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 |
|---|---|---|---|---|---|
| Tableaux LLC | 5,414 | $905.7K | 0.65% | +1,000+22.7% | Added |
| Forte Capital LLC | 5,420 | $906.7K | 0.11% | −55−1.0% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 5,423 | $907.0K | 0.12% | 00.0% | Unchanged |
| Bordeaux Wealth Advisors LLC | 5,446 | $911.0K | 0.17% | +2,250+70.4% | Added |
| Kathmere Capital Management, LLC | 5,451 | $911.8K | 0.08% | +2,692+97.6% | Added |
| Rather & Kittrell, Inc. | 5,453 | $912.2K | 0.20% | +22+0.4% | Added |
| Uniting Wealth Partners, LLC | 5,459 | $913.3K | 0.46% | −10.0% | Reduced |
| United Advisor Group, LLC | 5,462 | $913.8K | 0.19% | −2,032−27.1% | Reduced |
| Newbridge Financial Services Group, Inc. | 5,463 | $913.9K | 0.22% | +961+21.3% | Added |
| Prevail Innovative Wealth Advisors, LLC | 5,488 | $918.0K | 0.24% | +3,246+144.8% | Added |
| Compass Ion Advisors, LLC | 5,488 | $918.0K | 0.11% | −633−10.3% | Reduced |
| Sound Income Strategies, LLC | 5,490 | $918.4K | 0.05% | −1,316−19.3% | Reduced |
| Hanson & Doremus Investment Management | 5,492 | $919.0K | 0.13% | −94−1.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 5,494 | $919.1K | 0.53% | +1,194+27.8% | Added |
| Wealth Architects, LLC | 5,499 | $919.9K | 0.10% | +1,969+55.8% | Added |
| Monument Capital Management | 5,503 | $920.6K | 0.28% | +2,342+74.1% | Added |
| Zhang Financial LLC | 5,507 | $921.2K | 0.05% | +2,030+58.4% | Added |
| Diamant Asset Management, Inc. | 5,510 | $921.8K | 0.70% | 00.0% | Unchanged |
| McGlone Suttner Wealth Management, Inc. | 5,515 | $922.6K | 0.15% | +1,181+27.2% | Added |
| Gerber Kawasaki Wealth & Investment Management | 5,516 | $922.8K | 0.04% | +651+13.4% | Added |
| Prossimo Advisors, LLC | 5,515 | $923.0K | 0.69% | −41−0.7% | Reduced |
| Oarsman Capital, Inc. | 5,533 | $925.6K | 0.17% | −345−5.9% | Reduced |
| Central Bank & Trust Co | 5,535 | $926.0K | 0.15% | +263+5.0% | Added |
| Chesapeake Asset Management LLC | 5,540 | $926.8K | 0.88% | +233+4.4% | Added |
| Islay Capital Management, LLC | 5,556 | $929.5K | 0.63% | −274−4.7% | Reduced |
| Cambridge Advisors Inc. | 5,569 | $931.7K | 0.20% | −19−0.3% | Reduced |
| Belmont Capital, LLC | 5,571 | $932.0K | 0.17% | 00.0% | Unchanged |
| SkyOak Wealth, LLC | 5,571 | $932.0K | 0.20% | +93+1.7% | Added |
| IAM Advisory, LLC | 5,571 | $932.0K | 0.24% | −181−3.1% | Reduced |
| Nemes Rush Group LLC | 5,582 | $933.9K | 0.12% | −632−10.2% | Reduced |
| Barr E S & Co | 5,597 | $936.3K | 0.06% | −700−11.1% | Reduced |
| Sentry LLC | 5,605 | $937.7K | 0.18% | 00.0% | Unchanged |
| Integris Wealth Management, LLC | 5,613 | $939.1K | 0.27% | +10+0.2% | Added |
| Vision Capital Management, Inc. | 5,618 | $939.8K | 0.14% | +950+20.4% | Added |
| Regatta Capital Group, LLC | 5,621 | $940.3K | 0.18% | −92−1.6% | Reduced |
| Copperwynd Financial, LLC | 5,656 | $946.2K | 0.26% | +607+12.0% | Added |
| Saranac Partners Ltd | 5,661 | $947.0K | 0.54% | +580+11.4% | Added |
| KC Investment Advisors, LLC | 5,662 | $947.2K | 0.21% | +85+1.5% | Added |
| Connecticut Wealth Management, LLC | 5,664 | $947.5K | 0.05% | −1,924−25.4% | Reduced |
| Bullock Wealth Management Group | 5,632 | $949.1K | 0.53% | +22+0.4% | Added |
| Relyea Zuckerberg Hanson LLC | 5,692 | $952.3K | 0.13% | +333+6.2% | Added |
| Mogy Joel R Investment Counsel Inc | 5,693 | $952.4K | 0.06% | −1,650−22.5% | Reduced |
| Edgemoor Investment Advisors, Inc. | 5,693 | $952.4K | 0.09% | 00.0% | Unchanged |
| Tang Capital Management LLC | 5,697 | $953.1K | 0.05% | −281−4.7% | Reduced |
| YANKCOM Partnership | 5,700 | $953.6K | 0.52% | +40+0.7% | Added |
| Westbourne Investments, Inc. | 5,706 | $954.6K | 0.58% | +2,390+72.1% | Added |
| Beutel, Goodman & Co Ltd. | 5,727 | $958.0K | 0.01% | +5,727 | New |
| Wilkinson Global Asset Management LLC | 5,738 | $959.9K | 0.06% | −855−13.0% | Reduced |
| American Trust Investment Advisors, LLC | 5,741 | $960.4K | 0.40% | +5,741 | New |
| 49 Wealth Management, LLC | 5,746 | $961.2K | 0.12% | +1,289+28.9% | Added |
| First National Bank of Mount Dora, Trust Investment Services | 5,747 | $961.4K | 0.23% | −740−11.4% | Reduced |
| Evergreen Wealth Solutions, LLC | 5,747 | $961.5K | 0.65% | −870−13.1% | Reduced |
| Smithbridge Asset Management Inc | 5,753 | $962.4K | 0.18% | +5,753 | New |
| Interchange Capital Partners, LLC | 5,763 | $964.1K | 0.27% | +622+12.1% | Added |
| Altrafin AG | 5,771 | $965.4K | 0.38% | −8,569−59.8% | Reduced |
| Sovran Advisors, LLC | 7,009 | $966.3K | 0.13% | +1,039+17.4% | Added |
| Greykasell Wealth Strategies, Inc. | 5,777 | $966.4K | 0.52% | +20.0% | Added |
| Union Savings Bank | 5,787 | $968.1K | 0.47% | −1,002−14.8% | Reduced |
| Elk River Wealth Management, LLC | 5,792 | $968.9K | 0.18% | −25−0.4% | Reduced |
| First Financial Corp | 5,793 | $969.1K | 0.47% | −7−0.1% | Reduced |
| Partnership Wealth Management, LLC | 5,800 | $970.3K | 0.82% | 00.0% | Unchanged |
| Beirne Wealth Consulting Services, LLC | 5,805 | $971.1K | 0.35% | 00.0% | Unchanged |
| Private Management Group Inc | 5,808 | $971.6K | 0.03% | +44+0.8% | Added |
| Good Steward Wealth Advisors,LLC | 5,811 | $972.1K | 0.88% | +5,811 | New |
| Waterfront Wealth Inc. | 5,812 | $972.2K | 0.24% | −20.0% | Reduced |
| Tyler-Stone Wealth Management | 5,814 | $972.7K | 0.17% | +434+8.1% | Added |
| Code Waechter LLC | 5,814 | $973.0K | 0.80% | +485+9.1% | Added |
| First Business Financial Services, Inc. | 5,822 | $974.0K | 0.10% | +193+3.4% | Added |
| 626 Financial, LLC | 5,830 | $975.4K | 0.50% | −76−1.3% | Reduced |
| Financial Partners Group, Inc | 5,835 | $976.2K | 0.15% | −609−9.5% | Reduced |
| Sandbox Financial Partners, LLC | 5,837 | $976.4K | 0.34% | +98+1.7% | Added |
| Stonebridge Financial Group, LLC | 5,866 | $981.3K | 0.10% | +22+0.4% | Added |
| CV Advisors LLC | 5,990 | $982.8K | 0.35% | +115+2.0% | Added |
| Financial Synergies Wealth Advisors, Inc. | 5,878 | $983.4K | 0.12% | +526+9.8% | Added |
| Compagnie Lombard Odier SCmA | 5,880 | $983.7K | 0.01% | −5,346−47.6% | Reduced |
| Safeguard Investment Advisory Group, LLC | 5,884 | $985.5K | 0.27% | +399+7.3% | Added |
| Bridgewater Advisors Inc. | 7,085 | $986.9K | 0.09% | +7,085 | New |
| Silverleafe Capital Partners, LLC | 5,901 | $987.2K | 0.34% | +83+1.4% | Added |
| Counterweight Ventures, LLC | 5,915 | $989.5K | 0.71% | +87+1.5% | Added |
| Ascent Wealth Partners, LLC | 5,922 | $990.6K | 0.13% | −20.0% | Reduced |
| American Institute for Advanced Investment Management, LLP | 5,926 | $991.4K | 0.76% | −140−2.3% | Reduced |
| Hodges Capital Management Inc. | 5,939 | $993.0K | 0.10% | −1,792−23.2% | Reduced |
| Vista Capital Partners, Inc. | 5,938 | $993.4K | 0.12% | +495+9.1% | Added |
| Aigen Investment Management, LP | 5,969 | $998.6K | 0.16% | +5,969 | New |
| Shore Point Advisors, LLC | 5,970 | $998.7K | 0.53% | 00.0% | Unchanged |
| Central Valley Advisors, LLC | 5,973 | $999.4K | 0.38% | −928−13.4% | Reduced |
| Guardian Wealth Advisors, LLC | 5,974 | $999.4K | 0.64% | −33−0.5% | Reduced |
| Baron Wealth Management LLC | 5,978 | $1.00M | 0.44% | −257−4.1% | Reduced |
| LBMC Investment Advisors, LLC | 5,983 | $1.00M | 0.08% | +141+2.4% | Added |
| LGT Financial Advisors LLC | 5,995 | $1.00M | 3.06% | −1,939−24.4% | Reduced |
| Next Level Private LLC | 5,994 | $1.00M | 0.37% | −17−0.3% | Reduced |
| William B. Walkup & Associates, Inc. | 6,000 | $1.00M | 0.61% | +865+16.8% | Added |
| Net Worth Advisory Group | 6,002 | $1.00M | 0.32% | +1,419+31.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 6,002 | $1.00M | 0.15% | +242+4.2% | Added |
| Beacon Investment Advisors LLC | 6,003 | $1.00M | 0.47% | −309−4.9% | Reduced |
| Sterneck Capital Management, LLC | 6,013 | $1.01M | 0.54% | +24+0.4% | Added |
| Viawealth, LLC | 6,037 | $1.01M | 0.62% | −64−1.0% | Reduced |
| Consilium Wealth Advisory, LLC | 6,041 | $1.01M | 0.51% | −47−0.8% | Reduced |
| Tanager Wealth Management LLP | 6,043 | $1.01M | 0.13% | +371+6.5% | Added |
| Quantbot Technologies LP | 6,043 | $1.01M | 0.03% | +6,043 | New |