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 | 4,311 | $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, 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 |
|---|---|---|---|---|---|
| Sunpointe, LLC | 3,482 | $582.5K | 0.31% | −213−5.8% | Reduced |
| TCP Asset Management, LLC | 3,488 | $583.5K | 0.13% | +30+0.9% | Added |
| Stonebrook Private Inc. | 3,488 | $583.5K | 0.15% | +205+6.2% | Added |
| MGB Wealth Management, LLC | 3,491 | $584.0K | 0.21% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 3,492 | $584.2K | 0.06% | −275−7.3% | Reduced |
| Patrick M Sweeney & Associates, Inc | 3,500 | $585.5K | 0.44% | +72+2.1% | Added |
| Fca Corp | 3,500 | $585.5K | 0.19% | 00.0% | Unchanged |
| Drexel Morgan & Co. | 3,500 | $585.5K | 0.12% | 00.0% | Unchanged |
| Helen Stephens Group, LLC | 3,504 | $586.1K | 0.17% | +15+0.4% | Added |
| Strive Asset Management, LLC | 3,505 | $586.4K | 0.41% | +235+7.2% | Added |
| AGH Wealth Advisors, LLC | 3,506 | $586.5K | 0.57% | −44−1.2% | Reduced |
| Charter Oak Capital Management, LLC | 3,514 | $587.8K | 0.05% | +56+1.6% | Added |
| Alliance Wealth Advisors, LLC | 3,518 | $588.5K | 0.15% | +757+27.4% | Added |
| Ellenbecker Investment Group | 3,518 | $588.6K | 0.11% | +25+0.7% | Added |
| HHM Wealth Advisors, LLC | 3,520 | $588.8K | 0.08% | +225+6.8% | Added |
| Frisch Financial Group, Inc. | 3,522 | $589.0K | 0.17% | +611+21.0% | Added |
| RVW Wealth, LLC | 3,523 | $589.4K | 0.06% | +425+13.7% | Added |
| Candriam Luxembourg S.C.A. | 3,525 | $589.7K | 0.00% | +493+16.3% | Added |
| Accuvest Global Advisors | 3,525 | $590.0K | 0.50% | +3,525 | New |
| Signature Wealth Management Partners, LLC | 3,530 | $590.5K | 0.39% | 00.0% | Unchanged |
| Avion Wealth | 4,088 | $592.0K | 0.15% | 00.0% | Unchanged |
| Cornerstone Advisors Asset Management, LLC | 3,540 | $592.2K | 0.12% | +1,974+126.1% | Added |
| Revisor Wealth Management LLC | 3,545 | $592.9K | 0.26% | +1,567+79.2% | Added |
| Northcape Wealth Management, LLC | 3,544 | $592.9K | 0.19% | +513+16.9% | Added |
| Green Harvest Asset Management LLC | 3,545 | $593.1K | 0.01% | −2,538−41.7% | Reduced |
| Birinyi Associates Inc | 3,550 | $594.0K | 0.19% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 3,552 | $594.2K | 0.02% | +3,552 | New |
| Watts Gwilliam & Co., LLC | 3,553 | $594.3K | 0.13% | +339+10.5% | Added |
| Balboa Wealth Partners | 3,555 | $594.7K | 0.14% | −104−2.8% | Reduced |
| Stillwater Wealth Management Group | 3,555 | $594.7K | 0.51% | +652+22.5% | Added |
| Eisler Capital Management Ltd. | 3,557 | $594.8K | 0.02% | −78,220−95.7% | Reduced |
| South Dakota Investment Council | 3,565 | $596.0K | 0.01% | −16,629−82.3% | Reduced |
| Millennium Capital Advisors, LLC | 3,564 | $596.2K | 0.44% | +5+0.1% | Added |
| Jmac Enterprises LLC | 3,574 | $597.9K | 0.14% | −5,413−60.2% | Reduced |
| Strategic Investment Solutions, Inc. | 3,578 | $598.6K | 0.17% | +318+9.8% | Added |
| Probity Advisors, Inc. | 3,579 | $598.7K | 0.11% | +319+9.8% | Added |
| Kennebec Savings Bank | 3,582 | $599.2K | 0.63% | −20−0.6% | Reduced |
| Vertex Planning Partners, LLC | 3,587 | $600.1K | 0.13% | +40+1.1% | Added |
| Sachetta, LLC | 3,588 | $600.2K | 0.25% | +79+2.3% | Added |
| Two Sigma Securities, LLC | 3,592 | $600.9K | 0.09% | +3,592 | New |
| McBroom & Associates, LLC | 3,597 | $601.7K | 0.34% | 00.0% | Unchanged |
| FDx Advisors, Inc. | 3,600 | $602.0K | 0.20% | −513−12.5% | Reduced |
| Quantum Private Wealth, LLC | 3,599 | $602.1K | 0.23% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 3,606 | $603.2K | 0.05% | +1,182+48.8% | Added |
| Fiduciary Family Office, LLC | 3,607 | $603.4K | 0.20% | +3,607 | New |
| Pointe Capital Management LLC | 3,608 | $603.6K | 0.35% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 3,613 | $604.4K | 0.13% | +3,613 | New |
| Van Den Berg Management I, Inc | 3,616 | $604.9K | 0.19% | −401−10.0% | Reduced |
| KPP Advisory Services LLC | 3,617 | $605.1K | 0.11% | +782+27.6% | Added |
| Blodgett Wealth Advisors, LLC | 3,618 | $605.2K | 0.52% | −225−5.9% | Reduced |
| Guinness Atkinson Asset Management Inc | 3,622 | $605.9K | 0.34% | −282−7.2% | Reduced |
| Congress Park Capital LLC | 3,626 | $606.6K | 0.23% | +481+15.3% | Added |
| Charter Research & Investment Group, Inc. | 3,630 | $607.3K | 0.46% | 00.0% | Unchanged |
| Fortitude Advisory Group L.L.C. | 4,493 | $608.2K | 0.44% | +278+6.6% | Added |
| America First Investment Advisors, LLC | 3,638 | $608.6K | 0.13% | 00.0% | Unchanged |
| OneAscent Wealth Management LLC | 3,641 | $609.0K | 0.26% | −2,646−42.1% | Reduced |
| Palumbo Wealth Management LLC | 3,644 | $609.5K | 0.20% | +533+17.1% | Added |
| Prostatis Group LLC | 3,663 | $612.8K | 0.19% | −133−3.5% | Reduced |
| Lanham O'Dell & Company, Inc. | 3,664 | $613.0K | 0.36% | +121+3.4% | Added |
| Foster Group, Inc. | 3,669 | $613.7K | 0.02% | +769+26.5% | Added |
| New Republic Capital, LLC | 3,674 | $614.7K | 0.27% | +210+6.1% | Added |
| Appleton Partners Inc | 3,684 | $616.0K | 0.05% | +411+12.6% | Added |
| Advyzon Investment Management, LLC | 3,685 | $616.4K | 0.22% | −62−1.7% | Reduced |
| ODonnell Financial Services, LLC | 3,687 | $616.8K | 0.25% | +15+0.4% | Added |
| Beach Investment Counsel Inc | 3,687 | $617.0K | 0.09% | 00.0% | Unchanged |
| Shilanski & Associates, Inc. | 3,690 | $617.3K | 0.19% | +14+0.4% | Added |
| Trifecta Capital Advisors, LLC | 3,691 | $617.5K | 0.13% | −21,908−85.6% | Reduced |
| Marino, Stram & Associates LLC | 3,692 | $617.6K | 0.14% | +15+0.4% | Added |
| Algert Global LLC | 3,692 | $617.6K | 0.02% | +682+22.7% | Added |
| VPR Management LLC | 3,700 | $619.0K | 0.30% | +1,000+37.0% | Added |
| Vaughan & Co Securities, Inc. | 3,701 | $619.1K | 0.38% | +33+0.9% | Added |
| Wealthcare Capital Partners, LLC | 3,707 | $620.1K | 0.32% | +17+0.5% | Added |
| Tucker Asset Management LLC | 3,716 | $621.6K | 0.20% | +205+5.8% | Added |
| Abacus Planning Group, Inc. | 3,729 | $623.8K | 0.11% | −1,343−26.5% | Reduced |
| Kapstone Financial Advisors LLC | 3,735 | $624.8K | 0.35% | −46−1.2% | Reduced |
| HC Advisors, LLC | 3,735 | $624.8K | 0.47% | −44−1.2% | Reduced |
| Pacific Sun Financial Corp | 3,736 | $625.0K | 0.36% | −129−3.3% | Reduced |
| Opus Capital Group, LLC | 3,739 | $625.0K | 0.08% | +46+1.2% | Added |
| Elite Wealth Management, Inc. | 3,737 | $625.2K | 0.18% | −1,500−28.6% | Reduced |
| Eclectic Associates Inc | 3,741 | $625.8K | 0.17% | +396+11.8% | Added |
| Tower Trust & Investment Co | 4,600 | $625.8K | 0.50% | +4,600 | New |
| Prentice Wealth Management LLC | 3,742 | $626.0K | 0.18% | +138+3.8% | Added |
| Glass Jacobson Investment Advisors llc | 4,324 | $626.2K | 0.21% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 3,747 | $626.8K | 0.10% | −232−5.8% | Reduced |
| R.m.sincerbeaux Capital Management LLC | 3,750 | $627.3K | 0.37% | 00.0% | Unchanged |
| Sterling Investment Counsel, LLC | 3,754 | $628.0K | 0.21% | +1,573+72.1% | Added |
| Cladis Investment Advisory, LLC | 3,775 | $631.5K | 0.46% | +50+1.3% | Added |
| Old North State Wealth Management, LLC | 3,780 | $633.5K | 0.35% | +260+7.4% | Added |
| Bernardo Wealth Planning LLC | 3,793 | $634.0K | 0.15% | −34−0.9% | Reduced |
| Alpha Family Trust | 3,800 | $635.7K | 0.37% | +2,415+174.4% | Added |
| McAdam, LLC | 3,803 | $636.2K | 0.04% | −7−0.2% | Reduced |
| Red Lighthouse Investment Management, LLC | 4,042 | $637.6K | 0.26% | +6+0.1% | Added |
| Oder Investment Management, LLC | 3,813 | $637.9K | 0.54% | +111+3.0% | Added |
| Lakeridge Wealth Management LLC | 3,815 | $638.2K | 0.32% | −59−1.5% | Reduced |
| Roberts Glore & Co Inc | 3,817 | $638.5K | 0.19% | +51+1.4% | Added |
| Coign Capital Advisors LLC | 3,824 | $639.7K | 0.49% | −169−4.2% | Reduced |
| Northern Capital Management, Inc. | 3,825 | $639.9K | 0.42% | 00.0% | Unchanged |
| Purus Wealth Management, LLC | 3,834 | $641.5K | 0.27% | +32+0.8% | Added |
| Institute for Wealth Management, LLC. | 3,851 | $644.3K | 0.08% | −39−1.0% | Reduced |
| Maryland Capital Advisors Inc. | 3,856 | $645.1K | 0.28% | 00.0% | Unchanged |