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Livermore
Livermore
ZHEN

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, Q4 2023

Institutional positions in Chevron Corp as of Dec 31, 2023. 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
3,478
+191 vs. Q3 2023
Shares held
1.34B
+26.7M (+2.0%) vs. Q3 2023
Total value
$200.3B
−$21.6B (−9.7%) vs. Q3 2023
New holders
383
1,478 more added
Sold out
192
1,306 more reduced

52 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2023: 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.

Institutional holdersQ4 2023: 3,478 institutions
Q1 2021: 2,575 institutionsQ2 2021: 2,587 institutionsQ3 2021: 2,578 institutionsQ4 2021: 2,904 institutionsQ1 2022: 3,071 institutionsQ2 2022: 3,060 institutionsQ3 2022: 3,057 institutionsQ4 2022: 3,289 institutionsQ1 2023: 3,273 institutionsQ2 2023: 3,286 institutionsQ3 2023: 3,339 institutionsQ4 2023: 3,478 institutionsQ1 2024: 3,523 institutionsQ2 2024: 3,511 institutionsQ3 2024: 3,488 institutionsQ4 2024: 3,765 institutionsQ1 2025: 3,826 institutionsQ2 2025: 3,708 institutionsQ3 2025: 3,803 institutionsQ4 2025: 3,994 institutionsQ1 2026: 4,312 institutionsQ2 2026: 4,143 institutions
Value heldQ4 2023: $200.3B
Q1 2021: $135.6BQ2 2021: $135.0BQ3 2021: $130.0BQ4 2021: $152.3BQ1 2022: $223.8BQ2 2022: $198.4BQ3 2022: $195.7BQ4 2022: $243.6BQ1 2023: $217.1BQ2 2023: $205.0BQ3 2023: $222.6BQ4 2023: $200.3BQ1 2024: $212.7BQ2 2024: $214.0BQ3 2024: $198.0BQ4 2024: $194.0BQ1 2025: $222.9BQ2 2025: $189.0BQ3 2025: $225.3BQ4 2025: $223.3BQ1 2026: $298.0BQ2 2026: $243.4B
Institutions holding CVX and their total value by quarter
QuarterHoldersValue
Q2 20264,143$243.4B
Q1 20264,312$298.0B
Q4 20253,994$223.3B
Q3 20253,803$225.3B
Q2 20253,708$189.0B
Q1 20253,826$222.9B
Q4 20243,765$194.0B
Q3 20243,488$198.0B
Q2 20243,511$214.0B
Q1 20243,523$212.7B
Q4 20233,478$200.3B
Q3 20233,339$222.6B
Q2 20233,286$205.0B
Q1 20233,273$217.1B
Q4 20223,289$243.6B
Q3 20223,057$195.7B
Q2 20223,060$198.4B
Q1 20223,071$223.8B
Q4 20212,904$152.3B
Q3 20212,578$130.0B
Q2 20212,587$135.0B
Q1 20212,575$135.6B

Institutions, Q4 2023

Shares, value and share of portfolio for each institution holding Chevron Corp; share changes are against Q3 2023.

Institutions holding CVX in Q4 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Insight Financial Services10$1.49K0.00%+10New
University of Texas/Texas Am Investment Managment Co14$2.09K0.00%+14New
PFG Private Wealth Management, LLC16$2.39K0.00%−17−51.5%Reduced
HWG Holdings LP17$2.54K0.00%−60−77.9%Reduced
Gs Investments, Inc.21$3.13K0.00%00.0%Unchanged
NewSquare Capital LLC24$3.64K0.00%−491−95.3%Reduced
Able Wealth Management LLC26$3.90K0.00%+26New
Horrell Capital Management, Inc.28$4.00K0.00%00.0%Unchanged
Vermillion & White Wealth Management Group, LLC30$4.47K0.00%+30New
American Capital Advisory, LLC31$4.62K0.00%+31New
Syntax Research, Inc.35$5.22K0.00%00.0%Unchanged
DB Wealth Management Group, LLC38$5.67K0.00%00.0%Unchanged
ClariVest Asset Management LLC39$5.83K0.00%−19−32.8%Reduced
Ibex Wealth Advisors42$6.31K1.37%−42,347−99.9%Reduced
PayPay Securities Corp46$6.97K0.34%−1−2.1%Reduced
Legend Financial Advisors, Inc.53$7.91K0.01%00.0%Unchanged
Financial Avengers, Inc.65$9.71K0.01%+1+1.6%Added
Morton Brown Family Wealth, LLC77$11.5K0.01%+9+13.2%Added
Guardian Wealth Management, Inc.79$11.8K0.01%−33−29.5%Reduced
Harvest Fund Management Co., Ltd85$13.0K0.00%−1,280−93.8%Reduced
Knott David M Jr96$14.0K0.01%00.0%Unchanged
Centiva Capital, LP99$14.8K0.00%−3,191−97.0%Reduced
Robbins Farley LLC100$14.9K0.01%00.0%Unchanged
Team Financial Group, LLC100$15.0K0.01%+1+1.0%Added
Richard W. Paul & Associates, LLC105$15.7K0.01%−15−12.5%Reduced
Advantage Trust Co110$16.4K0.01%+110New
Tower View Investment Management & Research LLC117$17.0K0.01%−10−7.9%Reduced
Fairway Wealth LLC116$17.3K0.01%+116New
Financial Connections Group, Inc.125$18.0K0.01%+125New
Kessler Investment Group, LLC125$18.6K0.01%00.0%Unchanged
Heck Capital Advisors, LLC125$18.6K0.00%00.0%Unchanged
Evolution Advisers, Inc.124$19.0K0.01%00.0%Unchanged
Halpern Financial, Inc.131$20.0K0.01%−9−6.4%Reduced
LFA - Lugano Financial Advisors SA140$20.9K0.02%+85+154.5%Added
Cranbrook Wealth Management, LLC143$21.3K0.01%+81+130.6%Added
Red Tortoise LLC145$21.6K0.01%−56−27.9%Reduced
Bear Mountain Capital, Inc.152$21.8K0.01%+152New
McClarren Financial Advisors, Inc.148$22.0K0.02%+48+48.0%Added
Sofos Investments, Inc.147$22.3K0.01%−522−78.0%Reduced
Hoese & Co LLP168$24.1K0.02%00.0%Unchanged
Quarry LP162$24.2K0.01%+78+92.9%Added
Bare Financial Services, Inc178$26.6K0.05%+178New
Valley Forge Investment Consultants Inc Adv180$26.8K0.01%00.0%Unchanged
Elkhorn Partners Limited Partnership180$27.0K0.02%+180New
Tobam195$29.0K0.00%−166−46.0%Reduced
Lipe & Dalton197$29.0K0.02%00.0%Unchanged
FWL Investment Management, LLC196$29.2K0.02%−282−59.0%Reduced
Frank, Rimerman Advisors LLC198$29.5K0.01%+198New
POM Investment Strategies, LLC199$29.7K0.03%+199New
Park Circle Co200$29.8K0.03%00.0%Unchanged
Koesten, Hirschmann & Crabtree, INC.200$29.8K0.02%00.0%Unchanged
Western Pacific Wealth Management, LP205$30.6K0.02%00.0%Unchanged
DHJJ Financial Advisors, Ltd.206$30.7K0.01%00.0%Unchanged
Long Island Wealth Management, Inc.206$31.0K0.02%+206New
Blue Bell Private Wealth Management, LLC211$31.5K0.01%−390−64.9%Reduced
JDM Financial Group LLC232$34.6K0.03%00.0%Unchanged
Pension & Wealth Management Advisors, Inc.233$34.8K0.02%+48+25.9%Added
Bromfield Sneider Wealth Advisors235$35.1K0.02%00.0%Unchanged
Valued Wealth Advisors LLC219$36.9K0.03%+219New
Luken Investment Analytics, LLC250$37.3K0.02%00.0%Unchanged
Carolina Wealth Advisors, LLC253$37.7K0.02%00.0%Unchanged
NVWM, LLC257$38.3K0.01%+4+1.6%Added
Cooksen Wealth, LLC271$40.4K0.05%+271New
Tfo-TDC, LLC280$41.8K0.01%−680−70.8%Reduced
Clear Investment Research, LLC281$42.0K0.06%+204+264.9%Added
Vima LLC294$43.8K0.10%+294New
DecisionPoint Financial, LLC300$44.7K0.02%−4−1.3%Reduced
Newton One Investments LLC307$45.7K0.02%−24−7.3%Reduced
Global Wealth Strategies & Associates309$46.1K0.02%+1+0.3%Added
Livelsberger Financial Advisory310$46.2K0.04%+310New
Bradley & Co. Private Wealth Management, LLC320$47.7K0.04%00.0%Unchanged
Riggs Asset Managment Co. Inc.327$48.8K0.02%00.0%Unchanged
Robinswood Financial LLC327$48.8K0.02%+4+1.2%Added
Gold Investment Management Ltd.330$49.2K0.02%+330New
Wiser Advisor Group LLC334$49.9K0.08%+334New
VisionPoint Advisory Group, LLC335$50.0K0.02%−154−31.5%Reduced
Roble, Belko & Company, Inc344$51.0K0.01%+150+77.3%Added
Highline Wealth Partners LLC360$53.7K0.03%+21+6.2%Added
Keener Financial Planning LLC367$55.0K0.04%+367New
Rational Advisors LLC380$56.7K0.01%00.0%Unchanged
Dunhill Financial, LLC385$57.4K0.05%+385New
Private Wealth Management Group, LLC401$59.8K0.03%+401New
Tacita Capital Inc404$60.3K0.04%+404New
Byrne Asset Management LLC399$60.6K0.05%+314+369.4%Added
Transcendent Capital Group LLC407$60.7K0.04%+407New
Delos Wealth Advisors, LLC415$61.9K0.09%−123−22.9%Reduced
Mowery & Schoenfeld Wealth Management, LLC430$64.1K0.13%+430New
CarsonAllaria Wealth Management, Ltd.435$65.0K0.05%+3+0.7%Added
Kiely Wealth Advisory Group, Inc.444$66.0K0.04%+444New
Canton Hathaway, LLC449$67.0K0.02%00.0%Unchanged
Burkett Financial Services, LLC454$67.7K0.04%+454New
Stephens Consulting, LLC455$67.9K0.02%00.0%Unchanged
Pineridge Advisors LLC457$68.2K0.02%+457New
Ruedi Wealth Management, Inc.459$68.5K0.03%+33+7.7%Added
Ramirez Asset Management, Inc.464$69.2K0.01%00.0%Unchanged
Activest Wealth Management464$69.2K0.04%+411+775.5%Added
Cedar Mountain Advisors, LLC465$69.4K0.02%+18+4.0%Added
Paloma Partners Management Co481$71.7K0.01%+481New
Foster Dykema Cabot & Partners, LLC482$71.9K0.01%+482New
Annapolis Financial Services, LLC495$73.8K0.02%−200−28.8%Reduced