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 |
|---|---|---|---|---|---|
| Meramec Financial Planners, LLC | 1,503 | $275.4K | 0.11% | +6+0.4% | Added |
| Stembrook Asset Management, LLC | 1,332 | $275.6K | 0.27% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 1,333 | $275.9K | 0.04% | +1,333 | New |
| Entelevest, LLC | 1,334 | $276.0K | 0.28% | +1,334 | New |
| Diesslin Group, Inc. | 1,335 | $276.2K | 0.12% | 00.0% | Unchanged |
| Alternative Investment Advisors, LLC. | 1,335 | $276.6K | 0.12% | −168−11.2% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 1,337 | $276.6K | 0.07% | 00.0% | Unchanged |
| Aegis Wealth Management, Inc. | 1,337 | $276.7K | 0.22% | +11+0.8% | Added |
| REDW Wealth LLC | 1,340 | $277.2K | 0.11% | +11+0.8% | Added |
| Selective Wealth Management, Inc. | 1,446 | $278.0K | 0.08% | +188+14.9% | Added |
| Uptown Financial Advisors LLC | 1,345 | $278.3K | 0.23% | 00.0% | Unchanged |
| Catalina Capital Group, LLC | 1,346 | $278.5K | 0.17% | +1,346 | New |
| GLR Partners, LLC | 1,348 | $278.9K | 0.15% | +1,348 | New |
| Hamilton Point Investment Advisors, LLC | 1,349 | $279.2K | 0.04% | −1−0.1% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 1,350 | $279.3K | 0.00% | 00.0% | Unchanged |
| Check Capital Management Inc | 1,350 | $279.3K | 0.02% | 00.0% | Unchanged |
| Emergent Wealth Advisors, LLC | 1,351 | $279.6K | 0.17% | +1,351 | New |
| Connecticut Capital Management Group, LLC | 1,353 | $279.9K | 0.26% | −26−1.9% | Reduced |
| Everest Financial Group LLC | 1,354 | $280.0K | 0.05% | +1,354 | New |
| Twin Lakes Capital Management, LLC | 1,353 | $280.0K | 0.13% | 00.0% | Unchanged |
| Alpha Advisors, LLC | 1,354 | $280.3K | 0.22% | +1,354 | New |
| KKM Financial LLC | 1,843 | $280.9K | 0.05% | 00.0% | Unchanged |
| Alta Wealth Advisors LLC | 1,358 | $281.0K | 0.09% | +45+3.4% | Added |
| Financial Enhancement Group LLC | 1,528 | $281.1K | 0.03% | +48+3.2% | Added |
| Elite Life Management LLC | 1,549 | $281.3K | 0.35% | +60+4.0% | Added |
| Alpha Financial Partners, LLC | 1,360 | $281.3K | 0.17% | +1,360 | New |
| Annandale Capital, LLC | 1,364 | $282.0K | 0.05% | −28−2.0% | Reduced |
| DORVAL Corp | 1,363 | $282.1K | 0.09% | +37+2.8% | Added |
| Lifetime Wealth Management P.C. | 1,365 | $282.4K | 0.16% | −355−20.6% | Reduced |
| Motive Wealth Advisors | 1,369 | $283.2K | 0.13% | −4−0.3% | Reduced |
| Kensington Investment Counsel, LLC | 1,369 | $283.2K | 0.14% | 00.0% | Unchanged |
| Cogent Private Wealth, Inc. | 1,369 | $283.2K | 0.20% | +1,369 | New |
| Invariant Investment Management | 1,492 | $284.0K | 0.17% | −152−9.2% | Reduced |
| Sierra Capital LLC | 1,371 | $284.0K | 0.03% | +1,371 | New |
| GF Fund Management Co. Ltd. | 1,374 | $284.3K | 0.00% | +1,374 | New |
| Daybright Advisory Services, Inc. | 1,375 | $284.4K | 0.08% | −36−2.6% | Reduced |
| Optiver Holding B.V. | 1,376 | $284.7K | 0.01% | −33,365−96.0% | Reduced |
| Penbrook Management LLC | 1,377 | $284.9K | 0.22% | 00.0% | Unchanged |
| Coquina Private Wealth LLC | 1,378 | $285.1K | 0.23% | −17−1.2% | Reduced |
| Elm Partners Management LLC | 1,354 | $285.4K | 0.01% | +1,354 | New |
| OmniStar Financial Group, Inc. | 1,380 | $285.6K | 0.15% | +1,380 | New |
| Opes Wealth Management LLC | 1,381 | $285.7K | 0.05% | +29+2.1% | Added |
| TABR Capital Management, LLC | 1,382 | $285.9K | 0.26% | +13+0.9% | Added |
| Thrive Capital Management, LLC | 1,382 | $286.0K | 0.06% | +38+2.8% | Added |
| Ariadne Wealth Management, LP | 1,384 | $286.4K | 0.13% | +3+0.2% | Added |
| Red Wave Investments LLC | 1,385 | $286.6K | 0.09% | 00.0% | Unchanged |
| Morey & Quinn Wealth Partners, LLC | 1,388 | $287.2K | 0.20% | +37+2.7% | Added |
| Bestgate Wealth Advisors, LLC | 1,391 | $287.8K | 0.52% | −18−1.3% | Reduced |
| Affinity Wealth Management LLC | 1,393 | $288.2K | 0.04% | +1,393 | New |
| H&H Retirement Design & Management INC | 1,515 | $288.7K | 0.14% | −62−3.9% | Reduced |
| Acorn Financial Advisory Services Inc | 1,398 | $289.3K | 0.04% | −4−0.3% | Reduced |
| Whitcomb & Hess, Inc. | 1,398 | $289.3K | 0.07% | +11+0.8% | Added |
| LB Partners LLC | 1,400 | $289.7K | 0.26% | +1,400 | New |
| Sage Investment Counsel LLC | 1,404 | $290.6K | 0.32% | 00.0% | Unchanged |
| Summit Wealth & Retirement Planning, Inc. | 1,406 | $290.8K | 0.07% | +1,406 | New |
| Wealth Advisors of Iowa, LLC | 1,408 | $291.3K | 0.09% | +22+1.6% | Added |
| Sterling Investment Advisors LLC | 1,410 | $291.7K | 0.14% | 00.0% | Unchanged |
| X-Square Capital, LLC | 1,409 | $292.0K | 0.10% | +1,409 | New |
| Investment Planning Advisors, Inc. | 1,412 | $292.1K | 0.08% | +1,412 | New |
| M1 Capital Management LLC | 1,413 | $292.4K | 0.13% | −28−1.9% | Reduced |
| OakTrust Wealth Advisors, LLC | 1,416 | $293.0K | 0.27% | +1,416 | New |
| M3 Advisory Group, LLC | 1,418 | $293.4K | 0.18% | +1,418 | New |
| Beech Hill Advisors, Inc. | 1,420 | $293.8K | 0.15% | 00.0% | Unchanged |
| Cedar Wealth Management, LLC | 1,421 | $294.0K | 0.09% | −682−32.4% | Reduced |
| J Hagan Capital, Inc. | 1,424 | $294.6K | 0.16% | +1,424 | New |
| Sage Mountain Advisors LLC | 1,425 | $294.8K | 0.02% | −13,587−90.5% | Reduced |
| Stonebridge Financial Planning Group, LLC | 1,425 | $294.8K | 0.11% | +1,425 | New |
| Boyer Financial Services, Inc. | 1,427 | $295.2K | 0.31% | −102−6.7% | Reduced |
| Advisory Advocates, LLC | 1,428 | $295.5K | 0.30% | +1,428 | New |
| Circle Wealth Management, LLC | 1,429 | $295.7K | 0.00% | +45+3.3% | Added |
| Advisortrust Partners, LLC | 1,435 | $296.9K | 0.12% | +1,435 | New |
| Phillips Financial Management, LLC | 1,436 | $297.1K | 0.02% | −86−5.7% | Reduced |
| DDFG, Inc | 1,436 | $297.2K | 0.06% | −175−10.9% | Reduced |
| HRC Wealth Management, LLC | 1,438 | $297.5K | 0.14% | +1,438 | New |
| Heritage Investment Group, Inc. | 1,438 | $297.5K | 0.05% | +2+0.1% | Added |
| Cypress Capital, LLC | 1,439 | $297.7K | 0.08% | +26+1.8% | Added |
| Ssi Investment Management LLC | 1,443 | $298.6K | 0.02% | 00.0% | Unchanged |
| nVerses Capital, LLC | 1,449 | $299.8K | 0.27% | +1,449 | New |
| Zinnia Wealth Advisory, LLC | 1,449 | $299.9K | 0.34% | −631−30.3% | Reduced |
| Evolution Wealth Advisors, LLC | 1,450 | $300.0K | 0.03% | +79+5.8% | Added |
| Waterford Advisors, LLC | 1,429 | $301.1K | 0.10% | +50+3.6% | Added |
| Horizon Advisory Services, Inc. | 1,457 | $301.5K | 0.15% | +1,457 | New |
| NewSquare Capital LLC | 1,458 | $301.7K | 0.03% | +1,458 | New |
| Objective Capital Management, LLC | 1,461 | $302.3K | 0.31% | +1,461 | New |
| IAM Advisory, LLC | 1,461 | $302.4K | 0.07% | −100−6.4% | Reduced |
| Davis Investment Partners, LLC | 1,462 | $302.6K | 0.11% | +9+0.6% | Added |
| Clarus Wealth Advisors | 1,505 | $303.3K | 0.13% | 00.0% | Unchanged |
| Iron Financial, LLC | 1,467 | $303.5K | 0.13% | −126−7.9% | Reduced |
| Bay Rivers Group | 1,470 | $304.1K | 0.13% | −50−3.3% | Reduced |
| Riverview Trust Co | 1,472 | $304.6K | 0.38% | −47−3.1% | Reduced |
| KRS Capital Management, LLC | 1,475 | $305.3K | 0.19% | −184−11.1% | Reduced |
| Mallini Complete Financial Planning LLC | – | $305.7K | 0.24% | – | – |
| KWB Wealth | 2,006 | $305.8K | 0.03% | 00.0% | Unchanged |
| Peak Retirement Planning, Inc. | 1,479 | $306.0K | 0.06% | +1,479 | New |
| IAG Wealth Partners, LLC | 1,481 | $306.3K | 0.03% | +141+10.5% | Added |
| BridgePort Financial Solutions, LLC | 1,481 | $306.4K | 0.09% | +18+1.2% | Added |
| Leonard Rickey Investment Advisors P.L.L.C. | 1,485 | $307.2K | 0.05% | +19+1.3% | Added |
| Steadtrust LLC | 1,485 | $307.2K | 0.17% | +1+0.1% | Added |
| Wellington-Altus USA Inc. | 1,856 | $307.7K | 0.18% | +465+33.4% | Added |
| Cetera Trust Company, N.A | 1,487 | $307.7K | 0.17% | −6,643−81.7% | Reduced |