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 |
|---|---|---|---|---|---|
| Sunbelt Securities, Inc. | 26,565 | $5.50M | 0.35% | −813−3.0% | Reduced |
| Triad Wealth Partners, LLC | 26,521 | $5.49M | 0.43% | +1,080+4.2% | Added |
| Cohen Investment Advisors LLC | 26,494 | $5.48M | 2.60% | +151+0.6% | Added |
| Koshinski Asset Management, Inc. | 26,472 | $5.48M | 0.34% | −94−0.4% | Reduced |
| Aldebaran Capital, LLC | 26,471 | $5.48M | 4.19% | −50−0.2% | Reduced |
| TruWealth Advisors, LLC | 26,462 | $5.48M | 0.26% | −334−1.2% | Reduced |
| Argyle Capital Management Inc. | 26,358 | $5.45M | 1.77% | −400−1.5% | Reduced |
| Winebrenner Capital Management LLC | 26,328 | $5.45M | 3.50% | +243+0.9% | Added |
| Larson Financial Group LLC | 26,241 | $5.43M | 0.17% | +128+0.5% | Added |
| Reuter James Wealth Management, LLC | 26,220 | $5.42M | 0.78% | +986+3.9% | Added |
| Global Financial Private Client, LLC | 26,195 | $5.42M | 1.77% | +1,726+7.1% | Added |
| Modus Advisors, LLC | 26,089 | $5.40M | 1.49% | +2,604+11.1% | Added |
| Harbour Capital Advisors, LLC | 28,855 | $5.38M | 1.02% | +85+0.3% | Added |
| SageGuard Financial Group, LLC | 25,940 | $5.37M | 0.83% | +1,513+6.2% | Added |
| Diligent Investors, LLC | 25,926 | $5.36M | 1.33% | +26+0.1% | Added |
| Capital Investment Advisory Services, LLC | 25,916 | $5.36M | 0.39% | +1,460+6.0% | Added |
| Auxier Asset Management | 25,863 | $5.35M | 0.77% | −232−0.9% | Reduced |
| Murphy Pohlad Asset Management LLC | 25,831 | $5.34M | 1.92% | +37+0.1% | Added |
| Evolve Private Wealth, LLC | 25,753 | $5.33M | 0.28% | +11,303+78.2% | Added |
| Fulton Breakefield Broenniman LLC | 25,663 | $5.31M | 0.35% | −246−0.9% | Reduced |
| RMR Wealth Builders | 25,624 | $5.30M | 0.42% | +1,116+4.6% | Added |
| Delaney Dennis R | 25,582 | $5.29M | 1.87% | +3,470+15.7% | Added |
| Pullen Investment Management, LLC | 25,555 | $5.29M | 2.65% | −1,684−6.2% | Reduced |
| Fortitude Family Office, LLC | 25,551 | $5.29M | 1.19% | −11,368−30.8% | Reduced |
| Royal Fund Management, LLC | 25,345 | $5.24M | 0.50% | +2,782+12.3% | Added |
| Pinkerton Retirement Specialists, LLC | 34,383 | $5.24M | 0.48% | −509−1.5% | Reduced |
| Laurel Wealth Advisors LLC | 28,833 | $5.24M | 0.52% | +1,556+5.7% | Added |
| James Hambro & Partners | 25,300 | $5.23M | 0.21% | +500+2.0% | Added |
| R.H. Dinel Investment Counsel, Inc. | 25,191 | $5.21M | 4.22% | 00.0% | Unchanged |
| Covington Investment Advisors Inc. | 25,171 | $5.21M | 0.77% | −1,198−4.5% | Reduced |
| Joseph Group Capital Management | 25,108 | $5.19M | 1.30% | −1,657−6.2% | Reduced |
| Van Hulzen Asset Management, LLC | 25,086 | $5.19M | 0.39% | +144+0.6% | Added |
| Resolute Capital Asset Partners LLC | 25,000 | $5.17M | 2.72% | +15,000+150.0% | Added |
| Lyell Wealth Management, LP | 24,958 | $5.16M | 0.38% | −1,265−4.8% | Reduced |
| Portside Wealth Group, LLC | 24,944 | $5.16M | 0.70% | −1,576−5.9% | Reduced |
| Johnson Financial Group, Inc. | 24,911 | $5.15M | 0.19% | +289+1.2% | Added |
| WCG Wealth Advisors LLC | 24,911 | $5.15M | 0.14% | +237+1.0% | Added |
| EFG International AG | 24,904 | $5.15M | 0.11% | +3,647+17.2% | Added |
| Keystone Financial Planning, Inc. | 24,890 | $5.15M | 1.38% | −52,228−67.7% | Reduced |
| Aurdan Capital Management, LLC | 24,844 | $5.14M | 1.54% | +294+1.2% | Added |
| OpenArc Corporate Advisory, LLC | 24,807 | $5.13M | 0.07% | +4,337+21.2% | Added |
| Gilliland Jeter Wealth Management LLC | 24,802 | $5.13M | 1.52% | −699−2.7% | Reduced |
| Wasatch Advisors Inc | 24,773 | $5.13M | 0.03% | −98−0.4% | Reduced |
| Garrett Investment Advisors LLC | 24,773 | $5.13M | 0.40% | −2,176−8.1% | Reduced |
| Emerald Investment Advisers, LLC | 24,659 | $5.10M | 0.46% | +24,659 | New |
| Investmark Advisory Group LLC | 24,592 | $5.09M | 2.18% | +15+0.1% | Added |
| Douglass Winthrop Advisors, LLC | 24,549 | $5.08M | 0.09% | +263+1.1% | Added |
| Wealth Alliance | 24,540 | $5.08M | 0.50% | +1,620+7.1% | Added |
| McKinley Carter Wealth Services, Inc. | 24,531 | $5.08M | 0.29% | −710−2.8% | Reduced |
| Private Wealth Asset Management, LLC | 24,460 | $5.06M | 0.54% | +65+0.3% | Added |
| First National Bank & Trust Co of Newtown | 24,411 | $5.05M | 1.09% | −1,544−5.9% | Reduced |
| Centric Wealth Management | 26,240 | $5.05M | 1.01% | −355−1.3% | Reduced |
| Journey Advisory Group, LLC | 24,351 | $5.04M | 0.43% | −7,032−22.4% | Reduced |
| NBC Securities, Inc. | 24,340 | $5.04M | 0.38% | +1,109+4.8% | Added |
| Personal Cfo Solutions, LLC | 24,262 | $5.02M | 0.71% | −927−3.7% | Reduced |
| Aull & Monroe Investment Management Corp | 24,237 | $5.01M | 2.33% | −156−0.6% | Reduced |
| First Bank & Trust | 24,200 | $5.01M | 0.81% | +836+3.6% | Added |
| Empire Financial Management Company, LLC | 24,192 | $5.01M | 1.13% | +517+2.2% | Added |
| Boothe Investment Group, Inc. | 24,173 | $5.00M | 1.61% | −406−1.7% | Reduced |
| Plan Group Financial, LLC | 24,155 | $5.00M | 1.17% | +955+4.1% | Added |
| Atlas Brown,Inc. | 24,119 | $4.99M | 1.50% | −657−2.7% | Reduced |
| WD Rutherford LLC | 24,101 | $4.99M | 2.22% | −1,824−7.0% | Reduced |
| Portfolio Design Labs, LLC | 24,083 | $4.98M | 0.89% | −4,439−15.6% | Reduced |
| Vertrix Wealth Management, LLC | 24,064 | $4.98M | 1.83% | +24,064 | New |
| Jericho Financial, LLP | 24,043 | $4.97M | 3.14% | −7,490−23.8% | Reduced |
| Mayflower Financial Advisors, LLC | 24,028 | $4.97M | 0.60% | +685+2.9% | Added |
| Stanley-Laman Group, Ltd. | 23,920 | $4.95M | 0.61% | +1,135+5.0% | Added |
| Mystic Asset Management, Inc. | 23,842 | $4.93M | 1.14% | +20+0.1% | Added |
| Holderness Investments Co | 23,790 | $4.92M | 0.99% | +1,351+6.0% | Added |
| First Command Advisory Services, Inc. | 23,765 | $4.92M | 0.03% | +150+0.6% | Added |
| NVWM, LLC | 23,754 | $4.91M | 1.09% | +16,489+227.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 23,695 | $4.90M | 0.14% | +2,503+11.8% | Added |
| NovaPoint Capital, LLC | 23,677 | $4.90M | 1.23% | +779+3.4% | Added |
| Peoples Bank | 23,643 | $4.89M | 3.00% | −114−0.5% | Reduced |
| Whitener Capital Management, Inc. | 23,612 | $4.89M | 1.11% | +261+1.1% | Added |
| Mitchell McLeod Pugh & Williams Inc | 23,607 | $4.88M | 0.72% | −57−0.2% | Reduced |
| Strong Tower Advisory Services | 23,579 | $4.88M | 0.92% | +49+0.2% | Added |
| North Star Investment Management Corp. | 23,549 | $4.87M | 0.30% | +858+3.8% | Added |
| Duncker Streett & Co Inc | 23,496 | $4.86M | 0.92% | +666+2.9% | Added |
| Oasis Advisors, LLC | 23,488 | $4.86M | 0.96% | +21,996+1,474.3% | Added |
| Mather Group, LLC. | 23,487 | $4.86M | 0.05% | +2,393+11.3% | Added |
| Guardian Capital LP | 23,454 | $4.85M | 0.13% | +5,000+27.1% | Added |
| Red Cedar Investment Management, LLC | 23,441 | $4.85M | 0.50% | +12,099+106.7% | Added |
| Weatherly Asset Management L. P. | 23,375 | $4.84M | 0.39% | −273−1.2% | Reduced |
| Gluskin Sheff & Assoc Inc | 23,368 | $4.83M | 0.80% | −816−3.4% | Reduced |
| Hills Bank & Trust Co | 23,327 | $4.83M | 0.23% | −853−3.5% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 23,281 | $4.82M | 1.31% | −1,489−6.0% | Reduced |
| West Branch Capital LLC | 23,261 | $4.81M | 1.29% | +7,083+43.8% | Added |
| Benin Management CORP | 23,259 | $4.81M | 1.08% | −149−0.6% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 23,235 | $4.81M | 0.58% | +1,010+4.5% | Added |
| VeraBank, N.A. | 23,213 | $4.80M | 0.88% | +1,232+5.6% | Added |
| Continuum Advisory, LLC | 23,144 | $4.79M | 0.46% | +512+2.3% | Added |
| Sage Investment Advisers LLC | 24,240 | $4.79M | 3.54% | +267+1.1% | Added |
| Buffalo Business & Estate Services Ltd | 23,125 | $4.78M | 0.69% | −3,846−14.3% | Reduced |
| Titleist Asset Management, LLC | 23,111 | $4.78M | 0.36% | +176+0.8% | Added |
| Hunter Associates Investment Management LLC | 23,002 | $4.76M | 0.63% | +58+0.3% | Added |
| Argent Advisors, Inc. | 22,996 | $4.76M | 1.30% | +877+4.0% | Added |
| Kavar Capital Partners Group, LLC | 22,963 | $4.75M | 0.60% | −415−1.8% | Reduced |
| Webster Bank, N. A. | 22,949 | $4.75M | 0.45% | +579+2.6% | Added |
| Umpqua Bank | 22,859 | $4.73M | 1.35% | −894−3.8% | Reduced |