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 |
|---|---|---|---|---|---|
| Beaird Harris Wealth Management, LLC | 5,139 | $1.06M | 0.07% | +5+0.1% | Added |
| Falcon Wealth Planning | 5,147 | $1.06M | 0.07% | +2,345+83.7% | Added |
| Wellspring Financial Advisors, LLC | 5,160 | $1.07M | 0.08% | +1,367+36.0% | Added |
| Crestmont Private Wealth LLC | 5,160 | $1.07M | 0.34% | 00.0% | Unchanged |
| Old North State Wealth Management, LLC | 5,157 | $1.07M | 0.49% | +127+2.5% | Added |
| Tanglewood Legacy Advisors, LLC | 5,164 | $1.07M | 0.39% | +18+0.3% | Added |
| Howard Financial Services, Ltd. | 5,165 | $1.07M | 0.12% | +785+17.9% | Added |
| Indie Asset Partners, LLC | 5,169 | $1.07M | 1.22% | +344+7.1% | Added |
| Addison Advisors LLC | 5,180 | $1.07M | 0.24% | +252+5.1% | Added |
| Winning Points Advisors, LLC | 5,297 | $1.07M | 1.08% | +150+2.9% | Added |
| Legacy Wealth Asset Management, LLC | 5,202 | $1.08M | 0.26% | −10.0% | Reduced |
| US Asset Management LLC | 5,203 | $1.08M | 0.93% | −29−0.6% | Reduced |
| First Financial Corp | 5,209 | $1.08M | 0.42% | −88−1.7% | Reduced |
| Integrity Advisory Solutions, LLC | 5,212 | $1.08M | 0.14% | +1,537+41.8% | Added |
| Hardin Capital Partners, LLC | 5,212 | $1.08M | 0.50% | +67+1.3% | Added |
| Scissortail Wealth Management, LLC | 5,214 | $1.08M | 0.22% | −75−1.4% | Reduced |
| Jupiter Wealth Management LLC | 5,800 | $1.08M | 0.43% | +4,050+231.4% | Added |
| Ballew Advisors, Inc | 5,686 | $1.08M | 0.61% | +11+0.2% | Added |
| Teucrium Investment Advisors, LLC | 5,240 | $1.08M | 0.84% | +5,240 | New |
| Basecamp Wealth Advisors LLC | 5,241 | $1.08M | 0.22% | +8+0.2% | Added |
| Capula Management Ltd | 5,259 | $1.09M | 0.01% | +1,250+31.2% | Added |
| Strategic Wealth Partners, Ltd. | 5,265 | $1.09M | 0.08% | +622+13.4% | Added |
| Claris Financial LLC | 5,273 | $1.09M | 0.60% | +31+0.6% | Added |
| Cherry Creek Investment Advisors, Inc. | 5,279 | $1.09M | 0.47% | +147+2.9% | Added |
| Tred Avon Family Wealth, LLC | 5,290 | $1.09M | 0.36% | +399+8.2% | Added |
| Focused Alpha, LLC | 5,292 | $1.09M | 0.34% | −17−0.3% | Reduced |
| Syntax Research, Inc. | 5,296 | $1.10M | 0.70% | −605−10.3% | Reduced |
| Diamant Asset Management, Inc. | 1,095,949 | $1.10M | 0.80% | +1,090,739+20,935.5% | Added |
| Tudor Financial Inc. | 5,297 | $1.10M | 0.56% | +6+0.1% | Added |
| Hilton Head Capital Partners, LLC | 5,299 | $1.10M | 0.62% | −1,021−16.2% | Reduced |
| Cross Staff Investments Inc | 5,313 | $1.10M | 0.72% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 5,318 | $1.10M | 0.15% | +355+7.2% | Added |
| Miller Global Investments, LLC | 5,330 | $1.10M | 1.01% | +91+1.7% | Added |
| Riversedge Advisors, LLC | 5,335 | $1.10M | 0.18% | +1,136+27.1% | Added |
| Aspire Capital Advisors LLC | 5,337 | $1.10M | 0.25% | +101+1.9% | Added |
| Unified Investment Management | 5,346 | $1.11M | 1.14% | 00.0% | Unchanged |
| Proactive Wealth Strategies LLC | 5,348 | $1.11M | 0.21% | +2,649+98.1% | Added |
| Bullock Wealth Management Group | 5,606 | $1.11M | 0.56% | −7−0.1% | Reduced |
| Weiss Asset Management LP | 5,355 | $1.11M | 0.02% | +5,355 | New |
| Cromwell Holdings LLC | 5,356 | $1.11M | 0.62% | 00.0% | Unchanged |
| JGP Wealth Management, LLC | 5,365 | $1.11M | 0.12% | −4,196−43.9% | Reduced |
| Breakwater Capital Group | 5,372 | $1.11M | 0.15% | −65−1.2% | Reduced |
| Samalin Investment Counsel, LLC | 5,376 | $1.11M | 0.39% | −142−2.6% | Reduced |
| New Republic Capital, LLC | 5,377 | $1.11M | 0.37% | −1,274−19.2% | Reduced |
| Walter & Keenan Financial Consulting Co | 5,421 | $1.12M | 0.32% | +144+2.7% | Added |
| Keynote Financial Services LLC | 5,425 | $1.12M | 0.60% | −48−0.9% | Reduced |
| Aster Capital Management (DIFC) Ltd | 6,711 | $1.12M | 0.37% | +5,580+493.4% | Added |
| KG&L Capital Management,LLC | 5,642 | $1.12M | 0.81% | −10,410−64.9% | Reduced |
| Davis Capital Management | 5,439 | $1.13M | 0.76% | +335+6.6% | Added |
| China Universal Asset Management Co., Ltd. | 5,447 | $1.13M | 0.09% | +421+8.4% | Added |
| Foster Group, Inc. | 5,447 | $1.13M | 0.03% | +963+21.5% | Added |
| ORG Wealth Partners, LLC | 5,451 | $1.13M | 0.22% | −1,821−25.0% | Reduced |
| Carson Advisory Inc. | 5,455 | $1.13M | 0.59% | −924−14.5% | Reduced |
| Marex Group plc | 5,459 | $1.13M | 0.01% | +491+9.9% | Added |
| Sandbox Financial Partners, LLC | 5,459 | $1.13M | 0.32% | +48+0.9% | Added |
| Lakeshore Capital Group, Inc. | 5,461 | $1.13M | 0.92% | +91+1.7% | Added |
| von Borstel & Associates, Inc. | 5,463 | $1.13M | 0.26% | +50+0.9% | Added |
| Cozad Asset Management Inc | 5,463 | $1.13M | 0.09% | +96+1.8% | Added |
| Howard Capital Management Group, LLC | 5,465 | $1.13M | 0.08% | −25−0.5% | Reduced |
| Cowa, LLC | 5,468 | $1.13M | 0.31% | −111−2.0% | Reduced |
| Amussen Hunsaker Associates LLC | 5,472 | $1.13M | 0.12% | +882+19.2% | Added |
| Central Bank & Trust Co | 5,473 | $1.13M | 0.18% | −19−0.3% | Reduced |
| Coco Enterprises, LLC | 5,725 | $1.13M | 0.58% | +321+5.9% | Added |
| WorthPointe, LLC | 5,476 | $1.13M | 0.31% | −111−2.0% | Reduced |
| MEMBERS Trust Co | 5,478 | $1.13M | 0.04% | −146−2.6% | Reduced |
| JB Capital LLC | 5,478 | $1.13M | 0.05% | +697+14.6% | Added |
| Rydar Equities, Inc. | 5,483 | $1.13M | 0.88% | −162−2.9% | Reduced |
| Whalen Wealth Management Inc. | 5,491 | $1.14M | 0.61% | +230+4.4% | Added |
| Greenspring Advisors, LLC | 5,495 | $1.14M | 0.07% | +479+9.5% | Added |
| Infinity Wealth Counsel, LLC | 5,497 | $1.14M | 1.04% | −30−0.5% | Reduced |
| Chemistry Wealth Management LLC | 5,533 | $1.14M | 0.20% | −119−2.1% | Reduced |
| Meadow Creek Wealth Advisors LLC | 5,545 | $1.15M | 0.74% | −4−0.1% | Reduced |
| GatePass Capital, LLC | 5,559 | $1.15M | 0.56% | +130+2.4% | Added |
| MBA Advisors LLC | 5,563 | $1.15M | 0.44% | +506+10.0% | Added |
| Advisory Research Inc | 5,566 | $1.15M | 0.14% | −2,215−28.5% | Reduced |
| Edgemoor Investment Advisors, Inc. | 5,575 | $1.15M | 0.09% | 00.0% | Unchanged |
| Investment Research Partners LLC | 5,579 | $1.15M | 0.47% | −193−3.3% | Reduced |
| Guardian Wealth Advisors, LLC | 5,581 | $1.15M | 0.66% | −135−2.4% | Reduced |
| Alchemi Wealth, LLC | 5,588 | $1.16M | 0.64% | +1,268+29.4% | Added |
| Invera Wealth Advisors, LLC | 5,595 | $1.16M | 0.74% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 5,994 | $1.16M | 0.69% | 00.0% | Unchanged |
| January Capital Advisors LLC | 5,618 | $1.16M | 1.57% | +5,618 | New |
| Chung Wu Investment Group, LLC | 5,620 | $1.16M | 1.00% | +2,000+55.2% | Added |
| MJP Associates Inc | 5,620 | $1.16M | 0.14% | +322+6.1% | Added |
| Cornerstone Advisory, LLC | 5,625 | $1.16M | 0.11% | +52+0.9% | Added |
| Shepherd Financial Partners LLC | 5,628 | $1.16M | 0.11% | +74+1.3% | Added |
| Ironsides Asset Advisors, LLC | 5,631 | $1.17M | 0.29% | −45−0.8% | Reduced |
| Alessandra Capital Management, LLC | 5,667 | $1.17M | 1.00% | +80+1.4% | Added |
| Corundum Group, Inc. | 5,673 | $1.17M | 0.39% | +960+20.4% | Added |
| Winthrop Capital Management, LLC | 5,673 | $1.17M | 0.30% | +168+3.1% | Added |
| Rather & Kittrell, Inc. | 5,676 | $1.17M | 0.18% | +26+0.5% | Added |
| LaSalle St. Investment Advisors, LLC | 5,684 | $1.18M | 0.17% | +1,125+24.7% | Added |
| Seelaus Asset Management LLC | 5,950 | $1.18M | 0.85% | +950+19.0% | Added |
| Monument Capital Management | 5,693 | $1.18M | 0.30% | +87+1.6% | Added |
| Mogy Joel R Investment Counsel Inc | 5,693 | $1.18M | 0.07% | 00.0% | Unchanged |
| Aviso Financial Inc. | 5,700 | $1.18M | 0.04% | +610+12.0% | Added |
| Victrix Investment Advisors | 5,705 | $1.18M | 0.43% | +64+1.1% | Added |
| Probity Advisors, Inc. | 5,710 | $1.18M | 0.19% | −251−4.2% | Reduced |
| Sound Income Strategies, LLC | 5,991 | $1.18M | 0.06% | −28−0.5% | Reduced |
| Broadwater Capital Management LLC | 7,767 | $1.18M | 0.88% | 00.0% | Unchanged |