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 | 4,312 | $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 |
|---|---|---|---|---|---|
| Gamco Investors, Inc. Et Al | 29,118 | $4.52M | 0.04% | +4,847+20.0% | Added |
| Morton Community Bank | 28,648 | $4.52M | 1.05% | +1,476+5.4% | Added |
| B & T Capital Management DBA Alpha Capital Management | 29,072 | $4.51M | 0.72% | +954+3.4% | Added |
| Benedict Financial Advisors Inc | 29,044 | $4.51M | 0.98% | +205+0.7% | Added |
| Segment Wealth Management, LLC | 29,027 | $4.51M | 0.27% | −197−0.7% | Reduced |
| McGinn Investment Management, Inc. | 28,948 | $4.50M | 2.64% | +20+0.1% | Added |
| Ostrum Asset Management | 28,919 | $4.49M | 0.20% | +10,099+53.7% | Added |
| Capital City Trust Co | 28,860 | $4.48M | 1.10% | −1,227−4.1% | Reduced |
| RFG Advisory, LLC | 28,709 | $4.46M | 0.09% | −19,327−40.2% | Reduced |
| Kingswood Wealth Advisors, LLC | 28,671 | $4.45M | 0.27% | +6,608+30.0% | Added |
| MONECO Advisors, LLC | 28,632 | $4.45M | 0.37% | +5,691+24.8% | Added |
| Pathway Financial Advisers, LLC | 28,598 | $4.42M | 1.29% | +660+2.4% | Added |
| Herold Advisors, Inc. | 28,443 | $4.42M | 1.02% | +249+0.9% | Added |
| Laird Norton Trust Company, LLC | 28,324 | $4.40M | 0.76% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 28,234 | $4.38M | 0.26% | −120−0.4% | Reduced |
| Haverford Financial Services, Inc. | 28,154 | $4.37M | 1.23% | −233−0.8% | Reduced |
| Yarbrough Capital, LLC | 28,152 | $4.37M | 0.14% | −955−3.3% | Reduced |
| Pullen Investment Management, LLC | 27,977 | $4.34M | 2.35% | +13,159+88.8% | Added |
| RKL Wealth Management LLC | 27,960 | $4.34M | 0.37% | −1,463−5.0% | Reduced |
| International Assets Investment Management, LLC | 29,798 | $4.34M | 0.35% | 00.0% | Unchanged |
| Signature Wealth Management Group | 27,900 | $4.33M | 1.68% | +1,071+4.0% | Added |
| Richards, Merrill & Peterson, Inc. | 27,892 | $4.33M | 1.87% | +819+3.0% | Added |
| Cidel Asset Management Inc | 27,768 | $4.31M | 0.25% | +1,972+7.6% | Added |
| Consolidated Investment Group LLC | 27,760 | $4.31M | 0.53% | 00.0% | Unchanged |
| Mill Capital Management, LLC | 27,736 | $4.31M | 0.32% | 00.0% | Unchanged |
| Bill Few Associates, Inc. | 27,705 | $4.30M | 1.11% | +454+1.7% | Added |
| CoreCap Advisors, LLC | 27,647 | $4.29M | 0.16% | −22,843−45.2% | Reduced |
| Garrett Investment Advisors LLC | 27,619 | $4.29M | 0.35% | +1,717+6.6% | Added |
| TruWealth Advisors, LLC | 27,618 | $4.29M | 0.22% | −369−1.3% | Reduced |
| Sittner & Nelson, LLC | 27,612 | $4.29M | 1.56% | −27−0.1% | Reduced |
| Ridgecrest Wealth Partners, LLC | 27,611 | $4.29M | 1.94% | −1,750−6.0% | Reduced |
| Aldebaran Capital, LLC | 27,565 | $4.28M | 3.93% | −300−1.1% | Reduced |
| Harbour Investments, Inc. | 27,507 | $4.27M | 0.10% | +257+0.9% | Added |
| Quadrant Private Wealth Management, LLC | 27,501 | $4.27M | 0.78% | +2,096+8.3% | Added |
| Prosperitas Financial LLC | 27,497 | $4.27M | 1.77% | +1,361+5.2% | Added |
| Spire Wealth Management | 27,463 | $4.26M | 0.15% | +9,033+49.0% | Added |
| WealthPLAN Partners, LLC | 27,431 | $4.26M | 0.64% | −855−3.0% | Reduced |
| Davidson Trust Co | 27,229 | $4.23M | 1.75% | +2,361+9.5% | Added |
| Lantz Financial LLC | 27,199 | $4.22M | 0.93% | +974+3.7% | Added |
| Creative Financial Designs Inc | 27,166 | $4.22M | 0.28% | +4,338+19.0% | Added |
| Davis R M Inc | 27,149 | $4.22M | 0.07% | +1,459+5.7% | Added |
| NTV Asset Management LLC | 27,100 | $4.21M | 0.46% | −182−0.7% | Reduced |
| Lynch Asset Management, Inc. | 27,100 | $4.21M | 1.35% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 27,099 | $4.21M | 0.73% | +783+3.0% | Added |
| Diligent Investors, LLC | 27,059 | $4.20M | 1.06% | +216+0.8% | Added |
| Headinvest, LLC | 27,046 | $4.20M | 0.87% | −790−2.8% | Reduced |
| KLCM Advisors, Inc. | 26,970 | $4.19M | 0.42% | −710−2.6% | Reduced |
| Twin Capital Management Inc | 26,938 | $4.18M | 0.53% | −9,642−26.4% | Reduced |
| McDonald Partners LLC | 26,931 | $4.18M | 1.25% | −5,912−18.0% | Reduced |
| Pekin Hardy Strauss, Inc. | 26,885 | $4.17M | 0.42% | −1,878−6.5% | Reduced |
| WD Rutherford LLC | 26,804 | $4.16M | 1.77% | −150−0.6% | Reduced |
| Broderick Brian C | 26,758 | $4.16M | 0.79% | −217−0.8% | Reduced |
| Transcend Wealth Collective, LLC | 26,754 | $4.15M | 0.29% | +2,635+10.9% | Added |
| Laurel Wealth Advisors LLC | 26,681 | $4.14M | 0.58% | +686+2.6% | Added |
| Fulton Breakefield Broenniman LLC | 26,669 | $4.14M | 0.27% | +3,580+15.5% | Added |
| Exeter Financial, LLC | 26,651 | $4.14M | 1.79% | −15−0.1% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 26,641 | $4.14M | 1.38% | −65−0.2% | Reduced |
| Allen Wealth Management, LLC | 26,635 | $4.14M | 2.80% | −986−3.6% | Reduced |
| Ausdal Financial Partners, Inc. | 26,594 | $4.13M | 0.20% | +7,000+35.7% | Added |
| Accurate Wealth Management, LLC | 27,013 | $4.12M | 0.55% | +1,131+4.4% | Added |
| SeaCrest Wealth Management, LLC | 26,734 | $4.11M | 0.43% | +1,754+7.0% | Added |
| Delta Financial Advisors LLC | 26,299 | $4.08M | 1.15% | +5,239+24.9% | Added |
| Argyle Capital Management Inc. | 26,283 | $4.08M | 1.41% | −35−0.1% | Reduced |
| Pring Turner Capital Group Inc | 26,262 | $4.08M | 2.49% | +1,035+4.1% | Added |
| Platform Technology Partners | 26,205 | $4.07M | 0.98% | +1,045+4.2% | Added |
| Auxier Asset Management | 26,195 | $4.07M | 0.57% | +94+0.4% | Added |
| First National Bank & Trust Co of Newtown | 26,195 | $4.07M | 0.77% | −350−1.3% | Reduced |
| Symphony Financial, Ltd. Co. | 26,301 | $4.06M | 0.49% | −369−1.4% | Reduced |
| Independent Solutions Wealth Management, LLC | 26,162 | $4.06M | 0.72% | +725+2.9% | Added |
| Stenger Family Office, LLC | 25,992 | $4.04M | 0.85% | +88+0.3% | Added |
| Glass Wealth Management Co LLC | 25,967 | $4.03M | 1.80% | +3,480+15.5% | Added |
| Kinloch Capital, LLC | 25,909 | $4.02M | 1.76% | +319+1.2% | Added |
| Whalerock Point Partners, LLC | 25,866 | $4.02M | 0.82% | +794+3.2% | Added |
| National Philanthropic Trust | 25,762 | $4.00M | 0.04% | +873+3.5% | Added |
| Portside Wealth Group, LLC | 25,729 | $4.00M | 0.55% | +2,875+12.6% | Added |
| Simplex Trading, LLC | 25,676 | $3.99M | 0.09% | +25,676 | New |
| Sunbelt Securities, Inc. | 25,602 | $3.98M | 0.27% | −10,035−28.2% | Reduced |
| Koshinski Asset Management, Inc. | 25,588 | $3.97M | 0.27% | −775−2.9% | Reduced |
| Moloney Securities Asset Management, LLC | 25,576 | $3.97M | 0.47% | −823−3.1% | Reduced |
| First Bank & Trust | 25,569 | $3.97M | 0.67% | +1,982+8.4% | Added |
| Reuter James Wealth Management, LLC | 25,560 | $3.97M | 0.56% | −26,291−50.7% | Reduced |
| First National Advisers, LLC | 25,542 | $3.97M | 0.54% | −753−2.9% | Reduced |
| Murphy Pohlad Asset Management LLC | 25,529 | $3.96M | 1.56% | 00.0% | Unchanged |
| Joseph Group Capital Management | 25,473 | $3.96M | 1.12% | +996+4.1% | Added |
| Virginia Wealth Management Group, Inc. | 25,457 | $3.95M | 2.28% | +409+1.6% | Added |
| University of Texas/Texas Am Investment Managment Co | 25,417 | $3.95M | 0.57% | +25,417 | New |
| Cohen Investment Advisors LLC | 25,341 | $3.94M | 1.91% | +958+3.9% | Added |
| Albion Financial Group | 25,269 | $3.92M | 0.24% | +1,499+6.3% | Added |
| Cornerstone Wealth Management, LLC | 25,250 | $3.92M | 0.22% | +1,575+6.7% | Added |
| Oppenheimer & Close, LLC | 25,250 | $3.92M | 2.65% | +25,250 | New |
| Farmers & Merchants Trust Co of Chambersburg PA | 25,229 | $3.92M | 1.11% | +510+2.1% | Added |
| Gilliland Jeter Wealth Management LLC | 25,228 | $3.92M | 1.21% | −179−0.7% | Reduced |
| Winebrenner Capital Management LLC | 25,188 | $3.91M | 2.81% | 00.0% | Unchanged |
| Gluskin Sheff & Assoc Inc | 25,149 | $3.91M | 0.49% | −252−1.0% | Reduced |
| Nicholas Hoffman & Company, LLC. | 25,140 | $3.90M | 0.09% | +214+0.9% | Added |
| NWF Advisory Services Inc. | 25,042 | $3.89M | 0.43% | +574+2.3% | Added |
| Keystone Financial Group | 25,040 | $3.89M | 0.30% | +3,313+15.2% | Added |
| Lyell Wealth Management, LP | 25,006 | $3.88M | 0.29% | −3,175−11.3% | Reduced |
| Aurdan Capital Management, LLC | 25,002 | $3.88M | 1.23% | −3,294−11.6% | Reduced |
| Cosner Financial Group, LLC | 24,943 | $3.88M | 2.08% | 00.0% | Unchanged |