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 |
|---|---|---|---|---|---|
| My Portfolio Guide, LLC | 1,488 | $307.9K | 0.17% | +1,488 | New |
| Flynn Zito Capital Management, LLC | 1,488 | $307.9K | 0.10% | −441−22.9% | Reduced |
| ForthRight Wealth Management, LLC | 1,492 | $308.7K | 0.09% | 00.0% | Unchanged |
| R. W. Roge & Company, Inc. | 1,496 | $309.0K | 0.15% | +183+13.9% | Added |
| Austin Wealth Management, LLC | 1,554 | $309.0K | 0.07% | −375−19.4% | Reduced |
| Genesis Financial Group, LLC | 1,494 | $309.2K | 0.21% | +1,494 | New |
| Hall Capital Management Co Inc | 1,602 | $309.7K | 0.11% | +1,602 | New |
| Members Wealth LLC | 1,664 | $309.9K | 0.19% | +30+1.8% | Added |
| Dakota Community Bank & Trust NA | 1,500 | $310.4K | 1.05% | −26−1.7% | Reduced |
| Rebalance, LLC | 1,500 | $310.4K | 0.02% | 00.0% | Unchanged |
| GSG Advisors LLC | 1,504 | $311.2K | 0.08% | +157+11.7% | Added |
| Affiance Financial, LLC | 1,505 | $311.4K | 0.05% | +34+2.3% | Added |
| Walker Financial Services, Inc. | 1,505 | $311.4K | 0.11% | −1,295−46.3% | Reduced |
| My Purposeful Wealth Corp. | 1,506 | $311.7K | 0.07% | +1,506 | New |
| Advocacy Wealth Management Services, LLC | 1,510 | $312.4K | 0.01% | +1,510 | New |
| Twin Peaks Wealth Advisors, LLC | 1,512 | $312.9K | 0.08% | +183+13.8% | Added |
| Talon Private Wealth, LLC | 1,513 | $313.0K | 0.04% | +1,513 | New |
| Caden Capital Partners, LP | 1,516 | $313.7K | 3.86% | +1,516 | New |
| Sun Group Wealth Partners | 1,516 | $313.7K | 0.25% | +1,516 | New |
| ERn Financial, LLC | 1,517 | $313.9K | 0.06% | −10−0.7% | Reduced |
| Avenue 1 Advisors, LLC | 1,517 | $313.9K | 0.10% | +108+7.7% | Added |
| Intrepid Capital Management Inc | 1,517 | $313.9K | 0.12% | +200+15.2% | Added |
| One Degree Advisors Inc | 1,518 | $314.0K | 0.08% | +2+0.1% | Added |
| Horizon Bancorp Inc | 1,519 | $314.0K | 0.15% | +125+9.0% | Added |
| Cercano Management LLC | 1,518 | $314.1K | 0.01% | +1,518 | New |
| Tempo Wealth, LLC | 1,519 | $314.2K | 0.05% | +1,519 | New |
| Acima Private Wealth, LLC | 1,521 | $314.7K | 0.10% | −667−30.5% | Reduced |
| Junk Investment Group, LLC | 1,522 | $314.9K | 0.17% | +1,522 | New |
| Strategic Financial Partners, Ltd. | 1,523 | $315.3K | 0.14% | +1,523 | New |
| Whipplewood Advisors, LLC | 1,526 | $315.7K | 0.16% | +488+47.0% | Added |
| Sidoxia Capital Management, LLC | 1,526 | $315.7K | 0.27% | +1,526 | New |
| Quad-Cities Investment Group, LLC | 1,527 | $316.0K | 0.13% | −35−2.2% | Reduced |
| Advance Capital Management, Inc. | 1,530 | $316.6K | 0.01% | −11−0.7% | Reduced |
| Trinity Financial Advisors LLC | 1,535 | $317.7K | 0.09% | −189−11.0% | Reduced |
| Win Advisors, Inc | 1,537 | $318.0K | 0.15% | +1,537 | New |
| Omnia Family Wealth, LLC | 1,538 | $318.2K | 0.10% | −545−26.2% | Reduced |
| Consilio Wealth Advisors, LLC | 1,545 | $319.7K | 0.09% | +97+6.7% | Added |
| Nadler Financial Group, Inc. | 1,548 | $320.2K | 0.03% | −22−1.4% | Reduced |
| Patton Fund Management, Inc. | 1,548 | $320.3K | 0.05% | 00.0% | Unchanged |
| J. Goldman & Co LP | 1,550 | $320.7K | 0.01% | −4,050−72.3% | Reduced |
| Sage Capital Management, LLC | 1,550 | $320.7K | 0.15% | 00.0% | Unchanged |
| Bright Futures Wealth Management, LLC. | 1,553 | $321.3K | 0.22% | +1,553 | New |
| Fearless Solutions, LLC dba Best Invest | 1,557 | $322.2K | 0.19% | −880−36.1% | Reduced |
| Bullseye Investment Management, LLC | 1,559 | $322.6K | 0.17% | 00.0% | Unchanged |
| 4J Wealth Management LLC | 1,562 | $323.2K | 0.18% | 00.0% | Unchanged |
| TSA Wealth Managment LLC | 1,567 | $324.2K | 0.10% | +1,567 | New |
| Kennedy Investment Group | 1,567 | $324.2K | 0.13% | −496−24.0% | Reduced |
| Delos Wealth Advisors, LLC | 1,567 | $324.3K | 0.19% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 1,570 | $324.8K | 0.01% | −5,390−77.4% | Reduced |
| Rockbridge Investment Management, LCC | 1,574 | $325.7K | 0.03% | +1,574 | New |
| Eagle Bay Advisors LLC | 1,574 | $325.7K | 0.29% | +1,574 | New |
| White Lighthouse Investment Management Inc. | 1,575 | $326.0K | 0.05% | −99−5.9% | Reduced |
| Armstrong Henry H Associates Inc | 1,578 | $326.5K | 0.03% | 00.0% | Unchanged |
| GreatBanc Trust CO | 1,580 | $326.9K | 0.23% | −255−13.9% | Reduced |
| WealthCare Investment Partners, LLC | 1,595 | $327.2K | 0.09% | +1,595 | New |
| Interactive Financial Advisors | 1,582 | $327.3K | 0.21% | +88+5.9% | Added |
| Tandem Investment Advisors, Inc. | 1,583 | $327.5K | 0.02% | −979−38.2% | Reduced |
| Leslie Global Wealth, LLC | 1,587 | $328.4K | 0.17% | −40−2.5% | Reduced |
| LongView Wealth Management | 1,757 | $328.5K | 0.08% | −380−17.8% | Reduced |
| Blue Chip Partners, Inc. | 1,589 | $328.8K | 0.02% | −57−3.5% | Reduced |
| Koss-Olinger Consulting, LLC | 1,590 | $329.0K | 0.03% | −1,281−44.6% | Reduced |
| Investors Research Corp | 1,590 | $329.0K | 0.06% | −374−19.0% | Reduced |
| Proficio Capital Partners LLC | 1,591 | $329.2K | 0.02% | −9,978−86.2% | Reduced |
| Wetzel Investment Advisors, Inc. | 1,592 | $329.4K | 0.13% | −24−1.5% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 1,595 | $330.0K | 0.28% | −460−22.4% | Reduced |
| WMS Group LLC | 1,600 | $331.0K | 0.48% | −6−0.4% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 1,600 | $331.0K | 0.16% | 00.0% | Unchanged |
| Gordian Advisors LLC | 1,600 | $331.0K | 0.22% | 00.0% | Unchanged |
| Websterrogers Financial Advisors, LLC | 1,601 | $331.4K | 0.09% | −31−1.9% | Reduced |
| Ankerstar Wealth, LLC | 1,601 | $331.4K | 0.35% | +378+30.9% | Added |
| Park Edge Advisors, LLC | 1,602 | $331.5K | 0.08% | −22−1.4% | Reduced |
| Francis Financial, Inc. | 1,606 | $332.3K | 0.06% | +1,606 | New |
| Rockport Wealth LLC | 1,608 | $332.7K | 0.06% | +33+2.1% | Added |
| Finward Bancorp | 1,609 | $332.9K | 0.27% | 00.0% | Unchanged |
| Cedarwood Wealth LLC | 1,610 | $333.2K | 0.34% | +139+9.4% | Added |
| Fortem Financial Group, LLC | 1,613 | $333.7K | 0.08% | +1,613 | New |
| WPG Advisers, LLC | 1,616 | $334.4K | 0.25% | −153−8.6% | Reduced |
| One Wealth Capital Management, LLC | 1,776 | $334.5K | 0.15% | +1,776 | New |
| Elite Wealth Management, Inc. | 1,622 | $335.6K | 0.11% | −1,200−42.5% | Reduced |
| 6th Street Advisors, LLC | 1,624 | $335.9K | 0.21% | +1,624 | New |
| Harvey Capital Management Inc | 1,625 | $336.2K | 0.08% | 00.0% | Unchanged |
| Waterway Wealth Management, LLC | 1,625 | $336.3K | 0.07% | +210+14.8% | Added |
| Rakuten Securities, Inc. | 1,631 | $337.5K | 0.14% | +1,157+244.1% | Added |
| Heirloom Wealth Management | 1,639 | $339.1K | 0.06% | +59+3.7% | Added |
| Accuvest Global Advisors | 1,641 | $340.0K | 0.32% | +231+16.4% | Added |
| Pursuit Wealth Strategies, LLC | 1,648 | $341.0K | 0.47% | +82+5.2% | Added |
| Brian Low Financial Group, LLC | 1,650 | $341.3K | 0.23% | −197−10.7% | Reduced |
| Squire Investment Management Company, LLC | 1,652 | $341.7K | 0.09% | +10+0.6% | Added |
| Orca Investment Management, LLC | 1,652 | $341.9K | 0.29% | −162−8.9% | Reduced |
| Smith & Howard Wealth Management, LLC | 1,653 | $342.0K | 0.07% | 00.0% | Unchanged |
| G2 Capital Management, LLC | 1,653 | $342.0K | 0.08% | −13−0.8% | Reduced |
| Prepared Retirement Institute LLC | 1,654 | $342.2K | 0.17% | +1,654 | New |
| Unify Financial Advisors | 1,656 | $342.5K | 0.36% | +56+3.5% | Added |
| Cura Wealth Advisors, LLC | 1,658 | $343.0K | 0.15% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,739 | $343.4K | 0.12% | +173+11.0% | Added |
| Lakeshore Financial Planning, Inc. | 1,662 | $343.9K | 0.12% | −207−11.1% | Reduced |
| Peloton Wealth Strategists | 1,664 | $344.0K | 0.14% | −58−3.4% | Reduced |
| Van Diest Capital, LLC | 1,664 | $344.3K | 0.27% | +1,664 | New |
| Tobias Financial Advisors, Inc. | 1,667 | $345.0K | 0.05% | −318−16.0% | Reduced |
| Coston, McIsaac & Partners | 1,671 | $345.0K | 0.08% | +295+21.4% | Added |