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 |
|---|---|---|---|---|---|
| Mine & Arao Wealth Creation & Management, LLC. | 1,351 | $201.6K | 0.11% | −7−0.5% | Reduced |
| Meritas Wealth Management, LLC | 1,353 | $201.8K | 0.15% | +20+1.5% | Added |
| Ullmann Financial Group, Inc. | 1,358 | $202.5K | 0.03% | +46+3.5% | Added |
| Front Row Advisors LLC | 1,358 | $202.6K | 0.09% | −8,285−85.9% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 1,358 | $202.6K | 0.06% | +1,358 | New |
| O'Keefe Stevens Advisory, Inc. | 1,360 | $202.9K | 0.08% | +116+9.3% | Added |
| Jacobsen Capital Management | 1,362 | $203.2K | 0.10% | −351−20.5% | Reduced |
| Breed's Hill Capital LLC | 1,363 | $203.3K | 0.20% | +1,363 | New |
| Clarity Capital Partners LLC | 1,364 | $203.5K | 0.14% | +1,364 | New |
| Northstar Group, Inc. | 1,365 | $203.7K | 0.04% | 00.0% | Unchanged |
| Armstrong Henry H Associates Inc | 1,367 | $203.9K | 0.02% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 1,372 | $204.6K | 0.02% | +116+9.2% | Added |
| Hilton Capital Management, LLC | 1,378 | $205.5K | 0.02% | −106−7.1% | Reduced |
| Chiron Capital Management, LLC | 1,378 | $205.5K | 0.18% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 1,377 | $205.9K | 0.13% | 00.0% | Unchanged |
| Empirical Asset Management, LLC | 1,381 | $206.0K | 0.17% | −2,690−66.1% | Reduced |
| Heritage Wealth Partners, LLC | 1,383 | $206.2K | 0.42% | −108−7.2% | Reduced |
| Parkside Advisors LLC | 1,383 | $206.2K | 0.06% | +6+0.4% | Added |
| LifePlan Investment Advisors, Inc. | 1,385 | $206.6K | 0.19% | +9+0.7% | Added |
| O'Rourke & Company, Inc | 1,390 | $207.0K | 0.13% | −354−20.3% | Reduced |
| R. W. Roge & Company, Inc. | 1,390 | $207.0K | 0.13% | 00.0% | Unchanged |
| Avalon Trust Co | 1,388 | $207.1K | 0.02% | +5+0.4% | Added |
| 1858 Wealth Management, LLC | 1,389 | $207.2K | 0.20% | +1,389 | New |
| Annandale Capital, LLC | 1,392 | $208.0K | 0.05% | −244−14.9% | Reduced |
| Sterling Investment Advisors LLC | 1,400 | $208.8K | 0.13% | 00.0% | Unchanged |
| Heritage Investment Group, Inc. | 1,401 | $209.0K | 0.05% | −240−14.6% | Reduced |
| First National Bank | 1,402 | $209.1K | 0.17% | −10−0.7% | Reduced |
| Aprio Wealth Management, LLC | 1,411 | $210.5K | 0.05% | −111−7.3% | Reduced |
| Fernwood Investment Management, LLC | 1,419 | $211.8K | 0.07% | 00.0% | Unchanged |
| Collaborative Wealth Managment Inc. | 1,427 | $212.8K | 0.12% | +3+0.2% | Added |
| PrairieView Partners, LLC | 1,429 | $213.0K | 0.03% | +509+55.3% | Added |
| VitalStone Financial, LLC | 1,432 | $214.0K | 0.17% | 00.0% | Unchanged |
| Diversified Investment Strategies, LLC | 1,436 | $214.1K | 0.16% | 00.0% | Unchanged |
| EPIQ Capital Group, LLC | 1,448 | $215.9K | 0.10% | +1,448 | New |
| Alpha Financial Partners, LLC | 1,452 | $216.5K | 0.21% | +171+13.3% | Added |
| Stephenson & Company, Inc. | 1,459 | $217.6K | 0.18% | +1,459 | New |
| 4J Wealth Management LLC | 1,462 | $218.1K | 0.20% | 00.0% | Unchanged |
| Hofer & Associates. Inc | 1,470 | $219.3K | 0.20% | +195+15.3% | Added |
| ForthRight Wealth Management, LLC | 1,471 | $219.4K | 0.08% | −5−0.3% | Reduced |
| PCG Wealth Advisors, LLC | 1,472 | $219.6K | 0.12% | +1,472 | New |
| Eagle Strategies LLC | 1,474 | $219.8K | 0.05% | −95−6.1% | Reduced |
| Harbor Group, Inc. | 1,475 | $219.9K | 0.06% | +1,475 | New |
| Continental Investors Services, Inc. | 1,480 | $220.7K | 0.57% | −19−1.3% | Reduced |
| Financial Advisory Corp | 1,479 | $221.0K | 0.10% | −117−7.3% | Reduced |
| 49 Wealth Management, LLC | 1,482 | $221.1K | 0.06% | +1,482 | New |
| American Financial Advisors, LLC | 1,483 | $221.2K | 0.03% | +8+0.5% | Added |
| Stonehearth Capital Management, LLC | 1,483 | $221.2K | 0.11% | 00.0% | Unchanged |
| PFS Partners, LLC | 1,483 | $221.2K | 0.15% | +108+7.9% | Added |
| Oakwell Private Wealth Management, LLC | 1,490 | $222.2K | 0.08% | 00.0% | Unchanged |
| Intrepid Capital Management Inc | 1,492 | $222.5K | 0.15% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 1,462 | $222.7K | 0.09% | −2,432−62.5% | Reduced |
| Triton Wealth Management, PLLC | 1,477 | $223.0K | 0.15% | +1+0.1% | Added |
| McMahon Financial Advisors, LLC | 1,497 | $223.3K | 0.06% | +1,497 | New |
| Davy Global Fund Management Ltd | 1,498 | $223.4K | 0.03% | −80−5.1% | Reduced |
| Check Capital Management Inc | 1,500 | $223.7K | 0.02% | −187−11.1% | Reduced |
| Financial Planning & Information Services, Inc. | 1,501 | $223.9K | 0.04% | 00.0% | Unchanged |
| CMT Capital Markets Trading GmbH | 1,500 | $224.0K | 0.16% | −507−25.3% | Reduced |
| Smith & Howard Wealth Management, LLC | 1,519 | $226.6K | 0.08% | 00.0% | Unchanged |
| Kesler, Norman & Wride, LLC | 1,519 | $226.6K | 0.05% | −3−0.2% | Reduced |
| Hill Island Financial LLC | 1,528 | $227.9K | 0.08% | +275+21.9% | Added |
| Atlas Capital Advisors LLC | 1,528 | $228.0K | 0.03% | −519−25.4% | Reduced |
| Sharkey, Howes & Javer | 1,530 | $228.2K | 0.04% | 00.0% | Unchanged |
| One Charles Private Wealth Services, LLC | 1,535 | $229.0K | 0.12% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 1,538 | $229.4K | 0.05% | −307−16.6% | Reduced |
| Cornerstone Advisors Asset Management, LLC | 1,540 | $229.7K | 0.09% | 00.0% | Unchanged |
| BCGM Wealth Management, LLC | 1,544 | $230.3K | 0.09% | +109+7.6% | Added |
| Opes Wealth Management LLC | 1,545 | $230.5K | 0.06% | +351+29.4% | Added |
| Slocum, Gordon & Co LLP | 1,547 | $230.8K | 0.20% | +200+14.8% | Added |
| Stone Point Wealth LLC | 1,549 | $231.0K | 0.09% | −47−2.9% | Reduced |
| Finivi Inc. | 1,550 | $231.1K | 0.23% | +1,550 | New |
| Tranquilli Financial Advisor LLC | 1,551 | $231.3K | 0.16% | −129−7.7% | Reduced |
| BCM Advisors, LLC | 1,543 | $231.6K | 0.06% | 00.0% | Unchanged |
| SNS Financial Group, LLC | 1,555 | $231.9K | 0.03% | −41−2.6% | Reduced |
| EWG Elevate Inc. | 1,560 | $232.7K | 0.10% | +6+0.4% | Added |
| REDW Wealth LLC | 1,562 | $232.9K | 0.07% | +69+4.6% | Added |
| Paradiem, LLC | 1,562 | $233.0K | 0.06% | −5−0.3% | Reduced |
| AIMZ Investment Advisors, LLC | 1,566 | $233.7K | 0.09% | 00.0% | Unchanged |
| Kooman & Associates | 1,567 | $233.7K | 0.10% | −183−10.5% | Reduced |
| Trust Co of Kansas | 1,572 | $234.0K | 0.13% | +290+22.6% | Added |
| Rebalance, LLC | 1,570 | $234.1K | 0.02% | +1,570 | New |
| Keystone Wealth Services, LLC | 1,570 | $234.2K | 0.08% | +4+0.3% | Added |
| AJOVista, LLC | 1,573 | $234.6K | 0.30% | +1,573 | New |
| Bluesphere Advisors, LLC | 1,574 | $234.8K | 0.15% | −217−12.1% | Reduced |
| Worth Asset Management, LLC | 1,576 | $235.1K | 0.17% | +1,576 | New |
| Ironsides Asset Advisors, LLC | 1,578 | $235.4K | 0.10% | +1,578 | New |
| Leverty Financial Group, LLC | 1,583 | $236.2K | 0.15% | −1−0.1% | Reduced |
| Sequent Asset Management, LLC | 1,589 | $237.0K | 0.14% | +1+0.1% | Added |
| Aldebaran Financial Inc. | 1,590 | $237.2K | 0.37% | 00.0% | Unchanged |
| Strategic Investment Advisors | 1,591 | $237.3K | 0.03% | −167−9.5% | Reduced |
| Bullseye Investment Management, LLC | 1,591 | $237.3K | 0.15% | −49−3.0% | Reduced |
| Raub Brock Capital Management LP | 1,601 | $238.8K | 0.05% | +7+0.4% | Added |
| Koss-Olinger Consulting, LLC | 1,602 | $239.0K | 0.02% | +153+10.6% | Added |
| Westshore Wealth, LLC | 1,602 | $239.0K | 0.11% | −31−1.9% | Reduced |
| Axiom Financial Strategies, LLC | 1,602 | $239.0K | 0.16% | +1,602 | New |
| G2 Capital Management, LLC | 1,606 | $239.6K | 0.08% | +1,606 | New |
| Howard Capital Management Inc. | 1,607 | $239.7K | 0.03% | +1,607 | New |
| Sterling Financial Planning, Inc. | 1,612 | $240.4K | 0.10% | 00.0% | Unchanged |
| Castleview Partners, LLC | 1,612 | $240.4K | 0.17% | +82+5.4% | Added |
| First International Bank & Trust | 1,613 | $240.6K | 0.09% | +1,613 | New |
| Invst, LLC | 1,579 | $240.6K | 0.03% | +27+1.7% | Added |