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 |
|---|---|---|---|---|---|
| Quantum Financial Advisors, LLC | 3,198 | $477.0K | 0.12% | −1,010−24.0% | Reduced |
| Hohimer Wealth Management, LLC | 3,202 | $477.6K | 0.12% | −445−12.2% | Reduced |
| Philip James Wealth Mangement, LLC | 3,207 | $478.3K | 0.37% | +3,207 | New |
| RWM Asset Management, LLC | 3,177 | $478.6K | 0.09% | +7+0.2% | Added |
| Acorn Creek Capital LLC | 3,224 | $480.9K | 0.21% | +3,224 | New |
| Axiom Advisory, LLC | 3,228 | $481.5K | 0.39% | +57+1.8% | Added |
| Sunflower Bank, N.A. | 3,231 | $481.9K | 0.11% | +479+17.4% | Added |
| Wela Strategies, Inc. | 3,233 | $482.2K | 0.26% | +283+9.6% | Added |
| Private Capital Management LLC | 3,236 | $482.6K | 0.12% | +512+18.8% | Added |
| Greenwich Wealth Management LLC | 3,238 | $483.0K | 0.05% | −650−16.7% | Reduced |
| HFR Wealth Management, LLC | 3,238 | $483.0K | 0.13% | +180+5.9% | Added |
| Berger Financial Group, Inc | 3,238 | $483.0K | 0.05% | +29+0.9% | Added |
| Heritage Financial Services, LLC | 3,246 | $484.2K | 0.08% | +1,212+59.6% | Added |
| Probity Advisors, Inc. | 3,255 | $485.5K | 0.11% | −173−5.0% | Reduced |
| Hara Capital LLC | 3,256 | $485.7K | 0.34% | +3,256 | New |
| Commonwealth Financial Services, LLC | 3,263 | $486.8K | 0.11% | +14+0.4% | Added |
| One Degree Advisors Inc | 3,194 | $487.0K | 0.25% | +3,194 | New |
| One Wealth Advisors, LLC | 3,267 | $487.3K | 0.09% | −41−1.2% | Reduced |
| Tranquility Partners, LLC | 3,268 | $487.5K | 0.20% | +246+8.1% | Added |
| Hartline Investment Corp | 3,271 | $487.9K | 0.08% | −90−2.7% | Reduced |
| Capstone Financial Advisors, Inc. | 3,282 | $489.6K | 0.04% | −647−16.5% | Reduced |
| Strategic Investment Solutions, Inc. | 3,284 | $489.8K | 0.08% | −138,850−97.7% | Reduced |
| Pacifica Partners Inc. | 3,429 | $489.8K | 0.24% | +103+3.1% | Added |
| Ocean Capital Management, LLC | 3,300 | $492.2K | 0.20% | 00.0% | Unchanged |
| MEMBERS Trust Co | 3,290 | $492.7K | 0.01% | −51−1.5% | Reduced |
| Ellerson Group Inc | 3,307 | $493.3K | 0.43% | 00.0% | Unchanged |
| Chatham Capital Group, Inc. | 3,318 | $494.9K | 0.10% | 00.0% | Unchanged |
| Howard Financial Services, Ltd. | 3,318 | $495.0K | 0.10% | +177+5.6% | Added |
| Gibson Capital, LLC | 3,320 | $495.2K | 0.12% | +3,320 | New |
| Carlson Capital Management | 3,325 | $496.0K | 0.03% | +18+0.5% | Added |
| St. Louis Trust Co | 3,335 | $497.4K | 0.09% | −374−10.1% | Reduced |
| Lanham O'Dell & Company, Inc. | 3,339 | $498.0K | 0.35% | +154+4.8% | Added |
| Vanguard Capital Wealth Advisors | 3,340 | $498.2K | 0.40% | −195−5.5% | Reduced |
| Renasant Bank | 3,350 | $499.7K | 0.40% | +36+1.1% | Added |
| Financial Synergies Wealth Advisors, Inc. | 2,785 | $499.9K | 0.08% | −2,636−48.6% | Reduced |
| Fulcrum Equity Management | 3,363 | $501.6K | 0.62% | +21+0.6% | Added |
| Capital Square, LLC | 3,373 | $503.3K | 0.57% | −285−7.8% | Reduced |
| Birchbrook, Inc. | 3,384 | $504.8K | 0.33% | +3,384 | New |
| Chemistry Wealth Management LLC | 3,388 | $505.4K | 0.15% | −2−0.1% | Reduced |
| Heirloom Wealth Management | 3,395 | $506.4K | 0.19% | −266−7.3% | Reduced |
| Elevatus Welath Management | 3,399 | $507.0K | 0.23% | +608+21.8% | Added |
| Charles Carroll Financial Partners, LLC | 3,400 | $507.1K | 0.55% | −3,400−50.0% | Reduced |
| AFS Financial Group, LLC | 3,406 | $508.0K | 0.48% | −5,895−63.4% | Reduced |
| Planning Capital Management Corp | 3,410 | $508.6K | 0.40% | +3,410 | New |
| Pictet Bank & Trust Ltd | 3,410 | $508.6K | 0.52% | −450−11.7% | Reduced |
| Beaird Harris Wealth Management, LLC | 3,415 | $509.3K | 0.05% | +69+2.1% | Added |
| Wagner Wealth Management, LLC | 3,416 | $509.5K | 0.17% | −947−21.7% | Reduced |
| Sax Wealth Advisors, LLC | 3,417 | $509.7K | 0.08% | −258−7.0% | Reduced |
| Select Asset Management & Trust | 3,417 | $510.0K | 0.25% | −136−3.8% | Reduced |
| Almanack Investment Partners, LLC. | 3,420 | $510.1K | 0.09% | +357+11.7% | Added |
| Florida Financial Advisors, LLC | 3,420 | $510.2K | 0.47% | +3,420 | New |
| Resolute Wealth Strategies, LLC | 3,424 | $510.7K | 0.35% | −71−2.0% | Reduced |
| National Philanthropic Trust | 3,425 | $510.9K | 0.01% | +3,425 | New |
| Sachetta, LLC | 3,429 | $511.5K | 0.24% | +3,429 | New |
| BCJ Capital Management, LLC | 3,430 | $511.7K | 0.04% | −626−15.4% | Reduced |
| Rock Point Advisors, LLC | 3,435 | $512.4K | 0.16% | +100+3.0% | Added |
| CJM Wealth Advisers, Ltd. | 3,438 | $512.7K | 0.23% | +23+0.7% | Added |
| McAdam, LLC | 3,440 | $513.2K | 0.04% | −92−2.6% | Reduced |
| Zhang Financial LLC | 3,441 | $513.3K | 0.04% | +142+4.3% | Added |
| Legacy Trust | 3,444 | $513.7K | 0.13% | +143+4.3% | Added |
| Sage Rhino Capital LLC | 3,453 | $515.0K | 0.13% | −156−4.3% | Reduced |
| Icapital Wealth LLC | 3,459 | $515.9K | 0.33% | 00.0% | Unchanged |
| Wescott Financial Advisory Group, LLC | 3,459 | $516.0K | 0.07% | +334+10.7% | Added |
| TSFG, LLC | 3,459 | $516.0K | 0.16% | −14−0.4% | Reduced |
| RVW Wealth, LLC | 3,469 | $517.4K | 0.06% | +55+1.6% | Added |
| ODonnell Financial Services, LLC | 3,472 | $517.9K | 0.26% | 00.0% | Unchanged |
| Wealthstar Advisors, LLC | 3,474 | $518.2K | 0.19% | −29−0.8% | Reduced |
| Avion Wealth | 3,487 | $520.0K | 0.15% | −584−14.3% | Reduced |
| Rather & Kittrell, Inc. | 3,491 | $520.7K | 0.18% | +277+8.6% | Added |
| Lokken Investment Group LLC | 3,494 | $521.2K | 0.29% | −2,806−44.5% | Reduced |
| Strategic Financial Services, Inc, | 3,498 | $521.8K | 0.04% | −1,350−27.8% | Reduced |
| Fca Corp | 3,500 | $522.1K | 0.18% | 00.0% | Unchanged |
| W.G. Shaheen & Associates DBA Whitney & Co | 3,514 | $524.1K | 0.07% | −91−2.5% | Reduced |
| D L Carlson Investment Group Inc | 3,419 | $528.1K | 0.11% | −94−2.7% | Reduced |
| Consilium Wealth Advisory, LLC | 3,541 | $528.2K | 0.32% | +1,943+121.6% | Added |
| Riversedge Advisors, LLC | 3,549 | $529.3K | 0.15% | −662−15.7% | Reduced |
| Perritt Capital Management Inc | 3,548 | $529.4K | 0.30% | −449−11.2% | Reduced |
| Purus Wealth Management, LLC | 3,556 | $530.4K | 0.31% | +271+8.2% | Added |
| Palumbo Wealth Management LLC | 3,560 | $531.1K | 0.27% | +586+19.7% | Added |
| EMC Capital Management | 3,577 | $534.0K | 0.36% | 00.0% | Unchanged |
| Guinness Atkinson Asset Management Inc | 3,582 | $534.3K | 0.27% | −240−6.3% | Reduced |
| McBroom & Associates, LLC | 3,597 | $536.5K | 0.39% | −6−0.2% | Reduced |
| Tower Wealth Partners, Inc. | 3,601 | $537.1K | 0.38% | +12+0.3% | Added |
| Toth Financial Advisory Corp | 3,603 | $537.4K | 0.07% | 00.0% | Unchanged |
| Mustard Seed Financial, LLC | 3,609 | $538.3K | 0.61% | +3,609 | New |
| Carolinas Wealth Consulting LLC | 20,421 | $538.5K | 0.12% | +217+1.1% | Added |
| TCP Asset Management, LLC | 3,615 | $539.2K | 0.20% | 00.0% | Unchanged |
| BSW Wealth Partners | 3,622 | $540.2K | 0.11% | −8−0.2% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 3,629 | $541.3K | 0.17% | −200−5.2% | Reduced |
| Charter Research & Investment Group, Inc. | 3,630 | $541.5K | 0.45% | 00.0% | Unchanged |
| Brave Asset Management Inc | 3,632 | $541.7K | 0.15% | 00.0% | Unchanged |
| LaSalle St. Investment Advisors, LLC | 3,634 | $542.1K | 0.36% | −19−0.5% | Reduced |
| Xcel Wealth Management, LLC | 3,635 | $542.2K | 0.19% | −225−5.8% | Reduced |
| Virtus ETF Advisers LLC | 3,638 | $542.6K | 0.34% | −1,068−22.7% | Reduced |
| Key Client Fiduciary Advisors, LLC | 3,639 | $542.7K | 0.32% | −573−13.6% | Reduced |
| Strait & Sound Wealth Management LLC | 3,795 | $543.1K | 0.34% | −160−4.0% | Reduced |
| Aviso Wealth Management | 3,644 | $543.5K | 0.39% | +3,644 | New |
| Vertex Planning Partners, LLC | 3,645 | $543.7K | 0.16% | +3,645 | New |
| Financial Advisory Group | 3,649 | $544.3K | 0.10% | −20−0.5% | Reduced |
| Peirce Capital Management, LLC | 3,652 | $544.7K | 0.33% | +3,652 | New |