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, Q3 2025
Institutional positions in Chevron Corp as of Sep 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
- 3,802
- +163 vs. Q2 2025
- Shares held
- 1.45B
- +151.9M (+11.7%) vs. Q2 2025
- Total value
- $225.3B
- +$39.4B (+21.2%) vs. Q2 2025
- New holders
- 279
- 1,984 more added
- Sold out
- 116
- 1,166 more reduced
68 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | 4,311 | $298.0B |
| Q4 2025 | 3,993 | $223.3B |
| Q3 2025 | 3,802 | $225.3B |
| Q2 2025 | 3,707 | $189.0B |
| Q1 2025 | 3,825 | $222.9B |
| Q4 2024 | 3,764 | $194.0B |
| Q3 2024 | 3,487 | $198.0B |
| Q2 2024 | 3,510 | $214.0B |
| Q1 2024 | 3,522 | $212.7B |
| Q4 2023 | 3,477 | $200.3B |
| Q3 2023 | 3,338 | $222.6B |
| Q2 2023 | 3,285 | $205.0B |
| Q1 2023 | 3,272 | $217.1B |
| Q4 2022 | 3,288 | $243.6B |
| Q3 2022 | 3,056 | $195.7B |
| Q2 2022 | 3,060 | $198.4B |
| Q1 2022 | 3,070 | $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, Q3 2025
Shares, value and share of portfolio for each institution holding Chevron Corp; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Sterneck Capital Management, LLC | 5,708 | $886.4K | 0.41% | −355−5.9% | Reduced |
| Sheets Smith Wealth Management | 5,712 | $887.0K | 0.10% | +274+5.0% | Added |
| Aster Capital Management (DIFC) Ltd | 5,727 | $889.3K | 0.45% | −8,592−60.0% | Reduced |
| Breakwater Capital Group | 5,740 | $891.4K | 0.13% | +2,747+91.8% | Added |
| Smithbridge Asset Management Inc | 5,755 | $893.7K | 0.13% | +20.0% | Added |
| Sandbox Financial Partners, LLC | 5,756 | $893.8K | 0.26% | −8−0.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 5,765 | $895.2K | 0.02% | −55,527−90.6% | Reduced |
| Sterling Investment Management, Inc. | 5,768 | $895.7K | 0.54% | +5,768 | New |
| Rather & Kittrell, Inc. | 5,783 | $898.0K | 0.16% | +347+6.4% | Added |
| Waterfront Wealth Inc. | 5,808 | $899.1K | 0.18% | −15−0.3% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 5,790 | $899.1K | 0.05% | −1,591−21.6% | Reduced |
| MQS Management LLC | 5,791 | $899.3K | 0.52% | +3,064+112.4% | Added |
| Elk River Wealth Management, LLC | 5,792 | $899.4K | 0.14% | 00.0% | Unchanged |
| Partnership Wealth Management, LLC | 5,800 | $900.7K | 0.69% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 5,800 | $900.7K | 0.13% | −261−4.3% | Reduced |
| Versor Investments LP | 5,802 | $901.0K | 0.17% | −71−1.2% | Reduced |
| Unique Wealth, LLC | 5,806 | $901.6K | 0.13% | +775+15.4% | Added |
| Victory Financial Group, LLC | 5,808 | $902.7K | 0.12% | +79+1.4% | Added |
| Parvin Asset Management, LLC | 5,825 | $904.6K | 0.80% | −350−5.7% | Reduced |
| Vision Capital Management, Inc. | 5,831 | $905.5K | 0.11% | −87−1.5% | Reduced |
| Commonwealth Financial Services, LLC | 5,836 | $906.3K | 0.16% | +1,277+28.0% | Added |
| FWL Investment Management, LLC | 5,836 | $906.3K | 0.24% | +3,676+170.2% | Added |
| Samalin Investment Counsel, LLC | 5,841 | $907.0K | 0.31% | +125+2.2% | Added |
| 626 Financial, LLC | 5,853 | $908.9K | 0.40% | +12+0.2% | Added |
| YANKCOM Partnership | 5,854 | $909.1K | 0.41% | +228+4.1% | Added |
| Blue Fin Capital, Inc. | 5,864 | $910.6K | 0.14% | −254−4.2% | Reduced |
| Ascent Wealth Partners, LLC | 5,871 | $911.7K | 0.11% | −18−0.3% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 5,885 | $914.0K | 0.03% | +271+4.8% | Added |
| Boothbay Fund Management, LLC | 5,900 | $916.2K | 0.02% | +4,067+221.9% | Added |
| Greenfield Seitz Capital Management, LLC | 5,902 | $916.5K | 0.30% | +1,687+40.0% | Added |
| Nemes Rush Group LLC | 5,903 | $916.7K | 0.09% | +727+14.0% | Added |
| Zullo Investment Group, Inc. | 5,905 | $917.1K | 0.34% | +377+6.8% | Added |
| Retirement Planning Group | 5,923 | $919.8K | 0.03% | +5,923 | New |
| Compagnie Lombard Odier SCmA | 5,930 | $920.9K | 0.01% | +50+0.9% | Added |
| Atlas Legacy Advisors, LLC | 5,932 | $921.2K | 0.18% | +1,361+29.8% | Added |
| Cornerstone Advisory, LLC | 5,936 | $921.8K | 0.09% | +7+0.1% | Added |
| 49 Wealth Management, LLC | 5,941 | $922.5K | 0.09% | +205+3.6% | Added |
| Counterweight Ventures, LLC | 5,967 | $926.6K | 0.54% | −92−1.5% | Reduced |
| LBMC Investment Advisors, LLC | 5,968 | $926.8K | 0.06% | −15−0.3% | Reduced |
| Legacy Capital Group California, Inc. | 5,968 | $926.8K | 0.24% | −45−0.7% | Reduced |
| Shore Point Advisors, LLC | 5,970 | $927.1K | 0.41% | 00.0% | Unchanged |
| Friedenthal Financial | 5,971 | $927.2K | 0.48% | +5,971 | New |
| Shell Asset Management Co | 5,982 | $929.0K | 0.09% | −45,133−88.3% | Reduced |
| Magnolia Capital Advisors LLC | 5,985 | $929.4K | 0.24% | −2,018−25.2% | Reduced |
| Central Bank & Trust Co | 5,988 | $929.9K | 0.15% | +350+6.2% | Added |
| KPP Advisory Services LLC | 5,997 | $931.3K | 0.14% | +942+18.6% | Added |
| First American Trust, FSB | 6,002 | $932.1K | 0.07% | −367−5.8% | Reduced |
| Next Level Private LLC | 6,062 | $933.7K | 0.27% | +36+0.6% | Added |
| Dixon Fnancial Services, Inc. | 6,015 | $934.1K | 0.43% | −403−6.3% | Reduced |
| First County Bank | 6,022 | $935.2K | 0.48% | −474−7.3% | Reduced |
| MeadowBrook Investment Advisors LLC | 6,025 | $935.6K | 0.80% | +60+1.0% | Added |
| Miller Investment Management, LP | 6,045 | $938.7K | 0.09% | −4,175−40.9% | Reduced |
| MMBG Investment Advisors Co. | 6,050 | $939.5K | 0.08% | 00.0% | Unchanged |
| Winthrop Capital Management, LLC | 6,061 | $941.0K | 0.23% | +277+4.8% | Added |
| Saranac Partners Ltd | 6,075 | $943.4K | 0.17% | +124+2.1% | Added |
| Lummis Asset Management, LP | 6,075 | $943.4K | 0.62% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 6,078 | $943.9K | 0.39% | +892+17.2% | Added |
| SAM Advisors, LLC | 6,088 | $945.5K | 0.30% | +8+0.1% | Added |
| Financial Partners Group, Inc | 6,097 | $946.8K | 0.12% | +76+1.3% | Added |
| Sendero Wealth Management, LLC | 6,128 | $951.7K | 0.11% | +8+0.1% | Added |
| Donald L. Hagan, LLC | 6,138 | $953.2K | 0.47% | −216−3.4% | Reduced |
| Promethium Advisors,llc | 6,142 | $953.8K | 0.55% | −282−4.4% | Reduced |
| Centerstone Investors, LLC | 6,144 | $954.1K | 3.40% | −1,536−20.0% | Reduced |
| First Interstate Bank | 6,145 | $954.3K | 0.05% | −204−3.2% | Reduced |
| Accel Wealth Management | 6,161 | $956.7K | 0.28% | −305−4.7% | Reduced |
| Hanson & Doremus Investment Management | 6,171 | $958.0K | 0.12% | +679+12.4% | Added |
| Legacy Advisors, LLC | 6,170 | $958.2K | 0.12% | +6,170 | New |
| Plante Moran Financial Advisors, LLC | 6,204 | $963.4K | 0.06% | +1,179+23.5% | Added |
| NCM Capital Management, LLC | 6,209 | $964.2K | 0.37% | +4+0.1% | Added |
| Park Place Capital Corp | 6,217 | $965.4K | 0.20% | +313+5.3% | Added |
| Occidental Asset Management, LLC | 6,217 | $965.5K | 0.12% | +975+18.6% | Added |
| Edgemoor Investment Advisors, Inc. | 6,223 | $966.4K | 0.07% | +530+9.3% | Added |
| Covalis Capital LLP | 6,231 | $967.6K | 0.11% | +6,231 | New |
| Townsend Asset Management Corp | 6,232 | $967.7K | 0.34% | −157−2.5% | Reduced |
| Guardian Wealth Advisors, LLC | 6,234 | $968.1K | 0.55% | +105+1.7% | Added |
| Brendel Financial Advisors LLC | 6,234 | $968.1K | 0.50% | +76+1.2% | Added |
| Everstar Asset Management, LLC | 6,235 | $968.2K | 0.55% | +269+4.5% | Added |
| Applied Finance Capital Management, LLC | 6,240 | $969.3K | 0.07% | −75,709−92.4% | Reduced |
| Cooper/Haims Advisors, LLC | 6,256 | $971.5K | 0.45% | +102+1.7% | Added |
| Pacific Sage Partners, LLC | 6,267 | $973.2K | 0.16% | +20.0% | Added |
| Matrix Trust Co | 6,269 | $974.0K | 0.15% | −460−6.8% | Reduced |
| Vista Capital Partners, Inc. | 6,279 | $975.1K | 0.10% | +1,673+36.3% | Added |
| Mascagni Wealth Management, Inc. | 6,282 | $975.5K | 0.75% | +45+0.7% | Added |
| Campion Asset Management LLC | 6,283 | $975.7K | 0.69% | +42+0.7% | Added |
| Lynx Investment Advisory | 6,297 | $977.9K | 0.59% | −140−2.2% | Reduced |
| Roberts Wealth Advisors, LLC | 6,301 | $978.5K | 0.26% | +185+3.0% | Added |
| Invst, LLC | 6,302 | $978.7K | 0.11% | +694+12.4% | Added |
| West Michigan Advisors, LLC | 6,303 | $978.7K | 0.24% | +43+0.7% | Added |
| Oak Harbor Wealth Partners, LLC | 6,313 | $980.3K | 0.24% | +291+4.8% | Added |
| Pinnacle Wealth Planning Services, Inc. | 6,325 | $982.2K | 0.12% | +310+5.2% | Added |
| SOA Wealth Advisors, LLC. | 6,325 | $982.2K | 0.17% | +123+2.0% | Added |
| Windsor Capital Management, LLC | 6,330 | $983.0K | 0.27% | +30.0% | Added |
| Bolthouse Investments, LLC | 6,336 | $983.9K | 0.89% | 00.0% | Unchanged |
| Juncture Wealth Strategies, LLC | 6,355 | $986.9K | 0.33% | +1,889+42.3% | Added |
| Aureus Asset Management, LLC | 6,356 | $987.0K | 0.06% | −500−7.3% | Reduced |
| William B. Walkup & Associates, Inc. | 6,356 | $987.1K | 0.53% | +66+1.0% | Added |
| Ashton Thomas Securities, LLC | 6,358 | $987.3K | 0.14% | +3,599+130.4% | Added |
| Cornerstone National Bank & Trust Co | 6,365 | $988.4K | 0.40% | −33−0.5% | Reduced |
| Vista Investment Management | 6,376 | $990.2K | 0.35% | −479−7.0% | Reduced |
| Greykasell Wealth Strategies, Inc. | 6,377 | $990.3K | 0.42% | +424+7.1% | Added |