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
- 3,803
- +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
- 1,985 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 | 4,312 | $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, 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 |
|---|---|---|---|---|---|
| Wall Street Access Asset Management, LLC | 1,823 | $283.1K | 0.07% | +203+12.5% | Added |
| IMS Capital Management | 1,828 | $283.9K | 0.13% | −119−6.1% | Reduced |
| Lester Murray Antman dba SimplyRich | 1,832 | $284.0K | 0.08% | 00.0% | Unchanged |
| Lakeshore Financial Planning, Inc. | 1,830 | $284.2K | 0.11% | 00.0% | Unchanged |
| Kesler, Norman & Wride, LLC | 1,964 | $284.5K | 0.06% | +119+6.4% | Added |
| Life Planning Partners, Inc | 1,834 | $284.8K | 0.21% | +3+0.2% | Added |
| Ridgepath Capital Management LLC | 1,838 | $285.4K | 0.12% | +25+1.4% | Added |
| Financial Network Wealth Advisors LLC | 1,839 | $285.6K | 0.31% | +31+1.7% | Added |
| KKM Financial LLC | 1,843 | $286.2K | 0.09% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 1,847 | $286.8K | 0.09% | +122+7.1% | Added |
| Burt Wealth Advisors | 1,848 | $287.0K | 0.07% | +147+8.6% | Added |
| Orca Investment Management, LLC | 1,849 | $287.2K | 0.24% | +71+4.0% | Added |
| Summit Wealth Partners, LLC | 1,849 | $287.2K | 0.05% | 00.0% | Unchanged |
| KWB Wealth | 2,006 | $287.3K | 0.03% | +2,006 | New |
| Arbor Investment Advisors, LLC | 1,855 | $288.1K | 0.04% | +100+5.7% | Added |
| Sunburst Financial Group, LLC | 1,857 | $288.4K | 0.06% | −216−10.4% | Reduced |
| Dynasty Wealth Management, LLC | 1,858 | $288.5K | 0.00% | +1,858 | New |
| Vantage Financial Partners, LLC | 1,859 | $288.7K | 0.06% | −161−8.0% | Reduced |
| Meridian Financial, LLC | 1,860 | $288.8K | 0.16% | 00.0% | Unchanged |
| Ballast, Inc. | 1,860 | $288.8K | 0.07% | 00.0% | Unchanged |
| MFA Wealth Services | 1,866 | $289.7K | 0.20% | +38+2.1% | Added |
| Insight Advisors, LLC | 1,863 | $289.8K | 0.04% | +126+7.3% | Added |
| Atalanta Sosnoff Capital, LLC | 1,868 | $290.1K | 0.01% | −37−1.9% | Reduced |
| Latitude Advisors, LLC | 1,871 | $290.5K | 0.13% | −2,179−53.8% | Reduced |
| Denver Wealth Management, Inc. | 1,871 | $290.6K | 0.11% | −174−8.5% | Reduced |
| Reliant Investment Management, LLC | 1,873 | $290.9K | 0.11% | +275+17.2% | Added |
| RFG Holdings, Inc. | 1,873 | $290.9K | 0.08% | +1,873 | New |
| West Wealth Group, LLC | 1,914 | $291.1K | 0.07% | +316+19.8% | Added |
| Quartz Partners, LLC | 1,876 | $291.3K | 0.11% | +394+26.6% | Added |
| Boreal Capital Management LLC | 1,876 | $291.3K | 0.23% | +689+58.0% | Added |
| Fiduciary Planning LLC | 1,879 | $291.8K | 0.09% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 1,880 | $291.9K | 0.08% | +230+13.9% | Added |
| Payne Capital Management, LLC | 1,880 | $292.0K | 0.09% | −241−11.4% | Reduced |
| Sulzberger Capital Advisors, Inc. | 1,884 | $292.6K | 0.33% | −180−8.7% | Reduced |
| Steigerwald, Gordon & Koch Inc. | 1,884 | $292.6K | 0.03% | −24−1.3% | Reduced |
| Encompass More Asset Management | 1,888 | $293.2K | 0.06% | −11−0.6% | Reduced |
| Brian Low Financial Group, LLC | 1,890 | $293.5K | 0.23% | −873−31.6% | Reduced |
| Bay Capital Advisors, LLC | 1,894 | $294.2K | 0.19% | +49+2.7% | Added |
| Austin Wealth Management, LLC | 1,892 | $294.3K | 0.05% | +24+1.3% | Added |
| Tobias Financial Advisors, Inc. | 1,897 | $294.6K | 0.04% | +1,897 | New |
| CGC Financial Services, LLC | 1,899 | $294.8K | 0.08% | −31−1.6% | Reduced |
| Southern Capital Advisors, LLC | 1,899 | $295.0K | 0.14% | +8+0.4% | Added |
| First Fiduciary Investment Counsel, Inc. | 1,898 | $295.0K | 0.06% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1,901 | $295.2K | 0.17% | −30−1.6% | Reduced |
| William Allan, LLC | 1,902 | $295.4K | 0.17% | +1,902 | New |
| Marks Group Wealth Management, Inc | 1,907 | $296.1K | 0.03% | +30+1.6% | Added |
| Lavaca Capital LLC | 1,907 | $296.1K | 0.05% | +102+5.7% | Added |
| Sutton Place Investors LLC | 1,911 | $296.7K | 0.17% | +307+19.1% | Added |
| Yeomans Consulting Group, Inc. | 1,920 | $296.8K | 0.10% | +50+2.7% | Added |
| Madison Park Capital Advisors, LLC | 1,916 | $297.5K | 0.24% | +24+1.3% | Added |
| Boomfish Wealth Group, LLC | 1,920 | $298.2K | 0.16% | 00.0% | Unchanged |
| MOKAN Wealth Management Inc. | 1,921 | $298.4K | 0.15% | +20+1.1% | Added |
| Norris Financial Group, LLC | 1,923 | $298.6K | 0.11% | +1,923 | New |
| First Dallas Securities Inc. | 1,924 | $298.8K | 0.11% | 00.0% | Unchanged |
| GEN Financial Management, INC. | 1,925 | $298.9K | 0.26% | +1,925 | New |
| AllSquare Wealth Management LLC | 1,928 | $299.4K | 0.16% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 1,929 | $299.5K | 0.08% | +1,174+155.5% | Added |
| Brewster Financial Planning LLC | 1,929 | $299.6K | 0.19% | 00.0% | Unchanged |
| Hilltop Partners LLC | 1,932 | $300.1K | 0.09% | +81+4.4% | Added |
| Harvest Investment Services, LLC | 1,935 | $300.5K | 0.06% | −142−6.8% | Reduced |
| Investors Research Corp | 1,936 | $300.6K | 0.06% | 00.0% | Unchanged |
| Fortune 45 LLC | 1,927 | $300.7K | 0.15% | −14−0.7% | Reduced |
| Focused Wealth Management, Inc | 1,941 | $301.4K | 0.03% | +149+8.3% | Added |
| Integrity Financial Corp | 1,943 | $301.7K | 0.14% | −8−0.4% | Reduced |
| Cahaba Wealth Management, Inc. | 1,954 | $303.4K | 0.02% | +1,954 | New |
| GreatBanc Trust CO | 1,955 | $303.6K | 0.21% | +1,955 | New |
| Alesco Advisors LLC | 1,960 | $304.4K | 0.01% | +1,960 | New |
| Endowment Wealth Management, Inc. | 1,964 | $305.0K | 0.14% | +325+19.8% | Added |
| Waycross Partners, LLC | 1,967 | $305.5K | 0.03% | 00.0% | Unchanged |
| Bullseye Investment Management, LLC | 1,827 | $305.6K | 0.19% | 00.0% | Unchanged |
| Legacy Financial Strategies, LLC | 1,970 | $305.9K | 0.06% | +186+10.4% | Added |
| Hoey Investments, Inc | 1,976 | $306.8K | 0.04% | −8−0.4% | Reduced |
| Gratus Wealth Advisors, LLC | 1,985 | $308.3K | 0.04% | 00.0% | Unchanged |
| Flywheel Private Wealth LLC | 1,986 | $308.4K | 0.24% | −5−0.3% | Reduced |
| Voisard Asset Management Group, Inc. | 1,987 | $308.6K | 0.07% | +71+3.7% | Added |
| Hidden Cove Wealth Management, LLC | 1,987 | $308.6K | 0.20% | +105+5.6% | Added |
| Smart Portfolios, LLC | 1,989 | $308.9K | 0.30% | −142−6.7% | Reduced |
| Tandem Investment Partners LLC | 1,989 | $308.9K | 0.25% | −10−0.5% | Reduced |
| Vermillion Wealth Management, Inc. | 1,990 | $309.1K | 0.08% | +17+0.9% | Added |
| Laraway Financial Inc | 1,992 | $309.3K | 0.21% | +222+12.5% | Added |
| Family Investment Center, Inc. | 1,993 | $309.4K | 0.06% | +296+17.4% | Added |
| Slow Capital, Inc. | 2,000 | $310.6K | 0.04% | 00.0% | Unchanged |
| Gruss & Co., LLC | 2,000 | $310.6K | 0.81% | +2,000 | New |
| Lakeside Advisors, INC. | 2,001 | $310.7K | 0.20% | +1+0.1% | Added |
| Kahn Brothers Group Inc | 2,003 | $311.0K | 0.06% | −50−2.4% | Reduced |
| Dale Q Rice Investment Management Ltd | 2,052 | $311.2K | 0.22% | 00.0% | Unchanged |
| Lee-Kelleher Wealth Management | 2,005 | $311.4K | 0.19% | 00.0% | Unchanged |
| KFG Wealth Management, LLC | 2,008 | $311.9K | 0.05% | +14+0.7% | Added |
| Security National Bank of So Dak | 2,010 | $312.1K | 0.16% | +389+24.0% | Added |
| Watershed Private Wealth LLC | 2,018 | $313.3K | 0.10% | 00.0% | Unchanged |
| Benchmark Financial Wealth Advisors, LLC | 2,019 | $313.5K | 0.09% | +293+17.0% | Added |
| Spurstone Advisory Services, LLC | 2,020 | $313.7K | 4.50% | 00.0% | Unchanged |
| SHUTTLEWORTH & Co | 2,020 | $313.7K | 0.28% | +2,020 | New |
| Bellecapital International Ltd. | 2,021 | $313.8K | 0.05% | −21,887−91.5% | Reduced |
| Trust Co of Kansas | 2,022 | $314.0K | 0.15% | 00.0% | Unchanged |
| Sonata Capital Group Inc | 2,020 | $314.0K | 0.12% | 00.0% | Unchanged |
| Weil Company, Inc. | 2,024 | $314.4K | 0.08% | 00.0% | Unchanged |
| Columbus Macro, LLC | 2,027 | $314.8K | 0.04% | −89−4.2% | Reduced |
| IFS Group,LLC | 2,038 | $315.1K | 0.28% | +2,038 | New |
| ShoreHaven Wealth Partners, LLC | 2,029 | $315.1K | 0.12% | +18+0.9% | Added |