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 |
|---|---|---|---|---|---|
| Michael B. Yongue | 4,777 | $799.1K | 1.02% | −1,125−19.1% | Reduced |
| Cottonwood Capital Advisors, LLC | 4,789 | $801.2K | 0.59% | +9+0.2% | Added |
| Act Wealth Management, LLC | 4,797 | $802.5K | 0.36% | +329+7.4% | Added |
| James Hambro & Partners | 4,800 | $803.5K | 0.03% | 00.0% | Unchanged |
| Wela Strategies, Inc. | 4,804 | $803.7K | 0.34% | +4,804 | New |
| GPS Wealth Strategies Group, LLC | 4,809 | $804.5K | 0.11% | −895−15.7% | Reduced |
| Evernest Financial Advisors, LLC | 4,827 | $807.5K | 0.29% | +1,149+31.2% | Added |
| HTG Investment Advisors, Inc. | 4,831 | $808.2K | 0.34% | 00.0% | Unchanged |
| Future Fund LLC | 4,831 | $808.2K | 1.04% | +4,831 | New |
| First National Bank Sioux Falls | 4,836 | $809.0K | 0.33% | +495+11.4% | Added |
| LifeSteps Financial, Inc. | 4,840 | $809.7K | 0.66% | +20.0% | Added |
| Capstone Wealth Management Group, LLC | 4,845 | $810.6K | 0.46% | −1,494−23.6% | Reduced |
| Lodestar Private Asset Management LLC | 4,846 | $810.6K | 0.10% | −246−4.8% | Reduced |
| Balentine LLC | 4,848 | $811.0K | 0.03% | −737−13.2% | Reduced |
| Moulton Wealth Management, Inc | 4,848 | $811.0K | 0.62% | +20.0% | Added |
| Hardin Capital Partners, LLC | 4,859 | $812.9K | 0.50% | −341−6.6% | Reduced |
| Meritage Portfolio Management | 4,869 | $814.5K | 0.05% | −29,558−85.9% | Reduced |
| Monterey Private Wealth, Inc. | 4,879 | $816.2K | 0.24% | +20+0.4% | Added |
| Paragon Private Wealth Management, LLC | 4,886 | $817.3K | 0.38% | −137−2.7% | Reduced |
| Ethos Financial Group, LLC | 5,613 | $819.1K | 0.08% | +185+3.4% | Added |
| OneAscent Family Office, LLC | 4,898 | $820.0K | 0.76% | +2,567+110.1% | Added |
| Atwood & Palmer Inc | 4,903 | $820.2K | 0.06% | −16−0.3% | Reduced |
| Sompo Asset Management Co., Ltd. | 4,906 | $820.7K | 0.15% | −7,186−59.4% | Reduced |
| Ambassador Advisors, LLC | 4,920 | $823.1K | 0.14% | +475+10.7% | Added |
| Howard Financial Services, Ltd. | 4,924 | $823.8K | 0.11% | +512+11.6% | Added |
| Barlow Wealth Partners, Inc. | 5,961 | $827.0K | 0.11% | +300+5.3% | Added |
| Beaird Harris Wealth Management, LLC | 4,956 | $829.0K | 0.07% | −193−3.7% | Reduced |
| Tanglewood Legacy Advisors, LLC | 4,988 | $834.5K | 0.37% | +19+0.4% | Added |
| Northern Financial Advisors Inc | 4,991 | $834.9K | 0.69% | −148−2.9% | Reduced |
| MBA Advisors LLC | 4,991 | $835.0K | 0.41% | +225+4.7% | Added |
| Addison Advisors LLC | 4,995 | $835.6K | 0.23% | +139+2.9% | Added |
| American Assets Inc | 5,000 | $836.5K | 0.29% | 00.0% | Unchanged |
| Opus Investment Management Inc | 5,000 | $836.5K | 0.60% | 00.0% | Unchanged |
| Seelaus Asset Management LLC | 5,000 | $836.5K | 0.80% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 5,027 | $841.0K | 0.01% | −7,060−58.4% | Reduced |
| WFA Asset Management Corp | 5,331 | $841.0K | 0.44% | −173−3.1% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 5,030 | $841.5K | 0.29% | +370+7.9% | Added |
| Unified Investment Management | 5,035 | $842.3K | 1.00% | 00.0% | Unchanged |
| Tempus Wealth Planning, LLC | 5,046 | $844.2K | 0.25% | −95−1.8% | Reduced |
| BCS Wealth Management | 5,054 | $845.0K | 0.22% | −109−2.1% | Reduced |
| Scissortail Wealth Management, LLC | 5,053 | $845.3K | 0.22% | +8+0.2% | Added |
| WBI Investments | 5,057 | $846.0K | 0.22% | −4,762−48.5% | Reduced |
| Stephenson National Bank & Trust | 5,066 | $847.5K | 0.30% | −313−5.8% | Reduced |
| Carrera Capital Advisors | 5,068 | $847.9K | 0.19% | +2,535+100.1% | Added |
| Oversea-Chinese Banking CORP Ltd | 5,080 | $848.4K | 0.02% | −612−10.8% | Reduced |
| Aspire Capital Advisors LLC | 5,072 | $848.5K | 0.25% | −7−0.1% | Reduced |
| Channel Wealth LLC | 5,074 | $848.8K | 0.26% | −93−1.8% | Reduced |
| Am Investment Strategies LLC | 5,083 | $850.0K | 0.21% | −201−3.8% | Reduced |
| Edge Wealth Management LLC | 5,096 | $852.5K | 0.17% | −5−0.1% | Reduced |
| Lummis Asset Management, LP | 6,247 | $853.9K | 0.59% | +6,120+4,818.9% | Added |
| Sound Financial Strategies Group, LLC | 5,107 | $854.4K | 0.76% | +5,107 | New |
| Unique Wealth, LLC | 5,112 | $855.2K | 0.16% | +2,903+131.4% | Added |
| Blue Fin Capital, Inc. | 5,120 | $856.5K | 0.17% | +292+6.0% | Added |
| Wedgewood Investors Inc | 5,122 | $856.9K | 1.02% | 00.0% | Unchanged |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 5,088 | $857.5K | 0.07% | +294+6.1% | Added |
| Brandywine Trust Co | 5,129 | $858.0K | 0.13% | 00.0% | Unchanged |
| WorthPointe, LLC | 5,135 | $859.0K | 0.39% | −4−0.1% | Reduced |
| Penserra Capital Management LLC | 5,155 | $862.0K | 0.02% | +773+17.6% | Added |
| Legacy Wealth Asset Management, LLC | 5,163 | $863.7K | 0.24% | −74−1.4% | Reduced |
| Callan Capital, LLC | 5,164 | $863.9K | 0.06% | +246+5.0% | Added |
| Fortis Group Advisors, LLC | 5,177 | $866.0K | 0.17% | +49+1.0% | Added |
| MeadowBrook Investment Advisors LLC | 5,180 | $866.6K | 0.81% | +1,450+38.9% | Added |
| Capital Square, LLC | 5,184 | $867.2K | 0.51% | −20.0% | Reduced |
| Perennial Advisors, LLC | 5,184 | $867.3K | 0.17% | +5,184 | New |
| Arcadia Investment Management Corp | 5,204 | $870.6K | 0.16% | −145−2.7% | Reduced |
| Vishria Bird Financial Group, LLC | 5,220 | $873.2K | 0.30% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 5,232 | $875.2K | 0.13% | +602+13.0% | Added |
| PBMares Wealth Management LLC | 5,240 | $876.6K | 0.18% | −404−7.2% | Reduced |
| Keynote Financial Services LLC | 5,248 | $877.9K | 0.63% | 00.0% | Unchanged |
| Aviso Financial Inc. | 5,250 | $878.3K | 0.04% | +100+1.9% | Added |
| Vicus Capital | 5,251 | $878.4K | 0.08% | −458−8.0% | Reduced |
| Powers Advisory Group, LLC | 5,251 | $878.5K | 0.42% | −8−0.2% | Reduced |
| Brevan Howard Capital Management LP | 5,253 | $878.8K | 0.02% | +5,253 | New |
| Stony Point Wealth Management Inc. | 5,260 | $879.9K | 0.38% | +50+1.0% | Added |
| Meadow Creek Wealth Advisors LLC | 5,268 | $881.3K | 0.66% | −414−7.3% | Reduced |
| Farringdon Capital, Ltd. | 5,269 | $881.5K | 0.44% | −6,786−56.3% | Reduced |
| Tudor Financial Inc. | 5,275 | $882.4K | 0.53% | +10+0.2% | Added |
| Elgethun Capital Management | 5,279 | $883.2K | 0.20% | −1,301−19.8% | Reduced |
| denkapparat Operations GmbH | 5,284 | $884.0K | 0.94% | +2,374+81.6% | Added |
| Accredited Investors Inc. | 5,288 | $884.6K | 0.05% | +4+0.1% | Added |
| Corps Capital Advisors, LLC | 5,294 | $885.6K | 0.93% | +10.0% | Added |
| North Forty Two & Co. | 5,297 | $886.1K | 0.98% | +5+0.1% | Added |
| Alhambra Investment Partners LLC | 5,309 | $888.1K | 0.46% | −100−1.8% | Reduced |
| WestHill Financial Advisors, Inc. | 5,312 | $888.6K | 0.20% | −223−4.0% | Reduced |
| Florida Financial Advisors, LLC | 5,330 | $889.1K | 0.35% | +306+6.1% | Added |
| Klingman & Associates, LLC | 5,316 | $889.3K | 0.05% | +863+19.4% | Added |
| Baker Tilly Wealth Management, LLC | 5,317 | $889.5K | 0.35% | +1,026+23.9% | Added |
| Invst, LLC | 5,332 | $892.0K | 0.12% | +5,332 | New |
| Penney Financial, LLC | 5,335 | $892.4K | 0.59% | −240−4.3% | Reduced |
| ArrowMark Colorado Holdings LLC | 5,338 | $893.0K | 0.01% | 00.0% | Unchanged |
| Leonteq Securities AG | 5,364 | $894.6K | 0.07% | −18,163−77.2% | Reduced |
| CPA Asset Management LLC | 5,353 | $895.4K | 0.39% | 00.0% | Unchanged |
| Merrion Investment Management Co, LLC | 5,361 | $896.8K | 0.64% | −210−3.8% | Reduced |
| Wealthquest Corp | 5,377 | $899.5K | 0.08% | +60+1.1% | Added |
| Cross Staff Investments Inc | 5,378 | $899.7K | 0.68% | +464+9.4% | Added |
| Auxano Advisors, LLC | 5,383 | $900.5K | 0.24% | −3−0.1% | Reduced |
| Zullo Investment Group, Inc. | 5,385 | $900.8K | 0.39% | +302+5.9% | Added |
| Stableford Capital II LLC | 6,542 | $901.9K | 0.38% | −812−11.0% | Reduced |
| Hardman Johnston Global Advisors LLC | 5,400 | $903.4K | 0.04% | 00.0% | Unchanged |
| Beacon Capital Management, LLC | 5,406 | $904.4K | 0.12% | +54+1.0% | Added |