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 |
|---|---|---|---|---|---|
| Cottonwood Capital Advisors, LLC | 5,264 | $785.2K | 0.65% | +453+9.4% | Added |
| Tanager Wealth Management LLP | 5,295 | $789.8K | 0.14% | +86+1.7% | Added |
| Kingfisher Capital LLC | 5,298 | $790.0K | 0.21% | −48−0.9% | Reduced |
| Prosperity Consulting Group, LLC | 5,300 | $790.5K | 0.26% | +1,063+25.1% | Added |
| Fortress Wealth Group, LLC | 5,288 | $790.5K | 0.47% | +316+6.4% | Added |
| Fusion Capital, LLC | 5,306 | $791.5K | 0.41% | +2,518+90.3% | Added |
| Galvin, Gaustad & Stein, LLC | 5,322 | $793.8K | 0.07% | −5−0.1% | Reduced |
| Sterneck Capital Management, LLC | 5,325 | $794.3K | 0.51% | +698+15.1% | Added |
| LifeSteps Financial, Inc. | 5,327 | $794.5K | 0.70% | +2,372+80.3% | Added |
| KC Investment Advisors, LLC | 5,335 | $795.7K | 0.48% | +1,740+48.4% | Added |
| Moss Adams Wealth Advisors LLC | 5,337 | $796.0K | 0.17% | +1,312+32.6% | Added |
| CPA Asset Management LLC | 5,345 | $797.2K | 0.48% | 00.0% | Unchanged |
| Stonebrook Private Inc. | 5,351 | $798.1K | 0.27% | +5,351 | New |
| Kraft, Davis & Associates, LLC | 5,393 | $799.0K | 0.24% | +4,149+333.5% | Added |
| Angeles Wealth Management, LLC | 5,361 | $799.6K | 0.10% | +72+1.4% | Added |
| Coco Enterprises, LLC | 5,365 | $800.3K | 0.58% | +78+1.5% | Added |
| Chapman Investment Management, LLC | 5,397 | $805.0K | 0.61% | −5,266−49.4% | Reduced |
| Hardman Johnston Global Advisors LLC | 5,400 | $805.5K | 0.03% | −100−1.8% | Reduced |
| Cozad Asset Management Inc | 5,409 | $806.8K | 0.09% | −154−2.8% | Reduced |
| Edgemoor Investment Advisors, Inc. | 5,413 | $807.4K | 0.08% | 00.0% | Unchanged |
| Everhart Financial Group, Inc. | 5,422 | $808.8K | 0.29% | −1,134−17.3% | Reduced |
| Bray Capital Advisors | 5,449 | $812.8K | 0.23% | +5+0.1% | Added |
| Wealthquest Corp | 5,464 | $815.0K | 0.09% | 00.0% | Unchanged |
| Integris Wealth Management, LLC | 5,465 | $815.2K | 0.24% | +148+2.8% | Added |
| Mountain Pacific Investment Advisers Inc | 5,473 | $816.4K | 0.05% | −387−6.6% | Reduced |
| Castle Wealth Management LLC | 5,474 | $816.5K | 0.49% | +1,467+36.6% | Added |
| Financial Partners Group, Inc | 5,489 | $818.7K | 0.15% | +147+2.8% | Added |
| Gray Wealth Management Inc. | 5,499 | $820.2K | 0.40% | −631−10.3% | Reduced |
| Crescent Grove Advisors, LLC | 5,521 | $823.5K | 0.09% | +853+18.3% | Added |
| NCM Capital Management, LLC | 5,523 | $823.8K | 0.50% | −49−0.9% | Reduced |
| Merriman Wealth Management, LLC | 5,528 | $824.6K | 0.04% | +20+0.4% | Added |
| Wealth Dimensions Group, Ltd. | 5,532 | $825.1K | 0.26% | +82+1.5% | Added |
| One River Asset Management, LLC | 5,537 | $825.9K | 0.25% | +2,985+117.0% | Added |
| Monument Capital Management | 5,542 | $826.6K | 0.27% | −3,610−39.4% | Reduced |
| PBMares Wealth Management LLC | 5,543 | $826.8K | 0.25% | +448+8.8% | Added |
| W Advisors, LLC | 5,558 | $829.1K | 0.61% | +8+0.1% | Added |
| First Financial Corp | 5,566 | $830.2K | 0.42% | +18+0.3% | Added |
| Blume Capital Management, Inc. | 5,570 | $830.8K | 0.22% | 00.0% | Unchanged |
| Provident Investment Management, Inc. | 5,570 | $830.8K | 0.08% | +3,284+143.7% | Added |
| Hazlett, Burt & Watson, Inc. | 5,576 | $831.0K | 0.56% | +326+6.2% | Added |
| Darden Wealth Group Inc | 5,582 | $832.6K | 0.80% | +5,582 | New |
| Collective Family Office LLC | 5,594 | $834.4K | 0.29% | −529−8.6% | Reduced |
| First Business Financial Services, Inc. | 5,600 | $835.3K | 0.10% | −177−3.1% | Reduced |
| Glen Eagle Advisors, LLC | 5,604 | $835.9K | 0.17% | −3,670−39.6% | Reduced |
| AlphaQ Advisors LLC | 5,608 | $836.5K | 0.58% | −870−13.4% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 5,616 | $837.7K | 0.00% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 5,618 | $838.0K | 0.34% | +65+1.2% | Added |
| WFA Asset Management Corp | 5,619 | $838.2K | 0.46% | +58+1.0% | Added |
| Paragon Private Wealth Management, LLC | 5,626 | $839.2K | 0.58% | +615+12.3% | Added |
| LBMC Investment Advisors, LLC | 5,627 | $839.3K | 0.08% | −84−1.5% | Reduced |
| Centric Wealth Management | 5,514 | $839.9K | 0.28% | −8,293−60.1% | Reduced |
| Centennial Wealth Advisory LLC | 5,633 | $840.2K | 0.43% | −66−1.2% | Reduced |
| Mosaic Family Wealth Partners, LLC | 5,635 | $840.5K | 0.14% | +243+4.5% | Added |
| Inspire Advisors, LLC | 5,638 | $841.0K | 0.13% | +28+0.5% | Added |
| Vishria Bird Financial Group, LLC | 5,641 | $841.0K | 0.40% | −602−9.6% | Reduced |
| Southland Equity Partners LLC | 5,639 | $841.1K | 0.26% | +295+5.5% | Added |
| Integrated Investment Consultants, LLC | 5,662 | $844.5K | 0.27% | +55+1.0% | Added |
| Winthrop Capital Management, LLC | 5,668 | $845.4K | 0.28% | +5,668 | New |
| Northern Financial Advisors Inc | 5,696 | $849.6K | 0.72% | −100−1.7% | Reduced |
| Kingdom Financial Group LLC. | 5,701 | $850.3K | 0.74% | −664−10.4% | Reduced |
| Auxano Advisors, LLC | 5,702 | $850.5K | 0.29% | −276−4.6% | Reduced |
| Keel Point, LLC | 5,704 | $850.9K | 0.10% | −7−0.1% | Reduced |
| Copperwynd Financial, LLC | 5,726 | $854.1K | 0.34% | +232+4.2% | Added |
| Bridgecreek Investment Management, LLC | 5,733 | $855.1K | 0.17% | −125−2.1% | Reduced |
| Aberdeen Wealth Management LLC | 5,742 | $856.5K | 0.62% | −300−5.0% | Reduced |
| Weaver Consulting Group | 5,767 | $860.2K | 0.35% | +118+2.1% | Added |
| Independent Investors Inc | 5,770 | $860.7K | 0.20% | 00.0% | Unchanged |
| Appleton Partners Inc | 5,776 | $862.0K | 0.07% | +18+0.3% | Added |
| Emerald Advisors, LLC | 5,789 | $863.5K | 0.16% | +232+4.2% | Added |
| IAM Advisory, LLC | 5,799 | $864.9K | 0.27% | +49+0.9% | Added |
| Amussen Hunsaker Associates LLC | 5,800 | $865.1K | 0.17% | −20−0.3% | Reduced |
| Lakeridge Wealth Management LLC | 5,802 | $865.4K | 0.63% | +5,802 | New |
| HGK Asset Management Inc | 5,806 | $866.0K | 0.20% | +978+20.3% | Added |
| Signature Wealth Management Partners, LLC | 5,818 | $867.8K | 0.76% | +228+4.1% | Added |
| Shore Point Advisors, LLC | 5,820 | $868.1K | 0.54% | 00.0% | Unchanged |
| Next Level Private LLC | 5,820 | $868.1K | 0.49% | +259+4.7% | Added |
| Partnership Wealth Management, LLC | 5,900 | $869.8K | 0.66% | +5,900 | New |
| Financial Management Professionals, Inc. | 5,839 | $871.0K | 0.14% | +512+9.6% | Added |
| WestHill Financial Advisors, Inc. | 5,860 | $874.1K | 0.23% | −744−11.3% | Reduced |
| D'Orazio & Associates, Inc. | 5,865 | $874.8K | 0.16% | −913−13.5% | Reduced |
| Elk River Wealth Management, LLC | 5,872 | $875.9K | 0.17% | −350−5.6% | Reduced |
| Compass Ion Advisors, LLC | 5,879 | $876.9K | 0.14% | +249+4.4% | Added |
| Strategic Wealth Partners, Ltd. | 5,884 | $877.7K | 0.11% | −1,447−19.7% | Reduced |
| Optimum Investment Advisors | 5,886 | $877.9K | 0.44% | −699−10.6% | Reduced |
| Costello Asset Management, INC | 5,890 | $878.5K | 0.73% | +251+4.5% | Added |
| Seamount Financial Group Inc | 5,913 | $882.0K | 0.84% | +5,913 | New |
| Legacy Wealth Management, LLC | 5,914 | $882.1K | 0.43% | 00.0% | Unchanged |
| Edge Wealth Management LLC | 5,915 | $882.3K | 0.19% | −228−3.7% | Reduced |
| First American Trust, FSB | 5,921 | $883.2K | 0.11% | +1,572+36.1% | Added |
| GoalVest Advisory LLC | 5,929 | $884.4K | 0.39% | +5,248+770.6% | Added |
| Providence First Trust Co | 5,936 | $885.4K | 0.44% | 00.0% | Unchanged |
| Madison Park Capital Advisors, LLC | 5,939 | $885.8K | 0.85% | +5,939 | New |
| Smith Anglin Financial, LLC | 5,941 | $886.1K | 0.10% | +1,488+33.4% | Added |
| Allstate Corp | 5,945 | $886.8K | 0.06% | −322−5.1% | Reduced |
| Waterfront Wealth Inc. | 5,948 | $887.2K | 0.26% | 00.0% | Unchanged |
| Foster Group, Inc. | 5,263 | $887.4K | 0.05% | 00.0% | Unchanged |
| Bridgewealth Advisory Group, LLC | 5,959 | $888.8K | 0.68% | +164+2.8% | Added |
| Schrum Private Wealth Management LLC | 5,976 | $891.5K | 1.26% | −1,584−21.0% | Reduced |
| Derbend Asset Management | 5,978 | $891.7K | 0.52% | +220+3.8% | Added |
| 626 Financial, LLC | 5,995 | $894.2K | 0.59% | +132+2.3% | Added |