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 |
|---|---|---|---|---|---|
| FLC Capital Advisors | 47,077 | $7.02M | 1.89% | +23,714+101.5% | Added |
| Resources Investment Advisors, LLC. | 46,990 | $7.01M | 0.12% | +5,979+14.6% | Added |
| Red Door Wealth Management, LLC | 46,963 | $7.01M | 1.52% | +9,860+26.6% | Added |
| Beacon Investment Advisory Services, Inc. | 46,829 | $6.99M | 0.32% | +2,305+5.2% | Added |
| Advanced Asset Management Advisors Inc | 46,826 | $6.98M | 1.66% | +20.0% | Added |
| Arkadios Wealth Advisors | 46,732 | $6.97M | 0.59% | +21,281+83.6% | Added |
| ProVise Management Group, LLC | 46,664 | $6.96M | 0.59% | +2,166+4.9% | Added |
| Quintet Private Bank (Europe) S.A. | 46,652 | $6.96M | 0.43% | +38,484+471.2% | Added |
| Puzo Michael J | 46,626 | $6.95M | 2.21% | +1,565+3.5% | Added |
| Fruth Investment Management | 46,456 | $6.93M | 1.94% | +200+0.4% | Added |
| Lawson Kroeker Investment Management Inc | 46,355 | $6.91M | 1.42% | +262+0.6% | Added |
| Wealth Advisory Solutions, LLC | 46,215 | $6.89M | 2.41% | −6,962−13.1% | Reduced |
| Boothe Investment Group, Inc. | 46,212 | $6.89M | 3.11% | −152−0.3% | Reduced |
| Rowland & Co Investment Counsel | 46,199 | $6.89M | 1.58% | −287−0.6% | Reduced |
| XML Financial, LLC | 46,170 | $6.89M | 0.73% | +3,332+7.8% | Added |
| EverSource Wealth Advisors, LLC | 46,104 | $6.88M | 0.63% | +2,152+4.9% | Added |
| Hennion & Walsh Asset Management, Inc. | 46,078 | $6.87M | 0.39% | +3,609+8.5% | Added |
| Thoroughbred Financial Services, LLC | 45,921 | $6.85M | 0.55% | −720−1.5% | Reduced |
| FJ Investments, LLC | 45,600 | $6.80M | 0.32% | +45,600 | New |
| Marathon Capital Management | 45,479 | $6.78M | 1.71% | −427−0.9% | Reduced |
| Graves-Light Private Wealth Management, Inc. | 45,442 | $6.78M | 0.84% | +694+1.6% | Added |
| Legacy Private Trust Co. | 45,359 | $6.77M | 0.54% | +311+0.7% | Added |
| Farmers National Bank | 45,188 | $6.74M | 2.16% | −154−0.3% | Reduced |
| Hourglass Capital, LLC | 45,057 | $6.72M | 2.16% | +1,333+3.0% | Added |
| Buckingham Strategic Wealth, LLC | 44,897 | $6.70M | 0.08% | −2,343−5.0% | Reduced |
| Evergreen Capital Management LLC | 44,829 | $6.69M | 0.27% | +3,836+9.4% | Added |
| Kovack Advisors, Inc. | 44,741 | $6.67M | 0.79% | +2,384+5.6% | Added |
| Parcion Private Wealth LLC | 44,610 | $6.65M | 0.61% | +6,923+18.4% | Added |
| Brown Brothers Harriman & Co | 44,406 | $6.62M | 0.06% | −2,552−5.4% | Reduced |
| Community Bank & Trust, Waco, Texas | 44,350 | $6.62M | 1.80% | +3,955+9.8% | Added |
| Vestcor Inc | 44,141 | $6.58M | 0.22% | −422−0.9% | Reduced |
| Global Retirement Partners, LLC | 45,516 | $6.54M | 0.27% | +1,153+2.6% | Added |
| BancorpSouth Bank | 43,792 | $6.53M | 0.53% | −35−0.1% | Reduced |
| Vinva Investment Management Ltd | 43,578 | $6.53M | 0.45% | −2,299−5.0% | Reduced |
| Pine Valley Investments Ltd Liability Co | 43,745 | $6.53M | 0.55% | +7,509+20.7% | Added |
| Retirement Group, LLC | 43,731 | $6.52M | 2.64% | +5,240+13.6% | Added |
| DFPG Investments, LLC | 42,787 | $6.52M | 0.51% | −169−0.4% | Reduced |
| Hamel Associates, Inc. | 43,666 | $6.51M | 2.29% | −50−0.1% | Reduced |
| Asset Planning Services Inc | 43,575 | $6.50M | 3.95% | −495−1.1% | Reduced |
| J.W. Cole Advisors, Inc. | 43,570 | $6.50M | 0.38% | +8,467+24.1% | Added |
| Chelsea Counsel Co | 43,465 | $6.48M | 3.44% | −394−0.9% | Reduced |
| First Manhattan Co | 43,364 | $6.47M | 0.02% | −90.0% | Reduced |
| Plimoth Trust Co LLC | 43,228 | $6.45M | 1.86% | +2,388+5.8% | Added |
| Woodstock Corp | 43,168 | $6.44M | 0.75% | −226−0.5% | Reduced |
| Insight Folios Inc | 43,047 | $6.42M | 2.78% | +2,655+6.6% | Added |
| Cohen Klingenstein LLC | 43,000 | $6.41M | 0.26% | 00.0% | Unchanged |
| Dudley Capital Management, LLC | 42,757 | $6.38M | 4.09% | +576+1.4% | Added |
| Patton Albertson Miller Group, LLC | 42,753 | $6.38M | 1.06% | +4,681+12.3% | Added |
| Nikko Asset Management Americas, Inc. | 42,760 | $6.38M | 0.06% | +2,606+6.5% | Added |
| Managed Asset Portfolios, LLC | 42,717 | $6.37M | 0.97% | −24,299−36.3% | Reduced |
| Northwest Bancshares, Inc. | 42,436 | $6.33M | 1.15% | +3,365+8.6% | Added |
| Merit Financial Group, LLC | 42,300 | $6.31M | 0.19% | −16,800−28.4% | Reduced |
| Shufro Rose & Co LLC | 37,395 | $6.31M | 0.60% | 00.0% | Unchanged |
| Spectrum Asset Management, Inc. (NB/CA) | 42,267 | $6.30M | 2.79% | −1,441−3.3% | Reduced |
| Gluskin Sheff & Assoc Inc | 42,203 | $6.29M | 0.62% | −12,693−23.1% | Reduced |
| Compass Wealth Management LLC | 42,056 | $6.27M | 1.75% | +5,219+14.2% | Added |
| Boston Financial Mangement LLC | 41,929 | $6.25M | 0.21% | −1,647−3.8% | Reduced |
| FineMark National Bank & Trust | 41,876 | $6.25M | 0.26% | −130−0.3% | Reduced |
| Buckhead Capital Management LLC | 41,808 | $6.24M | 2.31% | +1,701+4.2% | Added |
| CoreCap Advisors, LLC | 41,763 | $6.23M | 0.40% | +4,755+12.8% | Added |
| Fulton Bank, N.A. | 41,749 | $6.23M | 0.28% | +64+0.2% | Added |
| Global Wealth Management Investment Advisory, Inc. | 41,578 | $6.20M | 1.59% | +5,402+14.9% | Added |
| Abbrea Capital, LLC | 41,513 | $6.19M | 0.89% | −401−1.0% | Reduced |
| First Hawaiian Bank | 41,479 | $6.19M | 0.19% | −3,740−8.3% | Reduced |
| Fort Sheridan Advisors LLC | 41,208 | $6.15M | 1.23% | +4,933+13.6% | Added |
| Stratos Wealth Advisors, LLC | 40,982 | $6.11M | 0.35% | +1,322+3.3% | Added |
| Degroof Petercam Asset Management | 40,900 | $6.10M | 0.08% | +40,900 | New |
| TCTC Holdings, LLC | 40,822 | $6.09M | 0.22% | +2,715+7.1% | Added |
| AMG National Trust Bank | 40,813 | $6.09M | 0.19% | −950−2.3% | Reduced |
| Trustmark National Bank Trust Department | 40,800 | $6.09M | 0.55% | −762−1.8% | Reduced |
| Hollow Brook Wealth Management LLC | 40,521 | $6.04M | 2.41% | +556+1.4% | Added |
| Silvia McColl Wealth Management, LLC | 40,441 | $6.03M | 5.43% | −1,011−2.4% | Reduced |
| Calamos Wealth Management LLC | 40,438 | $6.03M | 0.38% | −2,830−6.5% | Reduced |
| McGowan Group Asset Management, Inc. | 40,363 | $6.02M | 0.97% | +15,509+62.4% | Added |
| Wolverine Trading, LLC | 40,246 | $6.00M | 0.05% | +40,246 | New |
| Level Four Advisory Services, LLC | 40,227 | $6.00M | 0.34% | +1,498+3.9% | Added |
| Perkins Coie Trust Co | 40,114 | $5.98M | 1.51% | +1,063+2.7% | Added |
| C2C Wealth Management, LLC | 39,582 | $5.93M | 5.02% | −13,839−25.9% | Reduced |
| TRUE Private Wealth Advisors | 39,695 | $5.92M | 0.75% | +4,007+11.2% | Added |
| HAP Trading, LLC | 39,659 | $5.92M | 1.74% | +39,659 | New |
| Farmers & Merchants Trust Co of Long Beach | 39,570 | $5.90M | 1.56% | −813−2.0% | Reduced |
| Martin Capital Partners, LLC | 39,553 | $5.90M | 2.41% | −549−1.4% | Reduced |
| Capital Analysts, LLC | 39,377 | $5.87M | 0.30% | −617−1.5% | Reduced |
| Rockland Trust Co | 39,300 | $5.86M | 0.32% | −3,923−9.1% | Reduced |
| City Holding Co | 39,289 | $5.86M | 0.94% | −1,533−3.8% | Reduced |
| IronBridge Private Wealth, LLC | 39,193 | $5.85M | 2.85% | +1,761+4.7% | Added |
| Greylin Investment Mangement Inc | 39,075 | $5.83M | 1.01% | +1,814+4.9% | Added |
| Hartford Financial Management Inc. | 39,014 | $5.82M | 1.32% | +237+0.6% | Added |
| Tyche Wealth Partners LLC | 38,988 | $5.82M | 1.40% | +38,988 | New |
| Pictet North America Advisors SA | 38,919 | $5.81M | 0.75% | −17,435−30.9% | Reduced |
| Penobscot Investment Management Company, Inc. | 38,843 | $5.79M | 0.68% | −3,660−8.6% | Reduced |
| Bragg Financial Advisors, Inc | 38,759 | $5.78M | 0.27% | −751−1.9% | Reduced |
| Capital Investment Counsel, LLC | 38,715 | $5.77M | 2.18% | +38,715 | New |
| NorthRock Partners, LLC | 38,674 | $5.77M | 0.24% | +26,592+220.1% | Added |
| Mattern Wealth Management LLC | 38,668 | $5.77M | 1.48% | −30−0.1% | Reduced |
| NBC Securities, Inc. | 38,540 | $5.75M | 0.58% | +1,870+5.1% | Added |
| Avantax Planning Partners, Inc. | 38,478 | $5.74M | 0.22% | +3,052+8.6% | Added |
| HBK Sorce Advisory LLC | 38,410 | $5.73M | 0.22% | −3,738−8.9% | Reduced |
| Wetherby Asset Management Inc | 38,407 | $5.73M | 0.30% | −1,170−3.0% | Reduced |
| Somerville Kurt F | 38,359 | $5.72M | 1.08% | +985+2.6% | Added |