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 |
|---|---|---|---|---|---|
| Arkfeld Wealth Strategies, L.L.C. | 2,521 | $391.7K | 0.18% | +12+0.5% | Added |
| Aspen Grove Capital, LLC | 2,714 | $393.1K | 0.08% | −410−13.1% | Reduced |
| Buckingham Capital Management, Inc. | 2,716 | $393.3K | 0.05% | +2+0.1% | Added |
| Family Firm, Inc. | 2,721 | $394.2K | 0.09% | +368+15.6% | Added |
| Verum Partners LLC | 2,723 | $394.4K | 0.11% | +362+15.3% | Added |
| Worth Financial Advisory Group, LLC | 2,724 | $394.5K | 0.24% | −61−2.2% | Reduced |
| McHugh Group, LLC | 2,725 | $394.7K | 0.29% | +2,725 | New |
| WealthTrust Asset Management, LLC | 2,726 | $394.8K | 0.28% | +18+0.7% | Added |
| Roman Butler Fullerton & Co | 2,515 | $395.5K | 0.13% | +58+2.4% | Added |
| Princeton Capital Management LLC | 2,732 | $395.7K | 0.12% | +114+4.4% | Added |
| Nautilus Advisors LLC | 2,733 | $395.8K | 0.32% | +2,733 | New |
| Pinnacle Wealth Management Group, Inc. | 2,734 | $396.0K | 0.25% | −75−2.7% | Reduced |
| Broadway Wealth Solutions, Inc. | 2,735 | $396.2K | 0.30% | +2,735 | New |
| Solidarilty Wealth, LLC | 2,736 | $396.3K | 0.10% | −1,281−31.9% | Reduced |
| Armis Advisers, LLC | 2,742 | $397.1K | 0.05% | +2,742 | New |
| DLK Investment Management, LLC | 2,746 | $397.7K | 0.17% | +53+2.0% | Added |
| Hamilton Capital Partners, LLC | 2,750 | $398.3K | 0.25% | +2,750 | New |
| Atwater Malick LLC | 2,755 | $399.0K | 0.13% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 2,759 | $399.6K | 0.04% | +547+24.7% | Added |
| Hillsdale Investment Management Inc. | 2,760 | $399.8K | 0.02% | −570−17.1% | Reduced |
| Alliance Wealth Advisors, LLC | 2,761 | $399.9K | 0.10% | −43−1.5% | Reduced |
| Heirloom Wealth Management | 2,766 | $400.6K | 0.12% | +90+3.4% | Added |
| Instrumental Wealth, LLC | 2,553 | $400.7K | 0.38% | +318+14.2% | Added |
| Asset Advisors Investment Management, LLC | 2,799 | $405.4K | 0.04% | 00.0% | Unchanged |
| Nicholson Wealth Management Group, LLC | 2,799 | $405.4K | 0.27% | +138+5.2% | Added |
| SCP Investment, LP | 2,800 | $405.6K | 0.31% | +1,000+55.6% | Added |
| Schubert & Co | 2,800 | $405.6K | 0.27% | +100+3.7% | Added |
| UMA Financial Services, Inc. | 2,802 | $405.9K | 0.07% | +10.0% | Added |
| Cahill Financial Advisors Inc | 2,808 | $406.7K | 0.06% | +815+40.9% | Added |
| RTD Financial Advisors, Inc. | 2,811 | $407.1K | 0.05% | +364+14.9% | Added |
| Apollon Financial, LLC | 2,816 | $407.9K | 0.10% | +155+5.8% | Added |
| Centiva Capital, LP | 2,822 | $408.7K | 0.02% | −11,664−80.5% | Reduced |
| Holos Integrated Wealth LLC | 2,822 | $408.7K | 0.28% | +2,822 | New |
| Aufman Associates Inc | 2,823 | $408.9K | 0.28% | +22+0.8% | Added |
| Richwood Investment Advisors, LLC | 2,827 | $409.5K | 0.34% | +525+22.8% | Added |
| Lakewood Asset Management LLC | 2,828 | $409.6K | 0.28% | +5+0.2% | Added |
| KPP Advisory Services LLC | 2,835 | $410.6K | 0.10% | +110+4.0% | Added |
| Private Capital Management LLC | 2,838 | $411.1K | 0.08% | −3,213−53.1% | Reduced |
| Guidance Capital, Inc | 2,641 | $411.1K | 0.13% | −53−2.0% | Reduced |
| TFB Advisors LLC | 2,840 | $411.3K | 0.12% | +66+2.4% | Added |
| ASB Consultores, LLC | 2,842 | $411.6K | 0.17% | −664−18.9% | Reduced |
| Sym Financial Corp | 2,844 | $412.0K | 0.05% | +115+4.2% | Added |
| First Dallas Securities Inc. | 2,845 | $412.0K | 0.17% | −31−1.1% | Reduced |
| New England Capital Financial Advisors LLC | 2,859 | $414.1K | 0.20% | +3+0.1% | Added |
| Oakwell Private Wealth Management, LLC | 2,862 | $414.5K | 0.12% | −663−18.8% | Reduced |
| Mountain Pacific Investment Advisers Inc | 2,867 | $415.3K | 0.03% | −734−20.4% | Reduced |
| Balanced Wealth Group LLC | 2,796 | $417.1K | 0.19% | −136−4.6% | Reduced |
| Holistic Financial Partners | 2,881 | $417.3K | 0.21% | −180−5.9% | Reduced |
| Compton Financial Group, LLC | 2,887 | $418.2K | 0.12% | 00.0% | Unchanged |
| K2 Financial Inc. | 2,694 | $418.5K | 0.42% | +2,694 | New |
| Blue Edge Capital, LLC | 2,893 | $419.0K | 0.07% | +133+4.8% | Added |
| EWG Elevate Inc. | 2,895 | $419.4K | 0.13% | +229+8.6% | Added |
| Washburn Capital Management, Inc. | 2,898 | $419.7K | 0.26% | +298+11.5% | Added |
| Asset Allocation & Management Company, LLC | 2,900 | $420.0K | 0.23% | +2,900 | New |
| Pictet Bank & Trust Ltd | 2,900 | $420.0K | 0.42% | −270−8.5% | Reduced |
| Foster Group, Inc. | 2,900 | $420.0K | 0.02% | +14+0.5% | Added |
| CJM Wealth Advisers, Ltd. | 2,901 | $420.1K | 0.14% | +140+5.1% | Added |
| Stillwater Wealth Management Group | 2,903 | $420.5K | 0.38% | +2,903 | New |
| Liberty Square Wealth Partners LLC | 2,709 | $420.8K | 0.15% | +2,709 | New |
| denkapparat Operations GmbH | 2,910 | $421.5K | 0.62% | +2,910 | New |
| Frisch Financial Group, Inc. | 2,911 | $422.0K | 0.13% | +638+28.1% | Added |
| Montz Harcus Wealth Management LLC | 2,915 | $422.2K | 0.24% | +37+1.3% | Added |
| Lane & Associates LLC | 2,831 | $422.4K | 0.22% | +285+11.2% | Added |
| Legacy Capital Group California, Inc. | 2,925 | $423.7K | 0.13% | −29−1.0% | Reduced |
| Eukles Asset Management | 2,927 | $423.9K | 0.18% | +107+3.8% | Added |
| Resolute Wealth Strategies, LLC | 2,930 | $424.3K | 0.22% | −301−9.3% | Reduced |
| Sunbeam Capital Management, LLC | 2,935 | $425.1K | 0.39% | +2,935 | New |
| German American Bancorp, Inc. | 2,937 | $425.4K | 0.04% | −446−13.2% | Reduced |
| Wedge Capital Management L L P | 2,942 | $426.1K | 0.01% | +55+1.9% | Added |
| ZEGA Investments, LLC | 2,743 | $426.9K | 0.13% | +2,743 | New |
| Reliant Investment Partners, LLC | 2,954 | $427.9K | 0.38% | +2,954 | New |
| Kelly Financial Services LLC | 2,959 | $428.6K | 0.15% | +311+11.7% | Added |
| Drake & Associates, LLC | 2,816 | $429.8K | 0.12% | +2,816 | New |
| Cabot Wealth Management Inc | 2,968 | $429.9K | 0.05% | 00.0% | Unchanged |
| Ledgewood Wealth Advisors, LLC | 2,968 | $429.9K | 0.28% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 2,969 | $430.0K | 0.00% | −38,492−92.8% | Reduced |
| Yoffe Investment Management, LLC | 2,971 | $430.4K | 0.64% | +2,971 | New |
| Pettinga Financial Advisors, LLC | 2,973 | $430.6K | 0.10% | +10.0% | Added |
| Ferguson Shapiro LLC | 2,980 | $431.7K | 0.16% | +8+0.3% | Added |
| Revolve Wealth Partners, LLC | 2,984 | $432.2K | 0.06% | −1,255−29.6% | Reduced |
| Sprott Inc. | 2,985 | $432.3K | 0.03% | +2,985 | New |
| 4WEALTH Advisors, Inc. | 2,988 | $432.7K | 0.44% | +2,988 | New |
| Sugarloaf Wealth Management, LLC | 2,988 | $432.8K | 0.08% | 00.0% | Unchanged |
| Ashford Capital Management Inc | 2,996 | $433.9K | 0.05% | 00.0% | Unchanged |
| GK Wealth Management LLC | 2,999 | $434.4K | 0.55% | +2,999 | New |
| MinichMacGregor Wealth Management, LLC | 3,000 | $434.5K | 0.09% | −102−3.3% | Reduced |
| Cairn Investment Group, Inc. | 3,000 | $435.0K | 0.26% | +3,000 | New |
| Barnes Pettey Financial Advisors, LLC | 3,005 | $435.2K | 0.33% | 00.0% | Unchanged |
| White Wing Wealth Management | 3,009 | $435.9K | 0.32% | +35+1.2% | Added |
| Algert Global LLC | 3,010 | $436.0K | 0.01% | +540+21.9% | Added |
| Kingdom Financial Group LLC. | 3,012 | $436.3K | 0.30% | 00.0% | Unchanged |
| Horizon Wealth Management, LLC | 3,015 | $436.6K | 0.08% | −39,717−92.9% | Reduced |
| Avant Capital LLC | 3,020 | $437.4K | 0.36% | +3,020 | New |
| Everstar Asset Management, LLC | 3,020 | $437.4K | 0.31% | +42+1.4% | Added |
| Ritter Daniher Financial Advisory LLC | 3,022 | $437.7K | 0.12% | +125+4.3% | Added |
| MEMBERS Trust Co | 3,023 | $437.9K | 0.02% | +23+0.8% | Added |
| Pennington Partners & Co., LLC | 3,026 | $438.4K | 0.22% | +3,026 | New |
| Capstone Wealth Management Group LLC | 3,031 | $439.0K | 0.33% | +3,031 | New |
| Northcape Wealth Management, LLC | 3,031 | $439.0K | 0.14% | +709+30.5% | Added |
| Candriam Luxembourg S.C.A. | 3,032 | $439.2K | 0.00% | 00.0% | Unchanged |