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, 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 | 4,143 | $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 |
|---|---|---|---|---|---|
| BSW Wealth Partners | 3,671 | $574.3K | 0.09% | −17−0.5% | Reduced |
| ODonnell Financial Services, LLC | 3,672 | $574.4K | 0.26% | +195+5.6% | Added |
| Dorchester Wealth Management Co | 3,680 | $575.6K | 0.11% | −395−9.7% | Reduced |
| Almanack Investment Partners, LLC. | 3,683 | $576.1K | 0.10% | +25+0.7% | Added |
| Stonebrook Private Inc. | 3,685 | $576.4K | 0.17% | −1,615−30.5% | Reduced |
| Sterling Investment Counsel, LLC | 3,690 | $577.2K | 0.23% | −223−5.7% | Reduced |
| Renaissance Investment Group LLC | 3,779 | $578.1K | 0.13% | −687−15.4% | Reduced |
| ASB Consultores, LLC | 3,697 | $578.3K | 0.21% | −2,112−36.4% | Reduced |
| Sage Rhino Capital LLC | 3,699 | $578.6K | 0.14% | +92+2.6% | Added |
| Vaughan & Co Securities, Inc. | 3,699 | $578.6K | 0.36% | +218+6.3% | Added |
| Strait & Sound Wealth Management LLC | 3,701 | $578.9K | 0.30% | −193−5.0% | Reduced |
| Mustard Seed Financial, LLC | 3,709 | $580.2K | 0.56% | 00.0% | Unchanged |
| Riversedge Advisors, LLC | 3,712 | $580.6K | 0.14% | +34+0.9% | Added |
| Perritt Capital Management Inc | 3,714 | $581.0K | 0.32% | +114+3.2% | Added |
| Abacus Wealth Partners, LLC | 3,723 | $582.4K | 0.10% | +52+1.4% | Added |
| Occidental Asset Management, LLC | 3,727 | $583.0K | 0.10% | +1,399+60.1% | Added |
| TCP Asset Management, LLC | 3,728 | $583.1K | 0.15% | 00.0% | Unchanged |
| Quantum Private Wealth, LLC | 3,733 | $583.9K | 0.21% | +9+0.2% | Added |
| Foster Group, Inc. | 3,735 | $584.2K | 0.02% | +215+6.1% | Added |
| Guardian Asset Advisors, LLC | 3,731 | $584.3K | 0.43% | +1,118+42.8% | Added |
| Rice Hall James & Associates, LLC | 3,737 | $584.5K | 0.04% | 00.0% | Unchanged |
| Aspen Grove Capital, LLC | 3,737 | $584.7K | 0.14% | +628+20.2% | Added |
| Schwarz Dygos Wheeler Investment Advisors LLC | 3,741 | $585.2K | 0.16% | +35+0.9% | Added |
| Overbrook Management Corp | 3,742 | $585.3K | 0.15% | −266−6.6% | Reduced |
| MJP Associates Inc | 3,746 | $586.0K | 0.12% | −31−0.8% | Reduced |
| America First Investment Advisors, LLC | 3,748 | $586.3K | 0.14% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 3,749 | $586.4K | 0.14% | −381−9.2% | Reduced |
| Jackson Square Capital, LLC | 3,749 | $586.4K | 0.14% | −344−8.4% | Reduced |
| Kingdom Financial Group LLC. | 3,755 | $587.3K | 0.40% | −375−9.1% | Reduced |
| Hyperion Partners, LLC | 3,756 | $587.5K | 0.42% | +17+0.5% | Added |
| Vance Wealth, Inc. | 3,764 | $588.7K | 0.24% | −60−1.6% | Reduced |
| Harel Insurance Investments & Financial Services Ltd. | 3,765 | $589.0K | 0.01% | −343−8.3% | Reduced |
| Granite Harbor Advisors, Inc. | 3,772 | $590.0K | 0.37% | +1,121+42.3% | Added |
| Alera Investment Advisors, LLC | 3,773 | $590.2K | 0.07% | −2,492−39.8% | Reduced |
| Teamwork Financial Advisors, LLC | 3,774 | $590.2K | 0.09% | −6,567−63.5% | Reduced |
| Fairfield Financial Advisors, LTD | 3,778 | $590.9K | 0.21% | +3,778 | New |
| Sherbrooke Park Advisers LLC | 3,779 | $591.1K | 0.10% | +2,063+120.2% | Added |
| Asset Advisors Investment Management, LLC | 3,781 | $591.4K | 0.06% | +3,781 | New |
| Kades & Cheifetz LLC | 3,782 | $591.6K | 0.37% | −46−1.2% | Reduced |
| Purus Wealth Management, LLC | 3,799 | $594.2K | 0.26% | +31+0.8% | Added |
| Capital Market Strategies LLC | 3,805 | $595.2K | 0.38% | +194+5.4% | Added |
| FDx Advisors, Inc. | 3,810 | $596.0K | 0.16% | −18,731−83.1% | Reduced |
| Cowa, LLC | 3,811 | $596.3K | 0.32% | +300+8.5% | Added |
| Roberts Glore & Co Inc | 3,813 | $596.4K | 0.18% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 3,835 | $599.9K | 0.36% | −13,448−77.8% | Reduced |
| Breakwater Capital Group | 3,841 | $600.8K | 0.14% | +1,133+41.8% | Added |
| Matthew Goff Investment Advisor, LLC | 3,844 | $601.2K | 0.12% | 00.0% | Unchanged |
| Sachetta, LLC | 3,769 | $601.4K | 0.26% | +340+9.9% | Added |
| Helen Stephens Group, LLC | 3,845 | $601.4K | 0.21% | +10.0% | Added |
| Clare Market Investments LLC | 3,848 | $601.8K | 0.17% | +23+0.6% | Added |
| Smith Thornton Advisors LLC | 3,851 | $602.4K | 0.44% | +3,851 | New |
| Berger Financial Group, Inc | 3,854 | $602.8K | 0.05% | +549+16.6% | Added |
| Maryland Capital Advisors Inc. | 3,856 | $603.2K | 0.32% | 00.0% | Unchanged |
| Solidarilty Wealth, LLC | 3,857 | $603.3K | 0.18% | −8,767−69.4% | Reduced |
| Northern Capital Management, Inc. | 3,857 | $603.3K | 0.40% | −31−0.8% | Reduced |
| Prosperity Financial Group, Inc. | 3,861 | $603.9K | 0.38% | −22−0.6% | Reduced |
| Deseret Mutual Benefit Administrators | 3,867 | $604.9K | 0.28% | +307+8.6% | Added |
| Mountain Pacific Investment Advisers Inc | 3,890 | $608.5K | 0.05% | −705−15.3% | Reduced |
| Cornerstone Capital, Inc. | 3,891 | $608.6K | 0.06% | 00.0% | Unchanged |
| Summit Asset Management, LLC | 3,906 | $611.0K | 0.13% | −135−3.3% | Reduced |
| Xcel Wealth Management, LLC | 3,917 | $612.7K | 0.19% | +170+4.5% | Added |
| First Dallas Securities Inc. | 3,917 | $612.8K | 0.27% | +11+0.3% | Added |
| Guidance Capital, Inc | 3,822 | $613.3K | 0.20% | −130−3.3% | Reduced |
| Visionary Horizons, LLC | 3,928 | $614.4K | 0.45% | 00.0% | Unchanged |
| Unique Wealth Strategies, LLC | 3,913 | $617.2K | 0.29% | 00.0% | Unchanged |
| R.m.sincerbeaux Capital Management LLC | 3,950 | $617.9K | 0.41% | −500−11.2% | Reduced |
| Bernardo Wealth Planning LLC | 3,951 | $618.0K | 0.17% | +38+1.0% | Added |
| Trillium Asset Management, LLC | 3,948 | $618.0K | 0.02% | 00.0% | Unchanged |
| Quent Capital, LLC | 3,956 | $618.7K | 0.07% | −534−11.9% | Reduced |
| HF Advisory Group, LLC | 3,962 | $619.7K | 0.32% | +533+15.5% | Added |
| Agate Pass Investment Management, LLC | 3,962 | $619.7K | 0.33% | +28+0.7% | Added |
| Brave Asset Management Inc | 3,964 | $620.0K | 0.16% | −208−5.0% | Reduced |
| Cladis Investment Advisory, LLC | 3,965 | $620.2K | 0.45% | −66−1.6% | Reduced |
| S. R. Schill & Associates | 3,967 | $620.5K | 0.27% | −4,473−53.0% | Reduced |
| JJJ Advisors Inc. | 3,970 | $621.0K | 0.13% | −278−6.5% | Reduced |
| MGB Wealth Management, LLC | 3,992 | $621.1K | 0.23% | −505−11.2% | Reduced |
| Duff & Phelps Investment Management Co | 3,980 | $622.6K | 0.01% | −16,226−80.3% | Reduced |
| Klingman & Associates, LLC | 3,993 | $624.6K | 0.04% | +313+8.5% | Added |
| Hobbs Group Advisors, LLC | 3,994 | $624.7K | 0.24% | +3,994 | New |
| Laidlaw Wealth Management LLC | 3,994 | $624.7K | 0.34% | −79−1.9% | Reduced |
| Boit C F David | 4,000 | $625.7K | 0.33% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 4,012 | $627.6K | 0.04% | +4,012 | New |
| Greenfield Seitz Capital Management, LLC | 4,021 | $629.0K | 0.23% | −22−0.5% | Reduced |
| Capital Square, LLC | 4,008 | $629.3K | 0.41% | −182−4.3% | Reduced |
| Cornerstone Advisory, LLC | 4,030 | $630.4K | 0.09% | −2,234−35.7% | Reduced |
| Salomon & Ludwin, LLC | 4,031 | $630.5K | 0.07% | −956−19.2% | Reduced |
| Firethorn Wealth Partners, LLC | 4,035 | $631.2K | 0.36% | +276+7.3% | Added |
| Carolinas Wealth Consulting LLC | 4,038 | $631.5K | 0.12% | +459+12.8% | Added |
| Red Lighthouse Investment Management, LLC | 4,039 | $631.8K | 0.26% | −3−0.1% | Reduced |
| Custom Portfolio Group LLC | 4,108 | $632.1K | 0.50% | −100−2.4% | Reduced |
| Werba Rubin Papier Wealth Management | 4,053 | $634.0K | 0.18% | +1,855+84.4% | Added |
| First National Corp | 4,061 | $635.2K | 0.15% | 00.0% | Unchanged |
| Vision Capital Management, Inc. | 4,066 | $636.0K | 0.09% | 00.0% | Unchanged |
| Lazari Capital Management, Inc. | 4,067 | $636.1K | 0.29% | +761+23.0% | Added |
| Abel Hall, LLC | 4,068 | $636.3K | 0.45% | +152+3.9% | Added |
| iA Global Asset Management Inc. | 4,070 | $637.0K | 0.01% | −6,251−60.6% | Reduced |
| Clarity Wealth Advisors, LLC | 4,075 | $637.5K | 0.21% | −120−2.9% | Reduced |
| Shepherd Financial Partners LLC | 4,078 | $637.9K | 0.08% | +50+1.2% | Added |
| Sloy Dahl & Holst, LLC | 4,087 | $639.3K | 0.13% | 00.0% | Unchanged |
| JT Stratford LLC | 4,094 | $640.4K | 0.12% | −37−0.9% | Reduced |