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 |
|---|---|---|---|---|---|
| Fidelis Capital Partners, LLC | 32,011 | $4.77M | 1.06% | +6,238+24.2% | Added |
| Balentine LLC | 31,993 | $4.77M | 0.15% | −19,314−37.6% | Reduced |
| Resonant Capital Advisors, LLC | 31,957 | $4.77M | 0.46% | −1,677−5.0% | Reduced |
| Mango Five Family, Inc. | 31,900 | $4.76M | 1.79% | +31,900 | New |
| Horizon Investments, LLC | 31,814 | $4.75M | 0.13% | −4,426−12.2% | Reduced |
| TCI Wealth Advisors, Inc. | 31,794 | $4.74M | 0.51% | +2,736+9.4% | Added |
| Intrust Bank NA | 31,748 | $4.74M | 0.55% | −711−2.2% | Reduced |
| Bank of Hawaii | 31,741 | $4.73M | 0.25% | −11,276−26.2% | Reduced |
| Sumitomo Life Insurance Co | 31,673 | $4.72M | 0.15% | −1,642−4.9% | Reduced |
| Equitable Trust Co | 31,574 | $4.71M | 0.35% | +304+1.0% | Added |
| Principal Street Partners, LLC | 31,538 | $4.70M | 1.13% | −283−0.9% | Reduced |
| Sandhill Capital Partners LLC | 31,495 | $4.70M | 0.39% | −3,077−8.9% | Reduced |
| Coastline Trust Co | 31,477 | $4.70M | 0.62% | −10,867−25.7% | Reduced |
| Forum Financial Management, LP | 31,204 | $4.65M | 0.09% | −1,526−4.7% | Reduced |
| Salem Investment Counselors Inc | 31,166 | $4.65M | 0.16% | −1,431−4.4% | Reduced |
| Nations Financial Group Inc, | 31,096 | $4.64M | 0.43% | +1,500+5.1% | Added |
| Brooks, Moore & Associates, Inc. | 31,013 | $4.63M | 3.18% | +1,570+5.3% | Added |
| Peak Asset Management, LLC | 30,982 | $4.62M | 1.02% | −115−0.4% | Reduced |
| RFG Advisory, LLC | 30,879 | $4.61M | 0.18% | +1,462+5.0% | Added |
| Centerstone Investors, LLC | 30,862 | $4.60M | 4.72% | +862+2.9% | Added |
| Aldebaran Capital, LLC | 30,833 | $4.60M | 4.71% | −1,260−3.9% | Reduced |
| Investors Asset Management of Georgia Inc | 30,674 | $4.58M | 2.32% | −3,651−10.6% | Reduced |
| Warren Averett Asset Management, LLC | 30,648 | $4.57M | 0.17% | −4,744−13.4% | Reduced |
| Spire Wealth Management | 32,120 | $4.57M | 0.16% | +2,631+8.9% | Added |
| Sunbelt Securities, Inc. | 30,595 | $4.56M | 0.57% | +1,419+4.9% | Added |
| Hills Bank & Trust Co | 30,580 | $4.56M | 0.45% | −144−0.5% | Reduced |
| Employees Retirement System of Texas | 30,560 | $4.56M | 0.05% | 00.0% | Unchanged |
| Hengehold Capital Management LLC | 30,547 | $4.56M | 0.54% | −368−1.2% | Reduced |
| YHB Investment Advisors, Inc. | 30,542 | $4.56M | 0.44% | +7,589+33.1% | Added |
| Capital Planning Advisors, LLC | 30,327 | $4.52M | 0.86% | +1,644+5.7% | Added |
| JBR Co Financial Management Inc | 30,240 | $4.51M | 4.24% | +30,240 | New |
| Verdence Capital Advisors LLC | 30,173 | $4.50M | 0.44% | −25,433−45.7% | Reduced |
| Laird Norton Trust Company, LLC | 30,151 | $4.50M | 0.53% | +28,219+1,460.6% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 30,006 | $4.48M | 2.29% | −79−0.3% | Reduced |
| River & Mercantile Asset Management LLP | 30,000 | $4.47M | 0.85% | +30,000 | New |
| Mission Wealth Management, LP | 29,865 | $4.45M | 0.15% | +1,178+4.1% | Added |
| Cornerstone Wealth Group, LLC | 29,830 | $4.45M | 0.64% | +4,766+19.0% | Added |
| Consolidated Planning Corp | 29,778 | $4.44M | 0.83% | +1,402+4.9% | Added |
| Institutional & Family Asset Management, LLC | 29,720 | $4.43M | 0.73% | +310+1.1% | Added |
| Modera Wealth Management, LLC | 29,701 | $4.43M | 0.07% | −620−2.0% | Reduced |
| Stablepoint Partners, LLC | 29,656 | $4.42M | 1.13% | +29,656 | New |
| Duncker Streett & Co Inc | 29,505 | $4.40M | 0.93% | +90+0.3% | Added |
| FDx Advisors, Inc. | 29,475 | $4.40M | 0.34% | −6,910−19.0% | Reduced |
| Wahed Invest LLC | 29,398 | $4.39M | 1.23% | +1,689+6.1% | Added |
| Camden National Bank | 29,390 | $4.38M | 0.82% | −2,807−8.7% | Reduced |
| Trinity Legacy Partners, LLC | 29,360 | $4.38M | 1.38% | +537+1.9% | Added |
| Citizens Business Bank | 28,106 | $4.38M | 0.96% | −5,976−17.5% | Reduced |
| Twin Capital Management Inc | 29,210 | $4.36M | 0.57% | −12,326−29.7% | Reduced |
| NEOS Investment Management LLC | 29,208 | $4.36M | 0.41% | +5,938+25.5% | Added |
| Yarbrough Capital, LLC | 29,107 | $4.34M | 0.23% | 00.0% | Unchanged |
| Aull & Monroe Investment Management Corp | 29,048 | $4.33M | 2.14% | −229−0.8% | Reduced |
| Campbell Capital Management Inc | 29,030 | $4.33M | 2.03% | +29,030 | New |
| Independent Financial Group, LLC | 28,980 | $4.32M | 0.23% | −1,559−5.1% | Reduced |
| Mizuho Markets Americas LLC | 28,872 | $4.31M | 0.13% | +9,120+46.2% | Added |
| Harmony Asset Management LLC | 28,869 | $4.31M | 1.82% | +28,869 | New |
| Buffington Mohr McNeal | 28,522 | $4.25M | 0.85% | +696+2.5% | Added |
| Butensky & Cohen Financial Security, Inc | 28,510 | $4.25M | 1.41% | +734+2.6% | Added |
| Jamison Private Wealth Management, Inc. | 28,508 | $4.25M | 0.80% | +367+1.3% | Added |
| First National Bank & Trust Co of Newtown | 28,395 | $4.24M | 0.91% | −610−2.1% | Reduced |
| Nippon Life Global Investors Americas, Inc. | 28,380 | $4.23M | 0.24% | +1,290+4.8% | Added |
| Lee Danner & Bass Inc | 28,355 | $4.23M | 0.36% | −970−3.3% | Reduced |
| McGinn Investment Management, Inc. | 28,323 | $4.22M | 3.07% | −510−1.8% | Reduced |
| Phoenix Holdings Ltd. | 25,129 | $4.22M | 0.07% | +25,129 | New |
| Mill Capital Management, LLC | 28,236 | $4.21M | 0.38% | 00.0% | Unchanged |
| West Family Investments, Inc. | 28,206 | $4.21M | 1.42% | −100−0.4% | Reduced |
| Peregrine Asset Advisers, Inc. | 28,165 | $4.20M | 2.05% | −618−2.1% | Reduced |
| Brendel Financial Advisors LLC | 28,163 | $4.20M | 2.75% | +28,163 | New |
| B.O.S.S. Retirement Advisors, LLC | 28,140 | $4.20M | 0.81% | −364−1.3% | Reduced |
| B&D White Capital Company, LLC | 28,100 | $4.19M | 1.30% | +28,100 | New |
| Moneta Group Investment Advisors LLC | 28,088 | $4.19M | 0.08% | −1,565−5.3% | Reduced |
| Pictet & Cie (Europe) SA | 28,054 | $4.18M | 0.12% | −19,657−41.2% | Reduced |
| Pegasus Asset Management, Inc. | 28,045 | $4.18M | 1.79% | +707+2.6% | Added |
| Foster & Motley Inc | 27,972 | $4.17M | 0.31% | −1,067−3.7% | Reduced |
| Cobblestone Capital Advisors LLC | 27,930 | $4.17M | 0.27% | −371−1.3% | Reduced |
| GHP Investment Advisors, Inc. | 27,874 | $4.16M | 0.22% | +1,625+6.2% | Added |
| WCG Wealth Advisors LLC | 27,861 | $4.16M | 0.31% | −2,352−7.8% | Reduced |
| Meritage Portfolio Management | 27,838 | $4.15M | 0.27% | +2,003+7.8% | Added |
| Fairfield, Bush & Co. | 27,822 | $4.15M | 2.43% | −1,318−4.5% | Reduced |
| Summit Financial Wealth Advisors, LLC | 27,768 | $4.14M | 0.94% | +240+0.9% | Added |
| Cullen Investment Group, Ltd. | 27,728 | $4.14M | 0.72% | +27,728 | New |
| MTM Investment Management, LLC | 27,716 | $4.13M | 1.89% | −379−1.3% | Reduced |
| Headinvest, LLC | 27,705 | $4.13M | 0.86% | −124−0.4% | Reduced |
| BlueCrest Capital Management Ltd | 27,670 | $4.13M | 0.69% | +19,449+236.6% | Added |
| Crescent Sterling, Ltd. | 27,653 | $4.12M | 4.11% | −724−2.6% | Reduced |
| Bill Few Associates, Inc. | 27,613 | $4.12M | 1.88% | +564+2.1% | Added |
| Souders Financial Advisors | 27,609 | $4.12M | 0.71% | −409−1.5% | Reduced |
| Broderick Brian C | 27,566 | $4.11M | 1.03% | +1,449+5.5% | Added |
| Commonwealth Retirement Investments LLC | 27,545 | $4.11M | 2.18% | +27,545 | New |
| Benedict Financial Advisors Inc | 27,483 | $4.10M | 1.12% | +110+0.4% | Added |
| Auxier Asset Management | 27,444 | $4.09M | 0.66% | +575+2.1% | Added |
| Csenge Advisory Group | 27,383 | $4.08M | 0.25% | +2,451+9.8% | Added |
| Baugh & Associates, LLC | 27,315 | $4.07M | 2.34% | +1,886+7.4% | Added |
| Marietta Wealth Management, LLC | 27,307 | $4.07M | 0.73% | +27,307 | New |
| Keystone Financial Planning, Inc. | 27,233 | $4.06M | 1.34% | −17−0.1% | Reduced |
| Confluence Wealth Services, Inc. | 27,159 | $4.05M | 0.44% | −143−0.5% | Reduced |
| Lynch Asset Management, Inc. | 27,150 | $4.05M | 2.32% | 00.0% | Unchanged |
| BFSG, LLC | 27,141 | $4.05M | 0.59% | +1,020+3.9% | Added |
| Flagship Harbor Advisors, LLC | 27,028 | $4.03M | 0.29% | +1,799+7.1% | Added |
| Bath Savings Trust Co | 26,975 | $4.02M | 0.45% | −38−0.1% | Reduced |
| Benjamin Edwards Inc | 26,876 | $4.01M | 0.87% | −1,266−4.5% | Reduced |