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, Q2 2025
Institutional positions in Chevron Corp as of Jun 30, 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
- 3,708
- −66 vs. Q1 2025
- Shares held
- 1.32B
- −10.3M (−0.8%) vs. Q1 2025
- Total value
- $189.0B
- −$33.4B (−15.0%) vs. Q1 2025
- New holders
- 163
- 1,611 more added
- Sold out
- 229
- 1,588 more reduced
52 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Chevron Corp; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First Western Trust Bank | 4,432 | $634.6K | 0.03% | −294−6.2% | Reduced |
| Fortitude Advisory Group L.L.C. | 4,432 | $634.7K | 0.36% | −61−1.4% | Reduced |
| Greenwood Gearhart Inc | 4,438 | $635.5K | 0.04% | −10−0.2% | Reduced |
| Ambassador Advisors, LLC | 4,443 | $636.1K | 0.10% | −477−9.7% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 4,447 | $636.8K | 0.23% | +27+0.6% | Added |
| Defined Wealth Management, LLC | 4,449 | $637.0K | 0.39% | −41−0.9% | Reduced |
| Quent Capital, LLC | 4,454 | $637.8K | 0.06% | −207−4.4% | Reduced |
| St. Louis Trust Co | 4,459 | $638.5K | 0.09% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 4,459 | $638.6K | 0.22% | +147+3.4% | Added |
| Juncture Wealth Strategies, LLC | 4,466 | $639.5K | 0.23% | +343+8.3% | Added |
| Houlihan Financial Resource Group, Ltd. | 4,324 | $640.0K | 0.27% | +15+0.3% | Added |
| Balboa Wealth Partners | 4,471 | $640.3K | 0.13% | +916+25.8% | Added |
| LM Advisors LLC | 4,479 | $641.0K | 0.08% | −28−0.6% | Reduced |
| Hummer Financial Advisory Services Inc | 4,483 | $641.9K | 0.48% | 00.0% | Unchanged |
| First International Bank & Trust | 4,500 | $644.4K | 0.22% | +166+3.8% | Added |
| Trifecta Capital Advisors, LLC | 4,504 | $644.9K | 0.11% | +813+22.0% | Added |
| GW Henssler & Associates Ltd | 4,511 | $646.0K | 0.03% | −81−1.8% | Reduced |
| Genesee Capital Advisors, LLC | 4,513 | $646.2K | 0.29% | −46−1.0% | Reduced |
| Cornerstone Capital, Inc. | 4,521 | $647.4K | 0.07% | +470+11.6% | Added |
| Arcadia Investment Management Corp | 4,528 | $648.4K | 0.10% | −676−13.0% | Reduced |
| Onefund, LLC | 4,538 | $650.0K | 0.47% | −57−1.2% | Reduced |
| TFR Capital, LLC. | 4,540 | $650.1K | 0.24% | −93−2.0% | Reduced |
| Horan Securities, Inc. | 4,544 | $650.7K | 0.23% | +370+8.9% | Added |
| Corundum Group, Inc. | 4,556 | $652.4K | 0.29% | +202+4.6% | Added |
| BSW Wealth Partners | 4,557 | $652.5K | 0.09% | −57−1.2% | Reduced |
| Commonwealth Financial Services, LLC | 4,559 | $652.9K | 0.13% | +135+3.1% | Added |
| Acorns Advisers, LLC | 4,557 | $653.0K | 0.01% | +1,315+40.6% | Added |
| Sloy Dahl & Holst, LLC | 4,562 | $653.2K | 0.09% | −40−0.9% | Reduced |
| First Heartland Consultants, Inc. | 4,571 | $654.5K | 0.06% | +574+14.4% | Added |
| Atlas Legacy Advisors, LLC | 4,571 | $654.5K | 0.14% | +222+5.1% | Added |
| Elevatus Welath Management | 4,573 | $654.8K | 0.22% | −92−2.0% | Reduced |
| Deseret Mutual Benefit Administrators | 4,576 | $655.2K | 0.31% | 00.0% | Unchanged |
| Strategic Financial Concepts, LLC | 4,579 | $655.7K | 0.09% | −2,009−30.5% | Reduced |
| Tower Trust & Investment Co | 4,595 | $657.9K | 0.47% | −5−0.1% | Reduced |
| Ruggaard & Associates LLC | 4,601 | $658.8K | 0.26% | +175+4.0% | Added |
| Vista Capital Partners, Inc. | 4,606 | $659.6K | 0.07% | −1,332−22.4% | Reduced |
| PFC Capital Group, Inc. | 4,613 | $660.0K | 0.31% | −1,878−28.9% | Reduced |
| General Partner, Inc. | 4,610 | $660.1K | 0.39% | 00.0% | Unchanged |
| Convergence Financial, LLC | 4,611 | $660.3K | 0.11% | −10.0% | Reduced |
| Claris Financial LLC | 4,619 | $661.5K | 0.50% | +1,035+28.9% | Added |
| Paragon Capital Management Ltd | 4,623 | $662.0K | 0.12% | +8+0.2% | Added |
| Evermay Wealth Management LLC | 4,625 | $662.3K | 0.08% | +176+4.0% | Added |
| Meritage Portfolio Management | 4,627 | $662.5K | 0.04% | −242−5.0% | Reduced |
| Sunpointe, LLC | 4,632 | $663.3K | 0.26% | +1,150+33.0% | Added |
| Blue Capital, Inc. | 4,641 | $664.5K | 0.47% | +4,641 | New |
| LifeWealth Investments, LLC | 4,643 | $664.8K | 0.11% | +2,454+112.1% | Added |
| Gemmer Asset Management LLC | 4,643 | $664.9K | 0.06% | +115+2.5% | Added |
| Quest Investment Management LLC | 4,649 | $665.7K | 0.07% | +4,649 | New |
| GPS Wealth Strategies Group, LLC | 4,661 | $667.4K | 0.08% | −148−3.1% | Reduced |
| ProVise Management Group, LLC | 4,663 | $667.7K | 0.05% | −75−1.6% | Reduced |
| Providence First Trust Co | 4,681 | $670.3K | 0.24% | +15+0.3% | Added |
| Eldridge Investment Advisors, Inc. | 4,683 | $670.6K | 0.14% | −28−0.6% | Reduced |
| Advyzon Investment Management, LLC | 4,688 | $671.2K | 0.15% | +1,003+27.2% | Added |
| Cromwell Holdings LLC | 4,693 | $672.0K | 0.41% | +10.0% | Added |
| Fiduciary Financial Group, LLC | 4,620 | $672.6K | 0.12% | +366+8.6% | Added |
| Malaga Cove Capital, LLC | 4,700 | $673.0K | 0.26% | +9+0.2% | Added |
| Act Wealth Management, LLC | 4,711 | $674.6K | 0.28% | −86−1.8% | Reduced |
| Evernest Financial Advisors, LLC | 4,716 | $675.3K | 0.22% | −111−2.3% | Reduced |
| Capstone Wealth Management Group, LLC | 4,722 | $676.2K | 0.65% | −123−2.5% | Reduced |
| LifeSteps Financial, Inc. | 4,726 | $676.7K | 0.46% | −114−2.4% | Reduced |
| Fiduciary Family Office, LLC | 4,740 | $678.7K | 0.22% | +1,133+31.4% | Added |
| Monument Capital Management | 4,742 | $679.0K | 0.18% | −761−13.8% | Reduced |
| Relyea Zuckerberg Hanson LLC | 4,748 | $679.9K | 0.08% | −944−16.6% | Reduced |
| Baker Tilly Wealth Management, LLC | 4,750 | $680.1K | 0.24% | −567−10.7% | Reduced |
| Rydar Equities, Inc. | 4,752 | $680.4K | 0.54% | +4,752 | New |
| Select Asset Management & Trust | 4,771 | $683.0K | 0.23% | +140+3.0% | Added |
| American Assets Inc | 5,000 | $683.5K | 0.24% | 00.0% | Unchanged |
| Clarity Financial LLC | 4,775 | $683.7K | 0.07% | +550+13.0% | Added |
| Purus Wealth Management, LLC | 4,787 | $685.4K | 0.24% | +953+24.9% | Added |
| Tempus Wealth Planning, LLC | 4,792 | $686.1K | 0.17% | −254−5.0% | Reduced |
| Walleye Capital LLC | 4,794 | $686.5K | 0.01% | +3,110+184.7% | Added |
| James Hambro & Partners | 4,800 | $687.0K | 0.03% | 00.0% | Unchanged |
| MUFG Securities EMEA plc | 4,799 | $687.2K | 0.03% | +4,799 | New |
| Cottonwood Capital Advisors, LLC | 4,800 | $687.3K | 0.46% | +11+0.2% | Added |
| Atwood & Palmer Inc | 4,803 | $687.7K | 0.04% | −100−2.0% | Reduced |
| Summit Asset Management, LLC | 4,804 | $687.9K | 0.11% | +300+6.7% | Added |
| Chung Wu Investment Group, LLC | 4,820 | $690.2K | 0.72% | +1,920+66.2% | Added |
| Ballast Advisors LLC | 4,827 | $691.2K | 0.20% | −1,548−24.3% | Reduced |
| HTG Investment Advisors, Inc. | 4,842 | $693.3K | 0.26% | +11+0.2% | Added |
| Three Seasons Wealth, LLC | 4,845 | $693.8K | 0.08% | +221+4.8% | Added |
| Birch Financial Group, LLC | 4,847 | $694.1K | 0.56% | +97+2.0% | Added |
| Shepherd Financial Partners LLC | 4,857 | $695.5K | 0.07% | +93+2.0% | Added |
| Thoma Capital Management LLC | 4,857 | $695.6K | 0.44% | +128+2.7% | Added |
| Chancellor Financial Group WB LP | 4,870 | $697.4K | 0.54% | +613+14.4% | Added |
| First National Bank Sioux Falls | 4,874 | $697.9K | 0.26% | +38+0.8% | Added |
| Cambridge Advisors Inc. | 4,880 | $698.8K | 0.15% | −689−12.4% | Reduced |
| WealthShield Partners, LLC | 4,881 | $698.9K | 0.08% | +326+7.2% | Added |
| MBA Advisors LLC | 4,900 | $701.6K | 0.32% | −91−1.8% | Reduced |
| United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund | 4,900 | $701.6K | 0.03% | +3,500+250.0% | Added |
| Collective Family Office LLC | 4,926 | $705.4K | 0.18% | +698+16.5% | Added |
| Hardin Capital Partners, LLC | 4,872 | $709.2K | 0.42% | +13+0.3% | Added |
| Nova R Wealth, Inc. | 4,961 | $710.3K | 0.33% | +455+10.1% | Added |
| Rexford Capital Inc | 4,993 | $714.9K | 0.59% | +4,993 | New |
| Opus Investment Management Inc | 5,000 | $716.0K | 0.48% | 00.0% | Unchanged |
| Ballew Advisors, Inc | 4,826 | $716.1K | 0.43% | +16+0.3% | Added |
| Tanglewood Legacy Advisors, LLC | 5,009 | $717.3K | 0.29% | +21+0.4% | Added |
| Seelaus Asset Management LLC | 5,010 | $717.4K | 0.63% | +10+0.2% | Added |
| Stephenson National Bank & Trust | 5,015 | $718.1K | 0.23% | −51−1.0% | Reduced |
| Aviso Financial Inc. | 5,020 | $718.8K | 0.03% | −230−4.4% | Reduced |
| Plante Moran Financial Advisors, LLC | 5,025 | $719.5K | 0.05% | +586+13.2% | Added |