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 |
|---|---|---|---|---|---|
| Middleton & Co Inc | 20,712 | $3.09M | 0.39% | −1,835−8.1% | Reduced |
| TTP Investments, Inc. | 20,750 | $3.10M | 1.33% | +538+2.7% | Added |
| Quadcap Wealth Management, LLC | 20,798 | $3.10M | 0.80% | +20,798 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 20,798 | $3.10M | 0.19% | −2,104−9.2% | Reduced |
| Gilliland Jeter Wealth Management LLC | 20,834 | $3.11M | 1.29% | +20,834 | New |
| Wealth Alliance Advisory Group, LLC | 20,834 | $3.11M | 0.81% | +2,965+16.6% | Added |
| Checchi Capital Advisers, LLC | 20,902 | $3.12M | 0.25% | −2,768−11.7% | Reduced |
| Advisors Management Group Inc | 20,911 | $3.12M | 0.85% | +66+0.3% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 20,923 | $3.12M | 0.64% | +2,766+15.2% | Added |
| Shoker Investment Counsel, Inc. | 20,923 | $3.12M | 1.21% | +117+0.6% | Added |
| Cape Investment Advisory, Inc. | 20,939 | $3.12M | 1.53% | −1,950−8.5% | Reduced |
| Arlington Financial Advisors, LLC | 20,961 | $3.13M | 0.93% | −1,926−8.4% | Reduced |
| Cornerstone Wealth Management, LLC | 20,975 | $3.13M | 0.27% | −374−1.8% | Reduced |
| Independent Solutions Wealth Management, LLC | 20,976 | $3.13M | 0.80% | +3,783+22.0% | Added |
| Accurate Wealth Management, LLC | 21,625 | $3.14M | 0.98% | +521+2.5% | Added |
| Bowen Hanes & Co Inc | 21,076 | $3.14M | 0.09% | −1,025−4.6% | Reduced |
| HCR Wealth Advisors | 21,121 | $3.15M | 0.50% | +3,938+22.9% | Added |
| G&S Capital LLC | 21,233 | $3.17M | 1.50% | +230+1.1% | Added |
| Studio Investment Management LLC | 21,243 | $3.17M | 0.81% | +1,128+5.6% | Added |
| Golden State Equity Partners | 21,306 | $3.18M | 0.77% | +286+1.4% | Added |
| Financial Sense Advisors, Inc. | 21,392 | $3.19M | 1.20% | +279+1.3% | Added |
| Koshinski Asset Management, Inc. | 21,411 | $3.19M | 0.49% | −1,908−8.2% | Reduced |
| Massachusetts Wealth Management | 21,441 | $3.20M | 2.58% | +834+4.0% | Added |
| Beaton Management Co. Inc. | 21,459 | $3.20M | 1.92% | −170−0.8% | Reduced |
| International Assets Investment Management, LLC | 21,470 | $3.20M | 0.41% | +1,005+4.9% | Added |
| Syon Capital LLC | 21,474 | $3.20M | 0.33% | +3,402+18.8% | Added |
| Mitchell McLeod Pugh & Williams Inc | 21,534 | $3.21M | 0.85% | +351+1.7% | Added |
| BBR Partners, LLC | 21,546 | $3.21M | 0.33% | +228+1.1% | Added |
| Norway Savings Bank | 21,582 | $3.22M | 1.43% | −350−1.6% | Reduced |
| apricus wealth, LLC | 21,597 | $3.22M | 2.45% | +2,366+12.3% | Added |
| Liberty Wealth Management LLC | 21,610 | $3.22M | 0.69% | +1,266+6.2% | Added |
| Harbour Investments, Inc. | 21,615 | $3.22M | 0.13% | +3,261+17.8% | Added |
| Round Rock Advisors, LLC | 21,667 | $3.23M | 0.81% | +17,938+481.0% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 21,685 | $3.23M | 0.86% | −220−1.0% | Reduced |
| Kinloch Capital, LLC | 21,712 | $3.24M | 2.06% | −547−2.5% | Reduced |
| Robertson Stephens Wealth Management, LLC | 21,751 | $3.24M | 0.20% | −2,128−8.9% | Reduced |
| VeraBank, N.A. | 21,777 | $3.25M | 1.09% | −70−0.3% | Reduced |
| Whalerock Point Partners, LLC | 21,798 | $3.25M | 1.01% | −530−2.4% | Reduced |
| Guardian Investment Management | 21,803 | $3.25M | 2.76% | −159−0.7% | Reduced |
| Capital Asset Advisory Services LLC | 21,810 | $3.25M | 0.20% | +1,894+9.5% | Added |
| Lantz Financial LLC | 21,845 | $3.26M | 1.18% | +438+2.0% | Added |
| Asahi Life Asset Management Co., Ltd. | 21,948 | $3.27M | 1.80% | −12,884−37.0% | Reduced |
| Ruffer LLP | 22,000 | $3.28M | 0.12% | 00.0% | Unchanged |
| Brick & Kyle, Associates | 22,013 | $3.28M | 1.63% | −44−0.2% | Reduced |
| Sippican Capital Advisors | 22,124 | $3.30M | 2.59% | +2,261+11.4% | Added |
| Threadgill Financial, LLC | 22,143 | $3.30M | 2.19% | +892+4.2% | Added |
| Proequities, Inc. | 22,150 | $3.30M | 0.24% | −158−0.7% | Reduced |
| Delaney Dennis R | 22,163 | $3.31M | 1.96% | +2,595+13.3% | Added |
| Gifford Fong Associates | 22,200 | $3.31M | 0.70% | 00.0% | Unchanged |
| CMG Global Holdings, LLC | 21,463 | $3.32M | 2.41% | +3,410+18.9% | Added |
| Sigma Planning Corp | 22,230 | $3.32M | 0.26% | −25,041−53.0% | Reduced |
| Trifecta Capital Advisors, LLC | 22,232 | $3.32M | 0.92% | +1,737+8.5% | Added |
| Brighton Jones LLC | 22,326 | $3.33M | 0.14% | +740+3.4% | Added |
| Huber Capital Management LLC | 22,400 | $3.34M | 0.84% | +500+2.3% | Added |
| Belpointe Asset Management LLC | 22,541 | $3.36M | 0.30% | −2,382−9.6% | Reduced |
| Moody National Bank Trust Division | 22,556 | $3.36M | 0.26% | −21,677−49.0% | Reduced |
| Enterprise Bank & Trust Co | 22,573 | $3.37M | 1.20% | −1,036−4.4% | Reduced |
| Wright Investors Service Inc | 22,578 | $3.37M | 0.95% | −3,177−12.3% | Reduced |
| Wealthcare Advisory Partners LLC | 22,613 | $3.37M | 0.13% | −155−0.7% | Reduced |
| Brookmont Capital Management | 22,696 | $3.39M | 1.90% | +88+0.4% | Added |
| Legacy Advisors, LLC | 22,725 | $3.39M | 0.44% | −5,556−19.6% | Reduced |
| Webster Bank, N. A. | 22,792 | $3.40M | 0.42% | +847+3.9% | Added |
| Kavar Capital Partners Group, LLC | 22,892 | $3.41M | 0.38% | +16,423+253.9% | Added |
| Cottage Street Advisors LLC | 22,822 | $3.42M | 2.31% | +21,306+1,405.4% | Added |
| LS Investment Advisors, LLC | 22,929 | $3.42M | 0.59% | +4,097+21.8% | Added |
| Boltwood Capital Management | 22,948 | $3.42M | 1.13% | −170−0.7% | Reduced |
| Family Management Corp | 22,987 | $3.43M | 0.71% | +6,412+38.7% | Added |
| SageView Advisory Group, LLC | 22,847 | $3.43M | 0.15% | +10,924+91.6% | Added |
| GTS Securities LLC | 22,998 | $3.43M | 0.07% | +19,843+628.9% | Added |
| SG Americas Securities, LLC | 23,065 | $3.44M | 0.04% | −16,029−41.0% | Reduced |
| QV Investors Inc. | 23,087 | $3.44M | 0.31% | −630−2.7% | Reduced |
| Leonteq Securities AG | 23,107 | $3.45M | 0.44% | +14,214+159.8% | Added |
| Generali Powszechne Towarzystwo Emerytalne | 23,118 | $3.45M | 1.80% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 23,137 | $3.45M | 1.21% | +3,310+16.7% | Added |
| B & T Capital Management DBA Alpha Capital Management | 23,151 | $3.45M | 0.71% | +80+0.3% | Added |
| Bridge Creek Capital Management LLC | 23,154 | $3.45M | 1.20% | +218+1.0% | Added |
| Capricorn Fund Managers Ltd | 23,192 | $3.46M | 1.90% | +3,020+15.0% | Added |
| Atomi Financial Group, Inc. | 23,198 | $3.46M | 0.48% | +8,327+56.0% | Added |
| Greenline Partners, LLC | 23,222 | $3.46M | 0.59% | 00.0% | Unchanged |
| Weatherly Asset Management L. P. | 23,296 | $3.47M | 0.37% | −1,666−6.7% | Reduced |
| Knollwood Investment Advisory, LLC | 23,350 | $3.48M | 0.72% | +4,810+25.9% | Added |
| MidWestOne Financial Group, Inc. | 23,360 | $3.48M | 0.66% | +217+0.9% | Added |
| Rench Wealth Management, Inc. | 23,364 | $3.48M | 1.47% | +349+1.5% | Added |
| Waldron Private Wealth LLC | 23,436 | $3.50M | 0.17% | +1,013+4.5% | Added |
| Financial Advisory Partners, LLC | 23,448 | $3.50M | 1.27% | +611+2.7% | Added |
| Morton Community Bank | 23,499 | $3.51M | 1.15% | +23,499 | New |
| RKL Wealth Management LLC | 23,506 | $3.51M | 0.38% | +343+1.5% | Added |
| PFG Advisors | 23,509 | $3.51M | 0.28% | +87+0.4% | Added |
| Symphony Financial, Ltd. Co. | 24,313 | $3.51M | 0.75% | +7,383+43.6% | Added |
| Pathway Financial Advisers, LLC | 23,686 | $3.53M | 1.34% | +464+2.0% | Added |
| Signature Wealth Management Group | 23,709 | $3.54M | 1.63% | +23,709 | New |
| Pensionmark Financial Group, LLC | 23,710 | $3.54M | 0.46% | +12,415+109.9% | Added |
| KLCM Advisors, Inc. | 23,776 | $3.55M | 0.55% | +6,029+34.0% | Added |
| First Command Advisory Services, Inc. | 23,782 | $3.55M | 0.04% | +336+1.4% | Added |
| Investment Advisory Services Inc | 23,807 | $3.55M | 1.40% | +80+0.3% | Added |
| Mach-1 Financial Group, Inc. | 23,864 | $3.56M | 1.36% | +15,864+198.3% | Added |
| Alpha DNA Investment Management LLC | 23,865 | $3.56M | 2.12% | +16,570+227.1% | Added |
| Builder Investment Group Inc | 23,912 | $3.57M | 1.28% | +312+1.3% | Added |
| Diligent Investors, LLC | 23,962 | $3.57M | 0.98% | +341+1.4% | Added |
| North Star Investment Management Corp. | 23,966 | $3.57M | 0.27% | +5,485+29.7% | Added |