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, Q1 2025
Institutional positions in Chevron Corp as of Mar 31, 2025. 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
- 3,825
- +124 vs. Q4 2024
- Shares held
- 1.33B
- +3.90M (+0.3%) vs. Q4 2024
- Total value
- $222.9B
- +$30.2B (+15.7%) vs. Q4 2024
- New holders
- 259
- 1,693 more added
- Sold out
- 135
- 1,521 more reduced
63 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Chevron Corp; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Financial Advisory Corp | 2,715 | $454.0K | 0.15% | +199+7.9% | Added |
| Parisi Gray Wealth Management | 2,719 | $454.9K | 0.15% | +284+11.7% | Added |
| Greenwich Wealth Management LLC | 2,718 | $455.0K | 0.03% | −653−19.4% | Reduced |
| Prelude Capital Management, LLC | 2,720 | $455.0K | 0.05% | +213+8.5% | Added |
| McHugh Group, LLC | 2,725 | $455.9K | 0.34% | 00.0% | Unchanged |
| Washburn Capital Management, Inc. | 2,726 | $456.0K | 0.30% | −172−5.9% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 2,734 | $457.4K | 0.32% | 00.0% | Unchanged |
| Warther Private Wealth, LLC | 2,735 | $457.5K | 0.15% | +46+1.7% | Added |
| Solidarilty Wealth, LLC | 2,736 | $457.7K | 0.11% | 00.0% | Unchanged |
| Granite Harbor Advisors, Inc. | 2,739 | $458.2K | 0.24% | −350−11.3% | Reduced |
| Family Firm, Inc. | 2,745 | $459.2K | 0.10% | +24+0.9% | Added |
| Hamilton Capital Partners, LLC | 2,750 | $460.0K | 0.29% | 00.0% | Unchanged |
| B.O.S.S. Retirement Advisors, LLC | 2,754 | $460.8K | 0.13% | −411−13.0% | Reduced |
| Salomon & Ludwin, LLC | 2,772 | $463.7K | 0.05% | +169+6.5% | Added |
| Synergy Financial Group, LTD | 2,772 | $463.7K | 0.42% | +1,068+62.7% | Added |
| Loomis Sayles & Co L P | 2,774 | $464.0K | 0.00% | +922+49.8% | Added |
| ZEGA Investments, LLC | 2,774 | $464.1K | 0.14% | +31+1.1% | Added |
| Nicholson Wealth Management Group, LLC | 2,782 | $465.4K | 0.31% | −17−0.6% | Reduced |
| Carolinas Wealth Consulting LLC | 2,790 | $466.7K | 0.10% | −969−25.8% | Reduced |
| MN Wealth Advisors, LLC | 2,790 | $466.8K | 0.27% | +121+4.5% | Added |
| Lifeworks Advisors, LLC | 2,805 | $469.2K | 0.08% | +305+12.2% | Added |
| Cahill Financial Advisors Inc | 2,808 | $469.7K | 0.06% | 00.0% | Unchanged |
| Traveka Wealth, LLC | 2,813 | $470.5K | 0.26% | +249+9.7% | Added |
| UMA Financial Services, Inc. | 2,814 | $470.7K | 0.08% | +12+0.4% | Added |
| MKT Advisors LLC | 3,361 | $471.0K | 0.22% | −15−0.4% | Reduced |
| Atwater Malick LLC | 2,818 | $471.4K | 0.16% | +63+2.3% | Added |
| Sherbrooke Park Advisers LLC | 2,818 | $471.4K | 0.22% | +131+4.9% | Added |
| Apollon Financial, LLC | 2,820 | $471.8K | 0.11% | +4+0.1% | Added |
| Holos Integrated Wealth LLC | 2,822 | $472.1K | 0.31% | 00.0% | Unchanged |
| Balanced Wealth Group LLC | 2,826 | $472.8K | 0.23% | +30+1.1% | Added |
| Accelerate Investment Advisors LLC | 2,833 | $474.0K | 0.40% | +307+12.2% | Added |
| Leigh Baldwin & Co., LLC | 2,839 | $475.0K | 0.38% | −487−14.6% | Reduced |
| TFB Advisors LLC | 2,844 | $475.8K | 0.14% | +4+0.1% | Added |
| Morris Retirement Advisors, LLC | 2,845 | $476.0K | 0.25% | +172+6.4% | Added |
| Lane & Associates LLC | 2,851 | $477.0K | 0.26% | +20+0.7% | Added |
| Vision Financial Markets LLC | 2,852 | $477.0K | 0.52% | +157+5.8% | Added |
| Eagle Harbor Asset Management Inc | 2,857 | $477.9K | 0.48% | −194−6.4% | Reduced |
| Aufman Associates Inc | 2,862 | $478.8K | 0.33% | +39+1.4% | Added |
| Mustard Seed Financial, LLC | 2,862 | $478.8K | 0.39% | −1,000−25.9% | Reduced |
| CJM Wealth Advisers, Ltd. | 2,862 | $478.8K | 0.17% | −39−1.3% | Reduced |
| New England Capital Financial Advisors LLC | 2,863 | $478.9K | 0.24% | +4+0.1% | Added |
| Wilson & Boucher Capital Management, LLC | 2,865 | $479.3K | 0.36% | −600−17.3% | Reduced |
| RTD Financial Advisors, Inc. | 2,872 | $480.4K | 0.06% | +61+2.2% | Added |
| First Dallas Securities Inc. | 2,874 | $481.0K | 0.20% | +29+1.0% | Added |
| First National Bank | 2,880 | $481.8K | 0.31% | +343+13.5% | Added |
| Compton Financial Group, LLC | 2,887 | $483.0K | 0.14% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 2,890 | $483.5K | 0.01% | −52−1.8% | Reduced |
| Boothbay Fund Management, LLC | 2,891 | $483.6K | 0.02% | +2,891 | New |
| Spartan Planning & Wealth Management | 2,891 | $483.6K | 0.47% | +2,891 | New |
| SkyView Investment Advisors, LLC | 2,893 | $484.0K | 0.07% | +2,893 | New |
| Sovereign Financial Group, Inc. | 2,895 | $484.4K | 0.11% | +207+7.7% | Added |
| Ritter Daniher Financial Advisory LLC | 2,897 | $484.6K | 0.13% | −125−4.1% | Reduced |
| Asset Allocation & Management Company, LLC | 2,900 | $485.0K | 0.25% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 2,900 | $485.1K | 0.58% | +2,900 | New |
| Summit Financial Strategies, Inc. | 2,908 | $486.5K | 0.05% | +296+11.3% | Added |
| Legacy Capital Group California, Inc. | 2,908 | $486.5K | 0.17% | −17−0.6% | Reduced |
| Asset Advisors Investment Management, LLC | 2,910 | $486.8K | 0.05% | +111+4.0% | Added |
| Montz Harcus Wealth Management LLC | 2,923 | $489.0K | 0.27% | +8+0.3% | Added |
| Taylor Hoffman Capital Management LLC | 2,912 | $490.7K | 0.18% | +270+10.2% | Added |
| Schubert & Co | 2,933 | $490.7K | 0.34% | +133+4.8% | Added |
| Blue Edge Capital, LLC | 2,936 | $491.2K | 0.08% | +43+1.5% | Added |
| Koss-Olinger Consulting, LLC | 2,940 | $492.0K | 0.04% | +2,940 | New |
| Campbell Deegan Wealth Management, LLC | 2,944 | $492.5K | 0.57% | −276−8.6% | Reduced |
| Verum Partners LLC | 2,945 | $492.7K | 0.13% | +222+8.2% | Added |
| HFR Wealth Management, LLC | 2,950 | $493.5K | 0.12% | −180−5.8% | Reduced |
| Reliant Investment Partners, LLC | 2,955 | $494.4K | 0.50% | +10.0% | Added |
| American Alpha Advisors, LLC | 2,960 | $495.2K | 0.44% | −111−3.6% | Reduced |
| Xcel Wealth Management, LLC | 2,963 | $495.7K | 0.15% | −300−9.2% | Reduced |
| Hara Capital LLC | 2,966 | $496.2K | 0.34% | −90−2.9% | Reduced |
| Redwood Financial Network Corp | 2,966 | $496.2K | 0.38% | −644−17.8% | Reduced |
| Cabot Wealth Management Inc | 2,968 | $496.5K | 0.06% | 00.0% | Unchanged |
| Ledgewood Wealth Advisors, LLC | 2,968 | $496.5K | 0.32% | 00.0% | Unchanged |
| Yoffe Investment Management, LLC | 2,971 | $497.2K | 0.73% | 00.0% | Unchanged |
| Summit Global Investments | 2,982 | $499.0K | 0.04% | −829−21.8% | Reduced |
| MinichMacGregor Wealth Management, LLC | 2,984 | $499.2K | 0.11% | −16−0.5% | Reduced |
| Sprott Inc. | 2,985 | $499.4K | 0.03% | 00.0% | Unchanged |
| Barnes Pettey Financial Advisors, LLC | 2,987 | $499.7K | 0.39% | −18−0.6% | Reduced |
| Teamwork Financial Advisors, LLC | 2,990 | $500.3K | 0.07% | −64−2.1% | Reduced |
| Ashford Capital Management Inc | 2,996 | $501.2K | 0.06% | 00.0% | Unchanged |
| JT Stratford LLC | 2,997 | $501.4K | 0.09% | +445+17.4% | Added |
| Capasso Planning Partners LLC | 3,006 | $502.9K | 0.21% | −421−12.3% | Reduced |
| Sunbeam Capital Management, LLC | 3,008 | $503.2K | 0.48% | +73+2.5% | Added |
| Summitry LLC | 3,009 | $503.3K | 0.03% | −178−5.6% | Reduced |
| Better Money Decisions, LLC | 3,011 | $503.7K | 0.34% | −170−5.3% | Reduced |
| Kingdom Financial Group LLC. | 3,012 | $503.9K | 0.37% | 00.0% | Unchanged |
| Novem Group | 3,017 | $504.6K | 0.07% | −4,796−61.4% | Reduced |
| Wisconsin Wealth Advisors, LLC | 3,017 | $504.7K | 0.72% | −104−3.3% | Reduced |
| Pettinga Financial Advisors, LLC | 3,025 | $506.0K | 0.12% | +52+1.7% | Added |
| Kelly Financial Services LLC | 3,029 | $506.8K | 0.18% | +70+2.4% | Added |
| Capstone Wealth Management Group LLC | 3,031 | $507.1K | 0.40% | 00.0% | Unchanged |
| Canandaigua National Trust Co of Florida | 3,032 | $507.2K | 0.45% | −383−11.2% | Reduced |
| Warwick Investment Management, Inc. | 3,033 | $507.4K | 0.11% | +3,033 | New |
| W Advisors, LLC | 3,037 | $508.1K | 0.32% | −95−3.0% | Reduced |
| Clare Market Investments LLC | 3,041 | $508.7K | 0.13% | −574−15.9% | Reduced |
| Tortoise Investment Management, LLC | 3,044 | $509.3K | 0.05% | −57−1.8% | Reduced |
| Planning Alternatives Ltd | 3,048 | $509.8K | 0.08% | +1,285+72.9% | Added |
| Avant Capital LLC | 3,049 | $510.0K | 0.42% | +29+1.0% | Added |
| Headlands Technologies LLC | 3,054 | $510.9K | 0.06% | −53,726−94.6% | Reduced |
| Birchbrook, Inc. | 3,058 | $511.6K | 0.29% | −124−3.9% | Reduced |
| Academy Capital Management Inc | 3,062 | $512.2K | 0.09% | 00.0% | Unchanged |