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
- 3,826
- +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 | 4,143 | $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 |
|---|---|---|---|---|---|
| Stone House Investment Management, LLC | 1,046 | $175.1K | 0.04% | +1,046 | New |
| MPWM Advisory Solutions, LLC | 1,053 | $176.1K | 0.13% | −428−28.9% | Reduced |
| TD Capital Management LLC | 1,070 | $179.0K | 0.02% | +116+12.2% | Added |
| Columbia River Financial Group, LLC | 1,071 | $179.0K | 0.12% | +1,071 | New |
| Bernard Wealth Management Corp. | 1,071 | $179.2K | 0.09% | +31+3.0% | Added |
| Mizuho Securities Co. Ltd. | 1,080 | $180.7K | 2.14% | +880+440.0% | Added |
| Binnacle Investments Inc | 1,080 | $180.7K | 0.13% | +1,080 | New |
| eCIO, Inc. | 1,083 | $181.2K | 0.06% | +1,083 | New |
| SJS Investment Consulting Inc. | 1,096 | $183.3K | 0.03% | +303+38.2% | Added |
| Clear Street Markets LLC | 1,100 | $184.0K | 0.13% | +1,100 | New |
| Migdal Insurance & Financial Holdings Ltd. | 1,109 | $186.0K | 0.00% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 1,134 | $189.7K | 0.12% | +1+0.1% | Added |
| Cranbrook Wealth Management, LLC | 1,140 | $190.7K | 0.04% | +30+2.7% | Added |
| Syverson Strege & Co | 1,196 | $200.0K | 0.06% | +1,196 | New |
| Seven Springs Wealth Group, LLC | 1,196 | $200.1K | 0.07% | +1,196 | New |
| Stephenson & Company, Inc. | 1,198 | $200.4K | 0.13% | +1,198 | New |
| Saturna Capital CORP | 1,200 | $200.7K | 0.00% | +1,200 | New |
| V2 Financial group LLC | 1,200 | $200.7K | 0.13% | +1,200 | New |
| Financial Insights, Inc. | 1,204 | $201.4K | 0.08% | −746−38.3% | Reduced |
| Goldstein Advisors, LLC | 1,206 | $201.8K | 0.03% | +1,206 | New |
| Cascade Financial Partners, LLC | 1,207 | $201.9K | 0.03% | +1,207 | New |
| Alpha Financial Partners, LLC | 1,208 | $202.2K | 0.16% | −474−28.2% | Reduced |
| GoalFusion Wealth Management, LLC | 1,209 | $202.3K | 0.11% | +1,209 | New |
| Jag Capital Management, LLC | 1,209 | $202.3K | 0.03% | +1,209 | New |
| Cahaba Wealth Management, Inc. | 1,210 | $202.4K | 0.02% | +1,210 | New |
| American Financial Advisors, LLC | 1,210 | $202.4K | 0.03% | +1,210 | New |
| Harbor Group, Inc. | 1,210 | $202.5K | 0.04% | +1,210 | New |
| Holland Advisory Services, Inc. | 1,211 | $202.5K | 0.31% | +1,211 | New |
| Stewardship Advisors, LLC | 1,211 | $202.6K | 0.05% | +1,211 | New |
| Leonard Rickey Investment Advisors P.L.L.C. | 1,500 | $202.9K | 0.04% | −14−0.9% | Reduced |
| Next Capital Management LLC | 1,213 | $203.0K | 0.10% | −912−42.9% | Reduced |
| Reynders McVeigh Capital Management, LLC | 1,212 | $203.0K | 0.01% | −200−14.2% | Reduced |
| Beacon Bridge Wealth Partners, LLC | 1,215 | $203.3K | 0.09% | +1,215 | New |
| TPG Financial Advisors, LLC | 1,216 | $203.4K | 0.09% | +1,216 | New |
| Peak Financial Management, Inc. | 1,217 | $203.6K | 0.06% | +1,217 | New |
| Hill Island Financial LLC | 1,218 | $203.7K | 0.06% | −235−16.2% | Reduced |
| Pinnacle Family Advisors, LLC | 1,219 | $203.9K | 0.11% | +1,219 | New |
| HF Advisory Group, LLC | 1,220 | $204.0K | 0.09% | +1,220 | New |
| Wall Street Access Asset Management, LLC | 1,220 | $204.1K | 0.08% | +1,220 | New |
| Kera Capital Partners, Inc. | 1,220 | $204.1K | 0.06% | +1,220 | New |
| Capital Management Associates, Inc | 1,222 | $204.3K | 0.05% | +1,222 | New |
| William Allan, LLC | 1,222 | $204.4K | 0.13% | +1,222 | New |
| Centricity Wealth Management, LLC | 1,225 | $205.0K | 0.19% | −35−2.8% | Reduced |
| West Coast Financial LLC | 1,226 | $205.1K | 0.02% | +1,226 | New |
| Buska Wealth Management, LLC | 1,229 | $205.6K | 0.06% | +1,229 | New |
| Westend Capital Management, LLC | 1,230 | $205.8K | 0.08% | +607+97.4% | Added |
| Heritage Investment Group, Inc. | 1,234 | $206.4K | 0.04% | +1,234 | New |
| Maripau Wealth Management LLC | 1,234 | $206.5K | 0.12% | −3,131−71.7% | Reduced |
| Comprehensive Financial Planning, Inc. | 1,238 | $207.1K | 0.20% | +8+0.7% | Added |
| Jackson Thornton Asset Management, LLC | 1,504 | $207.4K | 0.03% | −87−5.5% | Reduced |
| Blue Barn Wealth, LLC | 1,240 | $207.4K | 0.11% | +1,240 | New |
| Vista Private Wealth Partners. LLC | 1,241 | $207.6K | 0.07% | +1,211+4,036.7% | Added |
| Defined Financial Planning LLC | 1,239 | $208.8K | 0.21% | +1,239 | New |
| Glassy Mountain Advisors, Inc. | 1,249 | $208.9K | 0.07% | +1,249 | New |
| Gateway Wealth Partners, LLC | 1,252 | $209.5K | 0.05% | +1,252 | New |
| Strait & Sound Wealth Management LLC | 1,259 | $210.6K | 0.10% | −174−12.1% | Reduced |
| Motive Wealth Advisors | 1,259 | $210.6K | 0.11% | +1,259 | New |
| H&H Retirement Design & Management INC | 1,576 | $210.7K | 0.14% | +5+0.3% | Added |
| Frederick Financial Consultants, LLC | 1,261 | $210.9K | 0.15% | +1,261 | New |
| GW&K Investment Management, LLC | 1,260 | $211.0K | 0.00% | +318+33.8% | Added |
| Ehrlich Financial Group | 1,263 | $211.3K | 0.15% | +1,263 | New |
| EWG Elevate Inc. | 1,265 | $211.6K | 0.08% | −1,630−56.3% | Reduced |
| Core Wealth Advisors, Inc. | 1,266 | $211.8K | 0.07% | +1,266 | New |
| Ewa, LLC | 1,268 | $212.1K | 0.08% | +1,268 | New |
| BFI Infinity Ltd. | 1,271 | $212.6K | 0.23% | +1,271 | New |
| Christensen, King & Associates Investment Services, Inc. | 1,284 | $213.1K | 0.10% | +1,284 | New |
| Seeds Investor LLC | 1,275 | $213.2K | 0.06% | +1,275 | New |
| Pine Haven Investment Counsel, Inc | 1,275 | $213.3K | 0.18% | +1,275 | New |
| Vantage Point Financial LLC | 1,275 | $213.3K | 0.11% | +1,275 | New |
| Hughes Financial Services, LLC | 1,267 | $213.5K | 0.04% | +1,267 | New |
| Bellevue Asset Management, LLC | 1,277 | $213.8K | 0.12% | +6+0.5% | Added |
| Hobbs Wealth Management, LLC | 1,278 | $213.8K | 0.24% | +1,278 | New |
| USAdvisors Wealth Management, LLC | 1,279 | $214.0K | 0.07% | +1,279 | New |
| Summit Wealth & Retirement Planning, Inc. | 1,280 | $214.1K | 0.07% | +1,280 | New |
| Miller Wealth Advisors, LLC | 1,285 | $215.0K | 0.12% | +11+0.9% | Added |
| Vestor Capital, LLC | 1,284 | $215.0K | 0.02% | +14+1.1% | Added |
| R. W. Roge & Company, Inc. | 1,290 | $215.0K | 0.12% | +1,290 | New |
| DORVAL Corp | 1,357 | $215.3K | 0.09% | +1,357 | New |
| Centurion Wealth Management LLC | 1,487 | $215.4K | 0.07% | 00.0% | Unchanged |
| Ascent Capital Management, LLC | 1,289 | $215.6K | 0.22% | +1,289 | New |
| 1858 Wealth Management, LLC | 1,290 | $215.8K | 0.18% | +1,290 | New |
| Phillips Financial Management, LLC | 1,292 | $216.2K | 0.02% | +1,292 | New |
| HRC Wealth Management, LLC | 1,292 | $216.2K | 0.13% | +1,292 | New |
| WESPAC Advisors SoCal, LLC | 1,294 | $216.5K | 0.06% | +1,294 | New |
| Ade, LLC | 1,295 | $216.6K | 0.12% | −300−18.8% | Reduced |
| Transatlantique Private Wealth LLC | 1,296 | $216.8K | 0.09% | −137−9.6% | Reduced |
| Howard Wealth Management, LLC | 1,297 | $217.0K | 0.12% | +1,297 | New |
| CKW Financial Group | 1,290 | $217.0K | 0.03% | +2+0.2% | Added |
| Sanders Morris Harris LLC | 1,300 | $217.5K | 0.03% | +1,300 | New |
| Cumberland Advisors Inc | 1,300 | $217.5K | 0.10% | +1,300 | New |
| Aquire Wealth Advisors, LLC | 1,302 | $217.8K | 0.07% | +1,302 | New |
| BTS Asset Management, Inc. | 1,303 | $218.0K | 0.25% | +1,303 | New |
| Blankinship & Foster, LLC | 1,303 | $218.0K | 0.06% | +1,303 | New |
| Meridian Wealth Partners, LLC | 1,306 | $218.5K | 0.03% | −848−39.4% | Reduced |
| Mountain Capital Investment Advisors, Inc | 1,573 | $218.7K | 0.05% | +217+16.0% | Added |
| Bouchey Financial Group Ltd | 1,313 | $219.7K | 0.02% | +1,313 | New |
| Raub Brock Capital Management LP | 1,313 | $219.7K | 0.05% | −316−19.4% | Reduced |
| Councilmark Asset Management, LLC | 1,315 | $220.0K | 0.15% | +1,315 | New |
| Masso Torrence Wealth Management Inc. | 1,319 | $220.7K | 0.12% | +1,319 | New |
| HFG Wealth Management, LLC | 1,528 | $221.4K | 0.13% | −10−0.7% | Reduced |