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 |
|---|---|---|---|---|---|
| Summit Global Investments | 3,811 | $552.0K | 0.03% | −1,973−34.1% | Reduced |
| Visionary Horizons, LLC | 3,818 | $553.0K | 0.36% | −110−2.8% | Reduced |
| Commonwealth Financial Services, LLC | 3,821 | $553.5K | 0.11% | +588+18.2% | Added |
| Northern Capital Management, Inc. | 3,825 | $554.0K | 0.34% | 00.0% | Unchanged |
| Lee Financial Co | 3,832 | $555.1K | 0.08% | +247+6.9% | Added |
| Optimum Investment Advisors | 3,842 | $556.4K | 0.25% | −1,650−30.0% | Reduced |
| Blodgett Wealth Advisors, LLC | 3,843 | $556.6K | 0.44% | −100−2.5% | Reduced |
| Riversedge Advisors, LLC | 3,850 | $557.6K | 0.13% | +132+3.6% | Added |
| Maryland Capital Advisors Inc. | 3,856 | $558.5K | 0.26% | 00.0% | Unchanged |
| STAR Financial Bank | 3,857 | $558.6K | 0.40% | −1,374−26.3% | Reduced |
| Yeomans Consulting Group, Inc. | 3,857 | $558.6K | 0.21% | −1,262−24.7% | Reduced |
| Cowa, LLC | 3,859 | $558.9K | 0.26% | +46+1.2% | Added |
| Jump Financial, LLC | 3,861 | $559.2K | 0.01% | −31,708−89.1% | Reduced |
| Mustard Seed Financial, LLC | 3,862 | $559.4K | 0.45% | 00.0% | Unchanged |
| Kennebec Savings Bank | 3,602 | $559.6K | 0.56% | −137−3.7% | Reduced |
| Pacific Sun Financial Corp | 3,865 | $559.8K | 0.30% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 3,865 | $559.9K | 0.10% | 00.0% | Unchanged |
| Lakeridge Wealth Management LLC | 3,874 | $561.2K | 0.29% | −419−9.8% | Reduced |
| Institute for Wealth Management, LLC. | 3,890 | $563.4K | 0.07% | −656−14.4% | Reduced |
| Juncture Wealth Strategies, LLC | 3,895 | $564.1K | 0.21% | +1,392+55.6% | Added |
| BigSur Wealth Management LLC | 3,900 | $564.9K | 0.16% | −5,300−57.6% | Reduced |
| Triad Wealth Partners, LLC | 3,902 | $565.2K | 0.20% | +3,902 | New |
| Guinness Atkinson Asset Management Inc | 3,904 | $565.5K | 0.29% | −9−0.2% | Reduced |
| Prosperity Financial Group, Inc. | 3,908 | $566.1K | 0.28% | +227+6.2% | Added |
| Firethorn Wealth Partners, LLC | 3,923 | $568.2K | 0.28% | −197−4.8% | Reduced |
| Ullmann Financial Group, Inc. | 3,924 | $568.4K | 0.07% | +90+2.3% | Added |
| Laidlaw Wealth Management LLC | 3,937 | $570.2K | 0.25% | +289+7.9% | Added |
| Brave Asset Management Inc | 3,939 | $570.5K | 0.18% | 00.0% | Unchanged |
| Encompass Wealth Advisors, LLC | 3,943 | $571.1K | 0.23% | −2,261−36.4% | Reduced |
| Atlas Legacy Advisors, LLC | 3,944 | $571.2K | 0.14% | +3,944 | New |
| Trillium Asset Management, LLC | 3,948 | $572.0K | 0.01% | 00.0% | Unchanged |
| Centennial Wealth Advisory LLC | 3,948 | $572.2K | 0.22% | −1,505−27.6% | Reduced |
| Real Talk Capital, LLC | 3,952 | $572.3K | 0.75% | +3,952 | New |
| MJP Associates Inc | 3,952 | $572.4K | 0.10% | +704+21.7% | Added |
| NorthStar Asset Management LLC | 3,961 | $573.7K | 0.37% | +123+3.2% | Added |
| Barry Investment Advisors, LLC | 3,962 | $573.9K | 0.18% | −313−7.3% | Reduced |
| Glen Eagle Advisors, LLC | 3,979 | $576.4K | 0.10% | −97−2.4% | Reduced |
| Sivia Capital Partners, LLC | 3,983 | $576.9K | 0.29% | +336+9.2% | Added |
| ZRC Wealth Management, LLC | 3,987 | $577.4K | 0.24% | −162−3.9% | Reduced |
| Latitude Advisors, LLC | 3,992 | $578.2K | 0.33% | −11−0.3% | Reduced |
| Coign Capital Advisors LLC | 3,993 | $578.3K | 0.53% | +3,993 | New |
| Silver Coast Investments LLC | 3,994 | $578.5K | 0.22% | +5+0.1% | Added |
| RDA Financial Network | 3,996 | $578.8K | 0.17% | −250−5.9% | Reduced |
| Boit C F David | 4,000 | $579.4K | 0.29% | 00.0% | Unchanged |
| Transce3nd, LLC | 4,013 | $581.7K | 0.20% | +4,013 | New |
| Van Den Berg Management I, Inc | 4,017 | $581.8K | 0.17% | −10.0% | Reduced |
| Affinity Capital Advisors, LLC | 3,895 | $582.6K | 0.11% | −330−7.8% | Reduced |
| PCG Asset Management, LLC | 4,026 | $583.2K | 0.51% | +4,026 | New |
| Rik Saylor Financial, Inc. | 4,028 | $583.4K | 0.54% | +4,028 | New |
| Red Lighthouse Investment Management, LLC | 4,036 | $584.6K | 0.23% | +10.0% | Added |
| Chemistry Wealth Management LLC | 4,040 | $585.2K | 0.14% | −104−2.5% | Reduced |
| Clarity Wealth Advisors, LLC | 4,044 | $585.7K | 0.16% | +10.0% | Added |
| Bernardo Wealth Planning LLC | 3,827 | $586.0K | 0.14% | −9−0.2% | Reduced |
| Cornerstone Capital, Inc. | 4,057 | $587.6K | 0.06% | 00.0% | Unchanged |
| Kapstone Financial Advisors LLC | 3,781 | $588.7K | 0.31% | −255−6.3% | Reduced |
| WNY Asset Management, LLC | 4,067 | $589.1K | 0.07% | −175−4.1% | Reduced |
| Security National Bank | 4,083 | $591.4K | 0.08% | −207−4.8% | Reduced |
| Fox Hill Wealth Management | 4,087 | $591.9K | 0.33% | +104+2.6% | Added |
| Avion Wealth | 4,088 | $592.0K | 0.15% | +474+13.1% | Added |
| Professional Advisory Services Inc | 4,100 | $594.0K | 0.08% | 00.0% | Unchanged |
| Matthew Goff Investment Advisor, LLC | 4,103 | $594.2K | 0.11% | +50+1.2% | Added |
| Dale Q Rice Investment Management Ltd | 4,104 | $594.4K | 0.26% | +4,104 | New |
| Verity Asset Management, Inc. | 4,064 | $595.7K | 0.34% | −4,318−51.5% | Reduced |
| FDx Advisors, Inc. | 4,113 | $596.0K | 0.17% | +174+4.4% | Added |
| Regent Peak Wealth Advisors LLC | 4,117 | $596.4K | 0.13% | +168+4.3% | Added |
| Horan Capital Advisors, LLC. | 4,121 | $596.9K | 0.20% | −15−0.4% | Reduced |
| Altiora Financial Group, LLC | 4,124 | $597.3K | 0.13% | −6−0.1% | Reduced |
| Fire Capital Management LLC | 4,126 | $597.6K | 0.45% | +4,126 | New |
| Saxony Capital Management, LLC | 4,134 | $598.8K | 0.53% | +101+2.5% | Added |
| First Heartland Consultants, Inc. | 4,135 | $598.9K | 0.06% | +338+8.9% | Added |
| Outfitter Financial LLC | 4,148 | $600.8K | 0.48% | 00.0% | Unchanged |
| Horan Securities, Inc. | 4,159 | $602.4K | 0.23% | −151−3.5% | Reduced |
| Aberdeen Wealth Management LLC | 4,174 | $604.5K | 0.41% | −65−1.5% | Reduced |
| Arrowroot Family Office, LLC | 4,175 | $604.8K | 0.31% | −12−0.3% | Reduced |
| JB Capital LLC | 4,183 | $605.9K | 0.03% | −263−5.9% | Reduced |
| Fractal Investments LLC | 4,200 | $608.3K | 0.09% | 00.0% | Unchanged |
| White Knight Strategic Wealth Advisors, LLC | 4,200 | $608.3K | 0.25% | +4,200 | New |
| iA Global Asset Management Inc. | 4,210 | $610.0K | 0.01% | −6,361−60.2% | Reduced |
| Fortitude Advisory Group L.L.C. | 4,215 | $610.6K | 0.37% | −260−5.8% | Reduced |
| J. L. Bainbridge & Co., Inc. | 4,225 | $612.0K | 0.06% | +30+0.7% | Added |
| RS Crum Inc. | 4,230 | $612.7K | 0.15% | +1,721+68.6% | Added |
| Hummer Financial Advisory Services Inc | 4,233 | $613.1K | 0.48% | −200−4.5% | Reduced |
| Lakeshore Capital Group, Inc. | 4,249 | $615.5K | 0.93% | +4,249 | New |
| Prairie Wealth Advisors, Inc. | 4,277 | $619.5K | 0.30% | −430−9.1% | Reduced |
| Ellis Investment Partners, LLC | 4,280 | $620.0K | 0.12% | −291−6.4% | Reduced |
| KDK Private Wealth Management, LLC | 4,288 | $621.1K | 0.64% | +4,288 | New |
| Werba Rubin Papier Wealth Management | 4,290 | $621.4K | 0.15% | +149+3.6% | Added |
| Baker Tilly Wealth Management, LLC | 4,291 | $621.5K | 0.24% | −267−5.9% | Reduced |
| Houlihan Financial Resource Group, Ltd. | 4,296 | $622.0K | 0.27% | +13+0.3% | Added |
| Sprinkle Financial Consultants LLC | 4,296 | $622.2K | 0.42% | −421−8.9% | Reduced |
| Cary Street Partner Investment Advisory LLC | 4,300 | $622.8K | 0.41% | −60,409−93.4% | Reduced |
| Oakland Financial Corp | 4,300 | $622.8K | 7.13% | +4,300 | New |
| Carderock Capital Management Inc | 4,307 | $623.8K | 0.16% | 00.0% | Unchanged |
| Advisory Resource Group | 4,313 | $624.8K | 0.13% | +43+1.0% | Added |
| RFP Financial Group LLC | 4,314 | $624.8K | 0.24% | −4,728−52.3% | Reduced |
| Shum Financial Group, Inc. | 4,319 | $625.5K | 0.54% | +72+1.7% | Added |
| FMB Wealth Management | 4,323 | $626.1K | 0.35% | −20−0.5% | Reduced |
| Glass Jacobson Investment Advisors llc | 4,324 | $626.2K | 0.21% | +52+1.2% | Added |
| Berger Financial Group, Inc | 4,327 | $626.7K | 0.04% | −112−2.5% | Reduced |
| Crestmont Private Wealth LLC | 4,334 | $627.7K | 0.28% | 00.0% | Unchanged |