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 |
|---|---|---|---|---|---|
| Quantitative Investment Management, LLC | 60,708 | $10.2M | 0.93% | +60,708 | New |
| AMG National Trust Bank | 60,635 | $10.1M | 0.28% | +263+0.4% | Added |
| Greystone Financial Group, LLC | 60,477 | $10.1M | 1.84% | +4,192+7.4% | Added |
| SPX Equities Gestao de Recursos Ltda | 60,000 | $10.0M | 1.30% | +60,000 | New |
| Scotia Capital Inc. | 59,700 | $9.99M | 0.05% | +4,139+7.4% | Added |
| Stokes Family Office, LLC | 59,524 | $9.96M | 1.12% | +583+1.0% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 59,445 | $9.95M | 0.11% | −29,028−32.8% | Reduced |
| Vinva Investment Management Ltd | 59,865 | $9.94M | 0.41% | −26,612−30.8% | Reduced |
| Tower Bridge Advisors | 59,342 | $9.93M | 1.11% | +63+0.1% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 72,589 | $9.92M | 0.10% | +1,564+2.2% | Added |
| Covington Investment Advisors Inc. | 59,130 | $9.89M | 1.54% | +778+1.3% | Added |
| Foundations Investment Advisors, LLC | 59,106 | $9.89M | 0.18% | −81,976−58.1% | Reduced |
| Avantax Planning Partners, Inc. | 59,090 | $9.89M | 0.35% | +1,280+2.2% | Added |
| Red Door Wealth Management, LLC | 59,080 | $9.88M | 1.46% | +4,822+8.9% | Added |
| Resources Investment Advisors, LLC. | 58,985 | $9.87M | 0.12% | −1,448−2.4% | Reduced |
| Caldwell Trust Co | 58,888 | $9.85M | 1.06% | −979−1.6% | Reduced |
| Spirepoint Private Client, LLC | 58,729 | $9.82M | 1.28% | +6,202+11.8% | Added |
| Interval Partners, LP | 58,044 | $9.71M | 0.34% | +13,117+29.2% | Added |
| Patten & Patten Inc | 57,522 | $9.62M | 0.64% | −890−1.5% | Reduced |
| Buckingham Strategic Partners | 57,048 | $9.54M | 0.15% | +3,416+6.4% | Added |
| Allstate Corp | 57,027 | $9.54M | 0.28% | +5,233+10.1% | Added |
| Mission Wealth Management, LP | 56,946 | $9.53M | 0.24% | +17,472+44.3% | Added |
| Parcion Private Wealth LLC | 56,779 | $9.50M | 0.77% | +3,403+6.4% | Added |
| Canada Post Corp Registered Pension Plan | 56,531 | $9.46M | 4.18% | −11,439−16.8% | Reduced |
| Sky Investment Group LLC | 56,066 | $9.38M | 1.73% | −233−0.4% | Reduced |
| Employees Retirement System of Texas | 56,031 | $9.37M | 0.08% | +41,421+283.5% | Added |
| Grassi Investment Management | 55,996 | $9.37M | 0.87% | 00.0% | Unchanged |
| Sigma Planning Corp | 55,972 | $9.36M | 0.30% | −838−1.5% | Reduced |
| Spinnaker Trust | 55,961 | $9.36M | 0.61% | −965−1.7% | Reduced |
| Guardian Partners Inc. | 68,335 | $9.34M | 0.97% | −521−0.8% | Reduced |
| Foster Victor Wealth Advisors, LLC | 68,678 | $9.31M | 0.75% | +3,077+4.7% | Added |
| Meridian Investment Counsel Inc. | 55,325 | $9.26M | 2.72% | +100.0% | Added |
| Cherokee Insurance Co | 55,299 | $9.25M | 4.09% | 00.0% | Unchanged |
| Valicenti Advisory Services Inc | 55,279 | $9.25M | 2.38% | −490−0.9% | Reduced |
| Leavell Investment Management, Inc. | 55,038 | $9.21M | 0.46% | −50.0% | Reduced |
| Bell Bank | 55,017 | $9.20M | 0.50% | +2,166+4.1% | Added |
| Shorepoint Capital Partners LLC | 54,903 | $9.18M | 2.08% | +1,183+2.2% | Added |
| Resources Management Corp | 54,503 | $9.12M | 1.28% | −191−0.3% | Reduced |
| Hendley & Co Inc | 54,318 | $9.09M | 3.18% | −6,971−11.4% | Reduced |
| Cornerstone Wealth Group, LLC | 54,316 | $9.09M | 0.75% | +5,687+11.7% | Added |
| Ingalls & Snyder LLC | 53,956 | $9.03M | 0.30% | −699−1.3% | Reduced |
| Commonwealth Retirement Investments LLC | 53,928 | $9.02M | 3.67% | +16,320+43.4% | Added |
| HighPoint Advisor Group LLC | 64,689 | $9.01M | 0.52% | +2,609+4.2% | Added |
| Freestone Capital Holdings, LLC | 53,853 | $9.01M | 0.34% | −4,742−8.1% | Reduced |
| Synergy Financial Management, LLC | 53,631 | $8.97M | 1.13% | −264−0.5% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 53,155 | $8.89M | 0.14% | +90+0.2% | Added |
| Gladstone Institutional Advisory LLC | 53,087 | $8.88M | 0.41% | +462+0.9% | Added |
| Inspire Trust Co, N.A. | 53,000 | $8.87M | 2.11% | −1,200−2.2% | Reduced |
| Vista Investment Partners LLC | 52,767 | $8.83M | 2.69% | −115−0.2% | Reduced |
| Lynch & Associates | 52,742 | $8.82M | 1.91% | −936−1.7% | Reduced |
| Reuter James Wealth Management, LLC | 52,522 | $8.79M | 1.53% | −254−0.5% | Reduced |
| Stolper Co | 52,340 | $8.76M | 2.87% | +45+0.1% | Added |
| Citizens National Bank Trust Department | 52,304 | $8.75M | 1.87% | +953+1.9% | Added |
| Ameritas Investment Partners, Inc. | 52,106 | $8.72M | 0.30% | −2,174−4.0% | Reduced |
| TCTC Holdings, LLC | 51,878 | $8.68M | 0.31% | +2,898+5.9% | Added |
| Dupree Financial Group, LLC | 51,762 | $8.66M | 3.52% | +593+1.2% | Added |
| LVM Capital Management Ltd | 51,603 | $8.63M | 0.96% | −9,607−15.7% | Reduced |
| Pine Valley Investments Ltd Liability Co | 51,474 | $8.61M | 0.55% | −3,974−7.2% | Reduced |
| Jamison Private Wealth Management, Inc. | 51,396 | $8.60M | 1.31% | +2,985+6.2% | Added |
| Tritonpoint Wealth, LLC | 51,226 | $8.57M | 0.82% | +1,877+3.8% | Added |
| Thomas Story & Son LLC | 50,941 | $8.52M | 3.32% | +1,141+2.3% | Added |
| Canandaigua National Bank & Trust Co | 50,795 | $8.50M | 0.85% | −515−1.0% | Reduced |
| Pioneer Trust Bank N A | 50,670 | $8.48M | 2.23% | −2,535−4.8% | Reduced |
| Acadian Asset Management LLC | 50,514 | $8.45M | 0.02% | +37,155+278.1% | Added |
| Fulton Bank, N.A. | 50,418 | $8.43M | 0.34% | −2,460−4.7% | Reduced |
| Essex Financial Services, Inc. | 50,333 | $8.42M | 0.61% | +245+0.5% | Added |
| Woodstock Corp | 50,202 | $8.40M | 0.83% | +1,288+2.6% | Added |
| Phoenix Holdings Ltd. | 50,009 | $8.38M | 0.13% | −349−0.7% | Reduced |
| Regal Investment Advisors LLC | 49,974 | $8.36M | 0.68% | −20,349−28.9% | Reduced |
| Banque Cantonale Vaudoise | 49,971 | $8.36M | 0.37% | +49,971 | New |
| StoneX Group Inc. | 49,899 | $8.35M | 0.46% | +226+0.5% | Added |
| CX Institutional | 49,676 | $8.31M | 0.31% | −7,681−13.4% | Reduced |
| Stamos Capital Partners, L.P. | 49,619 | $8.30M | 2.17% | −37,551−43.1% | Reduced |
| Beacon Investment Advisory Services, Inc. | 49,603 | $8.30M | 0.39% | +3,899+8.5% | Added |
| Valeo Financial Advisors, LLC | 49,589 | $8.30M | 0.23% | +5,873+13.4% | Added |
| Eagle Rock Investment Company, LLC | 49,506 | $8.28M | 1.42% | −292−0.6% | Reduced |
| BKD Wealth Advisors, LLC | 49,351 | $8.26M | 0.20% | +2,349+5.0% | Added |
| Morgan Dempsey Capital Management LLC | 48,997 | $8.20M | 3.42% | −4,803−8.9% | Reduced |
| Legacy Private Trust Co. | 48,881 | $8.18M | 0.56% | +609+1.3% | Added |
| James Investment Research Inc | 48,684 | $8.14M | 1.03% | +235+0.5% | Added |
| PFG Investments, LLC | 48,624 | $8.13M | 0.52% | +223+0.5% | Added |
| Old National Bancorp | 48,388 | $8.09M | 0.21% | −7,071−12.7% | Reduced |
| Puzo Michael J | 48,021 | $8.03M | 2.30% | +616+1.3% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 47,915 | $8.02M | 0.90% | −768−1.6% | Reduced |
| Rowland & Co Investment Counsel | 47,906 | $8.01M | 1.69% | −428−0.9% | Reduced |
| Birmingham Capital Management Co Inc | 47,850 | $8.00M | 3.01% | −2,972−5.8% | Reduced |
| Howe & Rusling Inc | 47,748 | $7.99M | 0.67% | +152+0.3% | Added |
| Ibex Wealth Advisors | 47,640 | $7.97M | 1.05% | +1,216+2.6% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 47,618 | $7.97M | 0.57% | −20,487−30.1% | Reduced |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 47,559 | $7.96M | 0.21% | −4,230−8.2% | Reduced |
| Thoroughbred Financial Services, LLC | 47,537 | $7.95M | 0.50% | +3,286+7.4% | Added |
| Hamel Associates, Inc. | 47,286 | $7.91M | 2.69% | −195−0.4% | Reduced |
| Pettyjohn, Wood & White, Inc | 47,205 | $7.90M | 1.51% | −3,000−6.0% | Reduced |
| PKO Investment Management Joint-Stock Co | 46,973 | $7.86M | 0.89% | −5,900−11.2% | Reduced |
| Advanced Asset Management Advisors Inc | 46,715 | $7.81M | 2.15% | 00.0% | Unchanged |
| Community Bank & Trust, Waco, Texas | 46,687 | $7.81M | 1.84% | −299−0.6% | Reduced |
| Schnieders Capital Management LLC | 46,625 | $7.80M | 1.67% | +1,720+3.8% | Added |
| Strategy Asset Managers LLC | 46,544 | $7.79M | 1.61% | +46+0.1% | Added |
| Hamilton Capital Partners Inc. | 46,544 | $7.79M | 0.50% | −3,426−6.9% | Reduced |
| Lyell Wealth Management, LP | 46,458 | $7.77M | 0.73% | −1,295−2.7% | Reduced |