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 |
|---|---|---|---|---|---|
| Cooper/Haims Advisors, LLC | 5,723 | $1.18M | 0.56% | −161−2.7% | Reduced |
| Sterling Investment Management, Inc. | 5,724 | $1.18M | 0.71% | −109−1.9% | Reduced |
| Wealth Architects, LLC | 5,744 | $1.19M | 0.11% | +75+1.3% | Added |
| Rexford Capital Inc | 5,750 | $1.19M | 0.85% | +674+13.3% | Added |
| Vinva Investment Management Ltd | 5,660 | $1.19M | 0.01% | −463−7.6% | Reduced |
| Vicus Capital | 5,785 | $1.20M | 0.09% | +512+9.7% | Added |
| Elgethun Capital Management | 5,786 | $1.20M | 0.20% | +824+16.6% | Added |
| Am Investment Strategies LLC | 5,791 | $1.20M | 0.26% | +626+12.1% | Added |
| Gaddis Premier Wealth Advisors LLC | 5,798 | $1.20M | 0.89% | −132−2.2% | Reduced |
| Old Point Trust & Financial Services N A | 5,800 | $1.20M | 0.39% | −803−12.2% | Reduced |
| Partnership Wealth Management, LLC | 5,800 | $1.20M | 0.92% | 00.0% | Unchanged |
| Stony Point Wealth Management Inc. | 5,801 | $1.20M | 0.48% | +85+1.5% | Added |
| Pinnacle Wealth Planning Services, Inc. | 5,804 | $1.20M | 0.12% | −205−3.4% | Reduced |
| Integris Wealth Management, LLC | 5,805 | $1.20M | 0.28% | +148+2.6% | Added |
| D.B. Root & Company, LLC | 5,816 | $1.20M | 0.29% | +264+4.8% | Added |
| Pingora Partners LLC | 5,822 | $1.20M | 0.71% | 00.0% | Unchanged |
| Counterweight Ventures, LLC | 5,827 | $1.21M | 0.68% | −140−2.3% | Reduced |
| Kirtland Hills Capital Management, LLC | 6,447 | $1.21M | 0.38% | +6,447 | New |
| Edge Wealth Management LLC | 5,834 | $1.21M | 0.21% | +1,022+21.2% | Added |
| QTR Family Wealth, LLC | 6,463 | $1.21M | 0.50% | +42+0.7% | Added |
| Vision Capital Management, Inc. | 5,847 | $1.21M | 0.15% | +16+0.3% | Added |
| Blume Capital Management, Inc. | 5,856 | $1.21M | 0.21% | −204−3.4% | Reduced |
| Roberts Wealth Advisors, LLC | 5,867 | $1.21M | 0.31% | +416+7.6% | Added |
| Rossby Financial, LCC | 6,152 | $1.21M | 0.25% | +1,216+24.6% | Added |
| Relyea Zuckerberg Hanson LLC | 5,878 | $1.22M | 0.12% | +677+13.0% | Added |
| Indiana Trust & Investment Management CO | 5,880 | $1.22M | 0.38% | −275−4.5% | Reduced |
| Powers Advisory Group, LLC | 5,884 | $1.22M | 0.43% | +4+0.1% | Added |
| Wealthquest Corp | 5,886 | $1.22M | 0.09% | +68+1.2% | Added |
| WealthShield Partners, LLC | 5,891 | $1.22M | 0.14% | −118−2.0% | Reduced |
| Next Level Private LLC | 5,897 | $1.22M | 0.28% | +632+12.0% | Added |
| Dixon Fnancial Services, Inc. | 5,899 | $1.22M | 0.55% | −121−2.0% | Reduced |
| Integrated Investment Consultants, LLC | 5,903 | $1.22M | 0.26% | +31+0.5% | Added |
| San Luis Wealth Advisors LLC | 5,911 | $1.22M | 0.20% | −743−11.2% | Reduced |
| Keebeck Wealth Management, LLC | 5,912 | $1.22M | 0.14% | +4,129+231.6% | Added |
| Eaton Financial Holdings Company, LLC | 5,914 | $1.22M | 0.40% | −244−4.0% | Reduced |
| CV Advisors LLC | 5,925 | $1.23M | 0.33% | 00.0% | Unchanged |
| Prudent Man Advisors, LLC | 5,925 | $1.23M | 0.37% | +2,009+51.3% | Added |
| McIlrath & Eck, LLC | 5,936 | $1.23M | 0.09% | +2,769+87.4% | Added |
| Sunpointe, LLC | 5,939 | $1.23M | 0.40% | +726+13.9% | Added |
| OneAscent Wealth Management LLC | 5,948 | $1.23M | 0.41% | −229−3.7% | Reduced |
| Diversified Management Inc | 5,949 | $1.23M | 0.21% | +5,949 | New |
| GTS Securities LLC | 5,949 | $1.23M | 0.04% | −16,468−73.5% | Reduced |
| Life Cycle Investment Partners Ltd | 5,957 | $1.23M | 0.01% | +5,957 | New |
| Bowen Hanes & Co Inc | 5,963 | $1.23M | 0.03% | +500+9.2% | Added |
| Edmond de Rothschild Holding S.A. | 5,963 | $1.23M | 0.02% | −598−9.1% | Reduced |
| Monticello Wealth Management, LLC | 5,971 | $1.24M | 0.08% | −91−1.5% | Reduced |
| Parvin Asset Management, LLC | 5,980 | $1.24M | 0.91% | +235+4.1% | Added |
| Unique Wealth, LLC | 5,981 | $1.24M | 0.17% | +170+2.9% | Added |
| Eurizon SLJ Capital Ltd | 5,987 | $1.24M | 0.59% | +795+15.3% | Added |
| Income Insurance Ltd | 5,992 | $1.24M | 0.84% | 00.0% | Unchanged |
| Matrix Trust Co | 5,992 | $1.24M | 0.21% | −278−4.4% | Reduced |
| 626 Financial, LLC | 6,015 | $1.24M | 0.56% | +150+2.6% | Added |
| Cfo Capital Management LLC | 5,906 | $1.24M | 1.02% | 00.0% | Unchanged |
| Xxi Wealth, LLC | 6,024 | $1.25M | 0.71% | +1,372+29.5% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 6,029 | $1.25M | 0.07% | −1,069−15.1% | Reduced |
| Elk River Wealth Management, LLC | 6,035 | $1.25M | 0.21% | +243+4.2% | Added |
| Miller Investment Management, LP | 6,045 | $1.25M | 0.12% | 00.0% | Unchanged |
| Rainier Family Wealth Inc | 6,048 | $1.25M | 0.84% | +1,183+24.3% | Added |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 6,063 | $1.25M | 0.15% | −326−5.1% | Reduced |
| Applied Finance Capital Management, LLC | 6,077 | $1.26M | 0.09% | +239+4.1% | Added |
| KPP Advisory Services LLC | 6,079 | $1.26M | 0.18% | +20.0% | Added |
| Campion Asset Management LLC | 6,082 | $1.26M | 0.85% | −76−1.2% | Reduced |
| Strait & Sound Wealth Management LLC | 6,082 | $1.26M | 0.48% | +88+1.5% | Added |
| Hamrick Investment Counsel, llc | 6,087 | $1.26M | 0.70% | +2,082+52.0% | Added |
| KC Investment Advisors, LLC | 6,090 | $1.26M | 0.29% | −281−4.4% | Reduced |
| Mainsail Financial Group, LLC | 6,097 | $1.26M | 0.53% | −676−10.0% | Reduced |
| SAM Advisors, LLC | 6,104 | $1.26M | 0.40% | +7+0.1% | Added |
| Ascent Wealth Partners, LLC | 6,120 | $1.27M | 0.15% | +273+4.7% | Added |
| First Pacific Advisors, LP | 6,144 | $1.27M | 0.02% | +6,144 | New |
| Beirne Wealth Consulting Services, LLC | 6,148 | $1.27M | 0.36% | +43+0.7% | Added |
| Alteri Wealth LLC | 6,151 | $1.27M | 0.41% | +701+12.9% | Added |
| DT Investment Partners, LLC | 6,154 | $1.27M | 0.11% | −3,284−34.8% | Reduced |
| Chapman Financial Group, LLC | 6,160 | $1.27M | 0.91% | +12+0.2% | Added |
| First Interstate Bank | 6,161 | $1.27M | 0.07% | +49+0.8% | Added |
| CFS Investment Advisory Services, LLC | 6,932 | $1.28M | 0.09% | +219+3.3% | Added |
| Stonebridge Financial Group, LLC | 6,175 | $1.28M | 0.11% | +437+7.6% | Added |
| Ceera Investments, LLC | 6,195 | $1.28M | 0.56% | +228+3.8% | Added |
| Eclectic Associates Inc | 6,196 | $1.28M | 0.17% | −137−2.2% | Reduced |
| Mascagni Wealth Management, Inc. | 6,206 | $1.28M | 0.91% | +10+0.2% | Added |
| Vista Investment Management | 6,212 | $1.29M | 0.43% | −256−4.0% | Reduced |
| MeadowBrook Investment Advisors LLC | 6,220 | $1.29M | 1.14% | −50−0.8% | Reduced |
| Brendel Financial Advisors LLC | 6,223 | $1.29M | 0.64% | 00.0% | Unchanged |
| Greykasell Wealth Strategies, Inc. | 6,246 | $1.29M | 0.52% | +86+1.4% | Added |
| John G Ullman & Associates Inc | 6,261 | $1.30M | 0.17% | −150−2.3% | Reduced |
| Hager Investment Management Services, LLC | 6,266 | $1.30M | 0.71% | +968+18.3% | Added |
| Alhambra Investment Partners LLC | 6,270 | $1.30M | 0.60% | +165+2.7% | Added |
| Granite Islands Private Wealth, LLC | 6,316 | $1.30M | 1.20% | +491+8.4% | Added |
| Cornerstone National Bank & Trust Co | 6,574 | $1.30M | 0.48% | −211−3.1% | Reduced |
| Total Wealth Planning & Management, Inc. | 6,280 | $1.30M | 1.03% | −2,012−24.3% | Reduced |
| Legacy Wealth Management, LLC | 6,289 | $1.30M | 0.37% | +1,309+26.3% | Added |
| Perryman Financial Advisory Inc | 6,323 | $1.31M | 0.20% | +483+8.3% | Added |
| Baker Ellis Asset Management LLC | 6,329 | $1.31M | 0.16% | −100−1.6% | Reduced |
| Fortis Group Advisors, LLC | 6,669 | $1.31M | 0.22% | +135+2.1% | Added |
| Bolthouse Investments, LLC | 6,336 | $1.31M | 1.19% | 00.0% | Unchanged |
| Clear Street Markets LLC | 6,348 | $1.31M | 0.64% | −6,954−52.3% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 6,348 | $1.31M | 0.54% | −2,713−29.9% | Reduced |
| Peak Planning Group, LLC | 6,356 | $1.31M | 0.36% | +374+6.3% | Added |
| Accel Wealth Management | 6,357 | $1.32M | 0.34% | +516+8.8% | Added |
| Birch Financial Group, LLC | 6,357 | $1.32M | 0.77% | −82−1.3% | Reduced |
| Milestone Asset Management, LLC | 6,358 | $1.32M | 0.24% | −3,232−33.7% | Reduced |