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; 4,142 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
- 3,826
- +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
- 1,694 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 | 4,142 | $243.4B |
| Q1 2026 | 4,312 | $298.0B |
| Q4 2025 | 3,994 | $223.3B |
| Q3 2025 | 3,803 | $225.3B |
| Q2 2025 | 3,708 | $189.0B |
| Q1 2025 | 3,826 | $222.9B |
| Q4 2024 | 3,765 | $194.0B |
| Q3 2024 | 3,488 | $198.0B |
| Q2 2024 | 3,511 | $214.0B |
| Q1 2024 | 3,523 | $212.7B |
| Q4 2023 | 3,478 | $200.3B |
| Q3 2023 | 3,339 | $222.6B |
| Q2 2023 | 3,286 | $205.0B |
| Q1 2023 | 3,273 | $217.1B |
| Q4 2022 | 3,289 | $243.6B |
| Q3 2022 | 3,057 | $195.7B |
| Q2 2022 | 3,060 | $198.4B |
| Q1 2022 | 3,071 | $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 |
|---|---|---|---|---|---|
| Wiser Advisor Group LLC | 360 | $60.2K | 0.09% | +4+1.1% | Added |
| NVWM, LLC | 361 | $60.4K | 0.02% | +12+3.4% | Added |
| Darwin Advisors, LLC | 420 | $61.0K | 0.02% | 00.0% | Unchanged |
| First Pacific Financial | 367 | $61.4K | 0.01% | +367 | New |
| Signature Resources Capital Management, LLC | 376 | $62.9K | 0.05% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 392 | $65.7K | 0.02% | +2+0.5% | Added |
| Richardson Capital Management LLC | 400 | $66.9K | 0.04% | +35+9.6% | Added |
| Bellwether Advisors, LLC | 407 | $68.1K | 0.01% | +58+16.6% | Added |
| DHJJ Financial Advisors, Ltd. | 407 | $68.1K | 0.03% | 00.0% | Unchanged |
| Redwood Park Advisors LLC | 409 | $68.4K | 0.06% | 00.0% | Unchanged |
| Graney & King, LLC | 410 | $68.5K | 0.05% | +1+0.2% | Added |
| Ogorek Anthony Joseph | 423 | $70.0K | 0.02% | +309+271.1% | Added |
| Hurley Capital, LLC | 425 | $71.0K | 0.05% | +2+0.5% | Added |
| Main Street Group, LTD | 442 | $73.8K | 0.03% | +1+0.2% | Added |
| Canton Hathaway, LLC | 449 | $75.0K | 0.02% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 447 | $75.0K | 0.01% | +376+529.6% | Added |
| Tacita Capital Inc | 451 | $75.4K | 0.05% | 00.0% | Unchanged |
| Breakwater Investment Management | 453 | $75.8K | 0.03% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 459 | $76.8K | 0.02% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 463 | $77.5K | 0.02% | 00.0% | Unchanged |
| Ramirez Asset Management, Inc. | 464 | $77.6K | 0.02% | 00.0% | Unchanged |
| Nova Wealth Management, Inc. | 466 | $78.0K | 0.07% | +236+102.6% | Added |
| Private Wealth Management Group, LLC | 467 | $78.1K | 0.03% | −64−12.1% | Reduced |
| Cornerstone Planning Group LLC | 585 | $79.9K | 0.02% | +98+20.1% | Added |
| Burkett Financial Services, LLC | 478 | $80.0K | 0.03% | +5+1.1% | Added |
| Valued Wealth Advisors LLC | 483 | $80.8K | 0.05% | +4+0.8% | Added |
| Briaud Financial Planning, Inc | 487 | $81.0K | 0.03% | 00.0% | Unchanged |
| Flaharty Asset Management, LLC | 489 | $81.8K | 0.01% | +489 | New |
| Wealth Preservation Advisors, LLC | 489 | $81.8K | 0.06% | +489 | New |
| Fourth Dimension Wealth, LLC | 495 | $82.8K | 0.04% | +218+78.7% | Added |
| Goodman Advisory Group, LLC | 499 | $83.5K | 0.03% | +499 | New |
| Stuart Chaussee & Associates, Inc. | 500 | $83.6K | 0.02% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 500 | $83.6K | 0.02% | 00.0% | Unchanged |
| DAGCO, Inc. | 515 | $86.1K | 0.03% | +515 | New |
| Western Pacific Wealth Management, LP | 518 | $86.7K | 0.08% | +1+0.2% | Added |
| Orion Capital Management LLC | 519 | $86.8K | 0.04% | +99+23.6% | Added |
| NewSquare Capital LLC | 521 | $87.2K | 0.01% | +457+714.1% | Added |
| MorganRosel Wealth Management, LLC | 528 | $88.3K | 0.03% | +528 | New |
| DiNuzzo Private Wealth, Inc. | 529 | $88.5K | 0.01% | +6+1.1% | Added |
| High Note Wealth, LLC | 530 | $88.7K | 0.02% | 00.0% | Unchanged |
| Copia Wealth Management | 538 | $90.0K | 0.08% | −426−44.2% | Reduced |
| Clean Yield Group | 543 | $90.8K | 0.03% | −300−35.6% | Reduced |
| Nalls Sherbakoff Group, LLC | 552 | $92.3K | 0.08% | +552 | New |
| CarsonAllaria Wealth Management, Ltd. | 561 | $93.9K | 0.05% | +4+0.7% | Added |
| MRP Capital Investments, LLC | 564 | $94.4K | 0.09% | −584−50.9% | Reduced |
| North Capital, Inc. | 594 | $99.4K | 0.09% | +594 | New |
| Raelipskie Partnership | 600 | $100.4K | 0.05% | −290−32.6% | Reduced |
| Meeder Asset Management Inc | 604 | $101.0K | 0.01% | +603+60,300.0% | Added |
| Abound Wealth Management | 610 | $102.0K | 0.03% | −125−17.0% | Reduced |
| Robinswood Financial LLC | 623 | $104.3K | 0.04% | +284+83.8% | Added |
| Creative Capital Management Investments LLC | 628 | $105.1K | 0.04% | −92−12.8% | Reduced |
| Dunhill Financial, LLC | 630 | $105.4K | 0.05% | +36+6.1% | Added |
| Advantage Trust Co | 634 | $106.1K | 0.06% | −10−1.6% | Reduced |
| Lowe Wealth Advisors, LLC | 638 | $106.7K | 0.05% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 643 | $107.6K | 0.04% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 687 | $109.0K | 0.02% | −6,584−90.6% | Reduced |
| Proffitt & Goodson Inc | 657 | $109.9K | 0.02% | −50−7.1% | Reduced |
| Cherry Tree Wealth Management, LLC | 661 | $110.6K | 0.03% | +36+5.8% | Added |
| Fairscale Capital, LLC | 667 | $111.6K | 0.10% | −39−5.5% | Reduced |
| Saudi Central Bank | 672 | $112.4K | 0.60% | +672 | New |
| Spectrum Wealth Counsel, LLC | 680 | $113.8K | 0.01% | −4−0.6% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 680 | $113.8K | 0.22% | −42−5.8% | Reduced |
| Abound Financial, LLC | 699 | $116.9K | 0.06% | +699 | New |
| FSC Wealth Advisors, LLC | 702 | $117.4K | 0.08% | −30−4.1% | Reduced |
| Investment Research & Advisory Group, Inc. | 703 | $117.6K | 0.05% | 00.0% | Unchanged |
| Inlight Wealth Management, LLC | 704 | $117.8K | 0.07% | +704 | New |
| Financial Network Wealth Management LLC | 712 | $119.0K | 0.04% | +712 | New |
| Ulland Investment Advisors, LLC | 718 | $120.0K | 0.10% | 00.0% | Unchanged |
| Trust Co | 727 | $121.6K | 0.01% | +85+13.2% | Added |
| Foster Dykema Cabot & Partners, LLC | 732 | $122.5K | 0.01% | −640−46.6% | Reduced |
| Prestige Wealth Management Group LLC | 736 | $123.1K | 0.03% | −6−0.8% | Reduced |
| Highline Wealth Partners LLC | 743 | $124.4K | 0.04% | +100+15.6% | Added |
| Mark Sheptoff Financial Planning, LLC | 745 | $124.6K | 0.07% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 773 | $129.0K | 0.05% | −528−40.6% | Reduced |
| O'Brien Wealth Partners LLC | 784 | $131.2K | 0.02% | −83−9.6% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 841 | $140.7K | 0.14% | +841 | New |
| Capital A Wealth Management, LLC | 848 | $141.8K | 0.15% | +320+60.6% | Added |
| Evelyn Partners Investment Management Services Ltd | 870 | $145.5K | 0.02% | +550+171.9% | Added |
| Financial Freedom, LLC | 880 | $147.2K | 0.08% | +6+0.7% | Added |
| Sierra Ocean, LLC | 882 | $147.6K | 0.12% | +118+15.4% | Added |
| West Financial Advisors, LLC | 886 | $148.2K | 0.03% | +886 | New |
| Rakuten Securities, Inc. | 895 | $149.7K | 0.08% | −310−25.7% | Reduced |
| Disciplined Equity Management, Inc. | 900 | $150.6K | 0.10% | 00.0% | Unchanged |
| WealthCollab, LLC | 909 | $152.1K | 0.09% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 914 | $152.8K | 0.01% | −270−22.8% | Reduced |
| Elite Financial, Inc. | 929 | $155.0K | 0.08% | +929 | New |
| Promus Capital, LLC | 931 | $155.8K | 0.12% | +9+1.0% | Added |
| Westchester Capital Management, Inc. | 932 | $155.9K | 0.04% | 00.0% | Unchanged |
| Avalon Trust Co | 943 | $157.7K | 0.01% | +195+26.1% | Added |
| Proathlete Wealth Management LLC | 950 | $159.0K | 0.06% | +950 | New |
| Coston, McIsaac & Partners | 960 | $160.0K | 0.05% | +329+52.1% | Added |
| Park Square Financial Group, LLC | 967 | $161.8K | 0.13% | +258+36.4% | Added |
| New Millennium Group LLC | 976 | $163.3K | 0.11% | −39−3.8% | Reduced |
| Montag & Caldwell, LLC | 1,000 | $167.3K | 0.04% | 00.0% | Unchanged |
| Cove Street Capital, LLC | 1,000 | $167.3K | 0.26% | 00.0% | Unchanged |
| Garrison Bradford & Associates Inc | 1,000 | $167.3K | 0.18% | +1,000 | New |
| Iron Horse Wealth Management, LLC | 1,011 | $169.2K | 0.05% | +124+14.0% | Added |
| Aspect Partners, LLC | 1,031 | $172.5K | 0.10% | +14+1.4% | Added |
| Moisand Fitzgerald Tamayo, LLC | 1,035 | $173.2K | 0.02% | −269−20.6% | Reduced |
| Raffa Wealth Management, LLC | 1,039 | $173.8K | 0.04% | +3+0.3% | Added |