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 |
|---|---|---|---|---|---|
| Viawealth, LLC | 6,101 | $883.7K | 0.53% | −362−5.6% | Reduced |
| Cooper/Haims Advisors, LLC | 6,112 | $885.2K | 0.50% | +10.0% | Added |
| Compass Ion Advisors, LLC | 6,121 | $886.6K | 0.11% | +190+3.2% | Added |
| Simplicity Wealth,LLC | 6,130 | $887.9K | 0.19% | −6,084−49.8% | Reduced |
| Fjell Capital, LLC | 6,145 | $890.0K | 0.92% | +6,145 | New |
| Winthrop Capital Management, LLC | 6,227 | $891.0K | 0.24% | +6,227 | New |
| Forbes J M & Co LLP | 6,152 | $891.1K | 0.09% | −20.0% | Reduced |
| City State Bank | 6,162 | $892.5K | 0.31% | −55−0.9% | Reduced |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 6,163 | $892.6K | 0.16% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 6,164 | $892.8K | 0.29% | +1,093+21.6% | Added |
| Barlow Wealth Partners, Inc. | 5,661 | $896.3K | 0.11% | +329+6.2% | Added |
| CCG Wealth Management, LLC | 6,189 | $896.4K | 0.50% | +15+0.2% | Added |
| Winch Advisory Services, LLC | 6,189 | $896.5K | 0.23% | +601+10.8% | Added |
| Independent Investors Inc | 6,190 | $896.6K | 0.18% | 00.0% | Unchanged |
| Wealth Dimensions Group, Ltd. | 6,201 | $898.1K | 0.22% | +208+3.5% | Added |
| Heartwood Wealth Advisors LLC | 6,204 | $898.6K | 0.10% | +17+0.3% | Added |
| Sterling Investment Management, Inc. | 6,208 | $899.2K | 0.71% | −102−1.6% | Reduced |
| Nemes Rush Group LLC | 6,214 | $900.1K | 0.11% | −1,315−17.5% | Reduced |
| Sendero Wealth Management, LLC | 6,216 | $900.4K | 0.13% | +7+0.1% | Added |
| Calamos Wealth Management LLC | 6,234 | $902.9K | 0.05% | +120+2.0% | Added |
| Baron Wealth Management LLC | 6,235 | $903.1K | 0.42% | −1,574−20.2% | Reduced |
| Austin Private Wealth, LLC | 6,244 | $904.4K | 0.08% | −319−4.9% | Reduced |
| NCM Capital Management, LLC | 6,250 | $905.2K | 0.41% | +779+14.2% | Added |
| Castle Wealth Management LLC | 6,254 | $905.8K | 0.36% | −221−3.4% | Reduced |
| SeaBridge Investment Advisors LLC | 6,255 | $906.0K | 0.19% | +1,397+28.8% | Added |
| Donald L. Hagan, LLC | 6,267 | $907.7K | 0.47% | −285−4.3% | Reduced |
| Provident Investment Management, Inc. | 6,268 | $907.9K | 0.09% | +38+0.6% | Added |
| Drive Wealth Management, LLC | 6,281 | $909.7K | 0.22% | −338−5.1% | Reduced |
| Requisite Capital Management, LLC | 6,285 | $910.3K | 0.19% | 00.0% | Unchanged |
| OneAscent Wealth Management LLC | 6,287 | $911.0K | 0.38% | −319−4.8% | Reduced |
| Barr E S & Co | 6,297 | $912.1K | 0.05% | −1,040−14.2% | Reduced |
| Windsor Capital Management, LLC | 6,299 | $912.5K | 0.27% | −279−4.2% | Reduced |
| Brendel Financial Advisors LLC | 6,301 | $913.0K | 0.55% | −1,219−16.2% | Reduced |
| MBL Wealth, LLC | 6,309 | $913.8K | 0.09% | −55−0.9% | Reduced |
| Beacon Investment Advisors LLC | 6,312 | $914.4K | 0.43% | +5+0.1% | Added |
| Capstone Wealth Management Group, LLC | 6,339 | $918.1K | 0.49% | −315−4.7% | Reduced |
| Barrett & Company, Inc. | 6,341 | $918.5K | 0.39% | 00.0% | Unchanged |
| SPC Financial, Inc. | 6,372 | $922.9K | 0.08% | +896+16.4% | Added |
| Concord Asset Management, LLC | 6,376 | $923.5K | 0.20% | −16,903−72.6% | Reduced |
| Madison Park Capital Advisors, LLC | 6,380 | $924.0K | 0.74% | +239+3.9% | Added |
| Root Financial Partners, LLC | 6,380 | $924.0K | 0.11% | +2,216+53.2% | Added |
| Deltec Asset Management LLC | 6,381 | $924.2K | 0.18% | −200−3.0% | Reduced |
| Accel Wealth Management | 6,384 | $924.6K | 0.35% | −636−9.1% | Reduced |
| Bingham Private Wealth, LLC | 6,397 | $926.5K | 0.99% | +6,397 | New |
| Townsend Asset Management Corp | 6,400 | $927.0K | 0.34% | −264−4.0% | Reduced |
| D.B. Root & Company, LLC | 6,400 | $927.1K | 0.29% | +583+10.0% | Added |
| Campion Asset Management LLC | 6,431 | $931.5K | 0.70% | −70−1.1% | Reduced |
| John G Ullman & Associates Inc | 6,436 | $932.2K | 0.14% | −226−3.4% | Reduced |
| Financial Partners Group, Inc | 6,444 | $933.3K | 0.14% | −884−12.1% | Reduced |
| Parvin Asset Management, LLC | 6,450 | $934.2K | 1.01% | +6,450 | New |
| Centerpoint Advisory Group | 6,464 | $936.2K | 0.91% | +6,464 | New |
| Sovran Advisors, LLC | 5,970 | $936.7K | 0.13% | +5,970 | New |
| Fortune Financial Advisors, LLC | 6,480 | $938.6K | 0.85% | +280+4.5% | Added |
| Fairvoy Private Wealth, LLC | 6,481 | $938.8K | 0.25% | +6,481 | New |
| First National Bank of Mount Dora, Trust Investment Services | 6,487 | $939.6K | 0.22% | −221−3.3% | Reduced |
| Roanoke Asset Management Corp | 6,489 | $940.0K | 0.30% | −4,000−38.1% | Reduced |
| Seamount Financial Group Inc | 6,526 | $945.3K | 0.65% | +101+1.6% | Added |
| L2 Asset Management, LLC | 6,535 | $946.5K | 0.21% | −857−11.6% | Reduced |
| Schear Investment Advisers, LLC | 6,553 | $949.1K | 0.51% | −6,491−49.8% | Reduced |
| Angeles Investment Advisors, LLC | 6,558 | $949.9K | 0.05% | −293−4.3% | Reduced |
| Gibbs Wealth Management | 6,562 | $950.5K | 0.26% | +1,171+21.7% | Added |
| Blume Capital Management, Inc. | 6,570 | $951.6K | 0.21% | −159−2.4% | Reduced |
| Cim Investment Mangement Inc | 6,579 | $952.9K | 0.28% | −4−0.1% | Reduced |
| Elgethun Capital Management | 6,580 | $953.0K | 0.23% | +389+6.3% | Added |
| Global Trust Asset Management, LLC | 6,591 | $954.6K | 0.36% | +80+1.2% | Added |
| Wilkinson Global Asset Management LLC | 6,593 | $954.9K | 0.06% | −10,190−60.7% | Reduced |
| PFC Capital Group, Inc. | 6,596 | $955.0K | 0.46% | −774−10.5% | Reduced |
| Global Assets Advisory, LLC | 6,510 | $955.0K | 0.53% | −697−9.7% | Reduced |
| Curran Financial Partners, LLC | 6,596 | $955.3K | 0.25% | +222+3.5% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 6,598 | $955.7K | 0.05% | −113,785−94.5% | Reduced |
| Nexus Investment Management ULC | 6,600 | $955.9K | 0.10% | −50−0.8% | Reduced |
| Hilltop National Bank | 6,605 | $956.7K | 0.29% | −70−1.0% | Reduced |
| von Borstel & Associates, Inc. | 6,607 | $957.0K | 0.37% | +331+5.3% | Added |
| Ami Asset Management Corp | 6,616 | $958.3K | 0.05% | +1,765+36.4% | Added |
| Evergreen Wealth Solutions, LLC | 6,617 | $958.4K | 0.67% | +1,445+27.9% | Added |
| Operose Advisors LLC | 6,632 | $960.6K | 0.33% | +1,932+41.1% | Added |
| Phillips Wealth Planners LLC | 6,284 | $962.4K | 0.96% | −1,662−20.9% | Reduced |
| First PREMIER Bank | 6,689 | $968.0K | 0.25% | −811−10.8% | Reduced |
| MSH Capital Advisors LLC | 6,683 | $968.0K | 0.30% | 00.0% | Unchanged |
| Fusion Capital, LLC | 6,689 | $968.8K | 0.39% | +150+2.3% | Added |
| Hartford Funds Management Co LLC | 6,690 | $968.9K | 0.09% | +1,057+18.8% | Added |
| DMG Group, LLC | 6,705 | $971.2K | 0.79% | −411−5.8% | Reduced |
| Alpha DNA Investment Management LLC | 6,716 | $972.7K | 0.53% | +152+2.3% | Added |
| Weaver Consulting Group | 6,725 | $974.0K | 0.30% | −56−0.8% | Reduced |
| Ballast Advisors LLC | 6,730 | $974.8K | 0.30% | +182+2.8% | Added |
| Colonial River Wealth Management, LLC | 6,732 | $975.1K | 0.47% | −132−1.9% | Reduced |
| ERn Financial, LLC | 6,738 | $976.0K | 0.15% | +114+1.7% | Added |
| A. D. Beadell Investment Counsel, Inc. | 6,758 | $978.0K | 0.79% | 00.0% | Unchanged |
| Peak Planning Group, LLC | 6,766 | $979.9K | 0.41% | −252−3.6% | Reduced |
| Silicon Valley Capital Partners | 6,766 | $980.0K | 0.11% | +521+8.3% | Added |
| Dixon Fnancial Services, Inc. | 6,773 | $981.1K | 0.53% | −367−5.1% | Reduced |
| Smith Anglin Financial, LLC | 6,785 | $982.8K | 0.09% | +401+6.3% | Added |
| Union Savings Bank | 6,789 | $983.3K | 0.48% | −470−6.5% | Reduced |
| Opinicus Capital, Inc. | 6,795 | $984.2K | 0.83% | +322+5.0% | Added |
| Denali Advisors LLC | 6,801 | $985.1K | 0.10% | −500−6.8% | Reduced |
| Sound Income Strategies, LLC | 6,806 | $985.8K | 0.06% | −248−3.5% | Reduced |
| Abbot Financial Management, Inc. | 6,816 | $987.2K | 0.49% | −125−1.8% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 6,825 | $988.5K | 0.22% | −122−1.8% | Reduced |
| ABLE Financial Group, LLC | 6,838 | $990.4K | 0.29% | −351−4.9% | Reduced |
| Bridgewater Associates, LP | 6,856 | $993.0K | 0.00% | −662,263−99.0% | Reduced |