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 |
|---|---|---|---|---|---|
| Forte Capital LLC | 5,475 | $792.9K | 0.09% | −532−8.9% | Reduced |
| SkyOak Wealth, LLC | 5,478 | $793.4K | 0.17% | +259+5.0% | Added |
| Safeguard Investment Advisory Group, LLC | 5,485 | $794.4K | 0.22% | +193+3.6% | Added |
| Fogel Capital Management, Inc. | 5,486 | $794.6K | 0.40% | +1,040+23.4% | Added |
| WFA Asset Management Corp | 5,504 | $797.2K | 0.43% | +55+1.0% | Added |
| Diamant Asset Management, Inc. | 5,510 | $798.1K | 0.51% | 00.0% | Unchanged |
| WestHill Financial Advisors, Inc. | 5,535 | $801.8K | 0.18% | −286−4.9% | Reduced |
| Lantern Wealth Advisors, LLC | 5,548 | $803.6K | 0.52% | +128+2.4% | Added |
| OneAscent Financial Services LLC | 5,551 | $804.0K | 0.07% | +1,580+39.8% | Added |
| Integrated Investment Consultants, LLC | 5,555 | $804.6K | 0.17% | −17,988−76.4% | Reduced |
| Gray Wealth Management Inc. | 5,556 | $804.8K | 0.31% | −233−4.0% | Reduced |
| Prossimo Advisors, LLC | 5,556 | $805.0K | 0.58% | +73+1.3% | Added |
| Belmont Capital, LLC | 5,571 | $806.9K | 0.13% | −8,006−59.0% | Reduced |
| Merrion Investment Management Co, LLC | 5,571 | $806.9K | 0.56% | 00.0% | Unchanged |
| Capital Square, LLC | 5,186 | $807.3K | 0.46% | +894+20.8% | Added |
| Penney Financial, LLC | 5,575 | $807.4K | 0.54% | 00.0% | Unchanged |
| KC Investment Advisors, LLC | 5,577 | $807.8K | 0.32% | −5−0.1% | Reduced |
| Balentine LLC | 5,585 | $808.9K | 0.03% | −3,216−36.5% | Reduced |
| Hanson & Doremus Investment Management | 5,586 | $809.0K | 0.13% | +1,200+27.4% | Added |
| Cambridge Advisors Inc. | 5,588 | $809.4K | 0.18% | −425−7.1% | Reduced |
| Integris Wealth Management, LLC | 5,603 | $811.6K | 0.23% | −15−0.3% | Reduced |
| Sentry LLC | 5,605 | $811.8K | 0.16% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 5,610 | $812.5K | 0.47% | +74+1.3% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 5,613 | $813.0K | 0.20% | +1,250+28.7% | Added |
| Clarity Financial LLC | 5,614 | $813.1K | 0.10% | −396−6.6% | Reduced |
| Plante Moran Financial Advisors, LLC | 5,615 | $813.2K | 0.07% | −3,962−41.4% | Reduced |
| Thomasville National Bank | 5,624 | $814.6K | 0.06% | −29−0.5% | Reduced |
| First Business Financial Services, Inc. | 5,629 | $815.3K | 0.08% | +508+9.9% | Added |
| Alta Advisers Ltd | 5,629 | $815.3K | 0.51% | +929+19.8% | Added |
| PBMares Wealth Management LLC | 5,644 | $817.5K | 0.17% | −90−1.6% | Reduced |
| Heartland Bank & Trust Co | 5,653 | $818.8K | 0.44% | −234−4.0% | Reduced |
| YANKCOM Partnership | 5,660 | $819.8K | 0.44% | +5,660 | New |
| Oversea-Chinese Banking CORP Ltd | 5,692 | $821.5K | 0.02% | +2,230+64.4% | Added |
| Tanager Wealth Management LLP | 5,672 | $821.5K | 0.11% | +201+3.7% | Added |
| Meadow Creek Wealth Advisors LLC | 5,682 | $823.0K | 0.59% | +50+0.9% | Added |
| Owen LaRue, LLC | 5,689 | $824.1K | 0.43% | +452+8.6% | Added |
| CMG Global Holdings, LLC | 5,270 | $824.2K | 0.45% | −14,314−73.1% | Reduced |
| Edgemoor Investment Advisors, Inc. | 5,693 | $824.6K | 0.07% | −112−1.9% | Reduced |
| Diversified Enterprises, LLC | 5,698 | $825.4K | 0.08% | +379+7.1% | Added |
| D'Orazio & Associates, Inc. | 5,699 | $825.4K | 0.12% | +381+7.2% | Added |
| GPS Wealth Strategies Group, LLC | 5,704 | $826.2K | 0.11% | −582−9.3% | Reduced |
| Vicus Capital | 5,709 | $826.8K | 0.07% | −10.0% | Reduced |
| Regatta Capital Group, LLC | 5,713 | $827.4K | 0.16% | +216+3.9% | Added |
| Retirement Guys Formula LLC | 5,729 | $829.7K | 0.42% | +116+2.1% | Added |
| Texas Capital Bank Wealth Management Services Inc | 5,739 | $831.2K | 0.09% | +31+0.5% | Added |
| Sandbox Financial Partners, LLC | 5,739 | $831.3K | 0.28% | +25+0.4% | Added |
| Impact Capital Partners LLC | 5,748 | $832.5K | 0.30% | +5,748 | New |
| IAM Advisory, LLC | 5,752 | $833.2K | 0.21% | −121−2.1% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 5,760 | $834.3K | 0.13% | −2,117−26.9% | Reduced |
| Private Management Group Inc | 5,764 | $834.9K | 0.03% | −160−2.7% | Reduced |
| Mendel Capital Management LLC | 5,765 | $835.1K | 0.51% | +434+8.1% | Added |
| Greykasell Wealth Strategies, Inc. | 5,775 | $836.5K | 0.46% | +5,775 | New |
| Partnership Wealth Management, LLC | 5,800 | $840.1K | 0.70% | −100−1.7% | Reduced |
| First Financial Corp | 5,800 | $840.1K | 0.39% | +475+8.9% | Added |
| Cadent Capital Advisors, LLC | 5,804 | $840.7K | 0.29% | −25−0.4% | Reduced |
| Beirne Wealth Consulting Services, LLC | 5,805 | $840.8K | 0.30% | 00.0% | Unchanged |
| Waterfront Wealth Inc. | 5,814 | $842.2K | 0.21% | +52+0.9% | Added |
| Elk River Wealth Management, LLC | 5,817 | $842.5K | 0.15% | −80−1.4% | Reduced |
| Silverleafe Capital Partners, LLC | 5,818 | $842.7K | 0.27% | +7+0.1% | Added |
| Counterweight Ventures, LLC | 5,828 | $844.1K | 0.60% | −20−0.3% | Reduced |
| Cable Hill Partners, LLC | 5,829 | $844.3K | 0.09% | −1,244−17.6% | Reduced |
| Islay Capital Management, LLC | 5,830 | $844.4K | 0.59% | +467+8.7% | Added |
| LBMC Investment Advisors, LLC | 5,842 | $846.2K | 0.07% | +200+3.5% | Added |
| Greenwood Gearhart Inc | 5,843 | $846.2K | 0.06% | +698+13.6% | Added |
| Stonebridge Financial Group, LLC | 5,844 | $846.4K | 0.09% | +5,844 | New |
| Proficio Capital Partners LLC | 5,851 | $847.4K | 0.07% | +2,182+59.5% | Added |
| Sharp Financial Services, LLC | 5,866 | $849.6K | 0.64% | −1,036−15.0% | Reduced |
| CV Advisors LLC | 5,875 | $850.9K | 0.30% | +5,875 | New |
| Bryce Point Capital, LLC | 5,877 | $851.2K | 0.25% | +5,877 | New |
| Oarsman Capital, Inc. | 5,878 | $851.4K | 0.15% | −60−1.0% | Reduced |
| Emerald Advisors, LLC | 5,890 | $853.1K | 0.12% | −794−11.9% | Reduced |
| Michael B. Yongue | 5,902 | $854.8K | 0.68% | +730+14.1% | Added |
| Mainsail Financial Group, LLC | 5,905 | $855.3K | 0.50% | +42+0.7% | Added |
| 626 Financial, LLC | 5,906 | $855.4K | 0.46% | +18+0.3% | Added |
| Campbell Wealth Management | 5,907 | $856.0K | 0.08% | +3,807+181.3% | Added |
| Eagle Bluffs Wealth Management LLC | 5,923 | $857.9K | 0.46% | +545+10.1% | Added |
| Ascent Wealth Partners, LLC | 5,924 | $858.0K | 0.12% | −575−8.8% | Reduced |
| JGP Wealth Management, LLC | 5,947 | $861.4K | 0.11% | +123+2.1% | Added |
| Mainstream Capital Management LLC | 5,958 | $863.0K | 0.60% | +126+2.2% | Added |
| Shore Point Advisors, LLC | 5,970 | $864.7K | 0.46% | +425+7.7% | Added |
| Tang Capital Management LLC | 5,978 | $865.9K | 0.06% | +5,978 | New |
| Sterneck Capital Management, LLC | 5,989 | $867.5K | 0.47% | −519−8.0% | Reduced |
| Riverbend Wealth Management, LLC | 5,974 | $868.6K | 0.77% | +5,974 | New |
| Copley Financial Group, Inc. | 5,998 | $868.7K | 0.67% | +471+8.5% | Added |
| SOA Wealth Advisors, LLC. | 6,005 | $869.8K | 0.16% | −5−0.1% | Reduced |
| Guardian Wealth Advisors, LLC | 6,007 | $870.1K | 0.56% | +8+0.1% | Added |
| Next Level Private LLC | 6,011 | $870.7K | 0.35% | −633−9.5% | Reduced |
| Moss Adams Wealth Advisors LLC | 6,015 | $871.2K | 0.09% | −420−6.5% | Reduced |
| Salvus Wealth Management, LLC | 6,019 | $871.8K | 0.56% | +40+0.7% | Added |
| Keel Point, LLC | 6,029 | $873.2K | 0.07% | −103−1.7% | Reduced |
| Semmax Financial Advisors Inc. | 5,617 | $875.5K | 0.23% | +274+5.1% | Added |
| Westover Capital Advisors, LLC | 6,059 | $877.6K | 0.19% | 00.0% | Unchanged |
| SAM Advisors, LLC | 6,064 | $878.2K | 0.32% | +7+0.1% | Added |
| American Institute for Advanced Investment Management, LLP | 6,066 | $878.6K | 0.66% | −315−4.9% | Reduced |
| Coastwise Capital Group, LLC | 6,069 | $879.0K | 0.70% | −248−3.9% | Reduced |
| Manchester Capital Management LLC | 6,072 | $879.5K | 0.10% | −161−2.6% | Reduced |
| Green Harvest Asset Management LLC | 6,083 | $881.1K | 0.02% | +648+11.9% | Added |
| Consilium Wealth Advisory, LLC | 6,088 | $881.8K | 0.42% | +739+13.8% | Added |
| Ironsides Asset Advisors, LLC | 6,089 | $881.9K | 0.25% | 00.0% | Unchanged |
| Mattern Capital Management, LLC | 6,093 | $882.5K | 0.12% | +559+10.1% | Added |