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

According to SEC Form 13F-HR filings in this corpus, CHEVRON CORP NEW ranks #17 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. 22 institutions report $471.3M 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
#17
of 775 by value

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

According to SEC Form 13F-HR filings in this corpus, CHEVRON CORP NEW ranks #17 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 166764100 · Q4 2025 $471M reported

VALUE-MEGA · HOLDERS-NARROW · CONC-DOM · PHOTO-FINISH · ACTIVITY-HOT · BOOK-FULL

  • VALUE-MEGA #17/775
  • HOLDERS-NARROW 22 filers
  • CONC-DOM 99% top-5
  • PHOTO-FINISH BOOKING HLDGS
  • ACTIVITY-HOT 19 new
  • BOOK-FULL 8Q history

Photo-finish peer on reported value: BOOKING HLDGS INC

Read with: Ownership concentration guide - CHEVRON CORP NEW's top-five holders account for 99% of reported value — read concentration before treating any single filer as a signal.

Reported-value neighbourhood · CHEVRON CORP NEW

Nearest tracked securities by aggregate 13F reported value, not a full corpus reprint.

NEWMONT · near$484MDISNEY WALT · near$483MCOMCAST NEW · near$478MBOOKING HLDGS · near$472MCHEVRON NEW · this stock$471M
Aggregate reported institutional value ($)

CHEVRON CORP NEW vs. the broadly-held institutional universe

Where this security's reporting-institution count sits among tracked 13F securities

22 Top 13% higher than 87% of 216 securities

Broadly-held tracked securities, banded by reporting-institution count

Each bar is a band; taller bars hold more securities. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.

Source SEC Form 13F-HR filings · Q4 2025

Largest institutional holders of CHEVRON CORP NEW
  1. 1
    Pacer Advisors, Inc. $444.1M
  2. 2
    MidFirst Bank $6.5M
  3. 3
    Anchor Investment Management, LLC $6.5M
  4. 4
    CHELSEA COUNSEL CO $5.4M
  5. 5
    Barnes Wealth Management Group, Inc $2.6M
  6. 6
    Bell Investment Advisors, Inc $1.1M

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%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among CHEVRON CORP NEW's reported holders for Q4 2025, by reported value:

Sole discretion (SOLE)
99.9%
Shared-defined discretion (DFND)
0.1%

Latest Quarter Activity · Q4 2025

New positions (19)

Pacer Advisors, Inc. $444.1M
MidFirst Bank $6.5M
Anchor Investment Management, LLC $6.5M
Barnes Wealth Management Group, Inc $2.6M
Cross Staff Investments Inc $810K
FLOYD FINANCIAL GROUP LLC $658K

Complete exits (35)

CIBC Bancorp USA Inc. exited
Maple Capital Management, Inc. exited
CONNORS INVESTOR SERVICES INC exited
Kimelman & Baird, LLC exited
TCFG WEALTH MANAGEMENT, LLC exited
Asset Dedication, LLC exited

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.
Where does CHEVRON CORP NEW sit among tracked securities?▼
According to SEC Form 13F-HR filings in this corpus, CHEVRON CORP NEW ranks #17 of 775 tracked securities by reported institutional value (largest first), matching the /stocks listing among names with ≥5 reporting holders. The ordinal is recomputed live among securities with ≥5 reporting holders. See /methodology/#corpus-placement.
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.

Nationwide stocks with similar institutional value or holder count

Two 13F-derived peer sets for CHEVRON CORP NEW: nearest aggregate reported value and nearest institutional holder count, not catalog browse links.

Similar reported value

Nearest stocks by aggregate 13F reported value ($471.3M here).

BOOKING HLDGS INC $471.7M COMCAST CORP NEW $478.4M DISNEY WALT CO $483.4M NEWMONT CORP $484.2M

Similar holder count

Nearest stocks by number of disclosing 13F holders (22 here).

CATERPILLAR INC 22 IBM CORP 22 PALANTIR TECHNOLOGIES INC 22 SPDR GOLD SHARES ETF 22

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.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.