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 | 4,311 | $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, 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 |
|---|---|---|---|---|---|
| Cassady Schiller Wealth Management, LLC | 4,659 | $695.0K | 0.35% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 4,661 | $695.2K | 0.12% | −7,686−62.2% | Reduced |
| Chilton Investment Co LLC | 4,662 | $695.4K | 0.02% | −3,967−46.0% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 4,663 | $695.6K | 0.42% | +151+3.3% | Added |
| Winning Points Advisors, LLC | 4,670 | $696.6K | 1.07% | +726+18.4% | Added |
| Talisman Wealth Advisors LLC | 4,673 | $697.0K | 1.03% | −185−3.8% | Reduced |
| Armstrong Advisory Group, Inc | 4,674 | $697.2K | 0.07% | −590−11.2% | Reduced |
| Carderock Capital Management Inc | 4,675 | $697.3K | 0.19% | −17−0.4% | Reduced |
| Eldridge Investment Advisors, Inc. | 4,689 | $699.0K | 0.18% | −61−1.3% | Reduced |
| Hartford Funds Management Co LLC | 4,687 | $699.1K | 0.07% | +1,146+32.4% | Added |
| Blodgett Wealth Advisors, LLC | 4,691 | $699.8K | 0.72% | +125+2.7% | Added |
| Black Swift Group, LLC | 4,695 | $700.3K | 0.21% | −3,500−42.7% | Reduced |
| Alta Advisers Ltd | 4,700 | $701.1K | 0.37% | 00.0% | Unchanged |
| Safeguard Investment Advisory Group, LLC | 4,705 | $701.7K | 0.26% | +50+1.1% | Added |
| Michael B. Yongue | 4,713 | $703.0K | 0.63% | +10.0% | Added |
| Veracity Capital LLC | 4,715 | $703.3K | 0.28% | −144−3.0% | Reduced |
| Heartwood Wealth Advisors LLC | 4,716 | $703.4K | 0.09% | −10.0% | Reduced |
| Greenwood Gearhart Inc | 4,729 | $705.4K | 0.08% | +25+0.5% | Added |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 4,731 | $705.7K | 0.15% | +1,478+45.4% | Added |
| Advisor OS, LLC | 4,731 | $705.7K | 0.09% | +448+10.5% | Added |
| Elite Wealth Management, Inc. | 4,737 | $706.6K | 0.21% | +1,000+26.8% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 4,738 | $706.7K | 0.01% | +4+0.1% | Added |
| Stony Point Wealth Management Inc. | 4,739 | $706.8K | 0.33% | 00.0% | Unchanged |
| Landmark Financial Advisors, LLC | 4,742 | $707.3K | 0.25% | +30+0.6% | Added |
| West Bancorporation Inc | 4,756 | $709.4K | 0.46% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 4,766 | $710.9K | 0.06% | +192+4.2% | Added |
| Moulton Wealth Management, Inc | 4,846 | $710.9K | 0.91% | 00.0% | Unchanged |
| Saranac Partners Ltd | 4,773 | $711.9K | 0.47% | −4,773−50.0% | Reduced |
| HTG Investment Advisors, Inc. | 4,783 | $713.4K | 0.47% | 00.0% | Unchanged |
| Meadow Creek Wealth Advisors LLC | 4,799 | $715.8K | 0.70% | +4,799 | New |
| Monetta Financial Services Inc | 4,800 | $716.0K | 0.68% | +4,800 | New |
| Smallwood Wealth Investment Management, LLC | 4,806 | $716.9K | 0.59% | −375−7.2% | Reduced |
| James Hambro & Partners | 4,817 | $718.4K | 0.04% | −45−0.9% | Reduced |
| Stephenson National Bank & Trust | 4,855 | $724.2K | 0.36% | −357−6.8% | Reduced |
| Vantage Consulting Group Inc | 4,865 | $725.7K | 0.49% | +450+10.2% | Added |
| JB Capital LLC | 4,882 | $728.3K | 0.05% | +85+1.8% | Added |
| Larson Financial Group LLC | 4,891 | $729.6K | 0.06% | +585+13.6% | Added |
| Clear Rock Advisors, LLC | 4,835 | $730.3K | 0.33% | +4,835 | New |
| Successful Portfolios LLC | 4,897 | $730.5K | 0.55% | +671+15.9% | Added |
| Sierra Capital LLC | 4,905 | $732.0K | 0.11% | −121−2.4% | Reduced |
| Mendel Capital Management LLC | 4,910 | $732.4K | 0.53% | +72+1.5% | Added |
| Sprinkle Financial Consultants LLC | 4,911 | $732.5K | 0.75% | +4,911 | New |
| Addison Advisors LLC | 4,931 | $735.5K | 0.29% | +420+9.3% | Added |
| Baystate Wealth Management LLC | 4,946 | $737.8K | 0.05% | +979+24.7% | Added |
| Sterling Wealth Management, Inc. | 4,951 | $738.5K | 0.42% | +4,951 | New |
| Salomon & Ludwin, LLC | 4,387 | $739.7K | 0.08% | 00.0% | Unchanged |
| Johnson & White Wealth Management, LLC | 4,969 | $741.0K | 0.61% | +130+2.7% | Added |
| Houlihan Financial Resource Group, Ltd. | 4,977 | $742.0K | 0.36% | +731+17.2% | Added |
| Gateway Advisory, LLC | 4,984 | $743.4K | 0.14% | −26,074−84.0% | Reduced |
| Thomasville National Bank | 4,991 | $744.5K | 0.07% | −557−10.0% | Reduced |
| American Assets Inc | 5,000 | $745.8K | 0.29% | 00.0% | Unchanged |
| Opus Investment Management Inc | 5,000 | $745.8K | 0.43% | 00.0% | Unchanged |
| Cornerstone Advisory, LLC | 5,003 | $746.2K | 0.12% | +767+18.1% | Added |
| Corundum Group, Inc. | 5,007 | $746.8K | 0.37% | −93−1.8% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 5,008 | $747.1K | 0.04% | +346+7.4% | Added |
| Dempze Nancy E | 5,012 | $747.6K | 0.63% | +395+8.6% | Added |
| Clarity Financial LLC | 5,012 | $747.6K | 0.13% | +283+6.0% | Added |
| Nichols & Pratt Advisers LLP | 5,013 | $747.7K | 0.05% | +700+16.2% | Added |
| Gemmer Asset Management LLC | 5,019 | $748.7K | 0.09% | −146−2.8% | Reduced |
| Overbrook Management Corp | 5,028 | $750.0K | 0.15% | +1,000+24.8% | Added |
| Aspire Capital Advisors LLC | 5,032 | $750.6K | 0.30% | +1,658+49.1% | Added |
| Wedgewood Investors Inc | 5,044 | $752.4K | 0.94% | 00.0% | Unchanged |
| Outfitter Financial LLC | 5,048 | $753.0K | 0.66% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 5,048 | $753.0K | 0.20% | −33−0.6% | Reduced |
| Simon Quick Advisors, LLC | 5,060 | $754.8K | 0.07% | −489−8.8% | Reduced |
| OneAscent Financial Services LLC | 5,072 | $757.0K | 0.09% | +2,964+140.6% | Added |
| Powers Advisory Group, LLC | 5,092 | $759.5K | 0.47% | −60−1.2% | Reduced |
| Eagle Bluffs Wealth Management LLC | 5,097 | $760.3K | 0.52% | +153+3.1% | Added |
| Claar Advisors LLC | 5,100 | $760.7K | 0.27% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 5,108 | $761.9K | 0.15% | −152−2.9% | Reduced |
| WorthPointe, LLC | 5,117 | $763.3K | 0.39% | −340−6.2% | Reduced |
| New Century Financial Group, LLC | 5,118 | $763.4K | 0.66% | +5,118 | New |
| Oxford Financial Group Ltd | 5,119 | $763.6K | 0.06% | +837+19.5% | Added |
| Fifth Lane Capital, LP | 5,120 | $763.7K | 0.90% | +5,120 | New |
| Sollinda Capital Management LLC | 5,124 | $764.3K | 0.22% | +5,124 | New |
| Fidelity D & D Bancorp Inc | 5,126 | $764.6K | 0.59% | −78−1.5% | Reduced |
| Perennial Advisors, LLC | 5,127 | $764.7K | 0.19% | −39−0.8% | Reduced |
| Brandywine Trust Co | 5,129 | $765.0K | 0.15% | 00.0% | Unchanged |
| Paragon Capital Management Ltd | 5,133 | $765.7K | 0.16% | −394−7.1% | Reduced |
| Benchmark Investment Advisors LLC | 5,138 | $766.4K | 0.71% | −383−6.9% | Reduced |
| Cross Staff Investments Inc | 5,139 | $766.6K | 0.68% | −46−0.9% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 5,142 | $767.0K | 0.34% | +30+0.6% | Added |
| BCS Wealth Management | 5,141 | $767.0K | 0.28% | −44−0.8% | Reduced |
| Aviance Capital Partners, LLC | 5,165 | $770.3K | 0.16% | +289+5.9% | Added |
| Atwood & Palmer Inc | 5,165 | $770.4K | 0.06% | +500+10.7% | Added |
| Islay Capital Management, LLC | 5,171 | $771.3K | 0.61% | +5,171 | New |
| KRS Capital Management, LLC | 5,182 | $773.0K | 0.72% | +1,023+24.6% | Added |
| Skopos Labs, Inc. | 5,207 | $776.7K | 0.37% | +5,207 | New |
| Guardian Wealth Advisors, LLC | 5,208 | $776.8K | 0.54% | +195+3.9% | Added |
| HC Advisors, LLC | 5,214 | $777.8K | 0.44% | +118+2.3% | Added |
| Fortune 45 LLC | 5,228 | $779.8K | 0.71% | −76−1.4% | Reduced |
| V-Square Quantitative Management LLC | 5,231 | $780.3K | 0.19% | −113−2.1% | Reduced |
| LGT Fund Management Co Ltd. | 5,215 | $781.1K | 0.34% | 00.0% | Unchanged |
| True Wealth Design, LLC | 5,237 | $781.1K | 0.22% | +78+1.5% | Added |
| Bell Bank | 5,239 | $781.4K | 0.08% | +239+4.8% | Added |
| Total Wealth Planning, LLC | 5,246 | $782.5K | 0.14% | −100−1.9% | Reduced |
| West Branch Capital LLC | 5,246 | $782.6K | 0.37% | +497+10.5% | Added |
| Opus Capital Group, LLC | 5,250 | $783.0K | 0.13% | −30−0.6% | Reduced |
| Octavia Wealth Advisors, LLC | 5,254 | $783.6K | 0.14% | +68+1.3% | Added |
| LongView Wealth Management | 5,389 | $785.1K | 0.35% | +5,389 | New |