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 |
|---|---|---|---|---|---|
| Sonora Investment Management Group, LLC | 58,906 | $8.79M | 0.71% | +13,284+29.1% | Added |
| Resources Management Corp | 58,791 | $8.77M | 1.30% | +615+1.1% | Added |
| Fiduciary Alliance LLC | 58,679 | $8.75M | 1.72% | +5,806+11.0% | Added |
| Eagle Rock Investment Company, LLC | 58,536 | $8.73M | 1.79% | −18,103−23.6% | Reduced |
| Klingenstein Fields & Co LP | 58,263 | $8.69M | 0.39% | +2,580+4.6% | Added |
| Vista Investment Partners LLC | 58,163 | $8.68M | 3.19% | +58,163 | New |
| Farther Finance Advisors, LLC | 58,066 | $8.66M | 0.62% | +1,416+2.5% | Added |
| LMG Wealth Partners, LLC | 57,624 | $8.60M | 2.39% | −289−0.5% | Reduced |
| Edge Capital Group, LLC | 57,591 | $8.59M | 0.48% | +5,923+11.5% | Added |
| Covington Investment Advisors Inc. | 57,489 | $8.57M | 1.56% | +4,429+8.3% | Added |
| Pioneer Trust Bank N A | 57,260 | $8.54M | 2.54% | +3,045+5.6% | Added |
| Freestone Capital Holdings, LLC | 57,144 | $8.52M | 0.38% | −5,679−9.0% | Reduced |
| Segment Wealth Management, LLC | 57,082 | $8.51M | 0.75% | −34,908−37.9% | Reduced |
| Petredis Investment Advisors LLC | 57,018 | $8.50M | 1.12% | −1,993−3.4% | Reduced |
| Haverford Financial Services, Inc. | 56,842 | $8.48M | 2.54% | +169+0.3% | Added |
| Stockman Wealth Management, Inc. | 56,803 | $8.47M | 1.69% | +1,429+2.6% | Added |
| Novare Capital Management LLC | 56,703 | $8.46M | 0.86% | +1,148+2.1% | Added |
| 1832 Asset Management L.P. | 56,565 | $8.44M | 0.02% | −83,476−59.6% | Reduced |
| First Citizens Bank & Trust Co | 56,563 | $8.44M | 0.15% | +36,779+185.9% | Added |
| Sky Investment Group LLC | 56,500 | $8.43M | 1.78% | +48+0.1% | Added |
| Ashton Thomas Private Wealth, LLC | 56,413 | $8.41M | 0.53% | −4,115−6.8% | Reduced |
| Grassi Investment Management | 56,396 | $8.41M | 0.88% | 00.0% | Unchanged |
| Oak Harvest Investment Services | 56,291 | $8.40M | 1.68% | −14,735−20.7% | Reduced |
| SlateStone Wealth, LLC | 56,107 | $8.37M | 1.09% | +2,941+5.5% | Added |
| Birmingham Capital Management Co Inc | 55,869 | $8.33M | 3.30% | −1,350−2.4% | Reduced |
| Stokes Family Office, LLC | 55,774 | $8.32M | 1.12% | −6,437−10.3% | Reduced |
| Great Valley Advisor Group, Inc. | 55,732 | $8.31M | 0.29% | −2,127−3.7% | Reduced |
| Cypress Capital Group | 55,582 | $8.29M | 1.08% | −1,425−2.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 55,570 | $8.29M | 0.22% | −433−0.8% | Reduced |
| Journey Advisory Group, LLC | 55,524 | $8.28M | 1.13% | +817+1.5% | Added |
| Alberta Investment Management Corp | 55,475 | $8.27M | 0.08% | +6,375+13.0% | Added |
| Ameritas Investment Partners, Inc. | 55,437 | $8.27M | 0.30% | −3,396−5.8% | Reduced |
| James Investment Research Inc | 55,423 | $8.27M | 1.04% | −15,855−22.2% | Reduced |
| Laffer Tengler Investments | 55,329 | $8.25M | 2.19% | +875+1.6% | Added |
| Alaska Permanent Fund Corp | 54,829 | $8.18M | 0.13% | −627−1.1% | Reduced |
| Quantinno Capital Management LP | 54,737 | $8.16M | 0.29% | +1,241+2.3% | Added |
| HTLF Bank | 54,667 | $8.15M | 0.96% | +54,667 | New |
| Valicenti Advisory Services Inc | 54,648 | $8.15M | 2.48% | −1,996−3.5% | Reduced |
| Woodward Diversified Capital, LLC | 54,440 | $8.12M | 5.10% | −1,781−3.2% | Reduced |
| Regal Investment Advisors LLC | 54,385 | $8.11M | 0.61% | −400−0.7% | Reduced |
| Close Asset Management Ltd | 54,356 | $8.11M | 0.34% | +784+1.5% | Added |
| Waverton Investment Management Ltd | 53,551 | $7.99M | 0.19% | −4,475−7.7% | Reduced |
| Grimes & Company, Inc. | 53,510 | $7.98M | 0.26% | +3,124+6.2% | Added |
| TCG Advisory Services, LLC | 53,252 | $7.94M | 0.55% | +17,091+47.3% | Added |
| Richard Bernstein Advisors LLC | 53,216 | $7.94M | 0.18% | +42+0.1% | Added |
| Sawtooth Solutions, LLC | 53,150 | $7.93M | 0.22% | −772−1.4% | Reduced |
| Strategy Asset Managers LLC | 52,922 | $7.89M | 1.87% | −1,459−2.7% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 52,794 | $7.87M | 0.71% | +7,772+17.3% | Added |
| Spinnaker Trust | 52,762 | $7.87M | 0.54% | +3,028+6.1% | Added |
| United Services Automobile Association | 52,555 | $7.84M | 0.17% | +3,696+7.6% | Added |
| Panagora Asset Management Inc | 52,498 | $7.83M | 0.04% | −191,076−78.4% | Reduced |
| Lyell Wealth Management, LP | 52,411 | $7.82M | 0.89% | +920+1.8% | Added |
| Advocate Group LLC | 52,198 | $7.79M | 1.67% | +375+0.7% | Added |
| Lynch & Associates | 51,772 | $7.72M | 1.88% | −618−1.2% | Reduced |
| Man Group plc | 51,454 | $7.67M | 0.02% | – | – |
| Greenleaf Trust | 51,450 | $7.67M | 0.08% | −4,102−7.4% | Reduced |
| Banque Cantonale Vaudoise | 51,282 | $7.65M | 0.33% | −1,433−2.7% | Reduced |
| Citizens National Bank Trust Department | 51,268 | $7.65M | 1.94% | +649+1.3% | Added |
| Terry L. Blaker | 51,246 | $7.64M | 0.63% | +845+1.7% | Added |
| Coldstream Capital Management Inc | 50,916 | $7.59M | 0.21% | +5,439+12.0% | Added |
| Skba Capital Management LLC | 50,825 | $7.58M | 1.28% | −525−1.0% | Reduced |
| Bleakley Financial Group, LLC | 50,679 | $7.56M | 0.24% | −589−1.1% | Reduced |
| Fred Alger Management, LLC | 50,612 | $7.55M | 0.04% | +5,630+12.5% | Added |
| Federation des caisses Desjardins du Quebec | 50,328 | $7.51M | 0.07% | −2,496−4.7% | Reduced |
| Culbertson A N & Co Inc | 50,284 | $7.50M | 1.39% | +266+0.5% | Added |
| Schnieders Capital Management LLC | 50,111 | $7.47M | 1.65% | +4,005+8.7% | Added |
| DDD Partners, LLC | 50,102 | $7.47M | 1.00% | −66,493−57.0% | Reduced |
| One Capital Management, LLC | 50,081 | $7.47M | 0.30% | +258+0.5% | Added |
| Alpine Woods Capital Investors, LLC | 50,039 | $7.46M | 1.12% | −11,920−19.2% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 49,847 | $7.43M | 0.81% | −920−1.8% | Reduced |
| Summit Global Investments | 49,789 | $7.43M | 0.49% | +11,103+28.7% | Added |
| HighPoint Advisor Group LLC | 47,461 | $7.43M | 0.53% | +47,461 | New |
| Shorepoint Capital Partners LLC | 49,758 | $7.42M | 1.99% | +1,854+3.9% | Added |
| Iowa State Bank | 49,248 | $7.35M | 1.76% | +409+0.8% | Added |
| BKD Wealth Advisors, LLC | 48,708 | $7.27M | 0.20% | −364−0.7% | Reduced |
| Twin Tree Management, LP | 48,591 | $7.25M | 0.13% | +48,591 | New |
| Diversified Trust Co | 48,541 | $7.24M | 0.24% | +801+1.7% | Added |
| Ipswich Investment Management Co., Inc. | 48,532 | $7.24M | 1.83% | +613+1.3% | Added |
| Levin Capital Strategies, L.P. | 48,469 | $7.23M | 0.80% | +44,963+1,282.5% | Added |
| Valeo Financial Advisors, LLC | 48,292 | $7.20M | 0.29% | +5,580+13.1% | Added |
| Pettyjohn, Wood & White, Inc | 48,259 | $7.20M | 1.56% | +704+1.5% | Added |
| Nicholas Company, Inc. | 48,155 | $7.18M | 0.13% | 00.0% | Unchanged |
| Montag A & Associates Inc | 48,125 | $7.18M | 0.40% | −1,591−3.2% | Reduced |
| Stolper Co | 47,998 | $7.16M | 2.88% | −36−0.1% | Reduced |
| Wallace Advisory Group, LLC | 42,341 | $7.14M | 5.59% | −33−0.1% | Reduced |
| Essex Financial Services, Inc. | 47,859 | $7.14M | 0.74% | +4,342+10.0% | Added |
| Bluefin Capital Management, LLC | 47,641 | $7.14M | 0.63% | +47,641 | New |
| NewEdge Wealth, LLC | 47,757 | $7.12M | 0.18% | +2,135+4.7% | Added |
| Cape Cod Five Cents Savings Bank | 47,755 | $7.12M | 0.72% | −52,949−52.6% | Reduced |
| Snowden Capital Advisors LLC | 47,573 | $7.10M | 0.27% | −8,659−15.4% | Reduced |
| 1st Source Bank | 47,536 | $7.09M | 0.43% | −1,919−3.9% | Reduced |
| Tritonpoint Wealth, LLC | 47,398 | $7.07M | 0.69% | +47,398 | New |
| Shell Asset Management Co | 47,350 | $7.06M | 0.33% | −12,221−20.5% | Reduced |
| GLOBALT Investments LLC | 47,326 | $7.06M | 0.29% | +47,326 | New |
| Rodgers Brothers Inc. | 47,309 | $7.06M | 1.11% | −808−1.7% | Reduced |
| Smith Group Asset Management, LLC | 47,275 | $7.05M | 0.41% | +47,275 | New |
| Cary Street Partner Investment Advisory LLC | 47,264 | $7.05M | 0.34% | +68+0.1% | Added |
| Agf Management Ltd | 47,242 | $7.05M | 0.04% | +3,781+8.7% | Added |
| Integrated Advisors Network LLC | 47,183 | $7.04M | 0.40% | +7,490+18.9% | Added |
| Amica Mutual Insurance Co | 47,095 | $7.03M | 0.76% | 00.0% | Unchanged |