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
- 3,765
- +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 | 4,143 | $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 |
|---|---|---|---|---|---|
| Jupiter Wealth Management LLC | 1,700 | $246.2K | 0.12% | 00.0% | Unchanged |
| H&H Retirement Design & Management INC | 1,571 | $246.5K | 0.15% | 00.0% | Unchanged |
| Liberty Capital Management, Inc. | 1,704 | $246.8K | 0.05% | −76−4.3% | Reduced |
| Synergy Financial Group, LTD | 1,704 | $246.8K | 0.21% | +1,704 | New |
| Kennedy Investment Group | 1,705 | $247.0K | 0.11% | −163−8.7% | Reduced |
| Tandem Investment Partners LLC | 1,709 | $247.5K | 0.24% | +1,709 | New |
| Sierra Summit Advisors LLC | 1,710 | $247.7K | 0.05% | −440−20.5% | Reduced |
| Banque Transatlantique SA | 1,720 | $247.7K | 0.01% | +1,720 | New |
| AIMZ Investment Advisors, LLC | 1,711 | $247.9K | 0.09% | 00.0% | Unchanged |
| Well Done, LLC | 1,690 | $248.9K | 0.05% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,722 | $249.0K | 0.03% | −62−3.5% | Reduced |
| BlueChip Wealth Advisors LLC | 1,720 | $249.0K | 0.14% | −96−5.3% | Reduced |
| Ellevest, Inc. | 1,723 | $249.6K | 0.01% | −1,753−50.4% | Reduced |
| Carbahal Olsen Financial Services Group, LLC | 1,723 | $249.6K | 0.23% | +1,723 | New |
| RF&L Wealth Management, LLC | 1,725 | $249.8K | 0.18% | 00.0% | Unchanged |
| Hibernia Wealth Partners, LLC | 1,726 | $250.0K | 0.19% | −2,861−62.4% | Reduced |
| Hemington Wealth Management | 1,732 | $250.0K | 0.06% | +273+18.7% | Added |
| Northwest Financial Advisors | 1,729 | $250.4K | 0.21% | +134+8.4% | Added |
| Arbor Investment Advisors, LLC | 1,732 | $250.9K | 0.04% | −12−0.7% | Reduced |
| VanderPol Investments L.L.C. | 1,734 | $251.2K | 0.55% | +223+14.8% | Added |
| Tandem Investment Advisors, Inc. | 1,743 | $252.0K | 0.01% | −50−2.8% | Reduced |
| Terra Nova Asset Management LLC | 1,742 | $252.3K | 0.19% | −464−21.0% | Reduced |
| Axiom Financial Strategies, LLC | 1,744 | $252.6K | 0.14% | −4−0.2% | Reduced |
| Hofer & Associates. Inc | 1,746 | $252.9K | 0.17% | +94+5.7% | Added |
| Delta Capital Management LLC | 1,750 | $253.0K | 0.14% | +1,750 | New |
| William Mack & Associates, Inc. | 1,748 | $253.2K | 0.27% | +1,748 | New |
| Northwest Wealth Management, LLC | 1,750 | $253.4K | 0.05% | −16−0.9% | Reduced |
| Southern Capital Advisors, LLC | 1,751 | $253.6K | 0.14% | +30+1.7% | Added |
| VSM Wealth Advisory, LLC | 1,751 | $253.6K | 0.09% | +1,751 | New |
| Investment Advisory Group, LLC | 1,760 | $254.9K | 0.09% | +22+1.3% | Added |
| Planning Alternatives Ltd | 1,763 | $255.3K | 0.04% | 00.0% | Unchanged |
| Insight Advisors, LLC | 1,787 | $255.5K | 0.04% | −7−0.4% | Reduced |
| Intergy Private Wealth, LLC | 1,770 | $256.4K | 0.10% | +1,770 | New |
| Symmetry Partners, LLC | 1,771 | $256.5K | 0.04% | +109+6.6% | Added |
| Axis Wealth Partners, LLC | 1,771 | $256.5K | 0.22% | +1,771 | New |
| Pacific Point Advisors, LLC | 1,675 | $256.6K | 0.16% | +1,675 | New |
| Bravias Capital Group, LLC | 1,721 | $256.7K | 0.21% | +1,721 | New |
| Ridgepath Capital Management LLC | 1,774 | $256.9K | 0.12% | +18+1.0% | Added |
| International Private Wealth Advisors LLC | 1,774 | $256.9K | 0.26% | +28+1.6% | Added |
| Reliant Investment Management, LLC | 1,778 | $257.5K | 0.11% | +130+7.9% | Added |
| Raiffeisen Bank International AG | 1,803 | $258.0K | 0.00% | +1,803 | New |
| Retirement Planning Group, LLC | 1,784 | $258.4K | 0.28% | +1,784 | New |
| Berkshire Money Management, Inc. | 1,786 | $258.7K | 0.03% | +1,786 | New |
| WT Wealth Management | 1,787 | $258.8K | 0.08% | +1,787 | New |
| Gould Asset Management LLC | 1,788 | $259.0K | 0.05% | 00.0% | Unchanged |
| Yarger Wealth Strategies, LLC | 1,793 | $259.7K | 0.15% | −81−4.3% | Reduced |
| Wood Tarver Financial Group, LLC | 1,799 | $260.0K | 0.09% | +1,799 | New |
| West Wealth Group, LLC | 1,796 | $260.2K | 0.08% | +26+1.5% | Added |
| Luts & Greenleigh Group, Inc | 1,801 | $260.9K | 0.26% | +36+2.0% | Added |
| Trust Co of the South | 1,802 | $261.0K | 0.05% | +1,802 | New |
| Parkworth Wealth Management, Inc. | 1,807 | $261.8K | 0.22% | +1,807 | New |
| Affinity Investment Advisors, LLC | 1,808 | $261.9K | 0.22% | 00.0% | Unchanged |
| Ariston Services Group | 1,813 | $262.6K | 0.23% | −7−0.4% | Reduced |
| New Covenant Trust Company, N.A. | 1,836 | $262.7K | 0.26% | −242−11.6% | Reduced |
| Idaho Trust Bank | 1,815 | $262.9K | 0.13% | −376−17.2% | Reduced |
| Vawter Financial, Ltd. | 1,817 | $263.1K | 0.16% | 00.0% | Unchanged |
| Genesis Private Wealth, LLC | 1,817 | $263.2K | 0.15% | +1,817 | New |
| Colrain Capital LLC | 1,818 | $263.3K | 0.26% | +1,818 | New |
| Wolff Wiese Magana LLC | 1,821 | $263.8K | 0.17% | 00.0% | Unchanged |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 1,821 | $263.8K | 0.10% | 00.0% | Unchanged |
| Investors Research Corp | 1,822 | $263.9K | 0.06% | +33+1.8% | Added |
| First Fiduciary Investment Counsel, Inc. | 1,823 | $264.0K | 0.05% | 00.0% | Unchanged |
| Lester Murray Antman dba SimplyRich | 1,832 | $265.0K | 0.08% | 00.0% | Unchanged |
| Martel Wealth Advisors Inc | 1,830 | $265.1K | 0.05% | 00.0% | Unchanged |
| Eagle Strategies LLC | 1,836 | $265.9K | 0.05% | +3+0.2% | Added |
| Heritage Wealth Management, Inc. | 1,842 | $266.8K | 0.23% | +54+3.0% | Added |
| KKM Financial LLC | 1,843 | $266.9K | 0.11% | 00.0% | Unchanged |
| Opal Wealth Advisors, LLC | 1,844 | $267.1K | 0.08% | −67−3.5% | Reduced |
| Tilia Fiduciary Partners, Inc. | 1,845 | $267.2K | 0.18% | −50−2.6% | Reduced |
| Riverview Trust Co | 1,845 | $267.2K | 0.24% | 00.0% | Unchanged |
| AAFCPAs Wealth Management, LLC | 1,846 | $267.4K | 0.13% | 00.0% | Unchanged |
| Thompson David Blair | 1,848 | $267.7K | 0.19% | +1,848 | New |
| Osterweis Capital Management Inc | 1,850 | $268.0K | 0.01% | +100+5.7% | Added |
| Loomis Sayles & Co L P | 1,852 | $268.0K | 0.00% | −561−23.2% | Reduced |
| Fulcrum Equity Management | 1,851 | $268.1K | 0.27% | −2,018−52.2% | Reduced |
| Burt Wealth Advisors | 1,851 | $268.1K | 0.07% | +16+0.9% | Added |
| MOKAN Wealth Management Inc. | 1,852 | $268.2K | 0.17% | +1,852 | New |
| Fi3 FINANCIAL ADVISORS, LLC | 1,853 | $268.4K | 0.10% | −374−16.8% | Reduced |
| Texas Capital Bancshares Inc | 1,854 | $268.5K | 0.11% | −74−3.8% | Reduced |
| Voisard Asset Management Group, Inc. | 1,857 | $269.0K | 0.09% | +7+0.4% | Added |
| Mascoma Wealth Management LLC | 1,858 | $269.1K | 0.07% | +92+5.2% | Added |
| Meridian Financial, LLC | 1,860 | $269.3K | 0.19% | −599−24.4% | Reduced |
| Park Edge Advisors, LLC | 1,864 | $269.9K | 0.08% | −21−1.1% | Reduced |
| Hidden Cove Wealth Management, LLC | 1,864 | $270.0K | 0.22% | +1,864 | New |
| SpringVest Wealth Management LLC | 1,865 | $270.1K | 0.23% | +1,865 | New |
| Sterling Financial Planning, Inc. | 1,866 | $270.2K | 0.10% | +262+16.3% | Added |
| Orion Investment Co | 1,868 | $270.6K | 0.11% | 00.0% | Unchanged |
| Quest 10 Wealth Builders, Inc. | 1,868 | $270.6K | 0.27% | +1,868 | New |
| Bell Investment Advisors, Inc | 1,872 | $271.1K | 0.05% | −219−10.5% | Reduced |
| Breed's Hill Capital LLC | 1,877 | $271.9K | 0.14% | +1,877 | New |
| Marshall Financial Group LLC | 1,879 | $272.2K | 0.07% | +507+37.0% | Added |
| FSB Premier Wealth Management, Inc. | 1,882 | $272.6K | 0.11% | −2,793−59.7% | Reduced |
| Constitution Capital LLC | 1,891 | $273.9K | 0.15% | +200+11.8% | Added |
| Signet Financial Management, LLC | 1,892 | $274.0K | 0.03% | +47+2.5% | Added |
| Legacy Financial Strategies, LLC | 1,869 | $274.3K | 0.06% | +63+3.5% | Added |
| Fiduciary Planning LLC | 1,895 | $274.5K | 0.09% | −4−0.2% | Reduced |
| Stonebridge Financial Planning Group, LLC | 1,905 | $275.9K | 0.12% | +401+26.7% | Added |
| Brass Tax Wealth Management, Inc | 1,906 | $276.0K | 0.06% | −7−0.4% | Reduced |
| Wellington Wealth Strategies, LLC. | 1,775 | $276.7K | 0.25% | +1,775 | New |
| Flywheel Private Wealth LLC | 1,911 | $276.8K | 0.25% | +1,911 | New |