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 |
|---|---|---|---|---|---|
| WMS Partners, LLC | 6,966 | $1.04M | 0.08% | −2,872−29.2% | Reduced |
| RFP Financial Group LLC | 6,968 | $1.04M | 0.43% | +87+1.3% | Added |
| Austin Private Wealth, LLC | 6,971 | $1.04M | 0.13% | −519−6.9% | Reduced |
| Sentry LLC | 6,972 | $1.04M | 0.22% | −50−0.7% | Reduced |
| Valley Brook Capital Group | 7,000 | $1.04M | 0.91% | +150+2.2% | Added |
| Eley Financial Management, Inc | 7,003 | $1.04M | 0.49% | +34+0.5% | Added |
| Integral Investment Advisors, Inc. | 7,012 | $1.05M | 0.67% | +1,782+34.1% | Added |
| FSM Wealth Advisors, LLC | 7,017 | $1.05M | 0.45% | +1,594+29.4% | Added |
| Fortis Group Advisors, LLC | 6,626 | $1.05M | 0.26% | +1,205+22.2% | Added |
| Central Valley Advisors, LLC | 7,033 | $1.05M | 0.62% | +7,033 | New |
| Washington Trust Advisors, Inc. | 7,042 | $1.05M | 0.10% | −359−4.9% | Reduced |
| Invesco, LLC | 7,047 | $1.05M | 0.49% | +300+4.4% | Added |
| Coastal Bridge Advisors, LLC | 7,047 | $1.05M | 0.27% | −20−0.3% | Reduced |
| Holistic Planning, LLC | 7,060 | $1.05M | 0.89% | +7,060 | New |
| Carson Advisory Inc. | 7,064 | $1.05M | 0.82% | −102−1.4% | Reduced |
| Arcadia Investment Management Corp | 7,067 | $1.05M | 0.20% | +528+8.1% | Added |
| J. W. Coons Advisors, LLC | 7,097 | $1.06M | 0.29% | +100+1.4% | Added |
| Correct Capital Wealth Management | 7,101 | $1.06M | 0.27% | +7,101 | New |
| Day & Ennis, LLC | 7,111 | $1.06M | 0.37% | +79+1.1% | Added |
| Caitlin John, LLC | 7,124 | $1.06M | 0.87% | +7,124 | New |
| Dixon Fnancial Services, Inc. | 7,125 | $1.06M | 0.65% | −95−1.3% | Reduced |
| First PREMIER Bank | 7,138 | $1.06M | 0.30% | −81−1.1% | Reduced |
| Aureus Asset Management, LLC | 7,165 | $1.07M | 0.08% | +171+2.4% | Added |
| Windsor Capital Management, LLC | 7,179 | $1.07M | 0.35% | +6+0.1% | Added |
| Covenant Partners, LLC | 7,184 | $1.07M | 0.34% | −60−0.8% | Reduced |
| Family Legacy, Inc. | 7,186 | $1.07M | 0.41% | +7,186 | New |
| Cedar Brook Financial Partners, LLC | 7,382 | $1.07M | 0.24% | +811+12.3% | Added |
| IMS Capital Management | 7,194 | $1.07M | 0.53% | +2,703+60.2% | Added |
| SkyOak Wealth, LLC | 7,195 | $1.07M | 0.28% | 00.0% | Unchanged |
| First Western Trust Bank | 7,197 | $1.07M | 0.05% | +1,157+19.2% | Added |
| Alta Capital Management LLC | 7,208 | $1.08M | 0.07% | +1,882+35.3% | Added |
| Morningstar Investment Management LLC | 7,220 | $1.08M | 0.12% | +621+9.4% | Added |
| Pflug Koory, LLC | 7,229 | $1.08M | 0.57% | +62+0.9% | Added |
| Baron Wealth Management LLC | 7,237 | $1.08M | 0.59% | +230+3.3% | Added |
| Townsend Asset Management Corp | 7,250 | $1.08M | 0.49% | +1,109+18.1% | Added |
| Strategic Planning Group, LLC | 7,253 | $1.08M | 0.36% | +7,253 | New |
| United Bank | 7,258 | $1.08M | 0.60% | +523+7.8% | Added |
| Geneva Partners, LLC | 7,258 | $1.08M | 0.60% | −7,782−51.7% | Reduced |
| Leo Wealth, LLC | 7,150 | $1.08M | 0.11% | +7,150 | New |
| PFC Capital Group, Inc. | 7,295 | $1.09M | 0.65% | +7,295 | New |
| Proficio Capital Partners LLC | 7,302 | $1.09M | 0.13% | −30−0.4% | Reduced |
| Colonial River Wealth Management, LLC | 7,330 | $1.09M | 0.65% | −3,342−31.3% | Reduced |
| Fox Run Management, L.L.C. | 7,343 | $1.10M | 0.28% | +7,343 | New |
| Sound Income Strategies, LLC | 7,349 | $1.10M | 0.09% | +2,533+52.6% | Added |
| Gallagher Fiduciary Advisors, LLC | 7,363 | $1.10M | 0.04% | +491+7.1% | Added |
| Cetera Trust Company, N.A | 7,369 | $1.10M | 0.68% | +7,369 | New |
| Element Wealth, LLC | 7,371 | $1.10M | 0.69% | −228−3.0% | Reduced |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 7,381 | $1.10M | 0.51% | −3,703−33.4% | Reduced |
| American State Bank (Iowa) | 7,384 | $1.10M | 0.70% | +104+1.4% | Added |
| Whalen Wealth Management Inc. | 7,393 | $1.10M | 0.99% | +7,393 | New |
| First Community Trust NA | 7,402 | $1.10M | 1.20% | 00.0% | Unchanged |
| Beirne Wealth Consulting Services, LLC | 7,404 | $1.10M | 0.55% | +1,599+27.5% | Added |
| Ethos Financial Group, LLC | 7,421 | $1.11M | 0.24% | +2,225+42.8% | Added |
| Catalyst Financial Partners LLC | 7,425 | $1.11M | 0.31% | −1,438−16.2% | Reduced |
| David Loasby | 7,369 | $1.11M | 0.12% | −370−4.8% | Reduced |
| Westmount Partners, LLC | 7,455 | $1.11M | 0.45% | −193−2.5% | Reduced |
| Ossiam | 7,483 | $1.12M | 0.02% | −1,462−16.3% | Reduced |
| Apella Capital, LLC | 7,410 | $1.12M | 0.06% | −48−0.6% | Reduced |
| Curi Capital | 7,485 | $1.12M | 0.15% | −748−9.1% | Reduced |
| Tevis Investment Management | 7,486 | $1.12M | 1.03% | +2,967+65.7% | Added |
| St. Johns Investment Management Company, LLC | 7,494 | $1.12M | 0.57% | −346−4.4% | Reduced |
| Ogorek Anthony Joseph | 7,512 | $1.12M | 0.41% | −3,619−32.5% | Reduced |
| Wulff, Hansen & Co. | 7,516 | $1.12M | 1.24% | 00.0% | Unchanged |
| Ables, Iannone, Moore & Associates, Inc. | 7,516 | $1.12M | 0.86% | +7,516 | New |
| Argus Investors' Counsel, Inc. | 7,519 | $1.12M | 0.72% | +5+0.1% | Added |
| Kowal Investment Group, LLC | 7,528 | $1.12M | 0.26% | −1,038−12.1% | Reduced |
| E&G Advisors, LP | 7,531 | $1.12M | 0.40% | +737+10.8% | Added |
| Abacus Planning Group, Inc. | 7,540 | $1.12M | 0.24% | −1,171−13.4% | Reduced |
| Global Trust Asset Management, LLC | 7,560 | $1.13M | 0.49% | +708+10.3% | Added |
| 1620 Investment Advisors, Inc. | 7,573 | $1.13M | 1.24% | −241−3.1% | Reduced |
| Thomas Story & Son LLC | 7,580 | $1.13M | 0.53% | −26,215−77.6% | Reduced |
| ABLE Financial Group, LLC | 7,594 | $1.13M | 0.49% | −62−0.8% | Reduced |
| Meridian Wealth Advisors, LLC | 7,626 | $1.14M | 0.25% | +967+14.5% | Added |
| Deltec Asset Management LLC | 7,637 | $1.14M | 0.26% | +7,637 | New |
| Indiana Trust & Investment Management CO | 7,642 | $1.14M | 0.51% | −273−3.4% | Reduced |
| Drive Wealth Management, LLC | 7,654 | $1.14M | 0.37% | −672−8.1% | Reduced |
| Virtue Capital Management, LLC | 7,604 | $1.14M | 0.23% | −2,121−21.8% | Reduced |
| Capital Investment Counsel, Inc | 7,664 | $1.14M | 0.20% | +1,837+31.5% | Added |
| Strong Tower Advisory Services | 7,678 | $1.15M | 0.51% | +10.0% | Added |
| My Legacy Advisors, LLC | 7,909 | $1.15M | 0.41% | +255+3.3% | Added |
| Reaves W H & Co Inc | 7,700 | $1.15M | 0.04% | +1,700+28.3% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 7,706 | $1.15M | 0.21% | 00.0% | Unchanged |
| Ackerman Capital Advisors, LLC | 7,707 | $1.15M | 0.32% | 00.0% | Unchanged |
| S. R. Schill & Associates | 7,712 | $1.15M | 0.51% | +258+3.5% | Added |
| Rainsberger Wealth Advisors, Inc. | 7,716 | $1.15M | 0.63% | +3,185+70.3% | Added |
| Invera Wealth Advisors, LLC | 7,717 | $1.15M | 0.72% | +7,717 | New |
| Steward Partners Investment Solutions, LLC | 7,724 | $1.15M | 0.48% | +7,724 | New |
| Vista Investment Management | 7,733 | $1.15M | 0.54% | +993+14.7% | Added |
| XR Securities LLC | 7,739 | $1.15M | 0.36% | +7,739 | New |
| Citizens & Northern Corp | 7,776 | $1.16M | 0.41% | −198−2.5% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 7,792 | $1.16M | 1.11% | +475+6.5% | Added |
| Mogy Joel R Investment Counsel Inc | 7,793 | $1.16M | 0.09% | 00.0% | Unchanged |
| Key Financial Inc | 7,800 | $1.16M | 0.32% | 00.0% | Unchanged |
| Wendell David Associates Inc | 7,801 | $1.16M | 0.13% | −360−4.4% | Reduced |
| Brandywine Oak Private Wealth LLC | 7,804 | $1.16M | 0.13% | +297+4.0% | Added |
| Symmetry Investments LP | 7,844 | $1.17M | 0.21% | −1,380−15.0% | Reduced |
| Union Savings Bank | 7,846 | $1.17M | 0.66% | −156−1.9% | Reduced |
| M&R Capital Management Inc | 7,861 | $1.17M | 0.29% | +568+7.8% | Added |
| Sawgrass Asset Management LLC | 7,873 | $1.17M | 0.13% | −272−3.3% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 7,889 | $1.18M | 0.44% | +32+0.4% | Added |