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; 4,142 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, Q2 2024
Institutional positions in Chevron Corp as of Jun 30, 2024. 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
- 3,511
- +35 vs. Q1 2024
- Shares held
- 1.37B
- +23.0M (+1.7%) vs. Q1 2024
- Total value
- $214.0B
- +$1.89B (+0.9%) vs. Q1 2024
- New holders
- 170
- 1,589 more added
- Sold out
- 135
- 1,376 more reduced
47 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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 | 4,142 | $243.4B |
| Q1 2026 | 4,312 | $298.0B |
| Q4 2025 | 3,994 | $223.3B |
| Q3 2025 | 3,803 | $225.3B |
| Q2 2025 | 3,708 | $189.0B |
| Q1 2025 | 3,826 | $222.9B |
| Q4 2024 | 3,765 | $194.0B |
| Q3 2024 | 3,488 | $198.0B |
| Q2 2024 | 3,511 | $214.0B |
| Q1 2024 | 3,523 | $212.7B |
| Q4 2023 | 3,478 | $200.3B |
| Q3 2023 | 3,339 | $222.6B |
| Q2 2023 | 3,286 | $205.0B |
| Q1 2023 | 3,273 | $217.1B |
| Q4 2022 | 3,289 | $243.6B |
| Q3 2022 | 3,057 | $195.7B |
| Q2 2022 | 3,060 | $198.4B |
| Q1 2022 | 3,071 | $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, Q2 2024
Shares, value and share of portfolio for each institution holding Chevron Corp; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| NewSquare Capital LLC | 0 | $65 | 0.00% | −10−100.0% | Reduced |
| Innealta Capital, LLC | 3 | $469 | 0.00% | +3 | New |
| SIMA Wealth Partners, LLC | 7 | $1.09K | 0.00% | +7 | New |
| Horizon Financial Services, LLC | 12 | $1.88K | 0.00% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 15 | $2.35K | 0.00% | +15 | New |
| Dougherty Wealth Advisers LLC | 20 | $3.13K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 21 | $3.28K | 0.00% | +11+110.0% | Added |
| Gs Investments, Inc. | 21 | $3.29K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 25 | $3.91K | 0.00% | −8−24.2% | Reduced |
| Horrell Capital Management, Inc. | 28 | $4.00K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 31 | $4.62K | 0.00% | −125−80.1% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 30 | $4.69K | 0.00% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 36 | $5.67K | 0.00% | +31+620.0% | Added |
| PayPay Securities Corp | 40 | $6.26K | 0.52% | −1−2.4% | Reduced |
| Christopher J. Hasenberg, Inc | 42 | $6.57K | 0.00% | 00.0% | Unchanged |
| FWL Investment Management, LLC | 56 | $8.76K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 60 | $9.38K | 0.00% | −71−54.2% | Reduced |
| Financial Avengers, Inc. | 67 | $10.4K | 0.01% | +1+1.5% | Added |
| Roble, Belko & Company, Inc | 71 | $11.0K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 68 | $11.0K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 71 | $11.1K | 0.01% | +55+343.8% | Added |
| Moser Wealth Advisors, LLC | 80 | $12.5K | 0.01% | 00.0% | Unchanged |
| Legend Financial Advisors, Inc. | 80 | $12.5K | 0.01% | +27+50.9% | Added |
| Tower View Investment Management & Research LLC | 80 | $12.6K | 0.01% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 81 | $12.6K | 0.01% | +1+1.3% | Added |
| Sofos Investments, Inc. | 83 | $13.0K | 0.00% | −303−78.5% | Reduced |
| HWG Holdings LP | 85 | $13.3K | 0.00% | +85 | New |
| ESL Trust Services, LLC | 93 | $14.5K | 0.00% | +93 | New |
| EnRich Financial Partners LLC | 95 | $14.9K | 0.01% | 00.0% | Unchanged |
| Vista Private Wealth Partners. LLC | 95 | $14.9K | 0.01% | +95 | New |
| Robbins Farley LLC | 100 | $15.6K | 0.01% | 00.0% | Unchanged |
| Advantage Trust Co | 110 | $17.2K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 121 | $18.9K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 121 | $19.0K | 0.01% | −40−24.8% | Reduced |
| Financial Connections Group, Inc. | 125 | $19.0K | 0.01% | +125 | New |
| Kessler Investment Group, LLC | 125 | $19.6K | 0.01% | 00.0% | Unchanged |
| Heck Capital Advisors, LLC | 125 | $19.6K | 0.00% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 126 | $19.7K | 0.01% | +5+4.1% | Added |
| Lummis Asset Management, LP | 127 | $19.9K | 0.03% | 00.0% | Unchanged |
| Keener Financial Planning LLC | 131 | $20.0K | 0.01% | −46−26.0% | Reduced |
| Evolution Advisers, Inc. | 132 | $20.0K | 0.01% | +8+6.5% | Added |
| Redmont Wealth Advisors LLC | 129 | $20.2K | 0.03% | 00.0% | Unchanged |
| Lipe & Dalton | 150 | $23.0K | 0.01% | −47−23.9% | Reduced |
| Bear Mountain Capital, Inc. | 148 | $23.0K | 0.01% | 00.0% | Unchanged |
| Fairway Wealth LLC | 151 | $23.6K | 0.01% | +35+30.2% | Added |
| Quest Partners LLC | 156 | $24.4K | 0.00% | +152+3,800.0% | Added |
| Hoese & Co LLP | 168 | $27.3K | 0.02% | 00.0% | Unchanged |
| Valley Forge Investment Consultants Inc Adv | 180 | $28.2K | 0.01% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 178 | $28.6K | 0.02% | 00.0% | Unchanged |
| University of Texas/Texas Am Investment Managment Co | 193 | $30.2K | 0.01% | −14−6.8% | Reduced |
| Koesten, Hirschmann & Crabtree, INC. | 200 | $31.5K | 0.02% | 00.0% | Unchanged |
| Anfield Capital Management, LLC | 218 | $34.0K | 0.02% | +118+118.0% | Added |
| Carolina Wealth Advisors, LLC | 239 | $37.4K | 0.02% | −14−5.5% | Reduced |
| JDM Financial Group LLC | 247 | $38.6K | 0.03% | +15+6.5% | Added |
| Cyrus J. Lawrence, LLC | 250 | $39.0K | 0.01% | +100+66.7% | Added |
| Luken Investment Analytics, LLC | 250 | $39.1K | 0.02% | 00.0% | Unchanged |
| Clear Investment Research, LLC | 275 | $43.0K | 0.06% | −3−1.1% | Reduced |
| DAGCO, Inc. | 284 | $44.5K | 0.02% | +3+1.1% | Added |
| Signature Resources Capital Management, LLC | 306 | $47.9K | 0.04% | −546−64.1% | Reduced |
| DecisionPoint Financial, LLC | 300 | $48.1K | 0.02% | −50−14.3% | Reduced |
| Global Wealth Strategies & Associates | 310 | $48.5K | 0.02% | 00.0% | Unchanged |
| Newton One Investments LLC | 313 | $49.0K | 0.02% | +3+1.0% | Added |
| Bradley & Co. Private Wealth Management, LLC | 320 | $50.1K | 0.04% | 00.0% | Unchanged |
| Byrne Asset Management LLC | 325 | $50.8K | 0.04% | 00.0% | Unchanged |
| NCP Inc. | 326 | $50.9K | 0.03% | +3+0.9% | Added |
| Gold Investment Management Ltd. | 330 | $51.6K | 0.02% | 00.0% | Unchanged |
| LFA - Lugano Financial Advisors SA | 330 | $51.6K | 0.04% | +330 | New |
| Pineridge Advisors LLC | 331 | $51.8K | 0.02% | −8−2.4% | Reduced |
| Riggs Asset Managment Co. Inc. | 331 | $51.8K | 0.02% | +4+1.2% | Added |
| Robinswood Financial LLC | 331 | $51.9K | 0.02% | +2+0.6% | Added |
| VisionPoint Advisory Group, LLC | 335 | $52.4K | 0.02% | 00.0% | Unchanged |
| Wiser Advisor Group LLC | 342 | $53.4K | 0.08% | +4+1.2% | Added |
| Dunhill Financial, LLC | 365 | $57.1K | 0.04% | +40+12.3% | Added |
| Richardson Capital Management LLC | 365 | $57.1K | 0.04% | 00.0% | Unchanged |
| McMahon Financial Advisors, LLC | 376 | $58.8K | 0.01% | +376 | New |
| Avalon Trust Co | 383 | $60.0K | 0.00% | −1,000−72.3% | Reduced |
| Mowery & Schoenfeld Wealth Management, LLC | 385 | $60.2K | 0.09% | 00.0% | Unchanged |
| Tacita Capital Inc | 389 | $60.8K | 0.04% | −70−15.3% | Reduced |
| DHJJ Financial Advisors, Ltd. | 407 | $63.7K | 0.03% | +201+97.6% | Added |
| Kiely Wealth Advisory Group, Inc. | 444 | $64.2K | 0.04% | 00.0% | Unchanged |
| Quarry LP | 411 | $64.3K | 0.03% | +260+172.2% | Added |
| Harvest Fund Management Co., Ltd | 425 | $66.0K | 0.00% | −5−1.2% | Reduced |
| Delos Wealth Advisors, LLC | 428 | $67.0K | 0.06% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 429 | $67.0K | 0.02% | −195−31.3% | Reduced |
| NVWM, LLC | 444 | $69.5K | 0.02% | +172+63.2% | Added |
| Cedar Mountain Advisors, LLC | 447 | $69.9K | 0.02% | −18−3.9% | Reduced |
| Western Pacific Wealth Management, LP | 447 | $70.0K | 0.05% | +240+115.9% | Added |
| Canton Hathaway, LLC | 449 | $70.0K | 0.02% | 00.0% | Unchanged |
| Breakwater Investment Management | 453 | $70.9K | 0.03% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 459 | $71.8K | 0.03% | 00.0% | Unchanged |
| POM Investment Strategies, LLC | 461 | $72.0K | 0.06% | +260+129.4% | Added |
| Burkett Financial Services, LLC | 463 | $72.5K | 0.04% | +4+0.9% | Added |
| Ramirez Asset Management, Inc. | 464 | $72.6K | 0.01% | 00.0% | Unchanged |
| Chris Bulman Inc | 485 | $75.9K | 0.05% | +485 | New |
| Briaud Financial Planning, Inc | 487 | $76.0K | 0.04% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 490 | $76.6K | 0.01% | 00.0% | Unchanged |
| Annapolis Financial Services, LLC | 495 | $77.4K | 0.03% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 499 | $78.1K | 0.02% | 00.0% | Unchanged |
| Louisbourg Investments Inc. | 500 | $78.2K | 0.02% | 00.0% | Unchanged |
| Fairman Group, LLC | 512 | $80.1K | 0.08% | 00.0% | Unchanged |