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 |
|---|---|---|---|---|---|
| Asset Planning,Inc | 8,956 | $1.30M | 0.99% | +8,956 | New |
| Ames National Corp | 8,962 | $1.30M | 0.87% | +8,962 | New |
| Bedel Financial Consulting, Inc. | 8,497 | $1.30M | 0.18% | −7−0.1% | Reduced |
| Jmac Enterprises LLC | 8,987 | $1.30M | 0.20% | −2,645−22.7% | Reduced |
| Needham Investment Management LLC | 9,000 | $1.30M | 0.10% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 9,005 | $1.30M | 0.65% | +197+2.2% | Added |
| GAM Holding AG | 9,006 | $1.30M | 0.10% | +9,006 | New |
| Burford Brothers, Inc. | 9,024 | $1.31M | 0.64% | +221+2.5% | Added |
| Eight 31 Financial LLC | 9,026 | $1.31M | 0.98% | +30.0% | Added |
| BXM Wealth LLC | 9,030 | $1.31M | 1.83% | +9,030 | New |
| Firestone Capital Management | 9,050 | $1.31M | 0.33% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 9,059 | $1.31M | 0.60% | +675+8.1% | Added |
| Adalta Capital Management LLC | 9,069 | $1.31M | 0.69% | 00.0% | Unchanged |
| ADG Wealth Management Group, LLC | 9,075 | $1.31M | 1.17% | +9,075 | New |
| Kings Path Partners LLC | 9,080 | $1.32M | 0.56% | 00.0% | Unchanged |
| Manske Wealth Management | 9,105 | $1.32M | 0.52% | +9,105 | New |
| S.A. Mason LLC | 9,114 | $1.32M | 0.69% | +81+0.9% | Added |
| Motiv8 Investments LLC | 9,165 | $1.33M | 0.93% | +2,935+47.1% | Added |
| BancFirst Trust & Investment Management | 9,304 | $1.33M | 0.60% | −23−0.2% | Reduced |
| TCM Advisors, LLC | – | $1.33M | 1.18% | – | – |
| Nebula Research & Development LLC | 9,208 | $1.33M | 0.16% | +5,165+127.8% | Added |
| Cove Private Wealth, LLC | 9,215 | $1.33M | 0.80% | 00.0% | Unchanged |
| Fischer Financial Services, Inc. | 9,250 | $1.34M | 0.42% | +9,250 | New |
| Eqis Capital Management, Inc. | 9,256 | $1.34M | 0.11% | +167+1.8% | Added |
| Harrell Investment Partners, LLC | 9,268 | $1.34M | 0.38% | −211−2.2% | Reduced |
| Argent Advisors, Inc. | 9,279 | $1.34M | 0.50% | +542+6.2% | Added |
| Plan Group Financial, LLC | 9,280 | $1.34M | 0.71% | +750+8.8% | Added |
| CVA Family Office, LLC | 9,293 | $1.35M | 0.21% | +818+9.7% | Added |
| MCF Advisors LLC | 9,296 | $1.35M | 0.09% | +1,212+15.0% | Added |
| Lion Street Advisors, LLC | 9,316 | $1.35M | 0.43% | +411+4.6% | Added |
| Gladius Capital Management LP | 9,348 | $1.35M | 0.78% | +2,796+42.7% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 9,349 | $1.35M | 0.38% | +279+3.1% | Added |
| Dempze Nancy E | 9,355 | $1.35M | 0.78% | +258+2.8% | Added |
| Traphagen Investment Advisors LLC | 9,367 | $1.36M | 0.14% | −6−0.1% | Reduced |
| Northstar Financial Companies, Inc. | 9,372 | $1.36M | 1.28% | +9,372 | New |
| TLWM | 9,404 | $1.36M | 0.27% | +379+4.2% | Added |
| Cito Capital Group, LLC | 9,420 | $1.36M | 0.50% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 9,439 | $1.37M | 0.18% | +696+8.0% | Added |
| Financial Engines Advisors L.L.C. | 9,447 | $1.37M | 0.00% | +2,731+40.7% | Added |
| Front Street Capital Management, Inc. | 9,452 | $1.37M | 0.24% | 00.0% | Unchanged |
| Farmers Trust Co | 9,472 | $1.37M | 0.26% | −232−2.4% | Reduced |
| Centennial Bank | 9,479 | $1.37M | 0.65% | −536−5.4% | Reduced |
| DRW Securities, LLC | 9,501 | $1.37M | 0.09% | −1,709−15.2% | Reduced |
| Lakeview Capital Partners, LLC | 9,491 | $1.37M | 0.30% | −809−7.9% | Reduced |
| Aries Wealth Management | 9,512 | $1.38M | 0.38% | 00.0% | Unchanged |
| DB Fitzpatrick & Co, Inc | 9,527 | $1.38M | 1.27% | −184−1.9% | Reduced |
| Fullerton Fund Management Co Ltd. | 9,540 | $1.38M | 0.05% | +5,327+126.4% | Added |
| Entruity Wealth, LLC | 9,589 | $1.39M | 1.38% | +9,589 | New |
| Access Financial Services, Inc. | 9,598 | $1.39M | 0.62% | −437−4.4% | Reduced |
| Arlington Trust Co LLC | 9,602 | $1.39M | 0.29% | +108+1.1% | Added |
| PDS Planning, Inc | 9,605 | $1.39M | 0.12% | +868+9.9% | Added |
| Cypress Wealth Services, LLC | 9,629 | $1.39M | 0.28% | −1,072−10.0% | Reduced |
| FRG Family Wealth Advisors LLC | 9,647 | $1.40M | 0.25% | 00.0% | Unchanged |
| United Bank | 9,652 | $1.40M | 0.59% | +1,557+19.2% | Added |
| Broadwater Capital Management LLC | 9,665 | $1.40M | 1.07% | 00.0% | Unchanged |
| West Branch Capital LLC | 9,689 | $1.40M | 0.45% | +1,511+18.5% | Added |
| Embree Financial Group | 9,689 | $1.40M | 0.24% | −814−7.8% | Reduced |
| Meridian Wealth Advisors, LLC | 9,713 | $1.41M | 0.23% | −13−0.1% | Reduced |
| SS&H Financial Advisors, Inc. | 9,708 | $1.41M | 0.51% | +258+2.7% | Added |
| Coastal Investment Advisors, Inc. | 9,517 | $1.41M | 0.58% | −255−2.6% | Reduced |
| Claro Advisors LLC | 9,715 | $1.41M | 0.19% | −1,425−12.8% | Reduced |
| Marco Investment Management LLC | 9,731 | $1.41M | 0.12% | −359−3.6% | Reduced |
| Syntax Research, Inc. | 9,770 | $1.42M | 1.01% | −15,658−61.6% | Reduced |
| Cypress Capital Management LLC (WY) | 9,774 | $1.42M | 1.62% | −728−6.9% | Reduced |
| SFMG, LLC | 9,784 | $1.42M | 0.11% | +274+2.9% | Added |
| WBI Investments | 9,819 | $1.42M | 0.36% | +9,819 | New |
| Angeles Wealth Management, LLC | 9,821 | $1.42M | 0.12% | +1,848+23.2% | Added |
| 44 Wealth Management LLC | 9,825 | $1.42M | 0.55% | −1,431−12.7% | Reduced |
| Wambolt & Associates, LLC | 9,890 | $1.43M | 0.46% | −2,099−17.5% | Reduced |
| Harbor Advisory Corp | 9,902 | $1.43M | 0.47% | −11,666−54.1% | Reduced |
| Aspen Investment Management Inc | 9,919 | $1.44M | 0.67% | −232−2.3% | Reduced |
| Advisory Research Inc | 9,923 | $1.44M | 0.24% | +142+1.5% | Added |
| Hubbell Strickland Wealth Management, LLC | 9,924 | $1.44M | 0.68% | +59+0.6% | Added |
| Avestar Capital, LLC | 9,953 | $1.44M | 0.13% | +904+10.0% | Added |
| Trust Investment Advisors | 9,984 | $1.45M | 0.92% | +302+3.1% | Added |
| Barbara Oil Co. | 10,000 | $1.45M | 0.60% | 00.0% | Unchanged |
| RBF Capital, LLC | 10,000 | $1.45M | 0.08% | +10,000 | New |
| Doheny Asset Management | 10,013 | $1.45M | 1.08% | 00.0% | Unchanged |
| Bank & Trust Co | 10,017 | $1.45M | 1.22% | −111−1.1% | Reduced |
| Blackstone Group Inc. | 10,021 | $1.45M | 0.01% | −558−5.3% | Reduced |
| Meiji Yasuda Life Insurance Co | 10,025 | $1.45M | 0.03% | −648−6.1% | Reduced |
| Elevated Capital Advisors, LLC | 10,039 | $1.45M | 0.40% | +966+10.6% | Added |
| CFC Planning Co LLC | 10,042 | $1.45M | 1.56% | +10,042 | New |
| Etesian Wealth Advisors, Inc. | 10,048 | $1.46M | 0.64% | +817+8.9% | Added |
| Athena Investment Management | 10,093 | $1.46M | 0.85% | −150−1.5% | Reduced |
| 3Chopt Investment Partners, LLC | 10,100 | $1.46M | 0.50% | +10,100 | New |
| Lombard Odier Asset Management (Switzerland) SA | 10,130 | $1.47M | 0.11% | +10,130 | New |
| Resurgent Financial Advisors LLC | 10,169 | $1.47M | 0.87% | −257−2.5% | Reduced |
| Waddell & Associates, LLC | 10,183 | $1.47M | 0.15% | +776+8.2% | Added |
| Donoghue Forlines LLC | 10,199 | $1.48M | 0.49% | +2,589+34.0% | Added |
| Beck Mack & Oliver LLC | 10,202 | $1.48M | 0.03% | −1,100−9.7% | Reduced |
| Miller Investment Management, LP | 10,220 | $1.48M | 0.16% | 00.0% | Unchanged |
| AssuredPartners Investment Advisors, LLC | 10,238 | $1.48M | 0.29% | +10,238 | New |
| Peoples Bank | 10,238 | $1.48M | 1.03% | 00.0% | Unchanged |
| Covenant Asset Management, LLC | 10,248 | $1.48M | 0.33% | −867−7.8% | Reduced |
| Eagle Wealth Strategies LLC | 10,256 | $1.49M | 1.08% | −192−1.8% | Reduced |
| Northside Capital Management, LLC | 10,282 | $1.49M | 0.40% | 00.0% | Unchanged |
| Pacific Wealth Strategies Group, Inc. | 10,295 | $1.49M | 1.04% | +49+0.5% | Added |
| Meriwether Wealth & Planning, LLC | 10,295 | $1.49M | 1.06% | +10,295 | New |
| Argyle Capital Partners, LLC | 10,323 | $1.50M | 1.28% | +10,323 | New |