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 |
|---|---|---|---|---|---|
| Purpose Unlimited Inc. | 30,549 | $6.32M | 0.26% | +30,549 | New |
| TCW Group Inc | 30,537 | $6.32M | 0.05% | +1,193+4.1% | Added |
| Reik & Co., LLC | 30,530 | $6.32M | 1.74% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 30,502 | $6.31M | 2.00% | +140+0.5% | Added |
| LS Investment Advisors, LLC | 30,426 | $6.30M | 0.94% | +7,850+34.8% | Added |
| Spinnaker Trust | 30,377 | $6.29M | 0.35% | −19,294−38.8% | Reduced |
| Pathway Financial Advisers, LLC | 30,317 | $6.27M | 1.77% | +1,642+5.7% | Added |
| Richards, Merrill & Peterson, Inc. | 30,312 | $6.27M | 2.30% | −4,448−12.8% | Reduced |
| Signaturefd, LLC | 30,297 | $6.27M | 0.10% | +345+1.2% | Added |
| Machina Capital S.A.S. | 30,268 | $6.26M | 1.23% | −6,739−18.2% | Reduced |
| Shufro Rose & Co LLC | 30,189 | $6.25M | 0.43% | −1,365−4.3% | Reduced |
| Private Management Group Inc | 30,158 | $6.24M | 0.18% | −982−3.2% | Reduced |
| S&CO Inc | 30,024 | $6.21M | 0.39% | −655−2.1% | Reduced |
| Benedict Financial Advisors Inc | 29,997 | $6.21M | 1.29% | −86−0.3% | Reduced |
| RKL Wealth Management LLC | 29,929 | $6.19M | 0.56% | −459−1.5% | Reduced |
| NWF Advisory Services Inc. | 29,903 | $6.19M | 0.70% | −307−1.0% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 29,887 | $6.18M | 0.21% | −1,178−3.8% | Reduced |
| BNC Wealth Management, LLC | 29,874 | $6.18M | 1.72% | +29,874 | New |
| Farmers & Merchants Trust Co of Long Beach | 29,866 | $6.18M | 1.45% | +335+1.1% | Added |
| Turtle Creek Wealth Advisors, LLC | 29,803 | $6.17M | 0.47% | +4,524+17.9% | Added |
| Alta Capital Management LLC | 29,720 | $6.15M | 0.48% | −15,563−34.4% | Reduced |
| Bill Few Associates, Inc. | 29,699 | $6.14M | 1.47% | +729+2.5% | Added |
| Journey Strategic Wealth LLC | 29,645 | $6.13M | 0.15% | +1,715+6.1% | Added |
| Flagship Harbor Advisors, LLC | 29,599 | $6.12M | 0.27% | −35−0.1% | Reduced |
| Grand Central Investment Group | 29,580 | $6.12M | 4.53% | +630+2.2% | Added |
| Kinloch Capital, LLC | 29,436 | $6.09M | 2.48% | +3,187+12.1% | Added |
| Peak Asset Management, LLC | 29,417 | $6.09M | 1.07% | −317−1.1% | Reduced |
| Plimoth Trust Co LLC | 29,326 | $6.07M | 1.36% | −235−0.8% | Reduced |
| Glass Wealth Management Co LLC | 29,318 | $6.07M | 2.35% | +1,183+4.2% | Added |
| Brooks, Moore & Associates, Inc. | 29,314 | $6.07M | 3.04% | −2,755−8.6% | Reduced |
| Keystone Financial Group | 29,310 | $6.06M | 0.42% | +3,416+13.2% | Added |
| Investors Asset Management of Georgia Inc | 29,288 | $6.06M | 2.48% | −223−0.8% | Reduced |
| Simplicity Wealth,LLC | 29,175 | $6.04M | 0.34% | +3,877+15.3% | Added |
| CORDA Investment Management, LLC. | 29,171 | $6.04M | 0.42% | +7,793+36.5% | Added |
| Western Wealth Management, LLC | 29,135 | $6.03M | 0.23% | +12,248+72.5% | Added |
| Choate Investment Advisors | 29,120 | $6.02M | 0.12% | −5,418−15.7% | Reduced |
| Independent Wealth Network Inc. | 29,098 | $6.02M | 1.79% | −3,278−10.1% | Reduced |
| McMillan Office, Inc. | 29,029 | $6.01M | 0.77% | −200−0.7% | Reduced |
| Segment Wealth Management, LLC | 29,025 | $6.01M | 0.35% | +157+0.5% | Added |
| River Wealth Advisors LLC | 28,999 | $6.00M | 0.69% | −6,488−18.3% | Reduced |
| First Foundation Advisors | 28,976 | $6.00M | 0.24% | −16,553−36.4% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 28,849 | $5.97M | 0.87% | −95−0.3% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 28,808 | $5.96M | 1.97% | +1,512+5.5% | Added |
| Stonebridge Capital Management Inc | 28,725 | $5.94M | 2.70% | +28,725 | New |
| Gamco Investors, Inc. Et Al | 28,623 | $5.92M | 0.06% | −184−0.6% | Reduced |
| Morton Community Bank | 28,580 | $5.91M | 1.29% | −352−1.2% | Reduced |
| International Assets Investment Management, LLC | 29,913 | $5.91M | 0.41% | −2,960−9.0% | Reduced |
| Massachusetts Wealth Management | 28,479 | $5.89M | 2.55% | +8,285+41.0% | Added |
| Willis Johnson & Associates, Inc. | 28,396 | $5.88M | 0.34% | −2,584−8.3% | Reduced |
| PFG Advisors | 28,369 | $5.87M | 0.29% | −9,715−25.5% | Reduced |
| Davis R M Inc | 28,162 | $5.83M | 0.10% | −116−0.4% | Reduced |
| Beverly Hills Private Wealth, LLC | 28,098 | $5.81M | 0.97% | +3,349+13.5% | Added |
| CoreCap Advisors, LLC | 28,094 | $5.81M | 0.20% | +1,837+7.0% | Added |
| Broderick Brian C | 28,093 | $5.81M | 1.07% | +1,335+5.0% | Added |
| Haverford Financial Services, Inc. | 28,054 | $5.80M | 1.73% | −121−0.4% | Reduced |
| Signature Wealth Management Group | 27,977 | $5.79M | 2.20% | −185−0.7% | Reduced |
| G&S Capital LLC | 27,972 | $5.79M | 2.03% | −1,373−4.7% | Reduced |
| Capital Asset Advisory Services LLC | 31,521 | $5.78M | 0.22% | +1,484+4.9% | Added |
| SeaCrest Wealth Management, LLC | 27,875 | $5.77M | 0.62% | +1,703+6.5% | Added |
| Exeter Financial, LLC | 27,846 | $5.76M | 2.35% | +721+2.7% | Added |
| Mill Capital Management, LLC | 27,686 | $5.73M | 0.44% | −68−0.2% | Reduced |
| Capital City Trust Co | 27,552 | $5.70M | 1.30% | −646−2.3% | Reduced |
| Providence Capital Advisors, LLC | 27,527 | $5.70M | 0.93% | −509−1.8% | Reduced |
| Garner Asset Management Corp | 27,512 | $5.69M | 2.23% | −599−2.1% | Reduced |
| Nicholas Hoffman & Company, LLC. | 27,497 | $5.69M | 0.13% | +2,149+8.5% | Added |
| Herold Advisors, Inc. | 27,492 | $5.69M | 1.25% | −493−1.8% | Reduced |
| Entruity Wealth, LLC | 27,482 | $5.69M | 3.86% | +1,168+4.4% | Added |
| Lantz Financial LLC | 27,479 | $5.69M | 1.18% | +506+1.9% | Added |
| Baker Avenue Asset Management, LP | 27,454 | $5.68M | 0.13% | −269−1.0% | Reduced |
| National Asset Management, Inc. | 26,913 | $5.67M | 0.37% | −3,623−11.9% | Reduced |
| Mattson Financial Services, LLC | 27,399 | $5.67M | 1.35% | −3,337−10.9% | Reduced |
| Ridgecrest Wealth Partners, LLC | 27,378 | $5.66M | 3.13% | +483+1.8% | Added |
| Pekin Hardy Strauss, Inc. | 27,376 | $5.66M | 0.59% | +1,153+4.4% | Added |
| Perfromance Wealth Partners, LLC | 27,313 | $5.65M | 0.16% | +27,313 | New |
| Intrua Financial, LLC | 27,303 | $5.65M | 0.60% | −1,536−5.3% | Reduced |
| RFG Advisory, LLC | 27,239 | $5.64M | 0.10% | −1,076−3.8% | Reduced |
| Sittner & Nelson, LLC | 27,213 | $5.63M | 2.06% | +60.0% | Added |
| Baugh & Associates, LLC | 27,209 | $5.63M | 2.43% | −5,555−17.0% | Reduced |
| Freemont Management S.A. | 27,200 | $5.63M | 1.05% | +27,200 | New |
| Gerald Baker Financial Group LLC | 27,143 | $5.62M | 1.78% | +27,143 | New |
| Texas Capital Bank Wealth Management Services Inc | 27,109 | $5.61M | 0.33% | +206+0.8% | Added |
| Lynch Asset Management, Inc. | 27,100 | $5.61M | 1.88% | 00.0% | Unchanged |
| Rayburn West Financial Services LLC | 27,094 | $5.61M | 3.30% | +421+1.6% | Added |
| Consolidated Investment Group LLC | 27,055 | $5.60M | 0.61% | −705−2.5% | Reduced |
| Creative Financial Designs Inc | 26,974 | $5.58M | 0.34% | −1,855−6.4% | Reduced |
| Ameritas Advisory Services, LLC | 26,974 | $5.58M | 0.22% | −430−1.6% | Reduced |
| TCI Wealth Advisors, Inc. | 26,972 | $5.58M | 0.30% | −784−2.8% | Reduced |
| Procyon Private Wealth Partners, LLC | 26,963 | $5.58M | 0.27% | −551−2.0% | Reduced |
| Delta Financial Advisors LLC | 26,895 | $5.56M | 1.45% | −164−0.6% | Reduced |
| Headinvest, LLC | 26,859 | $5.56M | 1.14% | +358+1.4% | Added |
| MONECO Advisors, LLC | 26,858 | $5.56M | 0.43% | −1,238−4.4% | Reduced |
| Traynor Capital Management, Inc. | 26,363 | $5.55M | 0.33% | +1,004+4.0% | Added |
| Oppenheimer & Close, LLC | 26,770 | $5.54M | 3.49% | +951+3.7% | Added |
| SRS Capital Advisors, Inc. | 26,690 | $5.52M | 0.16% | −1,810−6.4% | Reduced |
| Whalerock Point Partners, LLC | 26,671 | $5.52M | 1.06% | +660+2.5% | Added |
| NTV Asset Management LLC | 26,659 | $5.52M | 0.61% | −220−0.8% | Reduced |
| Allen Wealth Management, LLC | 26,609 | $5.51M | 2.76% | −220−0.8% | Reduced |
| Platform Technology Partners | 26,605 | $5.50M | 1.06% | +216+0.8% | Added |
| Twin Capital Management Inc | 26,593 | $5.50M | 0.71% | +30+0.1% | Added |
| Aprio Wealth Management, LLC | 26,591 | $5.50M | 0.30% | +16,570+165.4% | Added |