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
- 3,477
- +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
- 1,305 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.
| 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, Q4 2023
Shares, value and share of portfolio for each institution holding Chevron Corp; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Redwood Financial Network Corp | 3,658 | $545.7K | 0.53% | +34+0.9% | Added |
| Capital Market Strategies LLC | 3,658 | $545.7K | 0.48% | +248+7.3% | Added |
| Sterling Investment Counsel, LLC | 3,665 | $546.7K | 0.28% | −193−5.0% | Reduced |
| Vision Capital Management, Inc. | 3,666 | $546.8K | 0.09% | +3,666 | New |
| Dechtman Wealth Management, LLC | 3,680 | $548.0K | 0.14% | +38+1.0% | Added |
| Spotlight Asset Group, Inc. | 3,265 | $550.5K | 0.50% | 00.0% | Unchanged |
| Sivia Capital Partners, LLC | 3,706 | $552.7K | 0.42% | +3,706 | New |
| Kades & Cheifetz LLC | 3,710 | $553.3K | 0.39% | −183−4.7% | Reduced |
| Creative Financial Designs Inc | 3,712 | $553.8K | 0.06% | +588+18.8% | Added |
| Klingman & Associates, LLC | 3,713 | $553.8K | 0.04% | +12+0.3% | Added |
| Power Wealth Management LLC | 3,713 | $553.8K | 0.40% | +3,713 | New |
| Monograph Wealth Advisors, LLC | 3,719 | $554.7K | 0.10% | −5,710−60.6% | Reduced |
| Semmax Financial Advisors Inc. | 3,687 | $555.3K | 0.20% | +400+12.2% | Added |
| Callan Family Office, LLC | 3,731 | $556.5K | 0.14% | −661−15.1% | Reduced |
| Hyperion Partners, LLC | 3,733 | $556.9K | 0.44% | +17+0.5% | Added |
| SOL Capital Management CO | 3,734 | $557.0K | 0.08% | +100+2.8% | Added |
| Rice Hall James & Associates, LLC | 3,737 | $557.4K | 0.03% | 00.0% | Unchanged |
| Winch Advisory Services, LLC | 3,744 | $558.4K | 0.19% | +491+15.1% | Added |
| Cowa, LLC | 3,745 | $558.5K | 0.35% | +236+6.7% | Added |
| America First Investment Advisors, LLC | 3,748 | $559.1K | 0.15% | 00.0% | Unchanged |
| Vance Wealth, Inc. | 3,756 | $560.2K | 0.24% | −1,127−23.1% | Reduced |
| Affinity Capital Advisors, LLC | 3,760 | $560.8K | 0.14% | +80+2.2% | Added |
| Vaughan & Co Securities, Inc. | 3,764 | $561.4K | 0.38% | −236−5.9% | Reduced |
| Quantum Private Wealth, LLC | 3,771 | $562.5K | 0.24% | +250+7.1% | Added |
| Root Financial Partners, LLC | 3,773 | $562.7K | 0.21% | +97+2.6% | Added |
| Glassman Wealth Services | 3,783 | $564.2K | 0.08% | −121−3.1% | Reduced |
| Cladis Investment Advisory, LLC | 3,790 | $565.3K | 0.44% | −45−1.2% | Reduced |
| Barnes Pettey Financial Advisors, LLC | 3,790 | $565.3K | 0.46% | 00.0% | Unchanged |
| Matthew Goff Investment Advisor, LLC | 3,794 | $565.9K | 0.13% | 00.0% | Unchanged |
| Van Leeuwen & Company, LLC | 3,801 | $567.0K | 0.33% | +63+1.7% | Added |
| Charter Oak Capital Management, LLC | 3,804 | $567.3K | 0.07% | −158−4.0% | Reduced |
| Roberts Glore & Co Inc | 3,813 | $568.7K | 0.18% | −77−2.0% | Reduced |
| RWWM, Inc. | 3,817 | $569.3K | 0.07% | −170−4.3% | Reduced |
| Univest Financial Corp | 3,824 | $570.4K | 0.17% | −360−8.6% | Reduced |
| Van Den Berg Management I, Inc | 3,824 | $570.4K | 0.19% | −15−0.4% | Reduced |
| MKT Advisors LLC | 3,793 | $570.5K | 0.38% | −531−12.3% | Reduced |
| Alpha Family Trust | 3,850 | $574.3K | 0.39% | −275−6.7% | Reduced |
| Maryland Capital Advisors Inc. | 3,856 | $575.2K | 0.38% | 00.0% | Unchanged |
| New Jersey Better Educational Savings Trust | 3,861 | $575.9K | 1.21% | 00.0% | Unchanged |
| Helen Stephens Group, LLC | 3,863 | $576.2K | 0.26% | −286−6.9% | Reduced |
| Bordeaux Wealth Advisors LLC | 3,866 | $576.6K | 0.20% | +89+2.4% | Added |
| Lakewood Asset Management LLC | 3,869 | $577.1K | 0.45% | +3+0.1% | Added |
| Visionary Horizons, LLC | 3,878 | $578.4K | 0.47% | +3,878 | New |
| CM Wealth Advisors LLC | 3,885 | $579.5K | 0.25% | 00.0% | Unchanged |
| Paulson Wealth Management Inc. | 3,889 | $580.1K | 0.19% | −838−17.7% | Reduced |
| Foster Victor Wealth Advisors, LLC | 3,885 | $580.8K | 0.06% | +1,219+45.7% | Added |
| NorthStar Asset Management LLC | 3,900 | $581.7K | 0.53% | +3,900 | New |
| Cornerstone National Bank & Trust Co | 3,909 | $583.1K | 0.31% | −1,641−29.6% | Reduced |
| MGB Wealth Management, LLC | 3,917 | $584.3K | 0.29% | +3,917 | New |
| Spouting Rock Asset Management, LLC | 3,922 | $585.0K | 0.21% | −4,000−50.5% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 3,926 | $585.6K | 0.27% | +3,926 | New |
| Agate Pass Investment Management, LLC | 3,934 | $586.8K | 0.34% | −203−4.9% | Reduced |
| Prepared Retirement Institute LLC | 3,936 | $587.0K | 0.44% | +3,936 | New |
| American Investment Services, Inc. | 3,949 | $589.1K | 0.11% | −413−9.5% | Reduced |
| Dorchester Wealth Management Co | 3,950 | $589.2K | 0.11% | 00.0% | Unchanged |
| Sloy Dahl & Holst, LLC | 3,952 | $589.5K | 0.12% | +400+11.3% | Added |
| Whelan Financial | 3,959 | $590.5K | 0.28% | +148+3.9% | Added |
| Prosperity Financial Group, Inc. | 3,960 | $590.7K | 0.41% | +86+2.2% | Added |
| Summit Asset Management, LLC | 3,964 | $591.3K | 0.14% | −9−0.2% | Reduced |
| Sterling Group Wealth Management, LLC | 3,967 | $591.7K | 0.46% | −557−12.3% | Reduced |
| Solidarilty Wealth, LLC | 3,975 | $592.9K | 0.21% | −126−3.1% | Reduced |
| Advisory Resource Group | 3,980 | $593.6K | 0.15% | −17,283−81.3% | Reduced |
| ROI Financial Advisors, LLC | 3,991 | $595.0K | 0.49% | +3,991 | New |
| Saxony Capital Management, LLC | 3,996 | $596.0K | 0.79% | +3,996 | New |
| Northern Capital Management, Inc. | 4,002 | $596.9K | 0.53% | 00.0% | Unchanged |
| Bernardo Wealth Planning LLC | 4,007 | $597.7K | 0.19% | +152+3.9% | Added |
| Ritter Daniher Financial Advisory LLC | 4,007 | $597.7K | 0.22% | −66−1.6% | Reduced |
| Provence Wealth Management Group | 4,016 | $599.0K | 0.32% | +29+0.7% | Added |
| Red Lighthouse Investment Management, LLC | 4,031 | $601.3K | 0.25% | +21+0.5% | Added |
| Silver Coast Investments LLC | 4,042 | $602.9K | 0.27% | +4,042 | New |
| Greenfield Seitz Capital Management, LLC | 4,043 | $603.1K | 0.24% | +4,043 | New |
| Well Done, LLC | 4,048 | $603.8K | 0.12% | +1,665+69.9% | Added |
| Cubic Asset Management, LLC | 4,054 | $604.7K | 0.16% | +435+12.0% | Added |
| Clark Financial Services Group Inc | 4,060 | $605.0K | 0.78% | −12−0.3% | Reduced |
| First National Corp | 4,061 | $605.7K | 0.15% | +411+11.3% | Added |
| RDA Financial Network | 4,068 | $606.7K | 0.23% | −36−0.9% | Reduced |
| Diversified, LLC | 4,075 | $607.9K | 0.13% | +203+5.2% | Added |
| Clarity Wealth Advisors, LLC | 4,076 | $607.9K | 0.23% | +20.0% | Added |
| Mainsail Financial Group, LLC | 4,253 | $608.7K | 0.47% | +717+20.3% | Added |
| Boit C F David | 4,000 | $609.3K | 0.35% | 00.0% | Unchanged |
| Triumph Capital Management | 4,096 | $611.0K | 0.26% | +4,096 | New |
| First Dallas Securities Inc. | 4,095 | $611.0K | 0.31% | +2,768+208.6% | Added |
| Warther Private Wealth, LLC | 4,099 | $611.4K | 0.34% | −2,290−35.8% | Reduced |
| Professional Advisory Services Inc | 4,100 | $612.0K | 0.09% | 00.0% | Unchanged |
| Wilson & Boucher Capital Management, LLC | 4,104 | $612.1K | 0.52% | +10.0% | Added |
| Pointe Capital Management LLC | 4,117 | $614.1K | 0.43% | −58−1.4% | Reduced |
| Coastwise Capital Group, LLC | 4,118 | $614.3K | 0.63% | +92+2.3% | Added |
| JJJ Advisors Inc. | 4,121 | $614.7K | 0.15% | +269+7.0% | Added |
| Custom Portfolio Group LLC | 4,208 | $617.7K | 0.55% | +4,208 | New |
| Kolinsky Wealth Management, LLC | 4,146 | $618.4K | 0.54% | −302−6.8% | Reduced |
| Atticus Wealth Management, LLC | 4,147 | $618.6K | 0.22% | −46−1.1% | Reduced |
| Sound Financial Strategies Group, LLC | 4,149 | $618.9K | 0.52% | −1,565−27.4% | Reduced |
| Leisure Capital Management | 4,155 | $619.8K | 0.33% | −950−18.6% | Reduced |
| Great Diamond Partners, LLC | 4,166 | $621.4K | 0.15% | −16−0.4% | Reduced |
| Lummis Asset Management, LP | 4,167 | $621.5K | 0.48% | +4,167 | New |
| Guidance Capital, Inc | 4,159 | $621.7K | 0.25% | +91+2.2% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 4,160 | $623.0K | 0.28% | 00.0% | Unchanged |
| Arrowroot Family Office, LLC | 4,187 | $624.5K | 0.44% | +4,187 | New |
| Beacon Investment Advisors LLC | 4,190 | $624.9K | 0.40% | +105+2.6% | Added |
| Cedrus LLC | 4,192 | $625.4K | 0.39% | −398−8.7% | Reduced |