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 |
|---|---|---|---|---|---|
| Bard Financial Services, Inc. | 62,735 | $9.09M | 1.09% | +200+0.3% | Added |
| Mechanics Bank Trust Department | 62,722 | $9.08M | 1.21% | −279−0.4% | Reduced |
| Bleakley Financial Group, LLC | 62,629 | $9.07M | 0.27% | +3,503+5.9% | Added |
| GFS Advisors, LLC | 62,526 | $9.06M | 1.38% | +1,582+2.6% | Added |
| Neville Rodie & Shaw Inc | 62,404 | $9.04M | 0.66% | +1,767+2.9% | Added |
| Integrated Advisors Network LLC | 62,279 | $9.02M | 0.43% | −2,501−3.9% | Reduced |
| Grimes & Company, Inc. | 62,104 | $9.00M | 0.26% | +2,511+4.2% | Added |
| Culbertson A N & Co Inc | 62,087 | $8.99M | 1.43% | +4,475+7.8% | Added |
| Union Bancaire Privee, UBP SA | 66,086 | $8.95M | 0.16% | +66,086 | New |
| Courier Capital LLC | 61,770 | $8.95M | 0.62% | −3,219−5.0% | Reduced |
| Citizens Financial Group Inc | 61,558 | $8.92M | 0.17% | +5,822+10.4% | Added |
| Peddock Capital Advisors, LLC | 61,455 | $8.90M | 2.13% | −70−0.1% | Reduced |
| Hendley & Co Inc | 61,289 | $8.88M | 3.11% | −5,525−8.3% | Reduced |
| LVM Capital Management Ltd | 61,210 | $8.87M | 0.95% | −40,568−39.9% | Reduced |
| Greenleaf Trust | 60,910 | $8.82M | 0.08% | +625+1.0% | Added |
| Sand Hill Global Advisors, LLC | 60,905 | $8.82M | 0.37% | −1,091−1.8% | Reduced |
| Resources Investment Advisors, LLC. | 60,433 | $8.75M | 0.10% | −3,772−5.9% | Reduced |
| Klingenstein Fields & Co LP | 60,359 | $8.74M | 0.35% | +487+0.8% | Added |
| Empirical Finance, LLC | 60,195 | $8.72M | 0.50% | −870−1.4% | Reduced |
| AMG National Trust Bank | 60,372 | $8.68M | 0.24% | +21,685+56.1% | Added |
| Caldwell Trust Co | 59,867 | $8.67M | 0.91% | −3,043−4.8% | Reduced |
| Panagora Asset Management Inc | 59,409 | $8.60M | 0.04% | +26,440+80.2% | Added |
| Tower Bridge Advisors | 59,279 | $8.59M | 0.91% | −875−1.5% | Reduced |
| Stokes Family Office, LLC | 58,941 | $8.54M | 0.91% | −316−0.5% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 68,105 | $8.51M | 1.48% | +17,746+35.2% | Added |
| Freestone Capital Holdings, LLC | 58,595 | $8.49M | 0.29% | +110.0% | Added |
| Patten & Patten Inc | 58,412 | $8.46M | 0.56% | −1,697−2.8% | Reduced |
| Covington Investment Advisors Inc. | 58,352 | $8.45M | 1.27% | −1,880−3.1% | Reduced |
| Alerus Financial NA | 58,289 | $8.44M | 0.65% | +664+1.2% | Added |
| Intech Investment Management LLC | 57,858 | $8.38M | 0.08% | −14,810−20.4% | Reduced |
| Avantax Planning Partners, Inc. | 57,810 | $8.37M | 0.30% | +375+0.7% | Added |
| Petredis Investment Advisors LLC | 57,381 | $8.31M | 0.86% | −1,210−2.1% | Reduced |
| CX Institutional | 57,357 | $8.31M | 0.33% | +11,176+24.2% | Added |
| NewEdge Wealth, LLC | 57,277 | $8.30M | 0.14% | +1,153+2.1% | Added |
| Aquatic Capital Management LLC | 57,077 | $8.27M | 0.22% | −196,223−77.5% | Reduced |
| Spinnaker Trust | 56,926 | $8.25M | 0.52% | +120.0% | Added |
| Man Group plc | 56,857 | $8.24M | 0.03% | +11,613+25.7% | Added |
| Sigma Planning Corp | 56,810 | $8.23M | 0.26% | +6,515+13.0% | Added |
| Headlands Technologies LLC | 56,780 | $8.22M | 0.83% | +56,780 | New |
| Global Retirement Partners, LLC | 56,615 | $8.20M | 0.23% | −150.0% | Reduced |
| Sky Investment Group LLC | 56,299 | $8.15M | 1.49% | +221+0.4% | Added |
| Greystone Financial Group, LLC | 56,285 | $8.15M | 1.42% | +1,609+2.9% | Added |
| Grassi Investment Management | 55,996 | $8.11M | 0.69% | 00.0% | Unchanged |
| Parr McKnight Wealth Management Group, LLC | 55,839 | $8.09M | 1.16% | +55,839 | New |
| Valicenti Advisory Services Inc | 55,769 | $8.08M | 2.01% | −969−1.7% | Reduced |
| Scotia Capital Inc. | 55,561 | $8.05M | 0.04% | −34,553−38.3% | Reduced |
| Old National Bancorp | 55,459 | $8.03M | 0.19% | −11,943−17.7% | Reduced |
| Pine Valley Investments Ltd Liability Co | 55,448 | $8.03M | 0.53% | +7,221+15.0% | Added |
| Meridian Investment Counsel Inc. | 55,315 | $8.01M | 2.39% | −100−0.2% | Reduced |
| Cherokee Insurance Co | 55,299 | $8.01M | 3.63% | +55,299 | New |
| Leavell Investment Management, Inc. | 55,043 | $7.97M | 0.39% | −2,183−3.8% | Reduced |
| Means Investment Co., Inc. | 54,765 | $7.93M | 0.83% | +92+0.2% | Added |
| Resources Management Corp | 54,694 | $7.92M | 1.08% | −276−0.5% | Reduced |
| Ingalls & Snyder LLC | 54,655 | $7.92M | 0.31% | −1,199−2.1% | Reduced |
| Synergy Financial Management, LLC | 53,895 | $7.91M | 0.61% | +5,018+10.3% | Added |
| Ameritas Investment Partners, Inc. | 54,280 | $7.86M | 0.26% | −1,454−2.6% | Reduced |
| Red Door Wealth Management, LLC | 54,258 | $7.86M | 1.20% | −8,649−13.7% | Reduced |
| Inspire Trust Co, N.A. | 54,200 | $7.85M | 2.01% | +3,332+6.6% | Added |
| HTLF Bank | 53,834 | $7.80M | 0.88% | −449−0.8% | Reduced |
| Morgan Dempsey Capital Management LLC | 53,800 | $7.79M | 3.14% | −5,180−8.8% | Reduced |
| Shorepoint Capital Partners LLC | 53,720 | $7.78M | 1.78% | +809+1.5% | Added |
| Lynch & Associates | 53,678 | $7.77M | 1.69% | +1,206+2.3% | Added |
| IFP Advisors, Inc | 53,671 | $7.77M | 0.25% | +4,645+9.5% | Added |
| Buckingham Strategic Partners | 53,632 | $7.77M | 0.13% | +10,642+24.8% | Added |
| Lighthouse Investment Partners, LLC | 53,444 | $7.74M | 0.30% | +53,444 | New |
| Parcion Private Wealth LLC | 53,376 | $7.73M | 0.59% | +1,203+2.3% | Added |
| Pioneer Trust Bank N A | 53,205 | $7.71M | 1.94% | −4,125−7.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 53,065 | $7.69M | 0.17% | −843−1.6% | Reduced |
| Vista Investment Partners LLC | 52,882 | $7.66M | 2.39% | −229−0.4% | Reduced |
| Fulton Bank, N.A. | 52,878 | $7.66M | 0.30% | +2,909+5.8% | Added |
| PKO Investment Management Joint-Stock Co | 52,873 | $7.66M | 0.95% | −16,300−23.6% | Reduced |
| Bell Bank | 52,851 | $7.65M | 0.57% | +7,661+17.0% | Added |
| Reuter James Wealth Management, LLC | 52,776 | $7.64M | 1.42% | +764+1.5% | Added |
| Gladstone Institutional Advisory LLC | 52,625 | $7.62M | 0.35% | +3,384+6.9% | Added |
| Spirepoint Private Client, LLC | 52,527 | $7.61M | 0.95% | +4,086+8.4% | Added |
| Crestline Management, LP | 52,327 | $7.58M | 0.26% | +37,528+253.6% | Added |
| Stolper Co | 52,295 | $7.57M | 2.52% | +726+1.4% | Added |
| Rodgers Brothers Inc. | 51,805 | $7.50M | 0.98% | +768+1.5% | Added |
| Allstate Corp | 51,794 | $7.50M | 0.22% | +50,177+3,103.1% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 51,789 | $7.50M | 0.20% | −1,057−2.0% | Reduced |
| Principal Securities, Inc. | 51,630 | $7.48M | 0.17% | +5,202+11.2% | Added |
| CTC LLC | 51,584 | $7.47M | 0.75% | −5,839−10.2% | Reduced |
| Citizens National Bank Trust Department | 51,351 | $7.44M | 1.57% | −198−0.4% | Reduced |
| Canandaigua National Bank & Trust Co | 51,310 | $7.43M | 0.73% | −5,083−9.0% | Reduced |
| Dupree Financial Group, LLC | 51,169 | $7.41M | 3.39% | +371+0.7% | Added |
| Birmingham Capital Management Co Inc | 50,822 | $7.36M | 2.73% | −4,250−7.7% | Reduced |
| Patton Albertson Miller Group, LLC | 50,532 | $7.32M | 0.98% | +1,573+3.2% | Added |
| Phoenix Holdings Ltd. | 50,358 | $7.29M | 0.10% | −10,409−17.1% | Reduced |
| Pettyjohn, Wood & White, Inc | 50,205 | $7.27M | 1.33% | +393+0.8% | Added |
| Essex Financial Services, Inc. | 50,088 | $7.25M | 0.51% | +654+1.3% | Added |
| Hamilton Capital Partners Inc. | 49,970 | $7.24M | 0.54% | +10,591+26.9% | Added |
| Thomas Story & Son LLC | 49,800 | $7.21M | 3.02% | +15,080+43.4% | Added |
| Eagle Rock Investment Company, LLC | 49,798 | $7.21M | 1.20% | +2,714+5.8% | Added |
| StoneX Group Inc. | 49,673 | $7.19M | 0.40% | +9,705+24.3% | Added |
| Cape Cod Five Cents Savings Bank | 48,721 | $7.18M | 0.64% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 49,349 | $7.15M | 0.65% | −910−1.8% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 49,173 | $7.12M | 0.48% | +33,541+214.6% | Added |
| Terry L. Blaker | 49,022 | $7.10M | 0.27% | −1,001−2.0% | Reduced |
| TCTC Holdings, LLC | 48,980 | $7.09M | 0.25% | −100.0% | Reduced |
| Woodstock Corp | 48,914 | $7.08M | 0.68% | −2,054−4.0% | Reduced |