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 |
|---|---|---|---|---|---|
| tru Independence LLC | 32,543 | $4.66M | 1.35% | +615+1.9% | Added |
| Altrius Capital Management Inc | 32,156 | $4.60M | 1.08% | +450+1.4% | Added |
| Greatmark Investment Partners, Inc. | 32,129 | $4.60M | 0.58% | +3,130+10.8% | Added |
| Harbor Capital Advisors, Inc. | 32,088 | $4.59M | 0.19% | +31+0.1% | Added |
| Pinkerton Retirement Specialists, LLC | 32,088 | $4.59M | 0.55% | +1,963+6.5% | Added |
| Nations Financial Group Inc, | 31,912 | $4.57M | 0.31% | −297−0.9% | Reduced |
| Ritholtz Wealth Management | 31,876 | $4.56M | 0.10% | +3,449+12.1% | Added |
| Hengehold Capital Management LLC | 31,827 | $4.56M | 0.42% | +298+0.9% | Added |
| Summit Financial Wealth Advisors, LLC | 31,803 | $4.55M | 0.82% | +2,530+8.6% | Added |
| Sargent Investment Group, LLC | 29,719 | $4.54M | 0.61% | +3,209+12.1% | Added |
| RB Capital Management, LLC | 31,654 | $4.53M | 1.03% | +1,862+6.3% | Added |
| Baugh & Associates, LLC | 34,392 | $4.53M | 2.36% | −570−1.6% | Reduced |
| Journey Advisory Group, LLC | 31,415 | $4.50M | 0.35% | −99−0.3% | Reduced |
| Peak Asset Management, LLC | 31,304 | $4.48M | 0.82% | −1,197−3.7% | Reduced |
| Private Management Group Inc | 31,241 | $4.47M | 0.15% | +25,433+437.9% | Added |
| Buckhead Capital Management LLC | 31,239 | $4.47M | 1.73% | −13,258−29.8% | Reduced |
| Flagship Harbor Advisors, LLC | 31,238 | $4.47M | 0.21% | +1,275+4.3% | Added |
| Independent Wealth Network Inc. | 31,221 | $4.47M | 1.63% | +1,336+4.5% | Added |
| Harbour Capital Advisors, LLC | 30,197 | $4.47M | 0.94% | −30−0.1% | Reduced |
| Covington Investment Advisors Inc. | 31,098 | $4.45M | 0.64% | −28,032−47.4% | Reduced |
| First Foundation Advisors | 31,059 | $4.45M | 0.16% | +2,674+9.4% | Added |
| Arlington Financial Advisors, LLC | 31,025 | $4.44M | 0.73% | −351−1.1% | Reduced |
| Jericho Financial, LLP | 30,968 | $4.43M | 2.92% | +424+1.4% | Added |
| Salem Investment Counselors Inc | 30,887 | $4.42M | 0.14% | +102+0.3% | Added |
| Csenge Advisory Group | 32,315 | $4.42M | 0.23% | +4,143+14.7% | Added |
| Modera Wealth Management, LLC | 30,802 | $4.41M | 0.05% | −347−1.1% | Reduced |
| JBR Co Financial Management Inc | 30,774 | $4.41M | 2.18% | +109+0.4% | Added |
| Pegasus Asset Management, Inc. | 30,764 | $4.41M | 1.51% | +864+2.9% | Added |
| Old Mission Investment Co LLC | 30,737 | $4.40M | 1.20% | +681+2.3% | Added |
| MTM Investment Management, LLC | 30,716 | $4.40M | 1.48% | +1,335+4.5% | Added |
| Slagle Financial, LLC | 30,683 | $4.39M | 1.77% | +13,584+79.4% | Added |
| Sterling Investment Advisors, Ltd. | 30,565 | $4.38M | 0.96% | +3,956+14.9% | Added |
| Ameritas Advisory Services, LLC | 30,560 | $4.38M | 0.23% | −6,012−16.4% | Reduced |
| Reik & Co., LLC | 30,530 | $4.37M | 1.09% | +6,497+27.0% | Added |
| Trustmark National Bank Trust Department | 30,485 | $4.37M | 0.30% | −757−2.4% | Reduced |
| Milestones Administradora de Recursos Ltda. | 30,340 | $4.34M | 1.49% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 30,109 | $4.31M | 0.02% | −81,426−73.0% | Reduced |
| Capital City Trust Co | 30,087 | $4.31M | 1.12% | −126−0.4% | Reduced |
| Sepio Capital, LP | 30,047 | $4.30M | 0.31% | +5,154+20.7% | Added |
| YHB Investment Advisors, Inc. | 30,031 | $4.30M | 0.33% | −2,891−8.8% | Reduced |
| Mission Creek Capital Partners, Inc. | 48,869 | $4.29M | 0.95% | −1,845−3.6% | Reduced |
| Formidable Asset Management, LLC | 25,622 | $4.29M | 0.72% | −63−0.2% | Reduced |
| TrueMark Investments, LLC | 29,802 | $4.27M | 0.92% | +2,419+8.8% | Added |
| International Assets Investment Management, LLC | 29,798 | $4.27M | 0.34% | +810+2.8% | Added |
| Nelson Capital Management, LLC | 29,776 | $4.26M | 0.56% | +113+0.4% | Added |
| Naples Global Advisors, LLC | 29,767 | $4.26M | 0.37% | +986+3.4% | Added |
| Knollwood Investment Advisory, LLC | 29,709 | $4.25M | 0.41% | 00.0% | Unchanged |
| G&S Capital LLC | 29,703 | $4.25M | 1.69% | +807+2.8% | Added |
| Titleist Asset Management, LLC | 29,482 | $4.22M | 0.42% | +4,744+19.2% | Added |
| Mattson Financial Services, LLC | 29,431 | $4.21M | 1.14% | +3,073+11.7% | Added |
| RKL Wealth Management LLC | 29,423 | $4.21M | 0.37% | +159+0.5% | Added |
| Bell & Brown Wealth Advisors, LLC | 29,412 | $4.21M | 1.51% | +555+1.9% | Added |
| Quantessence Capital LLC | 29,388 | $4.21M | 1.24% | −8,612−22.7% | Reduced |
| Ridgecrest Wealth Partners, LLC | 29,361 | $4.20M | 2.22% | −4,115−12.3% | Reduced |
| Meeder Advisory Services, Inc. | 29,355 | $4.20M | 0.22% | −4,013−12.0% | Reduced |
| Investors Asset Management of Georgia Inc | 29,342 | $4.20M | 1.94% | +286+1.0% | Added |
| Segment Wealth Management, LLC | 29,224 | $4.18M | 0.27% | −21−0.1% | Reduced |
| Yarbrough Capital, LLC | 29,107 | $4.17M | 0.15% | 00.0% | Unchanged |
| We Are One Seven, LLC | 29,077 | $4.16M | 0.13% | +3,353+13.0% | Added |
| Erste Asset Management GmbH | 28,683 | $4.15M | 0.03% | −7,648−21.1% | Reduced |
| McGinn Investment Management, Inc. | 28,928 | $4.14M | 2.62% | +200+0.7% | Added |
| Baker Avenue Asset Management, LP | 28,917 | $4.14M | 0.12% | −925−3.1% | Reduced |
| Independent Financial Group, LLC | 28,885 | $4.14M | 0.11% | −4,189−12.7% | Reduced |
| Benedict Financial Advisors Inc | 28,839 | $4.13M | 0.94% | +496+1.7% | Added |
| Pekin Hardy Strauss, Inc. | 28,763 | $4.12M | 0.47% | −198−0.7% | Reduced |
| Alerus Financial NA | 28,762 | $4.12M | 0.30% | −16,456−36.4% | Reduced |
| Generali Investments CEE, investicni spolecnost, a.s. | 28,750 | $4.12M | 0.34% | −6,535−18.5% | Reduced |
| Capstone Investment Advisors, LLC | 28,594 | $4.09M | 0.03% | +23,913+510.9% | Added |
| Haverford Financial Services, Inc. | 28,387 | $4.06M | 1.20% | −44−0.2% | Reduced |
| TCI Wealth Advisors, Inc. | 28,354 | $4.06M | 0.28% | −47−0.2% | Reduced |
| Wetherby Asset Management Inc | 28,346 | $4.06M | 0.18% | +28,346 | New |
| Laird Norton Trust Company, LLC | 28,324 | $4.06M | 0.56% | 00.0% | Unchanged |
| Aurdan Capital Management, LLC | 28,296 | $4.05M | 1.38% | −2,045−6.7% | Reduced |
| WealthPLAN Partners, LLC | 28,286 | $4.05M | 0.65% | −8,440−23.0% | Reduced |
| Herold Advisors, Inc. | 28,194 | $4.04M | 0.85% | +2,429+9.4% | Added |
| Lyell Wealth Management, LP | 28,181 | $4.04M | 0.32% | −18,277−39.3% | Reduced |
| Capital Planning Advisors, LLC | 28,170 | $4.03M | 0.59% | −820−2.8% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 28,118 | $4.03M | 0.69% | +1,200+4.5% | Added |
| Choate Investment Advisors | 28,096 | $4.02M | 0.09% | −3,866−12.1% | Reduced |
| Capital Asset Advisory Services LLC | 27,633 | $4.02M | 0.19% | +909+3.4% | Added |
| Journey Strategic Wealth LLC | 28,021 | $4.01M | 0.13% | +5,499+24.4% | Added |
| TruWealth Advisors, LLC | 27,987 | $4.01M | 0.22% | −84,968−75.2% | Reduced |
| Pathway Financial Advisers, LLC | 27,938 | $4.00M | 1.29% | +353+1.3% | Added |
| Ethic Inc. | 27,782 | $3.99M | 0.07% | −147−0.5% | Reduced |
| Accurate Wealth Management, LLC | 25,882 | $3.99M | 0.61% | +1,193+4.8% | Added |
| Aldebaran Capital, LLC | 27,865 | $3.99M | 3.94% | −385−1.4% | Reduced |
| Headinvest, LLC | 27,836 | $3.99M | 0.85% | −5,266−15.9% | Reduced |
| Stenger Family Office, LLC | 25,904 | $3.98M | 1.05% | +25,904 | New |
| Consolidated Investment Group LLC | 27,760 | $3.97M | 0.53% | −20−0.1% | Reduced |
| Mill Capital Management, LLC | 27,736 | $3.97M | 0.31% | 00.0% | Unchanged |
| KLCM Advisors, Inc. | 27,680 | $3.96M | 0.42% | −93−0.3% | Reduced |
| Sittner & Nelson, LLC | 27,639 | $3.96M | 1.59% | −20−0.1% | Reduced |
| Allen Wealth Management, LLC | 27,621 | $3.96M | 2.77% | −204−0.7% | Reduced |
| Mirae Asset Securities (USA) Inc. | 27,571 | $3.95M | 0.17% | +27,571 | New |
| GAMMA Investing LLC | 27,365 | $3.92M | 0.25% | −4,964−15.4% | Reduced |
| NTV Asset Management LLC | 27,282 | $3.91M | 0.47% | −181−0.7% | Reduced |
| Bill Few Associates, Inc. | 27,251 | $3.90M | 1.10% | −422−1.5% | Reduced |
| Harbour Investments, Inc. | 27,250 | $3.90M | 0.10% | +803+3.0% | Added |
| Morton Community Bank | 27,172 | $3.89M | 0.97% | +1,045+4.0% | Added |
| Greenline Partners, LLC | 27,101 | $3.88M | 0.52% | +420+1.6% | Added |