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 |
|---|---|---|---|---|---|
| Lloyd Advisory Services, LLC. | 2,705 | $403.4K | 0.19% | −4,400−61.9% | Reduced |
| Falcon Wealth Planning | 2,705 | $403.5K | 0.07% | +465+20.8% | Added |
| waypoint wealth counsel | 2,708 | $404.0K | 0.34% | −647−19.3% | Reduced |
| David R. Rahn & Associates Inc. | 2,713 | $404.7K | 0.17% | 00.0% | Unchanged |
| WESPAC Advisors SoCal, LLC | 2,714 | $404.7K | 0.12% | −26,960−90.9% | Reduced |
| Wealthstream Advisors, Inc. | 2,722 | $406.0K | 0.17% | +981+56.3% | Added |
| Stillwater Capital Advisors, LLC | 2,723 | $406.2K | 0.07% | +54+2.0% | Added |
| Plan Group Financial, LLC | 2,732 | $407.4K | 0.36% | −1,779−39.4% | Reduced |
| UMA Financial Services, Inc. | 2,865 | $408.2K | 0.09% | −56−1.9% | Reduced |
| Fiducient Advisors LLC | 2,737 | $408.3K | 0.08% | +1,395+103.9% | Added |
| TNF LLC | 2,743 | $408.9K | 0.16% | +10.0% | Added |
| Aspen Grove Capital, LLC | 2,724 | $409.6K | 0.12% | 00.0% | Unchanged |
| Abel Hall, LLC | 2,753 | $410.6K | 0.35% | +2,753 | New |
| Denver Wealth Management, Inc. | 2,753 | $410.7K | 0.23% | +22+0.8% | Added |
| Atwater Malick LLC | 2,755 | $410.9K | 0.16% | 00.0% | Unchanged |
| Towercrest Capital Management | 2,761 | $411.8K | 0.07% | −19−0.7% | Reduced |
| Seven Mile Advisory | 2,766 | $412.5K | 0.36% | +247+9.8% | Added |
| Jag Capital Management, LLC | 2,766 | $412.6K | 0.06% | −261−8.6% | Reduced |
| Roman Butler Fullerton & Co | 2,775 | $413.9K | 0.16% | +151+5.8% | Added |
| E Fund Management Co., Ltd. | 2,782 | $415.0K | 0.03% | +13+0.5% | Added |
| Straight Path Wealth Management | 2,791 | $416.3K | 0.24% | +170+6.5% | Added |
| Occidental Asset Management, LLC | 2,792 | $416.5K | 0.09% | −130−4.4% | Reduced |
| L & S Advisors Inc | 2,799 | $417.5K | 0.05% | +1,128+67.5% | Added |
| First Personal Financial Services | 2,814 | $419.7K | 0.10% | 00.0% | Unchanged |
| Maia Wealth LLC | 2,822 | $420.9K | 0.17% | +2,822 | New |
| Abacus Wealth Partners, LLC | 2,838 | $423.3K | 0.07% | −234−7.6% | Reduced |
| Blueprint Investment Partners LLC | 2,838 | $423.4K | 0.12% | −446−13.6% | Reduced |
| Shepherd Financial Partners LLC | 2,850 | $425.1K | 0.06% | +107+3.9% | Added |
| Vista Capital Partners, Inc. | 2,852 | $425.4K | 0.06% | +71+2.6% | Added |
| Washburn Capital Management, Inc. | 2,852 | $425.4K | 0.32% | −1,015−26.2% | Reduced |
| Harvest Investment Services, LLC | 2,863 | $427.0K | 0.20% | −59−2.0% | Reduced |
| Banco BTG Pactual S.A. | 2,859 | $428.2K | 0.10% | +317+12.5% | Added |
| Alta Wealth Advisors LLC | 2,875 | $428.8K | 0.24% | −5,996−67.6% | Reduced |
| HF Advisory Group, LLC | 2,875 | $428.8K | 0.27% | +551+23.7% | Added |
| Private Ocean, LLC | 2,876 | $429.0K | 0.04% | +188+7.0% | Added |
| Planned Solutions, Inc. | 2,886 | $430.4K | 0.20% | +52+1.8% | Added |
| KPP Advisory Services LLC | 2,886 | $430.5K | 0.38% | −864−23.0% | Reduced |
| Financial Network Wealth Advisors LLC | 2,886 | $430.5K | 0.46% | +2,886 | New |
| Kuhn & Co Investment Counsel | 2,909 | $433.9K | 0.44% | +2,909 | New |
| Punch & Associates Investment Management, Inc. | 2,911 | $434.2K | 0.03% | −22−0.8% | Reduced |
| Joule Financial, LLC | 2,917 | $435.1K | 0.20% | −48−1.6% | Reduced |
| Prentice Wealth Management LLC | 2,919 | $435.4K | 0.17% | +353+13.8% | Added |
| White Wing Wealth Management | 2,922 | $436.8K | 0.40% | +2,922 | New |
| Financial Insights, Inc. | 2,950 | $440.0K | 0.14% | +77+2.7% | Added |
| Total Investment Management Inc | 2,952 | $440.3K | 0.06% | −255−8.0% | Reduced |
| Summitry LLC | 2,961 | $441.6K | 0.03% | +537+22.2% | Added |
| Better Money Decisions, LLC | 2,962 | $441.8K | 0.37% | +95+3.3% | Added |
| Cabot Wealth Management Inc | 2,968 | $442.7K | 0.06% | 00.0% | Unchanged |
| Ledgewood Wealth Advisors, LLC | 2,968 | $442.7K | 0.41% | +2,968 | New |
| Compton Financial Group, LLC | 2,977 | $444.0K | 0.16% | 00.0% | Unchanged |
| Wealth Architects, LLC | 2,982 | $444.8K | 0.06% | −346−10.4% | Reduced |
| Scholtz & Company, LLC | 2,983 | $445.0K | 0.22% | +2,983 | New |
| Tempus Wealth Planning, LLC | 2,984 | $445.1K | 0.20% | −2−0.1% | Reduced |
| MJP Associates Inc | 2,988 | $445.7K | 0.12% | −469−13.6% | Reduced |
| Green Harvest Asset Management LLC | 2,989 | $445.8K | 0.01% | +1,209+67.9% | Added |
| Total Clarity Wealth Management, Inc. | 2,993 | $446.4K | 0.18% | +193+6.9% | Added |
| Ridgewood Investments LLC | 2,996 | $446.9K | 0.26% | +2,996 | New |
| Ashford Capital Management Inc | 2,996 | $446.9K | 0.06% | 00.0% | Unchanged |
| General Partner, Inc. | 2,994 | $447.1K | 0.38% | 00.0% | Unchanged |
| Accuvest Global Advisors | 2,998 | $447.2K | 0.48% | −348−10.4% | Reduced |
| DCM Advisors, LLC | 3,000 | $447.5K | 0.16% | +3,000 | New |
| Crown Oak Advisors, LLC | 3,000 | $447.5K | 0.26% | +3,000 | New |
| Stevens Capital Management LP | 3,001 | $448.0K | 0.11% | −6,730−69.2% | Reduced |
| Smith Shellnut Wilson LLC | 3,004 | $448.1K | 0.26% | −120−3.8% | Reduced |
| Heartland Bank & Trust Co | 3,006 | $448.4K | 0.31% | −3,200−51.6% | Reduced |
| WealthTrust Asset Management, LLC | 3,024 | $451.0K | 0.38% | +1,018+50.7% | Added |
| Midwest Financial Group LLC | 3,031 | $452.0K | 0.34% | +402+15.3% | Added |
| Revolve Wealth Partners, LLC | 3,036 | $452.8K | 0.09% | −694−18.6% | Reduced |
| Geller Advisors LLC | 3,043 | $453.9K | 0.04% | +880+40.7% | Added |
| Campbell Wealth Management | 3,051 | $455.0K | 0.05% | −8−0.3% | Reduced |
| WESPAC Advisors, LLC | 3,051 | $455.1K | 0.32% | −265−8.0% | Reduced |
| Hilltop Partners LLC | 3,065 | $457.2K | 0.18% | +1,805+143.3% | Added |
| BetterWealth, LLC | 3,070 | $457.9K | 0.16% | +9+0.3% | Added |
| FirstPurpose Wealth LLC | 3,071 | $458.1K | 0.17% | +41+1.4% | Added |
| Tortoise Investment Management, LLC | 3,079 | $459.2K | 0.06% | −1,311−29.9% | Reduced |
| Lazari Capital Management, Inc. | 3,083 | $459.9K | 0.26% | +932+43.3% | Added |
| Wedge Capital Management L L P | 3,088 | $460.6K | 0.01% | 00.0% | Unchanged |
| Holistic Financial Partners | 3,088 | $460.6K | 0.28% | +381+14.1% | Added |
| Sunpointe, LLC | 3,110 | $463.9K | 0.59% | +3,110 | New |
| Red Mountain Financial, LLC | 3,125 | $466.1K | 0.72% | +3,125 | New |
| Bruce G. Allen Investments, LLC | 3,126 | $466.3K | 0.42% | +3,126 | New |
| Traveka Wealth, LLC | 3,132 | $467.2K | 0.24% | +3,132 | New |
| Pinnacle Wealth Management Group, Inc. | 3,133 | $467.3K | 0.38% | −150−4.6% | Reduced |
| Trail Ridge Investment Advisors, LLC | 3,140 | $468.4K | 0.29% | 00.0% | Unchanged |
| Morton Capital Management LLC | 3,143 | $468.8K | 0.14% | +69+2.2% | Added |
| Nikulski Financial, Inc. | 3,143 | $468.8K | 0.17% | −165−5.0% | Reduced |
| Valley National Advisers Inc | 3,148 | $469.0K | 0.07% | +56+1.8% | Added |
| Elmwood Wealth Management, Inc. | 3,151 | $470.0K | 0.33% | −258−7.6% | Reduced |
| MinichMacGregor Wealth Management, LLC | 3,152 | $470.2K | 0.14% | +18+0.6% | Added |
| Kennedy Investment Group | 3,152 | $470.2K | 0.26% | +478+17.9% | Added |
| Baker Boyer National Bank | 3,153 | $470.3K | 0.17% | −1,670−34.6% | Reduced |
| Legacy Capital Group California, Inc. | 3,153 | $470.3K | 0.18% | +3,153 | New |
| Fairfield Financial Advisors, LTD | 3,158 | $471.1K | 0.18% | +1,396+79.2% | Added |
| Marino, Stram & Associates LLC | 3,163 | $471.9K | 0.12% | −99−3.0% | Reduced |
| Sovereign Financial Group, Inc. | 3,176 | $473.7K | 0.14% | −734−18.8% | Reduced |
| Eagle Harbor Asset Management Inc | 3,178 | $474.0K | 0.55% | +1,295+68.8% | Added |
| Deseret Mutual Benefit Administrators | 3,182 | $474.6K | 0.27% | −558−14.9% | Reduced |
| Crumly & Associates Inc. | 3,184 | $474.9K | 0.14% | −542−14.5% | Reduced |
| Gries Financial LLC | 3,191 | $476.0K | 0.10% | −900−22.0% | Reduced |
| Horan Securities, Inc. | 3,192 | $476.1K | 0.24% | +18+0.6% | Added |