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 |
|---|---|---|---|---|---|
| Mathes Company, Inc. | 1,912 | $277.0K | 0.10% | −338−15.0% | Reduced |
| Cascades Capital Asset Management, LLC | 1,914 | $277.2K | 0.15% | +1,914 | New |
| Focused Wealth Management, Inc | 1,915 | $277.4K | 0.04% | +59+3.2% | Added |
| CGC Financial Services, LLC | 1,917 | $277.7K | 0.11% | +1+0.1% | Added |
| Sonata Capital Group Inc | 1,920 | $278.0K | 0.12% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 1,921 | $278.2K | 0.03% | −3,625−65.4% | Reduced |
| Vantage Financial Partners, LLC | 1,924 | $278.6K | 0.07% | +1,924 | New |
| Krane Funds Advisors LLC | 1,926 | $279.0K | 0.01% | −247−11.4% | Reduced |
| Archetype Wealth Partners | 1,925 | $279.0K | 0.04% | −16−0.8% | Reduced |
| Fragasso Group Inc. | 1,927 | $279.1K | 0.02% | +137+7.7% | Added |
| AllSquare Wealth Management LLC | 1,928 | $279.3K | 0.16% | 00.0% | Unchanged |
| Brewster Financial Planning LLC | 1,929 | $279.4K | 0.21% | +1,929 | New |
| Leslie Global Wealth, LLC | 1,931 | $279.7K | 0.13% | +258+15.4% | Added |
| KRS Capital Management, LLC | 1,931 | $279.7K | 0.20% | −397−17.1% | Reduced |
| Concorde Asset Management, LLC | 1,932 | $279.9K | 0.15% | −476−19.8% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 1,933 | $280.0K | 0.03% | +8+0.4% | Added |
| Wetzel Investment Advisors, Inc. | 1,934 | $280.1K | 0.14% | −90−4.4% | Reduced |
| GEM Asset Management, LLC | 1,943 | $281.4K | 0.16% | −150−7.2% | Reduced |
| Cedar Wealth Management, LLC | 1,945 | $281.7K | 0.10% | −2,462−55.9% | Reduced |
| Henshaw Capital LLC | 1,945 | $281.7K | 0.01% | 00.0% | Unchanged |
| Family Wealth Group, LLC | 1,948 | $282.2K | 0.22% | +1,948 | New |
| FreeGulliver LLC | 1,949 | $282.4K | 0.15% | −149−7.1% | Reduced |
| Financial Insights, Inc. | 1,950 | $282.4K | 0.10% | 00.0% | Unchanged |
| Broadleaf Partners, LLC | 1,953 | $282.9K | 0.07% | 00.0% | Unchanged |
| Maiden Cove Capital, LLC | 1,955 | $283.2K | 0.43% | −56−2.8% | Reduced |
| Pathway Financial Advisors LLC | 1,958 | $283.6K | 0.07% | +441+29.1% | Added |
| Adamsbrown Wealth Consultants LLC | 1,962 | $284.2K | 0.10% | −24−1.2% | Reduced |
| Kesler, Norman & Wride, LLC | 1,964 | $284.5K | 0.06% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 1,966 | $284.8K | 0.14% | −65−3.2% | Reduced |
| Heritage Wealth Management, Inc./Texas | 1,968 | $285.1K | 0.17% | +3+0.2% | Added |
| Renasant Bank | 1,969 | $285.2K | 0.18% | +59+3.1% | Added |
| Atlantic Family Wealth, LLC | 1,976 | $286.2K | 0.34% | +1,976 | New |
| S&T Bank | 1,983 | $287.2K | 0.09% | +27+1.4% | Added |
| Gratus Wealth Advisors, LLC | 1,985 | $287.5K | 0.05% | 00.0% | Unchanged |
| Eq Wealth Advisors, LLC | 1,985 | $287.5K | 0.28% | +1,985 | New |
| Armbruster Capital Management, Inc. | 1,992 | $288.5K | 0.06% | 00.0% | Unchanged |
| Revisor Wealth Management LLC | 1,978 | $288.9K | 0.27% | −1,001−33.6% | Reduced |
| Grant Private Wealth Management Inc | 1,997 | $289.3K | 0.31% | +1,997 | New |
| Slow Capital, Inc. | 2,000 | $289.7K | 0.04% | −41−2.0% | Reduced |
| Boomfish Wealth Group, LLC | 2,000 | $289.7K | 0.18% | +50+2.6% | Added |
| McIlrath & Eck, LLC | 2,001 | $289.8K | 0.04% | +567+39.5% | Added |
| KFG Wealth Management, LLC | 2,001 | $289.9K | 0.05% | −12−0.6% | Reduced |
| Marks Group Wealth Management, Inc | 2,008 | $290.9K | 0.03% | +5+0.2% | Added |
| Nadler Financial Group, Inc. | 2,009 | $291.0K | 0.03% | −116−5.5% | Reduced |
| MFA Wealth Services | 2,009 | $291.0K | 0.23% | +2,009 | New |
| Watershed Private Wealth LLC | 2,018 | $292.2K | 0.11% | +10.0% | Added |
| Spurstone Advisory Services, LLC | 2,020 | $292.6K | 5.57% | +2,020 | New |
| Corton Capital Inc. | 2,021 | $292.7K | 0.17% | −573−22.1% | Reduced |
| Trust Co of Kansas | 2,022 | $293.0K | 0.14% | −4,024−66.6% | Reduced |
| Canvas Wealth Advisors, LLC | 2,027 | $293.6K | 0.07% | −1,030−33.7% | Reduced |
| Smith Thornton Advisors LLC | 2,029 | $293.8K | 0.19% | −1,907−48.5% | Reduced |
| Prepared Retirement Institute LLC | 2,038 | $295.2K | 0.17% | +8+0.4% | Added |
| KWB Wealth | 2,007 | $295.6K | 0.04% | +216+12.1% | Added |
| Palisades Hudson Asset Management, L.P. | 2,044 | $296.0K | 0.12% | 00.0% | Unchanged |
| Willner & Heller, LLC | 2,047 | $296.5K | 0.26% | +15+0.7% | Added |
| Prospect Financial Services LLC | 2,048 | $296.6K | 0.16% | −204−9.1% | Reduced |
| Whipplewood Advisors, LLC | 2,049 | $296.8K | 0.17% | +2,049 | New |
| Norris Perne & French LLP | 2,055 | $297.7K | 0.02% | 00.0% | Unchanged |
| Falcon Wealth Planning | 2,061 | $298.5K | 0.03% | +12+0.6% | Added |
| Legacy Edge Advisors, LLC | 2,089 | $298.9K | 0.05% | −175−7.7% | Reduced |
| Aft, Forsyth & Company, Inc. | 2,064 | $298.9K | 0.15% | −105−4.8% | Reduced |
| James J. Burns & Company, LLC | 2,059 | $299.0K | 0.05% | −15−0.7% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 2,068 | $299.5K | 0.03% | −102−4.7% | Reduced |
| Dash Acquisitions Inc. | 1,918 | $299.6K | 0.06% | 00.0% | Unchanged |
| WPG Advisers, LLC | 2,072 | $300.1K | 0.28% | +2,072 | New |
| Walker Financial Services, Inc. | 2,072 | $300.1K | 0.17% | +19+0.9% | Added |
| Biltmore Family Office, LLC | 2,073 | $300.2K | 0.05% | +11+0.5% | Added |
| Theory Financial LLC | 2,077 | $300.8K | 0.13% | +200+10.7% | Added |
| Johnson Bixby & Associates, LLC | 2,078 | $301.0K | 0.05% | −80−3.7% | Reduced |
| N.E.W. Advisory Services LLC | 2,078 | $301.0K | 0.03% | +178+9.4% | Added |
| Summit Wealth Partners, LLC | 2,079 | $301.1K | 0.06% | −75−3.5% | Reduced |
| Fortem Financial Group, LLC | 2,083 | $301.7K | 0.12% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2,084 | $301.8K | 0.10% | 00.0% | Unchanged |
| Buck Wealth Strategies, LLC | 2,085 | $302.0K | 0.06% | +2,085 | New |
| Community Bank of Raymore | 2,087 | $302.3K | 0.24% | 00.0% | Unchanged |
| Lavaca Capital LLC | 2,088 | $302.4K | 0.13% | +683+48.6% | Added |
| Keeler & Nadler Financial Planning & Wealth Management | 2,091 | $302.8K | 0.14% | +4+0.2% | Added |
| Acorn Wealth Advisors, LLC | 2,092 | $302.9K | 0.13% | +69+3.4% | Added |
| Smart Portfolios, LLC | 2,092 | $303.0K | 0.32% | +17+0.8% | Added |
| TFR Capital, LLC. | 2,094 | $303.3K | 0.15% | +2,094 | New |
| CoreCommodity Management, LLC | 2,096 | $303.6K | 0.06% | −8,930−81.0% | Reduced |
| ShoreHaven Wealth Partners, LLC | 2,096 | $303.7K | 0.14% | +17+0.8% | Added |
| Sentinus, LLC | 2,099 | $304.0K | 0.09% | −675−24.3% | Reduced |
| West Bancorporation Inc | 2,103 | $304.6K | 0.20% | −200−8.7% | Reduced |
| Sara-Bay Financial | 2,131 | $304.9K | 0.11% | −200−8.6% | Reduced |
| Petrus Trust Company, LTA | 2,106 | $305.0K | 0.03% | +2,106 | New |
| Fairfield Financial Advisors, LTD | 2,109 | $305.4K | 0.11% | −1,061−33.5% | Reduced |
| Sunburst Financial Group, LLC | 2,109 | $305.4K | 0.08% | +202+10.6% | Added |
| Blackston Financial Advisory Group, LLC | 2,111 | $305.6K | 0.15% | +111+5.6% | Added |
| Denver Wealth Management, Inc. | 2,112 | $306.0K | 0.14% | −63−2.9% | Reduced |
| Harvest Investment Services, LLC | 2,115 | $306.3K | 0.08% | −800−27.4% | Reduced |
| Wooster Corthell Wealth Management, Inc. | 2,117 | $306.6K | 0.07% | 00.0% | Unchanged |
| Kendall Capital Management | 2,118 | $306.8K | 0.09% | +330+18.5% | Added |
| Bay Capital Advisors, LLC | 2,120 | $307.0K | 0.25% | +2,120 | New |
| Woodard & Co Asset Management Group Inc | 2,121 | $307.2K | 0.07% | −35−1.6% | Reduced |
| Sequent Planning LLC | 2,121 | $307.2K | 0.11% | −119−5.3% | Reduced |
| Power Wealth Management LLC | 2,122 | $307.4K | 0.13% | −302−12.5% | Reduced |
| Partners in Financial Planning | 2,124 | $307.7K | 0.06% | 00.0% | Unchanged |
| Next Capital Management LLC | 2,125 | $307.8K | 0.13% | +357+20.2% | Added |
| Security National Bank of Sioux City Iowa | 2,129 | $308.4K | 0.22% | 00.0% | Unchanged |