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 |
|---|---|---|---|---|---|
| Blue Fin Capital, Inc. | 7,899 | $1.18M | 0.30% | −1,221−13.4% | Reduced |
| Garda Capital Partners LP | 7,912 | $1.18M | 0.60% | +7,912 | New |
| Matrix Trust Co | 7,918 | $1.18M | 0.28% | −147−1.8% | Reduced |
| Doliver Advisors, LP | 7,932 | $1.18M | 0.36% | +436+5.8% | Added |
| Court Place Advisors, LLC | 7,933 | $1.18M | 0.39% | 00.0% | Unchanged |
| Dover Advisors, LLC | 7,943 | $1.18M | 1.56% | −2,297−22.4% | Reduced |
| PDS Planning, Inc | 7,947 | $1.19M | 0.14% | +861+12.2% | Added |
| Advisory Alpha, LLC | 7,957 | $1.19M | 0.05% | +673+9.2% | Added |
| Two Sigma Securities, LLC | 7,972 | $1.19M | 0.05% | −25,532−76.2% | Reduced |
| CFO4Life Group, LLC | 7,981 | $1.19M | 0.23% | −546−6.4% | Reduced |
| Infrastructure Capital Advisors, LLC | 7,982 | $1.19M | 0.19% | +7,982 | New |
| Pure Financial Advisors, Inc. | 8,001 | $1.19M | 0.04% | +828+11.5% | Added |
| Processus Wealth & Capital Management, LLC | 8,004 | $1.19M | 1.19% | +8,004 | New |
| Red Spruce Capital, LLC | 8,031 | $1.20M | 0.61% | −403−4.8% | Reduced |
| Norden Group LLC | 8,044 | $1.20M | 0.21% | +939+13.2% | Added |
| LCM Capital Management Inc | 8,055 | $1.20M | 0.87% | +9+0.1% | Added |
| BEAM Asset Management, LLC | 8,066 | $1.20M | 0.76% | −775−8.8% | Reduced |
| Hexagon Capital Partners LLC | 8,071 | $1.20M | 0.29% | −1,014−11.2% | Reduced |
| Argent Advisors, Inc. | 8,082 | $1.21M | 0.53% | −263−3.2% | Reduced |
| MBL Wealth, LLC | 8,123 | $1.21M | 0.15% | +228+2.9% | Added |
| Investment Partners, Ltd. | 8,124 | $1.21M | 0.60% | +68+0.8% | Added |
| Nemes Rush Group LLC | 8,130 | $1.21M | 0.20% | −1,040−11.3% | Reduced |
| Paragon Capital Management LLC | 8,142 | $1.21M | 0.69% | −160−1.9% | Reduced |
| Kozak & Associates, Inc. | 8,456 | $1.22M | 0.39% | −1,694−16.7% | Reduced |
| S.A. Mason LLC | 8,152 | $1.22M | 0.82% | +89+1.1% | Added |
| Altrafin AG | 8,170 | $1.22M | 0.47% | +8,170 | New |
| Enterprise Financial Services Corp | 8,186 | $1.22M | 0.74% | −11−0.1% | Reduced |
| Sharp Financial Services, LLC | 8,192 | $1.22M | 1.33% | +8,192 | New |
| Apeiron RIA LLC | 8,206 | $1.22M | 0.38% | +220+2.8% | Added |
| Bedel Financial Consulting, Inc. | 8,246 | $1.23M | 0.23% | +110+1.4% | Added |
| SCP Investment, LP | 7,800 | $1.23M | 0.98% | +4,000+105.3% | Added |
| Clough Capital Partners L P | 8,300 | $1.24M | 0.14% | −1,900−18.6% | Reduced |
| Blackstone Group Inc. | 8,329 | $1.24M | 0.01% | −5,200−38.4% | Reduced |
| Dividend Assets Capital, LLC | 8,347 | $1.25M | 0.24% | +55+0.7% | Added |
| Abn Amro Investment Solutions | 8,347 | $1.25M | 0.02% | −198−2.3% | Reduced |
| Great Lakes Retirement, Inc. | 8,358 | $1.25M | 0.21% | +84+1.0% | Added |
| Ledge Wealth Management, Inc. | 8,369 | $1.25M | 0.49% | −854−9.3% | Reduced |
| Birinyi Associates Inc | 8,374 | $1.25M | 0.44% | −1,894−18.4% | Reduced |
| Register Financial Advisors LLC | 8,404 | $1.25M | 0.84% | +828+10.9% | Added |
| Reuter James Wealth Management, LLC | 8,426 | $1.26M | 0.86% | +5+0.1% | Added |
| Palisade Capital Management LLC | 8,435 | $1.26M | 0.03% | +150+1.8% | Added |
| Amarillo National Bank | 8,473 | $1.26M | 0.24% | +37+0.4% | Added |
| Vaughan Nelson Investment Management, L.P. | 8,477 | $1.26M | 0.01% | −4,578−35.1% | Reduced |
| Claro Advisors LLC | 8,477 | $1.26M | 0.27% | −1,476−14.8% | Reduced |
| PEAK6 Investments LLC | 8,486 | $1.27M | 0.05% | +8,483+282,766.7% | Added |
| Fortitude Advisory Group L.L.C. | 8,504 | $1.27M | 0.77% | −1,548−15.4% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 8,510 | $1.27M | 0.25% | +491+6.1% | Added |
| Arlington Trust Co LLC | 8,517 | $1.27M | 0.36% | +8,517 | New |
| Atlantic Edge Private Wealth Management, LLC | 8,526 | $1.27M | 0.52% | +8,526 | New |
| Timber Creek Capital Management LLC | 8,561 | $1.28M | 0.44% | −5−0.1% | Reduced |
| Prudent Man Advisors, LLC | 8,567 | $1.28M | 0.48% | −516−5.7% | Reduced |
| Smartleaf Asset Management LLC | 8,815 | $1.28M | 0.34% | +8,815 | New |
| United Community Bank | 8,577 | $1.28M | 0.54% | +6,058+240.5% | Added |
| Oak Harbor Wealth Partners, LLC | 8,577 | $1.28M | 0.43% | +239+2.9% | Added |
| Wambolt & Associates, LLC | 8,583 | $1.28M | 0.42% | +628+7.9% | Added |
| Aveo Capital Partners, LLC | 8,617 | $1.29M | 0.16% | +82+1.0% | Added |
| Silver Oak Securities, Inc | 8,629 | $1.29M | 0.17% | +4,043+88.2% | Added |
| First County Bank | 8,643 | $1.29M | 0.62% | +402+4.9% | Added |
| Rice Partnership, LLC | 8,644 | $1.29M | 0.34% | −438−4.8% | Reduced |
| Evergreen Wealth Solutions, LLC | 8,646 | $1.29M | 1.10% | −172−2.0% | Reduced |
| Baker Ellis Asset Management LLC | 8,679 | $1.29M | 0.21% | −1,888−17.9% | Reduced |
| West Michigan Advisors, LLC | 8,692 | $1.30M | 0.49% | −318−3.5% | Reduced |
| Wealth Management Associates, Inc. | 8,707 | $1.30M | 0.69% | −1,379−13.7% | Reduced |
| JGP Wealth Management, LLC | 8,736 | $1.30M | 0.19% | +930+11.9% | Added |
| First Commonwealth Financial Corp | 8,738 | $1.30M | 0.40% | +734+9.2% | Added |
| Sage Mountain Advisors LLC | 8,748 | $1.30M | 0.15% | +408+4.9% | Added |
| CVA Family Office, LLC | 8,774 | $1.31M | 0.26% | −154−1.7% | Reduced |
| Cadent Capital Advisors, LLC | 8,785 | $1.31M | 0.66% | +59+0.7% | Added |
| Boston Research & Management Inc | 8,808 | $1.31M | 0.35% | 00.0% | Unchanged |
| Baker Tilly Wealth Management, LLC | 8,832 | $1.32M | 0.22% | −420−4.5% | Reduced |
| Wolff Financial Management LLC | 8,839 | $1.32M | 0.41% | +30.0% | Added |
| Solitude Financial Services | 8,842 | $1.32M | 0.72% | +1,242+16.3% | Added |
| Wells Trecaso Financial Group, LLC | 8,845 | $1.32M | 0.53% | +25+0.3% | Added |
| Precedent Wealth Partners, LLC | 8,904 | $1.33M | 0.68% | +8,904 | New |
| Capstone Wealth Management Group, LLC | 8,904 | $1.33M | 1.26% | +1,253+16.4% | Added |
| Mraz, Amerine & Associates, Inc. | 8,928 | $1.33M | 0.28% | −26−0.3% | Reduced |
| Pacific Sage Partners, LLC | 8,936 | $1.33M | 0.37% | +57+0.6% | Added |
| Brevan Howard Capital Management LP | 8,952 | $1.34M | 0.13% | +8,952 | New |
| Greenup Street Wealth Management LLC | 8,956 | $1.34M | 0.37% | +3,173+54.9% | Added |
| Cypress Wealth Services, LLC | 8,964 | $1.34M | 0.33% | −11−0.1% | Reduced |
| StrategIQ Financial Group, LLC | 8,966 | $1.34M | 0.15% | +14+0.2% | Added |
| Retirement Planning Co of New England, Inc. | 8,977 | $1.34M | 0.60% | +518+6.1% | Added |
| SS&H Financial Advisors, Inc. | 8,980 | $1.34M | 0.57% | −926−9.3% | Reduced |
| Allegheny Financial Group LTD | 8,994 | $1.34M | 0.43% | +1,221+15.7% | Added |
| Thrive Wealth Management, LLC | 8,995 | $1.34M | 0.30% | +18+0.2% | Added |
| Needham Investment Management LLC | 9,000 | $1.34M | 0.17% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 9,039 | $1.35M | 0.14% | −239−2.6% | Reduced |
| Laidlaw Wealth Management LLC | 9,065 | $1.35M | 0.49% | −3,951−30.4% | Reduced |
| LifePro Asset Management | 9,076 | $1.35M | 1.05% | +214+2.4% | Added |
| Castellan Group, LLC | 9,082 | $1.35M | 0.84% | +1,104+13.8% | Added |
| Firestone Capital Management | 9,095 | $1.36M | 0.42% | 00.0% | Unchanged |
| DF Dent & Co Inc | 9,104 | $1.36M | 0.02% | +2,788+44.1% | Added |
| First Trust Investment Solutions L.P. | 9,107 | $1.36M | 0.28% | +9,107 | New |
| Advisory Research Inc | 9,116 | $1.36M | 0.21% | −940−9.3% | Reduced |
| Peoples Bank | 9,117 | $1.36M | 1.09% | 00.0% | Unchanged |
| Adalta Capital Management LLC | 9,118 | $1.36M | 0.82% | 00.0% | Unchanged |
| Embree Financial Group | 9,119 | $1.36M | 0.29% | +9,119 | New |
| IPG Investment Advisors LLC | 9,130 | $1.36M | 0.27% | +9,130 | New |
| Comprehensive Financial Consultants Institutional, Inc. | 9,148 | $1.36M | 0.63% | +8+0.1% | Added |
| Benedetti & Gucer, Inc. | 9,170 | $1.37M | 0.72% | +156+1.7% | Added |