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 |
|---|---|---|---|---|---|
| Marshall Financial Group LLC | 8,151 | $1.27M | 0.25% | +8,151 | New |
| Guardian Wealth Advisors, LLC | 8,144 | $1.26M | 0.08% | +214+2.7% | Added |
| Congress Park Capital LLC | 8,138 | $1.26M | 0.39% | +5,622+223.4% | Added |
| Cascade Investment Advisors, Inc. | 8,135 | $1.26M | 0.77% | −42−0.5% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 8,130 | $1.26M | 0.05% | −2,502−23.5% | Reduced |
| Enterprise Financial Services Corp | 8,122 | $1.26M | 0.65% | +304+3.9% | Added |
| Moss Adams Wealth Advisors LLC | 8,107 | $1.26M | 0.10% | +1,348+19.9% | Added |
| Demars Financial Group, LLC | 8,106 | $1.26M | 0.44% | 00.0% | Unchanged |
| Full Sail Capital, LLC | 8,104 | $1.26M | 0.07% | +456+6.0% | Added |
| Waddell & Associates, LLC | 8,097 | $1.26M | 0.11% | +1,502+22.8% | Added |
| Sawgrass Asset Management LLC | 8,096 | $1.26M | 0.16% | +169+2.1% | Added |
| Pines Wealth Management, LLC | 8,085 | $1.26M | 0.42% | +201+2.5% | Added |
| Concord Wealth Partners | 8,085 | $1.26M | 0.17% | −1,182−12.8% | Reduced |
| Bridgewater Advisors Inc. | 8,282 | $1.25M | 0.09% | +271+3.4% | Added |
| Paladin Wealth, LLC | 8,075 | $1.25M | 0.91% | −219−2.6% | Reduced |
| Arrow Financial Corp | 8,068 | $1.25M | 0.13% | +70+0.9% | Added |
| Global Assets Advisory, LLC | 8,066 | $1.25M | 0.37% | +37+0.5% | Added |
| Great Diamond Partners, LLC | 8,065 | $1.25M | 0.24% | +366+4.8% | Added |
| Ables, Iannone, Moore & Associates, Inc. | 8,057 | $1.25M | 0.72% | −30−0.4% | Reduced |
| Wingate Wealth Advisors, Inc. | 8,054 | $1.25M | 0.87% | 00.0% | Unchanged |
| Family Legacy, Inc. | 8,053 | $1.25M | 0.38% | +13+0.2% | Added |
| Arlington Trust Co LLC | 8,044 | $1.25M | 0.22% | −250−3.0% | Reduced |
| Tanager Wealth Management LLP | 8,043 | $1.25M | 0.13% | +1,780+28.4% | Added |
| FRG Family Wealth Advisors LLC | 8,037 | $1.25M | 0.20% | −630−7.3% | Reduced |
| Meriwether Wealth & Planning, LLC | 8,022 | $1.25M | 0.72% | −76−0.9% | Reduced |
| Jump Financial, LLC | 7,992 | $1.24M | 0.02% | +7,992 | New |
| Firestone Capital Management | 7,989 | $1.24M | 0.27% | 00.0% | Unchanged |
| Fjell Capital, LLC | 7,988 | $1.24M | 1.09% | −4−0.1% | Reduced |
| Moment Partners, LLC | 7,981 | $1.24M | 0.22% | +17+0.2% | Added |
| Sloy Dahl & Holst, LLC | 7,944 | $1.23M | 0.13% | +3,382+74.1% | Added |
| Wolff Financial Management LLC | 7,893 | $1.23M | 0.28% | −20.0% | Reduced |
| Midwest Professional Planners, LTD. | 7,890 | $1.23M | 0.30% | −60−0.8% | Reduced |
| Thrive Wealth Management, LLC | 7,890 | $1.23M | 0.18% | −248−3.0% | Reduced |
| Wealth Management Associates, Inc. | 7,880 | $1.22M | 0.43% | +547+7.5% | Added |
| 1620 Investment Advisors, Inc. | 7,876 | $1.22M | 0.83% | +10.0% | Added |
| Wendell David Associates Inc | 7,866 | $1.22M | 0.12% | +97+1.2% | Added |
| Citizens & Northern Corp | 7,842 | $1.22M | 0.30% | −199−2.5% | Reduced |
| RBA Wealth Management, LLC | 7,841 | $1.22M | 0.42% | −1,164−12.9% | Reduced |
| Covenant Asset Management, LLC | 7,822 | $1.21M | 0.23% | −180−2.2% | Reduced |
| Roof Eidam & Maycock | 7,814 | $1.21M | 0.30% | 00.0% | Unchanged |
| Towneley Capital Management, Inc | 7,808 | $1.21M | 0.26% | +7,808 | New |
| Ackerman Capital Advisors, LLC | 7,807 | $1.21M | 0.25% | 00.0% | Unchanged |
| Doliver Advisors, LP | 7,799 | $1.21M | 0.31% | +20.0% | Added |
| Canal Capital Management, LLC | 7,796 | $1.21M | 0.18% | −613−7.3% | Reduced |
| Advisor OS, LLC | 7,790 | $1.21M | 0.10% | +1,455+23.0% | Added |
| Per Stirling Capital Management, LLC. | 7,789 | $1.21M | 0.14% | +84+1.1% | Added |
| MSH Capital Advisors LLC | 7,787 | $1.21M | 0.32% | +126+1.6% | Added |
| Archford Capital Strategies, LLC | 7,773 | $1.21M | 0.14% | −13,753−63.9% | Reduced |
| Castle Wealth Management LLC | 7,760 | $1.21M | 0.41% | −20−0.3% | Reduced |
| Investment Partners, Ltd. | 7,754 | $1.20M | 0.42% | +99+1.3% | Added |
| Mayfair Advisory Group, LLC | 7,749 | $1.20M | 0.52% | +141+1.9% | Added |
| Souders Financial Advisors | 7,739 | $1.20M | 0.14% | +436+6.0% | Added |
| SFMG, LLC | 7,720 | $1.20M | 0.08% | +611+8.6% | Added |
| Total Clarity Wealth Management, Inc. | 7,716 | $1.20M | 0.32% | +5,008+184.9% | Added |
| Summit Wealth Group LLC | 7,105 | $1.20M | 0.16% | +4,250+148.9% | Added |
| Supplemental Annuity Collective Trust of NJ | 7,700 | $1.20M | 0.31% | −4,300−35.8% | Reduced |
| Schmidt P J Investment Management Inc | 7,673 | $1.19M | 0.20% | −20.0% | Reduced |
| Vectors Research Management, LLC | 7,645 | $1.19M | 0.37% | −212−2.7% | Reduced |
| Nexus Investment Management ULC | 7,641 | $1.19M | 0.17% | +65+0.9% | Added |
| Partners in Financial Planning | 7,633 | $1.19M | 0.20% | +5,508+259.2% | Added |
| First Community Trust NA | 7,632 | $1.19M | 0.92% | +27+0.4% | Added |
| Atlantic Edge Private Wealth Management, LLC | 7,628 | $1.18M | 0.30% | −574−7.0% | Reduced |
| Dividend Assets Capital, LLC | 7,622 | $1.18M | 0.21% | +69+0.9% | Added |
| Sovran Advisors, LLC | 7,708 | $1.18M | 0.10% | +178+2.4% | Added |
| Red Spruce Capital, LLC | 7,607 | $1.18M | 0.48% | −87−1.1% | Reduced |
| Islay Capital Management, LLC | 7,599 | $1.18M | 0.68% | +2,043+36.8% | Added |
| Wealth Dimensions Group, Ltd. | 7,585 | $1.18M | 0.24% | −137−1.8% | Reduced |
| Maia Wealth LLC | 7,558 | $1.18M | 0.20% | +1,666+28.3% | Added |
| Advyzon Investment Management, LLC | 7,550 | $1.17M | 0.20% | +2,862+61.0% | Added |
| American State Bank (Iowa) | 7,542 | $1.17M | 0.60% | −107−1.4% | Reduced |
| Flagship Wealth Advisors, LLC | 7,527 | $1.17M | 0.39% | +211+2.9% | Added |
| Chickasaw Capital Management LLC | 7,515 | $1.17M | 0.05% | 00.0% | Unchanged |
| Hollencrest Capital Management | 7,485 | $1.16M | 0.04% | −141−1.8% | Reduced |
| Heartland Bank & Trust Co | 7,483 | $1.16M | 0.48% | +365+5.1% | Added |
| South Plains Financial, Inc. | 7,465 | $1.16M | 0.72% | +99+1.3% | Added |
| Concord Asset Management, LLC | 7,455 | $1.16M | 0.21% | −1,812−19.6% | Reduced |
| Thomasville National Bank | 7,446 | $1.16M | 0.07% | +1,649+28.4% | Added |
| Bell Investment Advisors, Inc | 7,444 | $1.16M | 0.19% | +178+2.4% | Added |
| First National Bank of Hutchinson | 7,438 | $1.16M | 0.61% | +5,117+220.5% | Added |
| Interchange Capital Partners, LLC | 7,436 | $1.15M | 0.23% | +1,828+32.6% | Added |
| Stableford Capital II LLC | 7,434 | $1.15M | 0.42% | −19−0.3% | Reduced |
| Paradiem, LLC | 7,433 | $1.15M | 0.27% | +5,994+416.5% | Added |
| Prospector Partners LLC | 7,427 | $1.15M | 0.14% | +7,427 | New |
| TCM Advisors, LLC | – | $1.15M | 0.97% | – | – |
| Kayne Anderson Rudnick Investment Management LLC | 7,377 | $1.15M | 0.00% | −16,504−69.1% | Reduced |
| Integrated Investment Consultants, LLC | 7,373 | $1.14M | 0.19% | −143−1.9% | Reduced |
| Connective Portfolio Management, LLC | 7,399 | $1.14M | 2.02% | +7,399 | New |
| Pflug Koory, LLC | 7,359 | $1.14M | 0.54% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 7,349 | $1.14M | 0.12% | +254+3.6% | Added |
| Brandywine Oak Private Wealth LLC | 7,334 | $1.14M | 0.10% | −24−0.3% | Reduced |
| Portus Wealth Advisors, LLC | 7,318 | $1.14M | 1.13% | +7,318 | New |
| Court Place Advisors, LLC | 7,318 | $1.14M | 0.34% | −200−2.7% | Reduced |
| Opinicus Capital, Inc. | 7,313 | $1.14M | 0.79% | +172+2.4% | Added |
| WBH Advisory Inc | 7,304 | $1.13M | 0.09% | −199−2.7% | Reduced |
| E&G Advisors, LP | 7,300 | $1.13M | 0.26% | −44−0.6% | Reduced |
| CWS Financial Advisors, LLC | 7,295 | $1.13M | 0.31% | +869+13.5% | Added |
| Bowen Hanes & Co Inc | 7,293 | $1.13M | 0.03% | 00.0% | Unchanged |
| Eley Financial Management, Inc | 7,281 | $1.13M | 0.41% | −48−0.7% | Reduced |
| Eubel Brady & Suttman Asset Management Inc | 7,279 | $1.13M | 0.13% | +1,820+33.3% | Added |
| Dumont & Blake Investment Advisors LLC | 7,256 | $1.13M | 0.27% | −1,158−13.8% | Reduced |