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 |
|---|---|---|---|---|---|
| Pacific Center for Financial Services | 15,130 | $2.26M | 0.71% | −1,499−9.0% | Reduced |
| Schechter Investment Advisors, LLC | 15,129 | $2.26M | 0.20% | +698+4.8% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 15,125 | $2.26M | 0.30% | +3,906+34.8% | Added |
| Arbor Trust Wealth Advisors, LLC | 15,102 | $2.25M | 1.34% | +665+4.6% | Added |
| Viking Fund Management LLC | 15,000 | $2.24M | 0.44% | +15,000 | New |
| Bank of New Hampshire | 14,987 | $2.24M | 0.63% | −6,808−31.2% | Reduced |
| Private Harbour Investment Management & Counsel, LLC | 14,966 | $2.23M | 2.57% | −39−0.3% | Reduced |
| Jacobs Levy Equity Management, Inc | 14,961 | $2.23M | 0.01% | +14,961 | New |
| Portside Wealth Group, LLC | 14,949 | $2.23M | 0.42% | +29+0.2% | Added |
| Inspire Trust Co, N.A. | 14,947 | $2.23M | 2.30% | +14,947 | New |
| Pavion Blue Capital, LLC | 14,862 | $2.22M | 1.22% | −150−1.0% | Reduced |
| Oakworth Capital, Inc. | 14,860 | $2.22M | 0.18% | +355+2.4% | Added |
| Systematic Alpha Investments, LLC | 14,854 | $2.22M | 0.10% | 00.0% | Unchanged |
| CX Institutional | 14,831 | $2.21M | 0.12% | −80−0.5% | Reduced |
| Keudell/Morrison Wealth Management | 14,803 | $2.21M | 0.73% | −347−2.3% | Reduced |
| Grandview Asset Management LLC | 14,799 | $2.21M | 1.16% | −137−0.9% | Reduced |
| Capital Advisors Wealth Management, LLC | 14,790 | $2.21M | 0.50% | −530−3.5% | Reduced |
| World Equity Group, Inc. | 14,744 | $2.20M | 0.44% | +636+4.5% | Added |
| Winslow Asset Management Inc | 14,740 | $2.20M | 0.45% | −163−1.1% | Reduced |
| Titleist Asset Management, LLC | 14,738 | $2.20M | 0.41% | +1,191+8.8% | Added |
| First United Bank Trust | 14,715 | $2.19M | 0.88% | −900−5.8% | Reduced |
| Karpas Strategies, LLC | 14,685 | $2.19M | 0.72% | −98−0.7% | Reduced |
| Oak Family Advisors, LLC | 14,638 | $2.18M | 0.92% | +7,082+93.7% | Added |
| Bedell Frazier Investment Counseling, LLC | 14,605 | $2.18M | 0.60% | +352+2.5% | Added |
| Notis-McConarty Edward | 14,605 | $2.18M | 0.87% | +40+0.3% | Added |
| Bull Street Advisors, LLC | 14,599 | $2.18M | 1.10% | −25−0.2% | Reduced |
| Marex Group plc | 14,557 | $2.17M | 0.09% | +13,226+993.7% | Added |
| Monarch Capital Management Inc | 14,502 | $2.16M | 0.66% | −35−0.2% | Reduced |
| Brady Family Wealth, LLC | 14,499 | $2.16M | 0.74% | +415+2.9% | Added |
| Longfellow Investment Management Co LLC | 14,447 | $2.15M | 0.53% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 14,391 | $2.15M | 0.43% | +2,940+25.7% | Added |
| Blackhawk Capital Partners LLC. | 14,359 | $2.14M | 1.45% | +14,359 | New |
| Convergence Investment Partners, LLC | 14,327 | $2.14M | 1.12% | −920−6.0% | Reduced |
| SignalPoint Asset Management, LLC | 14,317 | $2.13M | 0.63% | +127+0.9% | Added |
| Pinnacle West Asset Management, Inc. | 14,305 | $2.13M | 1.83% | +365+2.6% | Added |
| Allred Capital Management, LLC | 14,302 | $2.13M | 0.93% | −70.0% | Reduced |
| Pinnacle Holdings, LLC | 14,278 | $2.13M | 0.88% | −68−0.5% | Reduced |
| Parkside Financial Bank & Trust | 14,260 | $2.13M | 0.39% | +1,838+14.8% | Added |
| Chemung Canal Trust Co | 14,254 | $2.13M | 0.44% | +113+0.8% | Added |
| Manhattan West Asset Management, LLC | 14,248 | $2.13M | 0.60% | +338+2.4% | Added |
| Krilogy Financial LLC | 14,236 | $2.12M | 0.18% | −1,793−11.2% | Reduced |
| Redwood Investment Management, LLC | 14,124 | $2.12M | 0.19% | −49,378−77.8% | Reduced |
| Desjardins Global Asset Management Inc. | 14,203 | $2.12M | 0.23% | −4,685−24.8% | Reduced |
| SFE Investment Counsel | 14,192 | $2.12M | 0.55% | +11,525+432.1% | Added |
| Horizon Kinetics Asset Management LLC | 14,183 | $2.12M | 0.04% | +10.0% | Added |
| AlphaStar Capital Management, LLC | 7,090 | $2.12M | 0.19% | +1,060+17.6% | Added |
| TKG Advisors, LLC | 14,172 | $2.11M | 1.26% | +635+4.7% | Added |
| Kiley Juergens Wealth Management, LLC | 14,167 | $2.11M | 0.71% | −682−4.6% | Reduced |
| NovaPoint Capital, LLC | 14,156 | $2.11M | 0.78% | −572−3.9% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 14,129 | $2.11M | 1.13% | +410+3.0% | Added |
| New Potomac Partners, LLC | 14,129 | $2.11M | 1.25% | +483+3.5% | Added |
| Lodestar Private Asset Management LLC | 14,098 | $2.10M | 0.32% | −187−1.3% | Reduced |
| Ignite Planners, LLC | 14,045 | $2.10M | 0.62% | −229−1.6% | Reduced |
| Green Square Capital Advisors LLC | 14,062 | $2.10M | 0.28% | +8,230+141.1% | Added |
| Curbstone Financial Management Corp | 14,056 | $2.10M | 0.48% | 00.0% | Unchanged |
| Financial Management Network Inc | 13,935 | $2.10M | 0.61% | +4,608+49.4% | Added |
| Trust Co of Oklahoma | 14,032 | $2.09M | 0.78% | −624−4.3% | Reduced |
| Raleigh Capital Management Inc. | 14,019 | $2.09M | 0.97% | −137−1.0% | Reduced |
| Bontempo Ohly Capital Mgmt LLC | 14,009 | $2.09M | 1.01% | +288+2.1% | Added |
| Ti-Trust, Inc | 13,998 | $2.09M | 1.84% | +128+0.9% | Added |
| Washington Trust Co | 13,993 | $2.09M | 0.08% | +1,458+11.6% | Added |
| Harbour Trust & Investment Management Co | 13,969 | $2.08M | 0.29% | +13,969 | New |
| Abundance Wealth Counselors | 13,965 | $2.08M | 0.54% | +1,820+15.0% | Added |
| Eads & Heald Wealth Management | 13,961 | $2.08M | 1.00% | −1,233−8.1% | Reduced |
| Ahl Investment Management, Inc. | 13,929 | $2.08M | 1.70% | −25−0.2% | Reduced |
| Argonautica Private Wealth Management, Inc | 13,891 | $2.07M | 0.85% | +46+0.3% | Added |
| Kovitz Investment Group Partners, LLC | 13,883 | $2.07M | 0.03% | +8,558+160.7% | Added |
| St Germain D J Co Inc | 13,878 | $2.07M | 0.11% | +1,484+12.0% | Added |
| New Hampshire Trust | 13,871 | $2.07M | 0.50% | −348−2.4% | Reduced |
| Cascade Investment Group, Inc. | 13,852 | $2.07M | 1.67% | +925+7.2% | Added |
| Platform Technology Partners | 13,575 | $2.06M | 0.80% | +1,903+16.3% | Added |
| Lafayette Investments, Inc. | 13,798 | $2.06M | 0.51% | +300+2.2% | Added |
| Somerset Trust Co | 13,787 | $2.06M | 0.90% | −739−5.1% | Reduced |
| Traynor Capital Management, Inc. | 13,778 | $2.06M | 0.24% | +1,170+9.3% | Added |
| JFS Wealth Advisors, LLC | 13,776 | $2.05M | 0.17% | −44−0.3% | Reduced |
| CIC Wealth, LLC | 13,774 | $2.05M | 0.65% | −554−3.9% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 13,769 | $2.05M | 0.39% | +1,033+8.1% | Added |
| UniSuper Management Pty Ltd | 13,760 | $2.05M | 0.02% | +560+4.2% | Added |
| Berkeley Capital Partners, LLC | 13,751 | $2.05M | 0.68% | −738−5.1% | Reduced |
| CoreFirst Bank & Trust | 13,723 | $2.05M | 1.36% | −2,329−14.5% | Reduced |
| Buckingham Strategic Partners | 13,712 | $2.05M | 0.10% | −5,963−30.3% | Reduced |
| Magnus Financial Group LLC | 13,694 | $2.04M | 0.27% | +325+2.4% | Added |
| Pinnacle Wealth Planning Services, Inc. | 13,687 | $2.04M | 0.32% | +350+2.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 13,596 | $2.04M | 0.50% | +3,758+38.2% | Added |
| Perennial Investment Advisors, LLC | 13,647 | $2.04M | 0.34% | +110+0.8% | Added |
| Clarkston Capital Partners, LLC | 13,633 | $2.03M | 0.04% | +293+2.2% | Added |
| Settian Capital LP | 13,600 | $2.03M | 1.62% | 00.0% | Unchanged |
| Counterweight Ventures, LLC | 13,593 | $2.03M | 1.84% | +13,593 | New |
| Belmont Capital, LLC | 13,571 | $2.02M | 0.86% | −10−0.1% | Reduced |
| Whitener Capital Management, Inc. | 13,564 | $2.02M | 0.73% | −225−1.6% | Reduced |
| Hedges Asset Management LLC | 13,542 | $2.02M | 1.58% | 00.0% | Unchanged |
| 9258 Wealth Management, LLC | 13,534 | $2.02M | 0.35% | −56−0.4% | Reduced |
| Kingswood Wealth Advisors, LLC | 13,522 | $2.02M | 0.23% | +10,196+306.6% | Added |
| Weik Capital Management | 13,505 | $2.01M | 0.93% | +1,408+11.6% | Added |
| Johnson Financial Group, Inc. | 13,475 | $2.01M | 0.11% | +5,061+60.1% | Added |
| Aft, Forsyth & Sober, LLC | 13,450 | $2.01M | 0.77% | 00.0% | Unchanged |
| Letson Investment Management, Inc. | 13,446 | $2.01M | 0.93% | +13,446 | New |
| Hodges Capital Management Inc. | 13,414 | $2.00M | 0.11% | +5,559+70.8% | Added |
| Monticello Wealth Management, LLC | 13,349 | $1.99M | 0.18% | −689−4.9% | Reduced |
| Cypress Asset Management Inc | 13,307 | $1.98M | 0.60% | −19−0.1% | Reduced |