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 |
|---|---|---|---|---|---|
| Bridge Creek Capital Management LLC | 23,154 | $3.45M | 1.20% | +218+1.0% | Added |
| B & T Capital Management DBA Alpha Capital Management | 23,151 | $3.45M | 0.71% | +80+0.3% | Added |
| Independence Bank of Kentucky | 23,137 | $3.45M | 1.21% | +3,310+16.7% | Added |
| Generali Powszechne Towarzystwo Emerytalne | 23,118 | $3.45M | 1.80% | 00.0% | Unchanged |
| Leonteq Securities AG | 23,107 | $3.45M | 0.44% | +14,214+159.8% | Added |
| QV Investors Inc. | 23,087 | $3.44M | 0.31% | −630−2.7% | Reduced |
| SG Americas Securities, LLC | 23,065 | $3.44M | 0.04% | −16,029−41.0% | Reduced |
| GTS Securities LLC | 22,998 | $3.43M | 0.07% | +19,843+628.9% | Added |
| SageView Advisory Group, LLC | 22,847 | $3.43M | 0.15% | +10,924+91.6% | Added |
| Family Management Corp | 22,987 | $3.43M | 0.71% | +6,412+38.7% | Added |
| Boltwood Capital Management | 22,948 | $3.42M | 1.13% | −170−0.7% | Reduced |
| LS Investment Advisors, LLC | 22,929 | $3.42M | 0.59% | +4,097+21.8% | Added |
| Cottage Street Advisors LLC | 22,822 | $3.42M | 2.31% | +21,306+1,405.4% | Added |
| Kavar Capital Partners Group, LLC | 22,892 | $3.41M | 0.38% | +16,423+253.9% | Added |
| Webster Bank, N. A. | 22,792 | $3.40M | 0.42% | +847+3.9% | Added |
| Legacy Advisors, LLC | 22,725 | $3.39M | 0.44% | −5,556−19.6% | Reduced |
| Brookmont Capital Management | 22,696 | $3.39M | 1.90% | +88+0.4% | Added |
| Wealthcare Advisory Partners LLC | 22,613 | $3.37M | 0.13% | −155−0.7% | Reduced |
| Wright Investors Service Inc | 22,578 | $3.37M | 0.95% | −3,177−12.3% | Reduced |
| Enterprise Bank & Trust Co | 22,573 | $3.37M | 1.20% | −1,036−4.4% | Reduced |
| Moody National Bank Trust Division | 22,556 | $3.36M | 0.26% | −21,677−49.0% | Reduced |
| Belpointe Asset Management LLC | 22,541 | $3.36M | 0.30% | −2,382−9.6% | Reduced |
| Huber Capital Management LLC | 22,400 | $3.34M | 0.84% | +500+2.3% | Added |
| Brighton Jones LLC | 22,326 | $3.33M | 0.14% | +740+3.4% | Added |
| Trifecta Capital Advisors, LLC | 22,232 | $3.32M | 0.92% | +1,737+8.5% | Added |
| Sigma Planning Corp | 22,230 | $3.32M | 0.26% | −25,041−53.0% | Reduced |
| CMG Global Holdings, LLC | 21,463 | $3.32M | 2.41% | +3,410+18.9% | Added |
| Gifford Fong Associates | 22,200 | $3.31M | 0.70% | 00.0% | Unchanged |
| Delaney Dennis R | 22,163 | $3.31M | 1.96% | +2,595+13.3% | Added |
| Proequities, Inc. | 22,150 | $3.30M | 0.24% | −158−0.7% | Reduced |
| Threadgill Financial, LLC | 22,143 | $3.30M | 2.19% | +892+4.2% | Added |
| Sippican Capital Advisors | 22,124 | $3.30M | 2.59% | +2,261+11.4% | Added |
| Brick & Kyle, Associates | 22,013 | $3.28M | 1.63% | −44−0.2% | Reduced |
| Ruffer LLP | 22,000 | $3.28M | 0.12% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 21,948 | $3.27M | 1.80% | −12,884−37.0% | Reduced |
| Lantz Financial LLC | 21,845 | $3.26M | 1.18% | +438+2.0% | Added |
| Capital Asset Advisory Services LLC | 21,810 | $3.25M | 0.20% | +1,894+9.5% | Added |
| Guardian Investment Management | 21,803 | $3.25M | 2.76% | −159−0.7% | Reduced |
| Whalerock Point Partners, LLC | 21,798 | $3.25M | 1.01% | −530−2.4% | Reduced |
| VeraBank, N.A. | 21,777 | $3.25M | 1.09% | −70−0.3% | Reduced |
| Robertson Stephens Wealth Management, LLC | 21,751 | $3.24M | 0.20% | −2,128−8.9% | Reduced |
| Kinloch Capital, LLC | 21,712 | $3.24M | 2.06% | −547−2.5% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 21,685 | $3.23M | 0.86% | −220−1.0% | Reduced |
| Round Rock Advisors, LLC | 21,667 | $3.23M | 0.81% | +17,938+481.0% | Added |
| Harbour Investments, Inc. | 21,615 | $3.22M | 0.13% | +3,261+17.8% | Added |
| Liberty Wealth Management LLC | 21,610 | $3.22M | 0.69% | +1,266+6.2% | Added |
| apricus wealth, LLC | 21,597 | $3.22M | 2.45% | +2,366+12.3% | Added |
| Norway Savings Bank | 21,582 | $3.22M | 1.43% | −350−1.6% | Reduced |
| BBR Partners, LLC | 21,546 | $3.21M | 0.33% | +228+1.1% | Added |
| Mitchell McLeod Pugh & Williams Inc | 21,534 | $3.21M | 0.85% | +351+1.7% | Added |
| Syon Capital LLC | 21,474 | $3.20M | 0.33% | +3,402+18.8% | Added |
| International Assets Investment Management, LLC | 21,470 | $3.20M | 0.41% | +1,005+4.9% | Added |
| Beaton Management Co. Inc. | 21,459 | $3.20M | 1.92% | −170−0.8% | Reduced |
| Massachusetts Wealth Management | 21,441 | $3.20M | 2.58% | +834+4.0% | Added |
| Koshinski Asset Management, Inc. | 21,411 | $3.19M | 0.49% | −1,908−8.2% | Reduced |
| Financial Sense Advisors, Inc. | 21,392 | $3.19M | 1.20% | +279+1.3% | Added |
| Golden State Equity Partners | 21,306 | $3.18M | 0.77% | +286+1.4% | Added |
| Studio Investment Management LLC | 21,243 | $3.17M | 0.81% | +1,128+5.6% | Added |
| G&S Capital LLC | 21,233 | $3.17M | 1.50% | +230+1.1% | Added |
| HCR Wealth Advisors | 21,121 | $3.15M | 0.50% | +3,938+22.9% | Added |
| Bowen Hanes & Co Inc | 21,076 | $3.14M | 0.09% | −1,025−4.6% | Reduced |
| Accurate Wealth Management, LLC | 21,625 | $3.14M | 0.98% | +521+2.5% | Added |
| Independent Solutions Wealth Management, LLC | 20,976 | $3.13M | 0.80% | +3,783+22.0% | Added |
| Cornerstone Wealth Management, LLC | 20,975 | $3.13M | 0.27% | −374−1.8% | Reduced |
| Arlington Financial Advisors, LLC | 20,961 | $3.13M | 0.93% | −1,926−8.4% | Reduced |
| Cape Investment Advisory, Inc. | 20,939 | $3.12M | 1.53% | −1,950−8.5% | Reduced |
| Shoker Investment Counsel, Inc. | 20,923 | $3.12M | 1.21% | +117+0.6% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 20,923 | $3.12M | 0.64% | +2,766+15.2% | Added |
| Advisors Management Group Inc | 20,911 | $3.12M | 0.85% | +66+0.3% | Added |
| Checchi Capital Advisers, LLC | 20,902 | $3.12M | 0.25% | −2,768−11.7% | Reduced |
| Wealth Alliance Advisory Group, LLC | 20,834 | $3.11M | 0.81% | +2,965+16.6% | Added |
| Gilliland Jeter Wealth Management LLC | 20,834 | $3.11M | 1.29% | +20,834 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 20,798 | $3.10M | 0.19% | −2,104−9.2% | Reduced |
| Quadcap Wealth Management, LLC | 20,798 | $3.10M | 0.80% | +20,798 | New |
| TTP Investments, Inc. | 20,750 | $3.10M | 1.33% | +538+2.7% | Added |
| Middleton & Co Inc | 20,712 | $3.09M | 0.39% | −1,835−8.1% | Reduced |
| WD Rutherford LLC | 21,670 | $3.09M | 1.80% | +85+0.4% | Added |
| Pitcairn Co | 20,668 | $3.08M | 0.23% | −781−3.6% | Reduced |
| Strategic Advisors LLC | 20,634 | $3.08M | 0.58% | −15,577−43.0% | Reduced |
| Fairview Capital Investment Management, LLC | 20,612 | $3.07M | 0.18% | +144+0.7% | Added |
| Patten Group, Inc. | 20,584 | $3.07M | 0.83% | −200−1.0% | Reduced |
| Strategic Blueprint, LLC | 20,563 | $3.07M | 0.25% | +1,581+8.3% | Added |
| United Capital Management of KS, Inc. | 20,549 | $3.07M | 0.93% | +1,597+8.4% | Added |
| Coerente Capital Management | 20,540 | $3.06M | 0.63% | +565+2.8% | Added |
| Cinctive Capital Management LP | 20,500 | $3.06M | 0.21% | +20,500 | New |
| Caldwell Sutter Capital, Inc. | 20,464 | $3.05M | 1.55% | −329−1.6% | Reduced |
| McKinley Carter Wealth Services, Inc. | 20,381 | $3.04M | 0.22% | +99+0.5% | Added |
| Sterling Investment Advisors, Ltd. | 20,338 | $3.03M | 0.94% | +2,556+14.4% | Added |
| Garrett Investment Advisors LLC | 20,308 | $3.03M | 0.42% | +1,285+6.8% | Added |
| Monetary Management Group Inc | 20,268 | $3.02M | 0.94% | +50+0.2% | Added |
| DT Investment Partners, LLC | 20,130 | $3.02M | 0.33% | +385+1.9% | Added |
| Arden Trust Co | 20,232 | $3.02M | 0.44% | −384−1.9% | Reduced |
| Global Financial Private Client, LLC | 20,230 | $3.02M | 1.41% | +666+3.4% | Added |
| Cutter & CO Brokerage, Inc. | 20,225 | $3.02M | 0.84% | −1,125−5.3% | Reduced |
| TFG Advisers LLC | 20,222 | $3.02M | 1.27% | +373+1.9% | Added |
| LCNB Corp | 20,215 | $3.02M | 1.19% | +299+1.5% | Added |
| CAPROCK Group, Inc. | 20,194 | $3.01M | 0.19% | +482+2.4% | Added |
| Kelly Lawrence W & Associates Inc | 20,194 | $3.01M | 0.72% | −1,063−5.0% | Reduced |
| Cardiff Park Advisors, LLC | 20,161 | $3.01M | 0.33% | +27+0.1% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 20,127 | $3.00M | 0.35% | +483+2.5% | Added |