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 |
|---|---|---|---|---|---|
| Sequent Planning LLC | 2,135 | $357.2K | 0.13% | +14+0.7% | Added |
| Fragasso Group Inc. | 2,142 | $358.4K | 0.03% | +215+11.2% | Added |
| Manchester Financial Inc | 2,147 | $359.1K | 0.08% | +10.0% | Added |
| Princeton Capital Management LLC | 2,150 | $359.7K | 0.13% | −582−21.3% | Reduced |
| Vanguard Capital Wealth Advisors | 2,154 | $360.3K | 0.44% | −304−12.4% | Reduced |
| PUREfi Wealth, LLC | 2,154 | $360.3K | 0.36% | −58−2.6% | Reduced |
| Reyes Financial Architecture, Inc. | 2,155 | $360.5K | 0.27% | +5+0.2% | Added |
| Diker Management LLC | 2,156 | $360.7K | 0.43% | 00.0% | Unchanged |
| First National Bank of Hutchinson | 2,161 | $361.5K | 0.24% | 00.0% | Unchanged |
| BCGM Wealth Management, LLC | 2,163 | $361.9K | 0.11% | −28−1.3% | Reduced |
| Custom Index Systems, LLC | 2,164 | $362.0K | 0.18% | −285−11.6% | Reduced |
| Vestia Personal Wealth Advisors | 2,164 | $362.0K | 0.29% | −31−1.4% | Reduced |
| Gilman Hill Asset Management, LLC | 2,164 | $362.0K | 0.06% | 00.0% | Unchanged |
| White Knight Strategic Wealth Advisors, LLC | 2,165 | $362.2K | 0.33% | −2,035−48.5% | Reduced |
| Willner & Heller, LLC | 2,167 | $362.6K | 0.34% | +120+5.9% | Added |
| K2 Financial Inc. | 2,712 | $362.7K | 0.36% | +18+0.7% | Added |
| Truvestments Capital LLC | 2,173 | $363.6K | 0.08% | +1,121+106.6% | Added |
| Maridea Wealth Management LLC | 2,175 | $363.8K | 0.12% | −19−0.9% | Reduced |
| Beddow Capital Management Inc | 2,175 | $364.0K | 0.14% | 00.0% | Unchanged |
| Hoey Investments, Inc | 2,177 | $364.2K | 0.07% | −135−5.8% | Reduced |
| Total Clarity Wealth Management, Inc. | 2,517 | $364.6K | 0.12% | 00.0% | Unchanged |
| Matisse Capital | 2,180 | $364.7K | 0.19% | +4+0.2% | Added |
| LifeWealth Investments, LLC | 2,189 | $366.2K | 0.08% | +734+50.4% | Added |
| Gentry Private Wealth, LLC | 2,190 | $366.4K | 0.30% | +2,190 | New |
| Rainier Family Wealth Inc | 2,193 | $366.9K | 0.43% | 00.0% | Unchanged |
| Members Wealth LLC | 2,194 | $367.0K | 0.28% | −39−1.7% | Reduced |
| Lakeside Advisors, INC. | 2,197 | $367.5K | 0.24% | +10.0% | Added |
| Solstein Capital, LLC | 2,201 | $368.2K | 0.21% | 00.0% | Unchanged |
| Wooster Corthell Wealth Management, Inc. | 2,202 | $368.4K | 0.08% | +85+4.0% | Added |
| Davis Capital Management | 2,207 | $369.2K | 0.29% | +990+81.3% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 2,533 | $370.0K | 0.16% | +12+0.5% | Added |
| Wharton Business Group, LLC | 2,219 | $371.0K | 0.02% | 00.0% | Unchanged |
| Kuhn & Co Investment Counsel | 2,218 | $371.1K | 0.31% | 00.0% | Unchanged |
| US Asset Management LLC | 2,224 | $372.0K | 0.36% | −11−0.5% | Reduced |
| Hibernia Wealth Partners, LLC | 2,225 | $372.2K | 0.26% | +499+28.9% | Added |
| Kiker Wealth Management, LLC | 2,227 | $372.6K | 0.25% | +580+35.2% | Added |
| Garden State Investment Advisory Services LLC | 2,223 | $372.9K | 0.12% | −38−1.7% | Reduced |
| Payne Capital Management, LLC | 2,233 | $373.5K | 0.16% | +644+40.5% | Added |
| Financial Advisors, LLC | 2,240 | $374.7K | 0.07% | +10.0% | Added |
| American Money Management, LLC | 2,240 | $374.7K | 0.07% | −366−14.0% | Reduced |
| Essex LLC | 2,240 | $374.8K | 0.08% | +4+0.2% | Added |
| Compass Financial Group, INC | 2,245 | $375.6K | 0.07% | +104+4.9% | Added |
| Severin Investments, LLC | 2,252 | $376.7K | 0.38% | +100+4.6% | Added |
| Chapman Investment Management, LLC | 2,258 | $377.7K | 0.28% | −2,392−51.4% | Reduced |
| Claris Advisors, LLC | 2,259 | $377.9K | 0.14% | −45−2.0% | Reduced |
| ROI Financial Advisors, LLC | 2,259 | $378.0K | 0.27% | −395−14.9% | Reduced |
| Cannon Advisors, Inc. | 2,260 | $378.1K | 0.35% | −89−3.8% | Reduced |
| Grant Private Wealth Management Inc | 2,261 | $378.3K | 0.41% | +264+13.2% | Added |
| Mason & Associates Inc | 2,263 | $378.6K | 0.09% | −123−5.2% | Reduced |
| Summit Wealth Group, LLC | 2,266 | $379.0K | 0.11% | +3+0.1% | Added |
| Trust Co of the South | 2,266 | $379.1K | 0.08% | +464+25.7% | Added |
| Sequent Asset Management, LLC | 2,268 | $379.4K | 0.21% | +101+4.7% | Added |
| Indie Asset Partners, LLC | 2,269 | $379.6K | 0.33% | −31−1.3% | Reduced |
| Bowman & Co S.C. | 2,280 | $381.4K | 0.19% | 00.0% | Unchanged |
| Garde Capital, Inc. | 2,283 | $381.9K | 0.02% | 00.0% | Unchanged |
| Weil Company, Inc. | 2,285 | $382.2K | 0.11% | +10.0% | Added |
| Berry Wealth Group, LP | 2,285 | $382.3K | 0.30% | −260−10.2% | Reduced |
| Crane Advisory, LLC | 2,821 | $382.6K | 0.07% | +567+25.2% | Added |
| Castleview Partners, LLC | 2,288 | $382.8K | 0.26% | −37−1.6% | Reduced |
| Tradewinds Capital Management, LLC | 2,290 | $383.0K | 0.10% | −338−12.9% | Reduced |
| Sandy Cove Advisors, LLC | 2,290 | $383.1K | 0.15% | −20−0.9% | Reduced |
| Vermillion Wealth Management, Inc. | 2,292 | $383.5K | 0.11% | −37−1.6% | Reduced |
| Spinnaker Investment Group, LLC | 2,294 | $383.8K | 0.09% | −126−5.2% | Reduced |
| Old North State Trust, LLC | 2,652 | $384.0K | 0.24% | 00.0% | Unchanged |
| Atala Financial Inc | 2,296 | $384.1K | 0.29% | +50+2.2% | Added |
| JSF Financial, LLC | 2,297 | $384.2K | 0.10% | +17+0.7% | Added |
| Falcon Wealth Planning | 2,297 | $384.2K | 0.04% | +236+11.5% | Added |
| L & S Advisors Inc | 2,299 | $384.6K | 0.05% | −2−0.1% | Reduced |
| OMNI 360 Wealth, Inc. | 2,300 | $384.8K | 0.26% | −109−4.5% | Reduced |
| Crown Wealth Group, LLC | 2,302 | $385.1K | 0.20% | +111+5.1% | Added |
| Up Strategic Wealth Investment Advisors LLC | 2,303 | $385.2K | 0.34% | −79−3.3% | Reduced |
| Argentarii, LLC | 2,309 | $386.4K | 0.19% | −342−12.9% | Reduced |
| Sageworth Trust Co | 2,312 | $386.8K | 0.02% | −9−0.4% | Reduced |
| Isthmus Partners, LLC | 2,312 | $386.8K | 0.05% | 00.0% | Unchanged |
| Shayne & Co., LLC | 2,314 | $387.1K | 0.10% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 2,315 | $387.3K | 0.29% | +7+0.3% | Added |
| Liberty Capital Management, Inc. | 2,316 | $387.4K | 0.09% | +612+35.9% | Added |
| Medallion Wealth Advisors, LLC | 2,304 | $387.7K | 0.18% | +94+4.3% | Added |
| Concorde Asset Management, LLC | 2,570 | $388.1K | 0.21% | +638+33.0% | Added |
| TruNorth Capital Management, LLC | 2,321 | $388.3K | 0.10% | +885+61.6% | Added |
| Ssi Investment Management LLC | 2,322 | $388.4K | 0.03% | −2−0.1% | Reduced |
| Altfest L J & Co Inc | 2,323 | $388.6K | 0.05% | −43−1.8% | Reduced |
| PKS Advisory Services, LLC | 2,334 | $388.9K | 0.11% | +78+3.5% | Added |
| waypoint wealth counsel | 2,325 | $388.9K | 0.24% | +98+4.4% | Added |
| Fearless Solutions, LLC dba Best Invest | 2,328 | $389.5K | 0.30% | +23+1.0% | Added |
| Royal Capital Wealth Management, LLC | 2,333 | $390.3K | 0.27% | +13+0.6% | Added |
| Rede Wealth, LLC | 2,334 | $390.5K | 0.14% | +10.0% | Added |
| Sather Financial Group Inc | 2,342 | $391.8K | 0.03% | 00.0% | Unchanged |
| North Point Portfolio Managers Corp | 2,343 | $392.0K | 0.07% | +2,343 | New |
| Holistic Financial Partners | 2,344 | $392.1K | 0.19% | −537−18.6% | Reduced |
| Hoxton Planning & Management, LLC | 2,355 | $394.0K | 0.15% | +168+7.7% | Added |
| Capital Performance Advisors LLP | 2,356 | $394.2K | 0.09% | +2,356 | New |
| Hopwood Financial Services, Inc. | 2,358 | $394.5K | 0.30% | +110+4.9% | Added |
| Rialto Wealth Management, LLC | 2,366 | $395.8K | 0.12% | −688−22.5% | Reduced |
| BankPlus Trust Department | 2,372 | $396.8K | 0.13% | −121−4.9% | Reduced |
| Clark Financial Services Group Inc | 2,379 | $398.1K | 0.28% | +17+0.7% | Added |
| Coordinated Financial Services, Inc. | 2,380 | $398.1K | 0.31% | +2,380 | New |
| Puff Wealth Management, LLC | 2,385 | $399.0K | 0.71% | 00.0% | Unchanged |
| Sentinus, LLC | 2,387 | $399.3K | 0.11% | +288+13.7% | Added |
| Capital Market Strategies LLC | 2,389 | $399.7K | 0.27% | −1,290−35.1% | Reduced |