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 |
|---|---|---|---|---|---|
| Curbstone Financial Management Corp | 13,406 | $2.77M | 0.53% | −98−0.7% | Reduced |
| Pacific Excel Wealth Advisors, Inc. | 13,407 | $2.77M | 2.92% | +6,456+92.9% | Added |
| Kiley Juergens Wealth Management, LLC | 13,411 | $2.77M | 0.49% | −52−0.4% | Reduced |
| IMA Wealth, Inc. | 13,412 | $2.77M | 0.27% | −505−3.6% | Reduced |
| CMH Wealth Management LLC | 13,419 | $2.78M | 0.48% | +13,419 | New |
| Evergreen Wealth Management, LLC | 13,424 | $2.78M | 1.43% | +185+1.4% | Added |
| TCFG Wealth Management, LLC | 13,443 | $2.78M | 1.04% | −1,910−12.4% | Reduced |
| TCFG Investment Advisors, LLC | 13,443 | $2.78M | 1.04% | +13,443 | New |
| Edgestream Partners, L.P. | 13,453 | $2.78M | 0.09% | −13,595−50.3% | Reduced |
| Blueprint Investment Partners LLC | 13,455 | $2.78M | 0.28% | +13,455 | New |
| Financial Advisors Network, Inc. | 13,458 | $2.78M | 0.38% | −1,634−10.8% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 13,459 | $2.78M | 0.47% | +1,301+10.7% | Added |
| Great Lakes Retirement, Inc. | 13,472 | $2.79M | 0.29% | +810+6.4% | Added |
| Compton Wealth Advisory Group, LLC | 14,125 | $2.79M | 0.62% | +562+4.1% | Added |
| Founders Capital Management, LLC | 13,481 | $2.79M | 0.46% | −66−0.5% | Reduced |
| Orleans Capital Management Corp | 13,489 | $2.79M | 1.89% | 00.0% | Unchanged |
| Romano Brothers and Company | 13,496 | $2.79M | 0.32% | −170−1.2% | Reduced |
| Monarch Capital Management Inc | 13,511 | $2.80M | 0.68% | −490−3.5% | Reduced |
| Certified Advisory Corp | 13,545 | $2.80M | 0.25% | −1,263−8.5% | Reduced |
| Stratos Wealth Advisors, LLC | 13,552 | $2.80M | 0.17% | +213+1.6% | Added |
| Donoghue Forlines LLC | 13,580 | $2.81M | 0.78% | +3,763+38.3% | Added |
| Calton & Associates, Inc. | 13,611 | $2.82M | 0.40% | +484+3.7% | Added |
| Marietta Investment Partners LLC | 13,686 | $2.83M | 0.57% | +2,140+18.5% | Added |
| True North Advisors, LLC | 13,701 | $2.83M | 0.32% | +2,892+26.8% | Added |
| Triangle Securities Wealth Management | 13,704 | $2.84M | 0.64% | −937−6.4% | Reduced |
| Summit Global Investments | 13,712 | $2.84M | 0.17% | −1,825−11.7% | Reduced |
| Alexander Labrunerie & Co., Inc. | 13,713 | $2.84M | 1.06% | −881−6.0% | Reduced |
| Jefferson Bridge Capital, LLC | 13,732 | $2.84M | 2.82% | 00.0% | Unchanged |
| Enclave Advisors LLC | 13,751 | $2.85M | 0.41% | 00.0% | Unchanged |
| Uncommon Cents Investing LLC | 13,790 | $2.85M | 0.66% | +20+0.1% | Added |
| Analyst IMS Investment Management Services Ltd. | 13,830 | $2.86M | 0.09% | +7,253+110.3% | Added |
| Pettee Investors, Inc. | 14,806 | $2.86M | 1.47% | +744+5.3% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 13,839 | $2.86M | 0.04% | −355−2.5% | Reduced |
| Eads & Heald Wealth Management | 13,876 | $2.87M | 1.43% | +124+0.9% | Added |
| Cornell Pochily Investment Advisors, Inc. | 13,899 | $2.88M | 0.84% | −530−3.7% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 13,901 | $2.88M | 1.26% | +136+1.0% | Added |
| Correct Capital Wealth Management | 13,971 | $2.89M | 0.54% | +38+0.3% | Added |
| Seamount Financial Group Inc | 13,974 | $2.89M | 1.30% | +14+0.1% | Added |
| Greenwood Capital Associates LLC | 13,983 | $2.89M | 0.32% | −600−4.1% | Reduced |
| Meridian Financial Partners LLC | 14,363 | $2.89M | 1.10% | +536+3.9% | Added |
| Meridian Management Co | 14,010 | $2.90M | 0.72% | +14,010 | New |
| Purkiss Capital Advisors LLC | 14,013 | $2.90M | 1.27% | +2,807+25.0% | Added |
| Horizon Kinetics Asset Management LLC | 14,018 | $2.90M | 0.03% | +690+5.2% | Added |
| Trustco Bank Corp N Y | 14,018 | $2.90M | 2.58% | −250−1.8% | Reduced |
| Painted Porch Advisors LLC | 14,050 | $2.91M | 1.39% | −426−2.9% | Reduced |
| Dover Advisors, LLC | 14,071 | $2.91M | 1.20% | −131−0.9% | Reduced |
| Edmp, Inc. | 14,083 | $2.91M | 2.36% | −533−3.6% | Reduced |
| Wealth Management Partners, LLC | 14,111 | $2.92M | 0.83% | −534−3.6% | Reduced |
| Weaver Capital Management LLC | 14,145 | $2.93M | 0.64% | −1,839−11.5% | Reduced |
| Orca Wealth Management, LLC | 14,170 | $2.93M | 2.09% | +46+0.3% | Added |
| Tumwater Wealth Management, LLC | 14,177 | $2.93M | 1.18% | −702−4.7% | Reduced |
| Vivid Wealth Management, LLC | 14,181 | $2.93M | 1.19% | +14,181 | New |
| Howard Capital Management Inc. | 14,197 | $2.94M | 0.05% | −7,472−34.5% | Reduced |
| Philadelphia Trust Co | 14,203 | $2.94M | 0.21% | +1,194+9.2% | Added |
| Pinnacle West Asset Management, Inc. | 14,210 | $2.94M | 2.00% | −930−6.1% | Reduced |
| Legacy Financial Advisors, Inc. | 14,214 | $2.94M | 0.41% | +339+2.4% | Added |
| Trueblood Wealth Management, LLC | 14,243 | $2.95M | 1.15% | −64−0.4% | Reduced |
| Dempze Nancy E | 14,290 | $2.96M | 1.62% | +123+0.9% | Added |
| River Street Advisors LLC | 14,301 | $2.96M | 1.00% | +5,574+63.9% | Added |
| Washington Trust Bank | 14,305 | $2.96M | 0.22% | −172−1.2% | Reduced |
| Agate Pass Investment Management, LLC | 14,308 | $2.96M | 1.16% | −223−1.5% | Reduced |
| SkyOak Wealth, LLC | 14,358 | $2.97M | 0.54% | −776−5.1% | Reduced |
| Traphagen Investment Advisors LLC | 14,366 | $2.97M | 0.24% | +1,941+15.6% | Added |
| Arvest Bank Trust Division | 14,388 | $2.98M | 0.16% | −237−1.6% | Reduced |
| Lighthouse Financial Services Inc | 15,924 | $2.98M | 0.67% | −2,855−15.2% | Reduced |
| Home Federal Bank of Tennessee | 14,417 | $2.98M | 0.75% | +290+2.1% | Added |
| Forum Financial Management, LP | 14,451 | $2.99M | 0.04% | −19,930−58.0% | Reduced |
| Hayek Kallen Investment Management | 14,460 | $2.99M | 0.97% | +10+0.1% | Added |
| Outfitter Financial LLC | 14,502 | $3.00M | 2.32% | −2,494−14.7% | Reduced |
| Fairfield, Bush & Co. | 14,574 | $3.02M | 1.67% | −2,340−13.8% | Reduced |
| Krilogy Financial LLC | 16,033 | $3.02M | 0.10% | +3,006+23.1% | Added |
| Ameriflex Group, Inc. | 14,582 | $3.02M | 1.53% | −704−4.6% | Reduced |
| Inlet Private Wealth, LLC | 14,606 | $3.02M | 0.77% | 00.0% | Unchanged |
| Cascade Investment Group, Inc. | 14,664 | $3.03M | 2.00% | −91−0.6% | Reduced |
| GKV Capital Management Co., Inc. | 14,670 | $3.04M | 1.14% | −168−1.1% | Reduced |
| Lawood & Co | 14,715 | $3.04M | 2.82% | +100+0.7% | Added |
| Knuff & Co LLC | 14,726 | $3.05M | 0.92% | +200+1.4% | Added |
| Juno Financial Group LLC | 14,748 | $3.05M | 1.20% | −4,745−24.3% | Reduced |
| WealthTrust Axiom LLC | 14,822 | $3.07M | 0.75% | −241−1.6% | Reduced |
| Mitchell & Pahl Private Wealth, LLC | 14,826 | $3.07M | 1.25% | +654+4.6% | Added |
| Middleton & Co Inc | 14,826 | $3.07M | 0.35% | −305−2.0% | Reduced |
| Miramontes Capital, LLC | 14,829 | $3.07M | 1.06% | +2,101+16.5% | Added |
| Fort Point Capital Partners LLC | 14,839 | $3.07M | 0.41% | +4,500+43.5% | Added |
| Ti-Trust, Inc | 14,840 | $3.07M | 1.82% | 00.0% | Unchanged |
| BEAM Asset Management, LLC | 14,854 | $3.07M | 0.76% | −1,106−6.9% | Reduced |
| Systematic Alpha Investments, LLC | 14,854 | $3.07M | 0.11% | 00.0% | Unchanged |
| Northside Capital Management, LLC | 14,876 | $3.08M | 0.27% | −90−0.6% | Reduced |
| Wilkins Investment Counsel Inc | 14,879 | $3.08M | 0.44% | −75−0.5% | Reduced |
| EPG Wealth Management LLC | 14,900 | $3.08M | 0.84% | +1,242+9.1% | Added |
| Premier Path Wealth Partners, LLC | 14,905 | $3.08M | 0.40% | +805+5.7% | Added |
| Chesapeake Wealth Management | 14,933 | $3.09M | 0.95% | −399−2.6% | Reduced |
| Impact Capital Partners LLC | 14,943 | $3.09M | 0.94% | −419−2.7% | Reduced |
| Adirondack Trust Co | 14,959 | $3.09M | 1.04% | −770−4.9% | Reduced |
| Phoenix Holdings Ltd. | 15,101 | $3.10M | 0.03% | −30,717−67.0% | Reduced |
| Wealth Effects LLC | 14,987 | $3.10M | 1.10% | −342−2.2% | Reduced |
| Mitsubishi UFJ Asset Management (UK) Ltd. | 15,000 | $3.10M | 1.60% | +15,000 | New |
| Brown, Lisle/Cummings, Inc. | 15,070 | $3.12M | 0.78% | −1,257−7.7% | Reduced |
| PCM Encore, LLC | 15,076 | $3.12M | 0.64% | +851+6.0% | Added |
| Berkshire Bank | 15,099 | $3.12M | 0.64% | +709+4.9% | Added |
| Hartford Financial Management Inc. | 15,129 | $3.13M | 0.80% | −593−3.8% | Reduced |