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 |
|---|---|---|---|---|---|
| Segment Wealth Management, LLC | 28,611 | $4.14M | 0.28% | +152+0.5% | Added |
| Aldebaran Capital, LLC | 28,556 | $4.14M | 3.93% | −565−1.9% | Reduced |
| Richard Bernstein Advisors LLC | 28,504 | $4.13M | 0.09% | −24,712−46.4% | Reduced |
| Buffington Mohr McNeal | 28,383 | $4.11M | 0.68% | −117−0.4% | Reduced |
| Old Mission Investment Co LLC | 28,380 | $4.11M | 1.22% | +1,271+4.7% | Added |
| Laird Norton Trust Company, LLC | 28,324 | $4.10M | 0.56% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 28,321 | $4.10M | 1.58% | +90.0% | Added |
| Western Wealth Management, LLC | 28,261 | $4.09M | 0.22% | −1,169−4.0% | Reduced |
| CoreCap Advisors, LLC | 28,248 | $4.09M | 0.19% | +71+0.3% | Added |
| Financial Partners Group, LLC | 28,208 | $4.09M | 1.70% | −5,481−16.3% | Reduced |
| Naples Global Advisors, LLC | 28,195 | $4.08M | 0.38% | −1,275−4.3% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 28,154 | $4.08M | 1.52% | +1,270+4.7% | Added |
| NTV Asset Management LLC | 28,145 | $4.08M | 0.54% | +2,286+8.8% | Added |
| Cobblestone Capital Advisors LLC | 28,125 | $4.07M | 0.22% | −498−1.7% | Reduced |
| Brighton Jones LLC | 28,047 | $4.06M | 0.12% | −1,265−4.3% | Reduced |
| Arlington Financial Advisors, LLC | 27,926 | $4.04M | 0.80% | −1,528−5.2% | Reduced |
| Jericho Financial, LLP | 27,801 | $4.03M | 2.92% | +27,801 | New |
| Mill Capital Management, LLC | 27,736 | $4.02M | 0.32% | −500−1.8% | Reduced |
| Bill Few Associates, Inc. | 27,670 | $4.01M | 1.41% | +98+0.4% | Added |
| Allen Wealth Management, LLC | 27,649 | $4.00M | 2.87% | +582+2.2% | Added |
| Sittner & Nelson, LLC | 27,636 | $4.00M | 1.73% | +925+3.5% | Added |
| Liberty One Investment Management, LLC | 27,570 | $3.99M | 0.43% | +2,265+9.0% | Added |
| Douglass Winthrop Advisors, LLC | 27,540 | $3.99M | 0.08% | +628+2.3% | Added |
| Sepio Capital, LP | 27,510 | $3.98M | 0.32% | −926−3.3% | Reduced |
| WD Rutherford LLC | 27,505 | $3.98M | 1.89% | −277−1.0% | Reduced |
| Benedict Financial Advisors Inc | 27,493 | $3.98M | 0.97% | +142+0.5% | Added |
| Bath Savings Trust Co | 27,404 | $3.97M | 0.40% | −72−0.3% | Reduced |
| Mountain Hill Investment Partners Corp. | 27,250 | $3.95M | 4.02% | +27,250 | New |
| KLCM Advisors, Inc. | 27,179 | $3.94M | 0.46% | +224+0.8% | Added |
| Capital Planning Advisors, LLC | 27,114 | $3.93M | 0.61% | −4,907−15.3% | Reduced |
| Johnson Financial Group, Inc. | 26,315 | $3.93M | 0.19% | +4,718+21.8% | Added |
| Lynch Asset Management, Inc. | 27,100 | $3.93M | 1.59% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 27,079 | $3.92M | 0.01% | −1,330−4.7% | Reduced |
| Longbow Finance SA | 27,056 | $3.92M | 0.43% | +1,281+5.0% | Added |
| Willis Johnson & Associates, Inc. | 27,021 | $3.91M | 0.30% | +1,300+5.1% | Added |
| Pathway Financial Advisers, LLC | 26,985 | $3.91M | 1.32% | −3,874,360−99.3% | Reduced |
| Erste Asset Management GmbH | 27,229 | $3.91M | 0.05% | −5,950−17.9% | Reduced |
| First National Bank & Trust Co of Newtown | 26,918 | $3.90M | 0.81% | −1,384−4.9% | Reduced |
| WCM Investment Management, LLC | 27,133 | $3.88M | 0.01% | +16,124+146.5% | Added |
| Wealthcare Advisory Partners LLC | 26,659 | $3.86M | 0.11% | +1,966+8.0% | Added |
| Accurate Wealth Management, LLC | 25,214 | $3.86M | 0.74% | +1,454+6.1% | Added |
| Greenline Partners, LLC | 26,655 | $3.86M | 0.54% | +89+0.3% | Added |
| Signature Wealth Management Group | 26,643 | $3.86M | 1.55% | +1,759+7.1% | Added |
| Exeter Financial, LLC | 26,585 | $3.85M | 1.76% | +642+2.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 26,562 | $3.85M | 0.14% | −555−2.0% | Reduced |
| NJ State Employees Deferred Compensation Plan | 26,393 | $3.82M | 0.46% | 00.0% | Unchanged |
| Argyle Capital Management Inc. | 26,355 | $3.82M | 1.50% | +2,515+10.5% | Added |
| Morton Community Bank | 26,352 | $3.82M | 1.01% | +395+1.5% | Added |
| Koshinski Asset Management, Inc. | 26,296 | $3.81M | 0.33% | −430−1.6% | Reduced |
| Vise Technologies, Inc. | 26,259 | $3.80M | 0.32% | +9,693+58.5% | Added |
| Van Hulzen Asset Management, LLC | 26,191 | $3.79M | 0.28% | −96−0.4% | Reduced |
| Sterling Investment Advisors, Ltd. | 26,186 | $3.79M | 0.92% | +1,875+7.7% | Added |
| Capital Asset Advisory Services LLC | 25,649 | $3.79M | 0.19% | +1,016+4.1% | Added |
| LS Investment Advisors, LLC | 26,176 | $3.79M | 0.56% | +41+0.2% | Added |
| Herold Advisors, Inc. | 26,089 | $3.78M | 0.82% | +390+1.5% | Added |
| Aull & Monroe Investment Management Corp | 26,050 | $3.77M | 1.92% | −1,230−4.5% | Reduced |
| Davidson Trust Co | 26,029 | $3.77M | 1.94% | −79−0.3% | Reduced |
| Garner Asset Management Corp | 25,950 | $3.76M | 1.74% | +1,966+8.2% | Added |
| Beverly Hills Private Wealth, LLC | 25,928 | $3.76M | 0.76% | −942−3.5% | Reduced |
| Laurel Wealth Advisors LLC | 25,924 | $3.75M | 0.59% | +1,259+5.1% | Added |
| First National Advisers, LLC | 25,851 | $3.74M | 0.61% | −855−3.2% | Reduced |
| First Hawaiian Bank | 25,757 | $3.73M | 0.12% | +94+0.4% | Added |
| Moloney Securities Asset Management, LLC | 25,751 | $3.73M | 0.50% | +3,168+14.0% | Added |
| Mattson Financial Services, LLC | 25,308 | $3.73M | 1.19% | +49+0.2% | Added |
| Graypoint LLC | 25,674 | $3.72M | 0.23% | +1,266+5.2% | Added |
| Auxier Asset Management | 25,651 | $3.72M | 0.58% | −706−2.7% | Reduced |
| Stanley-Laman Group, Ltd. | 25,615 | $3.71M | 0.52% | −1,404−5.2% | Reduced |
| Trifecta Capital Advisors, LLC | 25,599 | $3.71M | 0.73% | −982−3.7% | Reduced |
| Centerstone Investors, LLC | 25,561 | $3.70M | 3.47% | −216−0.8% | Reduced |
| Harbour Investments, Inc. | 25,556 | $3.70M | 0.11% | −666−2.5% | Reduced |
| Murphy Pohlad Asset Management LLC | 25,459 | $3.69M | 1.59% | −128−0.5% | Reduced |
| Investmark Advisory Group LLC | 25,438 | $3.68M | 1.81% | +210+0.8% | Added |
| Formidable Asset Management, LLC | 25,421 | $3.68M | 0.60% | −1,511−5.6% | Reduced |
| Second Line Capital, LLC | 25,420 | $3.68M | 0.99% | −4,595−15.3% | Reduced |
| GAMMA Investing LLC | 25,401 | $3.68M | 0.31% | +5,044+24.8% | Added |
| B & T Capital Management DBA Alpha Capital Management | 25,399 | $3.68M | 0.67% | −59−0.2% | Reduced |
| Gilliland Jeter Wealth Management LLC | 25,390 | $3.68M | 1.24% | −697−2.7% | Reduced |
| Lake Street Advisors Group, LLC | 25,372 | $3.67M | 0.17% | +10,200+67.2% | Added |
| Keystone Financial Planning, Inc. | 25,358 | $3.67M | 1.14% | −86−0.3% | Reduced |
| Milestone Asset Management, LLC | 25,321 | $3.67M | 0.81% | +5,213+25.9% | Added |
| Gluskin Sheff & Assoc Inc | 25,302 | $3.66M | 0.44% | −3,202−11.2% | Reduced |
| Heritage Wealth Management, Inc. | 25,216 | $3.65M | 1.21% | −175−0.7% | Reduced |
| Independent Financial Group, LLC | 25,207 | $3.65M | 0.12% | −1,010−3.9% | Reduced |
| Winebrenner Capital Management LLC | 25,188 | $3.65M | 2.81% | +25,188 | New |
| Trilogy Capital Inc. | 25,147 | $3.64M | 0.19% | +3,520+16.3% | Added |
| Intrua Financial, LLC | 25,094 | $3.63M | 0.59% | −1,105−4.2% | Reduced |
| We Are One Seven, LLC | 25,082 | $3.63M | 0.14% | +1,714+7.3% | Added |
| Moody National Bank Trust Division | 25,011 | $3.62M | 0.38% | +1,051+4.4% | Added |
| Pring Turner Capital Group Inc | 24,987 | $3.62M | 2.42% | −233−0.9% | Reduced |
| Cosner Financial Group, LLC | 24,943 | $3.61M | 2.29% | −22−0.1% | Reduced |
| Diligent Investors, LLC | 24,901 | $3.61M | 0.83% | −593−2.3% | Reduced |
| Strategic Blueprint, LLC | 24,860 | $3.60M | 0.21% | +3,318+15.4% | Added |
| Peoples Bank | 24,854 | $3.60M | 2.12% | −1,614−6.1% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 24,771 | $3.59M | 1.36% | −2,031−7.6% | Reduced |
| Kingswood Wealth Advisors, LLC | 24,739 | $3.58M | 0.27% | −14,398−36.8% | Reduced |
| TrueMark Investments, LLC | 24,728 | $3.58M | 1.14% | +2,098+9.3% | Added |
| Consolidated Investment Group LLC | 24,700 | $3.58M | 0.50% | 00.0% | Unchanged |
| Cullen Investment Group, Ltd. | 24,695 | $3.58M | 0.53% | +420+1.7% | Added |
| MUFG Securities Americas Inc. | 24,671 | $3.57M | 0.45% | +24,671 | New |
| Gamco Investors, Inc. Et Al | 24,667 | $3.57M | 0.04% | −465−1.9% | Reduced |