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 | 4,312 | $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 |
|---|---|---|---|---|---|
| Nicholas Investment Partners, LP | 81,350 | $11.8M | 1.04% | 00.0% | Unchanged |
| Generali Asset Management SPA SGR | 81,272 | $11.8M | 0.30% | +81,272 | New |
| Goelzer Investment Management, Inc. | 81,211 | $11.8M | 0.68% | −1,538−1.9% | Reduced |
| New Mexico Educational Retirement Board | 81,116 | $11.7M | 0.39% | −2,700−3.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 80,998 | $11.7M | 0.06% | +16,298+25.2% | Added |
| Sowell Financial Services LLC | 80,436 | $11.7M | 0.61% | +202+0.3% | Added |
| Cornerstone Advisors, LLC | 80,400 | $11.6M | 0.46% | 00.0% | Unchanged |
| Adams Asset Advisors, LLC | 80,257 | $11.6M | 1.49% | 00.0% | Unchanged |
| Azimuth Capital Investment Management LLC | 80,241 | $11.6M | 0.45% | +1,514+1.9% | Added |
| Linscomb & Williams, Inc. | 80,195 | $11.6M | 0.58% | −452−0.6% | Reduced |
| Nicholas Company, Inc. | 80,025 | $11.6M | 0.19% | +3,280+4.3% | Added |
| Adams Diversified Equity Fund, Inc. | 79,900 | $11.6M | 0.44% | 00.0% | Unchanged |
| Barings LLC | 79,668 | $11.5M | 0.27% | −945−1.2% | Reduced |
| One Capital Management, LLC | 79,667 | $11.5M | 0.38% | −2,224−2.7% | Reduced |
| Soltis Investment Advisors LLC | 79,500 | $11.5M | 1.07% | +8,744+12.4% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 78,693 | $11.4M | 0.32% | −20,966−21.0% | Reduced |
| Alpha Cubed Investments, LLC | 77,906 | $11.3M | 0.52% | −45,817−37.0% | Reduced |
| Cheviot Value Management, LLC | 77,786 | $11.3M | 2.16% | +819+1.1% | Added |
| Dakota Wealth Management | 77,596 | $11.2M | 0.26% | −14,526−15.8% | Reduced |
| Burns J W & Co Inc | 77,215 | $11.2M | 1.43% | +2,724+3.7% | Added |
| Warren Averett Asset Management, LLC | 77,200 | $11.2M | 0.17% | +15,274+24.7% | Added |
| Visionary Wealth Advisors | 77,181 | $11.2M | 0.66% | +125+0.2% | Added |
| Northeast Financial Consultants Inc | 77,176 | $11.2M | 0.47% | −1,143−1.5% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 71,025 | $11.2M | 0.10% | −594−0.8% | Reduced |
| F/M Investments LLC | 76,748 | $11.1M | 0.41% | +13,379+21.1% | Added |
| Aptus Capital Advisors, LLC | 76,556 | $11.1M | 0.13% | +22,783+42.4% | Added |
| WealthPlan Investment Management, LLC | 76,218 | $11.0M | 1.09% | −2,205−2.8% | Reduced |
| Violich Capital Management, Inc. | 76,144 | $11.0M | 1.43% | −1,325−1.7% | Reduced |
| Allied Investment Advisors, LLC | 76,107 | $11.0M | 2.22% | +1,571+2.1% | Added |
| Crossmark Global Holdings, Inc. | 75,795 | $11.0M | 0.20% | −557−0.7% | Reduced |
| Stratos Wealth Partners, LTD. | 75,717 | $11.0M | 0.15% | +4,949+7.0% | Added |
| Capital Investment Counsel, LLC | 75,538 | $10.9M | 1.83% | +1,030+1.4% | Added |
| Alpha Omega Wealth Management LLC | 75,348 | $10.9M | 2.07% | +89+0.1% | Added |
| Crestwood Advisors Group LLC | 75,208 | $10.9M | 0.20% | −1,464−1.9% | Reduced |
| Hudson Bay Capital Management LP | 75,099 | $10.9M | 0.07% | +99+0.1% | Added |
| Bogart Wealth, LLC | 75,017 | $10.9M | 0.52% | −973−1.3% | Reduced |
| ARS Investment Partners, LLC | 74,318 | $10.8M | 0.97% | +2,447+3.4% | Added |
| TD Private Client Wealth LLC | 73,814 | $10.7M | 0.30% | +666+0.9% | Added |
| Spirit of America Management Corp | 73,490 | $10.6M | 2.16% | −7,100−8.8% | Reduced |
| DuPont Capital Management Corp | 73,155 | $10.6M | 0.99% | 00.0% | Unchanged |
| Foster Victor Wealth Advisors, LLC | 65,601 | $10.6M | 0.81% | +4,861+8.0% | Added |
| Meridian Wealth Management, LLC | 72,545 | $10.5M | 0.50% | −2,502−3.3% | Reduced |
| Moody Lynn & Lieberson, LLC | 72,504 | $10.5M | 0.64% | −1,483−2.0% | Reduced |
| Griffin Asset Management, Inc. | 72,475 | $10.5M | 1.23% | −484−0.7% | Reduced |
| Tokio Marine Asset Management Co Ltd | 72,120 | $10.4M | 0.37% | +1,295+1.8% | Added |
| Intact Investment Management Inc. | 72,000 | $10.4M | 0.36% | +2,550+3.7% | Added |
| Trust Co of Toledo NA | 71,892 | $10.4M | 1.37% | −236−0.3% | Reduced |
| Baldwin Brothers Inc | 71,879 | $10.4M | 0.72% | +3,962+5.8% | Added |
| Snowden Capital Advisors LLC | 71,789 | $10.4M | 0.32% | −297−0.4% | Reduced |
| Farther Finance Advisors, LLC | 71,752 | $10.4M | 0.38% | −1,886−2.6% | Reduced |
| Willis Investment Counsel | 71,612 | $10.4M | 0.68% | 00.0% | Unchanged |
| Guardian Partners Inc. | 68,856 | $10.3M | 1.05% | +68,856 | New |
| Galvin, Gaustad & Stein, LLC | 71,403 | $10.3M | 0.93% | +6,470+10.0% | Added |
| Regal Investment Advisors LLC | 70,323 | $10.2M | 0.77% | +12,599+21.8% | Added |
| Simplex Trading, LLC | 70,250 | $10.2M | 0.29% | +14,085+25.1% | Added |
| Tufton Capital Management | 70,065 | $10.1M | 1.92% | −206−0.3% | Reduced |
| LMG Wealth Partners, LLC | 70,047 | $10.1M | 2.21% | +1,943+2.9% | Added |
| Miracle Mile Advisors, LLC | 69,946 | $10.1M | 0.21% | +43,243+161.9% | Added |
| Fagan Associates, Inc. | 69,569 | $10.1M | 1.60% | −719−1.0% | Reduced |
| Colonial Trust Advisors | 69,227 | $10.0M | 0.89% | −2,749−3.8% | Reduced |
| Edge Capital Group, LLC | 69,191 | $10.0M | 0.45% | +2,689+4.0% | Added |
| KMG Fiduciary Partners, LLC | 68,478 | $9.92M | 0.82% | −504−0.7% | Reduced |
| Southeast Asset Advisors Inc. | 68,182 | $9.88M | 1.21% | −11,542−14.5% | Reduced |
| Stockman Wealth Management, Inc. | 68,064 | $9.86M | 1.54% | +2,607+4.0% | Added |
| Biondo Investment Advisors, LLC | 68,005 | $9.85M | 1.36% | +280+0.4% | Added |
| Canada Post Corp Registered Pension Plan | 67,970 | $9.84M | 0.58% | +67,970 | New |
| Skba Capital Management LLC | 67,725 | $9.81M | 1.55% | +1,200+1.8% | Added |
| Zions Bancorporation, N.A. | 67,516 | $9.78M | 0.62% | +22,198+49.0% | Added |
| EagleClaw Capital Managment, LLC | 67,490 | $9.78M | 1.55% | +235+0.3% | Added |
| EverSource Wealth Advisors, LLC | 67,141 | $9.72M | 0.55% | −105−0.2% | Reduced |
| Adell Harriman & Carpenter Inc | 67,010 | $9.71M | 0.68% | −957−1.4% | Reduced |
| LaFleur & Godfrey LLC | 66,900 | $9.69M | 1.33% | −3,693−5.2% | Reduced |
| Dearborn Partners LLC | 66,705 | $9.66M | 0.40% | −352−0.5% | Reduced |
| Fred Alger Management, LLC | 66,607 | $9.65M | 0.05% | +1,281+2.0% | Added |
| Live Oak Private Wealth LLC | 66,379 | $9.61M | 1.62% | −608−0.9% | Reduced |
| Cutler Investment Counsel LLC | 66,375 | $9.61M | 1.20% | −809−1.2% | Reduced |
| Connors Investor Services Inc | 66,276 | $9.60M | 0.90% | +11,617+21.3% | Added |
| Baxter Bros Inc | 66,268 | $9.60M | 1.26% | +881+1.3% | Added |
| HighPoint Advisor Group LLC | 62,080 | $9.60M | 0.52% | +1,386+2.3% | Added |
| Profund Advisors LLC | 65,850 | $9.54M | 0.35% | −12,204−15.6% | Reduced |
| Equitable Holdings, Inc. | 65,597 | $9.50M | 0.09% | −9,719−12.9% | Reduced |
| Hennessy Advisors Inc | 65,432 | $9.48M | 0.28% | −1,950−2.9% | Reduced |
| MainStreet Investment Advisors LLC | 65,414 | $9.47M | 1.33% | −1,393−2.1% | Reduced |
| Dean Investment Associates, LLC | 65,320 | $9.46M | 1.35% | +1,327+2.1% | Added |
| Axxcess Wealth Management, LLC | 65,179 | $9.44M | 0.23% | −1,154−1.7% | Reduced |
| CAPROCK Group, Inc. | 64,853 | $9.39M | 0.31% | +2,533+4.1% | Added |
| Allianz SE | 65,483 | $9.37M | 0.24% | +1,020+1.6% | Added |
| Pensionmark Financial Group, LLC | 64,389 | $9.33M | 0.26% | +16,846+35.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 64,323 | $9.32M | 0.04% | −181,154−73.8% | Reduced |
| Coldstream Capital Management Inc | 64,248 | $9.31M | 0.20% | −1,506−2.3% | Reduced |
| Marathon Capital Management | 63,919 | $9.26M | 2.31% | +34+0.1% | Added |
| Laffer Tengler Investments | 63,843 | $9.25M | 1.82% | −4,810−7.0% | Reduced |
| Motco | 63,728 | $9.23M | 0.95% | +51+0.1% | Added |
| Cary Street Partners Financial LLC | 63,672 | $9.22M | 0.30% | +63,672 | New |
| Novare Capital Management LLC | 63,514 | $9.20M | 0.77% | −1,797−2.8% | Reduced |
| Oak Harvest Investment Services | 63,391 | $9.18M | 1.28% | −18,389−22.5% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 63,389 | $9.18M | 1.89% | +6,149+10.7% | Added |
| Wealthspire Advisors, LLC | 63,125 | $9.14M | 0.09% | −3,431−5.2% | Reduced |
| Advocate Group LLC | 62,778 | $9.09M | 1.71% | +2,204+3.6% | Added |
| Kovack Advisors, Inc. | 62,766 | $9.09M | 0.89% | −2,814−4.3% | Reduced |