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 |
|---|---|---|---|---|---|
| Carnegie Lake Advisors LLC | 17,414 | $3.60M | 1.43% | −1,050−5.7% | Reduced |
| First American Trust, FSB | 17,433 | $3.61M | 0.24% | −237−1.3% | Reduced |
| Joel Isaacson & Co., LLC | 17,477 | $3.62M | 0.12% | +296+1.7% | Added |
| Boyd Watterson Asset Management LLC | 17,528 | $3.63M | 1.11% | −1,137−6.1% | Reduced |
| Allianz SE | 17,542 | $3.63M | 0.04% | −1,180−6.3% | Reduced |
| Berkeley Capital Partners, LLC | 17,589 | $3.64M | 0.84% | +9,095+107.1% | Added |
| Raab & Moskowitz Asset Management LLC | 17,598 | $3.64M | 0.81% | +226+1.3% | Added |
| Harbor Investment Advisory, LLC | 17,648 | $3.65M | 0.29% | −548−3.0% | Reduced |
| Franklin Street Advisors Inc | 17,655 | $3.65M | 0.22% | −748−4.1% | Reduced |
| InvesTrust | 17,657 | $3.65M | 1.54% | −610−3.3% | Reduced |
| PYA Waltman Capital, LLC | 17,669 | $3.66M | 1.01% | +8,628+95.4% | Added |
| Alaethes Wealth LLC | 17,697 | $3.66M | 1.06% | +2,953+20.0% | Added |
| DMKC Advisory Services, LLC | 17,703 | $3.66M | 1.53% | +1,030+6.2% | Added |
| Rehmann Capital Advisory Group | 17,706 | $3.66M | 0.19% | −483−2.7% | Reduced |
| Sippican Capital Advisors | 17,715 | $3.67M | 2.51% | −1,012−5.4% | Reduced |
| Southland Equity Partners LLC | 17,754 | $3.67M | 0.72% | +149+0.8% | Added |
| Legacy Capital Wealth Management, LLC | 17,759 | $3.67M | 2.15% | +1,104+6.6% | Added |
| Cooper Financial Group | 17,760 | $3.67M | 0.37% | +854+5.1% | Added |
| Gen-Wealth Partners Inc | 17,782 | $3.68M | 1.16% | +1,021+6.1% | Added |
| Transcend Wealth Collective, LLC | 17,782 | $3.68M | 0.30% | −3,565−16.7% | Reduced |
| Brown Shipley& Co Ltd | 17,797 | $3.68M | 2.21% | +505+2.9% | Added |
| Wealth Alliance Advisory Group, LLC | 17,839 | $3.69M | 0.58% | −2,204−11.0% | Reduced |
| Ostrum Asset Management | 17,850 | $3.69M | 0.21% | −2,717−13.2% | Reduced |
| Hudson Valley Investment Advisors Inc | 17,876 | $3.70M | 0.48% | −665−3.6% | Reduced |
| Cigna Investments Inc | 17,908 | $3.71M | 0.58% | −268−1.5% | Reduced |
| Wealth Group, Ltd. | 17,946 | $3.71M | 3.46% | +537+3.1% | Added |
| London & Capital Asset Management Ltd | 17,967 | $3.72M | 0.04% | +3,833+27.1% | Added |
| Bull Street Advisors, LLC | 17,964 | $3.72M | 1.84% | −236−1.3% | Reduced |
| Beck Mack & Oliver LLC | 17,972 | $3.72M | 0.08% | −30−0.2% | Reduced |
| Kampmann Melissa S. | 18,015 | $3.73M | 2.99% | −75−0.4% | Reduced |
| Northstar Financial Companies, Inc. | 18,067 | $3.74M | 2.97% | +1,211+7.2% | Added |
| Granite Investment Partners, LLC | 18,081 | $3.74M | 0.23% | −806−4.3% | Reduced |
| Hudock, Inc. | 18,093 | $3.74M | 0.55% | −116−0.6% | Reduced |
| WP Advisors, LLC | 18,117 | $3.75M | 0.97% | +148+0.8% | Added |
| Field & Main Bank | 18,118 | $3.75M | 1.09% | −280−1.5% | Reduced |
| Azzad Asset Management Inc | 18,141 | $3.75M | 0.38% | +281+1.6% | Added |
| Financial Advisory Partners, LLC | 18,148 | $3.75M | 1.06% | −1,023−5.3% | Reduced |
| Sculati Wealth Management, LLC | 18,224 | $3.77M | 1.39% | −135−0.7% | Reduced |
| Quadcap Wealth Management, LLC | 18,241 | $3.77M | 0.43% | −435−2.3% | Reduced |
| Central Pacific Bank - Trust Division | 18,259 | $3.78M | 0.48% | +76+0.4% | Added |
| McAlvany Wealth Management LLC | 17,990 | $3.79M | 2.55% | +6,648+58.6% | Added |
| Shrier Wealth Management, LLC | 18,360 | $3.80M | 1.39% | −395−2.1% | Reduced |
| 180 Wealth Advisors, LLC | 18,400 | $3.81M | 0.43% | −558−2.9% | Reduced |
| SageView Advisory Group, LLC | 18,419 | $3.81M | 0.14% | −11,909−39.3% | Reduced |
| Excelsior Advisor Network LLC | 18,432 | $3.81M | 1.46% | +1,635+9.7% | Added |
| Van Strum & Towne Inc. | 18,443 | $3.82M | 1.11% | +19+0.1% | Added |
| Fundamentun, LLC | 18,478 | $3.82M | 0.15% | +820+4.6% | Added |
| CRA Financial Services, LLC | 18,551 | $3.84M | 0.50% | +795+4.5% | Added |
| Lynx Capital Group Ltd | 18,553 | $3.84M | 1.79% | −111−0.6% | Reduced |
| BBR Partners, LLC | 18,571 | $3.84M | 0.21% | 00.0% | Unchanged |
| Keudell/Morrison Wealth Management | 18,607 | $3.85M | 0.79% | +920+5.2% | Added |
| Coastal Bridge Advisors, LLC | 18,610 | $3.85M | 0.27% | +645+3.6% | Added |
| Unison Advisors LLC | 18,618 | $3.85M | 0.29% | +193+1.0% | Added |
| Founders Financial Securities LLC | 20,254 | $3.86M | 0.22% | +822+4.2% | Added |
| MCF Advisors LLC | 18,661 | $3.86M | 0.17% | +6,233+50.2% | Added |
| Cadinha & Co LLC | 18,687 | $3.87M | 0.72% | +203+1.1% | Added |
| BFSG, LLC | 18,744 | $3.88M | 0.37% | −1,352−6.7% | Reduced |
| Excalibur Management Corp | 18,757 | $3.88M | 1.39% | −351−1.8% | Reduced |
| Nelson Capital Management, LLC | 18,771 | $3.88M | 0.47% | −9,734−34.1% | Reduced |
| Aaron Wealth Advisors | 18,811 | $3.89M | 0.22% | −1,292−6.4% | Reduced |
| Challenger Wealth Management | 18,825 | $3.89M | 3.11% | +80.0% | Added |
| Kentucky Trust Co | 18,847 | $3.90M | 2.04% | +90+0.5% | Added |
| DSG Capital Advisors, LLC | 18,866 | $3.90M | 0.62% | −50−0.3% | Reduced |
| Parkside Financial Bank & Trust | 18,877 | $3.91M | 0.30% | −99−0.5% | Reduced |
| Horst & Graben Wealth Management LLC | 21,174 | $3.91M | 0.54% | +43+0.2% | Added |
| Crescent Sterling, Ltd. | 18,951 | $3.92M | 3.79% | −483−2.5% | Reduced |
| Smith, Moore & Co. | 18,973 | $3.93M | 0.29% | +952+5.3% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 19,000 | $3.93M | 1.19% | 00.0% | Unchanged |
| Legato Capital Management LLC | 19,000 | $3.93M | 0.36% | +4,000+26.7% | Added |
| Agf Management Ltd | 19,010 | $3.93M | 0.02% | +11,667+158.9% | Added |
| Denali Advisors LLC | 19,056 | $3.94M | 0.44% | +19,056 | New |
| Coastline Trust Co | 19,072 | $3.95M | 0.39% | −230−1.2% | Reduced |
| Kelly Lawrence W & Associates Inc | 19,100 | $3.95M | 1.10% | −500−2.6% | Reduced |
| Jackson Hole Capital Partners, LLC | 19,105 | $3.95M | 0.65% | +302+1.6% | Added |
| HWG Holdings LP | 19,125 | $3.96M | 1.04% | +19,125 | New |
| Trivant Custom Portfolio Group, LLC | 19,143 | $3.96M | 2.17% | +3,187+20.0% | Added |
| White Pine Capital LLC | 19,156 | $3.96M | 1.08% | −42−0.2% | Reduced |
| Gryphon Financial Partners LLC | 19,163 | $3.96M | 0.42% | +337+1.8% | Added |
| Pring Turner Capital Group Inc | 26,092 | $3.98M | 2.39% | 00.0% | Unchanged |
| Cottage Street Advisors LLC | 19,253 | $3.98M | 1.72% | −695−3.5% | Reduced |
| Navigation Group, LLC | 19,258 | $3.98M | 0.93% | +19,258 | New |
| Bontempo Ohly Capital Mgmt LLC | 19,297 | $3.99M | 1.80% | +1,248+6.9% | Added |
| CVFG LLC | 19,318 | $4.00M | 0.50% | +17,999+1,364.6% | Added |
| Bedell Frazier Investment Counseling, LLC | 19,416 | $4.02M | 0.81% | −328−1.7% | Reduced |
| Inman Jager Wealth Management, LLC | 19,417 | $4.02M | 2.35% | +368+1.9% | Added |
| Tevis Investment Management | 19,451 | $4.02M | 2.29% | +5,663+41.1% | Added |
| Catalyst Funds Management Pty Ltd | 19,457 | $4.03M | 0.68% | +6,657+52.0% | Added |
| 44 Wealth Management LLC | 19,460 | $4.03M | 1.41% | +6,709+52.6% | Added |
| Monetary Management Group Inc | 19,483 | $4.03M | 0.96% | −225−1.1% | Reduced |
| Charles Schwab Trust Co | 19,577 | $4.05M | 0.26% | −2,496−11.3% | Reduced |
| North Star Asset Management Inc | 19,583 | $4.05M | 0.18% | +1,093+5.9% | Added |
| Botty Investors LLC | 19,610 | $4.06M | 0.97% | 00.0% | Unchanged |
| Wright Investors Service Inc | 19,614 | $4.06M | 1.28% | +12,894+191.9% | Added |
| E Fund Management Co., Ltd. | 19,615 | $4.06M | 0.12% | +19,615 | New |
| Delta Investment Management, LLC | 19,665 | $4.07M | 0.73% | +433+2.3% | Added |
| Wedmont Private Capital | 21,095 | $4.07M | 0.13% | +476+2.3% | Added |
| Grove Bank & Trust | 19,702 | $4.08M | 0.46% | −1,961−9.1% | Reduced |
| Drucker Wealth 3.0, LLC | 19,763 | $4.09M | 0.71% | +434+2.2% | Added |
| Symphony Financial, Ltd. Co. | 19,350 | $4.09M | 0.54% | +2,981+18.2% | Added |
| Global Trust Asset Management, LLC | 19,783 | $4.09M | 1.57% | +2,262+12.9% | Added |