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 |
|---|---|---|---|---|---|
| Davis Investment Partners, LLC | 2,251 | $344.7K | 0.15% | +2,251 | New |
| Up Strategic Wealth Investment Advisors LLC | 2,382 | $345.0K | 0.35% | +925+63.5% | Added |
| Aventura Private Wealth, LLC | 2,384 | $345.3K | 0.19% | +2,384 | New |
| Puff Wealth Management, LLC | 2,385 | $345.4K | 0.60% | +2,385 | New |
| Strategic Advocates LLC | 2,386 | $345.5K | 0.12% | −1,982−45.4% | Reduced |
| Insight Wealth Partners, LLC | 2,386 | $345.5K | 0.22% | −411−14.7% | Reduced |
| Mason & Associates Inc | 2,386 | $345.6K | 0.08% | +171+7.7% | Added |
| Elser Financial Planning, Inc | 2,386 | $345.6K | 0.02% | +48+2.1% | Added |
| Members Wealth LLC | 2,233 | $345.9K | 0.26% | +2,233 | New |
| J.Safra Asset Management Corp | 2,424 | $346.8K | 0.03% | +1,069+78.9% | Added |
| Private Wealth Advisors | 2,396 | $347.1K | 0.15% | +7+0.3% | Added |
| Paces Ferry Wealth Advisors, LLC | 2,399 | $347.4K | 0.17% | +683+39.8% | Added |
| Alliance Wealth Management Group | 2,400 | $347.6K | 0.09% | −30−1.2% | Reduced |
| OMNI 360 Wealth, Inc. | 2,409 | $349.0K | 0.23% | −178−6.9% | Reduced |
| Basepoint Wealth LLC | 2,411 | $349.2K | 0.28% | +100+4.3% | Added |
| Baker Boyer National Bank | 2,415 | $349.8K | 0.12% | −190−7.3% | Reduced |
| Alan B. Lancz & Associates, Inc. | 2,417 | $350.1K | 0.36% | −432−15.2% | Reduced |
| Spinnaker Investment Group, LLC | 2,420 | $350.5K | 0.08% | +193+8.7% | Added |
| Acima Private Wealth, LLC | 2,421 | $350.7K | 0.12% | 00.0% | Unchanged |
| Triune Financial Partners, LLC | 2,425 | $351.3K | 0.11% | +24+1.0% | Added |
| Lee-Kelleher Wealth Management | 2,429 | $351.8K | 0.25% | +2,429 | New |
| Parisi Gray Wealth Management | 2,435 | $352.7K | 0.11% | +130+5.6% | Added |
| Kerntke Otto McGlone Wealth Management Group | 2,438 | $353.2K | 0.26% | +54+2.3% | Added |
| Western Financial Corp | 2,439 | $353.2K | 0.19% | +9+0.4% | Added |
| Custom Index Systems, LLC | 2,449 | $354.7K | 0.19% | −467−16.0% | Reduced |
| Vanguard Capital Wealth Advisors | 2,458 | $356.0K | 0.39% | +100+4.2% | Added |
| SoundView Advisors Inc. | 2,478 | $358.0K | 0.15% | +2,478 | New |
| TFC Financial Management | 2,477 | $358.8K | 0.06% | +1,345+118.8% | Added |
| Sharkey, Howes & Javer | 2,482 | $359.6K | 0.05% | +1,088+78.0% | Added |
| Scientech Research LLC | 2,486 | $360.1K | 0.10% | +2,486 | New |
| Alliance Wealth Advisors, LLC | 2,492 | $360.9K | 0.21% | +62+2.6% | Added |
| BankPlus Trust Department | 2,493 | $361.1K | 0.12% | +2,493 | New |
| Lifeworks Advisors, LLC | 2,500 | $362.1K | 0.07% | +920+58.2% | Added |
| Prelude Capital Management, LLC | 2,507 | $363.1K | 0.03% | +2,507 | New |
| Financial Advisory Corp | 2,516 | $364.0K | 0.13% | +354+16.4% | Added |
| Total Clarity Wealth Management, Inc. | 2,517 | $364.6K | 0.12% | −354−12.3% | Reduced |
| Financial Security Advisor, Inc. | 2,519 | $364.8K | 0.09% | 00.0% | Unchanged |
| WESCAP Management Group, Inc. | 2,519 | $364.9K | 0.09% | 00.0% | Unchanged |
| Accelerate Investment Advisors LLC | 2,526 | $365.9K | 0.32% | +817+47.8% | Added |
| Valley National Advisers Inc | 2,532 | $366.0K | 0.07% | −28−1.1% | Reduced |
| Rocky Mountain Advisers, LLC | 2,527 | $366.0K | 0.11% | 00.0% | Unchanged |
| Carrera Capital Advisors | 2,533 | $366.8K | 0.09% | +851+50.6% | Added |
| Clune & Associates, Ltd. | 2,534 | $367.0K | 0.12% | +2,534 | New |
| First National Bank | 2,537 | $367.5K | 0.25% | +10+0.4% | Added |
| Paragon Capital Management Ltd | 2,543 | $368.4K | 0.07% | −123−4.6% | Reduced |
| Berry Wealth Group, LP | 2,545 | $368.5K | 0.27% | −60−2.3% | Reduced |
| Novak & Powell Financial Services, Inc. | 2,549 | $369.2K | 0.22% | +7+0.3% | Added |
| Midwest Heritage Bank, FSB | 2,550 | $369.4K | 0.17% | +2+0.1% | Added |
| Activest Wealth Management | 2,551 | $369.5K | 0.10% | +74+3.0% | Added |
| JT Stratford LLC | 2,552 | $369.6K | 0.06% | −314−11.0% | Reduced |
| Archvest Wealth Advisors, Inc. | 2,553 | $369.8K | 0.27% | +41+1.6% | Added |
| Traveka Wealth, LLC | 2,564 | $371.3K | 0.20% | +2,564 | New |
| Madison Wealth Partners, Inc | 2,565 | $371.5K | 0.10% | +10.0% | Added |
| Front Row Advisors LLC | 2,574 | $372.9K | 0.13% | −4−0.2% | Reduced |
| Lewis Asset Management, LLC | 2,580 | $373.7K | 0.29% | +116+4.7% | Added |
| NWK Group, Inc. | 2,585 | $374.4K | 0.14% | 00.0% | Unchanged |
| LWM Advisory Services, LLC | 2,585 | $375.1K | 0.26% | 00.0% | Unchanged |
| Victory Financial Group, LLC | 2,594 | $375.7K | 0.10% | +2,594 | New |
| Total Investment Management Inc | 2,595 | $375.8K | 0.05% | +104+4.2% | Added |
| Proactive Wealth Strategies LLC | 2,596 | $376.0K | 0.20% | +26+1.0% | Added |
| Northstar Advisory Group, LLC | 2,596 | $376.0K | 0.19% | −10−0.4% | Reduced |
| Brueske Advisory Services, LLC | 2,597 | $376.1K | 0.33% | +2,597 | New |
| MMBG Investment Advisors Co. | 2,600 | $376.6K | 0.04% | 00.0% | Unchanged |
| Salomon & Ludwin, LLC | 2,603 | $377.0K | 0.04% | −228−8.1% | Reduced |
| Fortis Capital Advisors, LLC | 2,549 | $377.2K | 0.13% | −185−6.8% | Reduced |
| Towercrest Capital Management | 2,605 | $377.3K | 0.06% | −30−1.1% | Reduced |
| American Money Management, LLC | 2,606 | $377.5K | 0.07% | −1,023−28.2% | Reduced |
| True Link Financial Advisors, LLC | 2,610 | $378.0K | 0.03% | +423+19.3% | Added |
| Summit Financial Strategies, Inc. | 2,612 | $378.3K | 0.04% | +3+0.1% | Added |
| Silvant Capital Management LLC | 2,615 | $378.8K | 0.02% | 00.0% | Unchanged |
| Hutner Capital Management Inc | 2,619 | $379.3K | 0.18% | −2,243−46.1% | Reduced |
| Tradewinds Capital Management, LLC | 2,628 | $380.6K | 0.10% | +2,092+390.3% | Added |
| Austin Wealth Management, LLC | 2,364 | $381.7K | 0.08% | +74+3.2% | Added |
| Red Mountain Financial, LLC | 2,636 | $381.8K | 0.41% | −281−9.6% | Reduced |
| Acorns Advisers, LLC | 2,635 | $382.0K | 0.00% | +807+44.1% | Added |
| Taylor Hoffman Capital Management LLC | 2,642 | $382.7K | 0.14% | 00.0% | Unchanged |
| Putney Financial Group LLC | 2,643 | $382.9K | 0.34% | +2,643 | New |
| Phraction Management LLC | 2,650 | $383.8K | 0.13% | 00.0% | Unchanged |
| Argentarii, LLC | 2,651 | $383.9K | 0.19% | +2,651 | New |
| Old North State Trust, LLC | 2,652 | $384.0K | 0.24% | +103+4.0% | Added |
| Acorn Creek Capital LLC | 2,653 | $384.3K | 0.20% | −11−0.4% | Reduced |
| South Street Advisors LLC | 2,654 | $384.4K | 0.06% | −12,750−82.8% | Reduced |
| ROI Financial Advisors, LLC | 2,654 | $384.5K | 0.26% | −486−15.5% | Reduced |
| Strategic Financial Services, Inc, | 2,656 | $384.7K | 0.02% | −2−0.1% | Reduced |
| Carmel Capital Partners, LLC | 2,668 | $386.4K | 0.16% | +404+17.8% | Added |
| Lakeshore Financial Planning, Inc. | 2,669 | $386.6K | 0.16% | 00.0% | Unchanged |
| Morris Retirement Advisors, LLC | 2,673 | $387.1K | 0.21% | −85−3.1% | Reduced |
| GFG Capital, LLC | 2,673 | $387.2K | 0.11% | +36+1.4% | Added |
| American Trust | 2,680 | $388.2K | 0.03% | −254−8.7% | Reduced |
| Parkshore Wealth Management, Inc. | 2,685 | $388.8K | 0.23% | +2,685 | New |
| Goldstream Capital Management Ltd | 2,687 | $389.2K | 0.17% | −3,106−53.6% | Reduced |
| Sherbrooke Park Advisers LLC | 2,687 | $389.2K | 0.12% | +2,687 | New |
| Sovereign Financial Group, Inc. | 2,688 | $389.3K | 0.09% | −496−15.6% | Reduced |
| Warther Private Wealth, LLC | 2,689 | $389.5K | 0.13% | +83+3.2% | Added |
| Vision Financial Markets LLC | 2,695 | $390.3K | 0.42% | +2,695 | New |
| Rockbridge Capital Management LLC | 2,695 | $390.3K | 0.22% | +2,695 | New |
| Worth Asset Management, LLC | 2,695 | $390.4K | 0.21% | +931+52.8% | Added |
| Prairie Sky Financial Group LLC | 2,697 | $390.6K | 0.24% | +10.0% | Added |
| MN Wealth Advisors, LLC | 2,669 | $391.0K | 0.22% | +2,101+369.9% | Added |
| VPR Management LLC | 2,700 | $391.1K | 0.20% | 00.0% | Unchanged |