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 |
|---|---|---|---|---|---|
| Hudson Valley Investment Advisors Inc | 26,771 | $4.00M | 0.55% | −786−2.9% | Reduced |
| Chapin Davis, Inc. | 26,779 | $3.99M | 1.68% | +2,578+10.7% | Added |
| Choate Investment Advisors | 26,721 | $3.99M | 0.12% | +1,382+5.5% | Added |
| Keene & Associates, Inc. | 26,662 | $3.98M | 3.30% | +320+1.2% | Added |
| We Are One Seven, LLC | 26,553 | $3.96M | 0.23% | −318−1.2% | Reduced |
| Slagle Financial, LLC | 52,976 | $3.95M | 2.26% | +26,515+100.2% | Added |
| NJ State Employees Deferred Compensation Plan | 26,393 | $3.94M | 0.54% | 00.0% | Unchanged |
| StrongBox Wealth, LLC | 26,366 | $3.93M | 2.29% | +2,550+10.7% | Added |
| Argyle Capital Management Inc. | 26,322 | $3.93M | 1.63% | −4,700−15.2% | Reduced |
| Peoples Bank | 26,290 | $3.92M | 2.30% | −50−0.2% | Reduced |
| Old Mission Investment Co LLC | 26,261 | $3.92M | 1.37% | −20−0.1% | Reduced |
| Sittner & Nelson, LLC | 26,240 | $3.91M | 2.09% | −158−0.6% | Reduced |
| Marketfield Asset Management LLC | 26,214 | $3.91M | 3.17% | 00.0% | Unchanged |
| Clarus Group, Inc. | 26,165 | $3.90M | 2.95% | +1,833+7.5% | Added |
| Pacific Global Investment Management CO | 26,149 | $3.90M | 0.79% | −1,868−6.7% | Reduced |
| Graypoint LLC | 26,127 | $3.90M | 0.31% | −4,427−14.5% | Reduced |
| Independent Wealth Network Inc. | 26,104 | $3.89M | 2.05% | +1,433+5.8% | Added |
| Asset Dedication, LLC | 26,068 | $3.88M | 0.32% | −675−2.5% | Reduced |
| Murphy Pohlad Asset Management LLC | 26,007 | $3.88M | 1.61% | −440−1.7% | Reduced |
| Red Cedar Investment Management, LLC | 25,939 | $3.87M | 0.56% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 25,825 | $3.85M | 0.04% | −1,333−4.9% | Reduced |
| Little House Capital LLC | 25,820 | $3.85M | 1.40% | −583−2.2% | Reduced |
| Signaturefd, LLC | 25,811 | $3.85M | 0.09% | −3,294−11.3% | Reduced |
| Prio Wealth Limited Partnership | 25,788 | $3.85M | 0.13% | −383−1.5% | Reduced |
| Cutler Group LP | 25,758 | $3.84M | 0.53% | +9,885+62.3% | Added |
| Willis Johnson & Associates, Inc. | 25,711 | $3.84M | 0.37% | +4,321+20.2% | Added |
| Atlas Brown,Inc. | 25,705 | $3.83M | 1.59% | −838−3.2% | Reduced |
| Mather Group, LLC. | 25,693 | $3.83M | 0.06% | +2,504+10.8% | Added |
| Naples Global Advisors, LLC | 25,686 | $3.83M | 0.42% | −714−2.7% | Reduced |
| Executive Wealth Management, LLC | 25,677 | $3.83M | 0.36% | +4,654+22.1% | Added |
| Eudaimonia Partners, LLC | 25,596 | $3.82M | 1.00% | −4,797−15.8% | Reduced |
| Capital Investment Advisory Services, LLC | 25,584 | $3.82M | 0.36% | +191+0.8% | Added |
| Charles Schwab Trust Co | 25,510 | $3.81M | 0.37% | −964−3.6% | Reduced |
| Van Hulzen Asset Management, LLC | 25,482 | $3.80M | 0.27% | −51−0.2% | Reduced |
| Ascent Group, LLC | 24,924 | $3.79M | 0.36% | +1,540+6.6% | Added |
| Mission Creek Capital Partners, Inc. | 25,379 | $3.79M | 0.97% | +794+3.2% | Added |
| Pring Turner Capital Group Inc | 25,343 | $3.78M | 2.89% | −338−1.3% | Reduced |
| Moloney Securities Asset Management, LLC | 25,321 | $3.78M | 0.60% | +642+2.6% | Added |
| Douglass Winthrop Advisors, LLC | 25,191 | $3.76M | 0.08% | +128+0.5% | Added |
| Orleans Capital Management Corp | 25,174 | $3.75M | 2.52% | −2,532−9.1% | Reduced |
| Stanley-Laman Group, Ltd. | 25,160 | $3.75M | 0.57% | −236−0.9% | Reduced |
| Davidson Trust Co | 25,106 | $3.74M | 2.42% | +559+2.3% | Added |
| NTV Asset Management LLC | 25,068 | $3.74M | 0.63% | −733−2.8% | Reduced |
| Meeder Advisory Services, Inc. | 25,055 | $3.74M | 0.43% | +48+0.2% | Added |
| Holderness Investments Co | 25,036 | $3.73M | 1.03% | +12,805+104.7% | Added |
| Investmark Advisory Group LLC | 25,020 | $3.73M | 2.19% | −93−0.4% | Reduced |
| Ulysses Management LLC | 25,000 | $3.73M | 0.92% | +25,000 | New |
| Bell & Brown Wealth Advisors, LLC | 24,975 | $3.73M | 1.73% | +24,975 | New |
| Cosner Financial Group, LLC | 24,939 | $3.72M | 3.14% | +24,939 | New |
| Good Life Advisors, LLC | 24,918 | $3.72M | 0.37% | −221−0.9% | Reduced |
| Laurel Wealth Advisors LLC | 24,896 | $3.71M | 0.71% | −94−0.4% | Reduced |
| Radnor Capital Management, LLC | 24,875 | $3.71M | 0.69% | +559+2.3% | Added |
| Allen Capital Group, LLC | 24,838 | $3.70M | 0.61% | +3,063+14.1% | Added |
| Lake Street Advisors Group, LLC | 24,786 | $3.70M | 0.19% | −400−1.6% | Reduced |
| Nwam LLC | 24,758 | $3.69M | 0.30% | +2,067+9.1% | Added |
| Baker Avenue Asset Management, LP | 24,747 | $3.69M | 0.16% | +1,789+7.8% | Added |
| Exeter Financial, LLC | 25,326 | $3.69M | 1.79% | +439+1.8% | Added |
| Kinsale Capital Group, Inc. | 24,710 | $3.69M | 1.83% | +6,037+32.3% | Added |
| Davis R M Inc | 24,698 | $3.68M | 0.08% | −929−3.6% | Reduced |
| Silicon Valley Community Foundation | 24,697 | $3.68M | 0.38% | −417−1.7% | Reduced |
| Erste Asset Management GmbH | 24,571 | $3.67M | 0.05% | 00.0% | Unchanged |
| Mairs & Power Inc | 24,578 | $3.67M | 0.04% | −756−3.0% | Reduced |
| Arvest Trust Co N A | 24,499 | $3.65M | 0.22% | −2,653−9.8% | Reduced |
| RB Capital Management, LLC | 24,483 | $3.65M | 1.06% | +1,135+4.9% | Added |
| Herold Advisors, Inc. | 24,465 | $3.65M | 1.01% | +446+1.9% | Added |
| Apexium Financial, LP | 24,463 | $3.65M | 0.26% | +18,525+312.0% | Added |
| Montecito Bank & Trust | 24,396 | $3.64M | 0.78% | −882−3.5% | Reduced |
| Exchange Bank | 24,360 | $3.63M | 3.15% | −389−1.6% | Reduced |
| Altrius Capital Management Inc | 24,317 | $3.63M | 1.01% | +2,984+14.0% | Added |
| Allen Wealth Management, LLC | 24,316 | $3.63M | 3.55% | +24,316 | New |
| Sage Investment Advisers LLC | 24,285 | $3.62M | 4.39% | +410+1.7% | Added |
| Greatmark Investment Partners, Inc. | 24,180 | $3.61M | 0.57% | +936+4.0% | Added |
| Jacobs & Co | 24,151 | $3.60M | 0.41% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 24,122 | $3.60M | 0.14% | −3,724−13.4% | Reduced |
| Reik & Co., LLC | 24,113 | $3.60M | 1.01% | 00.0% | Unchanged |
| Selway Asset Management | 24,045 | $3.59M | 1.51% | +300+1.3% | Added |
| North Star Investment Management Corp. | 23,966 | $3.57M | 0.27% | +5,485+29.7% | Added |
| Diligent Investors, LLC | 23,962 | $3.57M | 0.98% | +341+1.4% | Added |
| Builder Investment Group Inc | 23,912 | $3.57M | 1.28% | +312+1.3% | Added |
| Alpha DNA Investment Management LLC | 23,865 | $3.56M | 2.12% | +16,570+227.1% | Added |
| Mach-1 Financial Group, Inc. | 23,864 | $3.56M | 1.36% | +15,864+198.3% | Added |
| Investment Advisory Services Inc | 23,807 | $3.55M | 1.40% | +80+0.3% | Added |
| First Command Advisory Services, Inc. | 23,782 | $3.55M | 0.04% | +336+1.4% | Added |
| KLCM Advisors, Inc. | 23,776 | $3.55M | 0.55% | +6,029+34.0% | Added |
| Pensionmark Financial Group, LLC | 23,710 | $3.54M | 0.46% | +12,415+109.9% | Added |
| Signature Wealth Management Group | 23,709 | $3.54M | 1.63% | +23,709 | New |
| Pathway Financial Advisers, LLC | 23,686 | $3.53M | 1.34% | +464+2.0% | Added |
| Symphony Financial, Ltd. Co. | 24,313 | $3.51M | 0.75% | +7,383+43.6% | Added |
| PFG Advisors | 23,509 | $3.51M | 0.28% | +87+0.4% | Added |
| RKL Wealth Management LLC | 23,506 | $3.51M | 0.38% | +343+1.5% | Added |
| Morton Community Bank | 23,499 | $3.51M | 1.15% | +23,499 | New |
| Financial Advisory Partners, LLC | 23,448 | $3.50M | 1.27% | +611+2.7% | Added |
| Waldron Private Wealth LLC | 23,436 | $3.50M | 0.17% | +1,013+4.5% | Added |
| Rench Wealth Management, Inc. | 23,364 | $3.48M | 1.47% | +349+1.5% | Added |
| MidWestOne Financial Group, Inc. | 23,360 | $3.48M | 0.66% | +217+0.9% | Added |
| Knollwood Investment Advisory, LLC | 23,350 | $3.48M | 0.72% | +4,810+25.9% | Added |
| Weatherly Asset Management L. P. | 23,296 | $3.47M | 0.37% | −1,666−6.7% | Reduced |
| Greenline Partners, LLC | 23,222 | $3.46M | 0.59% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 23,198 | $3.46M | 0.48% | +8,327+56.0% | Added |
| Capricorn Fund Managers Ltd | 23,192 | $3.46M | 1.90% | +3,020+15.0% | Added |