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 |
|---|---|---|---|---|---|
| Latitude Advisors, LLC | 3,858 | $645.5K | 0.38% | −134−3.4% | Reduced |
| Encompass Wealth Advisors, LLC | 3,863 | $646.2K | 0.26% | −80−2.0% | Reduced |
| Wescott Financial Advisory Group, LLC | 3,866 | $646.7K | 0.07% | +374+10.7% | Added |
| Pure Portfolios Holdings LLC | 3,872 | $647.8K | 0.24% | +740+23.6% | Added |
| Strata Wealth Advisors, LLC | 3,873 | $647.9K | 0.20% | +118+3.1% | Added |
| Global X Japan Co., Ltd. | 3,890 | $650.8K | 0.07% | +432+12.5% | Added |
| Affinity Capital Advisors, LLC | 4,799 | $650.9K | 0.13% | +904+23.2% | Added |
| Wayfinding Financial, LLC | 3,901 | $652.0K | 0.29% | +338+9.5% | Added |
| Prosperity Financial Group, Inc. | 3,898 | $652.1K | 0.32% | −10−0.3% | Reduced |
| Ballew Advisors, Inc | 4,810 | $652.4K | 0.44% | −26−0.5% | Reduced |
| BigSur Wealth Management LLC | 3,900 | $652.4K | 0.18% | 00.0% | Unchanged |
| KDK Private Wealth Management, LLC | 3,908 | $653.8K | 0.74% | −380−8.9% | Reduced |
| LaSalle St. Investment Advisors, LLC | 3,911 | $654.0K | 0.15% | +148+3.9% | Added |
| Warm Springs Advisors Inc. | 3,911 | $654.3K | 0.66% | +212+5.7% | Added |
| Brave Asset Management Inc | 3,939 | $659.0K | 0.21% | 00.0% | Unchanged |
| Cadent Capital Advisors, LLC | 3,943 | $659.6K | 0.25% | −1,861−32.1% | Reduced |
| Amica Retiree Medical Trust | 3,945 | $660.0K | 1.01% | −942−19.3% | Reduced |
| Trillium Asset Management, LLC | 3,948 | $660.0K | 0.02% | 00.0% | Unchanged |
| Chemistry Wealth Management LLC | 3,952 | $661.2K | 0.15% | −88−2.2% | Reduced |
| Johnson & White Wealth Management, LLC | 3,967 | $664.0K | 0.37% | +427+12.1% | Added |
| Endeavor Private Wealth, Inc. | 3,980 | $665.8K | 0.36% | +3,486+705.7% | Added |
| TSFG, LLC | 3,984 | $667.0K | 0.14% | +549+16.0% | Added |
| Barry Investment Advisors, LLC | 3,989 | $667.4K | 0.18% | +27+0.7% | Added |
| ZRC Wealth Management, LLC | 3,990 | $667.5K | 0.29% | +3+0.1% | Added |
| First Heartland Consultants, Inc. | 3,997 | $668.7K | 0.07% | −138−3.3% | Reduced |
| Boit C F David | 4,000 | $669.2K | 0.34% | 00.0% | Unchanged |
| Pingora Partners LLC | 4,002 | $669.5K | 0.50% | −446−10.0% | Reduced |
| Vista Investment Partners II, LLC | 4,014 | $671.5K | 0.37% | −324−7.5% | Reduced |
| Firethorn Wealth Partners, LLC | 4,026 | $673.6K | 0.32% | +103+2.6% | Added |
| PCG Asset Management, LLC | 4,042 | $676.2K | 0.63% | +16+0.4% | Added |
| Aberdeen Wealth Management LLC | 4,042 | $676.2K | 0.47% | −132−3.2% | Reduced |
| Rik Saylor Financial, Inc. | 4,045 | $676.6K | 0.60% | +17+0.4% | Added |
| Fire Capital Management LLC | 4,045 | $676.7K | 0.50% | −81−2.0% | Reduced |
| Sivia Capital Partners, LLC | 4,050 | $677.6K | 0.32% | +67+1.7% | Added |
| Cornerstone Capital, Inc. | 4,051 | $677.7K | 0.07% | −6−0.1% | Reduced |
| Regent Peak Wealth Advisors LLC | 4,059 | $679.0K | 0.16% | −58−1.4% | Reduced |
| Ellis Investment Partners, LLC | 4,060 | $679.2K | 0.14% | −220−5.1% | Reduced |
| Ridgewood Investments LLC | 4,062 | $679.5K | 0.32% | +403+11.0% | Added |
| McRae Capital Management Inc | 4,071 | $681.1K | 0.14% | −271−6.2% | Reduced |
| Real Talk Capital, LLC | 4,077 | $682.0K | 0.92% | +125+3.2% | Added |
| Deltec Asset Management LLC | 4,081 | $682.7K | 0.15% | −2,300−36.0% | Reduced |
| Fountainhead AM, LLC | 4,081 | $682.8K | 0.11% | +631+18.3% | Added |
| Security National Bank | 4,085 | $683.4K | 0.13% | +20.0% | Added |
| Ullmann Financial Group, Inc. | 4,085 | $683.4K | 0.09% | +161+4.1% | Added |
| Professional Advisory Services Inc | 4,100 | $686.0K | 0.10% | 00.0% | Unchanged |
| Clarity Wealth Advisors, LLC | 4,101 | $686.1K | 0.19% | +57+1.4% | Added |
| Matthew Goff Investment Advisor, LLC | 4,103 | $686.4K | 0.13% | 00.0% | Unchanged |
| Dale Q Rice Investment Management Ltd | 4,104 | $686.6K | 0.35% | 00.0% | Unchanged |
| Sweeney & Michel, LLC | 5,016 | $686.9K | 0.30% | +5,016 | New |
| Silver Coast Investments LLC | 4,112 | $687.9K | 0.26% | +118+3.0% | Added |
| Altiora Financial Group, LLC | 4,113 | $688.1K | 0.15% | −11−0.3% | Reduced |
| Fox Hill Wealth Management | 4,117 | $688.7K | 0.41% | +30+0.7% | Added |
| Strategies Wealth Advisors, LLC | 4,117 | $688.8K | 0.08% | +4,117 | New |
| Juncture Wealth Strategies, LLC | 4,123 | $689.7K | 0.27% | +228+5.9% | Added |
| Riversedge Advisors, LLC | 4,135 | $691.7K | 0.15% | +285+7.4% | Added |
| Abel Hall, LLC | 4,136 | $691.9K | 0.42% | +354+9.4% | Added |
| MJP Associates Inc | 4,141 | $692.7K | 0.13% | +189+4.8% | Added |
| Rossby Financial, LCC | 4,994 | $692.9K | 0.30% | +1,701+51.7% | Added |
| NBW Capital LLC | 4,161 | $696.1K | 0.15% | +4,161 | New |
| Saxony Capital Management, LLC | 4,164 | $696.5K | 0.61% | +30+0.7% | Added |
| Horan Securities, Inc. | 4,174 | $698.3K | 0.26% | +15+0.4% | Added |
| Carderock Capital Management Inc | 4,182 | $699.6K | 0.19% | −125−2.9% | Reduced |
| Centennial Wealth Advisory LLC | 4,180 | $699.7K | 0.25% | +232+5.9% | Added |
| Cornerstone Advisory, LLC | 5,160 | $699.7K | 0.08% | +100+2.0% | Added |
| Nichols & Pratt Advisers LLP | 4,188 | $700.6K | 0.05% | −350−7.7% | Reduced |
| Fractal Investments LLC | 4,200 | $702.6K | 0.10% | 00.0% | Unchanged |
| iA Global Asset Management Inc. | 4,210 | $704.0K | 0.01% | 00.0% | Unchanged |
| J. L. Bainbridge & Co., Inc. | 4,211 | $704.5K | 0.07% | −14−0.3% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 4,217 | $705.4K | 0.01% | −248−5.6% | Reduced |
| Westmount Partners, LLC | 4,217 | $705.5K | 0.22% | −3,025−41.8% | Reduced |
| Advisory Resource Group | 4,218 | $705.6K | 0.14% | −95−2.2% | Reduced |
| Sharp Financial Services, LLC | 4,223 | $706.5K | 0.54% | −1,643−28.0% | Reduced |
| Clarity Financial LLC | 4,225 | $706.7K | 0.08% | −1,389−24.7% | Reduced |
| Collective Family Office LLC | 4,228 | $707.2K | 0.19% | −1,028−19.6% | Reduced |
| RS Crum Inc. | 4,230 | $707.6K | 0.19% | 00.0% | Unchanged |
| Cowa, LLC | 4,232 | $707.9K | 0.30% | +373+9.7% | Added |
| Coco Enterprises, LLC | 5,170 | $708.0K | 0.51% | 00.0% | Unchanged |
| Virtue Capital Management, LLC | 4,239 | $709.8K | 0.08% | +1,016+31.5% | Added |
| Sprinkle Financial Consultants LLC | 4,248 | $710.7K | 0.45% | −48−1.1% | Reduced |
| Sterling Financial Group, Inc. | 4,251 | $711.1K | 0.26% | −294−6.5% | Reduced |
| Optimum Investment Advisors | 4,252 | $711.3K | 0.33% | +410+10.7% | Added |
| Smallwood Wealth Investment Management, LLC | 4,256 | $712.1K | 0.45% | −696−14.1% | Reduced |
| NorthStar Asset Management LLC | 4,257 | $712.1K | 0.45% | +296+7.5% | Added |
| Chancellor Financial Group WB LP | 4,257 | $712.2K | 0.59% | −105−2.4% | Reduced |
| Talisman Wealth Advisors LLC | 4,272 | $714.6K | 0.73% | −93−2.1% | Reduced |
| Triad Wealth Partners, LLC | 4,278 | $715.7K | 0.22% | +376+9.6% | Added |
| Levin Capital Strategies, L.P. | 4,280 | $716.0K | 0.08% | +590+16.0% | Added |
| JB Capital LLC | 4,281 | $716.3K | 0.04% | +98+2.3% | Added |
| Bangor Savings Bank | 4,288 | $717.3K | 0.07% | −476−10.0% | Reduced |
| Mindset Wealth Management, LLC | 4,291 | $717.8K | 0.28% | +700+19.5% | Added |
| Houlihan Financial Resource Group, Ltd. | 4,309 | $721.0K | 0.32% | +13+0.3% | Added |
| Stiles Financial Services Inc | 4,312 | $721.8K | 0.28% | −189−4.2% | Reduced |
| Shum Financial Group, Inc. | 4,326 | $723.7K | 0.63% | +7+0.2% | Added |
| RFP Financial Group LLC | 4,329 | $724.2K | 0.29% | +15+0.3% | Added |
| First International Bank & Trust | 4,334 | $725.0K | 0.23% | +1,172+37.1% | Added |
| Crestmont Private Wealth LLC | 4,334 | $725.0K | 0.31% | 00.0% | Unchanged |
| Lakeshore Capital Group, Inc. | 4,337 | $725.5K | 0.70% | +88+2.1% | Added |
| Atlas Legacy Advisors, LLC | 4,349 | $727.5K | 0.18% | +405+10.3% | Added |
| LJI Wealth Management, LLC | 4,350 | $727.7K | 0.14% | −100−2.2% | Reduced |
| Mosaic Family Wealth Partners, LLC | 4,353 | $728.1K | 0.10% | −246−5.3% | Reduced |