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 |
|---|---|---|---|---|---|
| Fort Sheridan Advisors LLC | 48,698 | $7.05M | 1.03% | +1,208+2.5% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 48,683 | $7.05M | 0.74% | +982+2.1% | Added |
| Cornerstone Wealth Group, LLC | 48,629 | $7.04M | 0.58% | +1,648+3.5% | Added |
| James Investment Research Inc | 48,449 | $7.02M | 0.84% | −520−1.1% | Reduced |
| Jamison Private Wealth Management, Inc. | 48,411 | $7.01M | 1.04% | +9,342+23.9% | Added |
| PFG Investments, LLC | 48,401 | $7.01M | 0.44% | −556−1.1% | Reduced |
| Rowland & Co Investment Counsel | 48,334 | $7.00M | 1.46% | +2,111+4.6% | Added |
| Legacy Private Trust Co. | 48,272 | $6.99M | 0.46% | −920−1.9% | Reduced |
| Harbor Capital Advisors, Inc. | 47,839 | $6.93M | 0.30% | +1,161+2.5% | Added |
| Lyell Wealth Management, LP | 47,753 | $6.92M | 0.62% | −4,356−8.4% | Reduced |
| RFG Advisory, LLC | 47,712 | $6.91M | 0.20% | +7,339+18.2% | Added |
| Howe & Rusling Inc | 47,596 | $6.89M | 0.59% | −2,189−4.4% | Reduced |
| Hamel Associates, Inc. | 47,481 | $6.88M | 2.21% | +85+0.2% | Added |
| Puzo Michael J | 47,405 | $6.87M | 1.92% | −3,098−6.1% | Reduced |
| BKD Wealth Advisors, LLC | 47,002 | $6.81M | 0.16% | −1,906−3.9% | Reduced |
| Community Bank & Trust, Waco, Texas | 46,986 | $6.80M | 1.58% | −171−0.4% | Reduced |
| Advanced Asset Management Advisors Inc | 46,715 | $6.77M | 1.77% | −111−0.2% | Reduced |
| Strategy Asset Managers LLC | 46,498 | $6.73M | 1.31% | −2,040−4.2% | Reduced |
| Ibex Wealth Advisors | 46,424 | $6.72M | 0.79% | −12,225−20.8% | Reduced |
| Campbell Capital Management Inc | 46,284 | $6.70M | 2.62% | −374−0.8% | Reduced |
| Farmers National Bank | 46,262 | $6.70M | 1.95% | +46,262 | New |
| Montgomery Investment Management Inc | 46,173 | $6.69M | 2.63% | −200−0.4% | Reduced |
| Cypress Capital Group | 45,876 | $6.64M | 0.82% | −5,204−10.2% | Reduced |
| FLC Capital Advisors | 45,788 | $6.63M | 1.53% | −1,234−2.6% | Reduced |
| Beacon Investment Advisory Services, Inc. | 45,704 | $6.62M | 0.29% | −3,347−6.8% | Reduced |
| Core Alternative Capital | 45,495 | $6.59M | 1.38% | −2,731−5.7% | Reduced |
| Montag A & Associates Inc | 45,447 | $6.58M | 0.31% | −2,859−5.9% | Reduced |
| XML Financial, LLC | 45,436 | $6.58M | 0.60% | +255+0.6% | Added |
| J.W. Cole Advisors, Inc. | 45,375 | $6.57M | 0.27% | −339−0.7% | Reduced |
| Fruth Investment Management | 45,366 | $6.57M | 1.81% | −839−1.8% | Reduced |
| Wallace Advisory Group, LLC | 44,549 | $6.56M | 4.53% | +310+0.7% | Added |
| Level Four Advisory Services, LLC | 45,171 | $6.54M | 0.27% | −3,509−7.2% | Reduced |
| CCM Investment Group, LLC | 45,682 | $6.54M | 0.71% | +45,682 | New |
| Interval Partners, LP | 44,927 | $6.51M | 0.17% | −25,118−35.9% | Reduced |
| Schnieders Capital Management LLC | 44,905 | $6.50M | 1.29% | +1,570+3.6% | Added |
| Camden National Bank | 44,878 | $6.50M | 0.97% | −364−0.8% | Reduced |
| GWN Securities Inc. | 41,754 | $6.49M | 1.74% | +41,754 | New |
| Steel Peak Wealth Management LLC | 44,797 | $6.49M | 0.27% | −34,836−43.7% | Reduced |
| Atom Investors LP | 44,780 | $6.49M | 0.81% | +42,333+1,730.0% | Added |
| Windle Wealth, LLC | 44,752 | $6.48M | 3.58% | +824+1.9% | Added |
| Compass Wealth Management LLC | 44,671 | $6.47M | 1.56% | +1,030+2.4% | Added |
| Confluence Wealth Services, Inc. | 41,435 | $6.46M | 0.42% | +3,407+9.0% | Added |
| First Manhattan Co | 42,442 | $6.44M | 0.02% | +3,091+7.9% | Added |
| GLOBALT Investments LLC | 44,332 | $6.42M | 0.25% | −727−1.6% | Reduced |
| Thoroughbred Financial Services, LLC | 44,251 | $6.41M | 0.39% | −1,941−4.2% | Reduced |
| Iowa State Bank | 44,118 | $6.39M | 1.33% | −814−1.8% | Reduced |
| Buckhead Capital Management LLC | 44,081 | $6.38M | 2.04% | −432−1.0% | Reduced |
| Hollow Brook Wealth Management LLC | 43,928 | $6.36M | 1.95% | −4,725−9.7% | Reduced |
| Dudley Capital Management, LLC | 43,920 | $6.36M | 3.26% | +388+0.9% | Added |
| CWA Asset Management Group, LLC | 43,916 | $6.36M | 0.32% | −253−0.6% | Reduced |
| Asset Planning Services Inc | 43,865 | $6.35M | 3.10% | +100+0.2% | Added |
| Shell Asset Management Co | 43,764 | $6.34M | 0.28% | −497−1.1% | Reduced |
| Valeo Financial Advisors, LLC | 43,716 | $6.33M | 0.18% | −1,232−2.7% | Reduced |
| Evoke Wealth, LLC | 43,672 | $6.33M | 0.18% | +2,428+5.9% | Added |
| 1st Source Bank | 43,610 | $6.32M | 0.36% | −155−0.4% | Reduced |
| First Financial Bank - Trust Division | 43,573 | $6.31M | 0.59% | −16,526−27.5% | Reduced |
| Hourglass Capital, LLC | 43,539 | $6.31M | 1.74% | +1,905+4.6% | Added |
| Bearing Point Capital, LLC | 43,390 | $6.28M | 1.31% | +43,390 | New |
| Amica Mutual Insurance Co | 43,277 | $6.27M | 0.64% | −3,818−8.1% | Reduced |
| 1832 Asset Management L.P. | 43,103 | $6.24M | 0.01% | +18,415+74.6% | Added |
| Plato Investment Management Ltd | 42,935 | $6.24M | 0.46% | −771−1.8% | Reduced |
| Wahed Invest LLC | 43,068 | $6.24M | 1.04% | +1,565+3.8% | Added |
| Cohen Klingenstein LLC | 43,000 | $6.23M | 0.21% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 42,994 | $6.23M | 0.14% | −2,291−5.1% | Reduced |
| Somerville Kurt F | 42,882 | $6.21M | 1.04% | +460+1.1% | Added |
| Capital Analysts, LLC | 42,774 | $6.20M | 0.25% | +20.0% | Added |
| Independence Bank of Kentucky | 42,371 | $6.14M | 0.94% | +3,065+7.8% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 42,206 | $6.11M | 1.42% | +1,724+4.3% | Added |
| Quotient Wealth Partners, LLC | 41,928 | $6.07M | 0.20% | −1,359−3.1% | Reduced |
| Financial & Tax Architects, LLC | 41,920 | $6.07M | 1.55% | +3,132+8.1% | Added |
| FineMark National Bank & Trust | 41,917 | $6.07M | 0.21% | −432−1.0% | Reduced |
| Warren Street Wealth Advisors, LLC | 41,913 | $6.07M | 2.49% | −2,531−5.7% | Reduced |
| Boothe Investment Group, Inc. | 41,746 | $6.05M | 2.63% | +2,394+6.1% | Added |
| B. Metzler seel. Sohn & Co. AG | 41,737 | $6.04M | 0.06% | −32,685−43.9% | Reduced |
| JPL Wealth Management, LLC | 41,694 | $6.04M | 1.73% | +41,694 | New |
| Spire Wealth Management | 41,692 | $6.04M | 0.19% | +11,448+37.9% | Added |
| Avidian Wealth Solutions, LLC | 41,562 | $6.02M | 0.27% | +82+0.2% | Added |
| Sage Capital Advisors,llc | 41,502 | $6.01M | 1.56% | +483+1.2% | Added |
| Thompson Investment Management, Inc. | 41,461 | $6.01M | 0.86% | +877+2.2% | Added |
| Alaska Permanent Fund Corp | 41,445 | $6.00M | 0.09% | 00.0% | Unchanged |
| Ipswich Investment Management Co., Inc. | 41,407 | $6.00M | 1.44% | +176+0.4% | Added |
| Graves-Light Private Wealth Management, Inc. | 41,318 | $5.98M | 0.74% | +417+1.0% | Added |
| InvesTrust | 41,282 | $5.95M | 1.65% | +41,282 | New |
| White Pine Investment CO | 40,973 | $5.93M | 1.60% | +1,560+4.0% | Added |
| Penobscot Investment Management Company, Inc. | 40,863 | $5.92M | 0.54% | −2,597−6.0% | Reduced |
| WoodTrust Financial Corp | 40,856 | $5.92M | 0.83% | −1,088−2.6% | Reduced |
| Marietta Wealth Management, LLC | 40,806 | $5.91M | 0.85% | +322+0.8% | Added |
| Anchor Investment Management, LLC | 40,794 | $5.91M | 0.55% | −5,556−12.0% | Reduced |
| Essential Planning, LLC. | 38,597 | $5.90M | 0.04% | +38,597 | New |
| Chelsea Counsel Co | 40,662 | $5.89M | 3.04% | −1,000−2.4% | Reduced |
| Easterly Investment Partners LLC | 40,606 | $5.88M | 0.46% | −10,665−20.8% | Reduced |
| Colonial Trust Co | 40,540 | $5.87M | 0.87% | +3,216+8.6% | Added |
| Perkins Coie Trust Co | 40,442 | $5.86M | 1.29% | −826−2.0% | Reduced |
| Ronald Blue Trust, Inc. | 40,351 | $5.84M | 0.07% | −1,363−3.3% | Reduced |
| McGowan Group Asset Management, Inc. | 40,313 | $5.84M | 0.78% | +52+0.1% | Added |
| Monte Financial Group, LLC | 40,086 | $5.81M | 2.49% | +124+0.3% | Added |
| Capricorn Fund Managers Ltd | 40,516 | $5.80M | 2.58% | −99−0.2% | Reduced |
| BancorpSouth Bank | 39,960 | $5.79M | 0.39% | −2,304−5.5% | Reduced |
| NorthRock Partners, LLC | 39,959 | $5.79M | 0.19% | −35−0.1% | Reduced |
| Wills Financial Group, Inc. | 39,871 | $5.77M | 2.49% | +1,867+4.9% | Added |