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 |
|---|---|---|---|---|---|
| Millstone Evans Group, LLC | 3,392 | $491.3K | 0.33% | +3,392 | New |
| Ashton Thomas Securities, LLC | 3,387 | $491.6K | 0.13% | +386+12.9% | Added |
| Martin Worley Group | 3,399 | $492.3K | 0.31% | +3,399 | New |
| Capstone Financial Advisors, Inc. | 3,401 | $492.6K | 0.03% | +256+8.1% | Added |
| Breakwater Capital Group | 3,404 | $493.0K | 0.10% | −104−3.0% | Reduced |
| Canandaigua National Trust Co of Florida | 3,415 | $494.6K | 0.39% | +500+17.2% | Added |
| MA Private Wealth | 3,415 | $494.6K | 0.09% | +3,415 | New |
| Elmwood Wealth Management, Inc. | 3,418 | $495.1K | 0.20% | +11+0.3% | Added |
| Lokken Investment Group LLC | 3,420 | $495.4K | 0.21% | −108−3.1% | Reduced |
| Capasso Planning Partners LLC | 3,427 | $496.3K | 0.20% | −1,741−33.7% | Reduced |
| Patrick M Sweeney & Associates, Inc | 3,428 | $496.5K | 0.37% | +2+0.1% | Added |
| TSFG, LLC | 3,435 | $498.0K | 0.10% | +108+3.2% | Added |
| Fountainhead AM, LLC | 3,450 | $499.7K | 0.09% | +1,054+44.0% | Added |
| Charter Oak Capital Management, LLC | 3,458 | $500.8K | 0.05% | −226−6.1% | Reduced |
| TCP Asset Management, LLC | 3,458 | $500.9K | 0.11% | −270−7.2% | Reduced |
| Global X Japan Co., Ltd. | 3,458 | $500.9K | 0.06% | +737+27.1% | Added |
| New Republic Capital, LLC | 3,464 | $501.7K | 0.33% | +82+2.4% | Added |
| Wilson & Boucher Capital Management, LLC | 3,465 | $501.8K | 0.36% | −59−1.7% | Reduced |
| SOL Capital Management CO | 3,464 | $502.0K | 0.06% | −1,050−23.3% | Reduced |
| One Degree Advisors Inc | 3,194 | $502.0K | 0.20% | 00.0% | Unchanged |
| OmniStar Financial Group, Inc. | 3,469 | $502.3K | 0.40% | −1,229−26.2% | Reduced |
| Holcombe Financial, Inc. | 3,468 | $502.3K | 0.41% | +3,468 | New |
| Zhang Financial LLC | 3,477 | $503.6K | 0.03% | +293+9.2% | Added |
| Wealthstar Advisors, LLC | 3,480 | $504.0K | 0.22% | +3,480 | New |
| Helen Stephens Group, LLC | 3,489 | $505.4K | 0.15% | +159+4.8% | Added |
| MGB Wealth Management, LLC | 3,491 | $505.6K | 0.16% | −501−12.6% | Reduced |
| Wescott Financial Advisory Group, LLC | 3,492 | $505.8K | 0.05% | +224+6.9% | Added |
| Olistico Wealth, LLC | 3,493 | $506.0K | 0.29% | +10.0% | Added |
| Ellenbecker Investment Group | 3,493 | $506.0K | 0.09% | −644−15.6% | Reduced |
| Drexel Morgan & Co. | 3,500 | $506.9K | 0.10% | 00.0% | Unchanged |
| Sachetta, LLC | 3,509 | $508.3K | 0.20% | −86−2.4% | Reduced |
| Tucker Asset Management LLC | 3,511 | $508.5K | 0.05% | −713−16.9% | Reduced |
| Old North State Wealth Management, LLC | 3,520 | $510.5K | 0.29% | +583+19.9% | Added |
| Wealth Architects, LLC | 3,530 | $511.2K | 0.06% | +691+24.3% | Added |
| Signature Wealth Management Partners, LLC | 3,530 | $511.3K | 0.35% | 00.0% | Unchanged |
| Black Point Wealth Management | 3,534 | $511.8K | 0.59% | +13+0.4% | Added |
| Lanham O'Dell & Company, Inc. | 3,543 | $513.2K | 0.28% | +17+0.5% | Added |
| Vertex Planning Partners, LLC | 3,547 | $513.7K | 0.11% | +135+4.0% | Added |
| AGH Wealth Advisors, LLC | 3,550 | $514.2K | 0.48% | +3,550 | New |
| Dorchester Wealth Management Co | 3,550 | $514.2K | 0.10% | −130−3.5% | Reduced |
| Birinyi Associates Inc | 3,550 | $514.2K | 0.14% | −6−0.2% | Reduced |
| Morton Capital Management LLC | 3,552 | $514.5K | 0.10% | +2+0.1% | Added |
| Millennium Capital Advisors, LLC | 3,559 | $515.5K | 0.35% | −3,035−46.0% | Reduced |
| Wayfinding Financial, LLC | 3,563 | $516.0K | 0.28% | +3,563 | New |
| Johnson & White Wealth Management, LLC | 3,540 | $519.0K | 0.31% | +3,540 | New |
| Claris Financial LLC | 3,584 | $519.2K | 0.34% | +3,584 | New |
| Paulson Wealth Management Inc. | 3,586 | $519.4K | 0.14% | −1,248−25.8% | Reduced |
| Mindset Wealth Management, LLC | 3,591 | $520.1K | 0.19% | 00.0% | Unchanged |
| McBroom & Associates, LLC | 3,597 | $521.0K | 0.29% | 00.0% | Unchanged |
| Sage Rhino Capital LLC | 3,598 | $521.1K | 0.11% | −49−1.3% | Reduced |
| Quantum Private Wealth, LLC | 3,599 | $521.3K | 0.17% | −20−0.6% | Reduced |
| Total Wealth Planning & Management, Inc. | 3,601 | $521.6K | 0.51% | +3,601 | New |
| Prentice Wealth Management LLC | 3,604 | $522.0K | 0.15% | +271+8.1% | Added |
| Pointe Capital Management LLC | 3,608 | $522.6K | 0.30% | +44+1.2% | Added |
| Redwood Financial Network Corp | 3,610 | $522.8K | 0.39% | −529−12.8% | Reduced |
| Financial Gravity Companies, Inc. | 3,613 | $523.3K | 0.12% | +3,439+1,976.4% | Added |
| Clare Market Investments LLC | 3,615 | $523.7K | 0.12% | −61−1.7% | Reduced |
| Pacifica Partners Inc. | 3,577 | $525.0K | 0.23% | +10+0.3% | Added |
| Heritage Financial Services, LLC | 3,625 | $525.0K | 0.07% | −369−9.2% | Reduced |
| Charter Research & Investment Group, Inc. | 3,630 | $525.8K | 0.40% | 00.0% | Unchanged |
| Almanack Investment Partners, LLC. | 3,635 | $526.5K | 0.08% | +32+0.9% | Added |
| America First Investment Advisors, LLC | 3,638 | $526.9K | 0.12% | 00.0% | Unchanged |
| Smart Money Group LLC | 3,651 | $528.9K | 0.18% | +1,025+39.0% | Added |
| Balboa Wealth Partners | 3,659 | $529.9K | 0.12% | −2,674−42.2% | Reduced |
| Ridgewood Investments LLC | 3,659 | $530.0K | 0.26% | +230+6.7% | Added |
| Vaughan & Co Securities, Inc. | 3,668 | $531.3K | 0.32% | −15−0.4% | Reduced |
| Shilanski & Associates, Inc. | 3,676 | $532.4K | 0.17% | −435−10.6% | Reduced |
| Marino, Stram & Associates LLC | 3,677 | $532.5K | 0.12% | +593+19.2% | Added |
| Evernest Financial Advisors, LLC | 3,678 | $532.7K | 0.14% | +379+11.5% | Added |
| Capital Market Strategies LLC | 3,679 | $532.9K | 0.31% | −114−3.0% | Reduced |
| Beach Investment Counsel Inc | 3,687 | $534.0K | 0.07% | −3,252−46.9% | Reduced |
| Wealthcare Capital Partners, LLC | 3,690 | $534.4K | 0.28% | +3,690 | New |
| Levin Capital Strategies, L.P. | 3,690 | $534.5K | 0.05% | −94,559−96.2% | Reduced |
| Opus Capital Group, LLC | 3,693 | $535.0K | 0.07% | −528−12.5% | Reduced |
| Perritt Capital Management Inc | 3,694 | $535.1K | 0.28% | −29−0.8% | Reduced |
| Sunpointe, LLC | 3,695 | $535.2K | 0.27% | +518+16.3% | Added |
| Warm Springs Advisors Inc. | 3,699 | $535.8K | 0.50% | +3,699 | New |
| Oder Investment Management, LLC | 3,702 | $536.3K | 0.45% | +11+0.3% | Added |
| Exchange Capital Management, Inc. | 3,704 | $536.5K | 0.09% | −318−7.9% | Reduced |
| Cladis Investment Advisory, LLC | 3,725 | $539.5K | 0.38% | −240−6.1% | Reduced |
| MeadowBrook Investment Advisors LLC | 3,730 | $540.3K | 0.48% | +155+4.3% | Added |
| Advyzon Investment Management, LLC | 3,747 | $542.7K | 0.21% | +3,747 | New |
| R.m.sincerbeaux Capital Management LLC | 3,750 | $543.1K | 0.33% | −200−5.1% | Reduced |
| Birch Financial Group, LLC | 3,751 | $543.3K | 0.61% | +3,751 | New |
| Strata Wealth Advisors, LLC | 3,755 | $543.9K | 0.17% | +3,755 | New |
| Carolinas Wealth Consulting LLC | 3,759 | $544.4K | 0.11% | −333−8.1% | Reduced |
| LaSalle St. Investment Advisors, LLC | 3,763 | $545.0K | 0.17% | −3,583−48.8% | Reduced |
| MKT Advisors LLC | 3,376 | $545.1K | 0.24% | −119−3.4% | Reduced |
| Roberts Glore & Co Inc | 3,766 | $545.5K | 0.16% | +10+0.3% | Added |
| Crescent Grove Advisors, LLC | 3,767 | $545.6K | 0.05% | −458−10.8% | Reduced |
| ODonnell Financial Services, LLC | 3,672 | $546.5K | 0.23% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 3,778 | $547.2K | 0.21% | 00.0% | Unchanged |
| HC Advisors, LLC | 3,779 | $547.4K | 0.44% | +386+11.4% | Added |
| Fca Corp | 3,500 | $547.5K | 0.17% | 00.0% | Unchanged |
| Abel Hall, LLC | 3,782 | $547.8K | 0.35% | +148+4.1% | Added |
| Renaissance Investment Group LLC | 3,791 | $549.1K | 0.12% | −86−2.2% | Reduced |
| Prostatis Group LLC | 3,796 | $549.9K | 0.16% | −330−8.0% | Reduced |
| Purus Wealth Management, LLC | 3,802 | $550.6K | 0.22% | −149−3.8% | Reduced |
| Intellus Advisors LLC | 3,802 | $550.7K | 0.10% | +3,802 | New |
| McAdam, LLC | 3,810 | $551.9K | 0.03% | +138+3.8% | Added |