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 |
|---|---|---|---|---|---|
| Penney Financial, LLC | 5,998 | $894.6K | 0.74% | +5,998 | New |
| Alera Investment Advisors, LLC | 6,013 | $896.9K | 0.12% | −473−7.3% | Reduced |
| SOA Wealth Advisors, LLC. | 6,022 | $898.3K | 0.20% | +155+2.6% | Added |
| Requisite Capital Management, LLC | 6,025 | $898.7K | 0.23% | +3,250+117.1% | Added |
| RW Investment Management LLC | 6,034 | $900.0K | 0.14% | 00.0% | Unchanged |
| Private Management Group Inc | 6,035 | $900.2K | 0.03% | −230−3.7% | Reduced |
| City State Bank | 6,046 | $902.0K | 0.45% | −109−1.8% | Reduced |
| Gsa Capital Partners LLP | 6,047 | $902.0K | 0.08% | +6,047 | New |
| L2 Asset Management, LLC | 6,076 | $906.3K | 0.37% | +5,826+2,330.4% | Added |
| Truepoint, Inc. | 6,079 | $906.7K | 0.03% | +1,998+49.0% | Added |
| Elgethun Capital Management | 6,080 | $906.9K | 0.26% | +579+10.5% | Added |
| DRW Securities, LLC | 6,086 | $907.8K | 0.03% | −1,723−22.1% | Reduced |
| Channel Wealth LLC | 6,088 | $908.1K | 0.43% | −1,289−17.5% | Reduced |
| Salvus Wealth Management, LLC | 6,090 | $908.4K | 0.65% | +45+0.7% | Added |
| GPS Wealth Strategies Group, LLC | 6,101 | $910.1K | 0.17% | −299−4.7% | Reduced |
| Westover Capital Advisors, LLC | 6,120 | $912.9K | 0.30% | +193+3.3% | Added |
| Lantern Wealth Advisors, LLC | 6,125 | $913.6K | 0.72% | +6,125 | New |
| MSH Capital Advisors LLC | 6,138 | $915.5K | 0.34% | −615−9.1% | Reduced |
| Jaffetilchin Investment Partners, LLC | 6,177 | $921.4K | 0.09% | +471+8.3% | Added |
| Forte Capital LLC | 6,181 | $922.0K | 0.13% | +87+1.4% | Added |
| Renaissance Investment Group LLC | 6,187 | $922.9K | 0.23% | +697+12.7% | Added |
| Donald L. Hagan, LLC | 6,193 | $923.7K | 0.51% | +40+0.7% | Added |
| Encompass Wealth Advisors, LLC | 6,198 | $924.5K | 0.28% | +112+1.8% | Added |
| Seelaus Asset Management LLC | 6,205 | $925.5K | 0.90% | +800+14.8% | Added |
| Wayfinding Financial, LLC | 6,221 | $927.0K | 0.63% | −132−2.1% | Reduced |
| Capital Markets Trading UK LLP | 6,224 | $928.0K | 0.68% | +3,144+102.1% | Added |
| Aspen Wealth Strategies, LLC | 6,244 | $931.4K | 0.68% | −14−0.2% | Reduced |
| BluePath Capital Management, LLC | 6,448 | $931.8K | 0.82% | +1,081+20.1% | Added |
| Sendero Wealth Management, LLC | 6,256 | $933.1K | 0.18% | +8+0.1% | Added |
| ERn Financial, LLC | 6,584 | $933.7K | 0.18% | +299+4.8% | Added |
| Barlow Wealth Partners, Inc. | 6,262 | $934.0K | 0.13% | +6,262 | New |
| Tectonic Advisors LLC | 6,262 | $934.1K | 0.08% | +469+8.1% | Added |
| Forbes J M & Co LLP | 6,265 | $934.5K | 0.11% | −30.0% | Reduced |
| Legacy Wealth Asset Management, LLC | 6,271 | $935.4K | 0.31% | −23−0.4% | Reduced |
| STAR Financial Bank | 6,275 | $936.0K | 0.85% | −89−1.4% | Reduced |
| Waterloo Capital, L.P. | 6,278 | $936.4K | 0.15% | +2,982+90.5% | Added |
| Accel Wealth Management | 6,288 | $937.9K | 0.47% | +349+5.9% | Added |
| Parkside Investments, LLC | 6,296 | $939.1K | 0.16% | +296+4.9% | Added |
| Cooper/Haims Advisors, LLC | 6,306 | $940.6K | 0.53% | −63−1.0% | Reduced |
| Samalin Investment Counsel, LLC | 6,324 | $943.3K | 0.48% | +479+8.2% | Added |
| L.M. Kohn & Company | 6,328 | $943.9K | 0.30% | −124−1.9% | Reduced |
| Barrett & Company, Inc. | 6,338 | $945.4K | 0.51% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 6,348 | $946.8K | 0.56% | −8−0.1% | Reduced |
| Addison Capital Co | 6,353 | $947.6K | 0.59% | +2,859+81.8% | Added |
| Royal Fund Management, LLC | 6,373 | $950.5K | 0.12% | +562+9.7% | Added |
| Ballast Advisors LLC | 6,381 | $951.8K | 0.36% | −632−9.0% | Reduced |
| BIP Wealth, LLC | 6,397 | $954.3K | 0.08% | +3,748+141.5% | Added |
| Avestar Capital, LLC | 6,402 | $955.0K | 0.12% | +277+4.5% | Added |
| A. D. Beadell Investment Counsel, Inc. | 6,413 | $956.0K | 0.91% | +2,630+69.5% | Added |
| Canopy Partners, LLC | 6,422 | $957.9K | 0.58% | +6,422 | New |
| NFP Retirement, Inc. | 6,441 | $960.7K | 0.16% | +131+2.1% | Added |
| Am Investment Strategies LLC | 6,441 | $961.0K | 0.27% | +399+6.6% | Added |
| Mountain Capital Investment Advisors, Inc | 6,436 | $962.2K | 0.33% | −160−2.4% | Reduced |
| Fermata Advisors, LLC | 6,457 | $963.1K | 0.23% | +187+3.0% | Added |
| Viawealth, LLC | 6,457 | $963.2K | 0.66% | +20.0% | Added |
| MBA Advisors LLC | 6,459 | $963.4K | 0.54% | −189−2.8% | Reduced |
| Cambridge Advisors Inc. | 6,478 | $966.3K | 0.24% | −130−2.0% | Reduced |
| Millennium Capital Advisors, LLC | 6,501 | $969.7K | 0.74% | +19+0.3% | Added |
| American Institute for Advanced Investment Management, LLP | 6,506 | $970.4K | 0.86% | −302−4.4% | Reduced |
| Childress Capital Advisors, LLC | 6,529 | $973.9K | 0.29% | −126−1.9% | Reduced |
| Jackson Square Capital, LLC | 6,535 | $974.8K | 0.31% | +922+16.4% | Added |
| Chickasaw Capital Management LLC | 6,537 | $975.0K | 0.05% | +700+12.0% | Added |
| Strategic Advocates LLC | 6,540 | $975.6K | 0.41% | +332+5.3% | Added |
| Hoey Investments, Inc | 6,553 | $977.5K | 0.28% | −204−3.0% | Reduced |
| Impact Partnership Wealth, LLC | 6,557 | $978.0K | 0.36% | −440−6.3% | Reduced |
| Curran Financial Partners, LLC | 6,755 | $978.9K | 0.38% | +43+0.6% | Added |
| Oarsman Capital, Inc. | 6,587 | $982.5K | 0.26% | −42−0.6% | Reduced |
| John G Ullman & Associates Inc | 6,601 | $984.6K | 0.16% | +63+1.0% | Added |
| Guardian Wealth Advisors, LLC | 6,606 | $985.4K | 0.15% | −364−5.2% | Reduced |
| Westhampton Capital, LLC | 6,643 | $990.9K | 0.59% | 00.0% | Unchanged |
| Angeles Investment Advisors, LLC | 6,648 | $991.6K | 0.06% | +169+2.6% | Added |
| Central Bank & Trust Co | 6,654 | $992.5K | 0.15% | +240+3.7% | Added |
| Ami Asset Management Corp | 6,656 | $992.8K | 0.05% | +1,163+21.2% | Added |
| Mork Capital Management, LLC | 6,670 | $994.9K | 0.61% | +6,670 | New |
| First Interstate Bank | 6,712 | $1.00M | 0.07% | −402−5.7% | Reduced |
| Sandbox Financial Partners, LLC | 6,718 | $1.00M | 0.47% | −69−1.0% | Reduced |
| Vicus Capital | 6,723 | $1.00M | 0.10% | −1,311−16.3% | Reduced |
| Cascade Investment Advisors, Inc. | 6,742 | $1.01M | 0.72% | +130+2.0% | Added |
| DMG Group, LLC | 6,759 | $1.01M | 0.95% | −20−0.3% | Reduced |
| OneAscent Wealth Management LLC | 6,764 | $1.01M | 0.40% | +336+5.2% | Added |
| Merrion Investment Management Co, LLC | 6,771 | $1.01M | 0.79% | +200+3.0% | Added |
| Phillips Wealth Planners LLC | 7,129 | $1.01M | 1.22% | +310+4.5% | Added |
| Cim Investment Mangement Inc | 6,795 | $1.01M | 0.33% | 00.0% | Unchanged |
| Northwest Quadrant Wealth Management, LLC | 6,803 | $1.01M | 0.26% | −131−1.9% | Reduced |
| Core Wealth Partners LLC | 6,806 | $1.02M | 0.83% | +221+3.4% | Added |
| Barr E S & Co | 6,854 | $1.02M | 0.07% | 00.0% | Unchanged |
| XTX Topco Ltd | 6,854 | $1.02M | 0.22% | +6,854 | New |
| Campion Asset Management LLC | 6,862 | $1.02M | 0.87% | 00.0% | Unchanged |
| Portman Square Capital LLP | 6,873 | $1.03M | 0.18% | +6,873 | New |
| Money Concepts Capital Corp | 6,891 | $1.03M | 0.10% | −228−3.2% | Reduced |
| Transamerica Financial Advisors, Inc. | 6,897 | $1.03M | 0.14% | −1,713−19.9% | Reduced |
| Voya Financial Advisors, Inc. | 6,872 | $1.03M | 0.12% | +137+2.0% | Added |
| Donoghue Forlines LLC | 6,907 | $1.03M | 0.32% | +476+7.4% | Added |
| Balboa Wealth Partners | 6,910 | $1.03M | 0.34% | +30.0% | Added |
| Walter & Keenan Financial Consulting Co | 6,914 | $1.03M | 0.37% | +456+7.1% | Added |
| Provenance Wealth Advisors, LLC | 6,920 | $1.03M | 0.14% | +418+6.4% | Added |
| Abbot Financial Management, Inc. | 6,941 | $1.04M | 0.62% | +270+4.0% | Added |
| Conservest Capital Advisors, Inc. | 6,943 | $1.04M | 0.11% | −445−6.0% | Reduced |
| Summit Financial, LLC | 6,951 | $1.04M | 0.07% | +139+2.0% | Added |
| Wealth Quarterback LLC | 6,956 | $1.04M | 0.63% | +335+5.1% | Added |