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 |
|---|---|---|---|---|---|
| TLWM | 9,196 | $1.37M | 0.32% | +59+0.6% | Added |
| Secured Retirement Advisors, LLC | 9,198 | $1.37M | 1.32% | +9,198 | New |
| Nexus Investment Management ULC | 9,200 | $1.37M | 0.14% | −1,000−9.8% | Reduced |
| Cove Private Wealth, LLC | 9,215 | $1.37M | 1.30% | +9,215 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 9,220 | $1.38M | 0.04% | −3,064−24.9% | Reduced |
| Harrell Investment Partners, LLC | 9,259 | $1.38M | 0.43% | +17+0.2% | Added |
| Hubbell Strickland Wealth Management, LLC | 9,271 | $1.38M | 0.76% | +52+0.6% | Added |
| Schmidt P J Investment Management Inc | 9,318 | $1.39M | 0.28% | +914+10.9% | Added |
| BOS Asset Management, LLC | 9,323 | $1.39M | 0.95% | +122+1.3% | Added |
| Mayfair Advisory Group, LLC | 9,342 | $1.40M | 1.19% | +311+3.4% | Added |
| MCF Advisors LLC | 9,371 | $1.40M | 0.11% | +384+4.3% | Added |
| Joseph Group Capital Management | 9,385 | $1.40M | 0.81% | +373+4.1% | Added |
| Roof Eidam & Maycock | 9,401 | $1.40M | 0.42% | −413−4.2% | Reduced |
| Farmers Trust Co | 9,410 | $1.40M | 0.29% | +15+0.2% | Added |
| Cito Capital Group, LLC | 9,420 | $1.41M | 0.60% | 00.0% | Unchanged |
| Everpar Advisors LLC | 9,429 | $1.41M | 0.65% | +9,429 | New |
| Lion Street Advisors, LLC | 9,436 | $1.41M | 0.58% | −3,666−28.0% | Reduced |
| LexAurum Advisors, LLC | 9,439 | $1.41M | 0.37% | +1,927+25.7% | Added |
| Traphagen Investment Advisors LLC | 9,449 | $1.41M | 0.17% | −183−1.9% | Reduced |
| GAMMA Investing LLC | 9,564 | $1.41M | 0.38% | +9,564 | New |
| Lederer & Associates Investment Counsel | 9,461 | $1.41M | 1.04% | +4,507+91.0% | Added |
| Cravens & Co Advisors, LLC | 9,470 | $1.41M | 1.22% | −127−1.3% | Reduced |
| WBH Advisory Inc | 9,478 | $1.41M | 0.16% | −77−0.8% | Reduced |
| Etesian Wealth Advisors, Inc. | 9,441 | $1.41M | 0.85% | +10+0.1% | Added |
| Naviter Wealth, LLC | 9,504 | $1.42M | 0.29% | −2,335−19.7% | Reduced |
| Legacy Bridge, LLC | 9,508 | $1.42M | 0.92% | −250−2.6% | Reduced |
| Harvest Portfolios Group Inc. | 9,513 | $1.42M | 0.06% | −269−2.7% | Reduced |
| Plancorp, LLC | 9,521 | $1.42M | 0.07% | −165−1.7% | Reduced |
| Eudaimonia Advisors LLC | 9,524 | $1.42M | 0.92% | −279−2.8% | Reduced |
| Shulman DeMeo Asset Management LLC | 9,567 | $1.43M | 0.40% | +71+0.7% | Added |
| Chesapeake Asset Management LLC | 9,569 | $1.43M | 1.27% | +272+2.9% | Added |
| TBH Global Asset Management, LLC | 9,578 | $1.43M | 0.29% | −3,112−24.5% | Reduced |
| Lakeview Capital Partners, LLC | 9,587 | $1.43M | 0.25% | +365+4.0% | Added |
| Prostatis Group LLC | 9,601 | $1.43M | 0.60% | +26+0.3% | Added |
| Girard Partners Ltd. | 9,618 | $1.43M | 0.15% | −335−3.4% | Reduced |
| FRG Family Wealth Advisors LLC | 9,646 | $1.44M | 0.29% | −57−0.6% | Reduced |
| Nilsine Partners, LLC | 9,660 | $1.44M | 0.22% | +12+0.1% | Added |
| Park Place Capital Corp | 9,661 | $1.44M | 0.57% | −1,637−14.5% | Reduced |
| SeaBridge Investment Advisors LLC | 9,664 | $1.44M | 0.42% | −1,532−13.7% | Reduced |
| King Wealth | 9,701 | $1.45M | 0.28% | +810+9.1% | Added |
| Eight 31 Financial LLC | 9,714 | $1.45M | 0.89% | +9,714 | New |
| AAFMAA Wealth Management & Trust LLC | 9,724 | $1.45M | 0.82% | +7,770+397.6% | Added |
| Premier Path Wealth Partners, LLC | 9,809 | $1.45M | 0.32% | +9,809 | New |
| Waddell & Associates, LLC | 9,738 | $1.46M | 0.20% | −1,622−14.3% | Reduced |
| Access Financial Services, Inc. | 9,775 | $1.46M | 0.75% | +136+1.4% | Added |
| Silverlake Wealth Management LLC | 9,805 | $1.46M | 0.81% | −1,066−9.8% | Reduced |
| Financial Engines Advisors L.L.C. | 9,808 | $1.46M | 0.00% | +158+1.6% | Added |
| Dumont & Blake Investment Advisors LLC | 9,832 | $1.47M | 0.45% | −433−4.2% | Reduced |
| Caption Management, LLC | 9,843 | $1.47M | 0.16% | +7,943+418.1% | Added |
| 3Chopt Investment Partners, LLC | 9,850 | $1.47M | 0.54% | +9,850 | New |
| Doheny Asset Management | 9,868 | $1.47M | 1.44% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 9,873 | $1.47M | 0.29% | −373−3.6% | Reduced |
| WBI Investments | 9,874 | $1.47M | 0.30% | +9,874 | New |
| High Net Worth Advisory Group LLC | 9,899 | $1.48M | 0.55% | −991−9.1% | Reduced |
| Wintrust Investments LLC | 9,908 | $1.48M | 0.14% | −134−1.3% | Reduced |
| Bremer Bank National Association | 9,923 | $1.48M | 0.28% | −1,021−9.3% | Reduced |
| LVW Advisors, LLC | 9,928 | $1.48M | 0.28% | −3,548−26.3% | Reduced |
| Proquility Private Wealth Partners, LLC | 9,934 | $1.48M | 0.56% | −472−4.5% | Reduced |
| Chicago Capital, LLC | 9,944 | $1.48M | 0.05% | +459+4.8% | Added |
| Vise Technologies, Inc. | 9,952 | $1.48M | 0.32% | −1,784−15.2% | Reduced |
| Eagle Wealth Strategies LLC | 9,990 | $1.49M | 0.90% | +9,990 | New |
| Barbara Oil Co. | 10,000 | $1.49M | 0.67% | 00.0% | Unchanged |
| Menard Financial Group LLC | 10,004 | $1.49M | 1.85% | +111+1.1% | Added |
| Synergy Financial Management, LLC | 10,025 | $1.50M | 0.27% | +2,831+39.4% | Added |
| D.B. Root & Company, LLC | 10,046 | $1.50M | 0.54% | −181−1.8% | Reduced |
| Canal Capital Management, LLC | 10,054 | $1.50M | 0.28% | +88+0.9% | Added |
| Keating Wealth Management LLC | 10,060 | $1.50M | 1.03% | +10,060 | New |
| Iams Wealth Management, LLC | 10,099 | $1.51M | 0.97% | −287−2.8% | Reduced |
| TCM Advisors, LLC | – | $1.51M | 1.22% | – | – |
| Ausdal Financial Partners, Inc. | 10,106 | $1.51M | 0.19% | −110−1.1% | Reduced |
| Athena Investment Management | 10,113 | $1.51M | 0.98% | −973−8.8% | Reduced |
| Beaumont Financial Advisors, LLC | 10,136 | $1.51M | 0.14% | +93+0.9% | Added |
| Main Street Research LLC | 10,185 | $1.52M | 0.12% | −646−6.0% | Reduced |
| Y.D. More Investments Ltd | 10,195 | $1.52M | 0.31% | +9,994+4,972.1% | Added |
| Moreno Evelyn V | 10,189 | $1.52M | 0.72% | −20,499−66.8% | Reduced |
| Hamilton Capital, LLC | 10,202 | $1.52M | 0.12% | +1,826+21.8% | Added |
| Miller Investment Management, LP | 10,220 | $1.52M | 0.22% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 10,223 | $1.52M | 0.16% | +1,560+18.0% | Added |
| Wolverine Asset Management LLC | 10,232 | $1.53M | 0.02% | −367−3.5% | Reduced |
| Rogco, LP | 10,243 | $1.53M | 0.67% | +2,511+32.5% | Added |
| Aspen Investment Management Inc | 10,262 | $1.53M | 0.86% | −49−0.5% | Reduced |
| Front Street Capital Management, Inc. | 10,271 | $1.53M | 0.31% | +864+9.2% | Added |
| Wedmont Private Capital | 10,288 | $1.54M | 0.13% | −1,936−15.8% | Reduced |
| Gilbert & Cook, Inc. | 10,312 | $1.54M | 0.22% | +369+3.7% | Added |
| Trust Investment Advisors | 10,314 | $1.54M | 1.20% | +8+0.1% | Added |
| Sentry Investment Management LLC | 10,328 | $1.54M | 0.66% | +22+0.2% | Added |
| Covenant Asset Management, LLC | 10,350 | $1.54M | 0.43% | +267+2.6% | Added |
| Burford Brothers, Inc. | 10,358 | $1.55M | 1.09% | +10,358 | New |
| Broadwater Capital Management LLC | 10,401 | $1.55M | 1.22% | +10,401 | New |
| Archford Capital Strategies, LLC | 10,408 | $1.55M | 0.28% | +783+8.1% | Added |
| Oxbow Advisors, LLC | 10,426 | $1.56M | 0.24% | −644−5.8% | Reduced |
| Sciencast Management LP | 10,446 | $1.56M | 0.85% | +10,446 | New |
| RBA Wealth Management, LLC | 10,446 | $1.56M | 0.68% | −16−0.2% | Reduced |
| Connecticut Wealth Management, LLC | 10,465 | $1.56M | 0.09% | +2,342+28.8% | Added |
| Oak Hill Wealth Advisors, LLC | 10,479 | $1.56M | 0.54% | −198−1.9% | Reduced |
| Cunning Capital Partners, LP | 10,495 | $1.56M | 0.98% | 00.0% | Unchanged |
| Keating Investment Counselors Inc | 10,495 | $1.57M | 0.56% | 00.0% | Unchanged |
| Tompkins Financial Corp | 10,500 | $1.57M | 0.19% | +795+8.2% | Added |
| Mechanics Financial Corp | 10,531 | $1.57M | 0.88% | +17+0.2% | Added |
| Consolidated Portfolio Review Corp | 10,543 | $1.57M | 0.36% | −1,894−15.2% | Reduced |