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 |
|---|---|---|---|---|---|
| Corundum Group, Inc. | 4,354 | $728.4K | 0.35% | −4,500−50.8% | Reduced |
| AF Advisors, Inc. | 4,370 | $731.1K | 0.14% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 4,372 | $731.4K | 0.24% | 00.0% | Unchanged |
| Harbor Advisors LLC | 4,372 | $731.4K | 0.13% | 00.0% | Unchanged |
| Everstar Asset Management, LLC | 4,381 | $732.9K | 0.49% | +1,361+45.1% | Added |
| McElhenny Sheffield Capital Management, LLC | 4,382 | $733.1K | 0.27% | +10.0% | Added |
| Breakwater Capital Group | 4,387 | $733.9K | 0.13% | +983+28.9% | Added |
| Oxford Financial Group Ltd | 4,391 | $734.6K | 0.05% | −68−1.5% | Reduced |
| Ocean Capital Management, LLC | 4,391 | $734.6K | 0.17% | −97−2.2% | Reduced |
| Black Diamond Financial, LLC | 4,399 | $735.9K | 0.11% | +21+0.5% | Added |
| Symphony Financial, Ltd. Co. | 5,524 | $736.0K | 0.44% | −25,052−81.9% | Reduced |
| Horan Capital Advisors, LLC. | 4,407 | $737.3K | 0.25% | +286+6.9% | Added |
| Phillips Wealth Planners LLC | 5,436 | $737.3K | 0.78% | −848−13.5% | Reduced |
| Amarillo National Bank | 4,416 | $738.8K | 0.14% | 00.0% | Unchanged |
| RW Investment Management LLC | 4,417 | $738.9K | 0.09% | 00.0% | Unchanged |
| Howard Capital Management Group, LLC | 4,418 | $739.1K | 0.06% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 4,419 | $739.3K | 0.05% | +92+2.1% | Added |
| Mission Financial Group, LLC | 3,574 | $739.4K | 0.69% | +3,574 | New |
| Jackson, Grant Investment Advisers, Inc. | 4,420 | $739.4K | 0.29% | −136−3.0% | Reduced |
| Commonwealth Financial Services, LLC | 4,424 | $740.1K | 0.15% | +603+15.8% | Added |
| QTR Family Wealth, LLC | 4,425 | $740.2K | 0.56% | +4,425 | New |
| Ruggaard & Associates LLC | 4,426 | $740.4K | 0.32% | −23−0.5% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 4,430 | $741.0K | 0.39% | +95+2.2% | Added |
| Mill Creek Capital Advisors, LLC | 4,433 | $741.6K | 0.02% | −521−10.5% | Reduced |
| Greenfield Seitz Capital Management, LLC | 4,436 | $742.1K | 0.28% | −10−0.2% | Reduced |
| Gladius Capital Management LP | 4,437 | $742.3K | 0.73% | −4,911−52.5% | Reduced |
| Plante Moran Financial Advisors, LLC | 4,439 | $742.6K | 0.06% | −1,176−20.9% | Reduced |
| SeaBridge Investment Advisors LLC | 4,447 | $743.9K | 0.16% | −1,808−28.9% | Reduced |
| Greenwood Gearhart Inc | 4,448 | $744.0K | 0.05% | −1,395−23.9% | Reduced |
| Evermay Wealth Management LLC | 4,449 | $744.3K | 0.10% | +24+0.5% | Added |
| Syntax Research, Inc. | 4,456 | $745.5K | 0.51% | −5,314−54.4% | Reduced |
| Armstrong Advisory Group, Inc | 5,149 | $745.7K | 0.06% | 00.0% | Unchanged |
| St. Louis Trust Co | 4,459 | $745.9K | 0.11% | +1,199+36.8% | Added |
| Sylvest Advisors, LLC | 4,460 | $746.2K | 0.47% | −92−2.0% | Reduced |
| Werba Rubin Papier Wealth Management | 4,468 | $747.5K | 0.16% | +178+4.1% | Added |
| Fidelity D & D Bancorp Inc | 4,478 | $749.1K | 0.49% | −50−1.1% | Reduced |
| Hummer Financial Advisory Services Inc | 4,483 | $750.0K | 0.61% | +250+5.9% | Added |
| Defined Wealth Management, LLC | 4,490 | $751.2K | 0.50% | −3−0.1% | Reduced |
| Hudson Value Partners, LLC | 4,493 | $751.6K | 0.28% | −32,455−87.8% | Reduced |
| Sheets Smith Wealth Management | 4,496 | $752.1K | 0.09% | −92−2.0% | Reduced |
| CM Wealth Advisors LLC | 4,500 | $752.8K | 0.24% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 4,504 | $753.5K | 0.13% | +639+16.5% | Added |
| Nova R Wealth, Inc. | 4,506 | $753.8K | 0.37% | +131+3.0% | Added |
| LM Advisors LLC | 4,507 | $754.0K | 0.14% | +28+0.6% | Added |
| JNBA Financial Advisors | 4,515 | $755.3K | 0.08% | +175+4.0% | Added |
| Gemmer Asset Management LLC | 4,528 | $757.4K | 0.08% | −81−1.8% | Reduced |
| Sig Brokerage, LP | 4,529 | $757.7K | 0.22% | +4,529 | New |
| Buffington Mohr McNeal | 4,535 | $758.7K | 0.15% | −23,848−84.0% | Reduced |
| Sentry Investment Management LLC | 5,418 | $759.0K | 0.51% | −1,619−23.0% | Reduced |
| Almanack Investment Partners, LLC. | 4,539 | $759.3K | 0.15% | +904+24.9% | Added |
| Client 1st Advisory Group, LLC | 4,551 | $761.3K | 0.30% | +4+0.1% | Added |
| WealthShield Partners, LLC | 4,555 | $762.1K | 0.10% | +130+2.9% | Added |
| Genesee Capital Advisors, LLC | 4,559 | $762.7K | 0.38% | +107+2.4% | Added |
| Blake Schutter Theil Wealth Advisors, LLC | 4,561 | $763.0K | 0.87% | −92−2.0% | Reduced |
| Investor's Fiduciary Advisor Network, LLC | 4,567 | $764.0K | 0.36% | −7,318−61.6% | Reduced |
| Winthrop Advisory Group LLC | 4,576 | $765.5K | 0.09% | −146−3.1% | Reduced |
| Deseret Mutual Benefit Administrators | 4,576 | $765.5K | 0.38% | +135+3.0% | Added |
| Owen LaRue, LLC | 4,581 | $766.3K | 0.38% | −1,108−19.5% | Reduced |
| OmniStar Financial Group, Inc. | 4,549 | $767.8K | 0.61% | +1,080+31.1% | Added |
| GW Henssler & Associates Ltd | 4,592 | $768.2K | 0.04% | −201,377−97.8% | Reduced |
| Onefund, LLC | 4,595 | $768.7K | 0.78% | +10+0.2% | Added |
| Cozad Asset Management Inc | 4,601 | $769.7K | 0.08% | −873−15.9% | Reduced |
| Sloy Dahl & Holst, LLC | 4,602 | $769.9K | 0.13% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 4,636 | $770.0K | 0.08% | −205−4.2% | Reduced |
| BOK Financial Private Wealth, Inc. | 4,603 | $770.0K | 0.06% | −450−8.9% | Reduced |
| General Partner, Inc. | 4,610 | $771.2K | 0.50% | 00.0% | Unchanged |
| WNY Asset Management, LLC | 4,612 | $771.5K | 0.09% | +545+13.4% | Added |
| Convergence Financial, LLC | 4,612 | $771.6K | 0.15% | −5,763−55.5% | Reduced |
| BSW Wealth Partners | 4,614 | $771.9K | 0.12% | −337−6.8% | Reduced |
| Paragon Capital Management Ltd | 4,615 | $772.1K | 0.16% | +2,072+81.5% | Added |
| Semmax Financial Advisors Inc. | 5,585 | $773.5K | 0.21% | −32−0.6% | Reduced |
| Three Seasons Wealth, LLC | 4,624 | $773.5K | 0.38% | +89+2.0% | Added |
| Veracity Capital LLC | 4,626 | $773.9K | 0.30% | −203−4.2% | Reduced |
| Select Asset Management & Trust | 4,631 | $775.0K | 0.31% | +11+0.2% | Added |
| TFR Capital, LLC. | 4,633 | $775.1K | 0.32% | +2,539+121.3% | Added |
| Creekmur Asset Management LLC | 4,634 | $775.2K | 0.16% | +3,840+483.6% | Added |
| West Family Investments, Inc. | 4,652 | $778.2K | 0.29% | −54−1.1% | Reduced |
| Dogwood Wealth Management LLC | 4,656 | $778.9K | 0.41% | +4,095+729.9% | Added |
| Quent Capital, LLC | 4,661 | $779.8K | 0.08% | +1,368+41.5% | Added |
| Elevatus Welath Management | 4,665 | $780.4K | 0.44% | +26+0.6% | Added |
| Providence First Trust Co | 4,666 | $780.6K | 0.32% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 5,745 | $781.7K | 0.08% | −84−1.4% | Reduced |
| Capstone Investment Advisors, LLC | 4,681 | $783.1K | 0.01% | −147,801−96.9% | Reduced |
| CFO4Life Group, LLC | 4,688 | $784.3K | 0.13% | −318−6.4% | Reduced |
| Provenance Wealth Advisors, LLC | 4,690 | $784.6K | 0.11% | −5,685−54.8% | Reduced |
| Malaga Cove Capital, LLC | 4,691 | $784.8K | 0.34% | +271+6.1% | Added |
| Cromwell Holdings LLC | 4,692 | $784.9K | 0.50% | −315−6.3% | Reduced |
| Rosenberg Matthew Hamilton | 4,699 | $786.0K | 0.20% | −339−6.7% | Reduced |
| Victory Financial Group, LLC | 4,694 | $786.5K | 0.15% | +2,100+81.0% | Added |
| Eldridge Investment Advisors, Inc. | 4,711 | $788.1K | 0.18% | −38−0.8% | Reduced |
| First Western Trust Bank | 4,726 | $790.6K | 0.04% | −71−1.5% | Reduced |
| Thoma Capital Management LLC | 4,729 | $791.1K | 0.55% | +183+4.0% | Added |
| ProVise Management Group, LLC | 4,738 | $792.6K | 0.07% | +264+5.9% | Added |
| Purkiss Capital Advisors LLC | 4,742 | $793.2K | 0.60% | +1,501+46.3% | Added |
| Legacy Wealth Management, LLC | 4,744 | $793.6K | 0.26% | −678−12.5% | Reduced |
| Birch Financial Group, LLC | 4,750 | $794.6K | 0.71% | +999+26.6% | Added |
| Axq Capital, LP | 4,756 | $795.6K | 0.32% | +4,756 | New |
| Amussen Hunsaker Associates LLC | 4,763 | $796.8K | 0.11% | −495−9.4% | Reduced |
| Shepherd Financial Partners LLC | 4,764 | $797.0K | 0.09% | +356+8.1% | Added |
| Davis Investment Partners, LLC | 5,906 | $799.1K | 0.35% | +3,655+162.4% | Added |