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
- 3,764
- +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
- 1,489 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 | 4,311 | $298.0B |
| Q4 2025 | 3,993 | $223.3B |
| Q3 2025 | 3,802 | $225.3B |
| Q2 2025 | 3,707 | $189.0B |
| Q1 2025 | 3,825 | $222.9B |
| Q4 2024 | 3,764 | $194.0B |
| Q3 2024 | 3,487 | $198.0B |
| Q2 2024 | 3,510 | $214.0B |
| Q1 2024 | 3,522 | $212.7B |
| Q4 2023 | 3,477 | $200.3B |
| Q3 2023 | 3,338 | $222.6B |
| Q2 2023 | 3,285 | $205.0B |
| Q1 2023 | 3,272 | $217.1B |
| Q4 2022 | 3,288 | $243.6B |
| Q3 2022 | 3,056 | $195.7B |
| Q2 2022 | 3,060 | $198.4B |
| Q1 2022 | 3,070 | $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 |
|---|---|---|---|---|---|
| Stablepoint Partners, LLC | 39,838 | $5.77M | 1.06% | +631+1.6% | Added |
| Silvia McColl Wealth Management, LLC | 39,802 | $5.76M | 4.32% | −263−0.7% | Reduced |
| Change Path, LLC | 39,767 | $5.76M | 0.18% | +2,494+6.7% | Added |
| C2C Wealth Management, LLC | 39,749 | $5.76M | 5.33% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 39,740 | $5.76M | 0.26% | +2,249+6.0% | Added |
| Procyon Private Wealth Partners, LLC | 39,499 | $5.72M | 0.37% | +9,602+32.1% | Added |
| Mission Wealth Management, LP | 39,474 | $5.72M | 0.14% | +4,893+14.1% | Added |
| Twin Capital Management Inc | 39,424 | $5.71M | 0.63% | +1,530+4.0% | Added |
| Geneos Wealth Management Inc. | 39,362 | $5.70M | 0.20% | +2,697+7.4% | Added |
| SeaCrest Wealth Management, LLC | 39,207 | $5.68M | 0.60% | −104−0.3% | Reduced |
| Hosking Partners LLP | 39,206 | $5.68M | 0.22% | +10,054+34.5% | Added |
| Principle Wealth Partners LLC | 39,102 | $5.66M | 0.40% | +199+0.5% | Added |
| HBK Sorce Advisory LLC | 38,996 | $5.65M | 0.17% | +598+1.6% | Added |
| Sound View Wealth Advisors Group, LLC | 38,969 | $5.64M | 0.45% | −2,241−5.4% | Reduced |
| Journey Advisory Group, LLC | 35,988 | $5.63M | 0.67% | 00.0% | Unchanged |
| Brentview Investment Management LLC | 38,833 | $5.62M | 3.20% | +38,833 | New |
| Ariel Investments, LLC | 38,827 | $5.62M | 0.06% | 00.0% | Unchanged |
| Moneta Group Investment Advisors LLC | 38,733 | $5.61M | 0.08% | +2,172+5.9% | Added |
| Capital International Sarl | 38,728 | $5.61M | 0.13% | +7,166+22.7% | Added |
| Texas Yale Capital Corp. | 38,719 | $5.61M | 0.23% | −1,870−4.6% | Reduced |
| Alta Capital Management LLC | 38,672 | $5.60M | 0.33% | +2,341+6.4% | Added |
| Diversified Trust Co | 38,668 | $5.60M | 0.14% | −64−0.2% | Reduced |
| New Age Alpha Advisors, LLC | 38,592 | $5.59M | 0.23% | +38,592 | New |
| Pekin Hardy Strauss, Inc. | 38,561 | $5.59M | 0.71% | +2,700+7.5% | Added |
| Channing Capital Management, LLC | 38,429 | $5.57M | 0.15% | −20,366−34.6% | Reduced |
| Evergreen Capital Management LLC | 38,392 | $5.56M | 0.18% | +2,520+7.0% | Added |
| Financial Advisory Service, Inc. | 38,381 | $5.56M | 0.47% | +754+2.0% | Added |
| City Holding Co | 38,374 | $5.56M | 0.79% | +141+0.4% | Added |
| Ellsworth Advisors, LLC | 38,131 | $5.52M | 1.45% | +4,807+14.4% | Added |
| Boston Financial Mangement LLC | 38,119 | $5.52M | 0.17% | −2,550−6.3% | Reduced |
| Physicians Financial Services, Inc. | 37,893 | $5.49M | 1.67% | −373−1.0% | Reduced |
| Schulhoff & Co Inc | 37,749 | $5.47M | 2.43% | +997+2.7% | Added |
| Kimelman & Baird, LLC | 37,682 | $5.46M | 0.43% | −5,250−12.2% | Reduced |
| Horizon Investments, LLC | 37,650 | $5.45M | 0.16% | +1,000+2.7% | Added |
| Caption Management, LLC | 37,619 | $5.45M | 0.22% | −91,681−70.9% | Reduced |
| Commonwealth Retirement Investments LLC | 37,608 | $5.45M | 2.24% | −11,258−23.0% | Reduced |
| PFG Advisors | 37,538 | $5.44M | 0.33% | −1,802−4.6% | Reduced |
| Kinsale Capital Group, Inc. | 37,527 | $5.44M | 1.46% | +384+1.0% | Added |
| Jacobi Capital Management LLC | 37,450 | $5.42M | 0.41% | +798+2.2% | Added |
| Beaumont Financial Advisors, LLC | 37,399 | $5.42M | 0.41% | −1,748−4.5% | Reduced |
| Lee Danner & Bass Inc | 37,317 | $5.40M | 0.43% | +1,948+5.5% | Added |
| Hartford Financial Management Inc. | 37,230 | $5.39M | 1.10% | −692−1.8% | Reduced |
| Nations Financial Group Inc, | 37,220 | $5.39M | 0.39% | +437+1.2% | Added |
| Plimoth Trust Co LLC | 37,144 | $5.38M | 1.38% | −1,389−3.6% | Reduced |
| River Wealth Advisors LLC | 36,976 | $5.36M | 0.71% | +957+2.7% | Added |
| Hudson Value Partners, LLC | 36,948 | $5.35M | 1.99% | −595−1.6% | Reduced |
| Quantessence Capital LLC | 36,793 | $5.33M | 2.19% | +36,793 | New |
| Palisade Capital Management LLC | 36,660 | $5.31M | 0.14% | −486−1.3% | Reduced |
| Philip James Wealth Mangement, LLC | 36,587 | $5.30M | 0.69% | −1,845−4.8% | Reduced |
| Forum Financial Management, LP | 36,561 | $5.30M | 0.09% | +4,160+12.8% | Added |
| Papp L Roy & Associates | 36,535 | $5.29M | 0.62% | +500+1.4% | Added |
| TCG Advisory Services, LLC | 36,492 | $5.29M | 0.22% | −39,932−52.3% | Reduced |
| Bragg Financial Advisors, Inc | 36,425 | $5.28M | 0.21% | −754−2.0% | Reduced |
| Stonebridge Capital Management Inc | 36,347 | $5.26M | 2.16% | −400−1.1% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 36,342 | $5.26M | 1.31% | −790−2.1% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 36,312 | $5.26M | 0.54% | +36,312 | New |
| Principal Street Partners, LLC | 36,214 | $5.25M | 1.03% | −1,388−3.7% | Reduced |
| SGL Investment Advisors, Inc. | 33,721 | $5.22M | 2.63% | +492+1.5% | Added |
| Equitable Trust Co | 36,047 | $5.22M | 0.29% | −1,679−4.5% | Reduced |
| Intrust Bank NA | 36,042 | $5.22M | 0.53% | +2,237+6.6% | Added |
| Chesley Taft & Associates LLC | 36,040 | $5.22M | 0.24% | −34−0.1% | Reduced |
| WealthPLAN Partners, LLC | 36,030 | $5.22M | 0.74% | −1,126−3.0% | Reduced |
| Pictet & Cie (Europe) SA | 35,985 | $5.21M | 0.11% | +2,641+7.9% | Added |
| Ameritas Advisory Services, LLC | 35,918 | $5.20M | 0.18% | −186−0.5% | Reduced |
| Aurdan Capital Management, LLC | 35,650 | $5.16M | 1.98% | +35,650 | New |
| Northwest Bancshares, Inc. | 35,640 | $5.16M | 0.96% | −3,290−8.5% | Reduced |
| American Investment Services, Inc. | 35,632 | $5.16M | 0.91% | +11,222+46.0% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 35,614 | $5.16M | 0.96% | +2,261+6.8% | Added |
| United Capital Management of KS, Inc. | 35,501 | $5.14M | 0.94% | +798+2.3% | Added |
| Spring Capital Management, LLC | 35,360 | $5.12M | 3.06% | +3,732+11.8% | Added |
| Close Asset Management Ltd | 35,341 | $5.12M | 0.14% | 00.0% | Unchanged |
| AIA Group Ltd | 35,327 | $5.12M | 0.12% | +6,009+20.5% | Added |
| First Foundation Advisors | 35,240 | $5.10M | 0.19% | −60,092−63.0% | Reduced |
| Sunbelt Securities, Inc. | 35,637 | $5.10M | 0.45% | −883−2.4% | Reduced |
| Two Sigma Investments, LP | 35,171 | $5.09M | 0.01% | +16,104+84.5% | Added |
| Heritage Trust Co | 35,144 | $5.09M | 0.60% | +35,144 | New |
| Cincinnati Financial Corp | 35,139 | $5.09M | 0.11% | 00.0% | Unchanged |
| IHT Wealth Management, LLC | 34,747 | $5.03M | 0.16% | −14,916−30.0% | Reduced |
| Madden Securities Corp | 34,711 | $5.03M | 2.01% | +1,644+5.0% | Added |
| Eagle Capital Management, LLC | 34,600 | $5.01M | 2.02% | +242+0.7% | Added |
| Founders Capital Management | 34,552 | $5.00M | 3.17% | −2,450−6.6% | Reduced |
| RKL Wealth Management LLC | 34,465 | $4.99M | 0.44% | +10,293+42.6% | Added |
| Oliver Luxxe Assets LLC | 33,874 | $4.99M | 0.90% | 00.0% | Unchanged |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 34,432 | $4.99M | 1.95% | −1,906−5.2% | Reduced |
| Meritage Portfolio Management | 34,427 | $4.99M | 0.31% | −1,912−5.3% | Reduced |
| Jarislowsky, Fraser Ltd | 34,417 | $4.98M | 0.03% | −1,968−5.4% | Reduced |
| GHP Investment Advisors, Inc. | 34,379 | $4.98M | 0.23% | +1,864+5.7% | Added |
| Narwhal Capital Management | 34,364 | $4.98M | 0.44% | −633−1.8% | Reduced |
| Vestcor Inc | 34,360 | $4.98M | 0.16% | −1,659−4.6% | Reduced |
| Sandhill Capital Partners LLC | 34,351 | $4.98M | 0.39% | +199+0.6% | Added |
| Salem Investment Counselors Inc | 34,325 | $4.97M | 0.16% | −978−2.8% | Reduced |
| Lawson Kroeker Investment Management Inc | 34,297 | $4.97M | 0.94% | −346−1.0% | Reduced |
| Resonant Capital Advisors, LLC | 34,230 | $4.96M | 0.36% | +1,027+3.1% | Added |
| Community Bank, N.A. | 34,213 | $4.96M | 0.64% | +365+1.1% | Added |
| R.H. Dinel Investment Counsel, Inc. | 34,210 | $4.95M | 3.31% | 00.0% | Unchanged |
| Trinity Legacy Partners, LLC | 34,195 | $4.95M | 1.28% | −1,442−4.0% | Reduced |
| McDonald Partners LLC | 34,179 | $4.95M | 1.27% | −1,027−2.9% | Reduced |
| Choate Investment Advisors | 34,145 | $4.95M | 0.12% | −822−2.4% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 33,561 | $4.94M | 1.64% | −51−0.2% | Reduced |
| Ridgecrest Wealth Partners, LLC | 34,112 | $4.94M | 2.68% | −751−2.2% | Reduced |