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 |
|---|---|---|---|---|---|
| First Fiduciary Investment Counsel, Inc. | 1,823 | $272.0K | 0.06% | 00.0% | Unchanged |
| Luts & Greenleigh Group, Inc | 1,826 | $272.3K | 0.34% | +30+1.7% | Added |
| N.E.W. Advisory Services LLC | 1,826 | $272.4K | 0.03% | +1,826 | New |
| Capital Advisors, Ltd. LLC | 1,834 | $274.0K | 0.04% | +64+3.6% | Added |
| Steigerwald, Gordon & Koch Inc. | 1,838 | $274.2K | 0.04% | −201−9.9% | Reduced |
| Yeomans Consulting Group, Inc. | 1,838 | $274.2K | 0.14% | +1,838 | New |
| Indie Asset Partners, LLC | 1,840 | $274.5K | 0.25% | +258+16.3% | Added |
| KFG Wealth Management, LLC | 1,840 | $274.5K | 0.13% | 00.0% | Unchanged |
| Watershed Private Wealth LLC | 1,842 | $274.7K | 0.15% | −325−15.0% | Reduced |
| Atalanta Sosnoff Capital, LLC | 1,842 | $274.8K | 0.01% | +1,842 | New |
| KKM Financial LLC | 1,843 | $274.9K | 0.17% | +1,843 | New |
| Regis Acquisition Inc. | 1,844 | $275.0K | 0.11% | 00.0% | Unchanged |
| McLean Asset Management Corp | 1,830 | $275.3K | 0.10% | −113−5.8% | Reduced |
| Saturna Capital CORP | 1,852 | $276.2K | 0.00% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 1,854 | $276.5K | 0.16% | −93−4.8% | Reduced |
| Von Berge Wealth Management Group, LLC | 1,879 | $276.7K | 0.21% | −76−3.9% | Reduced |
| Ariston Services Group | 1,858 | $277.1K | 0.27% | +1,858 | New |
| Focused Wealth Management, Inc | 1,860 | $277.4K | 0.05% | +3+0.2% | Added |
| Austin Wealth Management, LLC | 1,794 | $277.4K | 0.07% | +5+0.3% | Added |
| Ade, LLC | 1,860 | $277.4K | 0.19% | 00.0% | Unchanged |
| Three Seasons Wealth, LLC | 1,860 | $277.4K | 0.24% | +84+4.7% | Added |
| Signet Financial Management, LLC | 1,866 | $278.4K | 0.04% | +5+0.3% | Added |
| Crown Wealth Group, LLC | 1,869 | $278.8K | 0.17% | +217+13.1% | Added |
| Dash Acquisitions Inc. | 1,930 | $278.9K | 0.10% | −1,350−41.2% | Reduced |
| Summit Wealth Partners, LLC | 1,873 | $279.4K | 0.06% | 00.0% | Unchanged |
| Constitution Capital LLC | 1,876 | $279.8K | 0.17% | −200−9.6% | Reduced |
| Mainsail Asset Management, LLC | 1,876 | $279.8K | 0.26% | +1,876 | New |
| Affinity Investment Advisors, LLC | 1,878 | $280.1K | 0.19% | 00.0% | Unchanged |
| TFC Financial Management | 1,878 | $280.2K | 0.06% | +27+1.5% | Added |
| Fiduciary Planning LLC | 1,879 | $280.2K | 0.12% | +1+0.1% | Added |
| Terril Brothers, Inc. | 1,879 | $280.3K | 0.10% | +2+0.1% | Added |
| Franklin, Parlapiano, Turner & Welch, LLC | 1,880 | $280.4K | 0.08% | 00.0% | Unchanged |
| Lockerman Financial Group, Inc. | 1,882 | $280.7K | 0.65% | +105+5.9% | Added |
| Armbruster Capital Management, Inc. | 1,888 | $281.6K | 0.06% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 1,890 | $281.9K | 0.02% | −165−8.0% | Reduced |
| Christensen, King & Associates Investment Services, Inc. | 1,891 | $282.1K | 0.15% | +1,891 | New |
| AllSquare Wealth Management LLC | 1,898 | $283.1K | 0.17% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 1,899 | $283.2K | 0.26% | −43−2.2% | Reduced |
| Heritage Wealth Management, Inc. | 1,899 | $283.2K | 0.31% | +1,899 | New |
| Innova Wealth Partners | 1,900 | $283.4K | 0.24% | −700−26.9% | Reduced |
| Peachtree Investment Partners, LLC | 1,902 | $283.7K | 0.12% | +3+0.2% | Added |
| Theory Financial LLC | 1,903 | $283.9K | 0.15% | 00.0% | Unchanged |
| Verus Financial Partners, Inc. | 1,907 | $284.4K | 0.04% | +138+7.8% | Added |
| Juncture Wealth Strategies, LLC | 1,910 | $284.9K | 0.13% | −176−8.4% | Reduced |
| Morris Retirement Advisors, LLC | 1,911 | $285.1K | 0.19% | −2,582−57.5% | Reduced |
| Tidemark, LLC | 1,911 | $285.1K | 0.18% | +1,911 | New |
| James J. Burns & Company, LLC | 1,914 | $286.0K | 0.07% | +1,914 | New |
| Riverview Trust Co | 1,921 | $286.5K | 0.29% | 00.0% | Unchanged |
| Sara-Bay Financial | 1,931 | $288.0K | 0.14% | 00.0% | Unchanged |
| Idaho Trust Bank | 1,932 | $288.2K | 0.17% | −500−20.6% | Reduced |
| Tyler-Stone Wealth Management | 1,934 | $288.5K | 0.14% | +10+0.5% | Added |
| Charles Schwab Investment Advisory, Inc. | 1,935 | $288.7K | 0.00% | +293+17.8% | Added |
| Israel Discount Bank of New York | 1,946 | $290.3K | 0.23% | −38−1.9% | Reduced |
| Meridian Wealth Partners, LLC | 1,950 | $290.9K | 0.06% | −156−7.4% | Reduced |
| Instrumental Wealth, LLC | 2,008 | $291.0K | 0.31% | −305−13.2% | Reduced |
| Carl Stuart Investment Advisor, Inc | 1,954 | $291.5K | 0.20% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc./Texas | 1,957 | $291.9K | 0.21% | +245+14.3% | Added |
| Circle Wealth Management, LLC | 1,961 | $292.5K | 0.01% | −126−6.0% | Reduced |
| Westpac Banking Corp | 1,962 | $292.7K | 0.02% | −3,383−63.3% | Reduced |
| Texas Capital Bancshares Inc | 1,963 | $292.8K | 0.16% | −15−0.8% | Reduced |
| Socha Financial Group, LLC | 1,964 | $292.9K | 0.14% | −315−13.8% | Reduced |
| Burt Wealth Advisors | 1,966 | $293.2K | 0.08% | 00.0% | Unchanged |
| Fort, L.P. | 1,968 | $293.5K | 0.73% | −54−2.7% | Reduced |
| Willner & Heller, LLC | 1,970 | $293.8K | 0.33% | +1,970 | New |
| Silverleafe Capital Partners, LLC | 1,971 | $294.0K | 0.14% | +7+0.4% | Added |
| Blossom Wealth Management | 1,971 | $294.0K | 0.79% | +402+25.6% | Added |
| Richardson Financial Services Inc. | 1,972 | $294.1K | 0.26% | +1,972 | New |
| JSF Financial, LLC | 1,979 | $295.2K | 0.10% | −401−16.8% | Reduced |
| True Link Financial Advisors, LLC | 1,979 | $295.2K | 0.03% | +7+0.4% | Added |
| Kensington Investment Counsel, LLC | 1,984 | $295.9K | 0.16% | −179−8.3% | Reduced |
| Parisi Gray Wealth Management | 1,984 | $296.0K | 0.12% | −108−5.2% | Reduced |
| Wealth Advisors of Iowa, LLC | 1,986 | $296.2K | 0.20% | +110+5.9% | Added |
| Coulter & Justus Financial Services, LLC | 1,988 | $296.5K | 0.20% | +205+11.5% | Added |
| Insight Advisors, LLC | 1,991 | $296.9K | 0.06% | −11−0.5% | Reduced |
| German American Bancorp, Inc. | 1,996 | $297.7K | 0.04% | +715+55.8% | Added |
| MB, Levis & Associates, LLC | 2,000 | $298.3K | 0.17% | +11+0.6% | Added |
| Quinn Opportunity Partners LLC | 2,000 | $298.3K | 0.03% | −1,710−46.1% | Reduced |
| BigSur Wealth Management LLC | 2,000 | $298.3K | 0.14% | 00.0% | Unchanged |
| Slow Capital, Inc. | 2,000 | $298.3K | 0.05% | 00.0% | Unchanged |
| Credit Capital Investments LLC | 2,000 | $298.3K | 0.42% | +2,000 | New |
| Torno Capital, LLC | 2,000 | $298.3K | 0.31% | +2,000 | New |
| Security National Bank of So Dak | 2,004 | $298.9K | 0.20% | 00.0% | Unchanged |
| US Asset Management LLC | 2,006 | $299.0K | 0.30% | +2,006 | New |
| Patriot Investment Management Inc. | 2,007 | $299.4K | 0.03% | 00.0% | Unchanged |
| Keystone Financial Services | 2,007 | $299.4K | 0.14% | +56+2.9% | Added |
| Signal Advisors Wealth, LLC | 2,010 | $299.8K | 0.10% | +2,010 | New |
| IVC Wealth Advisors LLC | 2,012 | $300.1K | 0.19% | −555−21.6% | Reduced |
| Claris Advisors, LLC | 2,012 | $300.1K | 0.17% | 00.0% | Unchanged |
| Northcape Wealth Management, LLC | 2,012 | $300.1K | 0.11% | +250+14.2% | Added |
| Bellecapital International Ltd. | 2,013 | $300.3K | 0.07% | +2,013 | New |
| Abich Financial Wealth Management LLC | 2,013 | $300.3K | 0.29% | +2,013 | New |
| Broadleaf Partners, LLC | 2,015 | $300.6K | 0.09% | 00.0% | Unchanged |
| Transatlantique Private Wealth LLC | 2,016 | $300.7K | 0.14% | 00.0% | Unchanged |
| Gratus Wealth Advisors, LLC | 2,019 | $301.2K | 0.06% | +2,019 | New |
| Trust Co of the South | 2,022 | $301.5K | 0.08% | +2,022 | New |
| Eagle Bay Advisors LLC | 2,023 | $301.7K | 0.19% | −830−29.1% | Reduced |
| Sonata Capital Group Inc | 2,028 | $302.0K | 0.15% | −100−4.7% | Reduced |
| Unionview, LLC | 2,035 | $303.5K | 0.27% | −71−3.4% | Reduced |
| Northwest Capital Management Inc | 2,039 | $304.2K | 0.10% | +29+1.4% | Added |
| Lewis Asset Management, LLC | 2,046 | $305.1K | 0.28% | +2,046 | New |