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
- 3,478
- +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
- 1,306 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 | 4,312 | $298.0B |
| Q4 2025 | 3,994 | $223.3B |
| Q3 2025 | 3,803 | $225.3B |
| Q2 2025 | 3,708 | $189.0B |
| Q1 2025 | 3,826 | $222.9B |
| Q4 2024 | 3,765 | $194.0B |
| Q3 2024 | 3,488 | $198.0B |
| Q2 2024 | 3,511 | $214.0B |
| Q1 2024 | 3,523 | $212.7B |
| Q4 2023 | 3,478 | $200.3B |
| Q3 2023 | 3,339 | $222.6B |
| Q2 2023 | 3,286 | $205.0B |
| Q1 2023 | 3,273 | $217.1B |
| Q4 2022 | 3,289 | $243.6B |
| Q3 2022 | 3,057 | $195.7B |
| Q2 2022 | 3,060 | $198.4B |
| Q1 2022 | 3,071 | $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 |
|---|---|---|---|---|---|
| Goodman Advisory Group, LLC | 499 | $74.4K | 0.03% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 500 | $74.6K | 0.02% | +500 | New |
| Level Financial Advisors, Inc. | 530 | $79.1K | 0.04% | 00.0% | Unchanged |
| Main Street Group, LTD | 535 | $79.9K | 0.03% | +535 | New |
| Dogwood Wealth Management LLC | 538 | $80.3K | 0.06% | +538 | New |
| DiNuzzo Private Wealth, Inc. | 544 | $81.1K | 0.01% | +544 | New |
| DAGCO, Inc. | 554 | $82.6K | 0.08% | +554 | New |
| Dynamic Wealth Strategies, LLC | 554 | $82.6K | 0.08% | +554 | New |
| Tennessee Valley Asset Management Partners | 556 | $83.0K | 0.02% | +556 | New |
| Davis Capital Management | 566 | $84.4K | 0.08% | +566 | New |
| Stone House Investment Management, LLC | 583 | $87.0K | 0.03% | −64−9.9% | Reduced |
| Fortitude Family Office, LLC | 586 | $87.4K | 0.07% | +586 | New |
| GW&K Investment Management, LLC | 599 | $89.0K | 0.00% | −23−3.7% | Reduced |
| Rockbridge Investment Management, LCC | 605 | $90.2K | 0.01% | +605 | New |
| Coston, McIsaac & Partners | 613 | $91.0K | 0.03% | −299−32.8% | Reduced |
| Rise Advisors, LLC | 616 | $91.8K | 0.06% | −26−4.0% | Reduced |
| MidAtlantic Capital Management, Inc. | 619 | $92.3K | 0.09% | +619 | New |
| Cherry Tree Wealth Management, LLC | 625 | $93.2K | 0.02% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 636 | $94.8K | 0.04% | −21−3.2% | Reduced |
| MeadowBrook Investment Advisors LLC | 642 | $95.8K | 0.09% | +642 | New |
| Nordwand Advisors, LLC | 643 | $95.9K | 0.03% | 00.0% | Unchanged |
| Macroview Investment Management LLC | 656 | $97.8K | 0.12% | +66+11.2% | Added |
| Scarborough Advisors, LLC | 657 | $98.0K | 0.02% | +657 | New |
| Proffitt & Goodson Inc | 667 | $99.5K | 0.02% | −77−10.3% | Reduced |
| Cornerstone Planning Group LLC | 684 | $102.1K | 0.03% | −11−1.6% | Reduced |
| FSC Wealth Advisors, LLC | 688 | $102.6K | 0.08% | +4+0.6% | Added |
| Truvestments Capital LLC | 689 | $102.8K | 0.05% | −54−7.3% | Reduced |
| Nabity-Jensen Investment Management Inc | 701 | $104.5K | 0.09% | +701 | New |
| Investment Research & Advisory Group, Inc. | 703 | $104.9K | 0.05% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 718 | $107.0K | 0.11% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 738 | $110.1K | 0.05% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 741 | $110.5K | 0.08% | −193−20.7% | Reduced |
| Mascoma Wealth Management LLC | 741 | $110.5K | 0.03% | −12−1.6% | Reduced |
| Orion Capital Management LLC | 749 | $111.7K | 0.07% | +154+25.9% | Added |
| Creekmur Asset Management LLC | 775 | $115.7K | 0.04% | +775 | New |
| Mark Sheptoff Financial Planning, LLC | 800 | $119.3K | 0.07% | 00.0% | Unchanged |
| Disciplina Capital Management LLC | 808 | $120.5K | 0.02% | +8+1.0% | Added |
| Capstone Investment Advisors, LLC | 809 | $120.7K | 0.00% | −10,189−92.6% | Reduced |
| Frazier Financial Advisors, LLC | 812 | $121.1K | 0.11% | +812 | New |
| Raffa Wealth Management, LLC | 842 | $125.6K | 0.04% | −272−24.4% | Reduced |
| Deane Retirement Strategies, Inc. | 842 | $125.6K | 0.07% | −23,161−96.5% | Reduced |
| Clean Yield Group | 843 | $125.7K | 0.05% | 00.0% | Unchanged |
| Financial Freedom, LLC | 849 | $126.6K | 0.08% | +6+0.7% | Added |
| Signature Resources Capital Management, LLC | 852 | $127.1K | 0.12% | +852 | New |
| Creative Capital Management Investments LLC | 857 | $127.8K | 0.07% | −261−23.3% | Reduced |
| Raelipskie Partnership | 865 | $129.0K | 0.08% | +865 | New |
| J.Safra Asset Management Corp | 867 | $129.3K | 0.02% | −177−17.0% | Reduced |
| Iron Horse Wealth Management, LLC | 875 | $130.5K | 0.06% | +80+10.1% | Added |
| Fairman Group, LLC | 882 | $131.6K | 0.13% | +882 | New |
| SJS Investment Consulting Inc. | 884 | $131.8K | 0.03% | +273+44.7% | Added |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 894 | $133.3K | 0.06% | −600−40.2% | Reduced |
| Granite FO LLC | 900 | $134.2K | 0.09% | 00.0% | Unchanged |
| Trust Co | 909 | $135.6K | 0.02% | −920−50.3% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 922 | $137.5K | 0.02% | 00.0% | Unchanged |
| Westchester Capital Management, Inc. | 932 | $139.0K | 0.04% | 00.0% | Unchanged |
| Operose Advisors LLC | 936 | $139.6K | 0.06% | −1,295−58.0% | Reduced |
| HHM Wealth Advisors, LLC | 972 | $145.0K | 0.03% | +170+21.2% | Added |
| Aspire Private Capital, LLC | 986 | $147.1K | 0.04% | −175−15.1% | Reduced |
| FSA Wealth Management LLC | 995 | $148.0K | 0.07% | +995 | New |
| WealthCollab, LLC | 994 | $148.3K | 0.12% | +994 | New |
| Catalyst Capital Advisors LLC | 1,000 | $149.2K | 0.00% | −4,907−83.1% | Reduced |
| Stuart Chaussee & Associates, Inc. | 1,000 | $149.2K | 0.04% | 00.0% | Unchanged |
| Cove Street Capital, LLC | 1,000 | $149.2K | 0.05% | 00.0% | Unchanged |
| Aspect Partners, LLC | 1,004 | $149.8K | 0.10% | +1,004 | New |
| RE Dickinson Investment Advisors, LLC | 1,047 | $156.0K | 0.10% | 00.0% | Unchanged |
| Voisard Asset Management Group, Inc. | 1,054 | $157.2K | 0.09% | +1,054 | New |
| Arlington Partners LLC | 1,055 | $157.4K | 0.05% | +1,055 | New |
| Brinker Capital Investments, LLC | 49,493 | $159.8K | 0.00% | −88,961−64.3% | Reduced |
| Orion Portfolio Solutions, LLC | 49,493 | $159.8K | 0.00% | −88,961−64.3% | Reduced |
| AlphaMark Advisors, LLC | 1,070 | $160.0K | 0.06% | +28+2.7% | Added |
| TD Capital Management LLC | 1,081 | $161.3K | 0.02% | 00.0% | Unchanged |
| AXS Investments LLC | 1,095 | $163.3K | 0.04% | +135+14.1% | Added |
| Tiff Advisory Services Inc | 1,098 | $163.8K | 0.08% | −1,139−50.9% | Reduced |
| Hall Laurie J Trustee | 1,129 | $168.0K | 0.06% | +100+9.7% | Added |
| Clarity Asset Management, Inc. | 1,128 | $168.2K | 0.13% | +1,128 | New |
| Hillsdale Investment Management Inc. | 1,135 | $169.3K | 0.01% | 00.0% | Unchanged |
| Coombe, Bender & Co LLC | 1,138 | $169.9K | 0.11% | +1,138 | New |
| HBC Financial Services, PLLC | 1,190 | $177.0K | 0.12% | +1,000+526.3% | Added |
| Core Wealth Advisors, Inc. | 1,190 | $177.5K | 0.07% | +1,019+595.9% | Added |
| Abound Wealth Management | 1,214 | $181.0K | 0.07% | +236+24.1% | Added |
| Prestige Wealth Management Group LLC | 1,231 | $183.6K | 0.04% | +298+31.9% | Added |
| Centerpoint Advisors, LLC | 1,234 | $184.0K | 0.07% | −25−2.0% | Reduced |
| Bellevue Asset Management, LLC | 1,236 | $184.5K | 0.16% | +4+0.3% | Added |
| Horizon Bancorp Inc | 1,241 | $185.0K | 0.09% | +104+9.1% | Added |
| Laraway Financial Inc | 1,241 | $185.1K | 0.18% | 00.0% | Unchanged |
| Plato Investment Management Ltd | 1,252 | $186.7K | 0.23% | +1,252 | New |
| McIlrath & Eck, LLC | 1,264 | $188.5K | 0.03% | −21−1.6% | Reduced |
| O'Brien Wealth Partners LLC | 1,272 | $189.7K | 0.05% | +159+14.3% | Added |
| New Millennium Group LLC | 1,275 | $190.2K | 0.17% | −2−0.2% | Reduced |
| CKW Financial Group | 1,278 | $191.0K | 0.03% | +3+0.2% | Added |
| Life Planning Partners, Inc | 1,284 | $191.5K | 0.19% | +1,284 | New |
| Rakuten Securities, Inc. | 1,286 | $191.8K | 0.15% | +1,286 | New |
| Vestor Capital, LLC | 1,285 | $192.0K | 0.02% | −23−1.8% | Reduced |
| Norwood Financial Corp | 1,290 | $192.4K | 0.29% | +485+60.2% | Added |
| Disciplined Equity Management, Inc. | 1,300 | $193.9K | 0.13% | +400+44.4% | Added |
| Avaii Wealth Management, LLC | 1,344 | $200.4K | 0.13% | −167−11.1% | Reduced |
| Taylor Financial Group, Inc. | 1,349 | $201.2K | 0.17% | +1,349 | New |
| Accretive Wealth Partners, LLC | 1,349 | $201.2K | 0.10% | 00.0% | Unchanged |
| Summit X, LLC | 1,349 | $201.2K | 0.06% | +51+3.9% | Added |
| Twin Lakes Capital Management, LLC | 1,350 | $201.4K | 0.14% | −190−12.3% | Reduced |