CHEVRON CORP NEW CVX
COM · Common Stock · CUSIP 166764100 · ISIN US1667641005
American multinational energy corporation
- SectorEnergy
- IndustryPetroleum Refining
- HeadquartersHouston, TX
- Websitechevron.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($505.7m this quarter). Holder counts are more reliable. Shares outstanding: 1.8bn as of 2025-02-07, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $144.88. Options: 76 managers hold calls ($4.0bn notional), 67 hold puts ($3.4bn).
Trends to Q4 2024
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 3,058 |
| Q4 2022 | 3,287 |
| Q1 2023 | 3,272 |
| Q2 2023 | 3,285 |
| Q3 2023 | 3,338 |
| Q4 2023 | 3,476 |
| Q1 2024 | 3,521 |
| Q2 2024 | 3,509 |
| Q3 2024 | 3,486 |
| Q4 2024 | 3,763 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q1 2023 | 1,600 | 1,413 |
| Q2 2023 | 1,597 | 1,396 |
| Q3 2023 | 1,794 | 1,232 |
| Q4 2023 | 1,602 | 1,498 |
| Q1 2024 | 1,846 | 1,427 |
| Q2 2024 | 1,702 | 1,512 |
| Q3 2024 | 1,579 | 1,647 |
| Q4 2024 | 1,623 | 1,598 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2024 | $4.8bn | $4.0bn | 0.84 |
| Q2 2024 | $3.4bn | $3.2bn | 0.93 |
| Q3 2024 | $3.1bn | $3.3bn | 1.05 |
| Q4 2024 | $4.0bn | $3.4bn | 0.84 |
Biggest buyers
| UBS Group AG | Added | +4.4m |
| Bank of New York Mellon Corp | Added | +2.4m |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | Added | +2.2m |
| GOLDMAN SACHS GROUP INC | Added | +2.1m |
| Amundi | Added | +1.9m |
| MACKENZIE FINANCIAL CORP | Added | +1.6m |
| HRT FINANCIAL LP | New | +1.6m |
| Capital World Investors | Added | +1.4m |
| Focus Partners Wealth | Added | +1.4m |
| NORTHERN TRUST CORP | Added | +1.4m |
Biggest sellers
| JPMORGAN CHASE & CO | Reduced | -32.5m |
| STATE STREET CORP | Reduced | -9.4m |
| BlackRock, Inc. | Reduced | -7.3m |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | Reduced | -4.9m |
| Pathway Financial Advisers, LLC | Reduced | -3.9m |
| Capital International Investors | Reduced | -2.0m |
| BANK OF AMERICA CORP /DE/ | Reduced | -1.7m |
| VANGUARD GROUP INC | Reduced | -1.6m |
| DEUTSCHE BANK AG\ | Reduced | -1.2m |
| MORGAN STANLEY | Reduced | -1.1m |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $697.8m4.8m shares |
| CITADEL ADVISORS LLC | Added | $512.0m3.5m shares |
| JANE STREET GROUP, LLC | Added | $338.1m2.3m shares |
| UBS Group AG | Added | $167.7m1.2m shares |
| GOLDMAN SACHS GROUP INC | Added | $163.1m1.1m shares |
| SIMPLEX TRADING, LLC | Added | $149.6m1.0m shares |
| Laurion Capital Management LP | New | $133.5m921.9k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $119.9m827.8k shares |
| Taconic Capital Advisors LP | Not comparable | $116.5m804.6k shares |
| D. E. Shaw & Co., Inc. | Reduced | $113.4m782.6k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $695.2m4.8m shares |
| CITADEL ADVISORS LLC | Reduced | $282.0m1.9m shares |
| MILLENNIUM MANAGEMENT LLC | Added | $251.1m1.7m shares |
| Pentwater Capital Management LP | Added | $150.6m1.0m shares |
| D. E. Shaw & Co., Inc. | Added | $135.0m932.0k shares |
| JANE STREET GROUP, LLC | Reduced | $115.3m795.9k shares |
| UBS Group AG | Added | $112.5m776.5k shares |
| Balyasny Asset Management L.P. | Added | $111.1m767.3k shares |
| Eisler Capital Management Ltd. | First filing | $109.9m749.1k shares |
| BNP PARIBAS FINANCIAL MARKETS | Added | $109.3m7.5k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| STATE STREET CORP 13G · institution new · filed 2025-11-10 | 7.5% |
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-29 | 7.1% |
Fell to 5% or below in the last year: BERKSHIRE HATHAWAY INC (4.2%, 2026-05-15), VANGUARD GROUP INC (0.0%, 2026-03-26; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales in Q4 2024
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q1 2023 | 0 | — | 1 | $3.3m | — |
| Q2 2023 | 0 | — | 0 | — | — |
| Q3 2023 | 0 | — | 2 | $4.7m | — |
| Q4 2023 | 0 | — | 0 | — | — |
| Q1 2024 | 0 | — | 0 | — | — |
| Q2 2024 | 0 | — | 3 | $3.2m | $910.3k |
| Q3 2024 | 0 | — | 0 | — | — |
| Q4 2024 | 0 | — | 1 | $26.4m | $26.4m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-11-14 | Wirth Michael K Chairman and CEO, director | Sold plan | $26.4m164.6k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q4 2024
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.40% of their portfolio | 157.0m $22.7bn | Reduced -1.6m |
| STATE STREET CORP 0.86% of their portfolio | 149.7m $21.7bn | Reduced -9.4m |
| BlackRock, Inc. 0.36% of their portfolio | 121.6m $17.6bn | Reduced -7.3m |
| Berkshire Hathaway Inc 6.43% of their portfolio | 118.6m $17.2bn | Unchanged |
| GEODE CAPITAL MANAGEMENT, LLC 0.41% of their portfolio | 36.3m $5.2bn | Added +392.9k |
| MORGAN STANLEY 0.35% of their portfolio | 34.5m $5.0bn | Reduced -1.1m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.85% of their portfolio | 31.9m $4.6bn | Added +746.8k |
| BANK OF AMERICA CORP /DE/ 0.34% of their portfolio | 25.3m $3.7bn | Reduced -1.7m |
| JPMORGAN CHASE & CO 0.24% of their portfolio | 21.4m $3.1bn | Reduced -32.5m |
| NORGES BANK 0.40% of their portfolio | 20.8m $3.0bn | Added +297.6k |
| NORTHERN TRUST CORP 0.42% of their portfolio | 20.5m $3.0bn | Added +1.4m |
| Fisher Asset Management, LLC 1.15% of their portfolio | 19.9m $2.9bn | Added +410.5k |
| WELLS FARGO & COMPANY/MN 0.63% of their portfolio | 18.0m $2.6bn | Reduced -983.1k |
| FRANKLIN RESOURCES INC 0.70% of their portfolio | 17.3m $2.5bn | Added +79.9k |
| AMERIPRISE FINANCIAL INC 0.62% of their portfolio | 16.7m $2.4bn | Added +211.0k |
| Bank of New York Mellon Corp 0.44% of their portfolio | 16.5m $2.4bn | Added +2.4m |
| Invesco Ltd. 0.40% of their portfolio | 15.0m $2.2bn | Added +964.4k |
| UBS Group AG 0.47% of their portfolio | 14.5m $2.1bn | Added +4.4m |
| Capital World Investors 0.31% of their portfolio | 14.1m $2.0bn | Added +1.4m |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.23% of their portfolio | 13.8m $2.0bn | Added +292.6k |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 1.76% of their portfolio | 13.3m $1.9bn | Unchanged |
| DIMENSIONAL FUND ADVISORS LP 0.43% of their portfolio | 12.2m $1.8bn | Added +63.5k |
| ROYAL BANK OF CANADA 0.31% of their portfolio | 9.9m $1.4bn | Added +135.6k |
| Amundi 0.46% of their portfolio | 8.8m $1.3bn | Added +1.9m |
| Legal & General Group Plc 0.34% of their portfolio | 8.8m $1.3bn | Reduced -290.3k |
| GOLDMAN SACHS GROUP INC 0.24% of their portfolio | 8.8m $1.3bn | Added +2.1m |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.27% of their portfolio | 7.9m $1.1bn | Added +133.4k |
| Nuveen Asset Management, LLC 0.32% of their portfolio | 7.8m $1.1bn | Added +233.9k |
| Capital International Investors 0.21% of their portfolio | 7.6m $1.1bn | Reduced -2.0m |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.35% of their portfolio | 7.6m $1.1bn | Reduced -800.0k |
| RAYMOND JAMES FINANCIAL INC 0.38% of their portfolio | 7.2m $1.0bn | First filing |
| Fayez Sarofim & Co 2.22% of their portfolio | 6.2m $912.0m | Added +578.1k |
| Swiss National Bank 0.47% of their portfolio | 4.9m $711.9m | Reduced -281.7k |
| ENVESTNET ASSET MANAGEMENT INC 0.22% of their portfolio | 4.7m $676.0m | Added +123.9k |
| Sumitomo Mitsui Trust Group, Inc. 0.41% of their portfolio | 4.2m $612.8m | Reduced -14.3k |
| DEUTSCHE BANK AG\ 0.24% of their portfolio | 4.2m $612.2m | Reduced -1.2m |
| Capital Research Global Investors 0.12% of their portfolio | 4.1m $590.4m | Reduced -693.0k |
| HSBC HOLDINGS PLC 0.36% of their portfolio | 4.0m $581.6m | Reduced -599.6k |
| JANUS HENDERSON GROUP PLC 0.29% of their portfolio | 3.9m $564.5m | Added +836.0k |
| FMR LLC 0.03% of their portfolio | 3.9m $560.0m | Added +281.8k |
| PNC Financial Services Group, Inc. 0.37% of their portfolio | 3.9m $559.6m | Reduced -54.5k |
| Pacer Advisors, Inc. 1.22% of their portfolio | 3.9m $559.4m | Added +42.2k |
| WELLINGTON MANAGEMENT GROUP LLP 0.10% of their portfolio | 3.6m $522.1m | Reduced -867.8k |
| NEUBERGER BERMAN GROUP LLC 0.41% of their portfolio | 3.6m $517.5m | Added +1.3m |
| LPL Financial LLC 0.20% of their portfolio | 3.3m $483.5m | Added +190.4k |
| National Pension Service 0.45% of their portfolio | 3.3m $476.1m | Reduced -45.3k |
| BARCLAYS PLC 0.23% of their portfolio | 3.2m $470.3m | Reduced -1.0m |
| FIRST TRUST ADVISORS LP 0.41% of their portfolio | 3.2m $459.5m | Reduced -114.7k |
| RHUMBLINE ADVISERS 0.40% of their portfolio | 3.1m $443.4m | Reduced -57.2k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.43% of their portfolio | 3.0m $448.6m | Added +198.9k |
| BNP PARIBAS FINANCIAL MARKETS 0.34% of their portfolio | 3.0m $436.9m | Reduced -742.5k |
| BESSEMER GROUP INC 0.70% of their portfolio | 3.0m $431.3m | Reduced -62.8k |
| California Public Employees Retirement System 0.28% of their portfolio | 2.9m $420.7m | Reduced -144.4k |
| FEDERATED HERMES, INC. 0.92% of their portfolio | 2.9m $419.9m | Added +655.3k |
| STIFEL FINANCIAL CORP 0.44% of their portfolio | 2.9m $419.4m | Reduced -17.0k |
| PRINCIPAL FINANCIAL GROUP INC 0.23% of their portfolio | 2.9m $416.4m | Reduced -47.9k |
| BANK OF MONTREAL /CAN/ 0.20% of their portfolio | 2.8m $411.7m | Reduced -94.6k |
| VOYA INVESTMENT MANAGEMENT LLC 0.41% of their portfolio | 2.7m $396.9m | Reduced -175.6k |
| ALLIANCEBERNSTEIN L.P. 0.13% of their portfolio | 2.7m $393.0m | Reduced -969.6k |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 0.83% of their portfolio | 2.7m $388.5m | Added +2.2m |
| MACKENZIE FINANCIAL CORP 0.17% of their portfolio | 2.6m $380.6m | Added +1.6m |
| CITIGROUP INC 0.36% of their portfolio | 2.6m $371.0m | Reduced -109.3k |
| Focus Partners Wealth 0.50% of their portfolio | 2.5m $386.6m | Added +1.4m |
| Corient Private Wealth LP 0.60% of their portfolio | 2.5m $359.5m | Added +19.2k |
| Bahl & Gaynor LLC 1.76% of their portfolio | 2.3m $333.6m | Reduced -73.8k |
| HighTower Advisors, LLC 0.45% of their portfolio | 2.3m $327.4m | Added +166.4k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.44% of their portfolio | 2.2m $325.6m | Reduced -81.7k |
| US BANCORP \DE\ 0.42% of their portfolio | 2.2m $320.0m | Added +57.7k |
| Capital Wealth Planning, LLC 2.93% of their portfolio | 2.2m $317.2m | Added +128.2k |
| ACR Alpine Capital Research, LLC 6.78% of their portfolio | 2.2m $312.8m | Added +734.5k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.35% of their portfolio | 2.1m $298.6m | Reduced -113.1k |
| Ensign Peak Advisors, Inc 0.52% of their portfolio | 2.0m $290.7m | Added +74.9k |
| MACQUARIE GROUP LTD 0.33% of their portfolio | 2.0m $275.2m | Reduced -252.1k |
| DekaBank Deutsche Girozentrale 0.51% of their portfolio | 1.9m $274.2m | Unchanged |
| AMERICAN CENTURY COMPANIES INC 0.16% of their portfolio | 1.9m $276.0m | Reduced -67.0k |
| CIBC Private Wealth Group LLC 0.47% of their portfolio | 1.7m $260.3m | Reduced -42.4k |
| Baird Financial Group, Inc. 0.47% of their portfolio | 1.7m $247.0m | Reduced -6.4k |
| ProShare Advisors LLC 0.56% of their portfolio | 1.7m $246.2m | Added +168.8k |
| Mariner, LLC 0.41% of their portfolio | 1.7m $244.3m | Added +79.3k |
| LONDON CO OF VIRGINIA 1.33% of their portfolio | 1.7m $243.4m | Reduced -117.8k |
| Clearbridge Investments, LLC 0.19% of their portfolio | 1.6m $238.6m | Reduced -98.4k |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.45% of their portfolio | 1.6m $238.4m | Reduced -14.5k |
| TRUIST FINANCIAL CORP 0.37% of their portfolio | 1.6m $238.4m | Added +36.2k |
| HRT FINANCIAL LP 1.39% of their portfolio | 1.6m $229.4m | New |
| VICTORY CAPITAL MANAGEMENT INC 0.21% of their portfolio | 1.5m $217.3m | Reduced -14.4k |
| Cullen Capital Management, LLC 2.50% of their portfolio | 1.5m $214.7m | Reduced -11.3k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.45% of their portfolio | 1.5m $214.2m | Reduced -91.8k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.32% of their portfolio | 1.5m $211.0m | Added +577.6k |
| Brandywine Global Investment Management, LLC 1.53% of their portfolio | 1.5m $210.6m | Reduced -137.8k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.17% of their portfolio | 1.3m $190.4m | Added +30.9k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.28% of their portfolio | 1.3m $190.3m | Reduced -5.2k |
| DANSKE BANK A/S 0.54% of their portfolio | 1.2m $180.8m | Added +355.0k |
| Korea Investment CORP 0.42% of their portfolio | 1.2m $178.9m | Added +92.6k |
| PRUDENTIAL FINANCIAL INC 0.24% of their portfolio | 1.2m $177.4m | Reduced -288.0k |
| Cerity Partners LLC 0.38% of their portfolio | 1.2m $174.8m | Added +52.3k |
| KING LUTHER CAPITAL MANAGEMENT CORP 0.76% of their portfolio | 1.2m $174.5m | Reduced -13.1k |
| Janney Montgomery Scott LLC 0.48% of their portfolio | 1.2m $174.2m | Added +19.5k |
| CAPTRUST FINANCIAL ADVISORS 0.48% of their portfolio | 1.2m $167.8m | Added +74.5k |
| DAVENPORT & Co LLC 0.96% of their portfolio | 1.1m $164.3m | Added +38.6k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.15% of their portfolio | 1.1m $156.0m | Added +93.5k |