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 |
|---|---|---|---|---|---|
| Amica Retiree Medical Trust | 4,887 | $708.0K | 0.67% | −426−8.0% | Reduced |
| Cross Staff Investments Inc | 4,914 | $711.8K | 0.54% | −293−5.6% | Reduced |
| Callan Capital, LLC | 4,918 | $712.4K | 0.05% | +224+4.8% | Added |
| Atwood & Palmer Inc | 4,919 | $712.5K | 0.05% | +16+0.3% | Added |
| BSW Wealth Partners | 4,951 | $717.1K | 0.11% | +754+18.0% | Added |
| Smallwood Wealth Investment Management, LLC | 4,952 | $717.3K | 0.49% | 00.0% | Unchanged |
| Mill Creek Capital Advisors, LLC | 4,954 | $717.5K | 0.02% | +1,243+33.5% | Added |
| Advisor OS, LLC | 4,966 | $719.3K | 0.08% | +945+23.5% | Added |
| Tanglewood Legacy Advisors, LLC | 4,969 | $719.8K | 0.31% | +769+18.3% | Added |
| Goldstone Financial Group, LLC | 4,977 | $720.9K | 0.11% | +870+21.2% | Added |
| Seelaus Asset Management LLC | 5,000 | $724.2K | 0.66% | −150−2.9% | Reduced |
| American Assets Inc | 5,000 | $724.2K | 0.22% | 00.0% | Unchanged |
| Opus Investment Management Inc | 5,000 | $724.2K | 0.53% | 00.0% | Unchanged |
| CFO4Life Group, LLC | 5,006 | $725.1K | 0.13% | +160+3.3% | Added |
| Cromwell Holdings LLC | 5,007 | $725.2K | 0.42% | +315+6.7% | Added |
| Northwest Bank & Trust Co | 4,484 | $726.0K | 0.54% | +11+0.2% | Added |
| Paragon Private Wealth Management, LLC | 5,023 | $727.5K | 0.34% | +431+9.4% | Added |
| Florida Financial Advisors, LLC | 5,024 | $727.6K | 0.33% | +441+9.6% | Added |
| Lynx Investment Advisory | 5,026 | $727.9K | 0.50% | +85+1.7% | Added |
| Unified Investment Management | 5,035 | $729.3K | 0.83% | +5,035 | New |
| Rosenberg Matthew Hamilton | 5,038 | $729.7K | 0.19% | −925−15.5% | Reduced |
| Scissortail Wealth Management, LLC | 5,045 | $730.7K | 0.19% | +5,024+23,923.8% | Added |
| Aprio Wealth Management, LLC | 5,047 | $730.9K | 0.11% | +495+10.9% | Added |
| Copperwynd Financial, LLC | 5,049 | $731.2K | 0.20% | −26−0.5% | Reduced |
| BOK Financial Private Wealth, Inc. | 5,053 | $731.9K | 0.05% | −1,020−16.8% | Reduced |
| Fiduciary Financial Group, LLC | 4,783 | $732.5K | 0.16% | +127+2.7% | Added |
| Abacus Planning Group, Inc. | 5,072 | $734.6K | 0.13% | −573−10.2% | Reduced |
| Aspire Capital Advisors LLC | 5,079 | $735.6K | 0.21% | −145−2.8% | Reduced |
| Saranac Partners Ltd | 5,081 | $735.9K | 0.41% | +5,081 | New |
| Zullo Investment Group, Inc. | 5,083 | $736.3K | 0.30% | +177+3.6% | Added |
| Lodestar Private Asset Management LLC | 5,092 | $737.5K | 0.09% | −314−5.8% | Reduced |
| Edge Wealth Management LLC | 5,101 | $738.8K | 0.15% | +25+0.5% | Added |
| Dopkins Wealth Management, LLC | 5,113 | $740.6K | 0.38% | +1,913+59.8% | Added |
| Wedgewood Investors Inc | 5,122 | $741.9K | 0.87% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 5,141 | $741.9K | 0.27% | −705−12.1% | Reduced |
| Fortis Group Advisors, LLC | 5,128 | $742.7K | 0.14% | −629−10.9% | Reduced |
| Brandywine Trust Co | 5,129 | $742.9K | 0.12% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 5,135 | $743.8K | 0.47% | +108+2.1% | Added |
| Park Place Capital Corp | 5,139 | $744.3K | 0.21% | −531−9.4% | Reduced |
| WorthPointe, LLC | 5,139 | $744.3K | 0.31% | +16+0.3% | Added |
| Northern Financial Advisors Inc | 5,139 | $744.3K | 0.59% | −10−0.2% | Reduced |
| Tempus Wealth Planning, LLC | 5,141 | $744.6K | 0.23% | +499+10.7% | Added |
| Armstrong Advisory Group, Inc | 5,149 | $745.7K | 0.06% | −26−0.5% | Reduced |
| Beaird Harris Wealth Management, LLC | 5,149 | $745.8K | 0.06% | +958+22.9% | Added |
| Aviso Financial Inc. | 5,150 | $745.9K | 0.04% | −134−2.5% | Reduced |
| ICONIQ Capital, LLC | 5,156 | $746.8K | 0.01% | +1,962+61.4% | Added |
| BCS Wealth Management | 5,163 | $748.0K | 0.19% | +5,163 | New |
| Channel Wealth LLC | 5,167 | $748.4K | 0.24% | −157−2.9% | Reduced |
| Sterling Wealth Management, Inc. | 5,172 | $749.1K | 0.28% | 00.0% | Unchanged |
| Ballew Advisors, Inc | 4,836 | $751.2K | 0.48% | +14+0.3% | Added |
| Hardin Capital Partners, LLC | 5,200 | $753.2K | 0.45% | −53−1.0% | Reduced |
| Vista Wealth Management Group, LLC | 5,200 | $753.2K | 0.05% | +426+8.9% | Added |
| Stony Point Wealth Management Inc. | 5,210 | $754.6K | 0.30% | +459+9.7% | Added |
| Vishria Bird Financial Group, LLC | 5,220 | $756.0K | 0.26% | −299−5.4% | Reduced |
| Elite Wealth Management, Inc. | 5,237 | $758.5K | 0.18% | −200−3.7% | Reduced |
| Legacy Wealth Asset Management, LLC | 5,237 | $758.5K | 0.21% | −102−1.9% | Reduced |
| Sax Wealth Advisors, LLC | 5,243 | $759.3K | 0.06% | −259−4.7% | Reduced |
| Inceptionr LLC | 5,244 | $759.5K | 0.17% | +5,244 | New |
| Coco Enterprises, LLC | 5,170 | $760.1K | 0.46% | −56−1.1% | Reduced |
| Keynote Financial Services LLC | 5,248 | $760.1K | 0.58% | 00.0% | Unchanged |
| Collective Family Office LLC | 5,256 | $761.3K | 0.21% | −185−3.4% | Reduced |
| Powers Advisory Group, LLC | 5,259 | $761.8K | 0.38% | +33+0.6% | Added |
| Tudor Financial Inc. | 5,265 | $762.6K | 0.45% | +1,022+24.1% | Added |
| First American Trust, FSB | 5,268 | $763.0K | 0.08% | −429−7.5% | Reduced |
| Central Bank & Trust Co | 5,272 | $763.6K | 0.12% | +399+8.2% | Added |
| Am Investment Strategies LLC | 5,284 | $765.0K | 0.19% | −1,149−17.9% | Reduced |
| Accredited Investors Inc. | 5,284 | $765.3K | 0.04% | −96−1.8% | Reduced |
| Cornerstone National Bank & Trust Co | 5,284 | $765.3K | 0.35% | +140+2.7% | Added |
| M.E. Allison & Co., Inc. | 5,289 | $766.2K | 0.84% | +5,289 | New |
| North Forty Two & Co. | 5,292 | $766.5K | 0.88% | +5,292 | New |
| Corps Capital Advisors, LLC | 5,293 | $766.6K | 0.78% | +5,293 | New |
| Chesapeake Asset Management LLC | 5,307 | $768.7K | 0.72% | −55−1.0% | Reduced |
| Fortress Wealth Group, LLC | 5,150 | $769.2K | 0.37% | −314−5.7% | Reduced |
| Wealthquest Corp | 5,317 | $770.1K | 0.06% | +95+1.8% | Added |
| Code Waechter LLC | 5,329 | $771.8K | 0.67% | +210+4.1% | Added |
| Amussen Hunsaker Associates LLC | 5,258 | $772.1K | 0.11% | +1,845+54.1% | Added |
| Mosley Wealth Management | 4,961 | $772.3K | 0.48% | +418+9.2% | Added |
| ArrowMark Colorado Holdings LLC | 5,338 | $773.2K | 0.01% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 5,345 | $774.2K | 0.28% | +63+1.2% | Added |
| Arcadia Investment Management Corp | 5,349 | $774.8K | 0.12% | −1,865−25.9% | Reduced |
| Beacon Capital Management, LLC | 5,352 | $775.1K | 0.10% | −118−2.2% | Reduced |
| Financial Synergies Wealth Advisors, Inc. | 5,352 | $775.2K | 0.10% | +17+0.3% | Added |
| Strategic Financial Concepts, LLC | 5,352 | $775.2K | 0.15% | +3,639+212.4% | Added |
| CPA Asset Management LLC | 5,353 | $775.3K | 0.36% | 00.0% | Unchanged |
| Relyea Zuckerberg Hanson LLC | 5,359 | $776.3K | 0.10% | +590+12.4% | Added |
| Stephenson National Bank & Trust | 5,379 | $779.1K | 0.26% | −213−3.8% | Reduced |
| Tyler-Stone Wealth Management | 5,380 | $779.3K | 0.14% | +1,209+29.0% | Added |
| Auxano Advisors, LLC | 5,386 | $780.1K | 0.20% | +152+2.9% | Added |
| Hardman Johnston Global Advisors LLC | 5,400 | $782.1K | 0.03% | 00.0% | Unchanged |
| Alhambra Investment Partners LLC | 5,409 | $783.4K | 0.40% | 00.0% | Unchanged |
| Eubel Brady & Suttman Asset Management Inc | 5,423 | $785.0K | 0.10% | 00.0% | Unchanged |
| Legacy Wealth Management, LLC | 5,422 | $785.3K | 0.31% | −467−7.9% | Reduced |
| Cornerstone Advisory, LLC | 5,060 | $786.0K | 0.09% | +1,104+27.9% | Added |
| CMT Capital Markets Trading GmbH | 5,429 | $786.0K | 0.47% | +5,429 | New |
| Rather & Kittrell, Inc. | 5,431 | $786.6K | 0.18% | +26+0.5% | Added |
| Ethos Financial Group, LLC | 5,428 | $788.2K | 0.10% | −296−5.2% | Reduced |
| Vista Capital Partners, Inc. | 5,443 | $788.4K | 0.09% | +2,815+107.1% | Added |
| Uniting Wealth Partners, LLC | 5,460 | $790.9K | 0.38% | +5,460 | New |
| Bray Capital Advisors | 5,469 | $792.2K | 0.21% | +5+0.1% | Added |
| Cozad Asset Management Inc | 5,474 | $792.9K | 0.07% | −89−1.6% | Reduced |