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 |
|---|---|---|---|---|---|
| Dale Q Rice Investment Management Ltd | 2,052 | $307.6K | 0.26% | −2,052−50.0% | Reduced |
| Shira Ridge Wealth Management | 2,150 | $307.9K | 0.14% | +789+58.0% | Added |
| Reyes Financial Architecture, Inc. | 2,155 | $308.6K | 0.27% | 00.0% | Unchanged |
| Diker Management LLC | 2,156 | $308.7K | 0.29% | 00.0% | Unchanged |
| Compass Capital Corp | 2,012 | $309.3K | 0.15% | −250−11.1% | Reduced |
| FWL Investment Management, LLC | 2,160 | $309.3K | 0.09% | +2,160 | New |
| Grey Fox Wealth Advisors, LLC | 2,162 | $309.5K | 0.07% | −262−10.8% | Reduced |
| Cairn Investment Group, Inc. | 2,165 | $310.0K | 0.16% | −1,120−34.1% | Reduced |
| Vestia Personal Wealth Advisors | 2,166 | $310.1K | 0.21% | +2+0.1% | Added |
| Sterling Investment Counsel, LLC | 2,181 | $312.3K | 0.18% | −1,573−41.9% | Reduced |
| Matisse Capital | 2,184 | $312.7K | 0.15% | +4+0.2% | Added |
| Avaii Wealth Management, LLC | 2,185 | $312.9K | 0.14% | +2,185 | New |
| Acorn Creek Capital LLC | 2,186 | $313.1K | 0.13% | −412−15.9% | Reduced |
| Summit Wealth Group, LLC | 2,196 | $314.0K | 0.08% | −70−3.1% | Reduced |
| RIA Advisory Group LLC | 2,194 | $314.1K | 0.09% | −381−14.8% | Reduced |
| Legacy Edge Advisors, LLC | 2,197 | $314.6K | 0.04% | +108+5.2% | Added |
| Mason & Associates Inc | 2,202 | $315.3K | 0.07% | −61−2.7% | Reduced |
| Wooster Corthell Wealth Management, Inc. | 2,202 | $315.3K | 0.06% | 00.0% | Unchanged |
| Bowman & Co S.C. | 2,203 | $315.4K | 0.14% | −77−3.4% | Reduced |
| Well Done, LLC | 2,205 | $315.7K | 0.06% | +589+36.4% | Added |
| Puff Wealth Management, LLC | 2,214 | $317.0K | 0.52% | −171−7.2% | Reduced |
| US Asset Management LLC | 2,216 | $317.3K | 0.28% | −8−0.4% | Reduced |
| Custom Index Systems, LLC | 2,216 | $317.3K | 0.15% | +52+2.4% | Added |
| McLean Asset Management Corp | 2,145 | $317.4K | 0.08% | −79−3.6% | Reduced |
| Kuhn & Co Investment Counsel | 2,218 | $317.6K | 0.24% | 00.0% | Unchanged |
| Compass Wealth Management, LLC | 2,220 | $317.9K | 0.17% | +2,220 | New |
| Wharton Business Group, LLC | 2,219 | $318.0K | 0.01% | 00.0% | Unchanged |
| Maridea Wealth Management LLC | 2,221 | $318.1K | 0.08% | +46+2.1% | Added |
| Medallion Wealth Advisors, LLC | 2,194 | $318.4K | 0.12% | −110−4.8% | Reduced |
| BankPlus Trust Department | 2,224 | $318.5K | 0.09% | −148−6.2% | Reduced |
| Sterling Wealth Management, Inc. | 2,226 | $318.7K | 0.11% | +2,226 | New |
| White Knight Strategic Wealth Advisors, LLC | 2,230 | $319.3K | 0.27% | +65+3.0% | Added |
| Richardson Financial Services Inc. | 2,200 | $320.1K | 0.22% | −115−5.0% | Reduced |
| Financial Advisors, LLC | 2,241 | $320.9K | 0.06% | +10.0% | Added |
| N.E.W. Advisory Services LLC | 2,242 | $321.0K | 0.03% | −154−6.4% | Reduced |
| Essex LLC | 2,243 | $321.1K | 0.06% | +3+0.1% | Added |
| Planning Alternatives Ltd | 2,251 | $322.3K | 0.04% | −797−26.1% | Reduced |
| Brucke Financial, Inc. | 2,256 | $323.0K | 0.22% | −25−1.1% | Reduced |
| Compass Financial Group, INC | 2,257 | $323.2K | 0.05% | +12+0.5% | Added |
| Retirement Planning Group, LLC | 2,259 | $323.5K | 0.28% | +416+22.6% | Added |
| Nautilus Advisors LLC | 2,261 | $323.8K | 0.24% | −205−8.3% | Reduced |
| Inspire Advisors, LLC | 2,261 | $323.8K | 0.03% | +148+7.0% | Added |
| Sequent Asset Management, LLC | 2,268 | $324.8K | 0.26% | 00.0% | Unchanged |
| Solstein Capital, LLC | 2,271 | $325.2K | 0.17% | +70+3.2% | Added |
| Willner & Heller, LLC | 2,272 | $325.4K | 0.27% | +105+4.8% | Added |
| LeConte Wealth Management, LLC | 2,275 | $325.8K | 0.22% | +526+30.1% | Added |
| B.O.S.S. Retirement Advisors, LLC | 2,276 | $325.9K | 0.08% | −478−17.4% | Reduced |
| Gentry Private Wealth, LLC | 2,285 | $327.2K | 0.25% | +95+4.3% | Added |
| BlackDiamond Wealth Management Inc. | 2,250 | $327.5K | 0.19% | +640+39.8% | Added |
| Tradewinds Capital Management, LLC | 2,290 | $328.0K | 0.08% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 2,291 | $328.0K | 0.02% | −301−11.6% | Reduced |
| Capital CS Group, LLC | 2,293 | $328.3K | 0.54% | +2,293 | New |
| CMG Global Holdings, LLC | 2,102 | $328.5K | 0.17% | −163−7.2% | Reduced |
| Cambridge Financial Group, LLC | 2,299 | $329.2K | 0.12% | −1,159−33.5% | Reduced |
| OMNI 360 Wealth, Inc. | 2,299 | $329.2K | 0.20% | −10.0% | Reduced |
| Capital Market Strategies LLC | 2,302 | $329.6K | 0.23% | −87−3.6% | Reduced |
| Vivaldi Capital Management, LLC | 2,311 | $330.9K | 0.05% | −183−7.3% | Reduced |
| Severin Investments, LLC | 2,313 | $331.2K | 0.31% | +61+2.7% | Added |
| Instrumental Wealth, LLC | 2,200 | $331.6K | 0.26% | −164−6.9% | Reduced |
| Astoria Portfolio Advisors LLC. | 2,131 | $332.1K | 0.09% | +151+7.6% | Added |
| First National Bank of Hutchinson | 2,321 | $332.3K | 0.21% | +160+7.4% | Added |
| Oxford Asset Management LLP | 2,329 | $333.5K | 0.11% | +2,329 | New |
| Fortress Wealth Group, LLC | 2,209 | $333.7K | 0.16% | −1,537−41.0% | Reduced |
| Hopwood Financial Services, Inc. | 2,333 | $334.1K | 0.26% | −25−1.1% | Reduced |
| Shayne & Co., LLC | 2,334 | $334.2K | 0.11% | +20+0.9% | Added |
| Rede Wealth, LLC | 2,335 | $334.4K | 0.12% | +10.0% | Added |
| Elser Financial Planning, Inc | 2,337 | $334.7K | 0.42% | −131−5.3% | Reduced |
| Gilman Hill Asset Management, LLC | 2,338 | $334.8K | 0.05% | +174+8.0% | Added |
| Strategic Investment Solutions, Inc. | 2,343 | $335.5K | 0.10% | −1,235−34.5% | Reduced |
| North Point Portfolio Managers Corp | 2,343 | $335.5K | 0.06% | 00.0% | Unchanged |
| Guidance Capital, Inc | 2,216 | $335.5K | 0.10% | −319−12.6% | Reduced |
| Balanced Wealth Group LLC | 2,216 | $336.0K | 0.15% | −610−21.6% | Reduced |
| Royal Capital Wealth Management, LLC | 2,347 | $336.0K | 0.22% | +14+0.6% | Added |
| Aua Capital Management, LLC | 2,351 | $336.6K | 0.20% | +2,351 | New |
| Fearless Solutions, LLC dba Best Invest | 2,354 | $337.1K | 0.24% | +26+1.1% | Added |
| Crown Wealth Group, LLC | 2,354 | $337.1K | 0.13% | +52+2.3% | Added |
| Garde Capital, Inc. | 2,355 | $337.2K | 0.02% | +72+3.2% | Added |
| CoreCommodity Management, LLC | 2,358 | $337.6K | 0.06% | −86−3.5% | Reduced |
| Aventura Private Wealth, LLC | 2,359 | $337.8K | 0.15% | −63−2.6% | Reduced |
| Warther Private Wealth, LLC | 2,365 | $338.6K | 0.09% | −370−13.5% | Reduced |
| iA Global Asset Management Inc. | 2,370 | $339.0K | 0.01% | −1,840−43.7% | Reduced |
| Accelerate Investment Advisors LLC | 2,368 | $339.1K | 0.25% | −465−16.4% | Reduced |
| Provenance Wealth Advisors, LLC | 2,370 | $339.4K | 0.05% | −2,320−49.5% | Reduced |
| BetterWealth, LLC | 2,371 | $339.5K | 0.09% | −58−2.4% | Reduced |
| Morris Retirement Advisors, LLC | 2,373 | $339.8K | 0.16% | −472−16.6% | Reduced |
| Sequent Planning LLC | 2,373 | $339.9K | 0.11% | +238+11.1% | Added |
| Flynn Zito Capital Management, LLC | 2,383 | $341.2K | 0.14% | −220−8.5% | Reduced |
| MV Capital Management, Inc. | 2,384 | $341.4K | 0.04% | −103−4.1% | Reduced |
| Pennington Partners & Co., LLC | 2,386 | $341.7K | 0.18% | −30−1.2% | Reduced |
| Rainier Family Wealth Inc | 2,387 | $341.8K | 0.34% | +194+8.8% | Added |
| Beutel, Goodman & Co Ltd. | 2,390 | $342.0K | 0.00% | −3,337−58.3% | Reduced |
| Beddow Capital Management Inc | 2,385 | $342.0K | 0.14% | +210+9.7% | Added |
| DLK Investment Management, LLC | 2,392 | $342.5K | 0.13% | +10.0% | Added |
| Colonial River Wealth Management, LLC | 2,224 | $342.8K | 0.15% | −379−14.6% | Reduced |
| Valley National Advisers Inc | 2,398 | $343.0K | 0.06% | −2−0.1% | Reduced |
| Isthmus Partners, LLC | 2,399 | $343.5K | 0.04% | +87+3.8% | Added |
| Red Mountain Financial, LLC | 2,400 | $343.6K | 0.38% | −146−5.7% | Reduced |
| Alliance Wealth Management Group | 2,400 | $343.7K | 0.09% | 00.0% | Unchanged |
| Towercrest Capital Management | 2,400 | $343.7K | 0.06% | 00.0% | Unchanged |
| Trust Co of the South | 2,403 | $344.1K | 0.06% | +137+6.0% | Added |