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 |
|---|---|---|---|---|---|
| Barry Investment Advisors, LLC | 4,094 | $640.4K | 0.22% | +15+0.4% | Added |
| Redwood Financial Network Corp | 4,095 | $640.5K | 0.54% | +503+14.0% | Added |
| Professional Advisory Services Inc | 4,100 | $641.0K | 0.09% | −72−1.7% | Reduced |
| Pointe Capital Management LLC | 4,100 | $641.3K | 0.40% | −17−0.4% | Reduced |
| Ellenbecker Investment Group | 4,103 | $641.8K | 0.13% | −243−5.6% | Reduced |
| Evernest Financial Advisors, LLC | 4,107 | $642.4K | 0.29% | −361−8.1% | Reduced |
| Latitude Advisors, LLC | 4,107 | $642.4K | 0.39% | +22+0.5% | Added |
| Guinness Atkinson Asset Management Inc | 4,116 | $643.8K | 0.32% | +828+25.2% | Added |
| Shilanski & Associates, Inc. | 4,119 | $644.4K | 0.22% | −15−0.4% | Reduced |
| Inspire Advisors, LLC | 4,124 | $645.1K | 0.09% | +55+1.4% | Added |
| Mosley Wealth Management | 4,125 | $645.2K | 0.55% | +10+0.2% | Added |
| Root Financial Partners, LLC | 4,128 | $645.7K | 0.15% | −89−2.1% | Reduced |
| Altiora Financial Group, LLC | 4,130 | $646.0K | 0.16% | 00.0% | Unchanged |
| Horan Capital Advisors, LLC. | 4,136 | $647.0K | 0.23% | 00.0% | Unchanged |
| NorthStar Asset Management LLC | 4,138 | $647.2K | 0.45% | −74−1.8% | Reduced |
| Outfitter Financial LLC | 4,148 | $648.8K | 0.54% | −900−17.8% | Reduced |
| Silver Coast Investments LLC | 4,154 | $649.8K | 0.27% | +137+3.4% | Added |
| New Republic Capital, LLC | 4,158 | $650.4K | 0.33% | +443+11.9% | Added |
| Institute for Wealth Management, LLC. | 4,159 | $650.5K | 0.09% | −62−1.5% | Reduced |
| Roberts Wealth Advisors, LLC | 4,258 | $651.4K | 0.22% | +699+19.6% | Added |
| Savvy Advisors, Inc. | 4,166 | $651.7K | 0.21% | +1,363+48.6% | Added |
| Saxony Capital Management, LLC | 4,175 | $653.0K | 0.72% | +149+3.7% | Added |
| Fox Hill Wealth Management | 4,180 | $653.8K | 0.40% | +31+0.7% | Added |
| Tanglewood Legacy Advisors, LLC | 4,180 | $653.8K | 0.31% | −392−8.6% | Reduced |
| Arrowroot Family Office, LLC | 4,185 | $654.7K | 0.42% | −3−0.1% | Reduced |
| RDA Financial Network | 4,192 | $655.7K | 0.21% | +82+2.0% | Added |
| Fractal Investments LLC | 4,200 | $657.0K | 0.11% | 00.0% | Unchanged |
| Leisure Capital Management | 4,208 | $658.2K | 0.31% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 4,211 | $658.7K | 0.30% | −328−7.2% | Reduced |
| Mill Creek Capital Advisors, LLC | 4,214 | $659.2K | 0.02% | +131+3.2% | Added |
| Univest Financial Corp | 4,219 | $659.9K | 0.18% | −34−0.8% | Reduced |
| Sivia Capital Partners, LLC | 4,222 | $660.4K | 0.44% | +470+12.5% | Added |
| WNY Asset Management, LLC | 4,224 | $660.6K | 0.09% | −92−2.1% | Reduced |
| Exchange Capital Management, Inc. | 4,230 | $661.7K | 0.11% | −101−2.3% | Reduced |
| Operose Advisors LLC | 4,242 | $663.5K | 0.23% | −224−5.0% | Reduced |
| Nova R Wealth, Inc. | 4,243 | $663.6K | 0.34% | +32+0.8% | Added |
| Phoenix Wealth Advisors | 4,243 | $663.7K | 0.33% | +2,590+156.7% | Added |
| Sutton Place Investors LLC | 4,249 | $664.6K | 0.44% | −12,255−74.3% | Reduced |
| Fiduciary Family Office, LLC | 4,249 | $664.6K | 0.26% | −29−0.7% | Reduced |
| Kapstone Financial Advisors LLC | 4,255 | $665.6K | 0.44% | −42−1.0% | Reduced |
| JNBA Financial Advisors | 4,260 | $666.4K | 0.07% | 00.0% | Unchanged |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 4,266 | $667.3K | 0.25% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 4,268 | $667.6K | 0.24% | +3+0.1% | Added |
| Ellevest, Inc. | 4,270 | $667.9K | 0.04% | +4,270 | New |
| McRae Capital Management Inc | 4,271 | $668.1K | 0.15% | 00.0% | Unchanged |
| CWS Financial Advisors, LLC | 4,281 | $669.6K | 0.26% | −1,271−22.9% | Reduced |
| Fusion Capital, LLC | 4,286 | $670.4K | 0.31% | −927−17.8% | Reduced |
| Security National Bank | 4,290 | $671.0K | 0.10% | 00.0% | Unchanged |
| Ruggaard & Associates LLC | 4,301 | $672.8K | 0.31% | +20.0% | Added |
| Winthrop Advisory Group LLC | 4,301 | $672.8K | 0.09% | +316+7.9% | Added |
| J. L. Bainbridge & Co., Inc. | 4,302 | $672.9K | 0.07% | −172−3.8% | Reduced |
| LongView Wealth Management | 4,305 | $673.3K | 0.25% | −709−14.1% | Reduced |
| Carderock Capital Management Inc | 4,307 | $673.7K | 0.18% | 00.0% | Unchanged |
| Alpha Family Trust | 4,330 | $677.3K | 0.40% | 00.0% | Unchanged |
| Advisory Resource Group | 4,340 | $678.8K | 0.15% | −136−3.0% | Reduced |
| FMB Wealth Management | 4,344 | $679.5K | 0.52% | −6−0.1% | Reduced |
| HBW Advisory Services LLC | 4,359 | $681.8K | 0.11% | +142+3.4% | Added |
| AF Advisors, Inc. | 4,370 | $683.6K | 0.13% | 00.0% | Unchanged |
| Harbor Advisors LLC | 4,372 | $683.9K | 0.13% | 00.0% | Unchanged |
| Gemmer Asset Management LLC | 4,376 | $684.5K | 0.07% | +347+8.6% | Added |
| Ironsides Asset Advisors, LLC | 4,381 | $685.4K | 0.23% | +10+0.2% | Added |
| Atticus Wealth Management, LLC | 4,382 | $685.4K | 0.22% | −15−0.3% | Reduced |
| Defined Wealth Management, LLC | 4,383 | $685.6K | 0.48% | +46+1.1% | Added |
| Orrstown Financial Services Inc | 4,384 | $685.7K | 0.36% | +90+2.1% | Added |
| Genesee Capital Advisors, LLC | 4,385 | $685.8K | 0.34% | +78+1.8% | Added |
| Stiles Financial Services Inc | 4,392 | $687.2K | 0.26% | −178−3.9% | Reduced |
| Ambassador Advisors, LLC | 4,396 | $687.6K | 0.12% | +252+6.1% | Added |
| Cherry Creek Investment Advisors, Inc. | 4,400 | $688.2K | 0.36% | −306−6.5% | Reduced |
| Sheets Smith Wealth Management | 4,412 | $690.1K | 0.08% | −82−1.8% | Reduced |
| Coastal Bridge Advisors, LLC | 4,416 | $690.8K | 0.17% | −861−16.3% | Reduced |
| First Heartland Consultants, Inc. | 4,425 | $692.0K | 0.07% | +9+0.2% | Added |
| Hanson & Doremus Investment Management | 4,431 | $693.0K | 0.12% | +242+5.8% | Added |
| Hummer Financial Advisory Services Inc | 4,433 | $693.4K | 0.60% | −250−5.3% | Reduced |
| Northwest Bank & Trust Co | 4,440 | $694.4K | 0.58% | +6+0.1% | Added |
| KRS Capital Management, LLC | 4,458 | $697.3K | 0.52% | −292−6.1% | Reduced |
| St. Louis Trust Co | 4,459 | $697.5K | 0.11% | −75−1.7% | Reduced |
| Regent Peak Wealth Advisors LLC | 4,460 | $697.7K | 0.17% | +110+2.5% | Added |
| Versant Capital Management, Inc | 4,463 | $698.2K | 0.18% | +364+8.9% | Added |
| Act Wealth Management, LLC | 4,470 | $699.2K | 0.34% | +171+4.0% | Added |
| Horan Securities, Inc. | 4,473 | $699.7K | 0.30% | +1,363+43.8% | Added |
| Affinity Capital Advisors, LLC | 4,474 | $699.8K | 0.15% | +673+17.7% | Added |
| Constitution Capital LLC | 4,476 | $700.1K | 0.37% | +2,000+80.8% | Added |
| McElhenny Sheffield Capital Management, LLC | 4,482 | $701.1K | 0.24% | +7+0.2% | Added |
| Bremer Bank National Association | 4,486 | $701.7K | 0.14% | −342−7.1% | Reduced |
| Howard Capital Management Group, LLC | 4,492 | $702.6K | 0.05% | +178+4.1% | Added |
| Royal Fund Management, LLC | 4,490 | $702.7K | 0.09% | −1,732−27.8% | Reduced |
| Fortitude Advisory Group L.L.C. | 4,497 | $703.5K | 0.42% | −236−5.0% | Reduced |
| CM Wealth Advisors LLC | 4,500 | $703.9K | 0.33% | −727−13.9% | Reduced |
| Hibernia Wealth Partners, LLC | 4,501 | $704.2K | 0.25% | +2,806+165.5% | Added |
| SOL Capital Management CO | 4,514 | $706.0K | 0.08% | +780+20.9% | Added |
| LJI Wealth Management, LLC | 4,518 | $706.7K | 0.16% | −100−2.2% | Reduced |
| Fidelity D & D Bancorp Inc | 4,522 | $707.3K | 0.54% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 4,525 | $707.7K | 0.15% | −8−0.2% | Reduced |
| Talisman Wealth Advisors LLC | 4,527 | $708.1K | 0.82% | +110+2.5% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 4,533 | $709.0K | 0.20% | +2,139+89.3% | Added |
| Well Done, LLC | 4,533 | $709.1K | 0.15% | +102+2.3% | Added |
| Onefund, LLC | 4,539 | $710.0K | 0.77% | +75+1.7% | Added |
| Aberdeen Wealth Management LLC | 4,542 | $710.5K | 0.48% | −1,500−24.8% | Reduced |
| Pingora Partners LLC | 4,548 | $711.4K | 0.50% | −300−6.2% | Reduced |
| Elevatus Welath Management | 4,549 | $711.6K | 0.27% | +1,081+31.2% | Added |