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 |
|---|---|---|---|---|---|
| apricus wealth, LLC | 32,500 | $5.44M | 3.23% | +875+2.8% | Added |
| Destination Wealth Management | 32,408 | $5.42M | 0.17% | +141+0.4% | Added |
| GAMMA Investing LLC | 32,329 | $5.41M | 0.41% | +6,928+27.3% | Added |
| Little House Capital LLC | 32,279 | $5.40M | 1.48% | +12,368+62.1% | Added |
| Cobblestone Capital Advisors LLC | 32,274 | $5.40M | 0.30% | +4,149+14.8% | Added |
| Nations Financial Group Inc, | 32,209 | $5.39M | 0.41% | −5,011−13.5% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 32,090 | $5.37M | 0.57% | +1,175+3.8% | Added |
| Harbor Capital Advisors, Inc. | 32,057 | $5.36M | 0.24% | −15,782−33.0% | Reduced |
| Choate Investment Advisors | 31,962 | $5.35M | 0.13% | −2,183−6.4% | Reduced |
| tru Independence LLC | 31,928 | $5.34M | 1.66% | +255+0.8% | Added |
| Citizens Business Bank | 30,592 | $5.33M | 1.16% | +8,609+39.2% | Added |
| Mission Creek Capital Partners, Inc. | 50,714 | $5.31M | 1.29% | −781−1.5% | Reduced |
| Altrius Capital Management Inc | 31,706 | $5.30M | 1.29% | +113+0.4% | Added |
| Rench Wealth Management, Inc. | 31,666 | $5.30M | 1.83% | +401+1.3% | Added |
| Trinity Legacy Partners, LLC | 37,102 | $5.28M | 1.34% | +2,907+8.5% | Added |
| StrongBox Wealth, LLC | 31,562 | $5.28M | 2.20% | −810−2.5% | Reduced |
| Hengehold Capital Management LLC | 31,529 | $5.27M | 0.50% | +598+1.9% | Added |
| Journey Advisory Group, LLC | 31,514 | $5.27M | 0.43% | −4,474−12.4% | Reduced |
| Private Trust Co NA | 31,476 | $5.27M | 0.54% | +1,251+4.1% | Added |
| Burney Co | 31,453 | $5.26M | 0.19% | −2,612−7.7% | Reduced |
| Arlington Financial Advisors, LLC | 31,376 | $5.25M | 0.92% | +3,450+12.4% | Added |
| Butensky & Cohen Financial Security, Inc | 31,352 | $5.24M | 1.61% | +57+0.2% | Added |
| Agf Management Ltd | 31,277 | $5.23M | 0.03% | −975−3.0% | Reduced |
| Trustmark National Bank Trust Department | 31,242 | $5.23M | 0.39% | +1,605+5.4% | Added |
| Modera Wealth Management, LLC | 31,149 | $5.21M | 0.07% | +414+1.3% | Added |
| Montecito Bank & Trust | 31,129 | $5.21M | 0.92% | −120−0.4% | Reduced |
| Spire Wealth Management | 31,103 | $5.20M | 0.17% | −10,589−25.4% | Reduced |
| Woodward Diversified Capital, LLC | 30,957 | $5.18M | 3.66% | +160+0.5% | Added |
| Selway Asset Management | 30,925 | $5.17M | 2.13% | −85−0.3% | Reduced |
| Salem Investment Counselors Inc | 30,785 | $5.15M | 0.18% | −3,540−10.3% | Reduced |
| JBR Co Financial Management Inc | 30,665 | $5.13M | 3.00% | +625+2.1% | Added |
| New Age Alpha Advisors, LLC | 30,583 | $5.12M | 0.23% | −8,009−20.8% | Reduced |
| Jericho Financial, LLP | 30,544 | $5.11M | 3.71% | +2,743+9.9% | Added |
| Liberty One Investment Management, LLC | 30,453 | $5.09M | 0.52% | +2,883+10.5% | Added |
| VestGen Advisors, LLC | 30,418 | $5.09M | 0.23% | +30,418 | New |
| Aurdan Capital Management, LLC | 30,341 | $5.08M | 1.91% | −5,309−14.9% | Reduced |
| Milestones Administradora de Recursos Ltda. | 30,340 | $5.08M | 2.59% | 00.0% | Unchanged |
| Capital City Trust Co | 30,213 | $5.05M | 1.39% | −926−3.0% | Reduced |
| Pinkerton Retirement Specialists, LLC | 30,125 | $5.04M | 0.65% | +1,034+3.6% | Added |
| Old Mission Investment Co LLC | 30,056 | $5.03M | 1.51% | +1,676+5.9% | Added |
| Azzad Asset Management Inc | 29,964 | $5.01M | 0.59% | +29,964 | New |
| Flagship Harbor Advisors, LLC | 29,963 | $5.01M | 0.26% | +1,034+3.6% | Added |
| Pegasus Asset Management, Inc. | 29,900 | $5.00M | 2.00% | +1,075+3.7% | Added |
| Independent Wealth Network Inc. | 29,885 | $5.00M | 1.99% | −154−0.5% | Reduced |
| Baker Avenue Asset Management, LP | 29,842 | $4.99M | 0.16% | +887+3.1% | Added |
| RB Capital Management, LLC | 29,792 | $4.98M | 1.21% | +458+1.6% | Added |
| Diversify Wealth Management, LLC | 35,730 | $4.98M | 0.37% | +5,247+17.2% | Added |
| Knollwood Investment Advisory, LLC | 29,709 | $4.97M | 0.55% | −185−0.6% | Reduced |
| Nelson Capital Management, LLC | 29,663 | $4.96M | 0.86% | −595−2.0% | Reduced |
| Pictet & Cie (Europe) SA | 29,651 | $4.96M | 0.12% | −6,334−17.6% | Reduced |
| MTM Investment Management, LLC | 29,381 | $4.95M | 1.91% | +1,060+3.7% | Added |
| MUFG Securities Americas Inc. | 29,584 | $4.95M | 0.57% | +4,913+19.9% | Added |
| Worldquant Millennium Advisors LLC | 29,555 | $4.94M | 0.03% | +6,289+27.0% | Added |
| Broderick Brian C | 29,320 | $4.90M | 1.00% | −150−0.5% | Reduced |
| Summit Financial Wealth Advisors, LLC | 29,273 | $4.90M | 0.97% | −97−0.3% | Reduced |
| RKL Wealth Management LLC | 29,264 | $4.90M | 0.46% | −5,201−15.1% | Reduced |
| Segment Wealth Management, LLC | 29,245 | $4.89M | 0.33% | +634+2.2% | Added |
| Hills Bank & Trust Co | 29,207 | $4.89M | 0.34% | +30+0.1% | Added |
| CoreCap Advisors, LLC | 29,188 | $4.88M | 0.21% | +940+3.3% | Added |
| Rockland Trust Co | 29,152 | $4.88M | 0.25% | −2,327−7.4% | Reduced |
| Yarbrough Capital, LLC | 29,107 | $4.87M | 0.21% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 29,066 | $4.86M | 0.16% | −624−2.1% | Reduced |
| Investors Asset Management of Georgia Inc | 29,056 | $4.86M | 2.46% | −329−1.1% | Reduced |
| Greatmark Investment Partners, Inc. | 28,999 | $4.85M | 0.66% | +15+0.1% | Added |
| Capital Planning Advisors, LLC | 28,990 | $4.85M | 0.75% | +1,876+6.9% | Added |
| International Assets Investment Management, LLC | 28,988 | $4.85M | 0.42% | −2,686−8.5% | Reduced |
| Pekin Hardy Strauss, Inc. | 28,961 | $4.84M | 0.59% | −9,600−24.9% | Reduced |
| Garrett Investment Advisors LLC | 28,905 | $4.84M | 0.47% | −1,839−6.0% | Reduced |
| G&S Capital LLC | 28,896 | $4.83M | 2.05% | −767−2.6% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 28,857 | $4.83M | 1.88% | +703+2.5% | Added |
| Naples Global Advisors, LLC | 28,781 | $4.81M | 0.46% | +586+2.1% | Added |
| McGinn Investment Management, Inc. | 28,728 | $4.81M | 3.15% | −180−0.6% | Reduced |
| Financial Advocates Investment Management | 28,636 | $4.79M | 0.34% | −4,779−14.3% | Reduced |
| Garner Asset Management Corp | 28,466 | $4.76M | 2.09% | +2,516+9.7% | Added |
| Haverford Financial Services, Inc. | 28,431 | $4.76M | 1.47% | −430−1.5% | Reduced |
| Ritholtz Wealth Management | 28,427 | $4.76M | 0.14% | +7,017+32.8% | Added |
| TCI Wealth Advisors, Inc. | 28,401 | $4.75M | 0.38% | −323−1.1% | Reduced |
| First Foundation Advisors | 28,385 | $4.75M | 0.19% | −6,855−19.5% | Reduced |
| Benedict Financial Advisors Inc | 28,343 | $4.74M | 1.10% | +850+3.1% | Added |
| Laird Norton Trust Company, LLC | 28,324 | $4.74M | 0.76% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 28,303 | $4.73M | 0.13% | +1,644+6.2% | Added |
| Aldebaran Capital, LLC | 28,250 | $4.73M | 4.47% | −306−1.1% | Reduced |
| Harbour Capital Advisors, LLC | 30,227 | $4.72M | 1.17% | −607−2.0% | Reduced |
| Ethic Inc. | 27,929 | $4.71M | 0.10% | +5,283+23.3% | Added |
| SGL Investment Advisors, Inc. | 34,139 | $4.68M | 2.42% | +418+1.2% | Added |
| Boyer & Corporon Wealth Management, LLC | 27,840 | $4.66M | 1.62% | +27,840 | New |
| Allen Wealth Management, LLC | 27,825 | $4.65M | 3.21% | +176+0.6% | Added |
| KLCM Advisors, Inc. | 27,773 | $4.65M | 0.54% | +594+2.2% | Added |
| Consolidated Investment Group LLC | 27,780 | $4.64M | 0.71% | +3,080+12.5% | Added |
| Mill Capital Management, LLC | 27,736 | $4.64M | 0.37% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 27,673 | $4.63M | 1.65% | +30.0% | Added |
| Sittner & Nelson, LLC | 27,659 | $4.63M | 1.97% | +23+0.1% | Added |
| Douglass Winthrop Advisors, LLC | 27,589 | $4.62M | 0.09% | +49+0.2% | Added |
| Pathway Financial Advisers, LLC | 27,585 | $4.61M | 1.58% | +600+2.2% | Added |
| Transcend Wealth Collective, LLC | 27,530 | $4.61M | 0.33% | −4,007−12.7% | Reduced |
| NTV Asset Management LLC | 27,463 | $4.59M | 0.61% | −682−2.4% | Reduced |
| TrueMark Investments, LLC | 27,383 | $4.58M | 1.20% | +2,655+10.7% | Added |
| Brighton Jones LLC | 27,236 | $4.56M | 0.15% | −811−2.9% | Reduced |
| Signaturefd, LLC | 27,224 | $4.55M | 0.09% | +4,350+19.0% | Added |
| Bank of Hawaii | 27,138 | $4.54M | 0.26% | −1,778−6.1% | Reduced |