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 |
|---|---|---|---|---|---|
| CIC Wealth, LLC | 13,774 | $2.05M | 0.65% | −554−3.9% | Reduced |
| JFS Wealth Advisors, LLC | 13,776 | $2.05M | 0.17% | −44−0.3% | Reduced |
| Traynor Capital Management, Inc. | 13,778 | $2.06M | 0.24% | +1,170+9.3% | Added |
| Somerset Trust Co | 13,787 | $2.06M | 0.90% | −739−5.1% | Reduced |
| Lafayette Investments, Inc. | 13,798 | $2.06M | 0.51% | +300+2.2% | Added |
| Platform Technology Partners | 13,575 | $2.06M | 0.80% | +1,903+16.3% | Added |
| Cascade Investment Group, Inc. | 13,852 | $2.07M | 1.67% | +925+7.2% | Added |
| New Hampshire Trust | 13,871 | $2.07M | 0.50% | −348−2.4% | Reduced |
| St Germain D J Co Inc | 13,878 | $2.07M | 0.11% | +1,484+12.0% | Added |
| Kovitz Investment Group Partners, LLC | 13,883 | $2.07M | 0.03% | +8,558+160.7% | Added |
| Argonautica Private Wealth Management, Inc | 13,891 | $2.07M | 0.85% | +46+0.3% | Added |
| Ahl Investment Management, Inc. | 13,929 | $2.08M | 1.70% | −25−0.2% | Reduced |
| Eads & Heald Wealth Management | 13,961 | $2.08M | 1.00% | −1,233−8.1% | Reduced |
| Abundance Wealth Counselors | 13,965 | $2.08M | 0.54% | +1,820+15.0% | Added |
| Harbour Trust & Investment Management Co | 13,969 | $2.08M | 0.29% | +13,969 | New |
| Washington Trust Co | 13,993 | $2.09M | 0.08% | +1,458+11.6% | Added |
| Ti-Trust, Inc | 13,998 | $2.09M | 1.84% | +128+0.9% | Added |
| Bontempo Ohly Capital Mgmt LLC | 14,009 | $2.09M | 1.01% | +288+2.1% | Added |
| Raleigh Capital Management Inc. | 14,019 | $2.09M | 0.97% | −137−1.0% | Reduced |
| Trust Co of Oklahoma | 14,032 | $2.09M | 0.78% | −624−4.3% | Reduced |
| Financial Management Network Inc | 13,935 | $2.10M | 0.61% | +4,608+49.4% | Added |
| Curbstone Financial Management Corp | 14,056 | $2.10M | 0.48% | 00.0% | Unchanged |
| Green Square Capital Advisors LLC | 14,062 | $2.10M | 0.28% | +8,230+141.1% | Added |
| Ignite Planners, LLC | 14,045 | $2.10M | 0.62% | −229−1.6% | Reduced |
| Lodestar Private Asset Management LLC | 14,098 | $2.10M | 0.32% | −187−1.3% | Reduced |
| New Potomac Partners, LLC | 14,129 | $2.11M | 1.25% | +483+3.5% | Added |
| Capital Advisory Group Advisory Services, LLC | 14,129 | $2.11M | 1.13% | +410+3.0% | Added |
| NovaPoint Capital, LLC | 14,156 | $2.11M | 0.78% | −572−3.9% | Reduced |
| Kiley Juergens Wealth Management, LLC | 14,167 | $2.11M | 0.71% | −682−4.6% | Reduced |
| TKG Advisors, LLC | 14,172 | $2.11M | 1.26% | +635+4.7% | Added |
| AlphaStar Capital Management, LLC | 7,090 | $2.12M | 0.19% | +1,060+17.6% | Added |
| Horizon Kinetics Asset Management LLC | 14,183 | $2.12M | 0.04% | +10.0% | Added |
| SFE Investment Counsel | 14,192 | $2.12M | 0.55% | +11,525+432.1% | Added |
| Desjardins Global Asset Management Inc. | 14,203 | $2.12M | 0.23% | −4,685−24.8% | Reduced |
| Redwood Investment Management, LLC | 14,124 | $2.12M | 0.19% | −49,378−77.8% | Reduced |
| Krilogy Financial LLC | 14,236 | $2.12M | 0.18% | −1,793−11.2% | Reduced |
| Manhattan West Asset Management, LLC | 14,248 | $2.13M | 0.60% | +338+2.4% | Added |
| Chemung Canal Trust Co | 14,254 | $2.13M | 0.44% | +113+0.8% | Added |
| Parkside Financial Bank & Trust | 14,260 | $2.13M | 0.39% | +1,838+14.8% | Added |
| Pinnacle Holdings, LLC | 14,278 | $2.13M | 0.88% | −68−0.5% | Reduced |
| Allred Capital Management, LLC | 14,302 | $2.13M | 0.93% | −70.0% | Reduced |
| Pinnacle West Asset Management, Inc. | 14,305 | $2.13M | 1.83% | +365+2.6% | Added |
| SignalPoint Asset Management, LLC | 14,317 | $2.13M | 0.63% | +127+0.9% | Added |
| Convergence Investment Partners, LLC | 14,327 | $2.14M | 1.12% | −920−6.0% | Reduced |
| Blackhawk Capital Partners LLC. | 14,359 | $2.14M | 1.45% | +14,359 | New |
| Coppell Advisory Solutions LLC | 14,391 | $2.15M | 0.43% | +2,940+25.7% | Added |
| Longfellow Investment Management Co LLC | 14,447 | $2.15M | 0.53% | 00.0% | Unchanged |
| Brady Family Wealth, LLC | 14,499 | $2.16M | 0.74% | +415+2.9% | Added |
| Monarch Capital Management Inc | 14,502 | $2.16M | 0.66% | −35−0.2% | Reduced |
| Marex Group plc | 14,557 | $2.17M | 0.09% | +13,226+993.7% | Added |
| Bull Street Advisors, LLC | 14,599 | $2.18M | 1.10% | −25−0.2% | Reduced |
| Notis-McConarty Edward | 14,605 | $2.18M | 0.87% | +40+0.3% | Added |
| Bedell Frazier Investment Counseling, LLC | 14,605 | $2.18M | 0.60% | +352+2.5% | Added |
| Oak Family Advisors, LLC | 14,638 | $2.18M | 0.92% | +7,082+93.7% | Added |
| Karpas Strategies, LLC | 14,685 | $2.19M | 0.72% | −98−0.7% | Reduced |
| First United Bank Trust | 14,715 | $2.19M | 0.88% | −900−5.8% | Reduced |
| Titleist Asset Management, LLC | 14,738 | $2.20M | 0.41% | +1,191+8.8% | Added |
| Winslow Asset Management Inc | 14,740 | $2.20M | 0.45% | −163−1.1% | Reduced |
| World Equity Group, Inc. | 14,744 | $2.20M | 0.44% | +636+4.5% | Added |
| Capital Advisors Wealth Management, LLC | 14,790 | $2.21M | 0.50% | −530−3.5% | Reduced |
| Grandview Asset Management LLC | 14,799 | $2.21M | 1.16% | −137−0.9% | Reduced |
| Keudell/Morrison Wealth Management | 14,803 | $2.21M | 0.73% | −347−2.3% | Reduced |
| CX Institutional | 14,831 | $2.21M | 0.12% | −80−0.5% | Reduced |
| Systematic Alpha Investments, LLC | 14,854 | $2.22M | 0.10% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 14,860 | $2.22M | 0.18% | +355+2.4% | Added |
| Pavion Blue Capital, LLC | 14,862 | $2.22M | 1.22% | −150−1.0% | Reduced |
| Inspire Trust Co, N.A. | 14,947 | $2.23M | 2.30% | +14,947 | New |
| Portside Wealth Group, LLC | 14,949 | $2.23M | 0.42% | +29+0.2% | Added |
| Jacobs Levy Equity Management, Inc | 14,961 | $2.23M | 0.01% | +14,961 | New |
| Private Harbour Investment Management & Counsel, LLC | 14,966 | $2.23M | 2.57% | −39−0.3% | Reduced |
| Bank of New Hampshire | 14,987 | $2.24M | 0.63% | −6,808−31.2% | Reduced |
| Viking Fund Management LLC | 15,000 | $2.24M | 0.44% | +15,000 | New |
| Arbor Trust Wealth Advisors, LLC | 15,102 | $2.25M | 1.34% | +665+4.6% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 15,125 | $2.26M | 0.30% | +3,906+34.8% | Added |
| Schechter Investment Advisors, LLC | 15,129 | $2.26M | 0.20% | +698+4.8% | Added |
| Pacific Center for Financial Services | 15,130 | $2.26M | 0.71% | −1,499−9.0% | Reduced |
| DeDora Capital, Inc. | 15,145 | $2.26M | 0.79% | +643+4.4% | Added |
| Fortune Financial Advisors, LLC | 15,160 | $2.26M | 1.58% | −335−2.2% | Reduced |
| Marietta Investment Partners LLC | 15,171 | $2.26M | 0.56% | 00.0% | Unchanged |
| Harbour Investment Management LLC | 15,195 | $2.27M | 1.18% | +1,313+9.5% | Added |
| Newman Dignan & Sheerar, Inc. | 15,224 | $2.27M | 0.69% | +17+0.1% | Added |
| JTC Employer Solutions Trusteee Ltd | 15,178 | $2.27M | 0.21% | +11,992+376.4% | Added |
| Somerset Group LLC | 15,263 | $2.28M | 1.91% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 15,270 | $2.28M | 0.80% | −33−0.2% | Reduced |
| Private Portfolio Partners LLC | 15,281 | $2.28M | 0.52% | +130+0.9% | Added |
| Hoertkorn Richard Charles | 15,297 | $2.28M | 1.03% | 00.0% | Unchanged |
| Woodard & Co Asset Management Group Inc | 15,298 | $2.28M | 0.67% | −920−5.7% | Reduced |
| Herbst Group, LLC | 15,300 | $2.28M | 1.46% | +200+1.3% | Added |
| Insight Inv LLC | 15,355 | $2.29M | 2.24% | +70+0.5% | Added |
| RMR Wealth Builders | 15,371 | $2.29M | 0.32% | +536+3.6% | Added |
| Delta Financial Advisors LLC | 15,379 | $2.29M | 0.99% | −170−1.1% | Reduced |
| Cassaday & Co Wealth Management LLC | 15,384 | $2.29M | 0.08% | +283+1.9% | Added |
| Edmp, Inc. | 15,474 | $2.31M | 2.10% | −37−0.2% | Reduced |
| Leibman Financial Services, Inc. | 15,513 | $2.31M | 1.93% | +15,513 | New |
| TrueMark Investments, LLC | 15,520 | $2.31M | 2.30% | +15,520 | New |
| Arrow Financial Corp | 15,547 | $2.32M | 0.24% | −517−3.2% | Reduced |
| ICA Group Wealth Management, LLC | 15,549 | $2.32M | 0.52% | +493+3.3% | Added |
| Sentinel Trust Co Lba | 15,601 | $2.33M | 0.31% | 00.0% | Unchanged |
| Smith Chas P & Associates Pa Cpas | 15,599 | $2.33M | 0.15% | +1,287+9.0% | Added |
| Gunn & Co Investment Management, Inc. | 15,599 | $2.33M | 0.15% | +13,859+796.5% | Added |