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 |
|---|---|---|---|---|---|
| Check Capital Management Inc | 1,500 | $217.3K | 0.01% | −10−0.7% | Reduced |
| Rebalance, LLC | 1,500 | $217.3K | 0.02% | 00.0% | Unchanged |
| Atalanta Sosnoff Capital, LLC | 1,500 | $217.3K | 0.00% | +1,500 | New |
| Atlas Capital Advisors LLC | 1,500 | $217.3K | 0.03% | +1,500 | New |
| NDVR, Inc. | 1,500 | $217.4K | 0.21% | +1,500 | New |
| Sage Investment Counsel LLC | 1,503 | $217.6K | 0.28% | +1,503 | New |
| Franklin, Parlapiano, Turner & Welch, LLC | 1,503 | $217.7K | 0.06% | −377−20.1% | Reduced |
| Omnia Family Wealth, LLC | 1,504 | $217.8K | 0.09% | +1,504 | New |
| Mountain Capital Investment Advisors, Inc | 1,356 | $218.9K | 0.05% | −80−5.6% | Reduced |
| M3 Advisory Group, LLC | 1,512 | $219.0K | 0.16% | −260−14.7% | Reduced |
| Crowley Wealth Management, Inc. | 1,512 | $219.0K | 0.19% | +1,512 | New |
| LifePlan Investment Advisors, Inc. | 1,513 | $219.1K | 0.14% | −17−1.1% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 1,514 | $219.4K | 0.05% | −22−1.4% | Reduced |
| Continental Investors Services, Inc. | 1,515 | $219.4K | 0.44% | +33+2.2% | Added |
| LVZ Advisors, Inc. | 1,516 | $219.6K | 0.03% | +1,516 | New |
| Crux Wealth Advisors | 1,519 | $220.0K | 0.12% | +1,519 | New |
| Financial Network Wealth Advisors LLC | 1,528 | $221.3K | 0.41% | −1,498−49.5% | Reduced |
| Burns Matteson Capital Management, LLC | 1,530 | $221.6K | 0.12% | 00.0% | Unchanged |
| Strategic Investment Advisors | 1,533 | $222.0K | 0.02% | +109+7.7% | Added |
| Clarendon Private LLC | 1,533 | $222.1K | 0.23% | +1,533 | New |
| Petra Financial Advisors Inc | 1,537 | $222.6K | 0.15% | −151−8.9% | Reduced |
| DDFG, Inc | 1,540 | $223.0K | 0.06% | +101+7.0% | Added |
| One Charles Private Wealth Services, LLC | 1,540 | $223.1K | 0.08% | +22+1.4% | Added |
| Coyle Financial Counsel LLC | 1,540 | $223.1K | 0.07% | +1,540 | New |
| Novus Advisors, LLC | 1,541 | $223.2K | 0.22% | +1,541 | New |
| Capstone Capital Wealth Advisors | 1,544 | $223.6K | 0.18% | +9+0.6% | Added |
| Gill Capital Partners, LLC | 1,544 | $223.6K | 0.08% | +1,544 | New |
| Slocum, Gordon & Co LLP | 1,547 | $224.1K | 0.18% | 00.0% | Unchanged |
| Sage Capital Management, LLC | 1,550 | $224.5K | 0.11% | 00.0% | Unchanged |
| Penbrook Management LLC | 1,555 | $225.2K | 0.15% | 00.0% | Unchanged |
| Lockerman Financial Group, Inc. | 1,558 | $225.7K | 0.38% | −32−2.0% | Reduced |
| 4J Wealth Management LLC | 1,562 | $226.2K | 0.18% | 00.0% | Unchanged |
| HFG Wealth Management, LLC | 1,538 | $226.5K | 0.15% | −6,026−79.7% | Reduced |
| Cornerstone Advisors Asset Management, LLC | 1,566 | $226.8K | 0.05% | +26+1.7% | Added |
| Landaas & Co | 1,564 | $227.0K | 0.06% | −84−5.1% | Reduced |
| ForthRight Wealth Management, LLC | 1,569 | $227.2K | 0.08% | +39+2.5% | Added |
| BTG Pactual Asset Management US LLC | 1,573 | $227.8K | 0.03% | +1,573 | New |
| BCM Advisors, LLC | 1,490 | $228.0K | 0.05% | −189−11.3% | Reduced |
| Petros Family Wealth, LLC | 1,574 | $228.0K | 0.25% | +1,574 | New |
| Bestgate Wealth Advisors, LLC | 1,576 | $228.3K | 0.46% | +1,576 | New |
| Rise Advisors, LLC | 1,577 | $228.3K | 0.11% | +23+1.5% | Added |
| Armstrong Henry H Associates Inc | 1,578 | $228.6K | 0.02% | 00.0% | Unchanged |
| Opes Wealth Management LLC | 1,585 | $229.6K | 0.05% | +39+2.5% | Added |
| Evolution Wealth Advisors, LLC | 1,591 | $229.9K | 0.04% | +1,591 | New |
| Jacobsen Capital Management | 1,588 | $230.0K | 0.10% | −290−15.4% | Reduced |
| Payne Capital Management, LLC | 1,589 | $230.1K | 0.10% | +1,589 | New |
| Priebe Wealth Holdings LLC | 1,589 | $230.2K | 0.16% | +1,589 | New |
| Jackson Thornton Asset Management, LLC | 1,591 | $230.4K | 0.03% | +1,591 | New |
| Ade, LLC | 1,595 | $231.0K | 0.14% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 1,596 | $231.2K | 0.03% | −100,000−98.4% | Reduced |
| Blue Chip Partners, Inc. | 1,597 | $231.4K | 0.02% | −35−2.1% | Reduced |
| Websterrogers Financial Advisors, LLC | 1,599 | $231.7K | 0.08% | +6+0.4% | Added |
| Montis Financial, LLC | 1,600 | $231.7K | 0.07% | +122+8.3% | Added |
| Sykon Capital LLC | 1,600 | $231.7K | 0.08% | −100−5.9% | Reduced |
| Gordian Advisors LLC | 1,600 | $231.7K | 0.18% | 00.0% | Unchanged |
| Covestor Ltd | 1,601 | $232.0K | 0.15% | +161+11.2% | Added |
| White Lighthouse Investment Management Inc. | 1,604 | $232.3K | 0.04% | +90+5.9% | Added |
| Westshore Wealth, LLC | 1,604 | $232.3K | 0.09% | 00.0% | Unchanged |
| Stone Point Wealth LLC | 1,605 | $232.5K | 0.08% | −83−4.9% | Reduced |
| G2 Capital Management, LLC | 1,606 | $232.6K | 0.07% | 00.0% | Unchanged |
| Dynamic Wealth Strategies, LLC | 1,608 | $232.9K | 0.21% | −370−18.7% | Reduced |
| Strategic Wealth Designers | 1,609 | $233.1K | 0.01% | −15−0.9% | Reduced |
| Peterson Wealth Services | 1,611 | $233.4K | 0.07% | +14+0.9% | Added |
| Shira Ridge Wealth Management | 1,615 | $233.9K | 0.11% | −39−2.4% | Reduced |
| Integrity Financial Corp | 1,618 | $234.4K | 0.13% | +1,618 | New |
| MBE Wealth Management, LLC | 1,621 | $234.8K | 0.13% | +1,621 | New |
| Alternative Investment Advisors, LLC. | 1,627 | $235.6K | 0.12% | +1,627 | New |
| Clayton Financial Group LLC | 1,627 | $235.7K | 0.08% | 00.0% | Unchanged |
| Northwest Capital Management Inc | 1,627 | $235.7K | 0.10% | 00.0% | Unchanged |
| Raub Brock Capital Management LP | 1,629 | $236.0K | 0.05% | +7+0.4% | Added |
| Disciplined Investors, L.L.C. | 1,520 | $236.1K | 0.23% | +1,520 | New |
| GDS Wealth Management | 1,634 | $236.7K | 0.02% | −266−14.0% | Reduced |
| Safeguard Financial, LLC | 1,635 | $236.8K | 0.05% | −1,091−40.0% | Reduced |
| Acorn Financial Advisory Services Inc | 1,636 | $237.0K | 0.04% | +5+0.3% | Added |
| WealthBridge Capital Management, LLC | 1,638 | $237.3K | 0.07% | −245−13.0% | Reduced |
| IAG Wealth Partners, LLC | 1,643 | $238.0K | 0.04% | −731−30.8% | Reduced |
| ESL Trust Services, LLC | 1,646 | $238.4K | 0.05% | +1,600+3,478.3% | Added |
| Kiker Wealth Management, LLC | 1,647 | $238.5K | 0.19% | +1,647 | New |
| Prospect Financial Group LLC | 1,648 | $238.7K | 0.29% | +1,648 | New |
| First Wilshire Securities Management Inc | 1,650 | $239.0K | 0.06% | 00.0% | Unchanged |
| Smith & Howard Wealth Management, LLC | 1,653 | $239.4K | 0.07% | 00.0% | Unchanged |
| Bluesphere Advisors, LLC | 1,655 | $239.7K | 0.12% | +6+0.4% | Added |
| Abc Arbitrage SA | 1,657 | $240.0K | 0.03% | +1,657 | New |
| Wealthstream Advisors, Inc. | 1,664 | $241.0K | 0.04% | +70+4.4% | Added |
| Ballast, Inc. | 1,665 | $241.2K | 0.07% | 00.0% | Unchanged |
| Lingohr & Partner Asset Management GmbH | 1,700 | $243.0K | 0.50% | +1,700 | New |
| Capital Planning LLC | 1,678 | $243.1K | 0.06% | +222+15.2% | Added |
| PCA Investment Advisory Services Inc. | 1,681 | $243.4K | 0.11% | +139+9.0% | Added |
| Alpha Financial Partners, LLC | 1,682 | $243.6K | 0.19% | +1,682 | New |
| Beech Hill Advisors, Inc. | 1,683 | $243.8K | 0.09% | 00.0% | Unchanged |
| Squire Investment Management Company, LLC | 1,683 | $243.8K | 0.11% | +268+18.9% | Added |
| Gallagher Capital Advisors, LLC | 1,686 | $244.2K | 0.18% | +1,686 | New |
| Custos Family Office, LLC | 1,686 | $244.2K | 0.09% | +1,686 | New |
| Kades & Cheifetz LLC | 1,689 | $244.6K | 0.13% | −2,166−56.2% | Reduced |
| Meixler Investment Management, Ltd. | 1,690 | $244.7K | 0.18% | −436−20.5% | Reduced |
| Private Client Services, LLC | 1,691 | $244.9K | 0.13% | −7−0.4% | Reduced |
| Family Investment Center, Inc. | 1,694 | $245.4K | 0.06% | +1+0.1% | Added |
| Phoenix Wealth Advisors | 1,695 | $245.5K | 0.11% | +2+0.1% | Added |
| Bishop & Co Investment Management, LLC | 1,697 | $245.8K | 0.09% | 00.0% | Unchanged |
| DecisionMap Wealth Management, LLC | 1,699 | $246.1K | 0.20% | +1,699 | New |