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 |
|---|---|---|---|---|---|
| Shufro Rose & Co LLC | 34,095 | $4.94M | 0.39% | −1,385−3.9% | Reduced |
| Winton Group Ltd | 34,079 | $4.94M | 0.33% | +34,079 | New |
| Burney Co | 34,065 | $4.93M | 0.17% | −6,400−15.8% | Reduced |
| Sandy Spring Bank | 34,020 | $4.93M | 0.20% | −932−2.7% | Reduced |
| Columbia Asset Management | 33,965 | $4.92M | 0.94% | −2,031−5.6% | Reduced |
| Ballentine Partners, LLC | 33,901 | $4.91M | 0.08% | +2,297+7.3% | Added |
| New England Asset Management Inc | 33,850 | $4.90M | 0.84% | −4,835−12.5% | Reduced |
| Baugh & Associates, LLC | 35,141 | $4.90M | 2.54% | +2,054+6.2% | Added |
| Kidder Stephen W | 33,776 | $4.89M | 1.47% | −920−2.7% | Reduced |
| TRUE Private Wealth Advisors | 33,697 | $4.88M | 0.59% | −1,109−3.2% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 33,689 | $4.88M | 0.42% | −252−0.7% | Reduced |
| Trajan Wealth LLC | 33,567 | $4.86M | 0.27% | +2,372+7.6% | Added |
| Parallax Volatility Advisers, L.P. | 33,494 | $4.85M | 0.11% | +33,494 | New |
| Financial Advocates Investment Management | 33,415 | $4.84M | 0.28% | −1,339−3.9% | Reduced |
| Symphony Financial, Ltd. Co. | 30,576 | $4.83M | 0.76% | +1,940+6.8% | Added |
| Diversify Advisory Services, LLC | 31,546 | $4.83M | 0.27% | −7,278−18.7% | Reduced |
| Chicago Trust Co NA | 33,353 | $4.83M | 0.86% | −458−1.4% | Reduced |
| Fifth Third Wealth Advisors LLC | 33,273 | $4.82M | 0.26% | −3,726−10.1% | Reduced |
| Venturi Wealth Management, LLC | 33,219 | $4.81M | 0.24% | +4,164+14.3% | Added |
| Marble Harbor Investment Counsel, LLC | 33,157 | $4.80M | 0.53% | −200−0.6% | Reduced |
| Headinvest, LLC | 33,008 | $4.78M | 0.90% | +1,277+4.0% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 32,861 | $4.76M | 2.14% | +229+0.7% | Added |
| Brooks, Moore & Associates, Inc. | 32,857 | $4.76M | 2.81% | +169+0.5% | Added |
| S&CO Inc | 32,749 | $4.74M | 0.32% | 00.0% | Unchanged |
| Fidelis Capital Partners, LLC | 31,737 | $4.74M | 0.47% | +210+0.7% | Added |
| Dana Investment Advisors, Inc. | 32,711 | $4.74M | 0.16% | −1,013−3.0% | Reduced |
| Mission Creek Capital Partners, Inc. | 51,495 | $4.72M | 1.03% | +19,466+60.8% | Added |
| Peak Asset Management, LLC | 32,540 | $4.71M | 0.87% | +416+1.3% | Added |
| FORA Capital, LLC | 32,518 | $4.71M | 0.54% | −20,526−38.7% | Reduced |
| Maven Securities LTD | 32,439 | $4.70M | 0.76% | +13,777+73.8% | Added |
| StrongBox Wealth, LLC | 32,372 | $4.69M | 1.99% | +930+3.0% | Added |
| Atomi Financial Group, Inc. | 32,339 | $4.68M | 0.24% | +2,536+8.5% | Added |
| Chapin Davis, Inc. | 31,752 | $4.68M | 1.53% | 00.0% | Unchanged |
| Destination Wealth Management | 32,267 | $4.67M | 0.15% | −349−1.1% | Reduced |
| Agf Management Ltd | 32,252 | $4.67M | 0.02% | −3,415−9.6% | Reduced |
| Diversify Wealth Management, LLC | 30,483 | $4.67M | 0.36% | +10,319+51.2% | Added |
| Wetherby Asset Management Inc | 32,097 | $4.65M | 0.22% | −5,045−13.6% | Reduced |
| International Assets Investment Management, LLC | 31,674 | $4.65M | 0.39% | −4,869,716−99.4% | Reduced |
| Wealth Advisory Solutions, LLC | 32,034 | $4.64M | 1.30% | −13,798−30.1% | Reduced |
| Meeder Advisory Services, Inc. | 32,003 | $4.64M | 0.29% | −1,285−3.9% | Reduced |
| YHB Investment Advisors, Inc. | 31,815 | $4.61M | 0.38% | +470+1.5% | Added |
| Tyche Wealth Partners LLC | 31,735 | $4.60M | 0.97% | −2,056−6.1% | Reduced |
| tru Independence LLC | 31,673 | $4.59M | 1.44% | −1,186−3.6% | Reduced |
| Citizens Business Bank | 21,983 | $4.58M | 0.86% | −8,057−26.8% | Reduced |
| apricus wealth, LLC | 31,625 | $4.58M | 2.97% | −240−0.8% | Reduced |
| Vestmark Advisory Solutions, Inc. | 31,603 | $4.58M | 0.16% | +3,421+12.1% | Added |
| Altrius Capital Management Inc | 31,593 | $4.58M | 1.23% | −287−0.9% | Reduced |
| Prudential PLC | 31,572 | $4.57M | 0.02% | +5,206+19.7% | Added |
| Ascent Group, LLC | 31,552 | $4.57M | 0.34% | +1,659+5.5% | Added |
| Transcend Wealth Collective, LLC | 31,537 | $4.57M | 0.33% | −3,541−10.1% | Reduced |
| Keeler Thomas Management LLC | 31,482 | $4.56M | 1.62% | −1,213−3.7% | Reduced |
| Rockland Trust Co | 31,479 | $4.56M | 0.23% | −3,331−9.6% | Reduced |
| Harbour Capital Advisors, LLC | 30,834 | $4.56M | 1.02% | −1,853−5.7% | Reduced |
| Butensky & Cohen Financial Security, Inc | 31,295 | $4.53M | 1.43% | +1,065+3.5% | Added |
| Rench Wealth Management, Inc. | 31,265 | $4.53M | 1.54% | +481+1.6% | Added |
| Montecito Bank & Trust | 31,249 | $4.53M | 0.78% | −195−0.6% | Reduced |
| Csenge Advisory Group | 31,189 | $4.52M | 0.25% | +1,738+5.9% | Added |
| Capital City Trust Co | 31,139 | $4.51M | 1.13% | +182+0.6% | Added |
| Selway Asset Management | 31,010 | $4.49M | 1.76% | −55−0.2% | Reduced |
| Hengehold Capital Management LLC | 30,931 | $4.48M | 0.42% | +916+3.1% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 30,915 | $4.48M | 0.47% | +1,324+4.5% | Added |
| IronBridge Private Wealth, LLC | 30,881 | $4.47M | 1.64% | −11,729−27.5% | Reduced |
| Woodward Diversified Capital, LLC | 30,797 | $4.46M | 3.28% | −13,975−31.2% | Reduced |
| Garrett Investment Advisors LLC | 30,744 | $4.45M | 0.43% | +2,683+9.6% | Added |
| Modera Wealth Management, LLC | 30,735 | $4.45M | 0.05% | +106+0.3% | Added |
| Sagespring Wealth Partners, LLC | 30,597 | $4.43M | 0.12% | +30,597 | New |
| Ossiam | 30,370 | $4.40M | 0.08% | +30,370 | New |
| Milestones Administradora de Recursos Ltda. | 30,340 | $4.39M | 2.23% | −17,270−36.3% | Reduced |
| Fundamentun, LLC | 30,336 | $4.39M | 0.26% | −3,001−9.0% | Reduced |
| Verdence Capital Advisors LLC | 30,336 | $4.39M | 0.35% | +5,364+21.5% | Added |
| Summit Financial Wealth Advisors, LLC | 29,370 | $4.39M | 0.86% | −1,476−4.8% | Reduced |
| Nelson Capital Management, LLC | 30,258 | $4.38M | 0.73% | −1,184−3.8% | Reduced |
| Private Trust Co NA | 30,225 | $4.38M | 0.45% | −1,408−4.5% | Reduced |
| Cinctive Capital Management LP | 30,154 | $4.37M | 0.24% | +30,154 | New |
| Sargent Investment Group, LLC | 28,046 | $4.36M | 0.71% | +8,631+44.5% | Added |
| JBR Co Financial Management Inc | 30,040 | $4.35M | 2.65% | −31−0.1% | Reduced |
| Independent Wealth Network Inc. | 30,039 | $4.35M | 1.77% | +1,723+6.1% | Added |
| Northern Oak Wealth Management Inc | 29,997 | $4.34M | 0.55% | −4,413−12.8% | Reduced |
| Knollwood Investment Advisory, LLC | 29,894 | $4.33M | 0.45% | +350+1.2% | Added |
| SBI Securities Co., Ltd. | 29,690 | $4.30M | 0.13% | +29,690 | New |
| G&S Capital LLC | 29,663 | $4.30M | 1.77% | +473+1.6% | Added |
| Trustmark National Bank Trust Department | 29,637 | $4.29M | 0.32% | −2,327−7.3% | Reduced |
| Broderick Brian C | 29,470 | $4.27M | 0.84% | +2,420+8.9% | Added |
| Garland Capital Management Inc | 29,424 | $4.26M | 3.49% | +100.0% | Added |
| Allen Capital Group, LLC | 29,414 | $4.26M | 0.52% | +2,701+10.1% | Added |
| Constant Guidance Financial LLC | 29,390 | $4.26M | 3.67% | +29,390 | New |
| Investors Asset Management of Georgia Inc | 29,385 | $4.26M | 2.07% | −90−0.3% | Reduced |
| RB Capital Management, LLC | 29,334 | $4.25M | 0.99% | +827+2.9% | Added |
| Hills Bank & Trust Co | 29,177 | $4.23M | 0.32% | −193−0.7% | Reduced |
| Summit Financial, LLC | 29,159 | $4.22M | 0.15% | +13,934+91.5% | Added |
| Yarbrough Capital, LLC | 29,107 | $4.22M | 0.16% | 00.0% | Unchanged |
| Pinkerton Retirement Specialists, LLC | 29,091 | $4.21M | 0.61% | +962+3.4% | Added |
| Greatmark Investment Partners, Inc. | 28,984 | $4.20M | 0.57% | +1,177+4.2% | Added |
| Baker Avenue Asset Management, LP | 28,955 | $4.19M | 0.13% | −996−3.3% | Reduced |
| Flagship Harbor Advisors, LLC | 28,929 | $4.19M | 0.22% | −420−1.4% | Reduced |
| Bank of Hawaii | 28,916 | $4.19M | 0.23% | −268−0.9% | Reduced |
| McGinn Investment Management, Inc. | 28,908 | $4.19M | 2.80% | +90+0.3% | Added |
| Haverford Financial Services, Inc. | 28,861 | $4.18M | 1.27% | −27,709−49.0% | Reduced |
| Pegasus Asset Management, Inc. | 28,825 | $4.18M | 1.57% | −40.0% | Reduced |
| TCI Wealth Advisors, Inc. | 28,724 | $4.16M | 0.35% | −103−0.4% | Reduced |