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 2024
Institutional positions in Chevron Corp as of Dec 31, 2024. 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
- 3,764
- +344 vs. Q3 2024
- Shares held
- 1.34B
- −4.36M (−0.3%) vs. Q3 2024
- Total value
- $194.0B
- −$2.66B (−1.4%) vs. Q3 2024
- New holders
- 464
- 1,489 more added
- Sold out
- 120
- 1,477 more reduced
67 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: 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 2024
Shares, value and share of portfolio for each institution holding Chevron Corp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Straight Path Wealth Management | 3,044 | $440.9K | 0.17% | 00.0% | Unchanged |
| Eagle Harbor Asset Management Inc | 3,051 | $441.9K | 0.44% | +5+0.2% | Added |
| Teamwork Financial Advisors, LLC | 3,054 | $442.3K | 0.06% | −210−6.4% | Reduced |
| Rialto Wealth Management, LLC | 3,054 | $442.3K | 0.15% | +3,054 | New |
| Hara Capital LLC | 3,056 | $442.6K | 0.28% | 00.0% | Unchanged |
| Chatham Capital Group, Inc. | 3,057 | $442.8K | 0.07% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 3,058 | $442.9K | 0.07% | −8−0.3% | Reduced |
| Academy Capital Management Inc | 3,062 | $443.5K | 0.07% | +3,062 | New |
| BetterWealth, LLC | 3,070 | $444.7K | 0.12% | 00.0% | Unchanged |
| Tower Wealth Partners, Inc. | 3,070 | $444.7K | 0.23% | +18+0.6% | Added |
| American Alpha Advisors, LLC | 3,071 | $444.8K | 0.40% | −218−6.6% | Reduced |
| Kagan Cocozza Asset Management | 3,072 | $444.9K | 0.37% | +3,072 | New |
| Granite Harbor Advisors, Inc. | 3,089 | $447.4K | 0.25% | +9+0.3% | Added |
| Brogan Financial, Inc. | 3,089 | $447.5K | 0.22% | +471+18.0% | Added |
| Westside Investment Management, Inc. | 3,091 | $447.7K | 0.09% | −314−9.2% | Reduced |
| Keebeck Wealth Management, LLC | 3,097 | $448.6K | 0.06% | −296−8.7% | Reduced |
| Fishman Jay A Ltd | 3,098 | $448.7K | 0.04% | −2,625−45.9% | Reduced |
| RVW Wealth, LLC | 3,098 | $448.7K | 0.04% | −175−5.3% | Reduced |
| Tortoise Investment Management, LLC | 3,101 | $449.2K | 0.05% | +7+0.2% | Added |
| First National Corp | 3,105 | $449.7K | 0.10% | −158−4.8% | Reduced |
| Legacy Financial Group, Inc. | 3,111 | $450.6K | 0.15% | −52−1.6% | Reduced |
| Caitlin John, LLC | 3,111 | $450.6K | 0.31% | −461−12.9% | Reduced |
| Palumbo Wealth Management LLC | 3,111 | $450.7K | 0.17% | +23+0.7% | Added |
| Whelan Financial | 3,117 | $451.5K | 0.18% | +83+2.7% | Added |
| Wisconsin Wealth Advisors, LLC | 3,121 | $452.0K | 0.67% | +3,121 | New |
| Flynn Zito Capital Management, LLC | 3,123 | $452.3K | 0.21% | +225+7.8% | Added |
| Hager Investment Management Services, LLC | 3,128 | $453.1K | 0.28% | +3,128 | New |
| Legacy Trust | 3,129 | $453.2K | 0.11% | +18+0.6% | Added |
| HFR Wealth Management, LLC | 3,130 | $453.3K | 0.11% | −108−3.3% | Reduced |
| Peirce Capital Management, LLC | 3,131 | $453.5K | 0.23% | −521−14.3% | Reduced |
| Pure Portfolios Holdings LLC | 3,132 | $453.6K | 0.17% | −495−13.6% | Reduced |
| Crown Oak Advisors, LLC | 3,132 | $453.6K | 0.23% | +32+1.0% | Added |
| W Advisors, LLC | 3,132 | $453.7K | 0.28% | 00.0% | Unchanged |
| Helium Advisors LLC | 3,136 | $454.3K | 0.36% | +3,136 | New |
| Congress Park Capital LLC | 3,145 | $455.5K | 0.17% | +3,145 | New |
| Encompass More Asset Management | 3,150 | $456.3K | 0.15% | +176+5.9% | Added |
| Monument Capital Management | 3,161 | $457.8K | 0.13% | +21+0.7% | Added |
| First International Bank & Trust | 3,162 | $458.0K | 0.15% | +1,066+50.9% | Added |
| B.O.S.S. Retirement Advisors, LLC | 3,165 | $458.4K | 0.13% | −18,667−85.5% | Reduced |
| David R. Rahn & Associates Inc. | 3,170 | $459.1K | 0.15% | +700+28.3% | Added |
| Midwest Financial Group LLC | 3,177 | $460.2K | 0.26% | +14+0.4% | Added |
| Rosenblum Silverman Sutton S F Inc | 3,179 | $460.4K | 0.12% | +100+3.2% | Added |
| Triton Wealth Management, PLLC | 2,913 | $460.6K | 0.24% | +578+24.8% | Added |
| Better Money Decisions, LLC | 3,181 | $460.7K | 0.32% | +9+0.3% | Added |
| Birchbrook, Inc. | 3,182 | $460.9K | 0.26% | −178−5.3% | Reduced |
| Amplius Wealth Advisors, LLC | 3,187 | $461.6K | 0.05% | −191−5.7% | Reduced |
| Summitry LLC | 3,187 | $461.7K | 0.02% | −685−17.7% | Reduced |
| Black Swift Group, LLC | 3,195 | $462.8K | 0.10% | 00.0% | Unchanged |
| Bordeaux Wealth Advisors LLC | 3,196 | $462.9K | 0.07% | −656−17.0% | Reduced |
| Bruce G. Allen Investments, LLC | 3,197 | $463.1K | 0.38% | −143−4.3% | Reduced |
| Integrity Wealth Advisors, Inc. | 3,203 | $463.9K | 0.34% | +3,203 | New |
| Maia Wealth LLC | 2,954 | $464.4K | 0.10% | −623−17.4% | Reduced |
| Quantum Financial Advisors, LLC | 3,210 | $464.9K | 0.07% | −4−0.1% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 3,214 | $465.5K | 0.08% | +433+15.6% | Added |
| Investment Partners Asset Management, Inc. | 3,219 | $466.3K | 0.37% | +805+33.3% | Added |
| Campbell Deegan Wealth Management, LLC | 3,220 | $466.4K | 0.56% | +3,220 | New |
| Vance Wealth, Inc. | 3,221 | $466.5K | 0.18% | −572−15.1% | Reduced |
| Virtue Capital Management, LLC | 3,223 | $466.8K | 0.09% | +314+10.8% | Added |
| One Wealth Advisors, LLC | 3,225 | $467.1K | 0.07% | −102−3.1% | Reduced |
| LongView Wealth Management | 3,237 | $468.9K | 0.14% | −440−12.0% | Reduced |
| Key Client Fiduciary Advisors, LLC | 3,241 | $469.4K | 0.21% | −129−3.8% | Reduced |
| Purkiss Capital Advisors LLC | 3,241 | $469.5K | 0.41% | +3,241 | New |
| Rock Point Advisors, LLC | 3,244 | $469.9K | 0.14% | −25−0.8% | Reduced |
| Sterling Group Wealth Management, LLC | 3,252 | $471.1K | 0.24% | −407−11.1% | Reduced |
| Joule Financial, LLC | 3,254 | $471.3K | 0.17% | +62+1.9% | Added |
| Chase Investment Counsel Corp | 3,259 | $472.0K | 0.15% | +11+0.3% | Added |
| St. Louis Trust Co | 3,260 | $472.2K | 0.07% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 3,260 | $472.2K | 0.09% | +106+3.4% | Added |
| Xcel Wealth Management, LLC | 3,263 | $472.6K | 0.13% | −785−19.4% | Reduced |
| Bremer Bank National Association | 3,268 | $473.3K | 0.09% | −1,069−24.6% | Reduced |
| Strive Asset Management, LLC | 3,270 | $473.6K | 0.36% | +3,270 | New |
| Hartline Investment Corp | 3,271 | $473.8K | 0.05% | 00.0% | Unchanged |
| Appleton Partners Inc | 3,273 | $474.0K | 0.04% | +58+1.8% | Added |
| D L Carlson Investment Group Inc | 3,274 | $474.2K | 0.08% | +862+35.7% | Added |
| Floyd Financial Group LLC | 3,100 | $474.7K | 0.39% | +3,100 | New |
| Stonebrook Private Inc. | 3,283 | $475.5K | 0.12% | +45+1.4% | Added |
| Strategic Investment Solutions, Inc. | 3,260 | $476.6K | 0.16% | +15+0.5% | Added |
| Quent Capital, LLC | 3,293 | $476.9K | 0.05% | +248+8.1% | Added |
| Rossby Financial, LCC | 3,293 | $477.0K | 0.30% | +3,293 | New |
| HHM Wealth Advisors, LLC | 3,295 | $477.2K | 0.06% | +1,560+89.9% | Added |
| Crumly & Associates Inc. | 3,295 | $477.2K | 0.13% | −409−11.0% | Reduced |
| Planned Solutions, Inc. | 3,303 | $478.4K | 0.20% | +107+3.3% | Added |
| Westbourne Investments, Inc. | 3,316 | $480.3K | 0.28% | +3,316 | New |
| Ellerson Group Inc | 3,317 | $480.4K | 0.35% | 00.0% | Unchanged |
| Watts Gwilliam & Co., LLC | 3,214 | $480.8K | 0.10% | −820−20.3% | Reduced |
| Tranquility Partners, LLC | 3,321 | $481.0K | 0.18% | +13+0.4% | Added |
| Gibson Capital, LLC | 3,323 | $481.4K | 0.10% | +3+0.1% | Added |
| Leigh Baldwin & Co., LLC | 3,326 | $481.7K | 0.41% | +3,326 | New |
| Alta Wealth Advisors LLC | 3,334 | $482.9K | 0.21% | −10−0.3% | Reduced |
| Toth Financial Advisory Corp | 3,335 | $483.0K | 0.06% | 00.0% | Unchanged |
| Successful Portfolios LLC | 3,337 | $483.4K | 0.32% | 00.0% | Unchanged |
| Eclectic Associates Inc | 3,345 | $484.4K | 0.14% | −29−0.9% | Reduced |
| Carlson Capital Management | 3,350 | $485.3K | 0.02% | +206+6.6% | Added |
| Smith Shellnut Wilson LLC | 3,353 | $485.6K | 0.21% | +227+7.3% | Added |
| Birchcreek Wealth Management, LLC | 3,356 | $486.1K | 0.31% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 3,356 | $486.1K | 0.14% | +391+13.2% | Added |
| Greenwich Wealth Management LLC | 3,371 | $488.0K | 0.03% | +585+21.0% | Added |
| Harold Davidson & Associates Inc. | 3,373 | $488.5K | 0.23% | +3,373 | New |
| Rice Hall James & Associates, LLC | 3,377 | $489.1K | 0.03% | 00.0% | Unchanged |
| bLong Financial, LLC | 3,390 | $491.0K | 0.40% | +3,390 | New |