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 |
|---|---|---|---|---|---|
| Concord Wealth Partners | 7,790 | $1.13M | 0.18% | −16,280−67.6% | Reduced |
| Oak Harbor Wealth Partners, LLC | 7,802 | $1.13M | 0.33% | −387−4.7% | Reduced |
| 1620 Investment Advisors, Inc. | 7,802 | $1.13M | 0.86% | −83−1.1% | Reduced |
| Ackerman Capital Advisors, LLC | 7,807 | $1.13M | 0.30% | 00.0% | Unchanged |
| Novem Group | 7,813 | $1.13M | 0.17% | +7,813 | New |
| Roof Eidam & Maycock | 7,814 | $1.13M | 0.29% | −1,197−13.3% | Reduced |
| Vista Investment Management | 7,828 | $1.13M | 0.43% | −394−4.8% | Reduced |
| Cetera Trust Company, N.A | 7,831 | $1.13M | 0.74% | +585+8.1% | Added |
| Wealth Management Associates, Inc. | 7,856 | $1.14M | 0.49% | −30−0.4% | Reduced |
| Great Lakes Retirement, Inc. | 7,857 | $1.14M | 0.15% | −396−4.8% | Reduced |
| Peterson Wealth Management | 7,897 | $1.14M | 0.68% | −465−5.6% | Reduced |
| Addison Capital Co | 7,904 | $1.14M | 0.46% | −81−1.0% | Reduced |
| Full Sail Capital, LLC | 7,909 | $1.15M | 0.07% | +135+1.7% | Added |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 7,928 | $1.15M | 0.67% | −603−7.1% | Reduced |
| LGT Financial Advisors LLC | 7,934 | $1.15M | 2.54% | +1,983+33.3% | Added |
| Semanteon Capital Management, LP | 7,945 | $1.15M | 0.62% | −256−3.1% | Reduced |
| Fermata Advisors, LLC | 7,945 | $1.15M | 0.21% | +77+1.0% | Added |
| West Michigan Advisors, LLC | 7,953 | $1.15M | 0.35% | −1,001−11.2% | Reduced |
| First Commonwealth Financial Corp | 7,957 | $1.15M | 0.27% | +204+2.6% | Added |
| Retirement Planning Co of New England, Inc. | 7,970 | $1.15M | 0.56% | +46+0.6% | Added |
| BCJ Capital Management, LLC | 7,982 | $1.16M | 0.09% | +2,249+39.2% | Added |
| Red Spruce Capital, LLC | 7,983 | $1.16M | 0.51% | +848+11.9% | Added |
| Doliver Advisors, LP | 7,984 | $1.16M | 0.32% | +70+0.9% | Added |
| Money Concepts Capital Corp | 7,987 | $1.16M | 0.09% | +527+7.1% | Added |
| Pines Wealth Management, LLC | 7,555 | $1.16M | 0.50% | +7,555 | New |
| Walter & Keenan Financial Consulting Co | 8,015 | $1.16M | 0.35% | −240−2.9% | Reduced |
| Rice Partnership, LLC | 8,054 | $1.17M | 0.22% | −37−0.5% | Reduced |
| Wellington Shields Capital Management, LLC | 8,055 | $1.17M | 0.21% | −1,999−19.9% | Reduced |
| Ables, Iannone, Moore & Associates, Inc. | 8,063 | $1.17M | 0.72% | −10−0.1% | Reduced |
| St. Johns Investment Management Company, LLC | 8,068 | $1.17M | 0.54% | +129+1.6% | Added |
| Lederer & Associates Investment Counsel | 8,068 | $1.17M | 0.82% | +30.0% | Added |
| Moment Partners, LLC | 8,073 | $1.17M | 0.22% | +8,073 | New |
| Darden Wealth Group Inc | 8,141 | $1.18M | 0.79% | +380+4.9% | Added |
| TBH Global Asset Management, LLC | 8,150 | $1.18M | 0.28% | −1,304−13.8% | Reduced |
| Redhawk Wealth Advisors, Inc. | 8,152 | $1.18M | 0.16% | +422+5.5% | Added |
| Rahlfs Capital, LLC | 8,154 | $1.18M | 1.17% | +8,154 | New |
| South Plains Financial, Inc. | 8,164 | $1.18M | 0.90% | +8,164 | New |
| Cascade Investment Advisors, Inc. | 8,182 | $1.19M | 0.76% | +25+0.3% | Added |
| Family Legacy, Inc. | 7,887 | $1.19M | 0.40% | +84+1.1% | Added |
| Old Point Trust & Financial Services N A | 8,191 | $1.19M | 0.42% | +80+1.0% | Added |
| Oxford Wealth Group, LLC | 8,209 | $1.19M | 0.77% | −220−2.6% | Reduced |
| Pacific Sage Partners, LLC | 8,217 | $1.19M | 0.27% | −99−1.2% | Reduced |
| Key Financial Inc | 8,218 | $1.19M | 0.27% | 00.0% | Unchanged |
| Wallace Capital Management Inc. | 8,229 | $1.19M | 0.16% | 00.0% | Unchanged |
| Childress Capital Advisors, LLC | 8,233 | $1.19M | 0.33% | −6,610−44.5% | Reduced |
| Aspen Wealth Strategies, LLC | 8,238 | $1.19M | 0.76% | +48+0.6% | Added |
| Sawgrass Asset Management LLC | 8,244 | $1.19M | 0.13% | −491−5.6% | Reduced |
| InTrack Investment Management Inc | 7,629 | $1.20M | 0.84% | −5,580−42.2% | Reduced |
| BOS Asset Management, LLC | 8,289 | $1.20M | 0.43% | −869−9.5% | Reduced |
| LCM Capital Management Inc | 8,294 | $1.20M | 0.68% | +28+0.3% | Added |
| Octavia Wealth Advisors, LLC | 8,299 | $1.20M | 0.15% | +2,661+47.2% | Added |
| Dividend Assets Capital, LLC | 8,307 | $1.20M | 0.23% | +32+0.4% | Added |
| World Equity Group, Inc. | 8,309 | $1.20M | 0.26% | +529+6.8% | Added |
| Advisory Alpha, LLC | 8,324 | $1.21M | 0.04% | +662+8.6% | Added |
| Magnolia Capital Advisors LLC | 8,337 | $1.21M | 0.31% | +6,784+436.8% | Added |
| Wilkins Miller Wealth Management, LLC | 8,342 | $1.21M | 1.26% | +8,342 | New |
| Capital Investment Counsel, Inc | 8,379 | $1.21M | 0.18% | +463+5.8% | Added |
| Investment Partners, Ltd. | 8,392 | $1.22M | 0.50% | +375+4.7% | Added |
| Hilltop Partners LLC | 8,399 | $1.22M | 0.41% | +2,001+31.3% | Added |
| Apeiron RIA LLC | 8,420 | $1.22M | 0.34% | +433+5.4% | Added |
| Aureus Asset Management, LLC | 8,441 | $1.22M | 0.08% | +1,308+18.3% | Added |
| Matrix Trust Co | 8,453 | $1.22M | 0.21% | +248+3.0% | Added |
| Paragon Capital Management LLC | 8,454 | $1.22M | 0.66% | −96−1.1% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 8,455 | $1.23M | 0.01% | 00.0% | Unchanged |
| Hollencrest Capital Management | 8,460 | $1.23M | 0.05% | −3,144−27.1% | Reduced |
| Thrive Wealth Management, LLC | 8,462 | $1.23M | 0.22% | −757−8.2% | Reduced |
| Cornercap Investment Counsel Inc | 8,475 | $1.23M | 0.40% | −391−4.4% | Reduced |
| WBH Advisory Inc | 8,553 | $1.24M | 0.11% | −153−1.8% | Reduced |
| Timber Creek Capital Management LLC | 8,561 | $1.24M | 0.36% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 8,602 | $1.25M | 0.12% | +2,311+36.7% | Added |
| Boston Research & Management Inc | 8,608 | $1.25M | 0.30% | 00.0% | Unchanged |
| Apella Capital, LLC | 8,618 | $1.25M | 0.05% | +51+0.6% | Added |
| Wells Trecaso Financial Group, LLC | 8,627 | $1.25M | 0.41% | +30.0% | Added |
| Legacy Bridge, LLC | 8,658 | $1.25M | 0.65% | 00.0% | Unchanged |
| Accretive Wealth Partners, LLC | 8,662 | $1.25M | 0.53% | −307−3.4% | Reduced |
| Mayfair Advisory Group, LLC | 8,665 | $1.26M | 0.74% | −383−4.2% | Reduced |
| Main Street Financial Solutions, LLC | 8,705 | $1.26M | 0.12% | −5,798−40.0% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 8,707 | $1.26M | 0.39% | +30+0.3% | Added |
| Strategic Wealth Partners, Ltd. | 8,118 | $1.27M | 0.10% | −485−5.6% | Reduced |
| RD Lewis Holdings, Inc. | 8,339 | $1.27M | 1.40% | +8,339 | New |
| Holistic Planning, LLC | 8,798 | $1.27M | 0.46% | +17+0.2% | Added |
| Processus Wealth & Capital Management, LLC | 8,804 | $1.28M | 1.02% | +77+0.9% | Added |
| TigerOak Management, L.L.C. | 8,807 | $1.28M | 0.47% | +8,807 | New |
| Dumont & Blake Investment Advisors LLC | 8,814 | $1.28M | 0.34% | −678−7.1% | Reduced |
| Citizens & Northern Corp | 8,820 | $1.28M | 0.35% | +990+12.6% | Added |
| Baldwin Investment Management, LLC | 8,831 | $1.28M | 0.17% | −913−9.4% | Reduced |
| SG Americas Securities, LLC | 8,834 | $1.28M | 0.01% | −101,242−92.0% | Reduced |
| Wolff Financial Management LLC | 8,845 | $1.28M | 0.36% | −40.0% | Reduced |
| Corundum Group, Inc. | 8,854 | $1.28M | 0.48% | +4,698+113.0% | Added |
| Aaron Wealth Advisors | 8,860 | $1.28M | 0.15% | +1,609+22.2% | Added |
| Kozak & Associates, Inc. | 8,694 | $1.29M | 0.29% | +26+0.3% | Added |
| Everhart Financial Group, Inc. | 8,876 | $1.29M | 0.26% | +1,076+13.8% | Added |
| Shulman DeMeo Asset Management LLC | 8,880 | $1.29M | 0.35% | −771−8.0% | Reduced |
| Tradition Wealth Management, LLC | 8,886 | $1.29M | 0.11% | −298−3.2% | Reduced |
| Bowen Hanes & Co Inc | 8,893 | $1.29M | 0.03% | −42,010−82.5% | Reduced |
| Creekside Partners | 8,894 | $1.29M | 0.67% | 00.0% | Unchanged |
| Core Wealth Partners LLC | 8,912 | $1.29M | 0.74% | +316+3.7% | Added |
| Potomac Fund Management Inc | 8,914 | $1.29M | 0.08% | +8,914 | New |
| Orrstown Financial Services Inc | 8,916 | $1.29M | 0.35% | +780+9.6% | Added |
| Wealth Quarterback LLC | 8,924 | $1.29M | 0.61% | +139+1.6% | Added |