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 |
|---|---|---|---|---|---|
| BCGM Wealth Management, LLC | 2,588 | $401.9K | 0.10% | +509+24.5% | Added |
| Concorde Asset Management, LLC | 2,606 | $402.2K | 0.17% | +2,606 | New |
| Kooman & Associates | 2,602 | $404.1K | 0.12% | +59+2.3% | Added |
| HFR Wealth Management, LLC | 2,604 | $404.4K | 0.09% | 00.0% | Unchanged |
| Falcon Wealth Planning | 2,607 | $404.9K | 0.04% | +521+25.0% | Added |
| Terril Brothers, Inc. | 2,612 | $405.6K | 0.12% | +624+31.4% | Added |
| waypoint wealth counsel | 2,614 | $405.9K | 0.16% | +608+30.3% | Added |
| Silvant Capital Management LLC | 2,615 | $406.1K | 0.01% | 00.0% | Unchanged |
| Brueske Advisory Services, LLC | 2,623 | $407.3K | 0.22% | +92+3.6% | Added |
| Sompo Asset Management Co., Ltd. | 2,627 | $407.9K | 0.07% | −1,799−40.6% | Reduced |
| SoundView Advisors Inc. | 2,631 | $408.0K | 0.14% | −92−3.4% | Reduced |
| Financial Advisory Corp | 2,627 | $408.0K | 0.11% | +43+1.7% | Added |
| MV Capital Management, Inc. | 2,628 | $408.1K | 0.04% | +244+10.2% | Added |
| Liberty Square Wealth Partners LLC | 2,632 | $408.8K | 0.13% | 00.0% | Unchanged |
| Clark Financial Services Group Inc | 2,642 | $410.3K | 0.22% | +232+9.6% | Added |
| WealthTrust Asset Management, LLC | 2,647 | $411.1K | 0.28% | +11+0.4% | Added |
| Idaho Trust Bank | 2,648 | $411.2K | 0.14% | +43+1.7% | Added |
| Deltec Asset Management LLC | 2,650 | $411.5K | 0.07% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 2,880 | $412.0K | 0.03% | 00.0% | Unchanged |
| Strategic Financial Services, Inc, | 2,656 | $412.4K | 0.02% | +24+0.9% | Added |
| 360 Financial, Inc. | 2,658 | $412.8K | 0.13% | 00.0% | Unchanged |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 2,670 | $414.6K | 0.00% | 00.0% | Unchanged |
| Midwest Heritage Bank, FSB | 2,671 | $414.7K | 0.15% | +3+0.1% | Added |
| K2 Financial Inc. | 2,730 | $414.8K | 0.33% | +12+0.4% | Added |
| Lifeworks Advisors, LLC | 2,676 | $415.6K | 0.06% | −36−1.3% | Reduced |
| Coordinated Financial Services, Inc. | 2,685 | $417.0K | 0.27% | +263+10.9% | Added |
| Quantum Private Wealth, LLC | 2,687 | $417.3K | 0.12% | −1,009−27.3% | Reduced |
| Goldstream Capital Management Ltd | 2,687 | $417.3K | 0.15% | 00.0% | Unchanged |
| Caitlin John, LLC | 2,687 | $417.4K | 0.29% | +186+7.4% | Added |
| Good Steward Wealth Advisors,LLC | 2,688 | $417.4K | 0.29% | −1,275−32.2% | Reduced |
| Insight Wealth Partners, LLC | 2,689 | $417.6K | 0.18% | −99−3.6% | Reduced |
| Rockbridge Capital Management LLC | 2,695 | $418.5K | 0.25% | 00.0% | Unchanged |
| RWWM, Inc. | 2,695 | $418.5K | 0.03% | +2,695 | New |
| Applied Capital LLC | 2,697 | $418.8K | 0.30% | +142+5.6% | Added |
| Triune Financial Partners, LLC | 2,699 | $419.1K | 0.11% | +104+4.0% | Added |
| Crane Advisory, LLC | 2,767 | $419.6K | 0.07% | 00.0% | Unchanged |
| Proactive Wealth Strategies LLC | 2,703 | $419.7K | 0.18% | +30+1.1% | Added |
| Appleton Partners Inc | 2,706 | $420.0K | 0.03% | −63−2.3% | Reduced |
| JSF Financial, LLC | 2,705 | $420.1K | 0.09% | +152+6.0% | Added |
| Jackson Thornton Asset Management, LLC | 2,735 | $420.5K | 0.04% | +2,735 | New |
| Asset Advisors Investment Management, LLC | 2,712 | $421.1K | 0.04% | −45−1.6% | Reduced |
| Holland Advisory Services, Inc. | 2,713 | $421.3K | 0.58% | +10.0% | Added |
| Eagle Strategies LLC | 2,713 | $421.4K | 0.06% | +626+30.0% | Added |
| Alliance Wealth Advisors, LLC | 2,716 | $421.8K | 0.21% | +115+4.4% | Added |
| Prospera Capital Management, LLC | 2,717 | $422.0K | 0.20% | +12+0.4% | Added |
| Eagle Harbor Asset Management Inc | 2,721 | $422.5K | 0.37% | +22+0.8% | Added |
| Sykon Capital LLC | 2,721 | $422.5K | 0.14% | +1,033+61.2% | Added |
| Activest Wealth Management | 2,724 | $423.0K | 0.09% | +94+3.6% | Added |
| Summit Global Investments | 2,725 | $423.0K | 0.02% | +67+2.5% | Added |
| McHugh Group, LLC | 2,725 | $423.2K | 0.25% | 00.0% | Unchanged |
| Worth Financial Advisory Group, LLC | 2,726 | $423.3K | 0.24% | −217−7.4% | Reduced |
| Earnest Partners LLC | 2,732 | $424.3K | 0.00% | +2,732 | New |
| Peak Planning Group, LLC | 2,735 | $424.6K | 0.22% | −23−0.8% | Reduced |
| Brogan Financial, Inc. | 2,739 | $425.4K | 0.18% | +109+4.1% | Added |
| Oakwell Private Wealth Management, LLC | 2,740 | $425.5K | 0.09% | −186−6.4% | Reduced |
| New Millennium Group LLC | 2,742 | $425.8K | 0.19% | +719+35.5% | Added |
| Ellerson Group Inc | 2,747 | $426.6K | 0.27% | −97−3.4% | Reduced |
| Hamilton Capital Partners, LLC | 2,750 | $427.0K | 0.16% | 00.0% | Unchanged |
| Trust Co of the South | 2,759 | $428.4K | 0.07% | +356+14.8% | Added |
| RW Investment Management LLC | 2,761 | $428.8K | 0.04% | −2,312−45.6% | Reduced |
| S&T Bank | 2,761 | $428.8K | 0.12% | +684+32.9% | Added |
| Cannon Advisors, Inc. | 2,742 | $429.3K | 0.29% | +280+11.4% | Added |
| Brooklyn FI, LLC | 2,773 | $430.6K | 0.10% | +2,773 | New |
| PKS Advisory Services, LLC | 2,783 | $432.2K | 0.10% | +65+2.4% | Added |
| Alan B. Lancz & Associates, Inc. | 2,784 | $432.3K | 0.39% | +717+34.7% | Added |
| Parkshore Wealth Management, Inc. | 2,787 | $432.7K | 0.18% | +56+2.1% | Added |
| Synergy Financial Group, LTD | 2,787 | $432.8K | 0.29% | +54+2.0% | Added |
| Vawter Financial, Ltd. | 2,787 | $432.9K | 0.20% | +2,787 | New |
| Financial Security Advisor, Inc. | 2,792 | $433.6K | 0.09% | +301+12.1% | Added |
| Castleview Partners, LLC | 2,792 | $433.6K | 0.24% | +144+5.4% | Added |
| Sovereign Financial Group, Inc. | 2,794 | $433.9K | 0.08% | +199+7.7% | Added |
| Atala Financial Inc | 2,796 | $434.2K | 0.27% | 00.0% | Unchanged |
| Montz Harcus Wealth Management LLC | 2,797 | $434.3K | 0.19% | −4−0.1% | Reduced |
| Victrix Investment Advisors | 2,798 | $434.5K | 0.24% | +662+31.0% | Added |
| Strategic Advocates LLC | 2,804 | $435.5K | 0.11% | +15+0.5% | Added |
| Smith Shellnut Wilson LLC | 2,805 | $435.6K | 0.17% | +290+11.5% | Added |
| RTD Financial Advisors, Inc. | 2,811 | $436.5K | 0.05% | 00.0% | Unchanged |
| Kingdom Financial Group LLC. | 2,810 | $436.5K | 0.27% | +2,810 | New |
| Reliant Investment Partners, LLC | 2,850 | $437.5K | 0.34% | +2+0.1% | Added |
| New England Capital Financial Advisors LLC | 2,818 | $437.7K | 0.19% | +3+0.1% | Added |
| Elite Wealth Management, Inc. | 2,822 | $438.2K | 0.11% | −800−22.1% | Reduced |
| Solidarilty Wealth, LLC | 2,823 | $438.4K | 0.09% | +121+4.5% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 2,864 | $439.8K | 0.16% | +217+8.2% | Added |
| Blue Edge Capital, LLC | 2,833 | $439.9K | 0.06% | 00.0% | Unchanged |
| Sylvest Advisors, LLC | 2,835 | $440.2K | 0.24% | −1,477−34.3% | Reduced |
| Wealthstar Advisors, LLC | 2,836 | $440.4K | 0.17% | −93−3.2% | Reduced |
| Invested Advisors | 2,931 | $440.5K | 0.64% | +2,931 | New |
| Lee Financial Co | 2,843 | $441.5K | 0.06% | +297+11.7% | Added |
| Vision Financial Markets LLC | 2,846 | $441.9K | 0.38% | +2+0.1% | Added |
| Campbell Deegan Wealth Management, LLC | 2,848 | $442.3K | 0.40% | +100+3.6% | Added |
| Planning Alternatives Ltd | 2,852 | $442.8K | 0.06% | +601+26.7% | Added |
| Xcel Wealth Management, LLC | 2,854 | $443.2K | 0.12% | −150−5.0% | Reduced |
| Affinity Capital Advisors, LLC | 2,891 | $443.4K | 0.07% | +22+0.8% | Added |
| LWM Advisory Services, LLC | 2,857 | $443.5K | 0.26% | +307+12.0% | Added |
| WPWealth LLP | 2,857 | $443.7K | 0.07% | +346+13.8% | Added |
| Vista Cima Wealth Management LLC | 2,858 | $443.8K | 0.37% | +2,858 | New |
| First National Bank | 2,861 | $444.3K | 0.24% | +35+1.2% | Added |
| Wilson & Boucher Capital Management, LLC | 2,865 | $445.0K | 0.29% | 00.0% | Unchanged |
| D L Carlson Investment Group Inc | 2,866 | $445.1K | 0.07% | +921+47.4% | Added |
| Chatham Capital Group, Inc. | 2,869 | $445.5K | 0.06% | −320−10.0% | Reduced |