Stock ownership · SEC 13F · Q4 2025

CHEVRON CORP NEW

Institutional ownership of CHEVRON CORP NEW (CUSIP 166764100) - who holds it, how concentrated it is, and what moved last quarter.

$471.3M
Reported value
22
Institutions
99%
Top-5 share

The verdict

CHEVRON CORP NEW is a broadly held institutional position - 22 institutions report $471.3M in positions as of Q4 2025, with ownership heavily concentrated in a handful of holders.

22
institutions hold it
$471.3M
reported 13F value
99%
held by top 5
#16
of 216 by value

Based on long positions reported to the SEC as of Q4 2025; 13F omits shorts, options and non-US holdings.

How to read this page

This page summarizes how large institutional investment managers report holding this security in their quarterly SEC Form 13F-HR filings. A 13F filing is a mandatory disclosure that any manager with at least $100 million in qualifying US-listed equity assets must submit to the Securities and Exchange Commission within 45 days of the end of each calendar quarter. The figures here therefore describe long equity positions as of a specific reporting quarter, not live market quotes, and not a manager's complete book. 13F disclosures deliberately exclude short positions, cash, most derivatives, non-US listings, and small holdings, so the institutional ownership shown is a floor rather than a full picture. "Holders" counts the distinct managers reporting a position; "reported value" sums the market value those managers disclosed; and "top-5 concentration" measures how much of that reported value sits with the five largest holders. Use these numbers to understand institutional interest and how it shifts quarter over quarter, never as a recommendation to buy or sell. Every figure is rendered directly from the underlying filings and can be verified against the original documents on SEC EDGAR. This page is provided for informational purposes only and is not financial advice, consult a licensed financial advisor before making investment decisions.

Reported value

$471.3M

Institutional 13F value

Institutions

22

Reporting holders

Top-5 concentration

99%

Held by 5 largest

New buyers

19

Opened Q4 2025

Broadly held Concentrated ownership

Top-5 holder concentration

0%100%99%
Top-5 holder concentration
Share of reported value held by the 5 largest institutions · Q4 2025
Ownership breadth 87.0%

CHEVRON CORP NEW is more widely held than about 87% of the broadly-held stocks we track (by number of reporting institutions), as of Q4 2025.

Largest institutional holders of CHEVRON CORP NEW
  1. 1
  2. 2
  3. 3
  4. 4
  5. 5
  6. 6

Top 6 reported holders by value · Q4 2025

Institutional ownership over time

The number of institutions reporting a CHEVRON CORP NEW position has risen from 21 to 22 over the last 8 quarters of 13F filings.

1020304050 Q1'24Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25Q4'25 22
Distinct 13F filers holding CHEVRON CORP NEW, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 Pacer Advisors, Inc. 2,914,068 $444.1M 94.2%
2 MidFirst Bank 42,916 $6.5M 1.4%
3 Anchor Investment Management, LLC 42,896 $6.5M 1.4%
4 CHELSEA COUNSEL CO 35,684 $5.4M 1.2%
5 Barnes Wealth Management Group, Inc 17,118 $2.6M 0.6%
6 Bell Investment Advisors, Inc 7,427 $1.1M 0.2%
7 Cross Staff Investments Inc 5,313 $810K 0.2%
8 FLOYD FINANCIAL GROUP LLC 3,575 $658K 0.1%
9 KW WEALTH MANAGEMENT LLC 4,192 $639K 0.1%
10 INSTRUMENTAL WEALTH, LLC 2,406 $443K 0.1%
11 TD Capital Management LLC 2,533 $386K 0.1%
12 Ketron Financial 2,374 $362K 0.1%
13 THRYVE WEALTH MANAGEMENT LLC 1,609 $245K 0.1%
14 Banque Transatlantique SA 1,570 $239K 0.1%
15 Westshore Wealth, LLC 1,550 $236K 0.1%
16 Alternative Investment Advisors, LLC. 1,503 $229K 0.0%
17 Astoria Portfolio Advisors LLC. 1,194 $221K 0.0%
18 Diesslin Group, Inc. 1,335 $203K 0.0%
19 Nolet Wealth Management, LLC 1,100 $168K 0.0%
20 Strategic Investment Solutions, Inc. /IL 639 $97K 0.0%
21 Compass Financial Services Inc 119 $18K 0.0%
22 SG Trading Solutions, LLC 16,558 $3K 0.0%

Latest Quarter Activity · Q4 2025

What the data says about CHEVRON CORP NEW

A few large holders dominate this stock’s institutional float.

  • Watch how this position’s holder count and value trend next quarter for accumulation or distribution signs. Biggest movers
  • Put CHEVRON CORP NEW in context against the broader universe of widely-held stocks. Most-held stocks
  • 13F filings omit shorts, cash and most derivatives, so know what is missing before you rely on this. 13F limitations

Informational only, not investment advice. 13F is a 45-day-lagged snapshot of long US-equity positions; holdings may have changed.

Frequently Asked Questions

How many institutions hold CHEVRON CORP NEW?
CHEVRON CORP NEW is held by 22 institutional investors per the latest SEC Form 13F filings as of Q4 2025.
What is the total institutional value of CHEVRON CORP NEW?
Institutions report $471.3M of CHEVRON CORP NEW as of Q4 2025.
How concentrated is ownership of CHEVRON CORP NEW?
The top five institutional holders account for 99% of the reported institutional value in CHEVRON CORP NEW, making ownership heavily concentrated in a handful of holders.
Who is the largest institutional holder of CHEVRON CORP NEW?
Pacer Advisors, Inc. is the largest reported holder of CHEVRON CORP NEW with $444.1M across 2,914,068 shares as of Q4 2025.
Where does this CHEVRON CORP NEW data come from?
Every figure is rendered live from SEC Form 13F-HR filings in the EDGAR system. 13F is a mandatory quarterly disclosure of long US-listed equity positions, filed within 45 days of each quarter-end.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q4 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.