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 |
|---|---|---|---|---|---|
| Versant Capital Management, Inc | 6,744 | $1.13M | 0.19% | +2,205+48.6% | Added |
| Edmond de Rothschild Holding S.A. | 6,746 | $1.13M | 0.02% | −874−11.5% | Reduced |
| Heartwood Wealth Advisors LLC | 6,773 | $1.13M | 0.13% | +569+9.2% | Added |
| Diversified Enterprises, LLC | 6,804 | $1.14M | 0.10% | +1,106+19.4% | Added |
| D.B. Root & Company, LLC | 6,817 | $1.14M | 0.37% | +417+6.5% | Added |
| Abbot Financial Management, Inc. | 6,821 | $1.14M | 0.59% | +5+0.1% | Added |
| MSH Capital Advisors LLC | 6,848 | $1.15M | 0.35% | +165+2.5% | Added |
| Silicon Valley Capital Partners | 6,915 | $1.15M | 0.15% | +149+2.2% | Added |
| Northwest Quadrant Wealth Management, LLC | 6,878 | $1.15M | 0.27% | +53+0.8% | Added |
| Tidemark, LLC | 6,886 | $1.15M | 0.42% | +4+0.1% | Added |
| Denali Advisors LLC | 6,901 | $1.15M | 0.13% | +100+1.5% | Added |
| Bedel Financial Consulting, Inc. | 8,516 | $1.15M | 0.17% | +19+0.2% | Added |
| West Michigan Advisors, LLC | 6,907 | $1.16M | 0.38% | −1,046−13.2% | Reduced |
| Fortune Financial Advisors, LLC | 6,912 | $1.16M | 1.00% | +432+6.7% | Added |
| A. D. Beadell Investment Counsel, Inc. | 6,919 | $1.16M | 0.96% | +161+2.4% | Added |
| Castle Wealth Management LLC | 6,920 | $1.16M | 0.45% | +666+10.6% | Added |
| Canopy Partners, LLC | 6,950 | $1.16M | 0.45% | +4+0.1% | Added |
| Mork Capital Management, LLC | 6,970 | $1.17M | 0.91% | 00.0% | Unchanged |
| Safe Harbor Fiduciary, LLC | 6,975 | $1.17M | 1.21% | −27−0.4% | Reduced |
| Independent Investors Inc | 6,990 | $1.17M | 0.25% | +800+12.9% | Added |
| Schmidt P J Investment Management Inc | 6,996 | $1.17M | 0.21% | −468−6.3% | Reduced |
| Biltmore Family Office, LLC | 7,011 | $1.17M | 0.20% | +4,938+238.2% | Added |
| Westhampton Capital, LLC | 7,050 | $1.18M | 0.64% | −60−0.8% | Reduced |
| Carson Advisory Inc. | 7,056 | $1.18M | 0.79% | −334−4.5% | Reduced |
| Kozak & Associates, Inc. | 8,747 | $1.18M | 0.30% | +53+0.6% | Added |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 7,076 | $1.18M | 0.64% | −852−10.7% | Reduced |
| Armis Advisers, LLC | 8,133 | $1.18M | 0.11% | +5,391+196.6% | Added |
| Forbes J M & Co LLP | 7,102 | $1.19M | 0.12% | +950+15.4% | Added |
| L2 Asset Management, LLC | 7,118 | $1.19M | 0.24% | +583+8.9% | Added |
| Washington Trust Advisors, Inc. | 7,132 | $1.19M | 0.11% | +23+0.3% | Added |
| Wealth Dimensions Group, Ltd. | 7,143 | $1.19M | 0.29% | +942+15.2% | Added |
| RFG - Bristol Wealth Advisors, LLC | 7,147 | $1.20M | 0.40% | −380−5.0% | Reduced |
| Wright Investors Service Inc | 7,147 | $1.20M | 0.40% | −329−4.4% | Reduced |
| Baker Ellis Asset Management LLC | 7,152 | $1.20M | 0.17% | −14−0.2% | Reduced |
| Smith Anglin Financial, LLC | 7,152 | $1.20M | 0.13% | +367+5.4% | Added |
| Keating Investment Counselors Inc | 7,171 | $1.20M | 0.36% | −125−1.7% | Reduced |
| Eley Financial Management, Inc | 7,120 | $1.20M | 0.48% | −46−0.6% | Reduced |
| Vista Investment Management | 7,183 | $1.20M | 0.47% | −645−8.2% | Reduced |
| Aprio Wealth Management, LLC | 7,185 | $1.20M | 0.15% | +2,138+42.4% | Added |
| Retirement Guys Formula LLC | 7,185 | $1.20M | 0.60% | +1,456+25.4% | Added |
| American State Bank (Iowa) | 7,192 | $1.20M | 0.73% | +86+1.2% | Added |
| Monticello Wealth Management, LLC | 7,212 | $1.21M | 0.10% | +180+2.6% | Added |
| Valley Brook Capital Group | 7,216 | $1.21M | 0.95% | 00.0% | Unchanged |
| Per Stirling Capital Management, LLC. | 7,224 | $1.21M | 0.17% | +36+0.5% | Added |
| First Community Trust NA | 7,230 | $1.21M | 1.06% | −130−1.8% | Reduced |
| Pacific Sage Partners, LLC | 7,233 | $1.21M | 0.27% | −984−12.0% | Reduced |
| Schrum Private Wealth Management LLC | 7,244 | $1.21M | 1.07% | +6+0.1% | Added |
| Brandywine Oak Private Wealth LLC | 7,247 | $1.21M | 0.12% | −390−5.1% | Reduced |
| First County Bank | 7,253 | $1.21M | 0.67% | +84+1.2% | Added |
| Prudent Man Advisors, LLC | 7,260 | $1.21M | 0.44% | +168+2.4% | Added |
| Chickasaw Capital Management LLC | 7,283 | $1.22M | 0.05% | −20−0.3% | Reduced |
| Court Place Advisors, LLC | 7,286 | $1.22M | 0.40% | +39+0.5% | Added |
| Eqis Capital Management, Inc. | 7,288 | $1.22M | 0.10% | −1,968−21.3% | Reduced |
| Total Wealth Planning & Management, Inc. | 7,288 | $1.22M | 1.25% | +3,687+102.4% | Added |
| Indiana Trust & Investment Management CO | 7,297 | $1.22M | 0.44% | +205+2.9% | Added |
| Conservest Capital Advisors, Inc. | 7,306 | $1.22M | 0.13% | +162+2.3% | Added |
| OMC Financial Services LTD | 7,307 | $1.22M | 0.55% | 00.0% | Unchanged |
| Pflug Koory, LLC | 7,308 | $1.22M | 0.68% | +61+0.8% | Added |
| Verity Asset Management, Inc. | 7,308 | $1.22M | 0.50% | +3,244+79.8% | Added |
| Wealth Management Associates, Inc. | 7,332 | $1.23M | 0.53% | −524−6.7% | Reduced |
| Tectonic Advisors LLC | 7,333 | $1.23M | 0.08% | +251+3.5% | Added |
| Fischer Financial Services, Inc. | 7,336 | $1.23M | 0.40% | −1,914−20.7% | Reduced |
| Bolthouse Investments, LLC | 7,346 | $1.23M | 1.28% | +2,839+63.0% | Added |
| Flagship Wealth Advisors, LLC | 7,346 | $1.23M | 0.52% | −50−0.7% | Reduced |
| Alpine Woods Capital Investors, LLC | 7,360 | $1.23M | 0.31% | −7,376−50.1% | Reduced |
| South Plains Financial, Inc. | 7,379 | $1.23M | 0.96% | −785−9.6% | Reduced |
| L.M. Kohn & Company | 7,408 | $1.24M | 0.32% | +32+0.4% | Added |
| SevenBridge Financial Group, LLC | 8,778 | $1.24M | 0.24% | −1,709−16.3% | Reduced |
| Covenant Partners, LLC | 7,439 | $1.24M | 0.40% | +350+4.9% | Added |
| Fusion Capital, LLC | 7,474 | $1.25M | 0.48% | +785+11.7% | Added |
| E&G Advisors, LP | 7,484 | $1.25M | 0.35% | +100+1.4% | Added |
| Hazlett, Burt & Watson, Inc. | 7,505 | $1.25M | 0.56% | +99+1.3% | Added |
| Guardian Wealth Advisors, LLC | 7,524 | $1.26M | 0.10% | +64+0.9% | Added |
| RD Lewis Holdings, Inc. | 9,090 | $1.26M | 1.43% | +751+9.0% | Added |
| Enterprise Financial Services Corp | 7,550 | $1.26M | 0.75% | −21−0.3% | Reduced |
| Financial Management Professionals, Inc. | 7,602 | $1.27M | 0.16% | +88+1.2% | Added |
| Paladin Wealth, LLC | 7,605 | $1.27M | 1.14% | +471+6.6% | Added |
| Coastal Investment Advisors, Inc. | 7,608 | $1.27M | 0.58% | −1,909−20.1% | Reduced |
| J. W. Coons Advisors, LLC | 7,613 | $1.27M | 0.34% | +516+7.3% | Added |
| Potomac Fund Management Inc | 9,531 | $1.27M | 0.56% | +617+6.9% | Added |
| Element Wealth, LLC | 7,619 | $1.27M | 0.68% | +24+0.3% | Added |
| Keel Point, LLC | 7,621 | $1.27M | 0.10% | +1,592+26.4% | Added |
| Midwest Professional Planners, LTD. | 7,630 | $1.28M | 0.40% | +247+3.3% | Added |
| Wingate Wealth Advisors, Inc. | 7,640 | $1.28M | 1.47% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 7,652 | $1.28M | 0.25% | +775+11.3% | Added |
| St. Johns Investment Management Company, LLC | 7,669 | $1.28M | 0.63% | −399−4.9% | Reduced |
| Centerstone Investors, LLC | 7,680 | $1.28M | 3.05% | −17,881−70.0% | Reduced |
| Souders Financial Advisors | 7,685 | $1.29M | 0.18% | +441+6.1% | Added |
| Weiss Asset Management LP | 7,692 | $1.29M | 0.03% | −8,326−52.0% | Reduced |
| Global Trust Asset Management, LLC | 7,706 | $1.29M | 0.79% | +1,115+16.9% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 7,706 | $1.29M | 0.20% | 00.0% | Unchanged |
| BIP Wealth, LLC | 7,711 | $1.29M | 0.08% | +72+0.9% | Added |
| Wrapmanager Inc | 7,735 | $1.29M | 0.34% | −47−0.6% | Reduced |
| Allegheny Financial Group LTD | 7,746 | $1.30M | 0.33% | +468+6.4% | Added |
| 1620 Investment Advisors, Inc. | 7,763 | $1.30M | 0.99% | −39−0.5% | Reduced |
| Wendell David Associates Inc | 7,769 | $1.30M | 0.13% | 00.0% | Unchanged |
| Mizuho Markets Americas LLC | 7,780 | $1.30M | 0.03% | −10,138−56.6% | Reduced |
| Red Spruce Capital, LLC | 7,801 | $1.31M | 0.61% | −182−2.3% | Reduced |
| Ackerman Capital Advisors, LLC | 7,807 | $1.31M | 0.34% | 00.0% | Unchanged |
| Roof Eidam & Maycock | 7,814 | $1.31M | 0.35% | 00.0% | Unchanged |