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 |
|---|---|---|---|---|---|
| Hamilton Capital, LLC | 10,202 | $1.52M | 0.12% | +1,826+21.8% | Added |
| Moreno Evelyn V | 10,189 | $1.52M | 0.72% | −20,499−66.8% | Reduced |
| Y.D. More Investments Ltd | 10,195 | $1.52M | 0.31% | +9,994+4,972.1% | Added |
| Main Street Research LLC | 10,185 | $1.52M | 0.12% | −646−6.0% | Reduced |
| Beaumont Financial Advisors, LLC | 10,136 | $1.51M | 0.14% | +93+0.9% | Added |
| Athena Investment Management | 10,113 | $1.51M | 0.98% | −973−8.8% | Reduced |
| Ausdal Financial Partners, Inc. | 10,106 | $1.51M | 0.19% | −110−1.1% | Reduced |
| TCM Advisors, LLC | – | $1.51M | 1.22% | – | – |
| Iams Wealth Management, LLC | 10,099 | $1.51M | 0.97% | −287−2.8% | Reduced |
| Keating Wealth Management LLC | 10,060 | $1.50M | 1.03% | +10,060 | New |
| Canal Capital Management, LLC | 10,054 | $1.50M | 0.28% | +88+0.9% | Added |
| D.B. Root & Company, LLC | 10,046 | $1.50M | 0.54% | −181−1.8% | Reduced |
| Synergy Financial Management, LLC | 10,025 | $1.50M | 0.27% | +2,831+39.4% | Added |
| Menard Financial Group LLC | 10,004 | $1.49M | 1.85% | +111+1.1% | Added |
| Barbara Oil Co. | 10,000 | $1.49M | 0.67% | 00.0% | Unchanged |
| Eagle Wealth Strategies LLC | 9,990 | $1.49M | 0.90% | +9,990 | New |
| Vise Technologies, Inc. | 9,952 | $1.48M | 0.32% | −1,784−15.2% | Reduced |
| Chicago Capital, LLC | 9,944 | $1.48M | 0.05% | +459+4.8% | Added |
| Proquility Private Wealth Partners, LLC | 9,934 | $1.48M | 0.56% | −472−4.5% | Reduced |
| LVW Advisors, LLC | 9,928 | $1.48M | 0.28% | −3,548−26.3% | Reduced |
| Bremer Bank National Association | 9,923 | $1.48M | 0.28% | −1,021−9.3% | Reduced |
| Wintrust Investments LLC | 9,908 | $1.48M | 0.14% | −134−1.3% | Reduced |
| High Net Worth Advisory Group LLC | 9,899 | $1.48M | 0.55% | −991−9.1% | Reduced |
| WBI Investments | 9,874 | $1.47M | 0.30% | +9,874 | New |
| Redhawk Wealth Advisors, Inc. | 9,873 | $1.47M | 0.29% | −373−3.6% | Reduced |
| Doheny Asset Management | 9,868 | $1.47M | 1.44% | 00.0% | Unchanged |
| 3Chopt Investment Partners, LLC | 9,850 | $1.47M | 0.54% | +9,850 | New |
| Caption Management, LLC | 9,843 | $1.47M | 0.16% | +7,943+418.1% | Added |
| Dumont & Blake Investment Advisors LLC | 9,832 | $1.47M | 0.45% | −433−4.2% | Reduced |
| Financial Engines Advisors L.L.C. | 9,808 | $1.46M | 0.00% | +158+1.6% | Added |
| Silverlake Wealth Management LLC | 9,805 | $1.46M | 0.81% | −1,066−9.8% | Reduced |
| Access Financial Services, Inc. | 9,775 | $1.46M | 0.75% | +136+1.4% | Added |
| Waddell & Associates, LLC | 9,738 | $1.46M | 0.20% | −1,622−14.3% | Reduced |
| Premier Path Wealth Partners, LLC | 9,809 | $1.45M | 0.32% | +9,809 | New |
| AAFMAA Wealth Management & Trust LLC | 9,724 | $1.45M | 0.82% | +7,770+397.6% | Added |
| Eight 31 Financial LLC | 9,714 | $1.45M | 0.89% | +9,714 | New |
| King Wealth | 9,701 | $1.45M | 0.28% | +810+9.1% | Added |
| SeaBridge Investment Advisors LLC | 9,664 | $1.44M | 0.42% | −1,532−13.7% | Reduced |
| Park Place Capital Corp | 9,661 | $1.44M | 0.57% | −1,637−14.5% | Reduced |
| Nilsine Partners, LLC | 9,660 | $1.44M | 0.22% | +12+0.1% | Added |
| FRG Family Wealth Advisors LLC | 9,646 | $1.44M | 0.29% | −57−0.6% | Reduced |
| Girard Partners Ltd. | 9,618 | $1.43M | 0.15% | −335−3.4% | Reduced |
| Prostatis Group LLC | 9,601 | $1.43M | 0.60% | +26+0.3% | Added |
| Lakeview Capital Partners, LLC | 9,587 | $1.43M | 0.25% | +365+4.0% | Added |
| TBH Global Asset Management, LLC | 9,578 | $1.43M | 0.29% | −3,112−24.5% | Reduced |
| Chesapeake Asset Management LLC | 9,569 | $1.43M | 1.27% | +272+2.9% | Added |
| Shulman DeMeo Asset Management LLC | 9,567 | $1.43M | 0.40% | +71+0.7% | Added |
| Eudaimonia Advisors LLC | 9,524 | $1.42M | 0.92% | −279−2.8% | Reduced |
| Plancorp, LLC | 9,521 | $1.42M | 0.07% | −165−1.7% | Reduced |
| Harvest Portfolios Group Inc. | 9,513 | $1.42M | 0.06% | −269−2.7% | Reduced |
| Legacy Bridge, LLC | 9,508 | $1.42M | 0.92% | −250−2.6% | Reduced |
| Naviter Wealth, LLC | 9,504 | $1.42M | 0.29% | −2,335−19.7% | Reduced |
| Etesian Wealth Advisors, Inc. | 9,441 | $1.41M | 0.85% | +10+0.1% | Added |
| WBH Advisory Inc | 9,478 | $1.41M | 0.16% | −77−0.8% | Reduced |
| Cravens & Co Advisors, LLC | 9,470 | $1.41M | 1.22% | −127−1.3% | Reduced |
| Lederer & Associates Investment Counsel | 9,461 | $1.41M | 1.04% | +4,507+91.0% | Added |
| GAMMA Investing LLC | 9,564 | $1.41M | 0.38% | +9,564 | New |
| Traphagen Investment Advisors LLC | 9,449 | $1.41M | 0.17% | −183−1.9% | Reduced |
| LexAurum Advisors, LLC | 9,439 | $1.41M | 0.37% | +1,927+25.7% | Added |
| Lion Street Advisors, LLC | 9,436 | $1.41M | 0.58% | −3,666−28.0% | Reduced |
| Everpar Advisors LLC | 9,429 | $1.41M | 0.65% | +9,429 | New |
| Cito Capital Group, LLC | 9,420 | $1.41M | 0.60% | 00.0% | Unchanged |
| Farmers Trust Co | 9,410 | $1.40M | 0.29% | +15+0.2% | Added |
| Roof Eidam & Maycock | 9,401 | $1.40M | 0.42% | −413−4.2% | Reduced |
| Joseph Group Capital Management | 9,385 | $1.40M | 0.81% | +373+4.1% | Added |
| MCF Advisors LLC | 9,371 | $1.40M | 0.11% | +384+4.3% | Added |
| Mayfair Advisory Group, LLC | 9,342 | $1.40M | 1.19% | +311+3.4% | Added |
| BOS Asset Management, LLC | 9,323 | $1.39M | 0.95% | +122+1.3% | Added |
| Schmidt P J Investment Management Inc | 9,318 | $1.39M | 0.28% | +914+10.9% | Added |
| Hubbell Strickland Wealth Management, LLC | 9,271 | $1.38M | 0.76% | +52+0.6% | Added |
| Harrell Investment Partners, LLC | 9,259 | $1.38M | 0.43% | +17+0.2% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 9,220 | $1.38M | 0.04% | −3,064−24.9% | Reduced |
| Cove Private Wealth, LLC | 9,215 | $1.37M | 1.30% | +9,215 | New |
| Nexus Investment Management ULC | 9,200 | $1.37M | 0.14% | −1,000−9.8% | Reduced |
| Secured Retirement Advisors, LLC | 9,198 | $1.37M | 1.32% | +9,198 | New |
| TLWM | 9,196 | $1.37M | 0.32% | +59+0.6% | Added |
| Benedetti & Gucer, Inc. | 9,170 | $1.37M | 0.72% | +156+1.7% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 9,148 | $1.36M | 0.63% | +8+0.1% | Added |
| IPG Investment Advisors LLC | 9,130 | $1.36M | 0.27% | +9,130 | New |
| Embree Financial Group | 9,119 | $1.36M | 0.29% | +9,119 | New |
| Adalta Capital Management LLC | 9,118 | $1.36M | 0.82% | 00.0% | Unchanged |
| Peoples Bank | 9,117 | $1.36M | 1.09% | 00.0% | Unchanged |
| Advisory Research Inc | 9,116 | $1.36M | 0.21% | −940−9.3% | Reduced |
| First Trust Investment Solutions L.P. | 9,107 | $1.36M | 0.28% | +9,107 | New |
| DF Dent & Co Inc | 9,104 | $1.36M | 0.02% | +2,788+44.1% | Added |
| Firestone Capital Management | 9,095 | $1.36M | 0.42% | 00.0% | Unchanged |
| Castellan Group, LLC | 9,082 | $1.35M | 0.84% | +1,104+13.8% | Added |
| LifePro Asset Management | 9,076 | $1.35M | 1.05% | +214+2.4% | Added |
| Laidlaw Wealth Management LLC | 9,065 | $1.35M | 0.49% | −3,951−30.4% | Reduced |
| Tradition Wealth Management, LLC | 9,039 | $1.35M | 0.14% | −239−2.6% | Reduced |
| Needham Investment Management LLC | 9,000 | $1.34M | 0.17% | 00.0% | Unchanged |
| Thrive Wealth Management, LLC | 8,995 | $1.34M | 0.30% | +18+0.2% | Added |
| Allegheny Financial Group LTD | 8,994 | $1.34M | 0.43% | +1,221+15.7% | Added |
| SS&H Financial Advisors, Inc. | 8,980 | $1.34M | 0.57% | −926−9.3% | Reduced |
| Retirement Planning Co of New England, Inc. | 8,977 | $1.34M | 0.60% | +518+6.1% | Added |
| StrategIQ Financial Group, LLC | 8,966 | $1.34M | 0.15% | +14+0.2% | Added |
| Cypress Wealth Services, LLC | 8,964 | $1.34M | 0.33% | −11−0.1% | Reduced |
| Greenup Street Wealth Management LLC | 8,956 | $1.34M | 0.37% | +3,173+54.9% | Added |
| Brevan Howard Capital Management LP | 8,952 | $1.34M | 0.13% | +8,952 | New |
| Pacific Sage Partners, LLC | 8,936 | $1.33M | 0.37% | +57+0.6% | Added |