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 |
|---|---|---|---|---|---|
| Lewis Asset Management, LLC | 3,063 | $512.4K | 0.42% | +483+18.7% | Added |
| Pandora Wealth, Inc. | 3,065 | $512.7K | 0.34% | +3,065 | New |
| Elmwood Wealth Management, Inc. | 3,068 | $513.3K | 0.21% | −350−10.2% | Reduced |
| Chatham Capital Group, Inc. | 3,069 | $513.4K | 0.09% | +12+0.4% | Added |
| Oakwell Private Wealth Management, LLC | 3,074 | $514.2K | 0.14% | +212+7.4% | Added |
| Catalina Capital Group, LLC | 3,076 | $514.6K | 0.34% | −4,160−57.5% | Reduced |
| Bremer Bank National Association | 3,076 | $514.6K | 0.09% | −192−5.9% | Reduced |
| Legacy Financial Group, Inc. | 3,085 | $516.0K | 0.17% | −26−0.8% | Reduced |
| Kagan Cocozza Asset Management | 3,085 | $516.1K | 0.42% | +13+0.4% | Added |
| Ferguson Shapiro LLC | 3,088 | $516.7K | 0.19% | +108+3.6% | Added |
| GK Wealth Management LLC | 3,090 | $516.8K | 0.65% | +91+3.0% | Added |
| Viewpoint Investment Partners Corp | 3,100 | $518.6K | 0.28% | +3,100 | New |
| Encompass More Asset Management | 3,103 | $519.1K | 0.15% | −47−1.5% | Reduced |
| Claris Financial LLC | 3,584 | $519.2K | 0.34% | 00.0% | Unchanged |
| Key Client Fiduciary Advisors, LLC | 3,104 | $519.2K | 0.24% | −137−4.2% | Reduced |
| Bruce G. Allen Investments, LLC | 3,113 | $520.8K | 0.41% | −84−2.6% | Reduced |
| Fortress Wealth Group, LLC | 3,746 | $521.8K | 0.26% | −1,404−27.3% | Reduced |
| MEMBERS Trust Co | 3,119 | $521.8K | 0.02% | +96+3.2% | Added |
| Peirce Capital Management, LLC | 3,131 | $523.8K | 0.26% | 00.0% | Unchanged |
| bLong Financial, LLC | 3,140 | $525.3K | 0.47% | −250−7.4% | Reduced |
| Perritt Capital Management Inc | 3,141 | $525.5K | 0.29% | −553−15.0% | Reduced |
| Westside Investment Management, Inc. | 3,141 | $525.7K | 0.11% | +50+1.6% | Added |
| Eukles Asset Management | 3,146 | $526.4K | 0.23% | +219+7.5% | Added |
| Martin Worley Group | 3,155 | $527.8K | 0.30% | −244−7.2% | Reduced |
| Paulson Wealth Management Inc. | 3,159 | $528.5K | 0.15% | −427−11.9% | Reduced |
| Tower Wealth Partners, Inc. | 3,164 | $529.3K | 0.28% | +94+3.1% | Added |
| Crown Oak Advisors, LLC | 3,165 | $529.5K | 0.27% | +33+1.1% | Added |
| Visionary Horizons, LLC | 3,168 | $530.0K | 0.37% | −650−17.0% | Reduced |
| David R. Rahn & Associates Inc. | 3,170 | $530.3K | 0.15% | 00.0% | Unchanged |
| Heritage Financial Services, LLC | 3,172 | $530.6K | 0.05% | −453−12.5% | Reduced |
| Capstone Financial Advisors, Inc. | 3,173 | $530.8K | 0.03% | −228−6.7% | Reduced |
| D L Carlson Investment Group Inc | 3,175 | $531.1K | 0.10% | −99−3.0% | Reduced |
| Midwest Financial Group LLC | 3,177 | $531.4K | 0.31% | 00.0% | Unchanged |
| LongView Wealth Management | 3,187 | $533.1K | 0.16% | −50−1.5% | Reduced |
| Maia Wealth LLC | 3,942 | $533.5K | 0.12% | +988+33.4% | Added |
| Smart Money Group LLC | 3,195 | $534.4K | 0.18% | −456−12.5% | Reduced |
| Horizon Wealth Management, LLC | 3,196 | $534.6K | 0.09% | +181+6.0% | Added |
| Integrity Wealth Advisors, Inc. | 3,199 | $535.3K | 0.39% | −4−0.1% | Reduced |
| Alta Wealth Advisors LLC | 3,206 | $536.3K | 0.25% | −128−3.8% | Reduced |
| Quantum Financial Advisors, LLC | 3,210 | $537.0K | 0.08% | 00.0% | Unchanged |
| Whelan Financial | 3,211 | $537.2K | 0.21% | +94+3.0% | Added |
| Transce3nd, LLC | 3,220 | $537.4K | 0.24% | −793−19.8% | Reduced |
| Ellerson Group Inc | 3,217 | $538.2K | 0.43% | −100−3.0% | Reduced |
| Revolve Wealth Partners, LLC | 3,232 | $540.7K | 0.08% | +248+8.3% | Added |
| Insight Wealth Partners, LLC | 3,233 | $540.8K | 0.33% | +847+35.5% | Added |
| Floyd Financial Group LLC | 3,233 | $540.8K | 0.49% | +133+4.3% | Added |
| Front Street Capital Management, Inc. | 3,231 | $541.0K | 0.10% | −6,221−65.8% | Reduced |
| Sym Financial Corp | 3,240 | $542.0K | 0.07% | +396+13.9% | Added |
| Chase Investment Counsel Corp | 3,241 | $542.0K | 0.20% | −18−0.6% | Reduced |
| Acorns Advisers, LLC | 3,242 | $542.0K | 0.01% | +607+23.0% | Added |
| Tranquility Partners, LLC | 3,243 | $542.5K | 0.21% | −78−2.3% | Reduced |
| Rock Point Advisors, LLC | 3,244 | $542.7K | 0.17% | 00.0% | Unchanged |
| Black Swift Group, LLC | 3,244 | $542.7K | 0.12% | +49+1.5% | Added |
| Hager Investment Management Services, LLC | 3,249 | $543.5K | 0.38% | +121+3.9% | Added |
| Legacy Trust | 3,250 | $543.7K | 0.13% | +121+3.9% | Added |
| Renaissance Investment Group LLC | 3,253 | $544.2K | 0.13% | −538−14.2% | Reduced |
| Sterling Group Wealth Management, LLC | 3,257 | $544.8K | 0.29% | +5+0.2% | Added |
| Exchange Capital Management, Inc. | 3,260 | $545.4K | 0.09% | −444−12.0% | Reduced |
| Harold Davidson & Associates Inc. | 3,273 | $547.5K | 0.30% | −100−3.0% | Reduced |
| Cairn Investment Group, Inc. | 3,285 | $550.0K | 0.31% | +285+9.5% | Added |
| Joule Financial, LLC | 3,289 | $550.2K | 0.19% | +35+1.1% | Added |
| Oakland Financial Corp | 3,300 | $552.1K | 8.16% | −1,000−23.3% | Reduced |
| Lokken Investment Group LLC | 3,309 | $553.5K | 0.23% | −111−3.2% | Reduced |
| Ashton Thomas Securities, LLC | 3,320 | $555.4K | 0.15% | −67−2.0% | Reduced |
| RWM Asset Management, LLC | 3,320 | $555.4K | 0.09% | +262+8.6% | Added |
| Machina Capital S.A.S. | 3,321 | $555.6K | 0.16% | −4,156−55.6% | Reduced |
| Smith Shellnut Wilson LLC | 3,328 | $556.7K | 0.26% | −25−0.7% | Reduced |
| Hartline Investment Corp | 3,338 | $558.4K | 0.07% | +67+2.0% | Added |
| Gibson Capital, LLC | 3,338 | $558.5K | 0.12% | +15+0.5% | Added |
| Lee Financial Co | 3,343 | $559.3K | 0.09% | −489−12.8% | Reduced |
| Knightsbridge Asset Management, LLC | 3,344 | $559.5K | 0.14% | +1,132+51.2% | Added |
| Drake & Associates, LLC | 3,352 | $560.8K | 0.16% | +536+19.0% | Added |
| Birchcreek Wealth Management, LLC | 3,365 | $562.9K | 0.36% | +9+0.3% | Added |
| First National Corp | 3,372 | $564.1K | 0.12% | +267+8.6% | Added |
| Amplius Wealth Advisors, LLC | 3,379 | $565.3K | 0.06% | +192+6.0% | Added |
| Helium Advisors LLC | 3,382 | $565.7K | 0.41% | +246+7.8% | Added |
| Vance Wealth, Inc. | 3,389 | $566.9K | 0.21% | +168+5.2% | Added |
| Constitution Capital LLC | 3,391 | $567.3K | 0.31% | +1,500+79.3% | Added |
| Millstone Evans Group, LLC | 3,393 | $567.6K | 0.39% | +10.0% | Added |
| Morton Capital Management LLC | 3,405 | $569.6K | 0.11% | −147−4.1% | Reduced |
| Fortis Capital Advisors, LLC | 3,404 | $569.6K | 0.12% | +855+33.5% | Added |
| One Wealth Advisors, LLC | 3,405 | $569.7K | 0.09% | +180+5.6% | Added |
| MA Private Wealth | 3,415 | $571.3K | 0.11% | 00.0% | Unchanged |
| STAR Financial Bank | 3,423 | $572.6K | 0.42% | −434−11.3% | Reduced |
| Sage Rhino Capital LLC | 3,429 | $573.6K | 0.13% | −169−4.7% | Reduced |
| Keebeck Wealth Management, LLC | 3,430 | $573.8K | 0.08% | +333+10.8% | Added |
| Fiduciary Financial Group, LLC | 4,254 | $574.3K | 0.12% | −529−11.1% | Reduced |
| Successful Portfolios LLC | 3,433 | $574.4K | 0.39% | +96+2.9% | Added |
| Crumly & Associates Inc. | 3,438 | $575.1K | 0.16% | +143+4.3% | Added |
| Baron Silver Stevens Financial Advisors, LLC | 3,439 | $575.3K | 0.10% | +225+7.0% | Added |
| Pacifica Partners Inc. | 3,692 | $576.3K | 0.26% | +115+3.2% | Added |
| Planned Solutions, Inc. | 3,454 | $577.9K | 0.24% | +151+4.6% | Added |
| Cambridge Financial Group, LLC | 3,458 | $578.4K | 0.25% | +1,219+54.4% | Added |
| Sunflower Bank, N.A. | 3,459 | $578.7K | 0.16% | +103+3.1% | Added |
| SOL Capital Management CO | 3,464 | $579.0K | 0.06% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 3,466 | $579.8K | 0.07% | +131+3.9% | Added |
| Rice Hall James & Associates, LLC | 3,467 | $580.0K | 0.03% | +90+2.7% | Added |
| Holcombe Financial, Inc. | 3,468 | $580.2K | 0.48% | 00.0% | Unchanged |
| Olistico Wealth, LLC | 3,479 | $582.1K | 0.36% | −14−0.4% | Reduced |
| Wealthstar Advisors, LLC | 3,481 | $582.3K | 0.27% | +10.0% | Added |