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 |
|---|---|---|---|---|---|
| Marco Investment Management LLC | 10,544 | $1.57M | 0.16% | −104−1.0% | Reduced |
| Garrison Point Advisors, LLC | 10,578 | $1.58M | 1.11% | +40.0% | Added |
| Vantage Financial Partners Ltd., Inc. | 10,600 | $1.58M | 0.48% | +2,150+25.4% | Added |
| BKM Wealth Management, LLC | 10,612 | $1.58M | 0.67% | +10,612 | New |
| iA Global Asset Management Inc. | 10,626 | $1.58M | 0.04% | −71,291−87.0% | Reduced |
| TrinityPoint Wealth, LLC | 10,646 | $1.59M | 0.29% | +680+6.8% | Added |
| Archer Investment Corp | 10,671 | $1.59M | 0.51% | −6−0.1% | Reduced |
| Fishman Jay A Ltd | 10,673 | $1.59M | 0.18% | +1,850+21.0% | Added |
| True North Advisors, LLC | 10,678 | $1.59M | 0.41% | −3,880−26.7% | Reduced |
| Harfst & Associates, Inc. | 10,691 | $1.59M | 0.42% | −260−2.4% | Reduced |
| Apriem Advisors | 10,707 | $1.60M | 0.21% | −62−0.6% | Reduced |
| Lodestone Wealth Management LLC | 10,746 | $1.60M | 0.93% | +705+7.0% | Added |
| Mount Yale Investment Advisors, LLC | 10,784 | $1.61M | 0.15% | +190+1.8% | Added |
| Forza Wealth Management, LLC | 10,789 | $1.61M | 0.89% | −1,014−8.6% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 10,791 | $1.61M | 0.77% | +10,791 | New |
| Hedeker Wealth, LLC | 10,796 | $1.61M | 0.51% | −4,927−31.3% | Reduced |
| Samson Rock Capital LLP | 10,835 | $1.62M | 1.70% | +10,835 | New |
| Altus Wealth Group LLC | 10,837 | $1.62M | 0.90% | −74−0.7% | Reduced |
| Capital Advantage, Inc. | 10,841 | $1.62M | 0.33% | −494−4.4% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 10,835 | $1.62M | 0.03% | −4,700−30.3% | Reduced |
| Roanoke Asset Management Corp | 10,839 | $1.62M | 0.60% | +100+0.9% | Added |
| Sawyer & Company, Inc | 10,840 | $1.62M | 0.71% | +100+0.9% | Added |
| Traverso Chambers Private Wealth Management, LLC | 10,841 | $1.62M | 0.39% | +59+0.5% | Added |
| Signet Investment Advisory Group, Inc. | 10,850 | $1.62M | 0.97% | +50+0.5% | Added |
| Eaton Financial Holdings Company, LLC | 10,858 | $1.62M | 0.39% | +37+0.3% | Added |
| Autumn Glory Partners, LLC | 11,266 | $1.62M | 0.93% | −481−4.1% | Reduced |
| Old Second National Bank of Aurora | 10,912 | $1.63M | 0.45% | +352+3.3% | Added |
| Romano Brothers and Company | 10,983 | $1.64M | 0.24% | −615−5.3% | Reduced |
| Relative Value Partners Group, LLC | 11,020 | $1.64M | 0.10% | +18+0.2% | Added |
| EPG Wealth Management LLC | 10,927 | $1.65M | 0.43% | +578+5.6% | Added |
| Aries Wealth Management | 11,036 | $1.65M | 0.59% | −554−4.8% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 11,047 | $1.65M | 1.61% | −2,838−20.4% | Reduced |
| Gryphon Financial Partners LLC | 11,404 | $1.65M | 0.29% | +4,047+55.0% | Added |
| Nicolet Bankshares Inc | 11,070 | $1.65M | 0.44% | −199−1.8% | Reduced |
| Founders Financial Securities LLC | 11,101 | $1.66M | 0.18% | +3,086+38.5% | Added |
| Clear Creek Financial Management, LLC | 11,112 | $1.66M | 0.26% | −193−1.7% | Reduced |
| Creegan & Nassoura Financial Group, LLC | 11,114 | $1.66M | 1.20% | 00.0% | Unchanged |
| Godshalk Welsh Capital Management, Inc. | 11,188 | $1.67M | 1.20% | −700−5.9% | Reduced |
| Moseley Investment Management Inc | 11,188 | $1.67M | 0.93% | +1,806+19.2% | Added |
| Mitchell & Pahl Private Wealth, LLC | 11,199 | $1.67M | 0.95% | −923−7.6% | Reduced |
| Keystone Financial Group | 11,217 | $1.67M | 0.29% | −523−4.5% | Reduced |
| Ethic Inc. | 11,273 | $1.68M | 0.05% | −416−3.6% | Reduced |
| St. Louis Financial Planners Asset Management, LLC | 11,291 | $1.68M | 1.57% | −590−5.0% | Reduced |
| Pinnacle Bancorp, Inc. | 11,296 | $1.68M | 0.55% | +74+0.7% | Added |
| SevenBridge Financial Group, LLC | 11,340 | $1.69M | 0.40% | −43−0.4% | Reduced |
| Fiera Capital Corp | 11,396 | $1.70M | 0.01% | +3,600+46.2% | Added |
| Heritage Wealth Advisors | 11,400 | $1.70M | 0.08% | +1,065+10.3% | Added |
| Rosenberg Matthew Hamilton | 11,411 | $1.70M | 0.52% | +4,469+64.4% | Added |
| Piscataqua Savings Bank | 11,441 | $1.71M | 1.59% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 11,444 | $1.71M | 0.55% | −2,414−17.4% | Reduced |
| Harvey Investment Co LLC | 11,442 | $1.71M | 0.21% | 00.0% | Unchanged |
| Sweet Financial Partners, LLC | 11,447 | $1.71M | 0.41% | +2,686+30.7% | Added |
| Walker Asset Management, LLC | 11,458 | $1.71M | 1.23% | +2,790+32.2% | Added |
| Osborne Partners Capital Management, LLC | 11,458 | $1.71M | 0.11% | 00.0% | Unchanged |
| Pacitti Group Inc. | 11,517 | $1.72M | 1.07% | +247+2.2% | Added |
| Centaurus Financial, Inc. | 11,531 | $1.72M | 0.13% | +48+0.4% | Added |
| Blackhill Capital Inc | 11,550 | $1.72M | 0.14% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 11,562 | $1.72M | 0.32% | −48−0.4% | Reduced |
| Clearview Wealth Advisors LLC | 11,566 | $1.73M | 2.01% | −162−1.4% | Reduced |
| West Paces Advisors Inc. | 11,568 | $1.73M | 0.48% | +214+1.9% | Added |
| SYSTM Wealth Solutions LLC | 11,586 | $1.73M | 0.24% | −1,026−8.1% | Reduced |
| Neumann Capital Management, LLC | 11,615 | $1.73M | 0.69% | +105+0.9% | Added |
| FinTrust Capital Advisors, LLC | 11,622 | $1.73M | 0.35% | +739+6.8% | Added |
| Widmann Financial Services, Inc. | 11,622 | $1.73M | 1.56% | +126+1.1% | Added |
| Advisor Resource Council | 11,629 | $1.73M | 0.20% | +10,425+865.9% | Added |
| Aire Advisors, LLC | 11,637 | $1.74M | 0.43% | −582−4.8% | Reduced |
| Gradient Capital Advisors, LLC | 11,658 | $1.74M | 0.66% | −59−0.5% | Reduced |
| Gratus Capital LLC | 11,679 | $1.74M | 0.10% | −338−2.8% | Reduced |
| M. Kraus & Co | 11,702 | $1.75M | 0.57% | −343−2.8% | Reduced |
| Wellington Shields Capital Management, LLC | 11,729 | $1.75M | 0.22% | −29−0.2% | Reduced |
| Calton & Associates, Inc. | 11,748 | $1.75M | 0.71% | +9,983+565.6% | Added |
| Brown, Lisle/Cummings, Inc. | 11,762 | $1.75M | 0.65% | +839+7.7% | Added |
| Northside Capital Management, LLC | 11,789 | $1.76M | 0.55% | +1,000+9.3% | Added |
| KG&L Capital Management,LLC | 11,689 | $1.76M | 0.74% | +3,105+36.2% | Added |
| Summit Financial Group Inc | 11,792 | $1.76M | 0.67% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 11,806 | $1.76M | 0.13% | +101+0.9% | Added |
| Maven Securities LTD | 11,814 | $1.76M | 0.20% | +10,609+880.4% | Added |
| Lynx Capital Group Ltd | 11,815 | $1.76M | 1.31% | +11,815 | New |
| TrueWealth Advisors, LLC | 11,820 | $1.76M | 0.68% | −715−5.7% | Reduced |
| Meiji Yasuda Life Insurance Co | 11,822 | $1.76M | 0.04% | −35−0.3% | Reduced |
| AdvisorNet Financial, Inc | 11,825 | $1.76M | 0.16% | −2,144−15.3% | Reduced |
| Conning Inc. | 11,834 | $1.77M | 0.06% | 00.0% | Unchanged |
| PSI Advisors, LLC | 11,845 | $1.77M | 0.66% | +795+7.2% | Added |
| Resolute Capital Asset Partners LLC | 11,888 | $1.77M | 1.16% | −18,112−60.4% | Reduced |
| GeoWealth Management, LLC | 11,887 | $1.77M | 0.15% | +9,637+428.3% | Added |
| Journey Strategic Wealth LLC | 11,890 | $1.77M | 0.08% | −3,023−20.3% | Reduced |
| Ascent Wealth Partners, LLC | 11,898 | $1.77M | 0.29% | −466−3.8% | Reduced |
| Delta Financial Group, Inc. | 11,899 | $1.77M | 0.56% | −1,330−10.1% | Reduced |
| Centennial Bank | 11,926 | $1.78M | 1.06% | +20+0.2% | Added |
| Legacy Financial Advisors, Inc. | 11,938 | $1.78M | 0.34% | +6+0.1% | Added |
| Cornerstone Investment Partners, LLC | 11,957 | $1.78M | 0.10% | −289,565−96.0% | Reduced |
| Onyx Bridge Wealth Group LLC | 11,965 | $1.78M | 0.36% | −841−6.6% | Reduced |
| First Bank & Trust | 11,978 | $1.79M | 0.43% | −1,783−13.0% | Reduced |
| ICW Investment Advisors LLC | 11,996 | $1.79M | 0.87% | +76+0.6% | Added |
| Supplemental Annuity Collective Trust of NJ | 12,000 | $1.79M | 0.62% | 00.0% | Unchanged |
| Jmac Enterprises LLC | 12,003 | $1.79M | 0.39% | +1,495+14.2% | Added |
| Beck Mack & Oliver LLC | 12,006 | $1.79M | 0.04% | 00.0% | Unchanged |
| Ledyard National Bank | 12,007 | $1.79M | 0.18% | +110+0.9% | Added |
| Candriam Luxembourg S.C.A. | 12,011 | $1.79M | 0.01% | −1,032−7.9% | Reduced |
| ORG Partners LLC | 12,006 | $1.79M | 0.30% | +5,134+74.7% | Added |