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 |
|---|---|---|---|---|---|
| Sheets Smith Wealth Management | 5,712 | $887.0K | 0.10% | +274+5.0% | Added |
| Sterneck Capital Management, LLC | 5,708 | $886.4K | 0.41% | −355−5.9% | Reduced |
| Baron Wealth Management LLC | 5,698 | $884.8K | 0.29% | +177+3.2% | Added |
| Monticello Wealth Management, LLC | 5,697 | $884.7K | 0.06% | −963−14.5% | Reduced |
| Mogy Joel R Investment Counsel Inc | 5,693 | $884.1K | 0.05% | 00.0% | Unchanged |
| Ballew Advisors, Inc | 5,797 | $883.4K | 0.49% | +971+20.1% | Added |
| Wells Trecaso Financial Group, LLC | 5,680 | $882.1K | 0.42% | −1,812−24.2% | Reduced |
| Ironsides Asset Advisors, LLC | 5,675 | $881.3K | 0.23% | 00.0% | Unchanged |
| SevenBridge Financial Group, LLC | 5,742 | $880.4K | 0.15% | −1,810−24.0% | Reduced |
| MEMBERS Trust Co | 5,658 | $878.6K | 0.03% | −74−1.3% | Reduced |
| Integris Wealth Management, LLC | 5,656 | $878.3K | 0.21% | +10.0% | Added |
| Stony Point Wealth Management Inc. | 5,655 | $878.2K | 0.35% | +130+2.4% | Added |
| First Business Financial Services, Inc. | 5,649 | $877.2K | 0.08% | −158−2.7% | Reduced |
| Fox Run Management, L.L.C. | 5,641 | $876.0K | 0.14% | −2,878−33.8% | Reduced |
| Icapital Wealth LLC | 5,640 | $875.9K | 0.48% | +179+3.3% | Added |
| Accredited Investors Inc. | 5,629 | $874.1K | 0.05% | +448+8.6% | Added |
| Am Investment Strategies LLC | 5,610 | $871.0K | 0.19% | +189+3.5% | Added |
| SPX Equities Gestao de Recursos Ltda | 5,600 | $869.6K | 0.07% | +5,600 | New |
| Invera Wealth Advisors, LLC | 5,595 | $868.8K | 0.54% | 00.0% | Unchanged |
| Howard Capital Management Group, LLC | 5,593 | $868.5K | 0.05% | +1,279+29.6% | Added |
| Wealth Architects, LLC | 5,586 | $867.4K | 0.08% | +150+2.8% | Added |
| Integrity Wealth Advisors, Inc. | 5,780 | $866.4K | 0.31% | +2,471+74.7% | Added |
| Alteri Wealth LLC | 5,570 | $864.9K | 0.30% | +143+2.6% | Added |
| Cromwell Holdings LLC | 5,562 | $863.7K | 0.46% | +869+18.5% | Added |
| Stonebridge Financial Group, LLC | 5,558 | $863.1K | 0.08% | +98+1.8% | Added |
| Virtue Capital Management, LLC | 32,171 | $862.8K | 0.19% | +30,024+1,398.4% | Added |
| Investment Research Partners LLC | 5,560 | $862.4K | 0.39% | +5,560 | New |
| Claro Advisors LLC | 5,542 | $860.7K | 0.13% | +250+4.7% | Added |
| McGlone Suttner Wealth Management, Inc. | 5,523 | $857.7K | 0.12% | +105+1.9% | Added |
| Darden Wealth Group Inc | 5,510 | $855.6K | 0.45% | −561−9.2% | Reduced |
| Penney Financial, LLC | 5,508 | $855.3K | 0.38% | +173+3.2% | Added |
| D.B. Root & Company, LLC | 5,495 | $853.4K | 0.22% | −398−6.8% | Reduced |
| Aspire Capital Advisors LLC | 5,495 | $853.3K | 0.21% | +251+4.8% | Added |
| Onefund, LLC | 5,492 | $852.9K | 0.55% | +954+21.0% | Added |
| Syntax Research, Inc. | 5,485 | $851.8K | 0.55% | +327+6.3% | Added |
| Powers Advisory Group, LLC | 5,475 | $850.2K | 0.34% | +38+0.7% | Added |
| Kathmere Capital Management, LLC | 5,470 | $849.4K | 0.06% | +1,262+30.0% | Added |
| Vicus Capital | 5,459 | $847.8K | 0.06% | +197+3.7% | Added |
| Bullock Wealth Management Group | 5,484 | $847.7K | 0.42% | −62−1.1% | Reduced |
| Consilium Wealth Advisory, LLC | 5,457 | $847.4K | 0.33% | +235+4.5% | Added |
| WBI Investments | 5,444 | $845.5K | 0.22% | +177+3.4% | Added |
| Edmond de Rothschild Holding S.A. | 5,444 | $845.4K | 0.01% | −989−15.4% | Reduced |
| Connecticut Wealth Management, LLC | 5,434 | $843.8K | 0.04% | −81−1.5% | Reduced |
| Dogwood Wealth Management LLC | 5,430 | $843.2K | 0.38% | −73−1.3% | Reduced |
| Walter & Keenan Financial Consulting Co | 5,428 | $842.9K | 0.23% | −3−0.1% | Reduced |
| MJP Associates Inc | 5,424 | $842.2K | 0.11% | +1,657+44.0% | Added |
| Meadow Creek Wealth Advisors LLC | 5,551 | $842.1K | 0.56% | +368+7.1% | Added |
| Cladis Investment Advisory, LLC | 5,420 | $841.7K | 0.48% | +1,150+26.9% | Added |
| Truvestments Capital LLC | 5,411 | $840.3K | 0.15% | +3,419+171.6% | Added |
| Hardman Johnston Global Advisors LLC | 5,400 | $838.6K | 0.04% | 00.0% | Unchanged |
| GatePass Capital, LLC | 5,391 | $837.2K | 0.48% | +5,391 | New |
| Acorns Advisers, LLC | 5,391 | $837.0K | 0.01% | +834+18.3% | Added |
| Sound Income Strategies, LLC | 5,513 | $836.0K | 0.05% | −865−13.6% | Reduced |
| Chesapeake Asset Management LLC | 5,375 | $834.8K | 0.74% | −55−1.0% | Reduced |
| PBMares Wealth Management LLC | 5,369 | $833.7K | 0.14% | +54+1.0% | Added |
| Cozad Asset Management Inc | 5,367 | $833.4K | 0.07% | 00.0% | Unchanged |
| CPA Asset Management LLC | 5,353 | $831.2K | 0.32% | 00.0% | Unchanged |
| Sound Financial Strategies Group, LLC | 5,349 | $830.6K | 0.61% | +94+1.8% | Added |
| Unified Investment Management | 5,346 | $830.2K | 0.83% | +70+1.3% | Added |
| Viawealth, LLC | 5,334 | $828.2K | 0.45% | −395−6.9% | Reduced |
| Alhambra Investment Partners LLC | 5,325 | $826.9K | 0.39% | 00.0% | Unchanged |
| Winthrop Advisory Group LLC | 5,324 | $826.7K | 0.07% | +191+3.7% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 5,319 | $826.0K | 0.04% | −593−10.0% | Reduced |
| Keynote Financial Services LLC | 5,318 | $825.8K | 0.50% | −20−0.4% | Reduced |
| WestHill Financial Advisors, Inc. | 5,318 | $825.8K | 0.16% | −18−0.3% | Reduced |
| Coco Enterprises, LLC | 5,356 | $825.7K | 0.44% | +34+0.6% | Added |
| Mangrove Partners | 5,316 | $825.5K | 0.07% | +5,316 | New |
| First Financial Corp | 5,314 | $825.2K | 0.32% | −43−0.8% | Reduced |
| Cross Staff Investments Inc | 5,313 | $825.1K | 0.58% | 00.0% | Unchanged |
| Barlow Wealth Partners, Inc. | 5,303 | $825.0K | 0.09% | −515−8.9% | Reduced |
| BCS Wealth Management | 5,302 | $823.2K | 0.19% | −2,216−29.5% | Reduced |
| Addison Advisors LLC | 5,295 | $822.2K | 0.19% | +20.0% | Added |
| Beaird Harris Wealth Management, LLC | 5,294 | $822.1K | 0.06% | +14+0.3% | Added |
| Scissortail Wealth Management, LLC | 5,289 | $821.3K | 0.18% | +179+3.5% | Added |
| Vishria Bird Financial Group, LLC | 5,285 | $820.7K | 0.16% | +65+1.2% | Added |
| One River Asset Management, LLC | 5,252 | $819.8K | 2.62% | +5,252 | New |
| WorthPointe, LLC | 5,277 | $819.5K | 0.31% | +179+3.5% | Added |
| US Asset Management LLC | 5,273 | $818.8K | 0.67% | +3,057+138.0% | Added |
| Deseret Mutual Benefit Administrators | 5,269 | $818.2K | 0.34% | +693+15.1% | Added |
| Sigma Investment Counselors Inc | 5,262 | $817.1K | 0.04% | −499−8.7% | Reduced |
| Capital Square, LLC | 5,250 | $815.3K | 0.42% | +46+0.9% | Added |
| Lakeshore Capital Group, Inc. | 5,242 | $814.0K | 0.66% | +102+2.0% | Added |
| Code Waechter LLC | 5,334 | $812.9K | 0.53% | −191−3.5% | Reduced |
| Quest Partners LLC | 5,227 | $811.7K | 0.05% | +2,429+86.8% | Added |
| Claris Financial LLC | 5,222 | $811.0K | 0.46% | +603+13.1% | Added |
| Wellington Shields Capital Management, LLC | 5,199 | $807.4K | 0.12% | +1,044+25.1% | Added |
| Edge Wealth Management LLC | 5,199 | $807.4K | 0.14% | +45+0.9% | Added |
| LRT Capital Management, LLC | 5,194 | $806.6K | 0.53% | −13,706−72.5% | Reduced |
| Wrapmanager Inc | 5,193 | $806.4K | 0.25% | −1,300−20.0% | Reduced |
| Legacy Wealth Asset Management, LLC | 5,185 | $805.2K | 0.20% | +6+0.1% | Added |
| Goldstone Financial Group, LLC | 5,185 | $805.1K | 0.10% | +63+1.2% | Added |
| Tudor Financial Inc. | 5,184 | $805.0K | 0.43% | +7+0.1% | Added |
| Compass Ion Advisors, LLC | 5,177 | $804.0K | 0.08% | −285−5.2% | Reduced |
| Wela Strategies, Inc. | 5,168 | $802.6K | 0.30% | +39+0.8% | Added |
| WFA Asset Management Corp | 5,449 | $802.4K | 0.44% | +63+1.2% | Added |
| Crestmont Private Wealth LLC | 5,160 | $801.3K | 0.26% | +826+19.1% | Added |
| Gladius Capital Management LP | 5,156 | $800.7K | 1.58% | +3,998+345.3% | Added |
| Retirement Guys Formula LLC | 5,154 | $800.4K | 0.28% | −3,001−36.8% | Reduced |
| Baker Tilly Wealth Management, LLC | 5,153 | $800.2K | 0.18% | +403+8.5% | Added |
| Auxano Advisors, LLC | 5,138 | $797.9K | 0.17% | −43−0.8% | Reduced |