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
- 4,312
- +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
- 1,642 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 | 4,312 | $298.0B |
| Q4 2025 | 3,994 | $223.3B |
| Q3 2025 | 3,803 | $225.3B |
| Q2 2025 | 3,708 | $189.0B |
| Q1 2025 | 3,826 | $222.9B |
| Q4 2024 | 3,765 | $194.0B |
| Q3 2024 | 3,488 | $198.0B |
| Q2 2024 | 3,511 | $214.0B |
| Q1 2024 | 3,523 | $212.7B |
| Q4 2023 | 3,478 | $200.3B |
| Q3 2023 | 3,339 | $222.6B |
| Q2 2023 | 3,286 | $205.0B |
| Q1 2023 | 3,273 | $217.1B |
| Q4 2022 | 3,289 | $243.6B |
| Q3 2022 | 3,057 | $195.7B |
| Q2 2022 | 3,060 | $198.4B |
| Q1 2022 | 3,071 | $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 |
|---|---|---|---|---|---|
| Rockline Wealth Management, LLC | 1,186 | $245.4K | 0.05% | +1,186 | New |
| Signet Private Wealth LLC | 1,188 | $245.8K | 0.23% | +1,188 | New |
| Briaud Financial Planning, Inc | 1,188 | $245.8K | 0.06% | +1,188 | New |
| PMG Family Office LLC | 1,188 | $245.8K | 0.27% | +1,188 | New |
| Cumberland Advisors Inc | 1,190 | $246.2K | 0.10% | +1,190 | New |
| Prairie Wealth Advisors, Inc. | 0 | $246.8K | 0.11% | 0 | New |
| Cathy Pareto & Associates, Inc | 1,190 | $246.8K | 0.17% | +1,190 | New |
| Corecam AG | 1,195 | $247.2K | 0.22% | +1,195 | New |
| Silicon Valley Capital Partners | 1,196 | $247.4K | 0.02% | −6,905−85.2% | Reduced |
| Keeler Thomas Management LLC | 1,198 | $247.8K | 0.10% | +1,198 | New |
| RAM Investment Partners, LLC | 1,198 | $247.8K | 0.04% | +1,198 | New |
| Heartland Advisors Inc | 1,200 | $248.3K | 0.01% | 00.0% | Unchanged |
| Evelyn Partners Investment Management Services Ltd | 1,200 | $248.3K | 0.03% | 00.0% | Unchanged |
| RMG Wealth Management LLC | 1,344 | $248.3K | 0.03% | −45−3.2% | Reduced |
| WMG Financial Advisors, LLC | 1,201 | $248.5K | 0.10% | −150−11.1% | Reduced |
| Sachetta, LLC | 1,202 | $248.6K | 0.13% | +97+8.8% | Added |
| Roan Capital Partners | 1,206 | $249.4K | 0.23% | +1,206 | New |
| Glassy Mountain Advisors, Inc. | 1,206 | $249.5K | 0.08% | +1,206 | New |
| MontVue Capital Management, Inc. | 1,208 | $249.9K | 0.17% | +1,208 | New |
| Private Advisory Group LLC | 1,211 | $250.5K | 0.02% | +1,211 | New |
| Bluebird Wealth Management LLC | 1,211 | $250.6K | 0.26% | +1,211 | New |
| tru Independence LLC | 1,211 | $250.6K | 0.12% | −31,953−96.3% | Reduced |
| Strive Financial Group ,LLC | 1,211 | $251.0K | 0.13% | −1,642−57.6% | Reduced |
| Johnson Financial Group, LLC | 1,214 | $251.2K | 0.02% | +1,214 | New |
| Rhodes Investment Advisors Inc | 1,218 | $252.0K | 0.22% | +1,218 | New |
| Tradewinds Capital Management, LLC | 1,221 | $252.7K | 0.05% | −11−0.9% | Reduced |
| Diversified Investment Strategies, LLC | 1,222 | $252.8K | 0.16% | +1,222 | New |
| Riverwater Partners LLC | 1,222 | $252.8K | 0.08% | +1,222 | New |
| Great Waters Wealth Management | 1,222 | $252.9K | 0.03% | +1,222 | New |
| Cherrydale Wealth Management, LLC | 1,225 | $253.4K | 0.08% | −150−10.9% | Reduced |
| Front Row Advisors LLC | 1,229 | $254.4K | 0.09% | −300−19.6% | Reduced |
| Eagle Wealth Advisors LLC | 1,231 | $254.7K | 0.24% | −138−10.1% | Reduced |
| Howard Wealth Management, LLC | 1,232 | $254.9K | 0.11% | +1,232 | New |
| American Financial Advisors, LLC | 1,233 | $255.0K | 0.03% | +1,233 | New |
| Idaho Trust Bank | 1,233 | $255.1K | 0.08% | −1,122−47.6% | Reduced |
| BlueStem Wealth Partners, LLC | 1,234 | $255.2K | 0.03% | +1,234 | New |
| Spectrum Planning & Advisory Services Inc. | 1,236 | $255.8K | 0.13% | +1,236 | New |
| Tilia Fiduciary Partners, Inc. | 1,240 | $256.6K | 0.14% | +1,240 | New |
| Meixler Investment Management, Ltd. | 1,290 | $256.7K | 0.14% | −117−8.3% | Reduced |
| CKW Financial Group | 1,301 | $257.0K | 0.03% | +2+0.2% | Added |
| Cypress Point Wealth Management, LLC | 1,245 | $257.6K | 0.06% | +1,245 | New |
| Horizon Investment Services, LLC | 1,246 | $257.9K | 0.09% | +1,246 | New |
| Blue Zone Wealth Advisors, LLC | 1,247 | $258.0K | 0.05% | +1,247 | New |
| American Trust | 1,247 | $258.0K | 0.02% | +1,247 | New |
| Meritas Wealth Management, LLC | 1,249 | $258.4K | 0.12% | −100−7.4% | Reduced |
| Bluefin Capital Management, LLC | 1,250 | $258.6K | 0.25% | −4,158−76.9% | Reduced |
| Fischer Financial Services, Inc. | 1,251 | $258.8K | 0.09% | +1,251 | New |
| Hughes Financial Services, LLC | 1,252 | $259.0K | 0.04% | +37+3.0% | Added |
| Ehrlich Financial Group | 1,253 | $259.3K | 0.15% | +1,253 | New |
| First Citizens Financial Corp | 1,256 | $259.9K | 0.12% | +1,256 | New |
| CWC Advisors, LLC. | 1,259 | $260.5K | 0.12% | +1,259 | New |
| Prospect Financial Services LLC | 1,260 | $260.7K | 0.16% | +1,260 | New |
| VSM Wealth Advisory, LLC | 1,260 | $260.8K | 0.08% | −14−1.1% | Reduced |
| Cypress Capital Advisors, LLC | 1,261 | $260.9K | 0.14% | −88−6.5% | Reduced |
| Elevation Advisory Partners LLC | 1,551 | $262.2K | 0.24% | +1,551 | New |
| Northstar Group, Inc. | 1,268 | $262.4K | 0.04% | +1,268 | New |
| Jacksonville Wealth Management, LLC | 1,270 | $262.7K | 0.18% | +1,270 | New |
| Comprehensive Financial Planning, Inc. | 1,271 | $263.0K | 0.18% | +8+0.6% | Added |
| Stone Point Wealth LLC | 1,272 | $263.2K | 0.07% | +1,272 | New |
| Clayton Financial Group LLC | 1,275 | $263.8K | 0.14% | 00.0% | Unchanged |
| Dominguez Wealth Management Solutions, Inc. | 1,276 | $264.1K | 0.16% | +1,276 | New |
| First Dallas Securities Inc. | 1,279 | $264.6K | 0.10% | −370−22.4% | Reduced |
| Payne Capital LLC | 1,279 | $264.6K | 0.24% | +1,279 | New |
| Sovereign Investment Advisors, LLC | 1,281 | $265.0K | 0.06% | +1,281 | New |
| Madson Wealth Advisors Inc | 1,282 | $265.2K | 0.22% | +1,282 | New |
| Avalon Trust Co | 1,285 | $265.9K | 0.02% | +800+164.9% | Added |
| Stewardship Advisors, LLC | 1,285 | $265.9K | 0.06% | +1,285 | New |
| Vestor Capital, LLC | 1,288 | $266.0K | 0.02% | −15,393−92.3% | Reduced |
| Consolidated Planning Corp | 1,290 | $266.8K | 0.04% | −49−3.7% | Reduced |
| Stephenson & Company, Inc. | 1,290 | $266.9K | 0.14% | +1,290 | New |
| AMG Asset Management Group, Inc. | 1,292 | $267.3K | 0.21% | +1,292 | New |
| Optivise Advisory Services LLC | 1,294 | $267.8K | 0.16% | +1,294 | New |
| Mainsail Asset Management, LLC | 1,295 | $268.0K | 0.12% | +1,295 | New |
| Level Financial Advisors, Inc. | 1,296 | $268.1K | 0.07% | −78−5.7% | Reduced |
| TPG Financial Advisors, LLC | 1,296 | $268.1K | 0.09% | −105−7.5% | Reduced |
| Jackson Thornton Asset Management, LLC | 1,425 | $268.7K | 0.02% | −767−35.0% | Reduced |
| Elwood & Goetz Wealth Advisory Group, LLC | 1,299 | $268.8K | 0.05% | +1,299 | New |
| Bellevue Asset Management, LLC | 1,302 | $269.6K | 0.13% | +5+0.4% | Added |
| KFA Private Wealth Group, LLC | 1,303 | $269.7K | 0.06% | +1,303 | New |
| SilverOak Wealth Management LLC | 1,304 | $269.8K | 0.04% | +1,304 | New |
| Cedrus Wealth Group LLC | 1,304 | $269.8K | 0.30% | +1,304 | New |
| Kellett Schaffner Wealth Advisors LLC | 1,305 | $270.0K | 0.15% | +1,305 | New |
| Avid Wealth Partners LLC | 1,308 | $270.6K | 0.13% | −55−4.0% | Reduced |
| Abound Wealth Management | 1,308 | $270.6K | 0.06% | +449+52.3% | Added |
| TrustWell Financial Advisors, LLC | 1,310 | $271.0K | 0.25% | +1,310 | New |
| BlueSky Wealth Advisors, LLC | 1,312 | $271.4K | 0.03% | +1,312 | New |
| Creative Capital Management Investments LLC | 1,314 | $271.9K | 0.08% | +599+83.8% | Added |
| Councilmark Asset Management, LLC | 1,315 | $272.1K | 0.16% | 00.0% | Unchanged |
| Discipline Wealth Solutions, LLC | 1,317 | $272.5K | 0.03% | −27−2.0% | Reduced |
| Allium Financial Advisors, LLC | 1,320 | $273.1K | 0.22% | −22−1.6% | Reduced |
| Monument Group Wealth Advisors, LLC | 1,320 | $273.1K | 0.15% | +1,320 | New |
| Retirement Guys Formula LLC | 1,321 | $273.3K | 0.13% | +1,321 | New |
| Raub Brock Capital Management LP | 1,321 | $273.4K | 0.07% | 00.0% | Unchanged |
| Aft, Forsyth & Company, Inc. | 1,323 | $273.7K | 0.13% | −250−15.9% | Reduced |
| Blackston Financial Advisory Group, LLC | 1,326 | $274.3K | 0.17% | +1,326 | New |
| Schneider Downs Wealth Management Advisors, LP | 1,326 | $274.4K | 0.03% | +1,326 | New |
| Prelude Capital Management, LLC | 1,328 | $274.8K | 0.02% | +1,328 | New |
| Private Wealth Advisors | 1,329 | $274.9K | 0.08% | −51−3.7% | Reduced |
| Blankinship & Foster, LLC | 1,329 | $275.0K | 0.06% | 00.0% | Unchanged |
| Fonville Wealth Management LLC | 1,330 | $275.3K | 0.05% | +1,330 | New |