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 |
|---|---|---|---|---|---|
| Up Strategic Wealth Investment Advisors LLC | 2,342 | $356.3K | 0.27% | +557+31.2% | Added |
| New Perspectives, Inc | 2,297 | $356.7K | 0.16% | +2,297 | New |
| McLean Asset Management Corp | 2,317 | $356.9K | 0.07% | +172+8.0% | Added |
| Cambridge Financial Group, LLC | 2,299 | $357.0K | 0.11% | 00.0% | Unchanged |
| Sequent Asset Management, LLC | 2,303 | $357.6K | 0.17% | +35+1.5% | Added |
| Mountain Capital Investment Advisors, Inc | 2,323 | $359.1K | 0.06% | +932+67.0% | Added |
| Holistic Financial Partners | 2,320 | $360.3K | 0.15% | +256+12.4% | Added |
| Hopwood Financial Services, Inc. | 2,333 | $362.3K | 0.24% | 00.0% | Unchanged |
| Shayne & Co., LLC | 2,334 | $362.4K | 0.11% | 00.0% | Unchanged |
| American Money Management, LLC | 2,335 | $362.6K | 0.06% | −124−5.0% | Reduced |
| Hurlow Wealth Management Group, Inc. | 2,337 | $362.9K | 0.09% | −340−12.7% | Reduced |
| Elser Financial Planning, Inc | 2,368 | $363.2K | 0.44% | +31+1.3% | Added |
| North Point Portfolio Managers Corp | 2,340 | $363.4K | 0.06% | −3−0.1% | Reduced |
| Archvest Wealth Advisors, Inc. | 2,344 | $364.0K | 0.32% | −377−13.9% | Reduced |
| Sequent Planning LLC | 2,345 | $364.2K | 0.10% | −28−1.2% | Reduced |
| Phillips Financial Management, LLC | 2,348 | $364.6K | 0.02% | +841+55.8% | Added |
| Strategic Investment Solutions, Inc. | 2,348 | $364.7K | 0.10% | +5+0.2% | Added |
| Intergy Private Wealth, LLC | 2,349 | $364.8K | 0.11% | +558+31.2% | Added |
| Provenance Wealth Advisors, LLC | 2,350 | $364.9K | 0.05% | −20−0.8% | Reduced |
| Aua Capital Management, LLC | 2,351 | $365.1K | 0.20% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 2,351 | $365.1K | 0.23% | +151+6.9% | Added |
| Facet Wealth, Inc. | 2,352 | $365.3K | 0.01% | +638+37.2% | Added |
| Eisler Capital Management Ltd. | 2,289 | $366.2K | 0.01% | +1,076+88.7% | Added |
| Fischer Financial Services, Inc. | 2,358 | $366.2K | 0.10% | −4,001−62.9% | Reduced |
| Red Mountain Financial, LLC | 2,358 | $366.2K | 0.37% | −42−1.8% | Reduced |
| Pennington Partners & Co., LLC | 2,360 | $366.5K | 0.17% | −26−1.1% | Reduced |
| Omnia Family Wealth, LLC | 2,360 | $366.5K | 0.12% | +811+52.4% | Added |
| Willner & Heller, LLC | 2,360 | $366.5K | 0.28% | +88+3.9% | Added |
| WFA of San Diego, LLC | 2,367 | $367.6K | 0.25% | −65−2.7% | Reduced |
| WESCAP Management Group, Inc. | 2,377 | $369.1K | 0.08% | −126−5.0% | Reduced |
| AIFG Consultants Ltd. | 2,377 | $369.1K | 0.65% | +2,377 | New |
| Beddow Capital Management Inc | 2,385 | $370.0K | 0.14% | 00.0% | Unchanged |
| Novak & Powell Financial Services, Inc. | 2,385 | $370.3K | 0.19% | −190−7.4% | Reduced |
| Gentry Private Wealth, LLC | 2,385 | $370.4K | 0.26% | +100+4.4% | Added |
| Greenwich Wealth Management LLC | 2,386 | $371.0K | 0.02% | −268−10.1% | Reduced |
| Beutel, Goodman & Co Ltd. | 2,390 | $371.0K | 0.00% | 00.0% | Unchanged |
| Level Financial Advisors, Inc. | 2,391 | $371.3K | 0.10% | +814+51.6% | Added |
| Bravias Capital Group, LLC | 2,398 | $372.4K | 0.25% | +320+15.4% | Added |
| Montis Financial, LLC | 2,400 | $372.7K | 0.09% | +857+55.5% | Added |
| Helium Advisors LLC | 2,402 | $373.1K | 0.31% | −923−27.8% | Reduced |
| Fearless Solutions, LLC dba Best Invest | 2,409 | $374.1K | 0.24% | +55+2.3% | Added |
| Phoenix Wealth Advisors | 2,411 | $374.5K | 0.14% | +717+42.3% | Added |
| Crown Wealth Group, LLC | 2,412 | $374.6K | 0.11% | +58+2.5% | Added |
| Sandy Cove Advisors, LLC | 2,417 | $375.3K | 0.12% | +537+28.6% | Added |
| New World Advisors LLC | 2,420 | $375.8K | 0.07% | +524+27.6% | Added |
| Royal Capital Wealth Management, LLC | 2,425 | $376.6K | 0.23% | +78+3.3% | Added |
| FreeGulliver LLC | 2,427 | $376.9K | 0.17% | +2,427 | New |
| Parisi Gray Wealth Management | 2,427 | $376.9K | 0.10% | +11+0.5% | Added |
| Partners Wealth Management, LLC | 2,428 | $377.1K | 0.37% | +307+14.5% | Added |
| Walkner Condon Financial Advisors LLC | 2,433 | $377.8K | 0.06% | +573+30.8% | Added |
| Liberty Capital Management, Inc. | 2,444 | $379.5K | 0.07% | 00.0% | Unchanged |
| Wilkinson Global Asset Management LLC | 2,453 | $380.9K | 0.02% | −1,092−30.8% | Reduced |
| Genesis Private Wealth, LLC | 2,454 | $381.1K | 0.16% | +491+25.0% | Added |
| DLK Investment Management, LLC | 2,455 | $381.2K | 0.14% | +63+2.6% | Added |
| Vestia Personal Wealth Advisors | 2,457 | $381.5K | 0.22% | +291+13.4% | Added |
| Capstone Wealth Management Group LLC | 2,458 | $381.7K | 0.24% | +28+1.2% | Added |
| Accelerate Investment Advisors LLC | 2,459 | $381.8K | 0.26% | +91+3.8% | Added |
| Kings Path Partners LLC | 2,459 | $381.9K | 0.14% | 00.0% | Unchanged |
| Wall Street Financial Group, Inc. | 2,460 | $382.0K | 0.28% | +483+24.4% | Added |
| Family Management Corp | 2,462 | $382.3K | 0.05% | +2,462 | New |
| LongView Wealth Management | 2,465 | $382.7K | 0.10% | −56−2.2% | Reduced |
| Intellus Advisors LLC | 2,465 | $382.8K | 0.05% | −152−5.8% | Reduced |
| Jacobsen Capital Management | 2,466 | $382.9K | 0.13% | +2,466 | New |
| City Center Advisors, LLC | 2,467 | $383.1K | 0.37% | +359+17.0% | Added |
| Western Financial Corp | 2,468 | $383.3K | 0.17% | +10+0.4% | Added |
| Roman Butler Fullerton & Co | 2,471 | $383.3K | 0.10% | +140+6.0% | Added |
| Theory Financial LLC | 2,485 | $383.9K | 0.14% | 00.0% | Unchanged |
| Houlihan Financial Resource Group, Ltd. | 2,473 | $384.1K | 0.34% | −1,851−42.8% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 2,476 | $384.4K | 0.16% | +611+32.8% | Added |
| Lesa Sroufe & Co | 2,485 | $386.0K | 0.31% | +33+1.3% | Added |
| Broadway Wealth Solutions, Inc. | 2,487 | $386.2K | 0.22% | −83−3.2% | Reduced |
| Fi3 FINANCIAL ADVISORS, LLC | 2,490 | $386.7K | 0.13% | +800+47.3% | Added |
| Peirce Capital Management, LLC | 2,498 | $387.9K | 0.16% | −633−20.2% | Reduced |
| Alliance Wealth Management Group | 2,498 | $387.9K | 0.09% | +98+4.1% | Added |
| Towercrest Capital Management | 2,498 | $387.9K | 0.06% | +98+4.1% | Added |
| TFC Financial Management | 2,507 | $389.4K | 0.05% | +54+2.2% | Added |
| Total Investment Management Inc | 2,521 | $391.4K | 0.05% | −59−2.3% | Reduced |
| Acima Private Wealth, LLC | 2,521 | $391.5K | 0.12% | +100+4.1% | Added |
| ZEGA Investments, LLC | 2,523 | $391.7K | 0.09% | −3−0.1% | Reduced |
| Richwood Investment Advisors, LLC | 2,526 | $392.4K | 0.31% | −10.0% | Reduced |
| Rocky Mountain Advisers, LLC | 2,527 | $392.4K | 0.11% | 00.0% | Unchanged |
| Instrumental Wealth, LLC | 2,560 | $393.0K | 0.28% | +360+16.4% | Added |
| Vivaldi Capital Management, LLC | 2,531 | $393.0K | 0.06% | +220+9.5% | Added |
| a16z Perennial Management, L.P. | 2,531 | $393.0K | 0.03% | +2,531 | New |
| Bey-Douglas LLC | 2,531 | $393.1K | 0.29% | +2,531 | New |
| Grant Private Wealth Management Inc | 2,533 | $393.3K | 0.24% | −15,376−85.9% | Reduced |
| Basepoint Wealth LLC | 2,533 | $393.3K | 0.28% | +20+0.8% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 2,544 | $395.0K | 0.02% | +2,544 | New |
| Clune & Associates, Ltd. | 2,544 | $395.1K | 0.10% | −78−3.0% | Reduced |
| Private Client Services, LLC | 2,548 | $395.6K | 0.13% | −418−14.1% | Reduced |
| TD Capital Management LLC | 2,549 | $395.8K | 0.04% | +3+0.1% | Added |
| Holos Integrated Wealth LLC | 2,659 | $395.9K | 0.23% | 00.0% | Unchanged |
| MinichMacGregor Wealth Management, LLC | 2,550 | $396.0K | 0.08% | −993−28.0% | Reduced |
| Madison Wealth Partners, Inc | 2,556 | $396.9K | 0.08% | +8+0.3% | Added |
| Leuthold Group, LLC | 2,559 | $397.4K | 0.04% | 00.0% | Unchanged |
| Sky-Mountain Capital Management, Inc. | 2,559 | $398.1K | 0.28% | 00.0% | Unchanged |
| 4WEALTH Advisors, Inc. | 2,566 | $398.5K | 0.37% | −2,830−52.4% | Reduced |
| Northwest Wealth Management, LLC | 2,571 | $399.3K | 0.07% | +729+39.6% | Added |
| Redwood Financial Network Corp | 2,580 | $400.6K | 0.25% | −389−13.1% | Reduced |
| NWK Group, Inc. | 2,585 | $401.4K | 0.14% | 00.0% | Unchanged |