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, Q4 2025
Institutional positions in Chevron Corp as of Dec 31, 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
- 3,993
- +268 vs. Q3 2025
- Shares held
- 1.46B
- +17.2M (+1.2%) vs. Q3 2025
- Total value
- $223.3B
- −$1.43B (−0.6%) vs. Q3 2025
- New holders
- 409
- 1,531 more added
- Sold out
- 141
- 1,677 more reduced
77 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Chevron Corp; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| RF&L Wealth Management, LLC | 7,760 | $1.18M | 0.66% | +6,320+438.9% | Added |
| Broadwater Capital Management LLC | 7,767 | $1.18M | 0.88% | −1,578−16.9% | Reduced |
| TBH Global Asset Management, LLC | 7,778 | $1.19M | 0.21% | +745+10.6% | Added |
| Advisory Research Inc | 7,781 | $1.19M | 0.15% | −1,053−11.9% | Reduced |
| Roof Eidam & Maycock | 7,784 | $1.19M | 0.27% | −30−0.4% | Reduced |
| Doliver Advisors, LP | 7,785 | $1.19M | 0.30% | −14−0.2% | Reduced |
| Portus Wealth Advisors, LLC | 7,794 | $1.19M | 1.12% | +476+6.5% | Added |
| Red Spruce Capital, LLC | 7,801 | $1.19M | 0.47% | +194+2.6% | Added |
| Ackerman Capital Advisors, LLC | 7,807 | $1.19M | 0.24% | 00.0% | Unchanged |
| BXM Wealth LLC | 114,967 | $1.19M | 0.92% | +105,235+1,081.3% | Added |
| Abel Hall, LLC | 7,833 | $1.19M | 0.28% | +3,974+103.0% | Added |
| RBA Wealth Management, LLC | 7,835 | $1.19M | 0.40% | −6−0.1% | Reduced |
| Orrstown Financial Services Inc | 7,845 | $1.20M | 0.20% | −318−3.9% | Reduced |
| Harmony Asset Management LLC | 7,866 | $1.20M | 0.40% | −1,508−16.1% | Reduced |
| Wendell David Associates Inc | 7,866 | $1.20M | 0.12% | 00.0% | Unchanged |
| Rochester Wealth Strategies, LLC | 7,871 | $1.20M | 0.75% | +6,412+439.5% | Added |
| Wealth Management Associates, Inc. | 7,881 | $1.20M | 0.42% | +10.0% | Added |
| Mayfair Advisory Group, LLC | 7,706 | $1.20M | 0.47% | −43−0.6% | Reduced |
| Spectrum Strategic Capital Management, LLC | 7,894 | $1.20M | 0.64% | −6,089−43.5% | Reduced |
| Wolff Financial Management LLC | 7,896 | $1.20M | 0.27% | +30.0% | Added |
| Midwest Professional Planners, LTD. | 7,898 | $1.20M | 0.29% | +8+0.1% | Added |
| Souders Financial Advisors | 7,913 | $1.21M | 0.14% | +174+2.2% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 7,918 | $1.21M | 0.16% | +6,402+422.3% | Added |
| Boston Research & Management Inc | 7,920 | $1.21M | 0.27% | −600−7.0% | Reduced |
| 1620 Investment Advisors, Inc. | 7,939 | $1.21M | 0.81% | +63+0.8% | Added |
| Arrow Financial Corp | 7,943 | $1.21M | 0.12% | −125−1.5% | Reduced |
| Sloy Dahl & Holst, LLC | 7,944 | $1.21M | 0.15% | 00.0% | Unchanged |
| Sovran Advisors, LLC | 7,288 | $1.21M | 0.10% | −420−5.4% | Reduced |
| Canal Capital Management, LLC | 7,964 | $1.21M | 0.17% | +168+2.2% | Added |
| Versant Capital Management, Inc | 8,009 | $1.22M | 0.15% | −1,679−17.3% | Reduced |
| Ables, Iannone, Moore & Associates, Inc. | 8,015 | $1.22M | 0.67% | −42−0.5% | Reduced |
| Concord Wealth Partners | 8,032 | $1.22M | 0.16% | −53−0.7% | Reduced |
| Thrive Wealth Management, LLC | 8,037 | $1.22M | 0.18% | +147+1.9% | Added |
| Broussard Financial Group LLC | 8,050 | $1.23M | 0.99% | +8,050 | New |
| V-Square Quantitative Management LLC | 8,051 | $1.23M | 0.13% | +8,051 | New |
| Pines Wealth Management, LLC | 8,061 | $1.23M | 0.40% | −24−0.3% | Reduced |
| Rahlfs Capital, LLC | 8,069 | $1.23M | 0.96% | −85−1.0% | Reduced |
| Family Legacy, Inc. | 8,076 | $1.23M | 0.37% | +23+0.3% | Added |
| Apeiron RIA LLC | 7,096 | $1.23M | 0.25% | −1,628−18.7% | Reduced |
| Sawgrass Asset Management LLC | 8,096 | $1.23M | 0.15% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 8,101 | $1.23M | 0.11% | +925+12.9% | Added |
| PeakShares LLC | 8,105 | $1.24M | 1.21% | +8,105 | New |
| Enterprise Financial Services Corp | 8,108 | $1.24M | 0.63% | −14−0.2% | Reduced |
| ADG Wealth Management Group, LLC | 8,112 | $1.24M | 0.94% | −739−8.3% | Reduced |
| Wealth Quarterback LLC | 8,119 | $1.24M | 0.45% | −483−5.6% | Reduced |
| Cetera Trust Company, N.A | 8,130 | $1.24M | 0.66% | −976−10.7% | Reduced |
| Fairvoy Private Wealth, LLC | 8,131 | $1.24M | 0.28% | −333−3.9% | Reduced |
| Great Diamond Partners, LLC | 8,157 | $1.24M | 0.24% | +92+1.1% | Added |
| DB Fitzpatrick & Co, Inc | 8,174 | $1.25M | 1.11% | −347−4.1% | Reduced |
| Univest Financial Corp | 8,191 | $1.25M | 0.07% | −400−4.7% | Reduced |
| Guardian Wealth Advisors, LLC | 8,192 | $1.25M | 0.08% | +48+0.6% | Added |
| Global Assets Advisory, LLC | 8,198 | $1.25M | 0.36% | +132+1.6% | Added |
| Fell Capital Management | 8,199 | $1.25M | 1.22% | +8,199 | New |
| Requisite Capital Management, LLC | 8,222 | $1.25M | 0.24% | +3,302+67.1% | Added |
| Beacon Capital Management, LLC | 8,231 | $1.25M | 0.19% | −3,885−32.1% | Reduced |
| Florida Financial Advisors, LLC | 8,254 | $1.26M | 0.34% | −1,353−14.1% | Reduced |
| Needham Investment Management LLC | 8,250 | $1.26M | 0.08% | 00.0% | Unchanged |
| Demars Financial Group, LLC | 8,256 | $1.26M | 0.42% | +150+1.9% | Added |
| Biltmore Family Office, LLC | 8,276 | $1.26M | 0.17% | +1,364+19.7% | Added |
| Total Wealth Planning & Management, Inc. | 8,292 | $1.26M | 1.00% | +8,292 | New |
| CoreCommodity Management, LLC | 8,320 | $1.27M | 0.27% | +6,871+474.2% | Added |
| Meridian Wealth Advisors, LLC | 8,336 | $1.27M | 0.18% | −857−9.3% | Reduced |
| PSI Advisors, LLC | 8,343 | $1.27M | 0.32% | −409−4.7% | Reduced |
| Fjell Capital, LLC | 8,357 | $1.27M | 0.98% | +369+4.6% | Added |
| FMB Wealth Management | 8,360 | $1.27M | 0.50% | −40−0.5% | Reduced |
| Gallagher Fiduciary Advisors, LLC | 8,375 | $1.28M | 0.04% | +245+3.0% | Added |
| Stenger Family Office, LLC | 8,405 | $1.28M | 0.26% | −17,587−67.7% | Reduced |
| Journey Retirement Planning & Investment Management LLC | 8,420 | $1.28M | 0.26% | +8,420 | New |
| Aspen Wealth Strategies, LLC | 8,443 | $1.29M | 0.70% | +20.0% | Added |
| Weik Capital Management | 8,449 | $1.29M | 0.48% | −21−0.2% | Reduced |
| Cascade Investment Advisors, Inc. | 8,478 | $1.29M | 0.76% | +343+4.2% | Added |
| SmartHarvest Portfolios, LLC | 8,481 | $1.29M | 0.45% | +8,481 | New |
| Berkeley Capital Partners, LLC | 8,494 | $1.29M | 0.30% | +132+1.6% | Added |
| Timber Creek Capital Management LLC | 8,506 | $1.30M | 0.30% | 00.0% | Unchanged |
| Constant Guidance Financial LLC | 8,509 | $1.30M | 0.91% | +8,509 | New |
| Salvus Wealth Management, LLC | 8,509 | $1.30M | 0.73% | +296+3.6% | Added |
| Gibbs Wealth Management | 8,016 | $1.30M | 0.31% | −310−3.7% | Reduced |
| Baldwin Investment Management, LLC | 8,550 | $1.30M | 0.15% | 00.0% | Unchanged |
| First Commonwealth Financial Corp | 8,562 | $1.30M | 0.22% | −692−7.5% | Reduced |
| Snowwater Investment Partners, LLC | 8,564 | $1.31M | 1.20% | +8,564 | New |
| Hilltop National Bank | 8,569 | $1.31M | 0.32% | +1,669+24.2% | Added |
| GoalVest Advisory LLC | 8,575 | $1.31M | 0.25% | −554−6.1% | Reduced |
| Centennial Bank | 8,583 | $1.31M | 0.52% | −45−0.5% | Reduced |
| Emerald Advisors, LLC | 8,595 | $1.31M | 0.18% | +336+4.1% | Added |
| Signature Estate & Investment Advisors LLC | 8,601 | $1.31M | 0.03% | −1,891−18.0% | Reduced |
| Wingate Wealth Advisors, Inc. | 8,603 | $1.31M | 0.73% | +549+6.8% | Added |
| Keel Point, LLC | 8,640 | $1.32M | 0.08% | +422+5.1% | Added |
| Wilkins Miller Wealth Management, LLC | 8,645 | $1.32M | 0.78% | +63+0.7% | Added |
| Retirement Planning Co of New England, Inc. | 8,668 | $1.32M | 0.53% | −5−0.1% | Reduced |
| Shulman DeMeo Asset Management LLC | 8,682 | $1.32M | 0.30% | −99−1.1% | Reduced |
| VPR Management LLC | 8,700 | $1.33M | 0.59% | 00.0% | Unchanged |
| MBL Wealth, LLC | 8,718 | $1.33M | 0.11% | +1,726+24.7% | Added |
| River Street Advisors LLC | 8,727 | $1.33M | 0.50% | −363−4.0% | Reduced |
| Coastwise Capital Group, LLC | 8,743 | $1.33M | 0.67% | +118+1.4% | Added |
| J. Safra Sarasin Holding AG | 8,745 | $1.33M | 0.02% | +2,169+33.0% | Added |
| Leisure Capital Management | 8,760 | $1.34M | 0.44% | −112−1.3% | Reduced |
| LCM Capital Management Inc | 8,772 | $1.34M | 0.65% | +20.0% | Added |
| Legacy Bridge, LLC | 8,774 | $1.34M | 0.54% | +21+0.2% | Added |
| Bridgewater Advisors Inc. | 8,027 | $1.34M | 0.09% | −255−3.1% | Reduced |
| Bedel Financial Consulting, Inc. | 8,806 | $1.34M | 0.14% | −36−0.4% | Reduced |