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 |
|---|---|---|---|---|---|
| Somerset Group LLC | 15,513 | $2.60M | 2.36% | 00.0% | Unchanged |
| Main Street Financial Solutions, LLC | 15,499 | $2.59M | 0.23% | +6,794+78.0% | Added |
| Certified Advisory Corp | 15,496 | $2.59M | 0.29% | −358−2.3% | Reduced |
| Greenwood Capital Associates LLC | 15,471 | $2.59M | 0.35% | +959+6.6% | Added |
| CORDA Investment Management, LLC. | 15,470 | $2.59M | 0.21% | +1,664+12.1% | Added |
| DT Investment Partners, LLC | 15,448 | $2.58M | 0.25% | −1,245−7.5% | Reduced |
| Aviso Wealth Management | 15,435 | $2.58M | 1.37% | +1,561+11.3% | Added |
| Clark & Stuart, Inc | 15,427 | $2.58M | 1.88% | 00.0% | Unchanged |
| Arbor Trust Wealth Advisors, LLC | 15,415 | $2.58M | 1.21% | +457+3.1% | Added |
| Ahl Investment Management, Inc. | 15,409 | $2.58M | 1.78% | −205−1.3% | Reduced |
| Pinnacle West Asset Management, Inc. | 15,400 | $2.58M | 1.86% | +170+1.1% | Added |
| Atlantic Trust, LLC | 15,387 | $2.57M | 0.57% | −171−1.1% | Reduced |
| Chicago Partners Investment Group LLC | 18,884 | $2.56M | 0.09% | +1,289+7.3% | Added |
| SageView Advisory Group, LLC | 15,324 | $2.56M | 0.11% | +683+4.7% | Added |
| WealthTrust Axiom LLC | 15,264 | $2.55M | 0.78% | −65−0.4% | Reduced |
| Wealth Effects LLC | 15,260 | $2.55M | 1.07% | −55−0.4% | Reduced |
| O'Brien Greene & Co. Inc | 15,253 | $2.55M | 0.86% | −30.0% | Reduced |
| Impact Capital Partners LLC | 15,221 | $2.55M | 0.92% | +9,473+164.8% | Added |
| BKM Wealth Management, LLC | 15,186 | $2.54M | 1.05% | +948+6.7% | Added |
| JTC Employer Solutions Trusteee Ltd | 15,178 | $2.54M | 0.21% | 00.0% | Unchanged |
| Providence Wealth Advisors, LLC | 15,167 | $2.54M | 1.92% | +1,022+7.2% | Added |
| St. Louis Financial Planners Asset Management, LLC | 15,151 | $2.53M | 1.89% | +15,151 | New |
| Edmp, Inc. | 15,148 | $2.53M | 2.12% | +10.0% | Added |
| Todd Asset Management LLC | 15,147 | $2.53M | 0.06% | +648+4.5% | Added |
| ICW Investment Advisors LLC | 15,126 | $2.53M | 1.03% | +129+0.9% | Added |
| Somerset Trust Co | 15,120 | $2.53M | 0.90% | +364+2.5% | Added |
| Valmark Advisers, Inc. | 15,096 | $2.53M | 0.04% | −1,313−8.0% | Reduced |
| Alexander Labrunerie & Co., Inc. | 15,092 | $2.52M | 1.09% | −77−0.5% | Reduced |
| Signet Investment Advisory Group, Inc. | 15,069 | $2.52M | 1.27% | +430+2.9% | Added |
| Newman Dignan & Sheerar, Inc. | 15,066 | $2.52M | 0.69% | +57+0.4% | Added |
| King Wealth | 15,055 | $2.52M | 0.38% | +1,481+10.9% | Added |
| Lindenwold Advisors | 15,056 | $2.52M | 1.40% | −369−2.4% | Reduced |
| Gryphon Financial Partners LLC | 15,034 | $2.52M | 0.36% | +376+2.6% | Added |
| Dover Advisors, LLC | 15,031 | $2.51M | 1.10% | +919+6.5% | Added |
| Trueblood Wealth Management, LLC | 15,022 | $2.51M | 1.17% | −358−2.3% | Reduced |
| Fort Point Capital Partners LLC | 14,994 | $2.51M | 0.28% | −511−3.3% | Reduced |
| Jeppson Wealth Management, LLC | 14,989 | $2.51M | 0.92% | −442−2.9% | Reduced |
| Aspiriant, LLC | 14,976 | $2.51M | 0.09% | −737−4.7% | Reduced |
| St Germain D J Co Inc | 14,967 | $2.50M | 0.12% | −5,640−27.4% | Reduced |
| Adirondack Trust Co | 14,956 | $2.50M | 0.98% | −393−2.6% | Reduced |
| Guardian Capital LP | 14,954 | $2.50M | 0.10% | 00.0% | Unchanged |
| Inlet Private Wealth, LLC | 14,948 | $2.50M | 0.65% | −200−1.3% | Reduced |
| Parkside Financial Bank & Trust | 14,930 | $2.50M | 0.32% | −310−2.0% | Reduced |
| Beacon Financial Group | 14,929 | $2.50M | 0.27% | −1,361−8.4% | Reduced |
| Chesapeake Wealth Management | 14,913 | $2.49M | 0.89% | −541−3.5% | Reduced |
| Wilkins Investment Counsel Inc | 14,879 | $2.49M | 0.36% | +934+6.7% | Added |
| Banco de Sabadell, S.A | 14,861 | $2.49M | 1.89% | −84−0.6% | Reduced |
| Systematic Alpha Investments, LLC | 14,854 | $2.48M | 0.09% | 00.0% | Unchanged |
| Ausdal Financial Partners, Inc. | 14,849 | $2.48M | 0.19% | +1,859+14.3% | Added |
| Brown Financial Advisors | 14,832 | $2.48M | 1.02% | +838+6.0% | Added |
| Harmony Asset Management LLC | 14,798 | $2.48M | 1.04% | −3,460−19.0% | Reduced |
| Accordant Advisory Group Inc | 14,794 | $2.47M | 2.42% | −376−2.5% | Reduced |
| Pacific Center for Financial Services | 14,706 | $2.46M | 0.65% | −357−2.4% | Reduced |
| Financial Advisors Network, Inc. | 14,671 | $2.45M | 0.41% | +524+3.7% | Added |
| Philadelphia Trust Co | 14,644 | $2.45M | 0.21% | −1,609−9.9% | Reduced |
| Trustco Bank Corp N Y | 14,639 | $2.45M | 2.65% | −333−2.2% | Reduced |
| Tumwater Wealth Management, LLC | 14,611 | $2.44M | 1.28% | +50.0% | Added |
| Integral Investment Advisors, Inc. | 14,601 | $2.44M | 0.78% | +144+1.0% | Added |
| Global Assets Advisory, LLC | 16,173 | $2.43M | 0.46% | +9,663+148.4% | Added |
| Sentinel Trust Co Lba | 14,526 | $2.43M | 0.29% | −707−4.6% | Reduced |
| Chilton Investment Co LLC | 14,467 | $2.42M | 0.06% | +14,467 | New |
| Argonautica Private Wealth Management, Inc | 14,467 | $2.42M | 0.83% | +105+0.7% | Added |
| Wealth Management Partners, LLC | 14,463 | $2.42M | 1.12% | +1,061+7.9% | Added |
| Romano Brothers and Company | 14,439 | $2.42M | 0.31% | +400+2.8% | Added |
| Manhattan West Asset Management, LLC | 14,433 | $2.41M | 0.62% | +1,221+9.2% | Added |
| Krilogy Financial LLC | 14,416 | $2.41M | 0.16% | +26+0.2% | Added |
| Aviance Capital Partners, LLC | 14,371 | $2.40M | 0.34% | −918−6.0% | Reduced |
| IMA Wealth, Inc. | 14,360 | $2.40M | 0.28% | −1,125−7.3% | Reduced |
| Wimmer Associates 1, LLC | 16,872 | $2.40M | 1.27% | −1,897−10.1% | Reduced |
| Outlook Wealth Advisors, LLC | 14,347 | $2.40M | 0.67% | +10.0% | Added |
| Marietta Investment Partners LLC | 14,346 | $2.40M | 0.58% | −185−1.3% | Reduced |
| Burling Wealth Partners, LLC | 14,322 | $2.40M | 0.50% | −2,056−12.6% | Reduced |
| Alaethes Wealth LLC | 14,316 | $2.39M | 0.88% | +542+3.9% | Added |
| Promethium Advisors,llc | 14,285 | $2.39M | 1.53% | −2,276−13.7% | Reduced |
| PYA Waltman Capital, LLC | 14,272 | $2.39M | 0.75% | −1,255−8.1% | Reduced |
| Cassaday & Co Wealth Management LLC | 14,248 | $2.38M | 0.07% | +12+0.1% | Added |
| Orca Wealth Management, LLC | 14,243 | $2.38M | 2.13% | −20.0% | Reduced |
| BEAM Asset Management, LLC | 14,221 | $2.38M | 0.80% | −754−5.0% | Reduced |
| Garrett Wealth Advisory Group, LLC | 14,220 | $2.38M | 0.53% | +1,290+10.0% | Added |
| Cascade Investment Group, Inc. | 14,201 | $2.38M | 1.83% | −152−1.1% | Reduced |
| Hoertkorn Richard Charles | 14,147 | $2.37M | 1.09% | −400−2.7% | Reduced |
| Enclave Advisors LLC | 14,130 | $2.36M | 0.40% | −229−1.6% | Reduced |
| Kiley Juergens Wealth Management, LLC | 14,124 | $2.36M | 0.63% | +690+5.1% | Added |
| Central Pacific Bank - Trust Division | 14,124 | $2.36M | 0.33% | −884−5.9% | Reduced |
| Legacy Financial Advisors, Inc. | 14,083 | $2.36M | 0.39% | +646+4.8% | Added |
| Pettee Investors, Inc. | 14,082 | $2.36M | 1.40% | −2,744−16.3% | Reduced |
| First City Capital Management, Inc. | 14,045 | $2.35M | 1.41% | −4,989−26.2% | Reduced |
| Lindbrook Capital, LLC | 14,036 | $2.35M | 0.22% | +1,785+14.6% | Added |
| Turtle Creek Wealth Advisors, LLC | 14,029 | $2.35M | 0.35% | +439+3.2% | Added |
| Mitchell Sinkler & Starr | 14,028 | $2.35M | 0.66% | +695+5.2% | Added |
| Birch Hill Investment Advisors LLC | 14,027 | $2.35M | 0.11% | −1,175−7.7% | Reduced |
| Econ Financial Services Corp | 14,026 | $2.35M | 1.25% | +14,026 | New |
| Arbor Capital Management Inc | 14,026 | $2.35M | 2.28% | +731+5.5% | Added |
| Letson Investment Management, Inc. | 13,987 | $2.34M | 0.94% | +492+3.6% | Added |
| CRA Financial Services, LLC | 13,970 | $2.34M | 0.40% | +550+4.1% | Added |
| Greenberg Financial Group | 11,273 | $2.33M | 0.98% | +11,273 | New |
| Weik Capital Management | 13,905 | $2.33M | 0.95% | +95+0.7% | Added |
| Redwood Investment Management, LLC | 13,898 | $2.33M | 0.25% | +1,295+10.3% | Added |
| Schechter Investment Advisors, LLC | 13,893 | $2.32M | 0.19% | −1,054−7.1% | Reduced |
| Clarus Group, Inc. | 13,870 | $2.32M | 0.90% | −2,313−14.3% | Reduced |