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 |
|---|---|---|---|---|---|
| Source Financial Advisors LLC | 2,046 | $305.2K | 0.09% | −181−8.1% | Reduced |
| Northwest Wealth Management, LLC | 2,048 | $305.5K | 0.09% | −2,387−53.8% | Reduced |
| Cantor Fitzgerald, L. P. | 2,051 | $305.9K | 0.07% | −184,506−98.9% | Reduced |
| Client 1st Advisory Group, LLC | 2,056 | $306.7K | 0.15% | −1,462−41.6% | Reduced |
| Acorn Financial Advisory Services Inc | 2,052 | $306.7K | 0.05% | +393+23.7% | Added |
| Capital Insight Partners, LLC | 2,062 | $307.6K | 0.06% | −73−3.4% | Reduced |
| Spinnaker Investment Group, LLC | 2,067 | $308.3K | 0.09% | +107+5.5% | Added |
| SRS Capital Advisors, Inc. | 2,079 | $310.1K | 0.03% | −1,602−43.5% | Reduced |
| Compass Financial Group, INC | 2,080 | $310.2K | 0.08% | −10−0.5% | Reduced |
| CGC Financial Services, LLC | 2,081 | $310.4K | 0.14% | +359+20.8% | Added |
| KWB Wealth | 2,081 | $310.4K | 0.04% | 00.0% | Unchanged |
| Marks Group Wealth Management, Inc | 2,083 | $310.7K | 0.04% | +106+5.4% | Added |
| Community Bank of Raymore | 2,087 | $311.3K | 0.14% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 2,088 | $311.6K | 0.12% | −38−1.8% | Reduced |
| Northwest Investment Counselors, LLC | 2,090 | $311.8K | 0.08% | +132+6.7% | Added |
| Cedar Wealth Management, LLC | 2,091 | $311.9K | 0.11% | +100+5.0% | Added |
| GDS Wealth Management | 2,094 | $312.3K | 0.04% | +447+27.1% | Added |
| Archvest Wealth Advisors, Inc. | 2,103 | $313.7K | 0.24% | −221−9.5% | Reduced |
| Altfest L J & Co Inc | 2,103 | $314.0K | 0.05% | +2+0.1% | Added |
| Blackston Financial Advisory Group, LLC | 2,110 | $314.7K | 0.20% | +30+1.4% | Added |
| Wooster Corthell Wealth Management, Inc. | 2,117 | $315.8K | 0.08% | 00.0% | Unchanged |
| Rede Wealth, LLC | 2,119 | $316.0K | 0.15% | −81−3.7% | Reduced |
| Interchange Capital Partners, LLC | 2,104 | $316.2K | 0.24% | −475−18.4% | Reduced |
| First Citizens Financial Corp | 2,120 | $316.2K | 0.20% | 00.0% | Unchanged |
| Partners in Financial Planning | 2,124 | $316.8K | 0.07% | 00.0% | Unchanged |
| DLK Investment Management, LLC | 2,124 | $316.8K | 0.14% | +2,124 | New |
| Norris Perne & French LLP | 2,129 | $317.6K | 0.02% | +75+3.7% | Added |
| Knightsbridge Asset Management, LLC | 2,137 | $318.7K | 0.09% | +137+6.9% | Added |
| Adamsbrown Wealth Consultants LLC | 2,139 | $319.1K | 0.14% | +340+18.9% | Added |
| Garrett Wealth Advisory Group, LLC | 2,140 | $319.2K | 0.13% | +10+0.5% | Added |
| Global X Japan Co., Ltd. | 2,141 | $319.4K | 0.18% | +2,141 | New |
| RTD Financial Advisors, Inc. | 2,147 | $320.2K | 0.04% | +2,147 | New |
| Financial Perspectives, Inc | 2,154 | $321.2K | 0.13% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 1,906 | $321.4K | 0.19% | +724+61.3% | Added |
| Texas Capital Bank Wealth Management Services Inc | 2,156 | $321.6K | 0.04% | −72−3.2% | Reduced |
| Diker Management LLC | 2,156 | $321.6K | 0.27% | 00.0% | Unchanged |
| Edmonds Duncan Registered Investment Advisors, LLC | 2,158 | $321.9K | 0.08% | 00.0% | Unchanged |
| Weil Company, Inc. | 2,162 | $322.5K | 0.14% | +101+4.9% | Added |
| Werba Rubin Papier Wealth Management | 2,165 | $322.9K | 0.11% | −174−7.4% | Reduced |
| Aft, Forsyth & Company, Inc. | 2,169 | $323.5K | 0.20% | −75−3.3% | Reduced |
| Yoder Wealth Management, Inc. | 2,169 | $323.5K | 0.23% | +23+1.1% | Added |
| Verum Partners LLC | 2,171 | $323.8K | 0.13% | −179−7.6% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 2,170 | $324.0K | 0.01% | +2,170 | New |
| Matisse Capital | 2,174 | $324.3K | 0.17% | −166−7.1% | Reduced |
| Old North State Wealth Management, LLC | 2,173 | $324.4K | 0.24% | +826+61.3% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 2,181 | $325.3K | 0.14% | +347+18.9% | Added |
| Kohmann Bosshard Financial Services, LLC | 2,186 | $326.0K | 0.05% | +10.0% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 2,241 | $326.5K | 0.21% | +265+13.4% | Added |
| Nadler Financial Group, Inc. | 2,196 | $327.6K | 0.04% | +9+0.4% | Added |
| Archetype Wealth Partners | 2,209 | $329.0K | 0.06% | −399−15.3% | Reduced |
| Terra Nova Asset Management LLC | 2,209 | $329.6K | 0.29% | −2,723−55.2% | Reduced |
| Kelly Financial Services LLC | 2,210 | $329.7K | 0.13% | +93+4.4% | Added |
| Park Edge Advisors, LLC | 2,211 | $329.8K | 0.11% | −43−1.9% | Reduced |
| Security National Bank of Sioux City Iowa | 2,213 | $330.1K | 0.25% | −100−4.3% | Reduced |
| Etfidea, LLC | 2,214 | $330.2K | 0.12% | +10.0% | Added |
| Legacy Edge Advisors, LLC | 2,214 | $330.2K | 0.08% | +2,214 | New |
| LWMG, LLC | 2,218 | $330.8K | 0.08% | +70+3.3% | Added |
| Wharton Business Group, LLC | 2,219 | $331.0K | 0.02% | 00.0% | Unchanged |
| Bank Pictet & Cie (Asia) Ltd | 2,220 | $331.1K | 0.08% | −420−15.9% | Reduced |
| GEM Asset Management, LLC | 2,228 | $332.3K | 0.23% | 00.0% | Unchanged |
| Interactive Financial Advisors | 2,376 | $332.6K | 0.22% | +1,140+92.2% | Added |
| Palisades Hudson Asset Management, L.P. | 2,231 | $333.0K | 0.16% | −3−0.1% | Reduced |
| Fountainhead AM, LLC | 2,234 | $333.3K | 0.09% | +194+9.5% | Added |
| Wilkins Investment Counsel Inc | 2,235 | $333.4K | 0.08% | −25−1.1% | Reduced |
| Sandy Cove Advisors, LLC | 2,236 | $333.5K | 0.17% | −531−19.2% | Reduced |
| Financial Advisors, LLC | 2,237 | $333.6K | 0.07% | 00.0% | Unchanged |
| Solstein Capital, LLC | 2,240 | $334.1K | 0.25% | 00.0% | Unchanged |
| Kure Advisory, LLC | 2,245 | $334.9K | 0.17% | −57−2.5% | Reduced |
| Custom Index Systems, LLC | 2,253 | $336.1K | 0.21% | +2,253 | New |
| ShoreHaven Wealth Partners, LLC | 2,253 | $336.1K | 0.20% | +65+3.0% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 2,259 | $337.0K | 0.07% | 00.0% | Unchanged |
| Meixler Investment Management, Ltd. | 2,263 | $337.5K | 0.28% | −418−15.6% | Reduced |
| Mason & Associates Inc | 2,265 | $337.8K | 0.10% | 00.0% | Unchanged |
| Midwest Heritage Bank, FSB | 2,267 | $338.2K | 0.23% | −133−5.5% | Reduced |
| Clare Market Investments LLC | 2,268 | $338.3K | 0.12% | +2,268 | New |
| Garden State Investment Advisory Services LLC | 2,269 | $338.6K | 0.14% | +18+0.8% | Added |
| REAP Financial Group, LLC | 2,271 | $338.8K | 0.10% | +2,271 | New |
| Lakeside Advisors, INC. | 2,272 | $338.8K | 0.24% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 2,273 | $339.1K | 0.17% | −274−10.8% | Reduced |
| Mango Investments LLC | 2,275 | $339.3K | 0.21% | +2,275 | New |
| Loomis Sayles & Co L P | 2,277 | $340.0K | 0.00% | −104−4.4% | Reduced |
| S&T Bank | 2,281 | $340.0K | 0.06% | +42+1.9% | Added |
| Bowman & Co S.C. | 2,280 | $340.1K | 0.24% | 00.0% | Unchanged |
| Regency Capital Management Inc. | 2,285 | $340.8K | 0.23% | −8,670−79.1% | Reduced |
| Southern Capital Advisors, LLC | 2,295 | $342.4K | 0.24% | −10.0% | Reduced |
| Eukles Asset Management | 2,299 | $342.9K | 0.16% | −31−1.3% | Reduced |
| O'Dell Group, LLC | 2,303 | $343.5K | 0.09% | −14−0.6% | Reduced |
| Financial Security Advisor, Inc. | 2,305 | $343.8K | 0.14% | +42+1.9% | Added |
| Johnson Bixby & Associates, LLC | 2,310 | $344.6K | 0.07% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 2,312 | $344.9K | 0.04% | −15−0.6% | Reduced |
| Shayne & Co., LLC | 2,314 | $345.2K | 0.11% | 00.0% | Unchanged |
| Riverwater Partners LLC | 2,319 | $345.9K | 0.27% | −188−7.5% | Reduced |
| Kerntke Otto McGlone Wealth Management Group | 2,324 | $346.8K | 0.35% | +38+1.7% | Added |
| Inceptionr LLC | 2,327 | $347.1K | 0.25% | −4,025−63.4% | Reduced |
| Tucker Asset Management LLC | 2,331 | $347.7K | 0.09% | +331+16.6% | Added |
| Berry Wealth Group, LP | 2,333 | $348.0K | 0.32% | +2,333 | New |
| Warwick Investment Management, Inc. | 2,338 | $348.7K | 0.10% | +2,338 | New |
| Ssi Investment Management LLC | 2,355 | $351.3K | 0.03% | −8−0.3% | Reduced |
| Catalina Capital Group, LLC | 2,356 | $351.4K | 0.27% | +2,356 | New |
| Crane Advisory, LLC | 2,338 | $351.6K | 0.08% | 00.0% | Unchanged |