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
- 3,825
- +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
- 1,693 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 |
|---|---|---|---|---|---|
| Principle Wealth Partners LLC | 38,777 | $6.49M | 0.46% | −325−0.8% | Reduced |
| Kennedy Capital Management, Inc. | 38,748 | $6.48M | 0.15% | −4,246−9.9% | Reduced |
| City Holding Co | 38,720 | $6.48M | 0.91% | +346+0.9% | Added |
| Fifth Third Wealth Advisors LLC | 38,645 | $6.46M | 0.33% | +5,372+16.1% | Added |
| Wallace Advisory Group, LLC | 44,493 | $6.44M | 4.46% | −56−0.1% | Reduced |
| Horizon Investments, LLC | 38,509 | $6.44M | 0.19% | +859+2.3% | Added |
| Moneta Group Investment Advisors LLC | 38,470 | $6.44M | 0.09% | −263−0.7% | Reduced |
| Boothe Investment Group, Inc. | 38,407 | $6.43M | 2.93% | −3,339−8.0% | Reduced |
| Beaumont Financial Advisors, LLC | 38,358 | $6.42M | 0.50% | +959+2.6% | Added |
| SeaCrest Wealth Management, LLC | 38,209 | $6.39M | 0.72% | −998−2.5% | Reduced |
| Warren Street Wealth Advisors, LLC | 38,008 | $6.36M | 2.49% | −3,905−9.3% | Reduced |
| Quantessence Capital LLC | 38,000 | $6.36M | 1.59% | +1,207+3.3% | Added |
| Patton Albertson Miller Group, LLC | 37,876 | $6.34M | 0.94% | −12,656−25.0% | Reduced |
| Core Alternative Capital | 37,825 | $6.33M | 1.52% | −7,670−16.9% | Reduced |
| Ariel Investments, LLC | 37,763 | $6.32M | 0.07% | −1,064−2.7% | Reduced |
| Kimelman & Baird, LLC | 37,682 | $6.30M | 0.54% | 00.0% | Unchanged |
| Principal Street Partners, LLC | 37,660 | $6.30M | 1.17% | +1,446+4.0% | Added |
| Capital Group Private Client Services, Inc. | 37,614 | $6.29M | 0.06% | −176,978−82.5% | Reduced |
| Intrust Bank NA | 37,536 | $6.28M | 0.62% | +1,494+4.1% | Added |
| Schulhoff & Co Inc | 37,515 | $6.28M | 2.78% | −234−0.6% | Reduced |
| Venturi Wealth Management, LLC | 37,484 | $6.27M | 0.33% | +4,265+12.8% | Added |
| Chesley Taft & Associates LLC | 37,176 | $6.22M | 0.30% | +1,136+3.2% | Added |
| Lee Danner & Bass Inc | 37,041 | $6.20M | 0.50% | −276−0.7% | Reduced |
| GHP Investment Advisors, Inc. | 37,033 | $6.20M | 0.30% | +2,654+7.7% | Added |
| Hartford Financial Management Inc. | 36,750 | $6.15M | 1.27% | −480−1.3% | Reduced |
| WealthPLAN Partners, LLC | 36,726 | $6.14M | 0.87% | +696+1.9% | Added |
| Capital International Sarl | 36,695 | $6.14M | 0.14% | −2,033−5.2% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 36,636 | $6.13M | 0.27% | −3,104−7.8% | Reduced |
| Chapin Davis, Inc. | 36,629 | $6.13M | 2.09% | +4,877+15.4% | Added |
| Atomi Financial Group, Inc. | 36,588 | $6.12M | 0.28% | +4,249+13.1% | Added |
| Twin Capital Management Inc | 36,505 | $6.11M | 0.71% | −2,919−7.4% | Reduced |
| Bragg Financial Advisors, Inc | 36,488 | $6.10M | 0.25% | +63+0.2% | Added |
| River Wealth Advisors LLC | 36,475 | $6.10M | 0.85% | −501−1.4% | Reduced |
| Ballentine Partners, LLC | 36,398 | $6.09M | 0.11% | +2,497+7.4% | Added |
| Petredis Investment Advisors LLC | 36,367 | $6.08M | 0.64% | −21,014−36.6% | Reduced |
| Erste Asset Management GmbH | 36,331 | $6.08M | 0.08% | +9,102+33.4% | Added |
| Philip James Wealth Mangement, LLC | 36,212 | $6.06M | 0.74% | −375−1.0% | Reduced |
| Summit Financial, LLC | 36,079 | $6.04M | 0.17% | +6,920+23.7% | Added |
| Equitable Trust Co | 36,030 | $6.03M | 0.33% | −170.0% | Reduced |
| Papp L Roy & Associates | 35,935 | $6.01M | 0.74% | −600−1.6% | Reduced |
| Chelsea Counsel Co | 35,884 | $6.00M | 3.26% | −4,778−11.8% | Reduced |
| Resonant Capital Advisors, LLC | 35,832 | $5.99M | 0.42% | +1,602+4.7% | Added |
| Northwest Bancshares, Inc. | 35,729 | $5.98M | 1.10% | +89+0.2% | Added |
| Callan Family Office, LLC | 35,664 | $5.97M | 0.45% | +11,103+45.2% | Added |
| Palisade Capital Management LLC | 35,641 | $5.96M | 0.17% | −1,019−2.8% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 35,500 | $5.94M | 1.50% | −842−2.3% | Reduced |
| Sound View Wealth Advisors Group, LLC | 35,431 | $5.93M | 0.49% | −3,538−9.1% | Reduced |
| Spring Capital Management, LLC | 35,362 | $5.92M | 3.23% | +20.0% | Added |
| Generali Investments CEE, investicni spolecnost, a.s. | 35,285 | $5.90M | 0.55% | −1,027−2.8% | Reduced |
| SCS Capital Management LLC | 35,275 | $5.90M | 0.08% | +35,275 | New |
| Knights of Columbus Asset Advisors LLC | 35,270 | $5.90M | 0.41% | +35,106+21,406.1% | Added |
| Founders Capital Management | 35,228 | $5.89M | 3.81% | +676+2.0% | Added |
| Cincinnati Financial Corp | 35,139 | $5.88M | 0.13% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 35,023 | $5.86M | 0.46% | +928+2.7% | Added |
| Narwhal Capital Management | 34,997 | $5.85M | 0.52% | +633+1.8% | Added |
| Sandhill Capital Partners LLC | 34,740 | $5.81M | 0.48% | +389+1.1% | Added |
| IHT Wealth Management, LLC | 34,697 | $5.79M | 0.18% | −50−0.1% | Reduced |
| Jarislowsky, Fraser Ltd | 34,438 | $5.76M | 0.04% | +21+0.1% | Added |
| Heritage Trust Co | 34,425 | $5.76M | 0.70% | −719−2.0% | Reduced |
| Eagle Capital Management, LLC | 34,340 | $5.75M | 2.54% | −260−0.8% | Reduced |
| Confluence Wealth Services, Inc. | 41,904 | $5.73M | 0.36% | +469+1.1% | Added |
| R.H. Dinel Investment Counsel, Inc. | 34,210 | $5.72M | 3.91% | 00.0% | Unchanged |
| McDonald Partners LLC | 34,067 | $5.70M | 1.49% | −112−0.3% | Reduced |
| New England Asset Management Inc | 34,075 | $5.70M | 0.93% | +225+0.7% | Added |
| Community Bank, N.A. | 33,728 | $5.64M | 0.76% | −485−1.4% | Reduced |
| Alaska Permanent Fund Corp | 41,445 | $5.64M | 0.08% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 36,572 | $5.64M | 0.23% | +654+1.8% | Added |
| Oliver Luxxe Assets LLC | 33,686 | $5.64M | 1.05% | −188−0.6% | Reduced |
| Kidder Stephen W | 33,667 | $5.63M | 1.76% | −109−0.3% | Reduced |
| Columbia Asset Management | 33,653 | $5.63M | 1.14% | −312−0.9% | Reduced |
| Stonebridge Capital Management Inc | 33,597 | $5.62M | 2.43% | −2,750−7.6% | Reduced |
| Madden Securities Corp | 33,576 | $5.62M | 2.18% | −1,135−3.3% | Reduced |
| Tyche Wealth Partners LLC | 33,477 | $5.60M | 1.21% | +1,742+5.5% | Added |
| Ridgecrest Wealth Partners, LLC | 33,476 | $5.60M | 2.93% | −636−1.9% | Reduced |
| Baugh & Associates, LLC | 34,962 | $5.60M | 2.83% | −179−0.5% | Reduced |
| Lawson Kroeker Investment Management Inc | 33,446 | $5.60M | 1.03% | −851−2.5% | Reduced |
| Verdence Capital Advisors LLC | 33,431 | $5.59M | 0.43% | +3,095+10.2% | Added |
| Meeder Advisory Services, Inc. | 33,368 | $5.58M | 0.33% | +1,365+4.3% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 33,289 | $5.57M | 2.20% | −1,143−3.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 33,239 | $5.56M | 0.04% | +18,457+124.9% | Added |
| XTX Topco Ltd | 33,180 | $5.55M | 0.28% | +33,180 | New |
| Headinvest, LLC | 33,102 | $5.54M | 1.08% | +94+0.3% | Added |
| Independent Financial Group, LLC | 33,074 | $5.53M | 0.19% | +7,867+31.2% | Added |
| Marble Harbor Investment Counsel, LLC | 33,057 | $5.53M | 0.62% | −100−0.3% | Reduced |
| YHB Investment Advisors, Inc. | 32,922 | $5.51M | 0.46% | +1,107+3.5% | Added |
| Sheaff Brock Investment Advisors, LLC | 32,907 | $5.50M | 0.51% | −782−2.3% | Reduced |
| RFG Advisory, LLC | 32,895 | $5.50M | 0.15% | −14,817−31.1% | Reduced |
| Forum Financial Management, LP | 32,862 | $5.50M | 0.09% | −3,699−10.1% | Reduced |
| Spectrum Asset Management, Inc. (NB/CA) | 32,822 | $5.49M | 2.44% | −39−0.1% | Reduced |
| Monte Financial Group, LLC | 39,751 | $5.48M | 2.40% | −335−0.8% | Reduced |
| Chicago Trust Co NA | 32,746 | $5.48M | 0.97% | −607−1.8% | Reduced |
| S&CO Inc | 32,749 | $5.48M | 0.37% | 00.0% | Unchanged |
| Brooks, Moore & Associates, Inc. | 32,742 | $5.48M | 3.09% | −115−0.4% | Reduced |
| Vestcor Inc | 32,729 | $5.47M | 0.18% | −1,631−4.7% | Reduced |
| TRUE Private Wealth Advisors | 32,708 | $5.47M | 0.66% | −989−2.9% | Reduced |
| Dana Investment Advisors, Inc. | 32,673 | $5.47M | 0.20% | −38−0.1% | Reduced |
| Trajan Wealth LLC | 32,643 | $5.46M | 0.30% | −924−2.8% | Reduced |
| Plimoth Trust Co LLC | 32,629 | $5.46M | 1.42% | −4,515−12.2% | Reduced |
| Sandy Spring Bank | 32,536 | $5.44M | 0.23% | −1,484−4.4% | Reduced |
| Peak Asset Management, LLC | 32,501 | $5.44M | 1.03% | −39−0.1% | Reduced |