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 |
|---|---|---|---|---|---|
| Intech Investment Management LLC | 46,445 | $7.77M | 0.08% | −11,413−19.7% | Reduced |
| Farmers National Bank | 46,367 | $7.76M | 2.19% | +105+0.2% | Added |
| Fort Sheridan Advisors LLC | 46,340 | $7.75M | 1.18% | −2,358−4.8% | Reduced |
| Windle Wealth, LLC | 46,190 | $7.73M | 3.98% | +1,438+3.2% | Added |
| Montgomery Investment Management Inc | 46,183 | $7.73M | 3.07% | +100.0% | Added |
| FLC Capital Advisors | 45,903 | $7.68M | 1.72% | +115+0.3% | Added |
| Terry L. Blaker | 45,773 | $7.66M | 0.31% | −3,249−6.6% | Reduced |
| Montag A & Associates Inc | 45,629 | $7.63M | 0.38% | +182+0.4% | Added |
| XML Financial, LLC | 45,581 | $7.63M | 0.71% | +145+0.3% | Added |
| CCM Investment Group, LLC | 45,838 | $7.61M | 0.80% | +156+0.3% | Added |
| Bearing Point Capital, LLC | 45,296 | $7.58M | 1.61% | +1,906+4.4% | Added |
| Capital Analysts, LLC | 45,230 | $7.57M | 0.28% | +2,456+5.7% | Added |
| Alerus Financial NA | 45,218 | $7.56M | 0.61% | −13,071−22.4% | Reduced |
| Camden National Bank | 44,989 | $7.53M | 1.12% | +111+0.2% | Added |
| Level Four Advisory Services, LLC | 44,978 | $7.52M | 0.31% | −193−0.4% | Reduced |
| Fruth Investment Management | 44,966 | $7.52M | 2.09% | −400−0.9% | Reduced |
| Plato Investment Management Ltd | 44,436 | $7.51M | 0.63% | +1,501+3.5% | Added |
| Barings LLC | 44,794 | $7.49M | 0.19% | −34,874−43.8% | Reduced |
| Principal Securities, Inc. | 51,719 | $7.49M | 0.17% | +89+0.2% | Added |
| GWN Securities Inc. | 50,911 | $7.47M | 0.42% | +9,157+21.9% | Added |
| Buckhead Capital Management LLC | 44,497 | $7.44M | 2.39% | +416+0.9% | Added |
| WoodTrust Financial Corp | 44,301 | $7.41M | 1.04% | +3,445+8.4% | Added |
| GLOBALT Investments LLC | 44,242 | $7.40M | 0.30% | −90−0.2% | Reduced |
| Compass Wealth Management LLC | 44,013 | $7.36M | 1.88% | −658−1.5% | Reduced |
| CWA Asset Management Group, LLC | 43,962 | $7.35M | 0.35% | +46+0.1% | Added |
| American Investment Services, Inc. | 43,783 | $7.32M | 1.29% | +8,151+22.9% | Added |
| Easterly Investment Partners LLC | 43,677 | $7.31M | 0.61% | +3,071+7.6% | Added |
| Asset Planning Services Inc | 43,590 | $7.29M | 3.71% | −275−0.6% | Reduced |
| Campbell Capital Management Inc | 43,556 | $7.29M | 4.25% | −2,728−5.9% | Reduced |
| JPL Wealth Management, LLC | 43,422 | $7.26M | 2.07% | +1,728+4.1% | Added |
| Hourglass Capital, LLC | 43,389 | $7.26M | 1.90% | −150−0.3% | Reduced |
| 1st Source Bank | 43,321 | $7.25M | 0.43% | −289−0.7% | Reduced |
| Amica Mutual Insurance Co | 43,277 | $7.24M | 0.80% | 00.0% | Unchanged |
| Dudley Capital Management, LLC | 43,151 | $7.22M | 3.84% | −769−1.8% | Reduced |
| Financial & Tax Architects, LLC | 43,036 | $7.20M | 1.81% | +1,116+2.7% | Added |
| Cohen Klingenstein LLC | 43,000 | $7.19M | 0.26% | 00.0% | Unchanged |
| Cape Cod Five Cents Savings Bank | 48,721 | $7.18M | 0.66% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 42,892 | $7.17M | 0.02% | +34,058+385.5% | Added |
| Marietta Wealth Management, LLC | 42,886 | $7.17M | 1.05% | +2,080+5.1% | Added |
| Quotient Wealth Partners, LLC | 42,848 | $7.17M | 0.23% | +920+2.2% | Added |
| Iowa State Bank | 42,843 | $7.17M | 1.52% | −1,275−2.9% | Reduced |
| Ronald Blue Trust, Inc. | 42,842 | $7.17M | 0.09% | +2,491+6.2% | Added |
| Avidian Wealth Solutions, LLC | 42,821 | $7.16M | 0.32% | +1,259+3.0% | Added |
| Sage Capital Advisors,llc | 42,421 | $7.10M | 1.86% | +919+2.2% | Added |
| Wahed Invest LLC | 42,296 | $7.08M | 1.22% | −772−1.8% | Reduced |
| Cypress Capital Group | 42,283 | $7.07M | 0.93% | −3,593−7.8% | Reduced |
| Panagora Asset Management Inc | 42,275 | $7.07M | 0.04% | −17,134−28.8% | Reduced |
| Procyon Private Wealth Partners, LLC | 43,153 | $7.07M | 0.43% | +3,654+9.3% | Added |
| Hollow Brook Wealth Management LLC | 42,195 | $7.06M | 2.08% | −1,733−3.9% | Reduced |
| Geneos Wealth Management Inc. | 42,143 | $7.05M | 0.24% | +2,781+7.1% | Added |
| Shell Asset Management Co | 42,113 | $7.04M | 0.33% | −1,651−3.8% | Reduced |
| Jump Financial, LLC | 41,990 | $7.02M | 0.11% | +38,129+987.5% | Added |
| Somerville Kurt F | 41,988 | $7.02M | 1.22% | −894−2.1% | Reduced |
| Means Investment Co., Inc. | 41,885 | $7.01M | 0.74% | −12,880−23.5% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 41,712 | $6.98M | 1.62% | −494−1.2% | Reduced |
| FineMark National Bank & Trust | 41,703 | $6.98M | 0.25% | −214−0.5% | Reduced |
| Change Path, LLC | 41,643 | $6.97M | 0.21% | +1,876+4.7% | Added |
| Fundamentun, LLC | 41,624 | $6.96M | 0.37% | +11,288+37.2% | Added |
| First Manhattan Co | 41,564 | $6.95M | 0.02% | −878−2.1% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 41,430 | $6.93M | 1.32% | +5,816+16.3% | Added |
| Graves-Light Private Wealth Management, Inc. | 41,328 | $6.91M | 0.85% | +100.0% | Added |
| PFG Advisors | 41,302 | $6.91M | 0.39% | +3,764+10.0% | Added |
| White Pine Investment CO | 41,194 | $6.89M | 1.86% | +221+0.5% | Added |
| Anchor Investment Management, LLC | 41,126 | $6.88M | 0.64% | +332+0.8% | Added |
| NorthRock Partners, LLC | 41,086 | $6.87M | 0.23% | +1,127+2.8% | Added |
| Ascent Group, LLC | 41,040 | $6.87M | 0.29% | +9,488+30.1% | Added |
| Brentview Investment Management LLC | 40,876 | $6.84M | 3.64% | +2,043+5.3% | Added |
| McGowan Group Asset Management, Inc. | 40,777 | $6.82M | 0.90% | +464+1.2% | Added |
| Penobscot Investment Management Company, Inc. | 40,751 | $6.82M | 0.64% | −112−0.3% | Reduced |
| InvesTrust | 40,737 | $6.81M | 1.86% | −545−1.3% | Reduced |
| Allen Capital Group, LLC | 40,631 | $6.80M | 0.78% | +11,217+38.1% | Added |
| Independence Bank of Kentucky | 40,591 | $6.79M | 1.06% | −1,780−4.2% | Reduced |
| Financial Advisory Service, Inc. | 40,321 | $6.75M | 0.55% | +1,940+5.1% | Added |
| Wills Financial Group LLC | 40,277 | $6.74M | 2.99% | +40,277 | New |
| Evergreen Capital Management LLC | 40,217 | $6.73M | 0.23% | +1,825+4.8% | Added |
| Ellsworth Advisors, LLC | 40,216 | $6.73M | 1.77% | +2,085+5.5% | Added |
| Colonial Trust Co | 40,194 | $6.72M | 1.04% | −346−0.9% | Reduced |
| BancorpSouth Bank | 40,122 | $6.71M | 0.48% | +162+0.4% | Added |
| Stablepoint Partners, LLC | 40,046 | $6.70M | 1.21% | +208+0.5% | Added |
| Capula Management Ltd | 40,021 | $6.70M | 0.05% | −561,451−93.3% | Reduced |
| Alta Capital Management LLC | 40,013 | $6.69M | 0.43% | +1,341+3.5% | Added |
| United Capital Management of KS, Inc. | 40,006 | $6.69M | 1.38% | +4,505+12.7% | Added |
| NBC Securities, Inc. | 39,932 | $6.68M | 0.57% | +39,895+107,824.3% | Added |
| Diversified Trust Co | 39,791 | $6.66M | 0.16% | +1,123+2.9% | Added |
| Ipswich Investment Management Co., Inc. | 39,782 | $6.66M | 1.65% | −1,625−3.9% | Reduced |
| Physicians Financial Services, Inc. | 39,715 | $6.64M | 2.16% | +1,822+4.8% | Added |
| Silvia McColl Wealth Management, LLC | 39,665 | $6.64M | 5.03% | −137−0.3% | Reduced |
| Quadrant Capital Group LLC | 39,651 | $6.63M | 0.25% | +20,702+109.3% | Added |
| HBK Sorce Advisory LLC | 39,584 | $6.62M | 0.19% | +588+1.5% | Added |
| Thompson Investment Management, Inc. | 39,471 | $6.60M | 0.99% | −1,990−4.8% | Reduced |
| Kinsale Capital Group, Inc. | 39,419 | $6.59M | 1.62% | +1,892+5.0% | Added |
| Perkins Coie Trust Co | 39,404 | $6.59M | 1.49% | −1,038−2.6% | Reduced |
| C2C Wealth Management, LLC | 39,247 | $6.57M | 6.17% | −502−1.3% | Reduced |
| Jacobi Capital Management LLC | 39,130 | $6.55M | 0.48% | +1,680+4.5% | Added |
| Evoke Wealth, LLC | 39,094 | $6.54M | 0.17% | −4,578−10.5% | Reduced |
| First Financial Bank - Trust Division | 39,073 | $6.54M | 0.63% | −4,500−10.3% | Reduced |
| Texas Yale Capital Corp. | 38,878 | $6.50M | 0.27% | +159+0.4% | Added |
| TCG Advisory Services, LLC | 38,862 | $6.50M | 0.26% | +2,370+6.5% | Added |
| Hosking Partners LLP | 38,843 | $6.50M | 0.27% | −363−0.9% | Reduced |
| Sagespring Wealth Partners, LLC | 38,831 | $6.50M | 0.16% | +8,234+26.9% | Added |