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 |
|---|---|---|---|---|---|
| LVZ Advisors, Inc. | 1,516 | $253.6K | 0.03% | 00.0% | Unchanged |
| Evolution Wealth Advisors, LLC | 1,521 | $254.4K | 0.04% | −70−4.4% | Reduced |
| Crowley Wealth Management, Inc. | 1,523 | $254.7K | 0.24% | +11+0.7% | Added |
| Morey & Quinn Wealth Partners, LLC | 1,524 | $254.9K | 0.21% | +31+2.1% | Added |
| Putney Financial Group LLC | 1,529 | $255.8K | 0.27% | −1,114−42.1% | Reduced |
| Canvas Wealth Advisors, LLC | 1,866 | $256.2K | 0.07% | −161−7.9% | Reduced |
| Sharkey, Howes & Javer | 1,536 | $256.9K | 0.04% | −946−38.1% | Reduced |
| Novus Advisors, LLC | 1,539 | $257.5K | 0.26% | −2−0.1% | Reduced |
| One Charles Private Wealth Services, LLC | 1,540 | $257.6K | 0.08% | 00.0% | Unchanged |
| Meixler Investment Management, Ltd. | 1,540 | $257.6K | 0.18% | −150−8.9% | Reduced |
| DDFG, Inc | 1,540 | $257.7K | 0.07% | 00.0% | Unchanged |
| McAlister, Sweet & Associates, Inc. | 1,543 | $258.1K | 0.20% | +1,543 | New |
| Slocum, Gordon & Co LLP | 1,547 | $258.8K | 0.19% | 00.0% | Unchanged |
| Wealth Advisors of Iowa, LLC | 1,547 | $258.8K | 0.11% | +47+3.1% | Added |
| Sage Capital Management, LLC | 1,550 | $259.3K | 0.14% | 00.0% | Unchanged |
| Bestgate Wealth Advisors, LLC | 1,551 | $259.5K | 0.54% | −25−1.6% | Reduced |
| Lloyd Advisory Services, LLC. | 1,551 | $259.6K | 0.13% | +140+9.9% | Added |
| Capstone Capital Wealth Advisors | 1,555 | $260.1K | 0.21% | +11+0.7% | Added |
| MBE Wealth Management, LLC | 1,556 | $260.3K | 0.12% | −65−4.0% | Reduced |
| Mitchell Capital Management Co | 1,560 | $261.0K | 0.05% | +60+4.0% | Added |
| 4J Wealth Management LLC | 1,562 | $261.3K | 0.21% | 00.0% | Unchanged |
| Kohmann Bosshard Financial Services, LLC | 1,563 | $261.5K | 0.03% | −370−19.1% | Reduced |
| Dynamic Wealth Strategies, LLC | 1,564 | $261.6K | 0.22% | −44−2.7% | Reduced |
| Landaas & Co | 1,564 | $262.0K | 0.07% | 00.0% | Unchanged |
| Consilio Wealth Advisors, LLC | 1,567 | $262.1K | 0.11% | +167+11.9% | Added |
| SNS Financial Group, LLC | 1,569 | $262.5K | 0.03% | +121+8.4% | Added |
| City National Bank of Florida | 1,570 | $262.6K | 0.24% | +1,570 | New |
| Level Financial Advisors, Inc. | 1,576 | $263.7K | 0.09% | +1,576 | New |
| Armstrong Henry H Associates Inc | 1,578 | $264.0K | 0.03% | 00.0% | Unchanged |
| Petros Family Wealth, LLC | 1,578 | $264.0K | 0.29% | +4+0.3% | Added |
| Triumph Capital Management | 1,579 | $264.1K | 0.09% | +1,579 | New |
| Richard P Slaughter Associates Inc | 1,579 | $264.2K | 0.06% | −13,277−89.4% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 1,581 | $264.4K | 0.11% | −272−14.7% | Reduced |
| Quest 10 Wealth Builders, Inc. | 1,584 | $264.9K | 0.28% | −284−15.2% | Reduced |
| Optima Capital LLC | 1,586 | $265.3K | 0.17% | +108+7.3% | Added |
| Stone Point Wealth LLC | 1,586 | $265.3K | 0.09% | −19−1.2% | Reduced |
| Fishman Jay A Ltd | 1,595 | $266.8K | 0.03% | −1,503−48.5% | Reduced |
| Sykon Capital LLC | 1,600 | $267.7K | 0.10% | 00.0% | Unchanged |
| Gordian Advisors LLC | 1,600 | $267.7K | 0.21% | 00.0% | Unchanged |
| Montis Financial, LLC | 1,600 | $267.7K | 0.08% | 00.0% | Unchanged |
| Blue Chip Partners, Inc. | 1,601 | $267.9K | 0.02% | +4+0.3% | Added |
| Princeton Global Asset Management LLC | 1,602 | $267.9K | 0.05% | +487+43.7% | Added |
| Cohen & Steers, Inc. | 1,600 | $268.0K | 0.00% | −86,974−98.2% | Reduced |
| Westshore Wealth, LLC | 1,604 | $268.3K | 0.11% | 00.0% | Unchanged |
| Bay Rivers Group | 1,605 | $268.5K | 0.14% | +125+8.4% | Added |
| G2 Capital Management, LLC | 1,606 | $268.7K | 0.08% | 00.0% | Unchanged |
| Silver Oak Advisory Group, Inc. | 1,612 | $269.0K | 0.14% | +1,612 | New |
| Finward Bancorp | 1,609 | $269.2K | 0.23% | +151+10.4% | Added |
| Dopkins Wealth Management, LLC | 1,613 | $269.8K | 0.14% | −3,500−68.5% | Reduced |
| Gallagher Capital Advisors, LLC | 1,615 | $270.1K | 0.21% | −71−4.2% | Reduced |
| Dash Acquisitions Inc. | 1,898 | $270.2K | 0.06% | −20−1.0% | Reduced |
| White Lighthouse Investment Management Inc. | 1,615 | $270.2K | 0.05% | +11+0.7% | Added |
| Peterson Wealth Services | 1,615 | $270.2K | 0.08% | +4+0.2% | Added |
| Astoria Portfolio Advisors LLC. | 1,980 | $270.6K | 0.09% | +1,980 | New |
| Gill Capital Partners, LLC | 1,619 | $270.9K | 0.09% | +75+4.9% | Added |
| Centiva Capital, LP | 1,621 | $271.2K | 0.02% | −1,201−42.6% | Reduced |
| Continental Investors Services, Inc. | 1,621 | $271.2K | 0.54% | +106+7.0% | Added |
| Prepared Retirement Institute LLC | 1,623 | $271.5K | 0.17% | −415−20.4% | Reduced |
| Harvey Capital Management Inc | 1,625 | $271.8K | 0.07% | +1,625 | New |
| Thrive Capital Management, LLC | 1,625 | $271.9K | 0.16% | +1,625 | New |
| Websterrogers Financial Advisors, LLC | 1,626 | $272.1K | 0.09% | +27+1.7% | Added |
| Northwest Capital Management Inc | 1,627 | $272.2K | 0.11% | 00.0% | Unchanged |
| Waypoint Wealth Partners Inc. | 1,635 | $273.5K | 0.08% | +184+12.7% | Added |
| Alternative Investment Advisors, LLC. | 1,636 | $273.7K | 0.14% | +9+0.6% | Added |
| Optivise Advisory Services LLC | 1,641 | $274.5K | 0.15% | +160+10.8% | Added |
| Austin Wealth Management, LLC | 1,974 | $274.5K | 0.06% | −390−16.5% | Reduced |
| Integrity Financial Corp | 1,643 | $274.9K | 0.16% | +25+1.5% | Added |
| Axis Wealth Partners, LLC | 1,645 | $275.2K | 0.20% | −126−7.1% | Reduced |
| Parkworth Wealth Management, Inc. | 1,645 | $275.2K | 0.22% | −162−9.0% | Reduced |
| ESL Trust Services, LLC | 1,646 | $275.4K | 0.06% | 00.0% | Unchanged |
| First Fiduciary Investment Counsel, Inc. | 1,648 | $276.0K | 0.06% | −175−9.6% | Reduced |
| First Wilshire Securities Management Inc | 1,650 | $276.0K | 0.08% | 00.0% | Unchanged |
| Endowment Wealth Management, Inc. | 1,652 | $276.4K | 0.18% | +1,652 | New |
| Smith & Howard Wealth Management, LLC | 1,653 | $276.5K | 0.08% | 00.0% | Unchanged |
| Sutton Place Investors LLC | 1,657 | $277.2K | 0.19% | −2,774−62.6% | Reduced |
| WealthBridge Capital Management, LLC | 1,660 | $277.7K | 0.08% | +22+1.3% | Added |
| Park Edge Advisors, LLC | 1,674 | $280.0K | 0.08% | −190−10.2% | Reduced |
| Pacific Point Advisors, LLC | 1,675 | $280.2K | 0.16% | 00.0% | Unchanged |
| Coyle Financial Counsel LLC | 1,677 | $280.6K | 0.09% | +137+8.9% | Added |
| FSB Premier Wealth Management, Inc. | 1,678 | $280.7K | 0.11% | −204−10.8% | Reduced |
| Lionsbridge Wealth Management LLC | 1,679 | $280.9K | 0.25% | +1,679 | New |
| Beech Hill Advisors, Inc. | 1,683 | $281.5K | 0.11% | 00.0% | Unchanged |
| Walleye Capital LLC | 1,684 | $281.7K | 0.00% | −18,921−91.8% | Reduced |
| Phoenix Wealth Advisors | 1,693 | $283.3K | 0.12% | −2−0.1% | Reduced |
| Family Investment Center, Inc. | 1,695 | $283.5K | 0.07% | +1+0.1% | Added |
| Financial Perspectives, Inc | 1,697 | $283.8K | 0.10% | −387−18.6% | Reduced |
| Bishop & Co Investment Management, LLC | 1,697 | $283.9K | 0.11% | 00.0% | Unchanged |
| Lingohr & Partner Asset Management GmbH | 1,700 | $284.0K | 0.07% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 1,702 | $284.7K | 0.10% | +75+4.6% | Added |
| Strategic Family Wealth Counselors, L.L.C. | 1,703 | $284.9K | 0.09% | +292+20.7% | Added |
| Stonebridge Financial Planning Group, LLC | 1,705 | $285.2K | 0.13% | −200−10.5% | Reduced |
| GDS Wealth Management | 1,706 | $285.4K | 0.02% | +72+4.4% | Added |
| Tandem Investment Partners LLC | 1,709 | $285.9K | 0.28% | 00.0% | Unchanged |
| Fairfield Financial Advisors, LTD | 1,710 | $286.1K | 0.11% | −399−18.9% | Reduced |
| Kennedy Investment Group | 1,715 | $286.9K | 0.13% | +10+0.6% | Added |
| Lakewood Asset Management LLC | 1,715 | $286.9K | 0.19% | −1,113−39.4% | Reduced |
| Martel Wealth Advisors Inc | 1,718 | $287.4K | 0.06% | −112−6.1% | Reduced |
| Northwest Financial Advisors | 1,718 | $287.4K | 0.24% | −11−0.6% | Reduced |
| BTC Capital Management, Inc. | 1,719 | $287.6K | 0.03% | −202−10.5% | Reduced |
| Banque Transatlantique SA | 1,720 | $287.6K | 0.01% | 00.0% | Unchanged |