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 |
|---|---|---|---|---|---|
| Comprehensive Financial Consultants Institutional, Inc. | 10,327 | $1.50M | 0.54% | −389−3.6% | Reduced |
| M. Kraus & Co | 10,347 | $1.50M | 0.45% | −256−2.4% | Reduced |
| Oak Family Advisors, LLC | 10,369 | $1.50M | 0.59% | +1,064+11.4% | Added |
| Convergence Financial, LLC | 10,375 | $1.50M | 0.30% | +652+6.7% | Added |
| Provenance Wealth Advisors, LLC | 10,375 | $1.50M | 0.19% | +2,623+33.8% | Added |
| RBA Wealth Management, LLC | 10,396 | $1.51M | 0.57% | +743+7.7% | Added |
| Heritage Wealth Advisors | 10,435 | $1.51M | 0.07% | −706−6.3% | Reduced |
| Garrison Point Advisors, LLC | 10,444 | $1.51M | 0.72% | +40.0% | Added |
| Peregrine Asset Advisers, Inc. | 10,449 | $1.51M | 0.56% | +290+2.9% | Added |
| DF Dent & Co Inc | 10,460 | $1.52M | 0.02% | +246+2.4% | Added |
| Hantz Financial Services, Inc. | 10,465 | $1.52M | 0.03% | −516−4.7% | Reduced |
| Cunning Capital Partners, LP | 10,495 | $1.52M | 0.94% | 00.0% | Unchanged |
| Rogco, LP | 10,567 | $1.53M | 0.62% | −196−1.8% | Reduced |
| Mosaic Financial Group, LLC | 10,570 | $1.53M | 1.10% | −258−2.4% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 10,588 | $1.53M | 0.99% | −200−1.9% | Reduced |
| Clough Capital Partners L P | 10,600 | $1.54M | 0.18% | 00.0% | Unchanged |
| Fortress Private Ledger, LLC | 10,630 | $1.54M | 0.94% | +10,630 | New |
| Reaves W H & Co Inc | 10,630 | $1.54M | 0.04% | +2,930+38.1% | Added |
| Hardy Reed LLC | 10,669 | $1.55M | 0.14% | −718−6.3% | Reduced |
| Moseley Investment Management Inc | 10,677 | $1.55M | 0.60% | +30.0% | Added |
| Gallagher Fiduciary Advisors, LLC | 10,685 | $1.55M | 0.30% | +1,743+19.5% | Added |
| Oxbow Advisors, LLC | 10,689 | $1.55M | 0.18% | −39−0.4% | Reduced |
| Bank of Jackson Hole Trust | 10,692 | $1.55M | 1.03% | +10,692 | New |
| Clearview Wealth Advisors LLC | 10,719 | $1.55M | 1.18% | −45−0.4% | Reduced |
| Gradient Capital Advisors, LLC | 10,726 | $1.55M | 0.50% | −129−1.2% | Reduced |
| Nicolet Bankshares Inc | 10,731 | $1.55M | 0.37% | +391+3.8% | Added |
| Forza Wealth Management, LLC | 10,734 | $1.55M | 0.71% | −60−0.6% | Reduced |
| ORG Partners LLC | 10,730 | $1.56M | 0.21% | −4,784−30.8% | Reduced |
| Altus Wealth Group LLC | 10,753 | $1.56M | 0.69% | +99+0.9% | Added |
| BWM Planning, LLC | 10,757 | $1.56M | 0.68% | −13−0.1% | Reduced |
| Pacific Global Investment Management CO | 10,760 | $1.56M | 2.00% | −14,996−58.2% | Reduced |
| Hexagon Capital Partners LLC | 10,782 | $1.56M | 0.28% | +1,728+19.1% | Added |
| Capital Advantage, Inc. | 10,824 | $1.57M | 0.29% | −44−0.4% | Reduced |
| Searle & Co. | 10,835 | $1.57M | 0.45% | +989+10.0% | Added |
| Silverlake Wealth Management LLC | 10,851 | $1.57M | 0.61% | −389−3.5% | Reduced |
| Transamerica Financial Advisors, Inc. | 10,848 | $1.57M | 0.16% | +6,331+140.2% | Added |
| Walker Asset Management, LLC | 10,872 | $1.57M | 0.97% | +50+0.5% | Added |
| Kerusso Capital Management LLC | 10,879 | $1.58M | 1.01% | +10,879 | New |
| Michels Family Financial, LLC | 10,908 | $1.58M | 1.45% | +10,908 | New |
| Ontario Teachers Pension Plan Board | 10,924 | $1.58M | 0.02% | +5,453+99.7% | Added |
| NFP Retirement, Inc. | 10,941 | $1.58M | 0.13% | +391+3.7% | Added |
| Main Street Research LLC | 10,941 | $1.58M | 0.10% | −268−2.4% | Reduced |
| LVW Advisors, LLC | 10,945 | $1.59M | 0.19% | +1,962+21.8% | Added |
| Paradigm Financial Partners, LLC | 10,946 | $1.59M | 0.20% | −219−2.0% | Reduced |
| Gleason Group, Inc. | 10,960 | $1.59M | 0.28% | −1,333−10.8% | Reduced |
| Lodestone Wealth Management LLC | 10,963 | $1.59M | 0.80% | −18−0.2% | Reduced |
| Integrity Alliance, LLC. | 10,966 | $1.59M | 0.17% | +10,966 | New |
| Plancorp, LLC | 10,998 | $1.59M | 0.07% | +624+6.0% | Added |
| Ruffer LLP | 11,000 | $1.59M | 0.06% | 00.0% | Unchanged |
| Ignite Planners, LLC | 10,797 | $1.60M | 0.35% | +137+1.3% | Added |
| V-Square Quantitative Management LLC | 11,043 | $1.60M | 0.23% | +2,066+23.0% | Added |
| Stevens Capital Management LP | 11,050 | $1.60M | 0.64% | +11,050 | New |
| Murphy, Middleton, Hinkle & Parker, Inc. | 11,050 | $1.60M | 0.90% | −605−5.2% | Reduced |
| Jaffetilchin Investment Partners, LLC | 11,058 | $1.60M | 0.12% | +4,734+74.9% | Added |
| Total Wealth Planning, LLC | 11,062 | $1.60M | 0.25% | +3,077+38.5% | Added |
| Gen-Wealth Partners Inc | 11,064 | $1.60M | 0.69% | +541+5.1% | Added |
| LexAurum Advisors, LLC | 11,077 | $1.60M | 0.32% | +2,126+23.8% | Added |
| TrinityPoint Wealth, LLC | 11,114 | $1.61M | 0.23% | −2,498−18.4% | Reduced |
| Archford Capital Strategies, LLC | 11,117 | $1.61M | 0.24% | +97+0.9% | Added |
| EPG Wealth Management LLC | 11,131 | $1.61M | 0.43% | −150−1.3% | Reduced |
| Harvey Investment Co LLC | 11,152 | $1.61M | 0.19% | −150−1.3% | Reduced |
| Ledyard National Bank | 11,156 | $1.62M | 0.15% | +185+1.7% | Added |
| Compagnie Lombard Odier SCmA | 11,226 | $1.63M | 0.02% | −29,597−72.5% | Reduced |
| Gibson Wealth Advisors LLC | 11,248 | $1.63M | 1.34% | 00.0% | Unchanged |
| Lake Street Financial LLC | 11,254 | $1.63M | 0.26% | −1,938−14.7% | Reduced |
| Piscataqua Savings Bank | 11,259 | $1.63M | 1.40% | −121−1.1% | Reduced |
| Ameriflex Group, Inc. | 10,937 | $1.63M | 0.75% | +10,937 | New |
| Evergreen Wealth Management, LLC | 11,294 | $1.64M | 0.97% | +24+0.2% | Added |
| High Net Worth Advisory Group LLC | 11,296 | $1.64M | 0.46% | −2,155−16.0% | Reduced |
| CNB Bank | 11,318 | $1.64M | 0.76% | −440−3.7% | Reduced |
| Founders Capital Management, LLC | 11,333 | $1.64M | 0.29% | +1,143+11.2% | Added |
| Red Cedar Investment Management, LLC | 11,342 | $1.64M | 0.21% | −10,156−47.2% | Reduced |
| Waverton Investment Management Ltd | 11,342 | $1.64M | 0.03% | −55−0.5% | Reduced |
| Osborne Partners Capital Management, LLC | 11,351 | $1.64M | 0.10% | +80+0.7% | Added |
| SevenBridge Financial Group, LLC | 10,487 | $1.65M | 0.31% | −58−0.6% | Reduced |
| David Loasby | 10,800 | $1.65M | 0.15% | +1,348+14.3% | Added |
| New Hampshire Trust | 11,431 | $1.66M | 0.35% | −40−0.3% | Reduced |
| Archer Investment Corp | 11,450 | $1.66M | 0.44% | +10.0% | Added |
| Herbst Group, LLC | 11,450 | $1.66M | 1.03% | −3,025−20.9% | Reduced |
| Menard Financial Group LLC | 11,495 | $1.66M | 1.00% | −173−1.5% | Reduced |
| Legacy Capital Wealth Management, LLC | 11,503 | $1.67M | 1.65% | +11,503 | New |
| Onyx Bridge Wealth Group LLC | 11,524 | $1.67M | 0.24% | −553−4.6% | Reduced |
| Blackhill Capital Inc | 11,550 | $1.67M | 0.09% | 00.0% | Unchanged |
| Atlas Private Wealth Advisors | 11,587 | $1.68M | 0.24% | +212+1.9% | Added |
| TrueWealth Advisors, LLC | 11,589 | $1.68M | 0.56% | +3,696+46.8% | Added |
| Taurus Asset Management, LLC | 11,612 | $1.68M | 0.16% | −525−4.3% | Reduced |
| Delta Asset Management LLC | 11,625 | $1.68M | 0.15% | −449−3.7% | Reduced |
| Cape Ann Savings Bank | 11,628 | $1.68M | 0.99% | −654−5.3% | Reduced |
| Consolidated Portfolio Review Corp | 11,646 | $1.69M | 0.27% | +6,893+145.0% | Added |
| Weaver C. Barksdale & Associates, Inc. | 11,644 | $1.69M | 1.61% | −289−2.4% | Reduced |
| Precedent Wealth Partners, LLC | 11,647 | $1.69M | 0.55% | +775+7.1% | Added |
| VCI Wealth Management LLC | 11,672 | $1.69M | 0.72% | +330+2.9% | Added |
| Neumann Capital Management, LLC | 11,695 | $1.69M | 0.56% | +100+0.9% | Added |
| Parthenon LLC | 11,701 | $1.69M | 0.20% | +150+1.3% | Added |
| Pinnacle Bancorp, Inc. | 11,706 | $1.70M | 0.55% | −16−0.1% | Reduced |
| Cornerstone Planning, LLC | 11,740 | $1.70M | 0.65% | +11,740 | New |
| Empirical Asset Management, LLC | 126,940 | $1.70M | 0.56% | +100,164+374.1% | Added |
| Invesco, LLC | 11,766 | $1.70M | 0.68% | +108+0.9% | Added |
| Tevis Investment Management | 11,775 | $1.71M | 1.27% | +128+1.1% | Added |
| Harvest Portfolios Group Inc. | 11,797 | $1.71M | 0.06% | +1,142+10.7% | Added |