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 | 4,311 | $298.0B |
| Q4 2025 | 3,993 | $223.3B |
| Q3 2025 | 3,802 | $225.3B |
| Q2 2025 | 3,707 | $189.0B |
| Q1 2025 | 3,825 | $222.9B |
| Q4 2024 | 3,764 | $194.0B |
| Q3 2024 | 3,487 | $198.0B |
| Q2 2024 | 3,510 | $214.0B |
| Q1 2024 | 3,522 | $212.7B |
| Q4 2023 | 3,477 | $200.3B |
| Q3 2023 | 3,338 | $222.6B |
| Q2 2023 | 3,285 | $205.0B |
| Q1 2023 | 3,272 | $217.1B |
| Q4 2022 | 3,288 | $243.6B |
| Q3 2022 | 3,056 | $195.7B |
| Q2 2022 | 3,060 | $198.4B |
| Q1 2022 | 3,070 | $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 |
|---|---|---|---|---|---|
| Weatherly Asset Management L. P. | 23,461 | $3.92M | 0.35% | +145+0.6% | Added |
| Solitude Financial Services | 23,412 | $3.92M | 1.52% | +1,034+4.6% | Added |
| Whalerock Point Partners, LLC | 23,407 | $3.92M | 0.93% | +2,236+10.6% | Added |
| Capital Investment Advisory Services, LLC | 23,316 | $3.90M | 0.35% | +2,139+10.1% | Added |
| Bath Savings Trust Co | 23,239 | $3.89M | 0.40% | −4,165−15.2% | Reduced |
| Csenge Advisory Group | 28,172 | $3.88M | 0.22% | −3,017−9.7% | Reduced |
| Cornerstone Wealth Management, LLC | 23,195 | $3.88M | 0.26% | +303+1.3% | Added |
| Belpointe Asset Management LLC | 23,083 | $3.86M | 0.20% | +1,195+5.5% | Added |
| Smartleaf Asset Management LLC | 23,219 | $3.86M | 0.37% | +1,032+4.7% | Added |
| Whitener Capital Management, Inc. | 23,032 | $3.85M | 1.09% | +1,463+6.8% | Added |
| Diversify Advisory Services, LLC | 27,647 | $3.85M | 0.24% | −3,899−12.4% | Reduced |
| Exchange Bank | 22,959 | $3.84M | 3.10% | −600−2.5% | Reduced |
| North Star Investment Management Corp. | 22,926 | $3.84M | 0.28% | +342+1.5% | Added |
| CFM Wealth Partners LLC | 22,890 | $3.83M | 0.68% | +798+3.6% | Added |
| MONECO Advisors, LLC | 22,832 | $3.82M | 0.40% | +532+2.4% | Added |
| Wealth Advisors of Tampa Bay, LLC | 22,821 | $3.82M | 1.55% | +3,186+16.2% | Added |
| CTC LLC | 22,804 | $3.81M | 0.61% | −28,780−55.8% | Reduced |
| Hudson Valley Investment Advisors Inc | 22,772 | $3.81M | 0.46% | −259−1.1% | Reduced |
| SummitTX Capital, L.P. | 22,749 | $3.81M | 0.17% | +22,749 | New |
| Larson Financial Group LLC | 22,723 | $3.80M | 0.18% | +289+1.3% | Added |
| Boltwood Capital Management | 22,715 | $3.80M | 1.16% | +50+0.2% | Added |
| Mystic Asset Management, Inc. | 22,710 | $3.80M | 1.00% | +88+0.4% | Added |
| Portside Wealth Group, LLC | 22,692 | $3.80M | 0.62% | +3,438+17.9% | Added |
| Strategic Advisors LLC | 22,683 | $3.79M | 0.73% | −506−2.2% | Reduced |
| Norway Savings Bank | 22,595 | $3.78M | 2.15% | −370−1.6% | Reduced |
| Journey Strategic Wealth LLC | 22,522 | $3.77M | 0.13% | +5,103+29.3% | Added |
| United Community Bank | 22,521 | $3.77M | 1.40% | −550−2.4% | Reduced |
| Kavar Capital Partners Group, LLC | 22,510 | $3.77M | 0.63% | +979+4.5% | Added |
| Catherine Avery Investment Management LLC | 22,497 | $3.76M | 3.37% | +10,480+87.2% | Added |
| Shoker Investment Counsel, Inc. | 22,488 | $3.76M | 1.27% | +382+1.7% | Added |
| Glass Wealth Management Co LLC | 22,480 | $3.76M | 2.26% | −1,187−5.0% | Reduced |
| Cottage Street Advisors LLC | 22,411 | $3.75M | 1.88% | −336−1.5% | Reduced |
| Grove Bank & Trust | 22,391 | $3.75M | 0.50% | +2,726+13.9% | Added |
| Integrity Alliance, LLC. | 22,376 | $3.74M | 0.15% | +11,410+104.0% | Added |
| Jacobs & Co | 22,354 | $3.74M | 0.40% | −368−1.6% | Reduced |
| Ilex Capital Partners (UK) LLP | 22,325 | $3.73M | 0.15% | +22,325 | New |
| Checchi Capital Advisers, LLC | 22,227 | $3.72M | 0.26% | +953+4.5% | Added |
| Gifford Fong Associates | 22,200 | $3.71M | 0.92% | 00.0% | Unchanged |
| Mount Yale Investment Advisors, LLC | 22,197 | $3.71M | 0.32% | +734+3.4% | Added |
| Close Asset Management Ltd | 22,172 | $3.71M | 0.11% | −13,169−37.3% | Reduced |
| AlphaCore Capital LLC | 22,184 | $3.71M | 0.32% | +2,354+11.9% | Added |
| Wealth Alliance | 22,174 | $3.71M | 0.45% | +3,223+17.0% | Added |
| Builder Investment Group Inc | 22,172 | $3.71M | 1.05% | −760−3.3% | Reduced |
| WD Rutherford LLC | 27,509 | $3.70M | 1.97% | +40.0% | Added |
| Creative Financial Designs Inc | 22,086 | $3.69M | 0.29% | +365+1.7% | Added |
| Wealth Group, Ltd. | 22,075 | $3.69M | 2.39% | +2,534+13.0% | Added |
| Deane Retirement Strategies, Inc. | 21,960 | $3.67M | 1.75% | +447+2.1% | Added |
| Cohen Investment Advisors LLC | 21,952 | $3.67M | 2.13% | +2,402+12.3% | Added |
| Sumitomo Life Insurance Co | 21,937 | $3.67M | 0.13% | −316−1.4% | Reduced |
| E Fund Management Co., Ltd. | 21,915 | $3.67M | 0.18% | +3,213+17.2% | Added |
| Joseph Group Capital Management | 21,910 | $3.67M | 1.40% | +3,182+17.0% | Added |
| Dorsey & Whitney Trust CO LLC | 21,870 | $3.66M | 0.21% | +2,572+13.3% | Added |
| Empire Financial Management Company, LLC | 21,840 | $3.65M | 1.13% | +479+2.2% | Added |
| LCNB Corp | 21,817 | $3.65M | 1.34% | +833+4.0% | Added |
| Umpqua Bank | 21,788 | $3.64M | 1.26% | +119+0.5% | Added |
| Magnus Financial Group LLC | 21,752 | $3.64M | 0.35% | +474+2.2% | Added |
| Wealth Alliance Advisory Group, LLC | 21,689 | $3.63M | 0.75% | +358+1.7% | Added |
| Cardiff Park Advisors, LLC | 21,666 | $3.62M | 0.35% | +1,302+6.4% | Added |
| First Command Advisory Services, Inc. | 21,641 | $3.62M | 0.03% | −937−4.2% | Reduced |
| Advisors Management Group Inc | 21,635 | $3.62M | 0.79% | +45+0.2% | Added |
| Delaney Dennis R | 21,632 | $3.62M | 1.97% | +80+0.4% | Added |
| Liberty Wealth Management LLC | 21,564 | $3.61M | 0.69% | −762−3.4% | Reduced |
| Mattern Wealth Management LLC | 21,531 | $3.60M | 0.80% | +99+0.5% | Added |
| Traynor Capital Management, Inc. | 21,526 | $3.60M | 0.30% | −296−1.4% | Reduced |
| Hunter Associates Investment Management LLC | 21,537 | $3.60M | 0.56% | −115−0.5% | Reduced |
| Mayflower Financial Advisors, LLC | 21,517 | $3.60M | 0.55% | −68−0.3% | Reduced |
| Frank, Rimerman Advisors LLC | 21,469 | $3.59M | 0.28% | −1,286−5.7% | Reduced |
| Global Financial Private Client, LLC | 21,444 | $3.59M | 1.37% | +69+0.3% | Added |
| Mitchell McLeod Pugh & Williams Inc | 21,443 | $3.59M | 0.74% | +168+0.8% | Added |
| Arete Wealth Advisors, LLC | 21,441 | $3.59M | 0.27% | +821+4.0% | Added |
| Webster Bank, N. A. | 21,433 | $3.59M | 0.39% | −492−2.2% | Reduced |
| Duncker Streett & Co Inc | 21,417 | $3.58M | 0.71% | −34−0.2% | Reduced |
| VeraBank, N.A. | 21,412 | $3.58M | 1.00% | −164−0.8% | Reduced |
| B&L Asset Management LLC | 21,400 | $3.58M | 2.35% | −92−0.4% | Reduced |
| Orleans Capital Management Corp | 21,344 | $3.57M | 2.10% | +1,617+8.2% | Added |
| Nicholas Hoffman & Company, LLC. | 21,298 | $3.56M | 0.14% | +3,811+21.8% | Added |
| Enterprise Bank & Trust Co | 21,260 | $3.56M | 1.37% | −482−2.2% | Reduced |
| Founders Financial Alliance, LLC | 21,212 | $3.55M | 0.86% | +2,420+12.9% | Added |
| Recurrent Investment Advisors LLC | 21,153 | $3.54M | 0.30% | 00.0% | Unchanged |
| Horst & Graben Wealth Management LLC | 21,146 | $3.54M | 0.63% | +41+0.2% | Added |
| Beaton Management Co. Inc. | 21,101 | $3.53M | 1.83% | −100−0.5% | Reduced |
| TFG Advisers LLC | 21,070 | $3.52M | 1.28% | +60.0% | Added |
| McKinley Carter Wealth Services, Inc. | 21,012 | $3.52M | 0.22% | +667+3.3% | Added |
| Charles Schwab Trust Co | 21,009 | $3.51M | 0.29% | +2,078+11.0% | Added |
| Atlanta Consulting Group Advisors, LLC | 20,985 | $3.51M | 1.02% | −219−1.0% | Reduced |
| Coerente Capital Management | 20,915 | $3.50M | 0.68% | 00.0% | Unchanged |
| Brookmont Capital Management | 20,867 | $3.49M | 1.97% | −939−4.3% | Reduced |
| Lineweaver Wealth Advisors, LLC | 20,865 | $3.49M | 0.59% | −1,398−6.3% | Reduced |
| Brick & Kyle, Associates | 20,948 | $3.49M | 1.60% | −459−2.1% | Reduced |
| Clear Harbor Asset Management, LLC | 20,843 | $3.49M | 0.28% | +243+1.2% | Added |
| Benin Management CORP | 20,809 | $3.48M | 0.99% | −1,751−7.8% | Reduced |
| TCFG Wealth Management, LLC | 20,740 | $3.47M | 1.74% | +374+1.8% | Added |
| Van Strum & Towne Inc. | 20,645 | $3.45M | 1.16% | +3,321+19.2% | Added |
| Challenger Wealth Management | 20,591 | $3.44M | 2.73% | +1,021+5.2% | Added |
| BFSG, LLC | 20,568 | $3.44M | 0.42% | −1,200−5.5% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 20,546 | $3.44M | 0.58% | +4,198+25.7% | Added |
| Royal Fund Management, LLC | 20,509 | $3.43M | 0.41% | +563+2.8% | Added |
| Fairview Capital Investment Management, LLC | 20,475 | $3.43M | 0.18% | 00.0% | Unchanged |
| Kingswood Wealth Advisors, LLC | 20,408 | $3.42M | 0.31% | −4,331−17.5% | Reduced |
| Tompkins Financial Corp | 20,387 | $3.41M | 0.33% | −75−0.4% | Reduced |