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 |
|---|---|---|---|---|---|
| Grant Street Asset Management, Inc. | 1,325 | $221.7K | 0.05% | +1,325 | New |
| Warner Financial, Inc | 1,327 | $222.0K | 0.10% | +1,327 | New |
| Cannon Financial Strategists, Inc. | 1,330 | $222.5K | 0.04% | +1,330 | New |
| Innova Wealth Partners | 1,331 | $222.7K | 0.14% | +1,331 | New |
| BlackDiamond Wealth Management Inc. | 1,610 | $223.0K | 0.15% | +1,610 | New |
| Meritas Wealth Management, LLC | 1,333 | $223.0K | 0.13% | +1,333 | New |
| Symmetry Partners, LLC | 1,334 | $223.2K | 0.03% | −437−24.7% | Reduced |
| Elite Life Management LLC | 1,335 | $223.3K | 0.70% | +1,335 | New |
| Alpha Advisors, LLC | 1,335 | $223.4K | 0.19% | −96−6.7% | Reduced |
| GEN Financial Management, INC. | 1,336 | $223.5K | 0.15% | −107−7.4% | Reduced |
| Emprise Bank | 1,337 | $223.7K | 0.12% | −894−40.1% | Reduced |
| TABR Capital Management, LLC | 1,337 | $223.7K | 0.23% | +1,337 | New |
| Fiducient Advisors LLC | 1,338 | $223.8K | 0.03% | −67−4.8% | Reduced |
| PrairieView Partners, LLC | 1,344 | $224.0K | 0.02% | −78−5.5% | Reduced |
| Beacon Financial Advisory LLC | 1,343 | $224.6K | 0.07% | +1,343 | New |
| Dakota Community Bank & Trust NA | 1,344 | $224.8K | 1.08% | −4−0.3% | Reduced |
| LMR Partners LLP | 1,344 | $224.8K | 0.00% | +1,344 | New |
| Uptown Financial Advisors LLC | 1,345 | $225.0K | 0.23% | +1,345 | New |
| Whitcomb & Hess, Inc. | 1,346 | $225.2K | 0.07% | +1,346 | New |
| Maxele Advisors, LLC | 1,348 | $225.5K | 0.22% | +1,348 | New |
| Verus Financial Partners, Inc. | 1,678 | $225.8K | 0.03% | +273+19.4% | Added |
| Check Capital Management Inc | 1,350 | $225.8K | 0.01% | −150−10.0% | Reduced |
| Twin Lakes Capital Management, LLC | 1,352 | $226.2K | 0.15% | 00.0% | Unchanged |
| FSA Wealth Management LLC | 1,354 | $226.5K | 0.10% | −12−0.9% | Reduced |
| Red Wave Investments LLC | 1,354 | $226.5K | 0.08% | +1,354 | New |
| First Citizens Financial Corp | 1,360 | $227.5K | 0.13% | +1,360 | New |
| Shira Ridge Wealth Management | 1,361 | $227.7K | 0.11% | −254−15.7% | Reduced |
| Horizon Bancorp Inc | 1,370 | $229.0K | 0.13% | −75−5.2% | Reduced |
| Consolidated Capital Management, LLC | 1,369 | $229.0K | 0.10% | +1,369 | New |
| O'Keefe Stevens Advisory, Inc. | 1,371 | $229.4K | 0.08% | −68−4.7% | Reduced |
| BluePointe Capital Management, LLC | 1,374 | $229.9K | 0.09% | +1,374 | New |
| PFS Partners, LLC | 1,375 | $230.1K | 0.12% | −17−1.2% | Reduced |
| Trinity Financial Advisors LLC | 1,481 | $231.2K | 0.08% | +71+5.0% | Added |
| Wolf Group Capital Advisors | 1,382 | $231.2K | 0.08% | +1,382 | New |
| Investment House LLC | 1,383 | $231.4K | 0.01% | 00.0% | Unchanged |
| City Center Advisors, LLC | 1,385 | $231.7K | 0.27% | +1,385 | New |
| Rockbridge Investment Management, LCC | 1,387 | $232.1K | 0.03% | +1,387 | New |
| NDVR, Inc. | 1,387 | $232.1K | 0.24% | −113−7.5% | Reduced |
| Arista Wealth Management, LLC | 1,392 | $232.8K | 0.06% | −45−3.1% | Reduced |
| Annandale Capital, LLC | 1,392 | $233.0K | 0.04% | −79−5.4% | Reduced |
| Peloton Wealth Strategists | 1,390 | $233.0K | 0.10% | +1,390 | New |
| Headland Capital, LLC | 1,394 | $233.2K | 0.08% | −57−3.9% | Reduced |
| FreeGulliver LLC | 1,395 | $233.4K | 0.12% | −554−28.4% | Reduced |
| Iron Financial, LLC | 1,398 | $233.9K | 0.13% | +1,398 | New |
| Tandem Investment Advisors, Inc. | 1,398 | $234.0K | 0.01% | −345−19.8% | Reduced |
| Well Done, LLC | 1,616 | $234.1K | 0.04% | −74−4.4% | Reduced |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 1,400 | $234.2K | 0.01% | +1,400 | New |
| Awm Capital, LLC | 1,401 | $234.3K | 0.03% | +1,401 | New |
| Sage Investment Counsel LLC | 1,403 | $234.7K | 0.30% | −100−6.7% | Reduced |
| Northstar Group, Inc. | 1,403 | $234.9K | 0.04% | 00.0% | Unchanged |
| AtlasMark Financial, Inc | 1,404 | $234.9K | 0.22% | 00.0% | Unchanged |
| Wade Financial Advisory, Inc | 1,406 | $235.2K | 0.08% | −47−3.2% | Reduced |
| Sterling Investment Advisors LLC | 1,407 | $235.4K | 0.13% | −3−0.2% | Reduced |
| Invenio Wealth Partners LLC | 1,409 | $235.7K | 0.10% | +1,409 | New |
| IAG Wealth Partners, LLC | 1,410 | $235.9K | 0.04% | −233−14.2% | Reduced |
| Affiance Financial, LLC | 1,412 | $236.2K | 0.06% | 00.0% | Unchanged |
| Tandem Financial, LLC | 1,412 | $236.2K | 0.26% | +1+0.1% | Added |
| Keystone Wealth Services, LLC | 1,413 | $236.4K | 0.06% | +1,413 | New |
| Laraway Financial Inc | 1,420 | $237.6K | 0.19% | 00.0% | Unchanged |
| Pinnacle Financial Group, LLC | 1,421 | $237.7K | 0.09% | +1,421 | New |
| WT Wealth Management | 1,422 | $237.9K | 0.08% | −365−20.4% | Reduced |
| Mathes Company, Inc. | 1,422 | $238.0K | 0.10% | −490−25.6% | Reduced |
| Collaborative Wealth Managment Inc. | 1,424 | $238.1K | 0.11% | +11+0.8% | Added |
| Lockerman Financial Group, Inc. | 1,424 | $238.2K | 0.36% | −134−8.6% | Reduced |
| Michael A. Dubis Financial Planning, LLC | 1,427 | $238.7K | 0.23% | +1+0.1% | Added |
| Investment Partners Asset Management, Inc. | 1,427 | $238.8K | 0.19% | −1,792−55.7% | Reduced |
| Brown Wealth Management, LLC | 1,428 | $238.9K | 0.08% | +37+2.7% | Added |
| M3 Advisory Group, LLC | 1,431 | $239.3K | 0.19% | −81−5.4% | Reduced |
| Seek First Inc. | 1,431 | $239.4K | 0.21% | +1,431 | New |
| Crux Wealth Advisors | 1,432 | $239.6K | 0.12% | −87−5.7% | Reduced |
| Paradiem, LLC | 1,439 | $240.7K | 0.07% | 00.0% | Unchanged |
| REDW Wealth LLC | 1,443 | $241.4K | 0.09% | +59+4.3% | Added |
| Evelyn Partners Investment Management (Europe) Ltd | 1,450 | $242.6K | 0.09% | 00.0% | Unchanged |
| Luts & Greenleigh Group, Inc | 1,452 | $242.8K | 0.24% | −349−19.4% | Reduced |
| Marshall Financial Group LLC | 1,454 | $243.2K | 0.05% | −425−22.6% | Reduced |
| Cura Wealth Advisors, LLC | 1,455 | $243.4K | 0.10% | −36−2.4% | Reduced |
| Rochester Wealth Strategies, LLC | 1,459 | $244.1K | 0.19% | +1,459 | New |
| LifePlan Investment Advisors, Inc. | 1,460 | $244.2K | 0.14% | −53−3.5% | Reduced |
| Cherrydale Wealth Management, LLC | 1,461 | $244.4K | 0.10% | +1,461 | New |
| Burns Matteson Capital Management, LLC | 1,462 | $244.6K | 0.13% | −68−4.4% | Reduced |
| Covestor Ltd | 1,464 | $245.0K | 0.16% | −137−8.6% | Reduced |
| AA Financial Advisors, LLC | 1,467 | $245.4K | 0.06% | +1,467 | New |
| Prospect Financial Services LLC | 1,471 | $246.1K | 0.14% | −577−28.2% | Reduced |
| Interactive Financial Advisors | 1,476 | $246.9K | 0.13% | 00.0% | Unchanged |
| Diversified Investment Strategies, LLC | 1,478 | $247.2K | 0.17% | 00.0% | Unchanged |
| Hamilton Point Investment Advisors, LLC | 1,478 | $247.3K | 0.04% | +39+2.7% | Added |
| Aletheian Wealth Advisors LLC | 1,488 | $249.0K | 0.14% | +1,488 | New |
| Penbrook Management LLC | 1,490 | $249.3K | 0.19% | −65−4.2% | Reduced |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 1,490 | $249.3K | 0.12% | +1,114+296.3% | Added |
| Opes Wealth Management LLC | 1,490 | $249.3K | 0.05% | −95−6.0% | Reduced |
| Berkshire Money Management, Inc. | 1,491 | $249.4K | 0.03% | −295−16.5% | Reduced |
| ForthRight Wealth Management, LLC | 1,492 | $249.6K | 0.08% | −77−4.9% | Reduced |
| Advance Capital Management, Inc. | 1,494 | $249.9K | 0.01% | +38+2.6% | Added |
| Life Planning Partners, Inc | 1,494 | $250.0K | 0.23% | +1,494 | New |
| Capital Planning LLC | 1,499 | $250.7K | 0.07% | −179−10.7% | Reduced |
| Atlas Capital Advisors LLC | 1,500 | $250.9K | 0.03% | 00.0% | Unchanged |
| Payden & Rygel | 1,500 | $251.0K | 0.02% | 00.0% | Unchanged |
| Rebalance, LLC | 1,501 | $251.0K | 0.02% | +1+0.1% | Added |
| Walkner Condon Financial Advisors LLC | 1,501 | $251.1K | 0.05% | +1,501 | New |
| Franklin, Parlapiano, Turner & Welch, LLC | 1,503 | $251.4K | 0.07% | 00.0% | Unchanged |