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 |
|---|---|---|---|---|---|
| one8zero8, LLC | 9,332 | $1.56M | 0.37% | −4,134−30.7% | Reduced |
| Advisory Alpha, LLC | 9,307 | $1.56M | 0.05% | +983+11.8% | Added |
| TCM Advisors, LLC | – | $1.56M | 1.36% | – | – |
| BCJ Capital Management, LLC | 9,298 | $1.56M | 0.11% | +1,316+16.5% | Added |
| S.A. Mason LLC | 9,285 | $1.55M | 0.82% | +171+1.9% | Added |
| Elyxium Wealth, LLC | 9,269 | $1.55M | 0.69% | +7,041+316.0% | Added |
| Calton & Associates, Inc. | 9,241 | $1.55M | 0.35% | +9,241 | New |
| Entruity Wealth, LLC | 9,234 | $1.54M | 1.46% | −355−3.7% | Reduced |
| Tradition Wealth Management, LLC | 9,228 | $1.54M | 0.14% | +342+3.8% | Added |
| Aaron Wealth Advisors | 9,223 | $1.54M | 0.18% | +363+4.1% | Added |
| Lion Street Advisors, LLC | 9,189 | $1.54M | 0.49% | −127−1.4% | Reduced |
| Apella Capital, LLC | 10,477 | $1.53M | 0.05% | +1,859+21.6% | Added |
| Fogel Capital Management, Inc. | 9,134 | $1.53M | 0.82% | +3,648+66.5% | Added |
| Sax Wealth Advisors, LLC | 9,108 | $1.52M | 0.11% | +3,865+73.7% | Added |
| MCF Advisors LLC | 9,106 | $1.52M | 0.11% | −190−2.0% | Reduced |
| Cetera Trust Company, N.A | 9,106 | $1.52M | 0.97% | +1,275+16.3% | Added |
| BOS Asset Management, LLC | 9,104 | $1.52M | 0.52% | +815+9.8% | Added |
| Firestone Capital Management | 9,077 | $1.52M | 0.40% | +27+0.3% | Added |
| Adalta Capital Management LLC | 9,069 | $1.52M | 0.81% | 00.0% | Unchanged |
| Burford Brothers, Inc. | 9,048 | $1.51M | 0.73% | +24+0.3% | Added |
| Motiv8 Investments LLC | 8,985 | $1.50M | 1.00% | −180−2.0% | Reduced |
| Processus Wealth & Capital Management, LLC | 8,972 | $1.50M | 1.28% | +168+1.9% | Added |
| Ames National Corp | 8,962 | $1.50M | 1.01% | 00.0% | Unchanged |
| TigerOak Management, L.L.C. | 8,957 | $1.50M | 0.58% | +150+1.7% | Added |
| Campbell & CO Investment Adviser LLC | 8,941 | $1.50M | 0.11% | −8,480−48.7% | Reduced |
| Shulman DeMeo Asset Management LLC | 8,937 | $1.50M | 0.42% | +57+0.6% | Added |
| Mraz, Amerine & Associates, Inc. | 8,963 | $1.49M | 0.26% | +1,279+16.6% | Added |
| Register Financial Advisors LLC | 8,895 | $1.49M | 0.77% | −110−1.2% | Reduced |
| Bowen Hanes & Co Inc | 8,893 | $1.49M | 0.04% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 8,858 | $1.48M | 0.83% | +200+2.3% | Added |
| ADG Wealth Management Group, LLC | 8,851 | $1.48M | 1.40% | −224−2.5% | Reduced |
| Leisure Capital Management | 8,851 | $1.48M | 0.61% | +1,342+17.9% | Added |
| Wolff Financial Management LLC | 8,848 | $1.48M | 0.41% | +30.0% | Added |
| Atlantic Edge Private Wealth Management, LLC | 8,827 | $1.48M | 0.45% | +120+1.4% | Added |
| Creekside Partners | 8,813 | $1.47M | 0.77% | −81−0.9% | Reduced |
| Brookwood Investment Group LLC | 8,788 | $1.47M | 0.25% | +8,788 | New |
| Access Financial Services, Inc. | 8,785 | $1.47M | 0.59% | −813−8.5% | Reduced |
| Citizens & Northern Corp | 8,755 | $1.46M | 0.41% | −65−0.7% | Reduced |
| Needham Investment Management LLC | 8,750 | $1.46M | 0.14% | −250−2.8% | Reduced |
| Baldwin Investment Management, LLC | 8,735 | $1.46M | 0.18% | −96−1.1% | Reduced |
| FRG Family Wealth Advisors LLC | 8,667 | $1.45M | 0.28% | −980−10.2% | Reduced |
| Boston Research & Management Inc | 8,608 | $1.44M | 0.35% | 00.0% | Unchanged |
| Centennial Bank | 8,605 | $1.44M | 0.68% | −874−9.2% | Reduced |
| Wells Trecaso Financial Group, LLC | 8,604 | $1.44M | 0.48% | −23−0.3% | Reduced |
| DB Fitzpatrick & Co, Inc | 8,590 | $1.44M | 1.37% | −937−9.8% | Reduced |
| Timber Creek Capital Management LLC | 8,561 | $1.43M | 0.38% | 00.0% | Unchanged |
| River Street Advisors LLC | 8,531 | $1.43M | 0.71% | +751+9.7% | Added |
| Schear Investment Advisers, LLC | 8,521 | $1.43M | 0.82% | +1,968+30.0% | Added |
| Thrive Wealth Management, LLC | 8,521 | $1.43M | 0.27% | +59+0.7% | Added |
| Atlas Private Wealth Advisors | 8,469 | $1.42M | 0.20% | −3,118−26.9% | Reduced |
| LCM Capital Management Inc | 8,469 | $1.42M | 0.83% | +175+2.1% | Added |
| Prudential PLC | 8,469 | $1.42M | 0.01% | −23,103−73.2% | Reduced |
| Darden Wealth Group Inc | 8,461 | $1.42M | 1.10% | +320+3.9% | Added |
| TBH Global Asset Management, LLC | 8,458 | $1.41M | 0.27% | +308+3.8% | Added |
| Vaughan Nelson Investment Management, L.P. | 8,455 | $1.41M | 0.01% | 00.0% | Unchanged |
| Goldstone Financial Group, LLC | 8,444 | $1.41M | 0.21% | +3,467+69.7% | Added |
| Capital Investment Counsel, Inc | 8,444 | $1.41M | 0.21% | +65+0.8% | Added |
| Investment Partners, Ltd. | 8,424 | $1.41M | 0.58% | +32+0.4% | Added |
| Apeiron RIA LLC | 8,410 | $1.41M | 0.43% | −10−0.1% | Reduced |
| Wilkins Miller Wealth Management, LLC | 8,405 | $1.41M | 1.06% | +63+0.8% | Added |
| Cravens & Co Advisors, LLC | 8,402 | $1.41M | 1.09% | +1,085+14.8% | Added |
| Waterloo Capital, L.P. | 8,396 | $1.40M | 0.13% | +1,522+22.1% | Added |
| Core Wealth Partners LLC | 8,390 | $1.40M | 0.82% | −522−5.9% | Reduced |
| Dumont & Blake Investment Advisors LLC | 8,390 | $1.40M | 0.39% | −424−4.8% | Reduced |
| World Equity Group, Inc. | 8,569 | $1.40M | 0.40% | +260+3.1% | Added |
| Matrix Trust Co | 8,372 | $1.40M | 0.24% | −81−1.0% | Reduced |
| Two Sigma Investments, LP | 8,367 | $1.40M | 0.00% | −26,804−76.2% | Reduced |
| Childress Capital Advisors, LLC | 8,351 | $1.40M | 0.40% | +118+1.4% | Added |
| Cascade Investment Advisors, Inc. | 8,322 | $1.39M | 0.94% | +140+1.7% | Added |
| Texas Capital Bank Wealth Management Services Inc | 8,317 | $1.39M | 0.14% | +2,578+44.9% | Added |
| Mayfair Advisory Group, LLC | 8,316 | $1.39M | 0.80% | −349−4.0% | Reduced |
| Walter & Keenan Financial Consulting Co | 8,310 | $1.39M | 0.42% | +295+3.7% | Added |
| Gibbs Wealth Management | 8,292 | $1.39M | 0.33% | +1,730+26.4% | Added |
| Magnolia Capital Advisors LLC | 8,280 | $1.39M | 0.38% | −57−0.7% | Reduced |
| Arrow Financial Corp | 8,277 | $1.38M | 0.15% | −6,649−44.5% | Reduced |
| Concord Wealth Partners | 8,268 | $1.38M | 0.23% | +478+6.1% | Added |
| Addison Capital Co | 8,266 | $1.38M | 0.54% | +362+4.6% | Added |
| ORG Partners LLC | 8,902 | $1.38M | 0.34% | −1,828−17.0% | Reduced |
| Retirement Planning Co of New England, Inc. | 8,244 | $1.38M | 0.71% | +274+3.4% | Added |
| Aureus Asset Management, LLC | 8,241 | $1.38M | 0.10% | −200−2.4% | Reduced |
| Lederer & Associates Investment Counsel | 8,238 | $1.38M | 1.01% | +170+2.1% | Added |
| Alta Advisers Ltd | 8,229 | $1.38M | 0.59% | +2,600+46.2% | Added |
| Wallace Capital Management Inc. | 8,229 | $1.38M | 0.18% | 00.0% | Unchanged |
| SIH Partners, LLLP | 8,228 | $1.38M | 0.12% | +8,228 | New |
| JGP Wealth Management, LLC | 8,223 | $1.38M | 0.18% | +2,276+38.3% | Added |
| Wulff, Hansen & Co. | 8,216 | $1.37M | 1.25% | +1,000+13.9% | Added |
| FMB Wealth Management | 8,215 | $1.37M | 0.76% | +3,892+90.0% | Added |
| David Loasby | 10,147 | $1.37M | 0.14% | −653−6.0% | Reduced |
| Hollencrest Capital Management | 8,182 | $1.37M | 0.06% | −278−3.3% | Reduced |
| Dividend Assets Capital, LLC | 8,177 | $1.37M | 0.26% | −130−1.6% | Reduced |
| Aspen Wealth Strategies, LLC | 8,177 | $1.37M | 0.90% | −61−0.7% | Reduced |
| Rahlfs Capital, LLC | 8,154 | $1.36M | 1.37% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 8,144 | $1.36M | 0.10% | +157+2.0% | Added |
| Coastwise Capital Group, LLC | 8,141 | $1.36M | 1.15% | +2,072+34.1% | Added |
| WBH Advisory Inc | 8,140 | $1.36M | 0.13% | −413−4.8% | Reduced |
| Catalyst Financial Partners LLC | 8,133 | $1.36M | 0.25% | +375+4.8% | Added |
| Old Point Trust & Financial Services N A | 8,111 | $1.36M | 0.48% | −80−1.0% | Reduced |
| First Commonwealth Financial Corp | 8,088 | $1.35M | 0.32% | +131+1.6% | Added |
| Accretive Wealth Partners, LLC | 9,965 | $1.35M | 0.48% | +1,303+15.0% | Added |
| Canal Capital Management, LLC | 8,063 | $1.35M | 0.23% | +378+4.9% | Added |