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 |
|---|---|---|---|---|---|
| Frisch Financial Group, Inc. | 2,357 | $352.0K | 0.13% | +141+6.4% | Added |
| Analyst IMS Investment Management Services Ltd. | 2,369 | $353.0K | 0.02% | +38+1.6% | Added |
| Sather Financial Group Inc | 2,367 | $353.1K | 0.03% | 00.0% | Unchanged |
| Private Wealth Advisors | 2,372 | $353.8K | 0.15% | −44−1.8% | Reduced |
| WESCAP Management Group, Inc. | 2,374 | $354.1K | 0.11% | −1,563−39.7% | Reduced |
| Taylor Hoffman Wealth Management | 2,375 | $354.3K | 0.16% | 00.0% | Unchanged |
| Alliance Wealth Advisors, LLC | 2,378 | $354.7K | 0.23% | +37+1.6% | Added |
| Vivaldi Capital Management, LLC | 2,355 | $354.7K | 0.11% | +2,355 | New |
| Petrus Trust Company, LTA | 2,386 | $355.9K | 0.03% | +960+67.3% | Added |
| MQS Management LLC | 2,389 | $356.3K | 0.20% | −2,861−54.5% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 2,394 | $357.0K | 0.25% | +179+8.1% | Added |
| Northstar Advisory Group, LLC | 2,395 | $357.2K | 0.21% | +78+3.4% | Added |
| Sierra Summit Advisors LLC | 2,403 | $358.4K | 0.10% | +2,403 | New |
| Grey Fox Wealth Advisors, LLC | 2,405 | $358.7K | 0.16% | −16−0.7% | Reduced |
| Mma Asset Management LLC | 2,407 | $359.0K | 0.19% | +2+0.1% | Added |
| Prospect Financial Services LLC | 2,416 | $360.4K | 0.36% | +2,416 | New |
| Chico Wealth RIA | 2,424 | $361.6K | 0.38% | 00.0% | Unchanged |
| Summit Wealth & Retirement Planning, Inc. | 2,425 | $361.7K | 0.15% | +716+41.9% | Added |
| Montz Harcus Wealth Management LLC | 2,427 | $362.0K | 0.28% | +131+5.7% | Added |
| Walkner Condon Financial Advisors LLC | 2,430 | $362.4K | 0.08% | +460+23.4% | Added |
| Alan B. Lancz & Associates, Inc. | 2,443 | $364.4K | 0.38% | 00.0% | Unchanged |
| Kahn Brothers Group Inc | 2,448 | $365.0K | 0.06% | −800−24.6% | Reduced |
| Unique Wealth Strategies, LLC | 2,452 | $365.7K | 0.24% | +2,452 | New |
| FSB Premier Wealth Management, Inc. | 2,454 | $366.0K | 0.18% | +415+20.4% | Added |
| Objective Capital Management, LLC | 2,456 | $366.3K | 0.28% | +75+3.1% | Added |
| Meridian Financial, LLC | 2,459 | $366.9K | 0.29% | +250+11.3% | Added |
| Lesa Sroufe & Co | 2,458 | $367.0K | 0.37% | −7−0.3% | Reduced |
| Carmel Capital Partners, LLC | 2,467 | $368.0K | 0.19% | −326−11.7% | Reduced |
| Westside Investment Management, Inc. | 2,469 | $368.3K | 0.09% | 00.0% | Unchanged |
| Western Financial Corp | 2,469 | $368.3K | 0.25% | +21+0.9% | Added |
| RS Crum Inc. | 2,470 | $368.4K | 0.11% | −2−0.1% | Reduced |
| Alliance Wealth Advisors, LLC | 2,480 | $369.9K | 0.12% | −480−16.2% | Reduced |
| Richwood Investment Advisors, LLC | 2,480 | $369.9K | 0.35% | −190−7.1% | Reduced |
| Schubert & Co | 2,486 | $370.8K | 0.34% | −207−7.7% | Reduced |
| Strategic Wealth Designers | 2,490 | $371.5K | 0.06% | +294+13.4% | Added |
| Cambridge Financial Group, LLC | 2,491 | $371.6K | 0.19% | +2,491 | New |
| Royal Capital Wealth Management, LLC | 2,493 | $371.9K | 0.32% | +12+0.5% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 2,495 | $372.0K | 0.12% | +148+6.3% | Added |
| Lee Financial Co | 2,496 | $372.3K | 0.07% | −108−4.1% | Reduced |
| Worth Financial Advisory Group, LLC | 2,497 | $372.5K | 0.30% | +10.0% | Added |
| Drexel Morgan & Co. | 2,500 | $372.9K | 0.09% | 00.0% | Unchanged |
| Breakwater Capital Group | 2,618 | $373.0K | 0.11% | +72+2.8% | Added |
| Beacon Bridge Wealth Partners, LLC | 2,504 | $373.5K | 0.19% | −136−5.2% | Reduced |
| Triune Financial Partners, LLC | 2,507 | $374.0K | 0.14% | +78+3.2% | Added |
| River Street Advisors LLC | 2,507 | $374.0K | 0.30% | +47+1.9% | Added |
| Granite Harbor Advisors, Inc. | 2,509 | $374.2K | 0.28% | +141+6.0% | Added |
| Acima Private Wealth, LLC | 2,510 | $374.4K | 0.15% | 00.0% | Unchanged |
| Madison Wealth Partners, Inc | 2,512 | $374.7K | 0.15% | −16−0.6% | Reduced |
| Partners Capital Investment Group, LLP | 2,516 | $375.3K | 0.01% | −1,874−42.7% | Reduced |
| Rosenbaum Jay D. | 2,516 | $375.3K | 0.97% | −2,644−51.2% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 2,522 | $376.1K | 0.11% | +38+1.5% | Added |
| Rocky Mountain Advisers, LLC | 2,527 | $376.9K | 0.13% | 00.0% | Unchanged |
| AAFCPAs Wealth Management, LLC | 2,528 | $377.1K | 0.23% | −7−0.3% | Reduced |
| Brogan Financial, Inc. | 2,532 | $377.7K | 0.28% | +26+1.0% | Added |
| OMNI 360 Wealth, Inc. | 2,543 | $379.3K | 0.35% | +2,543 | New |
| Goldstone Financial Group, LLC | 2,549 | $380.2K | 0.10% | +225+9.7% | Added |
| Legacy Financial Group, Inc. | 2,552 | $380.7K | 0.17% | −725−22.1% | Reduced |
| Alliance Wealth Management Group | 2,556 | $381.3K | 0.12% | +2,556 | New |
| Family Firm, Inc. | 2,557 | $381.4K | 0.10% | +22+0.9% | Added |
| Covestor Ltd | 2,559 | $382.0K | 0.26% | −1,070−29.5% | Reduced |
| New England Capital Financial Advisors LLC | 2,565 | $382.7K | 0.23% | +13+0.5% | Added |
| Horizon Wealth Management, LLC | 2,570 | $383.3K | 0.11% | +10+0.4% | Added |
| Sym Financial Corp | 2,578 | $384.5K | 0.06% | −53−2.0% | Reduced |
| LM Advisors LLC | 2,580 | $384.8K | 0.08% | +2,580 | New |
| Olistico Wealth, LLC | 2,580 | $384.9K | 0.30% | −68−2.6% | Reduced |
| NWK Group, Inc. | 2,585 | $385.6K | 0.20% | 00.0% | Unchanged |
| MN Wealth Advisors, LLC | 2,585 | $385.6K | 0.27% | +2,585 | New |
| LWM Advisory Services, LLC | 2,590 | $386.3K | 0.34% | +27+1.1% | Added |
| Novak & Powell Financial Services, Inc. | 2,595 | $387.1K | 0.26% | +2,595 | New |
| Fortem Financial Group, LLC | 2,596 | $387.1K | 0.19% | +758+41.2% | Added |
| Zimmermann Investment Management & Planning LLC | 2,597 | $387.4K | 0.16% | +173+7.1% | Added |
| MMBG Investment Advisors Co. | 2,600 | $387.8K | 0.05% | 00.0% | Unchanged |
| GFG Capital, LLC | 2,602 | $388.1K | 0.10% | +1,308+101.1% | Added |
| Long Run Wealth Advisors, LLC | 2,611 | $389.5K | 0.11% | +2,611 | New |
| Investment Partners Asset Management, Inc. | 2,611 | $389.5K | 0.39% | +2,611 | New |
| Essex LLC | 2,613 | $389.8K | 0.10% | −789−23.2% | Reduced |
| Silvant Capital Management LLC | 2,615 | $390.1K | 0.02% | 00.0% | Unchanged |
| Patrick M Sweeney & Associates, Inc | 2,618 | $390.5K | 0.36% | +2,618 | New |
| Malaga Cove Capital, LLC | 2,629 | $392.1K | 0.17% | −2−0.1% | Reduced |
| Apollon Financial, LLC | 2,639 | $393.7K | 0.16% | +2,639 | New |
| Modern Wealth Management, LLC | 2,641 | $394.0K | 0.05% | +2,641 | New |
| Kathmere Capital Management, LLC | 2,642 | $394.1K | 0.05% | +168+6.8% | Added |
| Revisor Wealth Management LLC | 2,645 | $394.5K | 0.45% | −2,315−46.7% | Reduced |
| RIA Advisory Group LLC | 2,646 | $394.7K | 0.19% | +135+5.4% | Added |
| Thrive Capital Management, LLC | 2,647 | $394.8K | 0.21% | −198−7.0% | Reduced |
| Princeton Capital Management LLC | 2,648 | $395.0K | 0.16% | +165+6.6% | Added |
| Firethorn Wealth Partners, LLC | 2,654 | $395.8K | 0.26% | +970+57.6% | Added |
| Aua Capital Management, LLC | 2,666 | $397.7K | 0.25% | −150−5.3% | Reduced |
| Silicon Valley Capital Partners | 2,668 | $398.0K | 0.07% | +137+5.4% | Added |
| West Coast Financial LLC | 2,670 | $398.3K | 0.05% | +153+6.1% | Added |
| Princeton Global Asset Management LLC | 2,673 | $398.6K | 0.10% | −23−0.9% | Reduced |
| Bell Investment Advisors, Inc | 2,675 | $399.0K | 0.08% | −181−6.3% | Reduced |
| Concorde Asset Management, LLC | 2,738 | $399.6K | 0.27% | +886+47.8% | Added |
| Sunburst Financial Group, LLC | 2,682 | $400.0K | 0.12% | +761+39.6% | Added |
| Advance Capital Management, Inc. | 2,690 | $401.3K | 0.03% | +125+4.9% | Added |
| Avenir Corp | 2,695 | $402.0K | 0.03% | +2,695 | New |
| Prairie Sky Financial Group LLC | 2,695 | $402.0K | 0.26% | −251−8.5% | Reduced |
| Pettinga Financial Advisors, LLC | 2,697 | $402.3K | 0.11% | +341+14.5% | Added |
| Blue Edge Capital, LLC | 2,700 | $402.7K | 0.08% | 00.0% | Unchanged |
| Ferguson Shapiro LLC | 2,701 | $403.0K | 0.19% | +90+3.4% | Added |