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 |
|---|---|---|---|---|---|
| BlueChip Wealth Advisors LLC | 1,724 | $288.2K | 0.14% | +4+0.2% | Added |
| Carbahal Olsen Financial Services Group, LLC | 1,723 | $288.2K | 0.27% | 00.0% | Unchanged |
| American Trust | 1,725 | $288.6K | 0.07% | −955−35.6% | Reduced |
| RF&L Wealth Management, LLC | 1,725 | $288.6K | 0.21% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,727 | $288.9K | 0.13% | +150+9.5% | Added |
| Strategic Investment Advisors | 1,729 | $289.2K | 0.03% | +196+12.8% | Added |
| Baader Bank INC | 2,084 | $289.6K | 0.03% | +2,084 | New |
| Squire Investment Management Company, LLC | 1,731 | $289.6K | 0.12% | +48+2.9% | Added |
| Bravias Capital Group, LLC | 1,732 | $289.7K | 0.23% | +11+0.6% | Added |
| Sierra Summit Advisors LLC | 1,733 | $289.9K | 0.06% | +23+1.3% | Added |
| Arbor Investment Advisors, LLC | 1,735 | $290.2K | 0.04% | +3+0.2% | Added |
| KWB Wealth | 2,004 | $290.3K | 0.04% | −3−0.1% | Reduced |
| Walker Financial Services, Inc. | 1,739 | $290.9K | 0.15% | −333−16.1% | Reduced |
| Krane Funds Advisors LLC | 1,740 | $291.1K | 0.01% | −186−9.7% | Reduced |
| Bright Financial Advisors, Inc. | 1,740 | $291.1K | 0.18% | +1,740 | New |
| Terra Nova Asset Management LLC | 1,742 | $291.4K | 0.23% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 1,744 | $292.0K | 0.04% | +22+1.3% | Added |
| GEM Asset Management, LLC | 1,733 | $292.0K | 0.16% | −210−10.8% | Reduced |
| Prospect Financial Group LLC | 1,746 | $292.1K | 0.37% | +98+5.9% | Added |
| Impact Partnership Wealth, LLC | 1,747 | $292.3K | 0.06% | −5,969−77.4% | Reduced |
| Northwest Wealth Management, LLC | 1,749 | $292.6K | 0.06% | −1−0.1% | Reduced |
| LeConte Wealth Management, LLC | 1,749 | $292.6K | 0.19% | +1,749 | New |
| Wealthstream Advisors, Inc. | 1,749 | $292.6K | 0.05% | +85+5.1% | Added |
| Axiom Financial Strategies, LLC | 1,750 | $292.7K | 0.17% | +6+0.3% | Added |
| VSM Wealth Advisory, LLC | 1,751 | $292.8K | 0.11% | 00.0% | Unchanged |
| William Mack & Associates, Inc. | 1,751 | $293.0K | 0.25% | +3+0.2% | Added |
| Delta Capital Management LLC | 1,750 | $293.0K | 0.17% | 00.0% | Unchanged |
| Idaho Trust Bank | 1,765 | $295.3K | 0.12% | −50−2.8% | Reduced |
| Investment Advisory Group, LLC | 1,770 | $296.1K | 0.10% | +10+0.6% | Added |
| Davies Financial Advisors, Inc. | 1,772 | $296.5K | 0.25% | +1,772 | New |
| Acas, LLC | 2,176 | $296.5K | 0.23% | +2,176 | New |
| Priebe Wealth Holdings LLC | 1,775 | $296.9K | 0.19% | +186+11.7% | Added |
| Orca Investment Management, LLC | 1,778 | $297.4K | 0.30% | +1,778 | New |
| Focused Wealth Management, Inc | 1,778 | $297.4K | 0.04% | −137−7.2% | Reduced |
| Benchmark Financial Wealth Advisors, LLC | 1,783 | $298.2K | 0.11% | +1,783 | New |
| AIMZ Investment Advisors, LLC | 1,783 | $298.3K | 0.10% | +72+4.2% | Added |
| New Covenant Trust Company, N.A. | 1,797 | $298.5K | 0.32% | −39−2.1% | Reduced |
| Brass Tax Wealth Management, Inc | 1,784 | $298.5K | 0.06% | −122−6.4% | Reduced |
| WESPAC Advisors, LLC | 1,785 | $298.6K | 0.24% | −510−22.2% | Reduced |
| Talon Private Wealth, LLC | 1,785 | $298.6K | 0.04% | +324+22.2% | Added |
| Sara-Bay Financial | 1,799 | $298.8K | 0.13% | −332−15.6% | Reduced |
| Ridgepath Capital Management LLC | 1,792 | $299.9K | 0.14% | +18+1.0% | Added |
| Mascoma Wealth Management LLC | 1,797 | $300.6K | 0.07% | −61−3.3% | Reduced |
| Cascades Capital Asset Management, LLC | 1,797 | $300.7K | 0.16% | −117−6.1% | Reduced |
| Hemington Wealth Management | 1,800 | $301.0K | 0.05% | +68+3.9% | Added |
| Atalanta Sosnoff Capital, LLC | 1,800 | $301.1K | 0.01% | +300+20.0% | Added |
| Wood Tarver Financial Group, LLC | 1,800 | $301.2K | 0.10% | +1+0.1% | Added |
| VanderPol Investments L.L.C. | 1,803 | $301.6K | 0.64% | +69+4.0% | Added |
| Lavaca Capital LLC | 1,805 | $302.0K | 0.14% | −283−13.6% | Reduced |
| Long Run Wealth Advisors, LLC | 1,807 | $302.3K | 0.07% | +1,807 | New |
| Affinity Investment Advisors, LLC | 1,808 | $302.5K | 0.25% | 00.0% | Unchanged |
| Financial Network Wealth Advisors LLC | 1,808 | $302.5K | 0.40% | +280+18.3% | Added |
| Clarendon Private LLC | 1,808 | $302.5K | 0.32% | +275+17.9% | Added |
| Kensington Investment Counsel, LLC | 1,809 | $302.6K | 0.13% | +1,809 | New |
| Johnson Financial Group, LLC | 1,812 | $303.1K | 0.03% | +1,812 | New |
| Clark Asset Management, LLC | 1,813 | $303.3K | 0.05% | +1,813 | New |
| Riverview Trust Co | 1,813 | $303.3K | 0.30% | −32−1.7% | Reduced |
| Ariston Services Group | 1,813 | $303.3K | 0.25% | 00.0% | Unchanged |
| Cookson Peirce & Co Inc | 1,815 | $303.6K | 0.02% | −494−21.4% | Reduced |
| Colrain Capital LLC | 1,818 | $304.1K | 0.26% | 00.0% | Unchanged |
| Breed's Hill Capital LLC | 1,818 | $304.1K | 0.16% | −59−3.1% | Reduced |
| McLean Asset Management Corp | 2,224 | $304.5K | 0.10% | +15+0.7% | Added |
| Gibraltar Capital Management, Inc. | 1,821 | $304.6K | 0.07% | +1,821 | New |
| Wetzel Investment Advisors, Inc. | 1,826 | $305.5K | 0.15% | −108−5.6% | Reduced |
| Bullseye Investment Management, LLC | 1,827 | $305.6K | 0.19% | +1,827 | New |
| AAFCPAs Wealth Management, LLC | 1,827 | $305.7K | 0.16% | −19−1.0% | Reduced |
| Lester Murray Antman dba SimplyRich | 1,832 | $306.0K | 0.09% | 00.0% | Unchanged |
| Mason Investment Advisory Services, Inc. | 1,830 | $306.1K | 0.02% | +1,830 | New |
| Vawter Financial, Ltd. | 1,831 | $306.3K | 0.17% | +14+0.8% | Added |
| MOKAN Wealth Management Inc. | 1,832 | $306.4K | 0.18% | −20−1.1% | Reduced |
| WPG Advisers, LLC | 1,837 | $307.3K | 0.29% | −235−11.3% | Reduced |
| Kesler, Norman & Wride, LLC | 1,840 | $307.7K | 0.06% | −124−6.3% | Reduced |
| Hofer & Associates. Inc | 1,842 | $308.1K | 0.21% | +96+5.5% | Added |
| KKM Financial LLC | 1,843 | $308.3K | 0.13% | 00.0% | Unchanged |
| Retirement Planning Group, LLC | 1,843 | $308.4K | 0.31% | +59+3.3% | Added |
| Nadler Financial Group, Inc. | 1,846 | $308.9K | 0.03% | −163−8.1% | Reduced |
| Tilia Fiduciary Partners, Inc. | 1,847 | $309.0K | 0.21% | +2+0.1% | Added |
| Yarger Wealth Strategies, LLC | 1,847 | $309.0K | 0.18% | +54+3.0% | Added |
| Eagle Strategies LLC | 1,848 | $309.1K | 0.05% | +12+0.7% | Added |
| Caliber Wealth Management, LLC | 1,851 | $309.6K | 0.04% | +1,851 | New |
| Corton Capital Inc. | 1,851 | $309.7K | 1.02% | −170−8.4% | Reduced |
| Burt Wealth Advisors | 1,851 | $309.7K | 0.08% | 00.0% | Unchanged |
| Bay Capital Advisors, LLC | 1,851 | $309.7K | 0.26% | −269−12.7% | Reduced |
| Heritage Wealth Management, Inc. | 1,853 | $309.9K | 0.26% | +11+0.6% | Added |
| Fulcrum Equity Management | 1,853 | $310.0K | 0.34% | +2+0.1% | Added |
| Norris Perne & French LLP | 1,853 | $310.0K | 0.02% | −202−9.8% | Reduced |
| Brucke Financial, Inc. | 2,281 | $310.3K | 0.27% | +123+5.7% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 1,855 | $310.3K | 0.00% | −333−15.2% | Reduced |
| Adamsbrown Wealth Consultants LLC | 1,856 | $310.5K | 0.10% | −106−5.4% | Reduced |
| Meridian Financial, LLC | 1,860 | $311.1K | 0.22% | 00.0% | Unchanged |
| Ballast, Inc. | 1,860 | $311.2K | 0.09% | +195+11.7% | Added |
| Voisard Asset Management Group, Inc. | 1,860 | $311.2K | 0.09% | +3+0.2% | Added |
| Genesis Private Wealth, LLC | 1,862 | $311.5K | 0.17% | +45+2.5% | Added |
| SpringVest Wealth Management LLC | 1,865 | $312.0K | 0.26% | 00.0% | Unchanged |
| Orion Investment Co | 1,868 | $312.5K | 0.13% | 00.0% | Unchanged |
| International Private Wealth Advisors LLC | 1,870 | $312.8K | 0.30% | +96+5.4% | Added |
| Leslie Global Wealth, LLC | 1,870 | $312.8K | 0.15% | −61−3.2% | Reduced |
| VisionPoint Advisory Group, LLC | 1,878 | $314.2K | 0.11% | +1,878 | New |
| CGC Financial Services, LLC | 1,879 | $314.3K | 0.12% | −38−2.0% | Reduced |
| Wolff Wiese Magana LLC | 1,880 | $314.5K | 0.21% | +59+3.2% | Added |