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 |
|---|---|---|---|---|---|
| Centurion Wealth Management LLC | 1,616 | $241.0K | 0.10% | −159−9.0% | Reduced |
| Vawter Financial, Ltd. | 1,617 | $241.2K | 0.19% | +157+10.8% | Added |
| Peak Financial Management, Inc. | 1,617 | $241.2K | 0.08% | +381+30.8% | Added |
| Burns Matteson Capital Management, LLC | 1,618 | $241.3K | 0.17% | −3,886−70.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 1,620 | $241.6K | 0.00% | −13,414−89.2% | Reduced |
| Regal Wealth Group, Inc. | 1,606 | $241.9K | 0.15% | 00.0% | Unchanged |
| Capital Wealth Alliance, LLC | 1,622 | $241.9K | 0.17% | −60−3.6% | Reduced |
| H&H Retirement Design & Management INC | 1,571 | $242.0K | 0.15% | −18−1.1% | Reduced |
| Fortis Capital Advisors, LLC | 1,623 | $242.1K | 0.13% | +21+1.3% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 1,624 | $242.2K | 0.12% | −454−21.8% | Reduced |
| Manchester Financial Inc | 1,625 | $242.4K | 0.07% | +21+1.3% | Added |
| Dakota Community Bank & Trust NA | 1,626 | $242.5K | 1.36% | +2+0.1% | Added |
| Acas, LLC | 1,626 | $242.6K | 0.28% | +2+0.1% | Added |
| Guardian Asset Advisors, LLC | 1,631 | $243.2K | 0.23% | +1,631 | New |
| Demars Financial Group, LLC | 1,631 | $243.3K | 0.13% | 00.0% | Unchanged |
| Landaas & Co | 1,638 | $244.0K | 0.09% | 00.0% | Unchanged |
| ASB Consultores, LLC | 1,639 | $244.5K | 0.08% | −456−21.8% | Reduced |
| Cahill Financial Advisors Inc | 1,639 | $244.5K | 0.04% | +21+1.3% | Added |
| Simplicity Wealth,LLC | 1,640 | $244.6K | 0.09% | +1,640 | New |
| Biltmore Family Office, LLC | 1,644 | $245.1K | 0.05% | 00.0% | Unchanged |
| Columbus Macro, LLC | 1,652 | $245.3K | 0.10% | −5−0.3% | Reduced |
| Trinity Financial Advisors LLC | 1,645 | $245.3K | 0.12% | +11+0.7% | Added |
| First Wilshire Securities Management Inc | 1,650 | $246.0K | 0.08% | 00.0% | Unchanged |
| Semus Wealth Partners LLC | 1,650 | $246.1K | 0.20% | +34+2.1% | Added |
| Miller Wealth Advisors, LLC | 1,653 | $246.5K | 0.16% | +10+0.6% | Added |
| Mezzasalma Advisors, LLC | 1,654 | $246.7K | 0.13% | −293−15.0% | Reduced |
| Phoenix Wealth Advisors | 1,653 | $247.1K | 0.17% | −423−20.4% | Reduced |
| Aufman Associates Inc | 1,657 | $247.2K | 0.19% | −47−2.8% | Reduced |
| Divergent Planning, LLC | 1,655 | $247.4K | 0.12% | 00.0% | Unchanged |
| Perfromance Wealth Partners, LLC | 1,659 | $247.5K | 0.01% | +68+4.3% | Added |
| Liberty Capital Management, Inc. | 1,660 | $247.6K | 0.06% | +28+1.7% | Added |
| International Private Wealth Advisors LLC | 1,664 | $248.2K | 0.25% | +1,664 | New |
| Ballast, Inc. | 1,665 | $248.4K | 0.09% | −318−16.0% | Reduced |
| Penbrook Management LLC | 1,665 | $248.4K | 0.17% | +65+4.1% | Added |
| Spectrum Wealth Counsel, LLC | 1,666 | $248.5K | 0.03% | +1,666 | New |
| Lakeshore Financial Planning, Inc. | 1,667 | $248.7K | 0.14% | −368−18.1% | Reduced |
| Websterrogers Financial Advisors, LLC | 1,668 | $248.9K | 0.10% | +1,668 | New |
| Unique Wealth, LLC | 1,669 | $249.0K | 0.08% | +101+6.4% | Added |
| Balanced Wealth Group LLC | 1,673 | $249.6K | 0.13% | +1,673 | New |
| Detalus Advisors, LLC | 1,675 | $249.8K | 0.10% | +388+30.1% | Added |
| Live Oak Investment Partners | – | $250.4K | 0.23% | – | – |
| Founders Capital Management, LLC | 1,680 | $250.6K | 0.05% | +175+11.6% | Added |
| Waypoint Capital Advisors, LLC | 1,687 | $251.6K | 0.07% | +368+27.9% | Added |
| Northwest Financial Advisors | 1,692 | $252.4K | 0.21% | +1,692 | New |
| Longview Financial Advisors, Inc. | 1,694 | $252.7K | 0.20% | +1,694 | New |
| Garde Capital, Inc. | 1,693 | $253.0K | 0.02% | +630+59.3% | Added |
| Montis Financial, LLC | 1,697 | $253.2K | 0.15% | −110−6.1% | Reduced |
| Bishop & Co Investment Management, LLC | 1,697 | $253.2K | 0.11% | +1,697 | Added |
| Seneca Financial Advisors LLC | 1,698 | $253.3K | 0.15% | −129−7.1% | Reduced |
| Sugarloaf Wealth Management, LLC | 1,699 | $253.4K | 0.06% | −1,422−45.6% | Reduced |
| RF&L Wealth Management, LLC | 1,700 | $253.6K | 0.21% | 00.0% | Unchanged |
| Denali Advisors LLC | 1,700 | $253.6K | 0.08% | +1,700 | New |
| ArrowMark Colorado Holdings LLC | 1,700 | $253.6K | 0.00% | +1,700 | New |
| Camelot Portfolios, LLC | 1,701 | $253.7K | 0.15% | +1,701 | New |
| Naples Money Management LLC | 1,709 | $254.9K | 0.24% | +1,709 | New |
| Bank of Nova Scotia Trust Co | 1,716 | $256.0K | 0.03% | 00.0% | Unchanged |
| Sykon Capital LLC | 1,718 | $256.3K | 0.10% | 00.0% | Unchanged |
| Resource Consulting Group Inc | 1,724 | $257.2K | 0.04% | +1,724 | New |
| Pathway Financial Advisors LLC | 1,725 | $257.3K | 0.07% | +88+5.4% | Added |
| WCM Investment Management, LLC | 1,720 | $257.6K | 0.00% | +1,720 | New |
| Martel Wealth Advisors Inc | 1,728 | $257.7K | 0.06% | +1,728 | New |
| Nalls Sherbakoff Group, LLC | 1,729 | $257.9K | 0.23% | +25+1.5% | Added |
| Gilman Hill Asset Management, LLC | 1,732 | $258.3K | 0.05% | +194+12.6% | Added |
| Family Investment Center, Inc. | 1,732 | $258.4K | 0.13% | +1+0.1% | Added |
| Basepoint Wealth LLC | 1,738 | $259.2K | 0.21% | +446+34.5% | Added |
| Allegiance Financial Group Advisory Services LLC | 1,739 | $259.4K | 0.12% | −10−0.6% | Reduced |
| Walker Financial Services, Inc. | 1,741 | $259.6K | 0.27% | +254+17.1% | Added |
| Arbor Investment Advisors, LLC | 1,744 | $260.1K | 0.04% | 00.0% | Unchanged |
| Cary Street Partners Asset Management LLC | 1,746 | $260.4K | 0.04% | +13+0.8% | Added |
| Private Client Services, LLC | 1,746 | $260.4K | 0.21% | +1,746 | New |
| Mattern Capital Management, LLC | 1,748 | $260.7K | 0.04% | −190−9.8% | Reduced |
| Ambassador Advisors, LLC | 1,712 | $260.8K | 0.06% | −465−21.4% | Reduced |
| Marotta Asset Management | 1,755 | $261.8K | 0.06% | +16+0.9% | Added |
| Gallacher Capital Management LLC | 1,755 | $261.8K | 0.15% | −1,053−37.5% | Reduced |
| Capstone Capital Wealth Advisors | 1,759 | $262.4K | 0.26% | +1,759 | New |
| Providence Wealth Advisors, LLC | 18,583 | $262.5K | 0.31% | +4,558+32.5% | Added |
| Oder Investment Management, LLC | 1,762 | $262.8K | 0.26% | +3+0.2% | Added |
| Planning Alternatives Ltd | 1,763 | $262.9K | 0.05% | 00.0% | Unchanged |
| Investment Advisory Group, LLC | 1,764 | $263.1K | 0.12% | −20−1.1% | Reduced |
| Smart Portfolios, LLC | 1,735 | $263.9K | 0.31% | +1,735 | New |
| MV Capital Management, Inc. | 1,770 | $264.0K | 0.03% | −33−1.8% | Reduced |
| Insight Wealth Partners, LLC | 1,776 | $264.9K | 0.20% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1,779 | $265.4K | 0.25% | −240−11.9% | Reduced |
| Yarger Wealth Strategies, LLC | 1,782 | $265.8K | 0.21% | +325+22.3% | Added |
| Syntegra Private Wealth Group, LLC | 1,784 | $266.1K | 0.04% | +534+42.7% | Added |
| Kendall Capital Management | 1,788 | $266.7K | 0.10% | 00.0% | Unchanged |
| Investors Research Corp | 1,789 | $266.8K | 0.06% | +20+1.1% | Added |
| Bensler, LLC | 1,791 | $267.1K | 0.04% | −72−3.9% | Reduced |
| Bigelow Investment Advisors, LLC | 1,791 | $267.1K | 0.14% | −153−7.9% | Reduced |
| NDVR, Inc. | 1,791 | $267.2K | 0.32% | +1,791 | New |
| WealthBridge Capital Management, LLC | 1,794 | $267.6K | 0.10% | +125+7.5% | Added |
| Sage Capital Management, LLC | 1,799 | $268.3K | 0.16% | +1,799 | New |
| Curated Wealth Partners LLC | 1,804 | $269.1K | 0.04% | −282−13.5% | Reduced |
| Braun-Bostich & Associates Inc. | 1,808 | $269.7K | 0.24% | +1,808 | New |
| Beddow Capital Management Inc | 1,810 | $270.0K | 0.13% | +285+18.7% | Added |
| Wetzel Investment Advisors, Inc. | 1,812 | $270.0K | 0.17% | +1,812 | New |
| Chartwell Investment Partners, LLC | 1,814 | $271.0K | 0.01% | +1,814 | New |
| IAG Wealth Partners, LLC | 1,817 | $271.0K | 0.06% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 1,817 | $271.1K | 0.26% | +1,817 | New |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 1,821 | $271.6K | 0.12% | 00.0% | Unchanged |