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
- 3,707
- −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
- 1,587 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 |
|---|---|---|---|---|---|
| Total Wealth Planning & Management, Inc. | 8,800 | $1.15M | 1.00% | +1,512+20.7% | Added |
| Covenant Asset Management, LLC | 8,002 | $1.15M | 0.24% | −11−0.1% | Reduced |
| Magnolia Capital Advisors LLC | 8,003 | $1.15M | 0.29% | −277−3.3% | Reduced |
| Family Legacy, Inc. | 8,040 | $1.15M | 0.37% | +81+1.0% | Added |
| Citizens & Northern Corp | 8,041 | $1.15M | 0.31% | −714−8.2% | Reduced |
| Wingate Wealth Advisors, Inc. | 8,054 | $1.15M | 1.03% | +414+5.4% | Added |
| Sovran Advisors, LLC | 7,530 | $1.15M | 0.12% | +521+7.4% | Added |
| Stableford Capital II LLC | 7,453 | $1.15M | 0.43% | +911+13.9% | Added |
| Silver Oak Securities, Inc | 8,060 | $1.15M | 0.10% | −26−0.3% | Reduced |
| Aspen Wealth Strategies, LLC | 8,083 | $1.16M | 0.70% | −94−1.1% | Reduced |
| Ables, Iannone, Moore & Associates, Inc. | 8,087 | $1.16M | 0.72% | +38+0.5% | Added |
| Meriwether Wealth & Planning, LLC | 8,098 | $1.16M | 0.73% | −2,200−21.4% | Reduced |
| Demars Financial Group, LLC | 8,106 | $1.16M | 0.45% | +8,106 | New |
| Fusion Capital, LLC | 8,109 | $1.16M | 0.40% | +635+8.5% | Added |
| Iams Wealth Management, LLC | 8,118 | $1.16M | 0.53% | −3,744−31.6% | Reduced |
| Thrive Wealth Management, LLC | 8,138 | $1.17M | 0.19% | −383−4.5% | Reduced |
| GWN Securities Inc. | 8,121 | $1.17M | 0.22% | −42,790−84.0% | Reduced |
| SevenBridge Financial Group, LLC | 7,552 | $1.17M | 0.21% | −1,226−14.0% | Reduced |
| Rahlfs Capital, LLC | 8,154 | $1.17M | 1.07% | 00.0% | Unchanged |
| Retirement Guys Formula LLC | 8,155 | $1.17M | 0.44% | +970+13.5% | Added |
| Global Assets Advisory, LLC | 8,029 | $1.17M | 0.46% | −8,144−50.4% | Reduced |
| Pines Wealth Management, LLC | 7,884 | $1.17M | 0.41% | +76+1.0% | Added |
| Coppell Advisory Solutions LLC | 8,143 | $1.17M | 0.14% | −4,500−35.6% | Reduced |
| Cascade Investment Advisors, Inc. | 8,177 | $1.17M | 0.75% | −145−1.7% | Reduced |
| Catalyst Financial Partners LLC | 8,182 | $1.17M | 0.13% | +49+0.6% | Added |
| Orrstown Financial Services Inc | 8,195 | $1.17M | 0.25% | +314+4.0% | Added |
| Mattern Capital Management, LLC | 8,196 | $1.17M | 0.14% | +1,536+23.1% | Added |
| Atlantic Edge Private Wealth Management, LLC | 8,202 | $1.17M | 0.32% | −625−7.1% | Reduced |
| Alta Advisers Ltd | 8,229 | $1.18M | 0.42% | 00.0% | Unchanged |
| Wulff, Hansen & Co. | 8,235 | $1.18M | 1.01% | +19+0.2% | Added |
| Mayfair Advisory Group, LLC | 7,608 | $1.18M | 0.56% | −708−8.5% | Reduced |
| Lederer & Associates Investment Counsel | 8,243 | $1.18M | 0.78% | +5+0.1% | Added |
| Eqis Capital Management, Inc. | 8,245 | $1.18M | 0.09% | +957+13.1% | Added |
| Needham Investment Management LLC | 8,250 | $1.18M | 0.09% | −500−5.7% | Reduced |
| Arlington Trust Co LLC | 8,294 | $1.19M | 0.23% | −1,060−11.3% | Reduced |
| Paladin Wealth, LLC | 8,294 | $1.19M | 0.92% | +689+9.1% | Added |
| First Commonwealth Financial Corp | 8,304 | $1.19M | 0.26% | +216+2.7% | Added |
| Wilkins Miller Wealth Management, LLC | 8,338 | $1.19M | 0.81% | −67−0.8% | Reduced |
| Exchange Traded Concepts, LLC | 8,343 | $1.19M | 0.02% | −167,470−95.3% | Reduced |
| GoalVest Advisory LLC | 8,350 | $1.20M | 0.30% | +528+6.8% | Added |
| Arvest Investments, Inc. | 8,366 | $1.20M | 0.18% | −3,751−31.0% | Reduced |
| Heartwood Wealth Advisors LLC | 8,378 | $1.20M | 0.13% | +1,605+23.7% | Added |
| GAM Holding AG | 8,385 | $1.20M | 0.08% | −2,808−25.1% | Reduced |
| Shelton Wealth Management, LLC | 8,389 | $1.20M | 0.61% | +8,389 | New |
| TCM Advisors, LLC | – | $1.20M | 1.00% | – | – |
| Garda Capital Partners LP | 8,408 | $1.20M | 0.34% | +8,408 | New |
| Canal Capital Management, LLC | 8,409 | $1.20M | 0.19% | +346+4.3% | Added |
| Dumont & Blake Investment Advisors LLC | 8,414 | $1.20M | 0.31% | +24+0.3% | Added |
| FMB Wealth Management | 8,423 | $1.21M | 0.57% | +208+2.5% | Added |
| Vaughan Nelson Investment Management, L.P. | 8,455 | $1.21M | 0.01% | 00.0% | Unchanged |
| Channing Capital Management, LLC | 8,461 | $1.21M | 0.03% | −2,267−21.1% | Reduced |
| World Equity Group, Inc. | 8,475 | $1.21M | 0.33% | −94−1.1% | Reduced |
| LCM Capital Management Inc | 8,502 | $1.22M | 0.63% | +33+0.4% | Added |
| Coastwise Capital Group, LLC | 8,509 | $1.22M | 0.97% | +368+4.5% | Added |
| Fox Run Management, L.L.C. | 8,519 | $1.22M | 0.20% | +8,519 | New |
| Boston Research & Management Inc | 8,520 | $1.22M | 0.29% | −88−1.0% | Reduced |
| Bedel Financial Consulting, Inc. | 8,520 | $1.22M | 0.17% | +40.0% | Added |
| CVA Family Office, LLC | 8,523 | $1.22M | 0.17% | −973−10.2% | Reduced |
| Elyxium Wealth, LLC | 8,541 | $1.22M | 0.46% | −728−7.9% | Reduced |
| BXM Wealth LLC | 8,570 | $1.23M | 1.46% | −2,151−20.1% | Reduced |
| Retirement Planning Co of New England, Inc. | 8,595 | $1.23M | 0.55% | +351+4.3% | Added |
| Weik Capital Management | 8,600 | $1.23M | 0.49% | −5,305−38.2% | Reduced |
| Baldwin Investment Management, LLC | 8,610 | $1.23M | 0.15% | −125−1.4% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 8,613 | $1.23M | 0.01% | −4,160−32.6% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 8,640 | $1.24M | 0.12% | +323+3.9% | Added |
| Apeiron RIA LLC | 8,641 | $1.24M | 0.32% | +231+2.7% | Added |
| Marino, Stram & Associates LLC | 8,662 | $1.24M | 0.25% | +4,970+134.6% | Added |
| FRG Family Wealth Advisors LLC | 8,667 | $1.24M | 0.22% | 00.0% | Unchanged |
| Bridgewater Advisors Inc. | 8,011 | $1.24M | 0.09% | +926+13.1% | Added |
| Centennial Bank | 8,694 | $1.24M | 0.52% | +89+1.0% | Added |
| VPR Management LLC | 8,700 | $1.25M | 0.58% | +5,000+135.1% | Added |
| DB Fitzpatrick & Co, Inc | 8,718 | $1.25M | 1.11% | +128+1.5% | Added |
| Legacy Financial Advisors, Inc. | 8,731 | $1.25M | 0.20% | −5,352−38.0% | Reduced |
| Shulman DeMeo Asset Management LLC | 8,733 | $1.25M | 0.31% | −204−2.3% | Reduced |
| TigerOak Management, L.L.C. | 8,738 | $1.25M | 0.43% | −219−2.4% | Reduced |
| S.A. Mason LLC | 8,747 | $1.25M | 0.61% | −538−5.8% | Reduced |
| Somerset Group LLC | 8,758 | $1.25M | 1.06% | −6,755−43.5% | Reduced |
| BCJ Capital Management, LLC | 8,764 | $1.25M | 0.08% | −534−5.7% | Reduced |
| Ridgewood Investments LLC | 8,771 | $1.26M | 0.54% | +4,709+115.9% | Added |
| PSI Advisors, LLC | 8,775 | $1.26M | 0.62% | −610−6.5% | Reduced |
| Milestone Asset Management, LLC | 8,800 | $1.26M | 0.27% | −4,784−35.2% | Reduced |
| Foguth Wealth Management, LLC. | 8,801 | $1.26M | 0.27% | +8,801 | New |
| Hickory Point Bank & Trust | 8,807 | $1.26M | 1.02% | +945+12.0% | Added |
| Creekside Partners | 8,813 | $1.26M | 0.60% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 8,835 | $1.27M | 0.16% | −686−7.2% | Reduced |
| Chiron Capital Management, LLC | 8,849 | $1.27M | 1.10% | +8,849 | New |
| ADG Wealth Management Group, LLC | 8,851 | $1.27M | 1.08% | 00.0% | Unchanged |
| Legacy Bridge, LLC | 8,858 | $1.27M | 0.60% | 00.0% | Unchanged |
| BOS Asset Management, LLC | 8,862 | $1.27M | 0.40% | −242−2.7% | Reduced |
| ORG Partners LLC | 9,171 | $1.27M | 0.27% | +269+3.0% | Added |
| River Street Advisors LLC | 8,877 | $1.27M | 0.55% | +346+4.1% | Added |
| Leisure Capital Management | 8,892 | $1.27M | 0.48% | +41+0.5% | Added |
| Core Wealth Partners LLC | 8,894 | $1.27M | 0.65% | +504+6.0% | Added |
| Scott Marsh Financial, LLC | 8,902 | $1.27M | 0.47% | +8,902 | New |
| Cravens & Co Advisors, LLC | 8,930 | $1.28M | 0.95% | +528+6.3% | Added |
| Schear Investment Advisers, LLC | 8,960 | $1.28M | 0.64% | +439+5.2% | Added |
| Access Financial Services, Inc. | 8,985 | $1.29M | 0.49% | +200+2.3% | Added |
| Univest Financial Corp | 8,995 | $1.29M | 0.08% | −8,161−47.6% | Reduced |
| RBA Wealth Management, LLC | 9,005 | $1.29M | 0.48% | −688−7.1% | Reduced |
| Beacon Financial Advisory LLC | 9,032 | $1.29M | 0.33% | +7,689+572.5% | Added |