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 |
|---|---|---|---|---|---|
| Teamwork Financial Advisors, LLC | 12,025 | $1.79M | 0.31% | −1,477−10.9% | Reduced |
| Midwest Professional Planners, LTD. | 12,027 | $1.79M | 0.72% | +650+5.7% | Added |
| Graham Capital Management, L.P. | 12,044 | $1.80M | 0.06% | −171,415−93.4% | Reduced |
| Cornell Pochily Investment Advisors, Inc. | 12,062 | $1.80M | 0.75% | +195+1.6% | Added |
| PFG Investments, LLC | 12,077 | $1.80M | 0.33% | +410+3.5% | Added |
| Legacy Capital Wealth Partners, LLC | 12,100 | $1.80M | 0.51% | −170−1.4% | Reduced |
| IFG Advisory, LLC | 12,115 | $1.81M | 0.13% | +346+2.9% | Added |
| TriaGen Wealth Management LLC | 12,117 | $1.81M | 0.86% | 00.0% | Unchanged |
| Cliftonlarsonallen Wealth Advisors, LLC | 12,154 | $1.81M | 0.05% | +467+4.0% | Added |
| CSS LLC | 12,174 | $1.82M | 0.14% | −17,200−58.6% | Reduced |
| Sompo Asset Management Co., Ltd. | 12,180 | $1.82M | 0.33% | −8,000−39.6% | Reduced |
| Baldwin Investment Management, LLC | 12,182 | $1.82M | 0.28% | 00.0% | Unchanged |
| Armstrong, Fleming & Moore, Inc | 12,184 | $1.82M | 1.37% | 00.0% | Unchanged |
| Paradigm Financial Partners, LLC | 12,189 | $1.82M | 0.44% | +75+0.6% | Added |
| Per Stirling Capital Management, LLC. | 12,199 | $1.82M | 0.33% | +105+0.9% | Added |
| Brown Miller Wealth Management, LLC | 12,216 | $1.82M | 0.91% | +293+2.5% | Added |
| Hollencrest Capital Management | 12,224 | $1.82M | 0.17% | +573+4.9% | Added |
| Burke & Herbert Bank & Trust Co | 12,229 | $1.82M | 1.31% | −16−0.1% | Reduced |
| North Star Asset Management Inc | 12,280 | $1.83M | 0.09% | +174+1.4% | Added |
| Emfo, LLC | 12,304 | $1.84M | 1.71% | +2,000+19.4% | Added |
| Turtle Creek Wealth Advisors, LLC | 12,321 | $1.84M | 0.54% | +12,321 | New |
| Gleason Group, Inc. | 12,321 | $1.84M | 0.42% | +128+1.0% | Added |
| Greenfield Savings Bank | 12,324 | $1.84M | 1.06% | 00.0% | Unchanged |
| Murphy, Middleton, Hinkle & Parker, Inc. | 12,336 | $1.84M | 1.14% | +21+0.2% | Added |
| Criterion Capital Advisors, LLC | 12,391 | $1.85M | 1.34% | +12,391 | New |
| Pacific Capital Wealth Advisors, Inc | 12,392 | $1.85M | 0.47% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 12,407 | $1.85M | 0.69% | −663−5.1% | Reduced |
| Miller Howard Investments Inc | 12,417 | $1.85M | 0.06% | −75−0.6% | Reduced |
| Bourgeon Capital Management LLC | 12,427 | $1.85M | 0.41% | +2,477+24.9% | Added |
| Summit Trail Advisors, LLC | 12,449 | $1.86M | 0.06% | −1,953−13.6% | Reduced |
| Beach Investment Counsel Inc | 12,449 | $1.86M | 0.23% | −34,711−73.6% | Reduced |
| Smithbridge Asset Management Inc | 12,453 | $1.86M | 0.42% | 00.0% | Unchanged |
| Hayek Kallen Investment Management | 12,455 | $1.86M | 0.78% | −413−3.2% | Reduced |
| Secure Asset Management, LLC | 12,545 | $1.87M | 0.50% | +102+0.8% | Added |
| Stableford Capital II LLC | 12,946 | $1.88M | 0.81% | +2,056+18.9% | Added |
| Outlook Wealth Advisors, LLC | 12,612 | $1.88M | 0.66% | −82−0.6% | Reduced |
| CRA Financial Services, LLC | 12,620 | $1.88M | 0.46% | +1,183+10.3% | Added |
| PYA Waltman Capital, LLC | 12,630 | $1.88M | 0.78% | +1,256+11.0% | Added |
| Uncommon Cents Investing LLC | 12,631 | $1.88M | 0.62% | +559+4.6% | Added |
| Alaethes Wealth LLC | 12,646 | $1.89M | 0.89% | +287+2.3% | Added |
| Wellington Shields & Co., LLC | 12,646 | $1.89M | 0.70% | −15−0.1% | Reduced |
| Eqis Capital Management, Inc. | 12,658 | $1.89M | 0.15% | −727−5.4% | Reduced |
| CoreCommodity Management, LLC | 12,698 | $1.89M | 0.56% | +936+8.0% | Added |
| Sutton Place Investors LLC | 12,705 | $1.90M | 1.37% | +12,705 | New |
| Guardian Capital LP | 12,706 | $1.90M | 0.07% | −2,448−16.2% | Reduced |
| Ostrum Asset Management | 12,711 | $1.90M | 0.16% | −922−6.8% | Reduced |
| Center for Financial Planning, Inc. | 12,726 | $1.90M | 0.35% | −460−3.5% | Reduced |
| InTrack Investment Management Inc | 12,732 | $1.90M | 1.43% | +1,767+16.1% | Added |
| Taurus Asset Management, LLC | 12,748 | $1.90M | 0.21% | 00.0% | Unchanged |
| Knuff & Co LLC | 12,759 | $1.90M | 0.69% | +310+2.5% | Added |
| Hendershot Investments Inc. | 12,795 | $1.91M | 0.29% | −168−1.3% | Reduced |
| LGT Financial Advisors LLC | 12,796 | $1.91M | 2.33% | −441−3.3% | Reduced |
| Delta Asset Management LLC | 12,809 | $1.91M | 0.18% | +351+2.8% | Added |
| Full Sail Capital, LLC | 12,837 | $1.91M | 0.15% | −490−3.7% | Reduced |
| Parthenon LLC | 12,871 | $1.92M | 0.27% | +750+6.2% | Added |
| Inlet Private Wealth, LLC | 12,888 | $1.92M | 0.59% | +4,638+56.2% | Added |
| Lindbrook Capital, LLC | 12,932 | $1.93M | 0.19% | −10.0% | Reduced |
| Financial Advisors Network, Inc. | 12,934 | $1.93M | 0.39% | −145−1.1% | Reduced |
| Home Federal Bank of Tennessee | 12,954 | $1.93M | 0.65% | −50−0.4% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 12,967 | $1.93M | 0.38% | +340+2.7% | Added |
| Cape Ann Savings Bank | 13,129 | $1.94M | 1.28% | −447−3.3% | Reduced |
| Schear Investment Advisers, LLC | 12,979 | $1.94M | 1.87% | +57+0.4% | Added |
| McDaniel Terry & Co | 12,991 | $1.94M | 0.19% | +108+0.8% | Added |
| Wealth Management Partners, LLC | 13,032 | $1.94M | 1.08% | +652+5.3% | Added |
| Compton Wealth Advisory Group, LLC | 13,039 | $1.94M | 0.61% | +1,614+14.1% | Added |
| Highlander Capital Management, LLC | 13,076 | $1.95M | 0.69% | 00.0% | Unchanged |
| Scott & Selber, Inc. | 13,094 | $1.95M | 0.73% | −188−1.4% | Reduced |
| Bank Ozk | 13,110 | $1.96M | 0.95% | −856−6.1% | Reduced |
| Mendel Money Management | 13,111 | $1.96M | 0.94% | +682+5.5% | Added |
| Martin & Co Inc | 13,190 | $1.97M | 0.49% | −467−3.4% | Reduced |
| Lindenwold Advisors | 13,204 | $1.97M | 1.12% | −176−1.3% | Reduced |
| Jackson Hole Capital Partners, LLC | 13,208 | $1.97M | 0.50% | +1,177+9.8% | Added |
| First City Capital Management, Inc. | 13,217 | $1.97M | 1.14% | −133−1.0% | Reduced |
| Valmark Advisers, Inc. | 13,230 | $1.97M | 0.04% | −3,118−19.1% | Reduced |
| Klein Pavlis & Peasley Financial, Inc. | 13,235 | $1.97M | 1.84% | +13,235 | New |
| Pin Oak Investment Advisors Inc | 13,267 | $1.98M | 2.01% | +125+1.0% | Added |
| Cypress Asset Management Inc | 13,307 | $1.98M | 0.60% | −19−0.1% | Reduced |
| Monticello Wealth Management, LLC | 13,349 | $1.99M | 0.18% | −689−4.9% | Reduced |
| Hodges Capital Management Inc. | 13,414 | $2.00M | 0.11% | +5,559+70.8% | Added |
| Letson Investment Management, Inc. | 13,446 | $2.01M | 0.93% | +13,446 | New |
| Aft, Forsyth & Sober, LLC | 13,450 | $2.01M | 0.77% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 13,475 | $2.01M | 0.11% | +5,061+60.1% | Added |
| Weik Capital Management | 13,505 | $2.01M | 0.93% | +1,408+11.6% | Added |
| Kingswood Wealth Advisors, LLC | 13,522 | $2.02M | 0.23% | +10,196+306.6% | Added |
| 9258 Wealth Management, LLC | 13,534 | $2.02M | 0.35% | −56−0.4% | Reduced |
| Hedges Asset Management LLC | 13,542 | $2.02M | 1.58% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 13,564 | $2.02M | 0.73% | −225−1.6% | Reduced |
| Belmont Capital, LLC | 13,571 | $2.02M | 0.86% | −10−0.1% | Reduced |
| Counterweight Ventures, LLC | 13,593 | $2.03M | 1.84% | +13,593 | New |
| Settian Capital LP | 13,600 | $2.03M | 1.62% | 00.0% | Unchanged |
| Clarkston Capital Partners, LLC | 13,633 | $2.03M | 0.04% | +293+2.2% | Added |
| Perennial Investment Advisors, LLC | 13,647 | $2.04M | 0.34% | +110+0.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 13,596 | $2.04M | 0.50% | +3,758+38.2% | Added |
| Pinnacle Wealth Planning Services, Inc. | 13,687 | $2.04M | 0.32% | +350+2.6% | Added |
| Magnus Financial Group LLC | 13,694 | $2.04M | 0.27% | +325+2.4% | Added |
| Buckingham Strategic Partners | 13,712 | $2.05M | 0.10% | −5,963−30.3% | Reduced |
| CoreFirst Bank & Trust | 13,723 | $2.05M | 1.36% | −2,329−14.5% | Reduced |
| Berkeley Capital Partners, LLC | 13,751 | $2.05M | 0.68% | −738−5.1% | Reduced |
| UniSuper Management Pty Ltd | 13,760 | $2.05M | 0.02% | +560+4.2% | Added |
| Patriot Financial Group Insurance Agency, LLC | 13,769 | $2.05M | 0.39% | +1,033+8.1% | Added |