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 |
|---|---|---|---|---|---|
| Roberts Wealth Advisors, LLC | 6,279 | $994.1K | 0.30% | +1,062+20.4% | Added |
| Waterloo Capital, L.P. | 6,874 | $995.6K | 0.10% | +1,640+31.3% | Added |
| Hohimer Wealth Management, LLC | 6,877 | $996.1K | 0.19% | +2,208+47.3% | Added |
| Tidemark, LLC | 6,882 | $996.9K | 0.38% | +2,192+46.7% | Added |
| Central Valley Advisors, LLC | 6,901 | $999.7K | 0.45% | −9−0.1% | Reduced |
| IMS Capital Management | 6,905 | $1.00M | 0.46% | +30.0% | Added |
| J. Safra Sarasin Holding AG | 6,941 | $1.01M | 0.02% | −425−5.8% | Reduced |
| Canopy Partners, LLC | 6,946 | $1.01M | 0.38% | +578+9.1% | Added |
| Analyst IMS Investment Management Services Ltd. | 6,948 | $1.01M | 0.04% | −6,370−47.8% | Reduced |
| Mork Capital Management, LLC | 6,970 | $1.01M | 0.66% | +300+4.5% | Added |
| Safe Harbor Fiduciary, LLC | 7,002 | $1.01M | 1.03% | +60+0.9% | Added |
| My Legacy Advisors, LLC | 6,417 | $1.02M | 0.39% | −374−5.5% | Reduced |
| KDT Advisors, LLC | 7,015 | $1.02M | 1.49% | +7,015 | New |
| Monticello Wealth Management, LLC | 7,032 | $1.02M | 0.09% | −576−7.6% | Reduced |
| Sentry Investment Management LLC | 7,037 | $1.02M | 0.49% | −1,146−14.0% | Reduced |
| Correct Capital Wealth Management | 7,080 | $1.03M | 0.20% | −7,112−50.1% | Reduced |
| Tectonic Advisors LLC | 7,082 | $1.03M | 0.07% | +364+5.4% | Added |
| Covenant Partners, LLC | 7,089 | $1.03M | 0.32% | −98−1.4% | Reduced |
| Prudent Man Advisors, LLC | 7,092 | $1.03M | 0.37% | −1,099−13.4% | Reduced |
| Indiana Trust & Investment Management CO | 7,092 | $1.03M | 0.35% | +115+1.6% | Added |
| J. W. Coons Advisors, LLC | 7,097 | $1.03M | 0.26% | 00.0% | Unchanged |
| American State Bank (Iowa) | 7,106 | $1.03M | 0.62% | +110+1.6% | Added |
| Washington Trust Advisors, Inc. | 7,109 | $1.03M | 0.09% | −4−0.1% | Reduced |
| Westhampton Capital, LLC | 7,110 | $1.03M | 0.53% | +230+3.3% | Added |
| Chapman Financial Group, LLC | 7,116 | $1.03M | 0.83% | +7,116 | New |
| Summit X, LLC | 7,110 | $1.03M | 0.23% | +4,896+221.1% | Added |
| Paladin Wealth, LLC | 7,134 | $1.03M | 0.89% | +684+10.6% | Added |
| Conservest Capital Advisors, Inc. | 7,144 | $1.03M | 0.11% | +171+2.5% | Added |
| Mascagni Wealth Management, Inc. | 6,192 | $1.04M | 1.03% | +6,192 | New |
| Eley Financial Management, Inc | 7,166 | $1.04M | 0.40% | +61+0.9% | Added |
| Baker Ellis Asset Management LLC | 7,166 | $1.04M | 0.15% | +150+2.1% | Added |
| First County Bank | 7,169 | $1.04M | 0.58% | −565−7.3% | Reduced |
| Per Stirling Capital Management, LLC. | 7,188 | $1.04M | 0.15% | −4,160−36.7% | Reduced |
| Valley Brook Capital Group | 7,216 | $1.05M | 0.78% | 00.0% | Unchanged |
| Wulff, Hansen & Co. | 7,216 | $1.05M | 0.99% | +10+0.1% | Added |
| Catalina Capital Group, LLC | 7,236 | $1.05M | 0.35% | +300+4.3% | Added |
| Schrum Private Wealth Management LLC | 7,238 | $1.05M | 0.89% | −6,096−45.7% | Reduced |
| Westmount Partners, LLC | 7,242 | $1.05M | 0.32% | −455−5.9% | Reduced |
| Souders Financial Advisors | 7,244 | $1.05M | 0.15% | −581−7.4% | Reduced |
| Pflug Koory, LLC | 7,247 | $1.05M | 0.53% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 7,247 | $1.05M | 0.34% | −291−3.9% | Reduced |
| Aster Capital Management (DIFC) Ltd | 7,271 | $1.05M | 0.40% | −9,102−55.6% | Reduced |
| Allegheny Financial Group LTD | 7,278 | $1.05M | 0.27% | −1,552−17.6% | Reduced |
| Keating Investment Counselors Inc | 7,296 | $1.06M | 0.33% | 00.0% | Unchanged |
| OMC Financial Services LTD | 7,307 | $1.06M | 0.45% | −50−0.7% | Reduced |
| Chickasaw Capital Management LLC | 7,303 | $1.06M | 0.04% | −15−0.2% | Reduced |
| First Interstate Bank | 7,307 | $1.06M | 0.06% | +93+1.3% | Added |
| Cravens & Co Advisors, LLC | 7,317 | $1.06M | 0.81% | −2,004−21.5% | Reduced |
| GoalVest Advisory LLC | 7,340 | $1.06M | 0.29% | +168+2.3% | Added |
| Mogy Joel R Investment Counsel Inc | 7,343 | $1.06M | 0.06% | 00.0% | Unchanged |
| Stableford Capital II LLC | 7,354 | $1.07M | 0.42% | −132−1.8% | Reduced |
| Alteri Wealth LLC | 7,355 | $1.07M | 0.29% | +7,355 | New |
| Kestra Investment Management, LLC | 7,358 | $1.07M | 0.04% | +278+3.9% | Added |
| First Community Trust NA | 7,360 | $1.07M | 0.76% | +43+0.6% | Added |
| L.M. Kohn & Company | 7,376 | $1.07M | 0.28% | −31−0.4% | Reduced |
| Midwest Professional Planners, LTD. | 7,383 | $1.07M | 0.32% | +79+1.1% | Added |
| E&G Advisors, LP | 7,384 | $1.07M | 0.29% | −520−6.6% | Reduced |
| Wolverine Asset Management LLC | 7,390 | $1.07M | 0.02% | −60−0.8% | Reduced |
| Carson Advisory Inc. | 7,390 | $1.07M | 0.74% | −338−4.4% | Reduced |
| Flagship Wealth Advisors, LLC | 7,396 | $1.07M | 0.63% | +7,396 | New |
| Hazlett, Burt & Watson, Inc. | 7,406 | $1.07M | 0.48% | +525+7.6% | Added |
| San Luis Wealth Advisors LLC | 7,459 | $1.08M | 0.20% | +205+2.8% | Added |
| Guardian Wealth Advisors, LLC | 7,460 | $1.08M | 0.09% | +1,081+16.9% | Added |
| Schmidt P J Investment Management Inc | 7,464 | $1.08M | 0.19% | −380−4.8% | Reduced |
| Wright Investors Service Inc | 7,476 | $1.08M | 0.35% | −6,775−47.5% | Reduced |
| Machina Capital S.A.S. | 7,477 | $1.08M | 0.46% | +7,477 | New |
| Sigma Investment Counselors Inc | 7,489 | $1.08M | 0.06% | −9,814−56.7% | Reduced |
| United Advisor Group, LLC | 7,494 | $1.09M | 0.21% | +1,366+22.3% | Added |
| Leisure Capital Management | 7,509 | $1.09M | 0.43% | +4,357+138.2% | Added |
| Financial Management Professionals, Inc. | 7,514 | $1.09M | 0.14% | +1,076+16.7% | Added |
| RFG - Bristol Wealth Advisors, LLC | 7,527 | $1.09M | 0.36% | +7,527 | New |
| WMS Partners, LLC | 7,548 | $1.09M | 0.06% | −191−2.5% | Reduced |
| Enterprise Financial Services Corp | 7,571 | $1.10M | 0.61% | +88+1.2% | Added |
| Silver Oak Securities, Inc | 7,670 | $1.10M | 0.10% | −173−2.2% | Reduced |
| Hickory Point Bank & Trust | 7,583 | $1.10M | 0.97% | +7,583 | New |
| Connecticut Wealth Management, LLC | 7,588 | $1.10M | 0.05% | −441−5.5% | Reduced |
| Element Wealth, LLC | 7,595 | $1.10M | 0.58% | −29−0.4% | Reduced |
| Golden State Wealth Management, LLC | 7,596 | $1.10M | 0.16% | +7,596 | New |
| Edmond de Rothschild Holding S.A. | 7,620 | $1.10M | 0.02% | +268+3.6% | Added |
| Brandywine Oak Private Wealth LLC | 7,637 | $1.11M | 0.11% | +238+3.2% | Added |
| BIP Wealth, LLC | 7,639 | $1.11M | 0.07% | +451+6.3% | Added |
| Wingate Wealth Advisors, Inc. | 7,640 | $1.11M | 1.09% | +7,640 | New |
| Roxbury Financial LLC | 6,835 | $1.11M | 1.07% | +6,835 | New |
| FSM Wealth Advisors, LLC | 6,952 | $1.11M | 0.27% | −357−4.9% | Reduced |
| Waterway Wealth Management, LLC | 7,680 | $1.11M | 0.49% | +603+8.5% | Added |
| Mraz, Amerine & Associates, Inc. | 7,684 | $1.11M | 0.20% | −807−9.5% | Reduced |
| Canal Capital Management, LLC | 7,685 | $1.11M | 0.18% | −1,056−12.1% | Reduced |
| Gries Financial LLC | 7,691 | $1.11M | 0.20% | +5,236+213.3% | Added |
| Simon Quick Advisors, LLC | 7,703 | $1.12M | 0.07% | +1,296+20.2% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 7,706 | $1.12M | 0.17% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 7,716 | $1.12M | 0.23% | +715+10.2% | Added |
| Argus Investors' Counsel, Inc. | 7,731 | $1.12M | 0.75% | −120−1.5% | Reduced |
| Hodges Capital Management Inc. | 7,731 | $1.12M | 0.07% | +84+1.1% | Added |
| Chicago Capital, LLC | 7,735 | $1.12M | 0.03% | −1,998−20.5% | Reduced |
| Skopos Labs, Inc. | 7,737 | $1.12M | 0.33% | +4,200+118.7% | Added |
| Catalyst Financial Partners LLC | 7,758 | $1.12M | 0.21% | +48+0.6% | Added |
| Agate Pass Investment Management, LLC | 7,761 | $1.12M | 0.51% | +3,862+99.1% | Added |
| Wendell David Associates Inc | 7,769 | $1.13M | 0.11% | 00.0% | Unchanged |
| River Street Advisors LLC | 7,780 | $1.13M | 0.58% | +123+1.6% | Added |
| Wrapmanager Inc | 7,782 | $1.13M | 0.29% | −1,131−12.7% | Reduced |