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 |
|---|---|---|---|---|---|
| New Republic Capital, LLC | 4,194 | $625.6K | 0.45% | −254−5.7% | Reduced |
| Kapstone Financial Advisors LLC | 4,216 | $626.4K | 0.49% | +211+5.3% | Added |
| Fractal Investments LLC | 4,200 | $626.5K | 0.13% | 00.0% | Unchanged |
| American Trust | 4,202 | $626.8K | 0.05% | +1,107+35.8% | Added |
| Genesee Capital Advisors, LLC | 4,211 | $628.0K | 0.39% | +628+17.5% | Added |
| Hobbs Group Advisors, LLC | 4,216 | $628.9K | 0.28% | +4,216 | New |
| HBW Advisory Services LLC | 4,217 | $629.0K | 0.12% | +7+0.2% | Added |
| Mosley Wealth Management | 4,217 | $629.0K | 0.62% | +4,217 | New |
| Sheets Smith Wealth Management | 4,224 | $630.0K | 0.09% | −2,647−38.5% | Reduced |
| Altiora Financial Group, LLC | 4,230 | $630.9K | 0.18% | 00.0% | Unchanged |
| Hanson & Doremus Investment Management | 4,230 | $631.0K | 0.12% | +77+1.9% | Added |
| First National Bank Sioux Falls | 4,236 | $631.8K | 0.32% | 00.0% | Unchanged |
| Birchcreek Wealth Management, LLC | 4,239 | $632.3K | 0.38% | +285+7.2% | Added |
| Eclectic Associates Inc | 4,244 | $633.0K | 0.30% | +93+2.2% | Added |
| Ruggaard & Associates LLC | 4,246 | $633.3K | 0.34% | +100+2.4% | Added |
| New England Research & Management, Inc. | 4,250 | $634.0K | 0.34% | −2,500−37.0% | Reduced |
| Pingora Partners LLC | 4,253 | $634.4K | 0.56% | +4,253 | New |
| Exchange Capital Management, Inc. | 4,270 | $636.9K | 0.11% | −28−0.7% | Reduced |
| Shilanski & Associates, Inc. | 4,274 | $637.5K | 0.24% | +54+1.3% | Added |
| Ellis Investment Partners, LLC | 4,274 | $637.5K | 0.15% | +565+15.2% | Added |
| Ellenbecker Investment Group | 4,281 | $638.0K | 0.15% | −784−15.5% | Reduced |
| Cornerstone Capital, Inc. | 4,281 | $638.6K | 0.07% | 00.0% | Unchanged |
| Defined Wealth Management, LLC | 4,281 | $638.6K | 0.49% | −12−0.3% | Reduced |
| Horan Capital Advisors, LLC. | 4,286 | $639.2K | 0.23% | +298+7.5% | Added |
| Security National Bank | 4,290 | $639.9K | 0.14% | 00.0% | Unchanged |
| Fiduciary Family Office, LLC | 4,297 | $641.1K | 0.28% | +4,297 | New |
| Versant Capital Management, Inc | 4,298 | $641.1K | 0.19% | −788−15.5% | Reduced |
| Act Wealth Management, LLC | 4,300 | $641.4K | 0.35% | +70+1.7% | Added |
| JT Stratford LLC | 4,302 | $641.6K | 0.15% | −801−15.7% | Reduced |
| KLR Investment Advisors, LLC | 4,302 | $641.7K | 0.46% | +119+2.8% | Added |
| Opinicus Capital, Inc. | 4,311 | $643.0K | 0.66% | +4,311 | New |
| Howard Capital Management Group, LLC | 4,314 | $643.5K | 0.06% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 4,314 | $643.5K | 0.02% | +205+5.0% | Added |
| WNY Asset Management, LLC | 4,314 | $643.5K | 0.11% | +177+4.3% | Added |
| Aaron Wealth Advisors | 4,321 | $644.5K | 0.11% | −415−8.8% | Reduced |
| Waterway Wealth Management, LLC | 4,326 | $645.2K | 0.27% | +4,326 | New |
| Crestmont Private Wealth LLC | 4,334 | $646.5K | 0.33% | 00.0% | Unchanged |
| Quent Capital, LLC | 4,342 | $647.7K | 0.09% | −456−9.5% | Reduced |
| Evermay Wealth Management LLC | 4,343 | $647.8K | 0.12% | +321+8.0% | Added |
| McRae Capital Management Inc | 4,343 | $647.9K | 0.16% | −80−1.8% | Reduced |
| Glass Jacobson Investment Advisors llc | 4,348 | $648.5K | 0.26% | −315−6.8% | Reduced |
| Bridgeworth, LLC | 4,350 | $648.9K | 0.06% | −16−0.4% | Reduced |
| First Heartland Consultants, Inc. | 4,354 | $649.0K | 0.08% | +494+12.8% | Added |
| Amplius Wealth Advisors, LLC | 4,352 | $649.1K | 0.08% | −361−7.7% | Reduced |
| Nova R Wealth, Inc. | 4,356 | $649.7K | 0.41% | +33+0.8% | Added |
| Orrstown Financial Services Inc | 4,359 | $650.2K | 0.52% | +4,359 | New |
| Stiles Financial Services Inc | 4,358 | $650.3K | 0.30% | +7+0.2% | Added |
| JNBA Financial Advisors | 4,363 | $650.8K | 0.07% | +327+8.1% | Added |
| Carmichael Hill & Associates, Inc. | 4,368 | $651.5K | 0.29% | −100−2.2% | Reduced |
| Sterling Financial Group, Inc. | 4,369 | $651.7K | 0.39% | −30−0.7% | Reduced |
| AF Advisors, Inc. | 4,370 | $651.8K | 0.15% | 00.0% | Unchanged |
| Harbor Advisors LLC | 4,372 | $652.1K | 0.12% | 00.0% | Unchanged |
| Hutner Capital Management Inc | 4,375 | $652.6K | 0.38% | +7+0.2% | Added |
| ML & R Wealth Management LLC | 4,381 | $653.4K | 0.15% | +1,284+41.5% | Added |
| W.H. Cornerstone Investments Inc. | 4,383 | $654.0K | 0.52% | +2,155+96.7% | Added |
| Biechele Royce Advisors | 4,390 | $655.0K | 0.21% | −89−2.0% | Reduced |
| Monterey Private Wealth, Inc. | 4,396 | $655.7K | 0.30% | −42−0.9% | Reduced |
| Rakuten Investment Management, Inc. | 4,383 | $656.4K | 0.01% | +4,383 | New |
| Cercano Management LLC | 4,407 | $657.3K | 0.02% | 00.0% | Unchanged |
| Barry Investment Advisors, LLC | 4,414 | $658.5K | 0.22% | −90−2.0% | Reduced |
| Diamant Asset Management, Inc. | 4,420 | $659.3K | 0.49% | +174+4.1% | Added |
| Atlas Private Wealth Management | 4,430 | $660.7K | 0.31% | 00.0% | Unchanged |
| Winthrop Advisory Group LLC | 4,431 | $660.9K | 0.10% | +804+22.2% | Added |
| Hummer Financial Advisory Services Inc | 4,433 | $661.2K | 0.60% | 00.0% | Unchanged |
| R.m.sincerbeaux Capital Management LLC | 4,450 | $663.8K | 0.47% | 00.0% | Unchanged |
| FCG Investment Co | 4,450 | $663.8K | 0.65% | +4,450 | New |
| Trillium Asset Management, LLC | 4,452 | $664.0K | 0.02% | +758+20.5% | Added |
| McElhenny Sheffield Capital Management, LLC | 4,456 | $664.7K | 0.27% | +35+0.8% | Added |
| Ballew Advisors, Inc | 4,637 | $666.4K | 0.50% | +24+0.5% | Added |
| Motiv8 Investments LLC | 4,469 | $666.6K | 0.60% | +4,469 | New |
| J. L. Bainbridge & Co., Inc. | 4,474 | $667.4K | 0.08% | +11+0.2% | Added |
| Evernest Financial Advisors, LLC | 4,476 | $667.6K | 0.34% | +4,476 | New |
| Smart Money Group LLC | 4,477 | $667.8K | 0.29% | −15−0.3% | Reduced |
| Zullo Investment Group, Inc. | 4,478 | $668.0K | 0.34% | +473+11.8% | Added |
| Northwest Bank & Trust Co | 4,495 | $670.4K | 0.60% | +4,495 | New |
| Vista Wealth Management Group, LLC | 4,516 | $673.6K | 0.06% | +33+0.7% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,530 | $675.8K | 0.07% | +1,111+32.5% | Added |
| Accredited Investors Inc. | 4,538 | $677.0K | 0.05% | +191+4.4% | Added |
| Aletheian Wealth Advisors LLC | 4,542 | $677.5K | 0.45% | −162−3.4% | Reduced |
| Wrapmanager Inc | 4,547 | $678.2K | 0.20% | −128−2.7% | Reduced |
| Tanglewood Legacy Advisors, LLC | 4,554 | $679.3K | 0.37% | +17+0.4% | Added |
| Ameliora Wealth Management Ltd. | 4,556 | $679.6K | 0.34% | +761+20.1% | Added |
| Opal Wealth Advisors, LLC | 4,565 | $680.9K | 0.27% | −253−5.3% | Reduced |
| Beacon Capital Management, LLC | 4,040 | $681.2K | 0.19% | −17−0.4% | Reduced |
| Peak Planning Group, LLC | 4,569 | $681.5K | 0.49% | −88−1.9% | Reduced |
| Manchester Capital Management LLC | 4,571 | $681.8K | 0.09% | −1,863−29.0% | Reduced |
| Strategic Financial Concepts, LLC | 4,571 | $681.9K | 0.40% | −1,204−20.8% | Reduced |
| Institute for Wealth Management, LLC. | 4,574 | $682.2K | 0.11% | −61−1.3% | Reduced |
| Latitude Advisors, LLC | 4,576 | $682.5K | 0.48% | +17+0.4% | Added |
| SPC Financial, Inc. | 4,577 | $682.7K | 0.07% | +776+20.4% | Added |
| Verity Asset Management, Inc. | 4,585 | $683.9K | 0.44% | +423+10.2% | Added |
| Regatta Capital Group, LLC | 4,606 | $687.1K | 0.18% | +381+9.0% | Added |
| LJI Wealth Management, LLC | 4,610 | $687.6K | 0.18% | +70+1.5% | Added |
| Fox Hill Wealth Management | 4,611 | $687.8K | 0.53% | +4,611 | New |
| Eubel Brady & Suttman Asset Management Inc | 4,611 | $688.0K | 0.09% | −157−3.3% | Reduced |
| Mirabella Financial Services LLP | 4,630 | $690.6K | 0.10% | +2,130+85.2% | Added |
| NWF Advisory Services Inc. | 4,634 | $691.2K | 0.14% | +2,020+77.3% | Added |
| Credential Qtrade Securities Inc. | 4,641 | $692.3K | 0.04% | −110−2.3% | Reduced |
| Onefund, LLC | 4,642 | $692.4K | 0.90% | +4,642 | New |
| FMB Wealth Management | 4,644 | $692.7K | 0.63% | +2,004+75.9% | Added |