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 | 4,312 | $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 |
|---|---|---|---|---|---|
| Norinchukin Bank, The | 76,285 | $11.4M | 0.27% | −10,448−12.0% | Reduced |
| Easterly Investment Partners LLC | 76,240 | $11.4M | 1.22% | +50,353+194.5% | Added |
| Ieq Capital, LLC | 75,883 | $11.3M | 0.19% | −6,646−8.1% | Reduced |
| Stamos Capital Partners, L.P. | 75,330 | $11.2M | 3.05% | +13,370+21.6% | Added |
| Perigon Wealth Management, LLC | 75,248 | $11.2M | 0.37% | +539+0.7% | Added |
| Crestwood Advisors Group LLC | 75,131 | $11.2M | 0.26% | −3,593−4.6% | Reduced |
| Intech Investment Management LLC | 74,427 | $11.1M | 0.16% | −1,513−2.0% | Reduced |
| Crossmark Global Holdings, Inc. | 74,176 | $11.1M | 0.23% | −1,106−1.5% | Reduced |
| LaFleur & Godfrey LLC | 74,153 | $11.1M | 1.65% | +14,543+24.4% | Added |
| United Asset Strategies, Inc. | 74,111 | $11.1M | 1.24% | +1,854+2.6% | Added |
| Griffin Asset Management, Inc. | 73,981 | $11.0M | 1.40% | +2,394+3.3% | Added |
| Trust Co of Vermont | 73,390 | $10.9M | 0.73% | −11,274−13.3% | Reduced |
| Adams Asset Advisors, LLC | 73,300 | $10.9M | 1.47% | +3,796+5.5% | Added |
| Wealthspire Advisors, LLC | 72,860 | $10.9M | 0.15% | +34,188+88.4% | Added |
| Cutler Investment Counsel LLC | 72,129 | $10.8M | 1.54% | +2,180+3.1% | Added |
| Power Corp of Canada | 72,082 | $10.8M | 1.11% | +71,913+42,552.1% | Added |
| Willis Investment Counsel | 71,746 | $10.7M | 0.75% | −125−0.2% | Reduced |
| Walleye Trading LLC | 71,720 | $10.7M | 0.16% | +71,720 | New |
| Metropolitan Life Insurance Co | 71,460 | $10.7M | 0.50% | −1,948−2.7% | Reduced |
| Stratos Wealth Partners, LTD. | 71,416 | $10.7M | 0.20% | +4,341+6.5% | Added |
| Compagnie Lombard Odier SCmA | 71,135 | $10.6M | 0.20% | +31,390+79.0% | Added |
| Colonial Trust Advisors | 70,815 | $10.6M | 1.12% | −323−0.5% | Reduced |
| Eagle Global Advisors LLC | 70,638 | $10.5M | 0.64% | −9,387−11.7% | Reduced |
| ARS Investment Partners, LLC | 70,507 | $10.5M | 1.17% | −1,416−2.0% | Reduced |
| Baldwin Brothers Inc | 70,428 | $10.5M | 0.83% | −88−0.1% | Reduced |
| Guardian Capital Advisors LP | 69,541 | $10.4M | 1.08% | −2,318−3.2% | Reduced |
| Focus Financial Network Inc | 69,572 | $10.4M | 0.39% | +69,572 | New |
| WealthPlan Investment Management, LLC | 69,541 | $10.4M | 1.66% | +6,125+9.7% | Added |
| Artemis Investment Management LLP | 69,461 | $10.4M | 0.15% | +20,043+40.6% | Added |
| Flputnam Investment Management Co | 69,213 | $10.3M | 0.24% | −9,188−11.7% | Reduced |
| Brookstone Capital Management | 68,908 | $10.3M | 0.20% | +3,808+5.8% | Added |
| Bogart Wealth, LLC | 68,874 | $10.3M | 0.58% | −462−0.7% | Reduced |
| Bard Financial Services, Inc. | 68,870 | $10.3M | 1.15% | +200+0.3% | Added |
| First Nebraska Trust Co | 68,708 | $10.2M | 1.18% | +1,950+2.9% | Added |
| Allied Investment Advisors, LLC | 68,507 | $10.2M | 2.78% | +937+1.4% | Added |
| First Financial Bank - Trust Division | 68,491 | $10.2M | 1.04% | −371−0.5% | Reduced |
| Dearborn Partners LLC | 68,461 | $10.2M | 0.37% | −1,058−1.5% | Reduced |
| Nixon Peabody Trust Co | 68,232 | $10.2M | 1.14% | +54,918+412.5% | Added |
| Steel Peak Wealth Management LLC | 68,017 | $10.1M | 0.59% | +32,948+94.0% | Added |
| Concurrent Investment Advisors, LLC | 67,874 | $10.1M | 0.48% | +67,874 | New |
| CCM Investment Advisers LLC | 67,863 | $10.1M | 1.25% | +483+0.7% | Added |
| Sequoia Financial Advisors, LLC | 67,648 | $10.1M | 0.13% | +18,280+37.0% | Added |
| Tufton Capital Management | 67,461 | $10.1M | 2.11% | −2,934−4.2% | Reduced |
| Fagan Associates, Inc. | 67,171 | $10.0M | 2.18% | +1,872+2.9% | Added |
| Varma Mutual Pension Insurance Co | 66,900 | $9.98M | 0.11% | +66,900 | New |
| Tokio Marine Asset Management Co Ltd | 66,851 | $9.97M | 0.55% | +2,442+3.8% | Added |
| Pittenger & Anderson Inc | 66,669 | $9.94M | 0.45% | −2,297−3.3% | Reduced |
| TD Private Client Wealth LLC | 66,610 | $9.94M | 0.36% | −6,993−9.5% | Reduced |
| Hendley & Co Inc | 66,560 | $9.93M | 3.86% | −1,063−1.6% | Reduced |
| Core Alternative Capital | 66,323 | $9.89M | 1.70% | −18,196−21.5% | Reduced |
| Visionary Wealth Advisors | 66,259 | $9.88M | 0.73% | +1,996+3.1% | Added |
| Violich Capital Management, Inc. | 66,194 | $9.87M | 1.60% | −1,595−2.4% | Reduced |
| Prudential PLC | 66,130 | $9.86M | 0.11% | −121−0.2% | Reduced |
| Leavell Investment Management, Inc. | 66,053 | $9.85M | 0.63% | −4,342−6.2% | Reduced |
| Alpha Cubed Investments, LLC | 65,943 | $9.84M | 0.55% | +47,240+252.6% | Added |
| Trust Co of Toledo NA | 65,668 | $9.80M | 1.69% | +3,931+6.4% | Added |
| Atlantic Union Bankshares Corp | 65,592 | $9.78M | 0.91% | −3,415−4.9% | Reduced |
| Montgomery Investment Management Inc | 65,437 | $9.76M | 3.00% | 00.0% | Unchanged |
| Alerus Financial NA | 65,415 | $9.76M | 0.80% | −30,758−32.0% | Reduced |
| Boston Private Wealth LLC | 65,333 | $9.75M | 0.24% | +241+0.4% | Added |
| Northern Oak Wealth Management Inc | 65,279 | $9.74M | 1.16% | −3,008−4.4% | Reduced |
| Live Oak Private Wealth LLC | 65,261 | $9.73M | 1.83% | +2,123+3.4% | Added |
| RSM US Wealth Management LLC | 65,101 | $9.71M | 0.26% | +8,159+14.3% | Added |
| Means Investment Co., Inc. | 65,028 | $9.70M | 1.40% | +59+0.1% | Added |
| Ingalls & Snyder LLC | 64,913 | $9.68M | 0.44% | −11,134−14.6% | Reduced |
| FourThought Financial Partners, LLC | 64,592 | $9.63M | 1.21% | +1,613+2.6% | Added |
| Apollon Wealth Management, LLC | 64,554 | $9.63M | 0.33% | +16,180+33.4% | Added |
| Biondo Investment Advisors, LLC | 64,457 | $9.61M | 1.63% | −427−0.7% | Reduced |
| EagleClaw Capital Managment, LLC | 64,360 | $9.60M | 2.00% | +500+0.8% | Added |
| Courier Capital LLC | 64,177 | $9.57M | 0.73% | −680−1.0% | Reduced |
| Commerzbank Aktiengesellschaft | 63,833 | $9.52M | 0.38% | +8,160+14.7% | Added |
| Meridian Investment Counsel Inc. | 63,518 | $9.47M | 3.25% | +650+1.0% | Added |
| Empirical Finance, LLC | 63,327 | $9.45M | 0.66% | +277+0.4% | Added |
| Caldwell Trust Co | 63,264 | $9.44M | 1.19% | −3,732−5.6% | Reduced |
| FIL Ltd | 63,263 | $9.44M | 0.01% | +50,194+384.1% | Added |
| Dupree Financial Group, LLC | 63,002 | $9.40M | 4.60% | +63,002 | New |
| SeaCrest Wealth Management, LLC | 62,413 | $9.39M | 1.16% | −453−0.7% | Reduced |
| Hennessy Advisors Inc | 62,932 | $9.39M | 0.47% | −2,000−3.1% | Reduced |
| Cambria Investment Management, L.P. | 62,909 | $9.38M | 0.65% | +1,455+2.4% | Added |
| Baxter Bros Inc | 62,875 | $9.38M | 1.30% | +133+0.2% | Added |
| Morgan Dempsey Capital Management LLC | 62,803 | $9.37M | 2.87% | −4,087−6.1% | Reduced |
| Mechanics Bank Trust Department | 62,734 | $9.36M | 1.46% | −3,809−5.7% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 62,545 | $9.33M | 0.65% | −1,279−2.0% | Reduced |
| ARS Wealth Advisors Group, LLC | 62,213 | $9.28M | 1.37% | −4,231−6.4% | Reduced |
| Dean Investment Associates, LLC | 61,742 | $9.21M | 1.32% | −2,671−4.1% | Reduced |
| Sand Hill Global Advisors, LLC | 61,739 | $9.21M | 0.44% | +169+0.3% | Added |
| Shelton Capital Management | 61,632 | $9.19M | 0.29% | +961+1.6% | Added |
| American National Bank | 61,586 | $9.19M | 1.44% | −7,158−10.4% | Reduced |
| Neville Rodie & Shaw Inc | 61,402 | $9.16M | 0.75% | −3,863−5.9% | Reduced |
| Canandaigua National Bank & Trust Co | 61,317 | $9.15M | 1.41% | +2,512+4.3% | Added |
| Adell Harriman & Carpenter Inc | 61,315 | $9.15M | 0.85% | +1,621+2.7% | Added |
| Connors Investor Services Inc | 60,902 | $9.08M | 1.02% | −25,506−29.5% | Reduced |
| Peddock Capital Advisors, LLC | 60,849 | $9.08M | 2.77% | −293−0.5% | Reduced |
| Meridian Wealth Management, LLC | 60,803 | $9.07M | 0.58% | +9,421+18.3% | Added |
| HFG Wealth Management, LLC | 60,768 | $9.06M | 2.22% | +60,768 | New |
| Channing Capital Management, LLC | 60,263 | $8.99M | 0.27% | +12,685+26.7% | Added |
| Patten & Patten Inc | 60,093 | $8.96M | 0.74% | −705−1.2% | Reduced |
| Equitable Holdings, Inc. | 59,893 | $8.93M | 0.11% | +5,648+10.4% | Added |
| WealthPLAN Partners, LLC | 59,191 | $8.83M | 0.91% | +5,641+10.5% | Added |
| Engrave Wealth Partners LLC | 58,936 | $8.79M | 2.51% | −98−0.2% | Reduced |