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 |
|---|---|---|---|---|---|
| Insight Advisors, LLC | 1,881 | $314.6K | 0.06% | +94+5.3% | Added |
| Jacobsen Capital Management | 1,881 | $314.7K | 0.14% | +293+18.5% | Added |
| CMG Global Holdings, LLC | 2,265 | $315.1K | 0.21% | −3,005−57.0% | Reduced |
| Fortune 45 LLC | 1,882 | $315.1K | 0.21% | −2,876−60.4% | Reduced |
| One Degree Advisors Inc | 1,889 | $316.0K | 0.13% | −1,305−40.9% | Reduced |
| Fiduciary Planning LLC | 1,896 | $317.2K | 0.10% | +1+0.1% | Added |
| Fortitude Family Office, LLC | 1,897 | $317.3K | 0.11% | −2,909−60.5% | Reduced |
| Flywheel Private Wealth LLC | 1,911 | $319.7K | 0.29% | 00.0% | Unchanged |
| Terril Brothers, Inc. | 1,912 | $319.9K | 0.15% | −275−12.6% | Reduced |
| Archetype Wealth Partners | 1,911 | $320.0K | 0.05% | −14−0.7% | Reduced |
| KRS Capital Management, LLC | 1,915 | $320.4K | 0.25% | −16−0.8% | Reduced |
| Sonata Capital Group Inc | 1,920 | $321.0K | 0.14% | 00.0% | Unchanged |
| Boomfish Wealth Group, LLC | 1,920 | $321.2K | 0.21% | −80−4.0% | Reduced |
| Vantage Financial Partners, LLC | 1,921 | $321.3K | 0.08% | −3−0.2% | Reduced |
| Grant/GrossMendelsohn, LLC | 2,294 | $321.4K | 0.18% | +10.0% | Added |
| DecisionMap Wealth Management, LLC | 1,924 | $321.9K | 0.24% | +225+13.2% | Added |
| AllSquare Wealth Management LLC | 1,928 | $322.5K | 0.19% | 00.0% | Unchanged |
| Brewster Financial Planning LLC | 1,929 | $322.7K | 0.24% | 00.0% | Unchanged |
| Pathway Financial Advisors LLC | 1,930 | $322.9K | 0.06% | −28−1.4% | Reduced |
| Private Client Services, LLC | 1,932 | $323.3K | 0.16% | +241+14.3% | Added |
| MB, Levis & Associates, LLC | 1,936 | $323.8K | 0.15% | −30−1.5% | Reduced |
| Investors Research Corp | 1,936 | $323.9K | 0.07% | +114+6.3% | Added |
| MBB Public Markets I LLC | 1,938 | $324.2K | 0.04% | +1,938 | New |
| Madison Park Capital Advisors, LLC | 1,940 | $324.5K | 0.28% | −4,440−69.6% | Reduced |
| Raiffeisen Bank International AG | 1,954 | $324.5K | 0.01% | +151+8.4% | Added |
| Harvest Investment Services, LLC | 1,942 | $325.0K | 0.09% | −173−8.2% | Reduced |
| Cedar Wealth Management, LLC | 1,945 | $325.4K | 0.12% | 00.0% | Unchanged |
| Henshaw Capital LLC | 1,945 | $325.4K | 0.01% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 1,945 | $325.4K | 0.04% | +53+2.8% | Added |
| Heritage Wealth Management, Inc./Texas | 1,949 | $326.0K | 0.19% | −19−1.0% | Reduced |
| Broadleaf Partners, LLC | 1,953 | $326.7K | 0.09% | 00.0% | Unchanged |
| Lakeshore Financial Planning, Inc. | 1,955 | $327.1K | 0.14% | −714−26.8% | Reduced |
| Blalock Williams, LLC | 1,959 | $327.7K | 0.37% | +528+36.9% | Added |
| Instrumental Wealth, LLC | 2,364 | $327.9K | 0.30% | −189−7.4% | Reduced |
| Armbruster Capital Management, Inc. | 1,967 | $329.1K | 0.07% | −25−1.3% | Reduced |
| Omnia Family Wealth, LLC | 1,969 | $329.4K | 0.14% | +465+30.9% | Added |
| Hillsdale Investment Management Inc. | 1,970 | $329.6K | 0.02% | −790−28.6% | Reduced |
| Gratus Wealth Advisors, LLC | 1,985 | $332.1K | 0.05% | 00.0% | Unchanged |
| Eq Wealth Advisors, LLC | 1,989 | $332.8K | 0.27% | +4+0.2% | Added |
| Acorn Wealth Advisors, LLC | 1,989 | $332.8K | 0.14% | −103−4.9% | Reduced |
| Yeomans Consulting Group, Inc. | 1,995 | $333.7K | 0.13% | −1,862−48.3% | Reduced |
| Bell Investment Advisors, Inc | 2,000 | $334.6K | 0.06% | +128+6.8% | Added |
| Slow Capital, Inc. | 2,000 | $334.6K | 0.04% | 00.0% | Unchanged |
| Compass Capital Corp | 2,262 | $334.6K | 0.18% | −10.0% | Reduced |
| S&T Bank | 2,002 | $334.9K | 0.11% | +19+1.0% | Added |
| KFG Wealth Management, LLC | 2,009 | $336.0K | 0.06% | +8+0.4% | Added |
| Marks Group Wealth Management, Inc | 2,014 | $337.0K | 0.03% | +6+0.3% | Added |
| Roman Butler Fullerton & Co | 2,506 | $337.1K | 0.13% | −9−0.4% | Reduced |
| Hidden Cove Wealth Management, LLC | 2,016 | $337.3K | 0.27% | +152+8.2% | Added |
| ShoreHaven Wealth Partners, LLC | 2,016 | $337.3K | 0.16% | −80−3.8% | Reduced |
| Watershed Private Wealth LLC | 2,018 | $337.5K | 0.13% | 00.0% | Unchanged |
| Spurstone Advisory Services, LLC | 2,020 | $337.9K | 6.58% | 00.0% | Unchanged |
| Curated Wealth Partners LLC | 2,020 | $337.9K | 0.04% | +2,020 | New |
| Trust Co of Kansas | 2,022 | $338.0K | 0.18% | 00.0% | Unchanged |
| Abacus Wealth Partners, LLC | 2,026 | $338.9K | 0.05% | −318−13.6% | Reduced |
| Sterling Financial Planning, Inc. | 2,027 | $339.0K | 0.12% | +161+8.6% | Added |
| MFA Wealth Services | 2,034 | $340.2K | 0.28% | +25+1.2% | Added |
| Southern Capital Advisors, LLC | 2,037 | $340.7K | 0.19% | +286+16.3% | Added |
| Texas Capital Bancshares Inc | 2,040 | $341.3K | 0.15% | +186+10.0% | Added |
| Marotta Asset Management | 2,323 | $342.1K | 0.07% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 2,050 | $342.9K | 0.13% | −1,728−45.7% | Reduced |
| Kahn Brothers Group Inc | 2,053 | $343.0K | 0.07% | +2,053 | New |
| Whipplewood Advisors, LLC | 2,073 | $344.3K | 0.20% | +24+1.2% | Added |
| Smith Thornton Advisors LLC | 2,060 | $344.6K | 0.21% | +31+1.5% | Added |
| Fortem Financial Group, LLC | 2,061 | $344.7K | 0.13% | −22−1.1% | Reduced |
| Occudo Quantitative Strategies LP | 2,078 | $345.1K | 0.05% | +2,078 | New |
| Aft, Forsyth & Company, Inc. | 2,064 | $345.3K | 0.19% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 2,067 | $345.8K | 0.37% | −350−14.5% | Reduced |
| IMS Capital Management | 2,068 | $345.9K | 0.17% | −4,837−70.1% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 2,068 | $346.0K | 0.04% | 00.0% | Unchanged |
| Woodard & Co Asset Management Group Inc | 2,071 | $346.4K | 0.07% | −50−2.4% | Reduced |
| Silver Lake Advisory, LLC | 2,072 | $346.6K | 0.15% | −234−10.1% | Reduced |
| Patriot Investment Management Inc. | 2,074 | $347.0K | 0.03% | −120−5.5% | Reduced |
| Sunburst Financial Group, LLC | 2,079 | $347.7K | 0.09% | −30−1.4% | Reduced |
| Keeler & Nadler Financial Planning & Wealth Management | 2,094 | $347.8K | 0.16% | +3+0.1% | Added |
| Atlantic Family Wealth, LLC | 2,080 | $348.0K | 0.32% | +104+5.3% | Added |
| Johnson Bixby & Associates, LLC | 2,080 | $348.0K | 0.05% | +2+0.1% | Added |
| Running Point Capital Advisors, LLC | 2,081 | $348.1K | 0.11% | +624+42.8% | Added |
| Gould Asset Management LLC | 2,082 | $348.3K | 0.07% | +294+16.4% | Added |
| Hilton Capital Management, LLC | 2,083 | $348.5K | 0.03% | +2,083 | New |
| Sulzberger Capital Advisors, Inc. | 2,084 | $348.6K | 0.46% | −70−3.2% | Reduced |
| Driehaus Capital Management LLC | 2,084 | $348.6K | 0.00% | +2,084 | New |
| Community Bank of Raymore | 2,087 | $349.1K | 0.28% | 00.0% | Unchanged |
| Legacy Edge Advisors, LLC | 2,089 | $349.5K | 0.05% | 00.0% | Unchanged |
| Reliant Investment Management, LLC | 2,093 | $350.1K | 0.18% | +315+17.7% | Added |
| Guidance Capital, Inc | 2,535 | $351.1K | 0.11% | −106−4.0% | Reduced |
| James J. Burns & Company, LLC | 2,099 | $351.2K | 0.06% | +40+1.9% | Added |
| Greenup Street Wealth Management LLC | 2,100 | $351.5K | 0.07% | −135−6.0% | Reduced |
| West Bancorporation Inc | 2,103 | $351.8K | 0.24% | 00.0% | Unchanged |
| Columbus Macro, LLC | 2,109 | $352.8K | 0.05% | −85−3.9% | Reduced |
| Inspire Advisors, LLC | 2,113 | $353.6K | 0.04% | −2,386−53.0% | Reduced |
| Intergy Private Wealth, LLC | 2,117 | $354.2K | 0.13% | +347+19.6% | Added |
| WealthTrust Asset Management, LLC | 2,117 | $354.2K | 0.26% | −609−22.3% | Reduced |
| Kendall Capital Management | 2,118 | $354.3K | 0.10% | 00.0% | Unchanged |
| Partners Wealth Management, LLC | 2,121 | $354.9K | 0.40% | −59−2.7% | Reduced |
| Heirloom Wealth Management | 2,123 | $355.2K | 0.10% | −643−23.2% | Reduced |
| Partners in Financial Planning | 2,125 | $355.4K | 0.07% | +10.0% | Added |
| Denver Wealth Management, Inc. | 2,126 | $355.7K | 0.16% | +14+0.7% | Added |
| Summit Wealth Partners, LLC | 2,129 | $356.2K | 0.07% | +50+2.4% | Added |
| Smart Portfolios, LLC | 2,131 | $356.5K | 0.39% | +39+1.9% | Added |