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
- 3,478
- +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
- 1,306 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 | 4,312 | $298.0B |
| Q4 2025 | 3,994 | $223.3B |
| Q3 2025 | 3,803 | $225.3B |
| Q2 2025 | 3,708 | $189.0B |
| Q1 2025 | 3,826 | $222.9B |
| Q4 2024 | 3,765 | $194.0B |
| Q3 2024 | 3,488 | $198.0B |
| Q2 2024 | 3,511 | $214.0B |
| Q1 2024 | 3,523 | $212.7B |
| Q4 2023 | 3,478 | $200.3B |
| Q3 2023 | 3,339 | $222.6B |
| Q2 2023 | 3,286 | $205.0B |
| Q1 2023 | 3,273 | $217.1B |
| Q4 2022 | 3,289 | $243.6B |
| Q3 2022 | 3,057 | $195.7B |
| Q2 2022 | 3,060 | $198.4B |
| Q1 2022 | 3,071 | $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 |
|---|---|---|---|---|---|
| Bartlett & Co. LLC | 454,010 | $68.0M | 1.10% | +178,170+64.6% | Added |
| Bartlett & Co. Wealth Management LLC | 454,010 | $68.0M | 1.10% | +178,170+64.6% | Added |
| Kornitzer Capital Management Inc | 452,716 | $67.5M | 1.31% | +1,700+0.4% | Added |
| Merewether Investment Management, LP | 442,680 | $66.0M | 3.90% | +442,680 | New |
| GWM Advisors LLC | 453,104 | $65.8M | 0.62% | +24,768+5.8% | Added |
| Pinebridge Investments, L.P. | 441,079 | $65.8M | 0.61% | +23,795+5.7% | Added |
| Cambridge Investment Research Advisors, Inc. | 440,778 | $65.7M | 0.28% | +16,758+4.0% | Added |
| Ceredex Value Advisors LLC | 439,411 | $65.5M | 1.14% | +439,411 | New |
| Nordea Investment Management AB | 434,911 | $64.9M | 0.08% | +16,274+3.9% | Added |
| CIBC World Markets Corp | 434,939 | $64.9M | 0.35% | +184,783+73.9% | Added |
| Douglas Lane & Associates, LLC | 430,494 | $64.2M | 0.99% | −5,125−1.2% | Reduced |
| MetLife Investment Management | 425,516 | $63.5M | 0.46% | −13,255−3.0% | Reduced |
| Quilter Plc | 420,573 | $63.1M | 2.13% | +22,772+5.7% | Added |
| Amalgamated Bank | 421,445 | $62.9M | 0.50% | −27,040−6.0% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 417,747 | $62.3M | 0.27% | +33,483+8.7% | Added |
| Guggenheim Capital LLC | 417,003 | $62.2M | 0.47% | −25,372−5.7% | Reduced |
| Factory Mutual Insurance Co | 415,600 | $62.0M | 0.77% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 413,359 | $61.7M | 0.17% | −45,914−10.0% | Reduced |
| Empowered Funds, LLC | 406,953 | $60.7M | 1.52% | +14,744+3.8% | Added |
| Edgar Lomax Co | 405,324 | $60.5M | 3.95% | −16,100−3.8% | Reduced |
| Clark Capital Management Group, Inc. | 403,985 | $60.3M | 0.49% | −5,551−1.4% | Reduced |
| Staley Capital Advisers Inc | 402,574 | $60.0M | 2.99% | +15,678+4.1% | Added |
| Umb Bank N A | 401,997 | $60.0M | 0.88% | −8,263−2.0% | Reduced |
| DnB Asset Management AS | 400,501 | $59.7M | 0.31% | +29,912+8.1% | Added |
| Welch & Forbes LLC | 391,427 | $58.4M | 0.88% | +1470.0% | Added |
| AXA S.A. | 388,349 | $57.9M | 0.19% | +23,303+6.4% | Added |
| Allspring Global Investments Holdings, LLC | 385,354 | $57.5M | 0.10% | −67,534−14.9% | Reduced |
| Duquesne Family Office LLCSuperinvestorDuquesne Family Office | 384,595 | $57.4M | 1.84% | 00.0% | Unchanged |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 383,995 | $57.3M | 2.17% | +383,995 | New |
| Berkshire Asset Management LLC | 382,094 | $57.0M | 3.25% | +410+0.1% | Added |
| Whittier Trust Co | 373,824 | $55.8M | 0.90% | +4,368+1.2% | Added |
| Sapient Capital LLC | 371,888 | $55.5M | 1.43% | +371,888 | New |
| IFM Investors Pty Ltd | 368,612 | $55.0M | 0.67% | +3,941+1.1% | Added |
| Congress Asset Management Co | 364,501 | $54.4M | 0.43% | −54,586−13.0% | Reduced |
| Texas Permanent School Fund | 362,570 | $54.1M | 0.47% | −4,127−1.1% | Reduced |
| Peapack Gladstone Financial Corp | 361,916 | $54.0M | 0.91% | −780−0.2% | Reduced |
| RNC Capital Management LLC | 358,714 | $53.5M | 3.21% | +28,465+8.6% | Added |
| Welch Group, LLC | 354,856 | $52.9M | 2.85% | +8,643+2.5% | Added |
| D. E. Shaw & Co., Inc. | 348,905 | $52.0M | 0.08% | −43,608−11.1% | Reduced |
| CIBC World Markets Inc. | 346,900 | $51.7M | 0.15% | +139,796+67.5% | Added |
| Colony Group, LLC | 345,278 | $51.5M | 0.67% | +345,278 | New |
| Macquarie Group Ltd | 345,095 | $51.5M | 0.06% | +46,967+15.8% | Added |
| Border to Coast Pensions Partnership Ltd | 345,085 | $51.5M | 1.26% | 00.0% | Unchanged |
| Evercore Wealth Management, LLC | 345,012 | $51.5M | 0.86% | −3,414−1.0% | Reduced |
| Gabelli Funds LLC | 344,900 | $51.4M | 0.40% | −12,853−3.6% | Reduced |
| Bradley Foster & Sargent Inc | 337,391 | $50.3M | 0.98% | +32,181+10.5% | Added |
| Alyeska Investment Group, L.P. | 334,739 | $49.9M | 0.34% | +334,739 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 334,455 | $49.9M | 0.36% | −22,292−6.2% | Reduced |
| Clifford Swan Investment Counsel LLC | 334,151 | $49.8M | 1.94% | +303+0.1% | Added |
| Groupama Asset Managment | 329,502 | $49.1M | 1.28% | +329,502 | New |
| Point72 Asia (Singapore) Pte. Ltd. | 327,648 | $48.9M | 11.95% | +327,648 | New |
| D.A. Davidson & Co. | 326,480 | $48.7M | 0.48% | +19,021+6.2% | Added |
| Cetera Advisor Networks LLC | 324,435 | $48.4M | 0.27% | +8,282+2.6% | Added |
| Stock Yards Bank & Trust Co | 324,095 | $48.3M | 1.72% | +221+0.1% | Added |
| KCM Investment Advisors LLC | 323,382 | $48.2M | 1.92% | +6,549+2.1% | Added |
| Nomura Holdings Inc | 320,871 | $47.9M | 0.43% | +215,645+204.9% | Added |
| William Blair Investment Management, LLC | 314,203 | $46.9M | 0.14% | +74,072+30.8% | Added |
| Yousif Capital Management, LLC | 310,817 | $46.4M | 0.55% | −18,817−5.7% | Reduced |
| HM Payson & Co | 310,543 | $46.3M | 0.96% | −111,406−26.4% | Reduced |
| Czech National Bank | 307,535 | $45.9M | 0.65% | −2,569−0.8% | Reduced |
| Vaughan David Investments LLC | 306,951 | $45.8M | 1.25% | +8,570+2.9% | Added |
| United Capital Financial Advisers, LLC | 306,354 | $45.7M | 0.38% | −230,197−42.9% | Reduced |
| Ancora Advisors, LLC | 305,378 | $45.6M | 1.08% | +9,527+3.2% | Added |
| Cambiar Investors LLC | 299,455 | $44.7M | 1.76% | −54,024−15.3% | Reduced |
| Waters Parkerson & Co., LLC | 298,700 | $44.6M | 2.47% | −2,978−1.0% | Reduced |
| Utah Retirement Systems | 298,527 | $44.5M | 0.57% | −6,700−2.2% | Reduced |
| State of Alaska, Department of Revenue | 297,647 | $44.4M | 0.53% | −20,420−6.4% | Reduced |
| Massmutual Trust Co FSB | 294,080 | $43.9M | 1.47% | −452−0.2% | Reduced |
| Signature Estate & Investment Advisors LLC | 287,689 | $42.9M | 1.26% | +11,170+4.0% | Added |
| Financial Counselors Inc | 281,744 | $42.0M | 0.75% | +5,964+2.2% | Added |
| Manning & Napier Group, LLC | 278,994 | $41.6M | 0.49% | −44,800−13.8% | Reduced |
| Capital Investment Advisors, LLC | 277,016 | $41.3M | 1.04% | +4,350+1.6% | Added |
| Kestra Advisory Services, LLC | 274,007 | $40.9M | 0.33% | +7,216+2.7% | Added |
| Cresset Asset Management, LLC | 273,077 | $40.7M | 0.25% | −12,352−4.3% | Reduced |
| Teachers Retirement System of the State of Kentucky | 272,169 | $40.6M | 0.38% | −13,560−4.7% | Reduced |
| Kadensa Capital Ltd | 270,530 | $40.4M | 10.17% | +187,765+226.9% | Added |
| Steward Partners Investment Advisory, LLC | 267,187 | $39.9M | 0.54% | +30,000+12.6% | Added |
| Rathbone Brothers plc | 266,346 | $39.7M | 0.26% | −2,055−0.8% | Reduced |
| Public Sector Pension Investment Board | 263,106 | $39.2M | 0.30% | −155,110−37.1% | Reduced |
| CBOE Vest Financial, LLC | 262,917 | $39.2M | 1.46% | +65,072+32.9% | Added |
| LSV Asset Management | 260,549 | $38.9M | 0.08% | −42,988−14.2% | Reduced |
| Schwartz Investment Counsel Inc | 260,267 | $38.8M | 1.52% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 259,897 | $38.8M | 0.47% | +140,233+117.2% | Added |
| Davidson Investment Advisors | 258,887 | $38.6M | 2.21% | +1,727+0.7% | Added |
| Vantage Investment Partners, LLC | 257,547 | $38.4M | 3.83% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 254,610 | $38.0M | 0.60% | +119,996+89.1% | Added |
| Empire Life Investments Inc. | 253,665 | $37.8M | 2.44% | +143,142+129.5% | Added |
| Morningstar Investment Services LLC | 251,978 | $37.7M | 0.21% | +125,344+99.0% | Added |
| Advisors Asset Management, Inc. | 251,775 | $37.6M | 0.77% | −15,112−5.7% | Reduced |
| Donaldson Capital Management, LLC | 251,637 | $37.5M | 1.68% | −5,590−2.2% | Reduced |
| Rossmore Private Capital | 250,213 | $37.3M | 5.27% | +488+0.2% | Added |
| Pathstone Holdings, LLC | 249,478 | $37.3M | 0.20% | +249,478 | New |
| New York Life Investment Management LLC | 249,213 | $37.2M | 0.38% | −28,516−10.3% | Reduced |
| Martingale Asset Management L P | 246,730 | $36.8M | 0.75% | −19,912−7.5% | Reduced |
| CWM, LLC | 243,516 | $36.3M | 0.20% | +28,448+13.2% | Added |
| Meyer Handelman Co | 239,724 | $35.8M | 1.39% | −650.0% | Reduced |
| Foundation Resource Management Inc | 238,621 | $35.6M | 5.67% | +2,478+1.0% | Added |
| Gradient Investments LLC | 237,467 | $35.4M | 0.86% | +10,208+4.5% | Added |
| Daiwa Securities Group Inc. | 236,913 | $35.3M | 0.22% | +12,993+5.8% | Added |
| Becker Capital Management Inc | 236,700 | $35.3M | 1.27% | +4,222+1.8% | Added |