0.10% | +51+1.0% | Added |
| Athena Wealth Management, LLC | 4,968 | $1.03M | 0.84% | +60+1.2% | Added |
| Sweeney & Michel, LLC | 5,360 | $1.03M | 0.30% | +29+0.5% | Added |
| Onefund, LLC | 5,201 | $1.03M | 0.66% | −573−9.9% | Reduced |
| Archetype Wealth Partners | 4,975 | $1.03M | 0.13% | +717+16.8% | Added |
| Redwood Investment Management, LLC | 4,981 | $1.03M | 0.13% | −572−10.3% | Reduced |
| Code Waechter LLC | 4,978 | $1.03M | 0.61% | −304−5.8% | Reduced |
| Legacy Capital Group California, Inc. | 4,983 | $1.03M | 0.39% | −942−15.9% | Reduced |
| BSW Wealth Partners | 4,984 | $1.03M | 0.13% | +139+2.9% | Added |
| WestHill Financial Advisors, Inc. | 4,996 | $1.03M | 0.20% | −334−6.3% | Reduced |
| American Assets Inc | 5,000 | $1.03M | 0.35% | 00.0% | Unchanged |
| Luminus Management LLC | 5,000 | $1.03M | 0.63% | +5,000 | New |
| Wedgewood Investors Inc | 5,015 | $1.04M | 1.19% | −108−2.1% | Reduced |
| Cambria Investment Management, L.P. | 5,021 | $1.04M | 0.06% | −338−6.3% | Reduced |
| Quent Capital, LLC | 5,026 | $1.04M | 0.07% | −23−0.5% | Reduced |
| Genesee Capital Advisors, LLC | 5,027 | $1.04M | 0.44% | +16+0.3% | Added |
| Chesapeake Asset Management LLC | 5,028 | $1.04M | 0.83% | −453−8.3% | Reduced |
| Stableford Capital II LLC | 5,035 | $1.04M | 0.39% | −2,209−30.5% | Reduced |
| Shepherd Street Advisors LLC | 5,040 | $1.04M | 1.03% | −176−3.4% | Reduced |
| MQS Management LLC | 5,051 | $1.05M | 0.71% | −532−9.5% | Reduced |
| Interchange Capital Partners, LLC | 6,094 | $1.05M | 0.34% | −9,150−60.0% | Reduced |
| Fund Advisors of America Inc | 5,059 | $1.05M | 1.06% | +170+3.5% | Added |
| Spartan Wealth Advisory Services LLC | 5,061 | $1.05M | 0.09% | +5,061 | New |
| Sigma Investment Counselors Inc | 5,079 | $1.05M | 0.06% | −31−0.6% | Reduced |
| Atwood & Palmer Inc | 5,084 | $1.05M | 0.06% | −19−0.4% | Reduced |
| Meriwether Wealth & Planning, LLC | 5,086 | $1.05M | 0.58% | +149+3.0% | Added |
| SevenBridge Financial Group, LLC | 5,650 | $1.05M | 0.16% | −306−5.1% | Reduced |
| Thoma Capital Management LLC | 5,101 | $1.06M | 0.62% | +108+2.2% | Added |
| Werba Rubin Papier Wealth Management | 5,102 | $1.06M | 0.15% | +388+8.2% | Added |
| Mainstream Capital Management LLC | 5,108 | $1.06M | 0.71% | 00.0% | Unchanged |
| Viawealth, LLC | 5,111 | $1.06M | 0.59% | +25+0.5% | Added |
| Van Den Berg Management I, Inc | 5,115 | $1.06M | 0.24% | +619+13.8% | Added |
| Regatta Capital Group, LLC | 5,116 | $1.06M | 0.16% | +33+0.6% | Added |
| LGT Financial Advisors LLC | 5,123 | $1.06M | 5.43% | −1,024−16.7% | Reduced |
| SHP Wealth Management | 5,123 | $1.06M | 0.08% | +242+5.0% | Added |
| Brandywine Trust Co | 5,129 | $1.06M | 0.19% | 00.0% | Unchanged |