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; 4,142 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
- 3,765
- +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
- 1,490 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 | 4,142 | $243.4B |
| Q1 2026 | 4,312 | $298.0B |
| Q4 2025 | 3,994 | $223.3B |
| Q3 2025 | 3,803 | $225.3B |
| Q2 2025 | 3,708 | $189.0B |
| Q1 2025 | 3,826 | $222.9B |
| Q4 2024 | 3,765 | $194.0B |
| Q3 2024 | 3,488 | $198.0B |
| Q2 2024 | 3,511 | $214.0B |
| Q1 2024 | 3,523 | $212.7B |
| Q4 2023 | 3,478 | $200.3B |
| Q3 2023 | 3,339 | $222.6B |
| Q2 2023 | 3,286 | $205.0B |
| Q1 2023 | 3,273 | $217.1B |
| Q4 2022 | 3,289 | $243.6B |
| Q3 2022 | 3,057 | $195.7B |
| Q2 2022 | 3,060 | $198.4B |
| Q1 2022 | 3,071 | $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 |
|---|---|---|---|---|---|
| New Millennium Group LLC | 1,015 | $147.0K | 0.09% | +31+3.2% | Added |
| Aspect Partners, LLC | 1,017 | $147.3K | 0.09% | +3+0.3% | Added |
| Raffa Wealth Management, LLC | 1,036 | $150.1K | 0.03% | +42+4.2% | Added |
| BNP Paribas | 983 | $150.6K | 0.01% | −65−6.2% | Reduced |
| Bernard Wealth Management Corp. | 1,040 | $150.6K | 0.07% | +1,040 | New |
| Truvestments Capital LLC | 1,052 | $152.4K | 0.04% | −167−13.7% | Reduced |
| RE Dickinson Investment Advisors, LLC | 1,064 | $154.2K | 0.09% | +1+0.1% | Added |
| Cranbrook Wealth Management, LLC | 1,110 | $160.8K | 0.04% | −54−4.6% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 1,109 | $161.0K | 0.00% | −1,061−48.9% | Reduced |
| Princeton Global Asset Management LLC | 1,115 | $161.4K | 0.03% | −1,550−58.2% | Reduced |
| Values First Advisors, Inc. | 1,118 | $162.0K | 0.09% | +11+1.0% | Added |
| Hall Laurie J Trustee | 1,129 | $164.0K | 0.05% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 1,133 | $164.1K | 0.11% | +1+0.1% | Added |
| MRP Capital Investments, LLC | 1,148 | $166.3K | 0.15% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 1,184 | $171.4K | 0.01% | +68+6.1% | Added |
| Rakuten Securities, Inc. | 1,205 | $174.5K | 0.07% | −428−26.2% | Reduced |
| ORG Wealth Partners, LLC | 1,205 | $174.6K | 0.05% | −27−2.2% | Reduced |
| Davis Capital Management | 1,217 | $176.3K | 0.14% | +599+96.9% | Added |
| Comprehensive Financial Planning, Inc. | 1,230 | $178.2K | 0.15% | +1,230 | New |
| Pineridge Advisors LLC | 1,253 | $181.5K | 0.07% | +929+286.7% | Added |
| Centricity Wealth Management, LLC | 1,260 | $182.5K | 0.17% | +1,260 | New |
| Vestor Capital, LLC | 1,270 | $184.0K | 0.01% | +7+0.6% | Added |
| Bellevue Asset Management, LLC | 1,271 | $184.1K | 0.10% | +7+0.6% | Added |
| Miller Wealth Advisors, LLC | 1,274 | $184.6K | 0.09% | −10−0.8% | Reduced |
| CKW Financial Group | 1,288 | $187.0K | 0.02% | +3+0.2% | Added |
| Centerpoint Advisors, LLC | 1,301 | $188.0K | 0.07% | −240−15.6% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 1,304 | $188.9K | 0.03% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 1,314 | $190.0K | 0.08% | +81+6.6% | Added |
| Dakota Community Bank & Trust NA | 1,348 | $195.2K | 0.93% | −27−2.0% | Reduced |
| Twin Lakes Capital Management, LLC | 1,352 | $195.8K | 0.13% | +1+0.1% | Added |
| WR Wealth Planners, LLC | 1,355 | $196.3K | 0.06% | +91+7.2% | Added |
| FSA Wealth Management LLC | 1,366 | $197.9K | 0.08% | −266−16.3% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 1,372 | $198.7K | 0.02% | −463−25.2% | Reduced |
| Investment House LLC | 1,383 | $200.3K | 0.01% | 00.0% | Unchanged |
| Smith Group Asset Management, LLC | 1,383 | $200.3K | 0.01% | 00.0% | Unchanged |
| REDW Wealth LLC | 1,384 | $200.4K | 0.07% | −424−23.5% | Reduced |
| Alpha Family Trust | 1,385 | $200.6K | 0.11% | +1,385 | New |
| Intrepid Capital Management Inc | 1,388 | $201.0K | 0.10% | −153−9.9% | Reduced |
| Weaver Capital Management LLC | 1,389 | $201.1K | 0.06% | +1,389 | New |
| MV Capital Management, Inc. | 1,390 | $201.3K | 0.02% | +253+22.3% | Added |
| Brown Wealth Management, LLC | 1,391 | $201.5K | 0.07% | +1,391 | New |
| PFS Partners, LLC | 1,392 | $201.6K | 0.11% | −28−2.0% | Reduced |
| Howard Bailey Securities, LLC | 1,393 | $201.8K | 0.07% | +1,393 | New |
| Financial Enhancement Group LLC | 1,300 | $202.0K | 0.03% | −233−15.2% | Reduced |
| Consilio Wealth Advisors, LLC | 1,400 | $202.8K | 0.08% | +1,400 | New |
| Northstar Group, Inc. | 1,403 | $203.3K | 0.03% | +38+2.8% | Added |
| AtlasMark Financial, Inc | 1,404 | $203.4K | 0.19% | 00.0% | Unchanged |
| Fiducient Advisors LLC | 1,405 | $203.5K | 0.03% | +33+2.4% | Added |
| Sterling Investment Advisors LLC | 1,410 | $204.2K | 0.12% | +10+0.7% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 1,411 | $204.4K | 0.07% | +1,411 | New |
| Tandem Financial, LLC | 1,411 | $204.4K | 0.22% | +1,411 | New |
| Lloyd Advisory Services, LLC. | 1,411 | $204.5K | 0.10% | +1,411 | New |
| Affiance Financial, LLC | 1,412 | $204.5K | 0.05% | +1,412 | New |
| Collaborative Wealth Managment Inc. | 1,413 | $204.6K | 0.09% | −10−0.7% | Reduced |
| Reynders McVeigh Capital Management, LLC | 1,412 | $205.0K | 0.01% | −300−17.5% | Reduced |
| PrairieView Partners, LLC | 1,422 | $205.0K | 0.02% | 00.0% | Unchanged |
| Obsidian Personal Planning Solutions LLC | 1,376 | $205.3K | 0.10% | −273−16.6% | Reduced |
| Laraway Financial Inc | 1,420 | $205.7K | 0.16% | +179+14.4% | Added |
| Michael A. Dubis Financial Planning, LLC | 1,426 | $206.0K | 0.20% | +1,426 | New |
| Trinity Financial Advisors LLC | 1,410 | $206.8K | 0.08% | −32−2.2% | Reduced |
| Blalock Williams, LLC | 1,431 | $207.3K | 0.24% | +1,431 | New |
| Alpha Advisors, LLC | 1,431 | $207.3K | 0.21% | +1,431 | New |
| Transatlantique Private Wealth LLC | 1,433 | $207.6K | 0.08% | −360−20.1% | Reduced |
| Strait & Sound Wealth Management LLC | 1,433 | $207.6K | 0.10% | −330−18.7% | Reduced |
| Fernwood Investment Management, LLC | 1,436 | $208.0K | 0.07% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 1,436 | $208.0K | 0.06% | 00.0% | Unchanged |
| Arista Wealth Management, LLC | 1,437 | $208.1K | 0.05% | +11+0.8% | Added |
| O'Keefe Stevens Advisory, Inc. | 1,439 | $208.4K | 0.06% | −98−6.4% | Reduced |
| Paradiem, LLC | 1,439 | $208.4K | 0.06% | 00.0% | Unchanged |
| Hamilton Point Investment Advisors, LLC | 1,439 | $208.5K | 0.04% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 1,445 | $209.0K | 0.10% | −9−0.6% | Reduced |
| GEN Financial Management, INC. | 1,443 | $209.0K | 0.14% | +1,443 | New |
| Heritage Oak Wealth Advisors LLC | 1,447 | $209.6K | 0.10% | +1,447 | New |
| SNS Financial Group, LLC | 1,448 | $209.7K | 0.02% | +1,448 | New |
| Evelyn Partners Investment Management (Europe) Ltd | 1,450 | $210.0K | 0.08% | +1,450 | New |
| Headland Capital, LLC | 1,451 | $210.1K | 0.07% | +1,451 | New |
| Waypoint Wealth Partners Inc. | 1,451 | $210.2K | 0.06% | −35−2.4% | Reduced |
| Hill Island Financial LLC | 1,453 | $210.4K | 0.06% | 00.0% | Unchanged |
| Wade Financial Advisory, Inc | 1,453 | $210.5K | 0.07% | 00.0% | Unchanged |
| LifeWealth Investments, LLC | 1,455 | $210.7K | 0.14% | +1,455 | New |
| Advance Capital Management, Inc. | 1,456 | $211.0K | 0.01% | −248−14.6% | Reduced |
| Running Point Capital Advisors, LLC | 1,457 | $211.1K | 0.07% | −1,600−52.3% | Reduced |
| Finward Bancorp | 1,458 | $211.2K | 0.18% | +1,458 | New |
| Talon Private Wealth, LLC | 1,461 | $211.6K | 0.04% | −87−5.6% | Reduced |
| Annandale Capital, LLC | 1,471 | $213.0K | 0.04% | +79+5.7% | Added |
| West Chester Capital Advisors, Inc | 1,473 | $213.3K | 0.12% | +1,473 | New |
| Interactive Financial Advisors | 1,476 | $213.8K | 0.11% | 00.0% | Unchanged |
| Diversified Investment Strategies, LLC | 1,478 | $214.0K | 0.14% | +42+2.9% | Added |
| Optima Capital LLC | 1,478 | $214.0K | 0.15% | +1,478 | New |
| Bay Rivers Group | 1,480 | $214.4K | 0.10% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 1,481 | $214.5K | 0.16% | +1,481 | New |
| Optivise Advisory Services LLC | 1,481 | $214.6K | 0.12% | −249−14.4% | Reduced |
| Verus Financial Partners, Inc. | 1,405 | $215.2K | 0.02% | −305−17.8% | Reduced |
| BluePath Capital Management, LLC | 1,385 | $215.2K | 0.12% | +1,385 | New |
| Centurion Wealth Management LLC | 1,487 | $215.4K | 0.07% | −1−0.1% | Reduced |
| Cura Wealth Advisors, LLC | 1,491 | $216.0K | 0.10% | +1,491 | New |
| Morey & Quinn Wealth Partners, LLC | 1,493 | $216.2K | 0.18% | +1,493 | New |
| Payden & Rygel | 1,500 | $217.0K | 0.02% | −110−6.8% | Reduced |
| Wealth Advisors of Iowa, LLC | 1,500 | $217.2K | 0.11% | +41+2.8% | Added |
| Mitchell Capital Management Co | 1,500 | $217.3K | 0.04% | −20−1.3% | Reduced |