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 |
|---|---|---|---|---|---|
| TrueMark Investments, LLC | 34,522 | $5.26M | 1.01% | +2,478+7.7% | Added |
| Forum Financial Management, LP | 34,381 | $5.24M | 0.07% | −2,472−6.7% | Reduced |
| Community Bank, N.A. | 34,302 | $5.23M | 0.62% | +605+1.8% | Added |
| Pictet North America Advisors SA | 34,289 | $5.23M | 0.50% | −2,169−5.9% | Reduced |
| Narwhal Capital Management | 34,218 | $5.22M | 0.38% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 34,147 | $5.20M | 0.10% | −776−2.2% | Reduced |
| Kidder Stephen W | 34,035 | $5.19M | 1.46% | +30+0.1% | Added |
| Sound View Wealth Advisors Group, LLC | 33,866 | $5.16M | 0.35% | −3,766−10.0% | Reduced |
| Frank, Rimerman Advisors LLC | 33,774 | $5.15M | 0.33% | +2,043+6.4% | Added |
| Fideuram Asset Management (Ireland) dac | 33,312 | $5.14M | 0.41% | +33,312 | New |
| StrongBox Wealth, LLC | 33,730 | $5.14M | 1.69% | −1,750−4.9% | Reduced |
| TRUE Private Wealth Advisors | 33,729 | $5.14M | 0.52% | +253+0.8% | Added |
| Madden Securities Corp | 33,724 | $5.14M | 1.57% | −43−0.1% | Reduced |
| Northwest Bancshares, Inc. | 33,716 | $5.14M | 0.99% | −4,214−11.1% | Reduced |
| Altrius Capital Management Inc | 33,624 | $5.12M | 1.09% | +819+2.5% | Added |
| Voleon Capital Management LP | 33,598 | $5.12M | 0.11% | −27,916−45.4% | Reduced |
| Morton Community Bank | 28,932 | $5.12M | 1.11% | +284+1.0% | Added |
| Dearborn Partners LLC | 33,452 | $5.10M | 0.25% | −193−0.6% | Reduced |
| SBI Securities Co., Ltd. | 33,405 | $5.09M | 0.13% | −528−1.6% | Reduced |
| Eagle Capital Management, LLC | 33,360 | $5.08M | 1.85% | −172−0.5% | Reduced |
| Hengehold Capital Management LLC | 33,182 | $5.06M | 0.43% | +463+1.4% | Added |
| Rench Wealth Management, Inc. | 33,167 | $5.05M | 1.49% | +285+0.9% | Added |
| tru Independence LLC | 33,164 | $5.05M | 1.28% | +518+1.6% | Added |
| Arlington Financial Advisors, LLC | 33,137 | $5.05M | 0.72% | +1,100+3.4% | Added |
| Private Trust Co NA | 33,079 | $5.04M | 0.44% | −587−1.7% | Reduced |
| Integrity Alliance, LLC. | 33,019 | $5.03M | 0.18% | +12,916+64.2% | Added |
| Marble Harbor Investment Counsel, LLC | 32,957 | $5.02M | 0.54% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 32,939 | $5.02M | 0.10% | −2,092−6.0% | Reduced |
| Summit Financial Wealth Advisors, LLC | 32,936 | $5.02M | 0.72% | +586+1.8% | Added |
| International Assets Investment Management, LLC | 32,873 | $5.01M | 0.34% | +3,075+10.3% | Added |
| Trustmark National Bank Trust Department | 32,698 | $4.98M | 0.31% | +967+3.0% | Added |
| Smartleaf Asset Management LLC | 32,615 | $4.97M | 0.19% | +2,728+9.1% | Added |
| Core Alternative Capital | 32,529 | $4.96M | 1.37% | +326+1.0% | Added |
| Salem Investment Counselors Inc | 32,424 | $4.94M | 0.14% | +339+1.1% | Added |
| Independent Wealth Network Inc. | 32,376 | $4.93M | 1.51% | +446+1.4% | Added |
| Lee Danner & Bass Inc | 32,363 | $4.93M | 0.35% | −2,024−5.9% | Reduced |
| Sittner & Nelson, LLC | 27,207 | $4.92M | 1.74% | −405−1.5% | Reduced |
| RB Capital Management, LLC | 32,269 | $4.92M | 1.00% | +624+2.0% | Added |
| Greatmark Investment Partners, Inc. | 32,251 | $4.92M | 0.58% | +257+0.8% | Added |
| Capital Planning Advisors, LLC | 32,234 | $4.91M | 0.66% | +974+3.1% | Added |
| Sherman Porfolios, LLC | 32,231 | $4.91M | 0.33% | +32,231 | New |
| Pegasus Asset Management, Inc. | 32,105 | $4.89M | 1.51% | +835+2.7% | Added |
| Brooks, Moore & Associates, Inc. | 32,069 | $4.89M | 2.40% | −88−0.3% | Reduced |
| Old Mission Investment Co LLC | 32,056 | $4.89M | 1.17% | −232−0.7% | Reduced |
| Generali Asset Management SPA SGR | 32,043 | $4.88M | 0.10% | −35,747−52.7% | Reduced |
| TriaGen Wealth Management LLC | 32,006 | $4.88M | 1.26% | −985−3.0% | Reduced |
| Prudential PLC | 31,828 | $4.85M | 0.04% | −18,853−37.2% | Reduced |
| Slagle Financial, LLC | 31,799 | $4.85M | 1.69% | +169+0.5% | Added |
| Greenleaf Trust | 31,755 | $4.84M | 0.04% | −3,161−9.1% | Reduced |
| Buckhead Capital Management LLC | 31,686 | $4.83M | 1.73% | +366+1.2% | Added |
| Sterling Investment Advisors, Ltd. | 31,559 | $4.81M | 0.89% | +842+2.7% | Added |
| Shufro Rose & Co LLC | 31,554 | $4.81M | 0.33% | −3,138−9.0% | Reduced |
| Jericho Financial, LLP | 31,533 | $4.81M | 2.89% | −929−2.9% | Reduced |
| Cerro Pacific Wealth Advisors LLC | 31,453 | $4.79M | 1.29% | +6,975+28.5% | Added |
| Greenline Partners, LLC | 31,406 | $4.79M | 0.55% | +320+1.0% | Added |
| Lawson Kroeker Investment Management Inc | 31,404 | $4.79M | 1.42% | −1,716−5.2% | Reduced |
| Journey Advisory Group, LLC | 31,383 | $4.78M | 0.40% | +296+1.0% | Added |
| Modera Wealth Management, LLC | 31,354 | $4.78M | 0.06% | +538+1.7% | Added |
| Sargent Investment Group, LLC | 31,301 | $4.77M | 0.60% | −308−1.0% | Reduced |
| Naples Global Advisors, LLC | 31,191 | $4.75M | 0.36% | +275+0.9% | Added |
| Private Management Group Inc | 31,140 | $4.75M | 0.14% | 00.0% | Unchanged |
| Hennion & Walsh Asset Management, Inc. | 31,065 | $4.73M | 0.16% | −5,169−14.3% | Reduced |
| Montecito Bank & Trust | 31,043 | $4.73M | 0.75% | +706+2.3% | Added |
| Catherine Avery Investment Management LLC | 30,997 | $4.72M | 2.83% | +983+3.3% | Added |
| Willis Johnson & Associates, Inc. | 30,980 | $4.72M | 0.29% | −393−1.3% | Reduced |
| Cambient Family Office, LLC | 30,877 | $4.71M | 0.67% | +30,877 | New |
| Capital Asset Advisory Services LLC | 30,037 | $4.70M | 0.19% | +895+3.1% | Added |
| Papamarkou Wellner Asset Management inc. | 30,836 | $4.70M | 2.82% | +17+0.1% | Added |
| Mission Creek Capital Partners, Inc. | 49,685 | $4.69M | 0.95% | +884+1.8% | Added |
| Mattson Financial Services, LLC | 30,736 | $4.68M | 1.09% | +745+2.5% | Added |
| S&CO Inc | 30,679 | $4.67M | 0.29% | −1,031−3.3% | Reduced |
| National Asset Management, Inc. | 30,536 | $4.65M | 0.22% | −1,833−5.7% | Reduced |
| Reik & Co., LLC | 30,530 | $4.65M | 1.28% | 00.0% | Unchanged |
| Bell & Brown Wealth Advisors, LLC | 30,512 | $4.65M | 1.50% | +944+3.2% | Added |
| RKL Wealth Management LLC | 30,388 | $4.63M | 0.38% | +2,428+8.7% | Added |
| Independent Financial Group, LLC | 30,370 | $4.63M | 0.10% | +1,195+4.1% | Added |
| Centric Wealth Management | 26,595 | $4.63M | 0.98% | +2,385+9.9% | Added |
| MTM Investment Management, LLC | 30,362 | $4.63M | 1.48% | +179+0.6% | Added |
| SageView Advisory Group, LLC | 30,328 | $4.62M | 0.16% | −6,576−17.8% | Reduced |
| Prosperitas Financial LLC | 30,296 | $4.62M | 1.80% | +2,799+10.2% | Added |
| Baugh & Associates, LLC | 32,764 | $4.60M | 2.26% | −871−2.6% | Reduced |
| NWF Advisory Services Inc. | 30,210 | $4.60M | 0.51% | +5,168+20.6% | Added |
| Benedict Financial Advisors Inc | 30,083 | $4.58M | 0.97% | +1,039+3.6% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 30,064 | $4.58M | 1.53% | −1,552−4.9% | Reduced |
| Cornerstone Wealth Management, LLC | 30,012 | $4.57M | 0.24% | +4,762+18.9% | Added |
| Signaturefd, LLC | 29,952 | $4.57M | 0.07% | +21+0.1% | Added |
| YHB Investment Advisors, Inc. | 29,783 | $4.54M | 0.31% | −721−2.4% | Reduced |
| Erste Asset Management GmbH | 29,532 | $4.54M | 0.04% | −21,288−41.9% | Reduced |
| Peak Asset Management, LLC | 29,734 | $4.53M | 0.77% | −1,411−4.5% | Reduced |
| Knollwood Investment Advisory, LLC | 29,642 | $4.52M | 0.42% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 29,634 | $4.52M | 0.21% | −563−1.9% | Reduced |
| Kingswood Wealth Advisors, LLC | 29,571 | $4.51M | 0.22% | +900+3.1% | Added |
| Plimoth Trust Co LLC | 29,561 | $4.51M | 1.00% | −1,548−5.0% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 29,531 | $4.50M | 1.03% | −9,196−23.7% | Reduced |
| Investors Asset Management of Georgia Inc | 29,511 | $4.50M | 1.86% | +30.0% | Added |
| Harbour Capital Advisors, LLC | 28,770 | $4.49M | 0.91% | −1,330−4.4% | Reduced |
| G&S Capital LLC | 29,345 | $4.47M | 1.58% | −304−1.0% | Reduced |
| TCW Group Inc | 29,344 | $4.47M | 0.03% | +29,344 | New |
| Belpointe Asset Management LLC | 29,327 | $4.47M | 0.16% | −2,326−7.3% | Reduced |
| McMillan Office, Inc. | 29,229 | $4.45M | 0.54% | +29,229 | New |