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
- 3,477
- +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
- 1,305 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 | 4,311 | $298.0B |
| Q4 2025 | 3,993 | $223.3B |
| Q3 2025 | 3,802 | $225.3B |
| Q2 2025 | 3,707 | $189.0B |
| Q1 2025 | 3,825 | $222.9B |
| Q4 2024 | 3,764 | $194.0B |
| Q3 2024 | 3,487 | $198.0B |
| Q2 2024 | 3,510 | $214.0B |
| Q1 2024 | 3,522 | $212.7B |
| Q4 2023 | 3,477 | $200.3B |
| Q3 2023 | 3,338 | $222.6B |
| Q2 2023 | 3,285 | $205.0B |
| Q1 2023 | 3,272 | $217.1B |
| Q4 2022 | 3,288 | $243.6B |
| Q3 2022 | 3,056 | $195.7B |
| Q2 2022 | 3,060 | $198.4B |
| Q1 2022 | 3,070 | $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 |
|---|---|---|---|---|---|
| Sage Capital Advisors,llc | 38,189 | $5.70M | 1.84% | −62−0.2% | Reduced |
| Sound View Wealth Advisors Group, LLC | 38,163 | $5.69M | 0.63% | +1,019+2.7% | Added |
| Sandy Spring Bank | 38,107 | $5.68M | 0.28% | −437−1.1% | Reduced |
| Cornercap Investment Counsel Inc | 38,079 | $5.68M | 0.93% | +23,416+159.7% | Added |
| Geneos Wealth Management Inc. | 38,072 | $5.68M | 0.28% | −570−1.5% | Reduced |
| Vestmark Advisory Solutions, Inc. | 38,054 | $5.68M | 0.29% | +777+2.1% | Added |
| Financial Advocates Investment Management | 37,936 | $5.66M | 0.37% | −11,240−22.9% | Reduced |
| Principal Securities, Inc. | 37,928 | $5.66M | 0.21% | +37,928 | New |
| IFP Advisors, Inc | 37,927 | $5.66M | 0.27% | −3,677−8.8% | Reduced |
| S&CO Inc | 37,833 | $5.64M | 0.43% | −3,016−7.4% | Reduced |
| Windle Wealth, LLC | 37,669 | $5.62M | 3.94% | −508−1.3% | Reduced |
| Thompson Investment Management, Inc. | 37,615 | $5.61M | 0.90% | +8,173+27.8% | Added |
| Intact Investment Management Inc. | 37,600 | $5.61M | 0.23% | −21,800−36.7% | Reduced |
| Stonebridge Capital Management Inc | 37,472 | $5.59M | 2.73% | −350−0.9% | Reduced |
| Mesirow Financial Investment Management, Inc. | 190,008 | $5.58M | 0.20% | +190,008 | New |
| Capital International Sarl | 37,296 | $5.56M | 0.21% | −936−2.4% | Reduced |
| New England Asset Management Inc | 37,275 | $5.56M | 0.89% | −9,049−19.5% | Reduced |
| Inscription Capital, LLC | 37,225 | $5.55M | 1.52% | +5,181+16.2% | Added |
| Anchor Investment Management, LLC | 37,149 | $5.54M | 0.63% | −70.0% | Reduced |
| Telemus Capital, LLC | 37,148 | $5.54M | 0.46% | +700+1.9% | Added |
| Aptus Capital Advisors, LLC | 37,099 | $5.53M | 0.16% | −6,891−15.7% | Reduced |
| WoodTrust Financial Corp | 36,946 | $5.51M | 0.94% | −2,033−5.2% | Reduced |
| Schulhoff & Co Inc | 36,828 | $5.49M | 2.62% | +50.0% | Added |
| Warren Street Wealth Advisors, LLC | 36,779 | $5.49M | 3.11% | +9,349+34.1% | Added |
| Hilltop Holdings Inc. | 36,770 | $5.48M | 0.62% | +6,593+21.8% | Added |
| Zions Bancorporation, N.A. | 36,765 | $5.48M | 0.38% | −409−1.1% | Reduced |
| Monte Financial Group, LLC | 36,739 | $5.48M | 2.56% | −1,906−4.9% | Reduced |
| Papp L Roy & Associates | 36,543 | $5.45M | 0.68% | −1,037−2.8% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 36,532 | $5.45M | 0.12% | −18,546−33.7% | Reduced |
| Pekin Hardy Strauss, Inc. | 36,411 | $5.43M | 0.81% | +2,842+8.5% | Added |
| Chesley Taft & Associates LLC | 36,385 | $5.43M | 0.30% | +183+0.5% | Added |
| Hudson Value Partners, LLC | 36,299 | $5.41M | 2.52% | +10,392+40.1% | Added |
| Founders Capital Management | 36,297 | $5.41M | 3.93% | −287−0.8% | Reduced |
| GFS Advisors, LLC | 36,282 | $5.41M | 0.79% | +13,883+62.0% | Added |
| Citizens Financial Group Inc | 36,088 | $5.38M | 0.19% | −31−0.1% | Reduced |
| Greystone Financial Group, LLC | 36,070 | $5.38M | 1.25% | +12,347+52.0% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 35,937 | $5.36M | 1.56% | +974+2.8% | Added |
| Veriti Management LLC | 35,876 | $5.35M | 0.48% | +3,605+11.2% | Added |
| Refined Wealth Management | 35,811 | $5.34M | 4.17% | −1,543−4.1% | Reduced |
| IHT Wealth Management, LLC | 35,807 | $5.34M | 0.24% | +1,293+3.7% | Added |
| Azzad Asset Management Inc | 35,702 | $5.33M | 0.67% | +4,376+14.0% | Added |
| Principle Wealth Partners LLC | 35,687 | $5.32M | 0.46% | −702−1.9% | Reduced |
| Private Trust Co NA | 35,665 | $5.32M | 0.62% | +105+0.3% | Added |
| McDonald Partners LLC | 35,604 | $5.31M | 1.58% | −2,886−7.5% | Reduced |
| Soltis Investment Advisors LLC | 35,571 | $5.31M | 0.60% | −2,267−6.0% | Reduced |
| Procyon Private Wealth Partners, LLC | 35,539 | $5.30M | 0.45% | −4,692−11.7% | Reduced |
| Westfield Capital Management Co LP | 35,499 | $5.30M | 0.03% | −61−0.2% | Reduced |
| Clearstead Advisors, LLC | 35,376 | $5.28M | 0.28% | −1,211−3.3% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 35,312 | $5.27M | 2.44% | +6,600+23.0% | Added |
| Texas Yale Capital Corp. | 35,297 | $5.26M | 0.25% | +4,047+13.0% | Added |
| Narwhal Capital Management | 35,244 | $5.26M | 0.57% | −231−0.7% | Reduced |
| Morse Asset Management, Inc | 35,215 | $5.25M | 1.55% | −4,348−11.0% | Reduced |
| Cincinnati Financial Corp | 35,139 | $5.24M | 0.12% | 00.0% | Unchanged |
| Dana Investment Advisors, Inc. | 34,999 | $5.22M | 0.25% | +138+0.4% | Added |
| Physicians Financial Services, Inc. | 34,991 | $5.22M | 1.98% | −1,638−4.5% | Reduced |
| Jacobi Capital Management LLC | 34,985 | $5.22M | 0.54% | −786−2.2% | Reduced |
| Ameritas Advisory Services, LLC | 34,519 | $5.21M | 0.29% | −1,587−4.4% | Reduced |
| Ballentine Partners, LLC | 34,840 | $5.20M | 0.11% | +3,007+9.4% | Added |
| Ridgecrest Wealth Partners, LLC | 34,825 | $5.19M | 3.43% | +467+1.4% | Added |
| Financial & Tax Architects, LLC | 34,740 | $5.18M | 1.53% | +2,437+7.5% | Added |
| Concentric Wealth Management, LLC | 34,591 | $5.16M | 1.50% | +1,314+3.9% | Added |
| Beverly Hills Private Wealth, LLC | 34,574 | $5.16M | 1.35% | −1,229−3.4% | Reduced |
| Quotient Wealth Partners, LLC | 34,467 | $5.14M | 0.20% | +34,467 | New |
| Chicago Trust Co NA | 34,396 | $5.13M | 1.14% | −2,025−5.6% | Reduced |
| Eagle Capital Management, LLC | 34,292 | $5.12M | 2.49% | −398−1.1% | Reduced |
| Nelson Capital Management, LLC | 34,227 | $5.11M | 1.14% | −1,218−3.4% | Reduced |
| Columbia Asset Management | 34,221 | $5.10M | 1.04% | +947+2.8% | Added |
| R.H. Dinel Investment Counsel, Inc. | 34,210 | $5.10M | 3.49% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 34,202 | $5.10M | 0.99% | −686−2.0% | Reduced |
| Putnam Investments LLC | 34,195 | $5.10M | 0.01% | −5,890−14.7% | Reduced |
| Community Bank, N.A. | 34,184 | $5.10M | 0.67% | +65+0.2% | Added |
| Oliver Luxxe Assets LLC | 34,095 | $5.09M | 1.20% | +588+1.8% | Added |
| Avidian Wealth Solutions, LLC | 34,057 | $5.08M | 0.32% | −1,475−4.2% | Reduced |
| Harbour Capital Advisors, LLC | 33,234 | $5.06M | 1.39% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 33,858 | $5.05M | 0.45% | +4,468+15.2% | Added |
| Kidder Stephen W | 33,807 | $5.04M | 1.63% | +2,915+9.4% | Added |
| Wills Financial Group, Inc. | 33,763 | $5.04M | 2.54% | +4,023+13.5% | Added |
| White Pine Investment CO | 33,661 | $5.02M | 1.62% | +1,124+3.5% | Added |
| Fundamentun, LLC | 33,576 | $5.01M | 0.59% | +2,658+8.6% | Added |
| Ronald Blue Trust, Inc. | 29,475 | $4.97M | 0.08% | +2,549+9.5% | Added |
| Madden Securities Corp | 33,289 | $4.97M | 2.63% | −1,146−3.3% | Reduced |
| Mitchell Sinkler & Starr | 33,223 | $4.96M | 0.90% | +7,283+28.1% | Added |
| Garland Capital Management Inc | 33,216 | $4.95M | 3.48% | −1,635−4.7% | Reduced |
| Capital City Trust Co | 33,179 | $4.95M | 1.47% | −1,091−3.2% | Reduced |
| Sepio Capital, LP | 33,059 | $4.93M | 0.41% | −3,865−10.5% | Reduced |
| Financial Partners Group, LLC | 32,834 | $4.90M | 2.22% | +1,105+3.5% | Added |
| Marble Harbor Investment Counsel, LLC | 32,817 | $4.89M | 0.60% | +2,065+6.7% | Added |
| Heritage Trust Co | 32,815 | $4.89M | 0.69% | +928+2.9% | Added |
| Colonial Trust Co | 32,753 | $4.89M | 1.02% | +1,037+3.3% | Added |
| Intrua Financial, LLC | 32,671 | $4.87M | 0.76% | −3,486−9.6% | Reduced |
| Ariel Investments, LLC | 32,663 | $4.87M | 0.05% | +22,851+232.9% | Added |
| Financial Advisory Service, Inc. | 32,610 | $4.86M | 0.46% | +2,717+9.1% | Added |
| Trivant Custom Portfolio Group, LLC | 32,413 | $4.83M | 3.22% | −545−1.7% | Reduced |
| Arete Wealth Advisors, LLC | 32,390 | $4.83M | 0.37% | +32,390 | New |
| Gladstone Institutional Advisory LLC | 32,227 | $4.81M | 0.27% | +118+0.4% | Added |
| StoneX Group Inc. | 32,213 | $4.80M | 0.48% | +4,116+14.6% | Added |
| Western Wealth Management, LLC | 32,146 | $4.79M | 0.35% | +690+2.2% | Added |
| Destination Wealth Management | 32,110 | $4.79M | 0.17% | +42+0.1% | Added |
| Spring Capital Management, LLC | 32,076 | $4.78M | 3.75% | −518−1.6% | Reduced |
| River Wealth Advisors LLC | 32,037 | $4.78M | 0.76% | −982−3.0% | Reduced |