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 |
|---|---|---|---|---|---|
| Roundview Capital LLC | 19,986 | $4.14M | 0.26% | −1,022−4.9% | Reduced |
| Spire Wealth Management | 19,946 | $4.13M | 0.14% | +2,550+14.7% | Added |
| Syon Capital LLC | 19,929 | $4.12M | 0.21% | +40.0% | Added |
| Moody National Bank Trust Division | 19,916 | $4.12M | 0.39% | +261+1.3% | Added |
| Cornerstone Select Advisors, LLC | 19,900 | $4.12M | 2.58% | −545−2.7% | Reduced |
| Quadrant Private Wealth Management, LLC | 19,895 | $4.12M | 0.64% | −5,455−21.5% | Reduced |
| Smithfield Trust Co | 19,881 | $4.12M | 0.18% | −3,126−13.6% | Reduced |
| Capital Advantage, Inc. | 19,879 | $4.11M | 0.54% | −3,810−16.1% | Reduced |
| St Germain D J Co Inc | 19,860 | $4.11M | 0.16% | −356−1.8% | Reduced |
| Cordatus Wealth Management LLC | 19,838 | $4.10M | 0.98% | +291+1.5% | Added |
| Apella Capital, LLC | 22,294 | $4.10M | 0.06% | +5,055+29.3% | Added |
| Global Trust Asset Management, LLC | 19,783 | $4.09M | 1.57% | +2,262+12.9% | Added |
| Symphony Financial, Ltd. Co. | 19,350 | $4.09M | 0.54% | +2,981+18.2% | Added |
| Drucker Wealth 3.0, LLC | 19,763 | $4.09M | 0.71% | +434+2.2% | Added |
| Grove Bank & Trust | 19,702 | $4.08M | 0.46% | −1,961−9.1% | Reduced |
| Wedmont Private Capital | 21,095 | $4.07M | 0.13% | +476+2.3% | Added |
| Delta Investment Management, LLC | 19,665 | $4.07M | 0.73% | +433+2.3% | Added |
| E Fund Management Co., Ltd. | 19,615 | $4.06M | 0.12% | +19,615 | New |
| Wright Investors Service Inc | 19,614 | $4.06M | 1.28% | +12,894+191.9% | Added |
| Botty Investors LLC | 19,610 | $4.06M | 0.97% | 00.0% | Unchanged |
| North Star Asset Management Inc | 19,583 | $4.05M | 0.18% | +1,093+5.9% | Added |
| Charles Schwab Trust Co | 19,577 | $4.05M | 0.26% | −2,496−11.3% | Reduced |
| Monetary Management Group Inc | 19,483 | $4.03M | 0.96% | −225−1.1% | Reduced |
| 44 Wealth Management LLC | 19,460 | $4.03M | 1.41% | +6,709+52.6% | Added |
| Catalyst Funds Management Pty Ltd | 19,457 | $4.03M | 0.68% | +6,657+52.0% | Added |
| Tevis Investment Management | 19,451 | $4.02M | 2.29% | +5,663+41.1% | Added |
| Inman Jager Wealth Management, LLC | 19,417 | $4.02M | 2.35% | +368+1.9% | Added |
| Bedell Frazier Investment Counseling, LLC | 19,416 | $4.02M | 0.81% | −328−1.7% | Reduced |
| CVFG LLC | 19,318 | $4.00M | 0.50% | +17,999+1,364.6% | Added |
| Bontempo Ohly Capital Mgmt LLC | 19,297 | $3.99M | 1.80% | +1,248+6.9% | Added |
| Navigation Group, LLC | 19,258 | $3.98M | 0.93% | +19,258 | New |
| Cottage Street Advisors LLC | 19,253 | $3.98M | 1.72% | −695−3.5% | Reduced |
| Pring Turner Capital Group Inc | 26,092 | $3.98M | 2.39% | 00.0% | Unchanged |
| Gryphon Financial Partners LLC | 19,163 | $3.96M | 0.42% | +337+1.8% | Added |
| White Pine Capital LLC | 19,156 | $3.96M | 1.08% | −42−0.2% | Reduced |
| Trivant Custom Portfolio Group, LLC | 19,143 | $3.96M | 2.17% | +3,187+20.0% | Added |
| HWG Holdings LP | 19,125 | $3.96M | 1.04% | +19,125 | New |
| Jackson Hole Capital Partners, LLC | 19,105 | $3.95M | 0.65% | +302+1.6% | Added |
| Kelly Lawrence W & Associates Inc | 19,100 | $3.95M | 1.10% | −500−2.6% | Reduced |
| Coastline Trust Co | 19,072 | $3.95M | 0.39% | −230−1.2% | Reduced |
| Denali Advisors LLC | 19,056 | $3.94M | 0.44% | +19,056 | New |
| Agf Management Ltd | 19,010 | $3.93M | 0.02% | +11,667+158.9% | Added |
| Kentucky Farm Bureau Mutual Insurance Co | 19,000 | $3.93M | 1.19% | 00.0% | Unchanged |
| Legato Capital Management LLC | 19,000 | $3.93M | 0.36% | +4,000+26.7% | Added |
| Smith, Moore & Co. | 18,973 | $3.93M | 0.29% | +952+5.3% | Added |
| Crescent Sterling, Ltd. | 18,951 | $3.92M | 3.79% | −483−2.5% | Reduced |
| Horst & Graben Wealth Management LLC | 21,174 | $3.91M | 0.54% | +43+0.2% | Added |
| Parkside Financial Bank & Trust | 18,877 | $3.91M | 0.30% | −99−0.5% | Reduced |
| DSG Capital Advisors, LLC | 18,866 | $3.90M | 0.62% | −50−0.3% | Reduced |
| Kentucky Trust Co | 18,847 | $3.90M | 2.04% | +90+0.5% | Added |
| Challenger Wealth Management | 18,825 | $3.89M | 3.11% | +80.0% | Added |
| Aaron Wealth Advisors | 18,811 | $3.89M | 0.22% | −1,292−6.4% | Reduced |
| Nelson Capital Management, LLC | 18,771 | $3.88M | 0.47% | −9,734−34.1% | Reduced |
| Excalibur Management Corp | 18,757 | $3.88M | 1.39% | −351−1.8% | Reduced |
| BFSG, LLC | 18,744 | $3.88M | 0.37% | −1,352−6.7% | Reduced |
| Cadinha & Co LLC | 18,687 | $3.87M | 0.72% | +203+1.1% | Added |
| MCF Advisors LLC | 18,661 | $3.86M | 0.17% | +6,233+50.2% | Added |
| Founders Financial Securities LLC | 20,254 | $3.86M | 0.22% | +822+4.2% | Added |
| Unison Advisors LLC | 18,618 | $3.85M | 0.29% | +193+1.0% | Added |
| Coastal Bridge Advisors, LLC | 18,610 | $3.85M | 0.27% | +645+3.6% | Added |
| Keudell/Morrison Wealth Management | 18,607 | $3.85M | 0.79% | +920+5.2% | Added |
| BBR Partners, LLC | 18,571 | $3.84M | 0.21% | 00.0% | Unchanged |
| Lynx Capital Group Ltd | 18,553 | $3.84M | 1.79% | −111−0.6% | Reduced |
| CRA Financial Services, LLC | 18,551 | $3.84M | 0.50% | +795+4.5% | Added |
| Fundamentun, LLC | 18,478 | $3.82M | 0.15% | +820+4.6% | Added |
| Van Strum & Towne Inc. | 18,443 | $3.82M | 1.11% | +19+0.1% | Added |
| Excelsior Advisor Network LLC | 18,432 | $3.81M | 1.46% | +1,635+9.7% | Added |
| SageView Advisory Group, LLC | 18,419 | $3.81M | 0.14% | −11,909−39.3% | Reduced |
| 180 Wealth Advisors, LLC | 18,400 | $3.81M | 0.43% | −558−2.9% | Reduced |
| Shrier Wealth Management, LLC | 18,360 | $3.80M | 1.39% | −395−2.1% | Reduced |
| McAlvany Wealth Management LLC | 17,990 | $3.79M | 2.55% | +6,648+58.6% | Added |
| Central Pacific Bank - Trust Division | 18,259 | $3.78M | 0.48% | +76+0.4% | Added |
| Quadcap Wealth Management, LLC | 18,241 | $3.77M | 0.43% | −435−2.3% | Reduced |
| Sculati Wealth Management, LLC | 18,224 | $3.77M | 1.39% | −135−0.7% | Reduced |
| Financial Advisory Partners, LLC | 18,148 | $3.75M | 1.06% | −1,023−5.3% | Reduced |
| Azzad Asset Management Inc | 18,141 | $3.75M | 0.38% | +281+1.6% | Added |
| Field & Main Bank | 18,118 | $3.75M | 1.09% | −280−1.5% | Reduced |
| WP Advisors, LLC | 18,117 | $3.75M | 0.97% | +148+0.8% | Added |
| Hudock, Inc. | 18,093 | $3.74M | 0.55% | −116−0.6% | Reduced |
| Granite Investment Partners, LLC | 18,081 | $3.74M | 0.23% | −806−4.3% | Reduced |
| Northstar Financial Companies, Inc. | 18,067 | $3.74M | 2.97% | +1,211+7.2% | Added |
| Kampmann Melissa S. | 18,015 | $3.73M | 2.99% | −75−0.4% | Reduced |
| Beck Mack & Oliver LLC | 17,972 | $3.72M | 0.08% | −30−0.2% | Reduced |
| Bull Street Advisors, LLC | 17,964 | $3.72M | 1.84% | −236−1.3% | Reduced |
| London & Capital Asset Management Ltd | 17,967 | $3.72M | 0.04% | +3,833+27.1% | Added |
| Wealth Group, Ltd. | 17,946 | $3.71M | 3.46% | +537+3.1% | Added |
| Cigna Investments Inc | 17,908 | $3.71M | 0.58% | −268−1.5% | Reduced |
| Hudson Valley Investment Advisors Inc | 17,876 | $3.70M | 0.48% | −665−3.6% | Reduced |
| Ostrum Asset Management | 17,850 | $3.69M | 0.21% | −2,717−13.2% | Reduced |
| Wealth Alliance Advisory Group, LLC | 17,839 | $3.69M | 0.58% | −2,204−11.0% | Reduced |
| Brown Shipley& Co Ltd | 17,797 | $3.68M | 2.21% | +505+2.9% | Added |
| Transcend Wealth Collective, LLC | 17,782 | $3.68M | 0.30% | −3,565−16.7% | Reduced |
| Gen-Wealth Partners Inc | 17,782 | $3.68M | 1.16% | +1,021+6.1% | Added |
| Cooper Financial Group | 17,760 | $3.67M | 0.37% | +854+5.1% | Added |
| Legacy Capital Wealth Management, LLC | 17,759 | $3.67M | 2.15% | +1,104+6.6% | Added |
| Southland Equity Partners LLC | 17,754 | $3.67M | 0.72% | +149+0.8% | Added |
| Sippican Capital Advisors | 17,715 | $3.67M | 2.51% | −1,012−5.4% | Reduced |
| Rehmann Capital Advisory Group | 17,706 | $3.66M | 0.19% | −483−2.7% | Reduced |
| DMKC Advisory Services, LLC | 17,703 | $3.66M | 1.53% | +1,030+6.2% | Added |
| Alaethes Wealth LLC | 17,697 | $3.66M | 1.06% | +2,953+20.0% | Added |