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 |
|---|---|---|---|---|---|
| Fort Point Capital Partners LLC | 15,605 | $2.33M | 0.36% | −22−0.1% | Reduced |
| Finer Wealth Management, Inc. | 15,664 | $2.34M | 1.74% | −413−2.6% | Reduced |
| Van Strum & Towne Inc. | 15,665 | $2.34M | 0.92% | +39+0.2% | Added |
| Leelyn Smith, LLC | 15,677 | $2.34M | 0.51% | −1,192−7.1% | Reduced |
| Nvest Financial, LLC | 15,726 | $2.35M | 1.84% | +1,843+13.3% | Added |
| Catalytic Wealth RIA, LLC | 15,736 | $2.35M | 1.06% | +15,736 | New |
| Cyndeo Wealth Partners, LLC | 15,803 | $2.36M | 0.22% | −137−0.9% | Reduced |
| Fiduciary Group LLC | 15,819 | $2.36M | 0.28% | −1,366−7.9% | Reduced |
| Concentric Capital Strategies, LP | 15,856 | $2.37M | 0.31% | +15,856 | New |
| Pinkerton Retirement Specialists, LLC | 15,920 | $2.37M | 0.46% | −217−1.3% | Reduced |
| CWA Asset Management Group, LLC | 15,954 | $2.38M | 0.16% | +3,333+26.4% | Added |
| Iat Reinsurance Co Ltd. | 16,000 | $2.39M | 0.44% | 00.0% | Unchanged |
| Clarius Group, LLC | 16,020 | $2.39M | 0.20% | −281−1.7% | Reduced |
| Adirondack Trust Co | 15,726 | $2.39M | 1.03% | +50.0% | Added |
| WealthTrust Axiom LLC | 16,094 | $2.40M | 0.80% | +166+1.0% | Added |
| Certified Advisory Corp | 16,120 | $2.40M | 0.36% | +68+0.4% | Added |
| Triangle Securities Wealth Management | 16,159 | $2.41M | 0.75% | +159+1.0% | Added |
| Wealth Alliance | 16,164 | $2.41M | 0.34% | +261+1.6% | Added |
| Van Cleef Asset Management,Inc | 16,165 | $2.41M | 0.34% | +10.0% | Added |
| Eisler Capital (US) LLC | 16,171 | $2.41M | 4.08% | +16,171 | New |
| Chilton Capital Management LLC | 16,180 | $2.41M | 0.12% | −40.0% | Reduced |
| Atlantic Trust, LLC | 16,201 | $2.42M | 0.66% | −1,142−6.6% | Reduced |
| Symmetry Partners, LLC | 16,251 | $2.43M | 0.13% | −25,846−61.4% | Reduced |
| Jeppson Wealth Management, LLC | 16,488 | $2.46M | 1.02% | +248+1.5% | Added |
| Chesapeake Wealth Management | 16,519 | $2.46M | 0.95% | −1,306−7.3% | Reduced |
| Raab & Moskowitz Asset Management LLC | 16,531 | $2.47M | 0.78% | +368+2.3% | Added |
| Saxon Interests, Inc. | 16,533 | $2.47M | 1.23% | +16,533 | New |
| Kampmann Melissa S. | 16,592 | $2.47M | 2.12% | 00.0% | Unchanged |
| Page Arthur B | 16,622 | $2.48M | 2.62% | +233+1.4% | Added |
| Main Street Financial Solutions, LLC | 16,631 | $2.48M | 0.32% | +217+1.3% | Added |
| Searle & Co. | 16,639 | $2.48M | 0.68% | +8,238+98.1% | Added |
| Lake Street Financial LLC | 16,663 | $2.49M | 0.39% | +828+5.2% | Added |
| Birch Hill Investment Advisors LLC | 16,667 | $2.49M | 0.13% | +100+0.6% | Added |
| Chicago Partners Investment Group LLC | 17,161 | $2.49M | 0.11% | +1,877+12.3% | Added |
| Coastal Investment Advisors, Inc. | 16,679 | $2.49M | 0.56% | +693+4.3% | Added |
| Grove Bank & Trust | 16,684 | $2.49M | 0.46% | −174−1.0% | Reduced |
| Sterling Investment Management, Inc. | 16,695 | $2.49M | 1.83% | +221+1.3% | Added |
| Modus Advisors, LLC | 16,709 | $2.49M | 1.01% | +591+3.7% | Added |
| Private Capital Advisors, Inc. | 16,763 | $2.50M | 0.38% | +160+1.0% | Added |
| Personal Cfo Solutions, LLC | 16,785 | $2.50M | 0.43% | +1,758+11.7% | Added |
| Bristlecone Advisors, LLC | 16,821 | $2.51M | 0.25% | +749+4.7% | Added |
| Delta Investment Management, LLC | 16,830 | $2.51M | 0.62% | +425+2.6% | Added |
| Bank of Stockton | 17,656 | $2.51M | 0.83% | +202+1.2% | Added |
| Midland Wealth Advisors LLC | 16,837 | $2.51M | 0.17% | +16,837 | New |
| Smith, Moore & Co. | 16,892 | $2.52M | 0.30% | −782−4.4% | Reduced |
| AIA Group Ltd | 16,901 | $2.52M | 0.10% | −3,346−16.5% | Reduced |
| Cohen Capital Management, Inc. | 16,908 | $2.52M | 0.48% | 00.0% | Unchanged |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 17,416 | $2.52M | 1.05% | +207+1.2% | Added |
| Sargent Investment Group, LLC | 16,991 | $2.53M | 0.56% | +2,138+14.4% | Added |
| Wealth Effects LLC | 16,995 | $2.54M | 0.95% | +5,026+42.0% | Added |
| Old Port Advisors | 17,010 | $2.54M | 0.84% | −1,091−6.0% | Reduced |
| Wealthsource Partners, LLC | 17,025 | $2.54M | 0.17% | −2,482−12.7% | Reduced |
| Joel Isaacson & Co., LLC | 17,026 | $2.54M | 0.16% | +102+0.6% | Added |
| CNB Bank | 17,037 | $2.54M | 1.36% | −496−2.8% | Reduced |
| Berkshire Bank | 17,051 | $2.54M | 0.67% | −979−5.4% | Reduced |
| Nicholas Hoffman & Company, LLC. | 17,100 | $2.55M | 0.15% | +842+5.2% | Added |
| Resurgent Financial Advisors LLC | 17,107 | $2.55M | 1.57% | +11+0.1% | Added |
| Wilkinson Global Asset Management LLC | 17,132 | $2.56M | 0.18% | 00.0% | Unchanged |
| South Street Advisors LLC | 17,150 | $2.56M | 0.48% | +20+0.1% | Added |
| Founders Financial Alliance, LLC | 17,151 | $2.56M | 0.99% | +161+0.9% | Added |
| Burney Co | 17,206 | $2.57M | 0.11% | +32+0.2% | Added |
| Verus Capital Partners, LLC | 17,228 | $2.57M | 0.31% | −1,367−7.4% | Reduced |
| Acropolis Investment Management, LLC | 17,242 | $2.57M | 0.18% | −315−1.8% | Reduced |
| Trueblood Wealth Management, LLC | 17,277 | $2.58M | 1.62% | +17,277 | New |
| Northstar Asset Management LLC | 17,288 | $2.58M | 0.68% | +100+0.6% | Added |
| Fielder Capital Group LLC | 17,332 | $2.59M | 1.56% | +17,332 | New |
| Garner Asset Management Corp | 16,947 | $2.59M | 1.31% | +5,436+47.2% | Added |
| Quadrant Private Wealth Management, LLC | 17,378 | $2.59M | 0.72% | +2,929+20.3% | Added |
| First National Advisers, LLC | 17,389 | $2.59M | 0.75% | +4,056+30.4% | Added |
| Imprint Wealth LLC | 17,437 | $2.60M | 2.09% | +315+1.8% | Added |
| Excalibur Management Corp | 17,453 | $2.60M | 1.22% | +664+4.0% | Added |
| Banco de Sabadell, S.A | 17,474 | $2.60M | 1.98% | −295−1.7% | Reduced |
| Evanson Asset Management, LLC | 17,480 | $2.61M | 0.22% | +244+1.4% | Added |
| Trustco Bank Corp N Y | 17,489 | $2.61M | 2.82% | +46+0.3% | Added |
| Redmond Asset Management, LLC | 17,541 | $2.62M | 0.84% | +2,130+13.8% | Added |
| Washington Trust Bank | 17,553 | $2.62M | 0.23% | −135−0.8% | Reduced |
| Marathon Trading Investment Management LLC | 17,589 | $2.62M | 0.51% | +16,128+1,103.9% | Added |
| Change Path, LLC | 17,601 | $2.63M | 0.17% | −511−2.8% | Reduced |
| Pallas Capital Advisors LLC | 17,600 | $2.63M | 0.14% | +10,077+133.9% | Added |
| Cooper Financial Group | 17,605 | $2.63M | 0.48% | −284−1.6% | Reduced |
| Marcum Wealth, LLC | 17,607 | $2.63M | 0.28% | −195−1.1% | Reduced |
| MONECO Advisors, LLC | 17,649 | $2.63M | 0.50% | +9,184+108.5% | Added |
| Roundview Capital LLC | 17,661 | $2.63M | 0.24% | −884−4.8% | Reduced |
| Owen LaRue, LLC | 17,673 | $2.64M | 2.51% | −511−2.8% | Reduced |
| West Oak Capital, LLC | 17,943 | $2.64M | 1.24% | −160−0.9% | Reduced |
| Paradigm Asset Management Co LLC | 17,728 | $2.64M | 0.70% | −500−2.7% | Reduced |
| Centre Asset Management, LLC | 17,731 | $2.65M | 0.64% | −2,533−12.5% | Reduced |
| Cohen Investment Advisors LLC | 17,777 | $2.65M | 1.95% | −1,449−7.5% | Reduced |
| Gotham Asset Management, LLC | 17,830 | $2.66M | 0.05% | −43,631−71.0% | Reduced |
| M Holdings Securities, Inc. | 17,831 | $2.66M | 0.30% | −1,192−6.3% | Reduced |
| Benin Management CORP | 17,846 | $2.66M | 0.91% | +461+2.7% | Added |
| Rehmann Capital Advisory Group | 17,867 | $2.67M | 0.22% | −868−4.6% | Reduced |
| Philadelphia Trust Co | 17,876 | $2.67M | 0.25% | −1,044−5.5% | Reduced |
| Concord Asset Management, LLC | 17,879 | $2.67M | 0.78% | +7,114+66.1% | Added |
| PGGM Investments | 17,904 | $2.67M | 0.04% | −14,311−44.4% | Reduced |
| Providence Capital Advisors, LLC | 17,935 | $2.68M | 0.64% | −600−3.2% | Reduced |
| Qtron Investments LLC | 17,948 | $2.68M | 0.44% | −2,298−11.4% | Reduced |
| Dorsey & Whitney Trust CO LLC | 17,963 | $2.68M | 0.21% | +2,339+15.0% | Added |
| Clear Harbor Asset Management, LLC | 17,966 | $2.68M | 0.26% | +663+3.8% | Added |
| Liberty One Investment Management, LLC | 17,976 | $2.68M | 0.33% | +1,284+7.7% | Added |