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 |
|---|---|---|---|---|---|
| Capital Advisors Wealth Management, LLC | 10,557 | $1.77M | 0.31% | −5,754−35.3% | Reduced |
| Northstar Financial Companies, Inc. | 10,540 | $1.76M | 1.91% | +1,168+12.5% | Added |
| Coppell Advisory Solutions LLC | 12,643 | $1.76M | 0.26% | −3,034−19.4% | Reduced |
| Elevated Capital Advisors, LLC | 10,512 | $1.76M | 0.49% | +473+4.7% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 10,511 | $1.76M | 0.63% | +184+1.8% | Added |
| Garrison Point Advisors, LLC | 10,506 | $1.76M | 0.85% | +62+0.6% | Added |
| Pacific Wealth Strategies Group, Inc. | 10,497 | $1.76M | 1.30% | +202+2.0% | Added |
| Beck Mack & Oliver LLC | 10,477 | $1.75M | 0.04% | +275+2.7% | Added |
| Traphagen Investment Advisors LLC | 10,456 | $1.75M | 0.18% | +1,089+11.6% | Added |
| Godshalk Welsh Capital Management, Inc. | 10,438 | $1.75M | 1.14% | −150−1.4% | Reduced |
| Cunning Capital Partners, LP | 10,435 | $1.75M | 1.11% | −60−0.6% | Reduced |
| Northside Capital Management, LLC | 10,343 | $1.73M | 0.28% | +61+0.6% | Added |
| Siemens Fonds Invest GmbH | 10,343 | $1.73M | 0.12% | +10,343 | New |
| Ransom Advisory, Ltd | 10,334 | $1.73M | 0.85% | +1,275+14.1% | Added |
| Meriwether Wealth & Planning, LLC | 10,298 | $1.72M | 1.12% | +30.0% | Added |
| United Bank | 10,283 | $1.72M | 0.71% | +631+6.5% | Added |
| Buck Wealth Strategies, LLC | 10,278 | $1.72M | 0.31% | +8,193+392.9% | Added |
| Angeles Wealth Management, LLC | 10,273 | $1.72M | 0.14% | +452+4.6% | Added |
| Asahi Life Asset Management Co., Ltd. | 10,268 | $1.72M | 1.11% | −3,978−27.9% | Reduced |
| Athena Investment Management | 10,262 | $1.72M | 1.04% | +169+1.7% | Added |
| Gallagher Fiduciary Advisors, LLC | 10,253 | $1.72M | 0.06% | −432−4.0% | Reduced |
| Miller Investment Management, LP | 10,220 | $1.71M | 0.19% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 10,203 | $1.71M | 0.25% | −840−7.6% | Reduced |
| Menard Financial Group LLC | 12,579 | $1.71M | 1.12% | +1,084+9.4% | Added |
| Tevis Investment Management | 11,775 | $1.71M | 1.27% | 00.0% | Unchanged |
| Bank of Jackson Hole Trust | 10,748 | $1.70M | 1.10% | +56+0.5% | Added |
| Wolverine Trading, LLC | 10,262 | $1.70M | 0.05% | −84,261−89.1% | Reduced |
| M. Kraus & Co | 10,187 | $1.70M | 0.52% | −160−1.5% | Reduced |
| Financial Management Network Inc | 12,129 | $1.70M | 0.38% | −76−0.6% | Reduced |
| ING Groep NV | 10,145 | $1.70M | 0.01% | −190,853−95.0% | Reduced |
| Cove Private Wealth, LLC | 10,138 | $1.70M | 0.89% | +923+10.0% | Added |
| Fortress Private Ledger, LLC | 10,131 | $1.69M | 0.95% | −499−4.7% | Reduced |
| Eagle Wealth Strategies LLC | 10,113 | $1.69M | 1.04% | −143−1.4% | Reduced |
| 1248 Management, LLC | 10,095 | $1.69M | 0.72% | −6,235−38.2% | Reduced |
| Wellington Shields Capital Management, LLC | 10,055 | $1.68M | 0.31% | +2,000+24.8% | Added |
| Octavia Wealth Advisors, LLC | 10,034 | $1.68M | 0.20% | +1,735+20.9% | Added |
| Ignite Planners, LLC | 12,316 | $1.68M | 0.33% | +1,519+14.1% | Added |
| Hubbell Strickland Wealth Management, LLC | 10,013 | $1.68M | 0.79% | +89+0.9% | Added |
| Doheny Asset Management | 10,013 | $1.68M | 1.31% | 00.0% | Unchanged |
| Holistic Planning, LLC | 10,007 | $1.67M | 0.57% | +1,209+13.7% | Added |
| RBF Capital, LLC | 10,000 | $1.67M | 0.11% | 00.0% | Unchanged |
| Barbara Oil Co. | 10,000 | $1.67M | 0.68% | 00.0% | Unchanged |
| Alpine Bank Wealth Management | 9,993 | $1.67M | 0.27% | +9,993 | New |
| Peregrine Asset Advisers, Inc. | 9,947 | $1.66M | 0.62% | −502−4.8% | Reduced |
| Aspen Investment Management Inc | 9,944 | $1.66M | 0.77% | +25+0.3% | Added |
| Cypress Capital Management LLC (WY) | 9,946 | $1.66M | 1.99% | +172+1.8% | Added |
| Embree Financial Group | 9,920 | $1.66M | 0.28% | +231+2.4% | Added |
| Etesian Wealth Advisors, Inc. | 9,915 | $1.66M | 0.72% | −133−1.3% | Reduced |
| Wealth Advisory Solutions, LLC | 9,902 | $1.66M | 0.44% | −22,132−69.1% | Reduced |
| Resurgent Financial Advisors LLC | 9,891 | $1.65M | 0.99% | −278−2.7% | Reduced |
| Gradient Capital Advisors, LLC | 9,888 | $1.65M | 0.54% | −838−7.8% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 9,888 | $1.65M | 0.70% | +539+5.8% | Added |
| Wambolt & Associates, LLC | 9,800 | $1.65M | 0.56% | −90−0.9% | Reduced |
| M.E. Allison & Co., Inc. | 9,861 | $1.65M | 1.63% | +4,572+86.4% | Added |
| San Luis Wealth Advisors LLC | 9,850 | $1.65M | 0.37% | +2,391+32.1% | Added |
| Fullcircle Wealth LLC | 11,747 | $1.65M | 0.68% | +510+4.5% | Added |
| BWM Planning, LLC | 9,836 | $1.65M | 0.70% | −921−8.6% | Reduced |
| Meridian Wealth Advisors, LLC | 9,826 | $1.64M | 0.28% | +113+1.2% | Added |
| Navellier & Associates Inc | 12,131 | $1.64M | 0.23% | −7,920−39.5% | Reduced |
| Fermata Advisors, LLC | 9,773 | $1.63M | 0.30% | +1,828+23.0% | Added |
| GeoWealth Management, LLC | 9,765 | $1.63M | 0.07% | −3,342−25.5% | Reduced |
| Bank & Trust Co | 9,756 | $1.63M | 1.33% | −261−2.6% | Reduced |
| SS&H Financial Advisors, Inc. | 9,712 | $1.63M | 0.61% | +40.0% | Added |
| CNB Bank | 9,697 | $1.62M | 0.82% | −1,621−14.3% | Reduced |
| RBA Wealth Management, LLC | 9,693 | $1.62M | 0.64% | −703−6.8% | Reduced |
| Marco Investment Management LLC | 9,693 | $1.62M | 0.15% | −38−0.4% | Reduced |
| Waddell & Associates, LLC | 9,683 | $1.62M | 0.20% | −500−4.9% | Reduced |
| Aries Wealth Management | 9,682 | $1.62M | 0.44% | +170+1.8% | Added |
| Farmers Trust Co | 9,676 | $1.62M | 0.30% | +204+2.2% | Added |
| Cypress Wealth Services, LLC | 9,666 | $1.62M | 0.33% | +37+0.4% | Added |
| Broadwater Capital Management LLC | 9,665 | $1.62M | 1.27% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 9,664 | $1.62M | 0.10% | −4,374−31.2% | Reduced |
| Meiji Yasuda Life Insurance Co | 9,658 | $1.62M | 0.03% | −367−3.7% | Reduced |
| Claro Advisors LLC | 9,651 | $1.61M | 0.22% | −64−0.7% | Reduced |
| Argyle Capital Partners, LLC | 9,640 | $1.61M | 1.38% | −683−6.6% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 9,633 | $1.61M | 0.22% | +194+2.1% | Added |
| Rice Partnership, LLC | 9,620 | $1.61M | 0.33% | +1,566+19.4% | Added |
| Eaton Financial Holdings Company, LLC | 9,611 | $1.61M | 0.67% | −2,300−19.3% | Reduced |
| Leo Wealth, LLC | 9,601 | $1.61M | 0.23% | −4,751−33.1% | Reduced |
| Asset Planning,Inc | 9,595 | $1.61M | 1.26% | +639+7.1% | Added |
| AssuredPartners Investment Advisors, LLC | 9,571 | $1.60M | 0.31% | −667−6.5% | Reduced |
| Heritage Wealth Advisors | 9,568 | $1.60M | 0.08% | −867−8.3% | Reduced |
| SFMG, LLC | 9,545 | $1.60M | 0.13% | −239−2.4% | Reduced |
| 44 Wealth Management LLC | 9,540 | $1.60M | 0.60% | −285−2.9% | Reduced |
| Manske Wealth Management | 9,531 | $1.59M | 0.60% | +426+4.7% | Added |
| Donoghue Forlines LLC | 9,530 | $1.59M | 0.51% | −669−6.6% | Reduced |
| Redhawk Wealth Advisors, Inc. | 9,521 | $1.59M | 0.21% | +1,369+16.8% | Added |
| TLWM | 9,506 | $1.59M | 0.32% | +102+1.1% | Added |
| CVA Family Office, LLC | 9,496 | $1.59M | 0.24% | +203+2.2% | Added |
| China Universal Asset Management Co., Ltd. | 9,489 | $1.59M | 0.15% | +887+10.3% | Added |
| Advisory Research Inc | 9,436 | $1.58M | 0.28% | −487−4.9% | Reduced |
| NWF Advisory Services Inc. | 9,425 | $1.58M | 0.22% | −4,991−34.6% | Reduced |
| Cito Capital Group, LLC | 9,420 | $1.58M | 0.60% | 00.0% | Unchanged |
| Lake Street Financial LLC | 9,407 | $1.57M | 0.26% | −1,847−16.4% | Reduced |
| Financial Engines Advisors L.L.C. | 9,402 | $1.57M | 0.00% | −45−0.5% | Reduced |
| PSI Advisors, LLC | 9,385 | $1.57M | 0.51% | −3,770−28.7% | Reduced |
| Capital Advantage, Inc. | 10,824 | $1.57M | 0.29% | 00.0% | Unchanged |
| VCI Wealth Management LLC | 9,369 | $1.57M | 0.66% | −2,303−19.7% | Reduced |
| Arlington Trust Co LLC | 9,354 | $1.56M | 0.33% | −248−2.6% | Reduced |
| BancFirst Trust & Investment Management | 9,408 | $1.56M | 0.78% | +104+1.1% | Added |