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 |
|---|---|---|---|---|---|
| Ontario Teachers Pension Plan Board | 4,551 | $711.9K | 0.01% | +4,551 | New |
| JB Capital LLC | 4,557 | $712.9K | 0.04% | −431−8.6% | Reduced |
| Lynx Investment Advisory | 4,560 | $713.3K | 0.53% | +4,560 | New |
| Sterling Financial Group, Inc. | 4,561 | $713.4K | 0.32% | 00.0% | Unchanged |
| Saranac Partners Ltd | 4,566 | $714.2K | 0.43% | −717−13.6% | Reduced |
| Vantage Consulting Group Inc | 4,577 | $715.9K | 0.53% | −179−3.8% | Reduced |
| Summit Global Investments | 4,587 | $717.0K | 0.05% | −14,173−75.5% | Reduced |
| Newbridge Financial Services Group, Inc. | 4,585 | $717.2K | 0.27% | −216−4.5% | Reduced |
| Opus Capital Group, LLC | 4,592 | $718.0K | 0.10% | −183−3.8% | Reduced |
| Cornerstone National Bank & Trust Co | 4,596 | $718.9K | 0.35% | +284+6.6% | Added |
| General Partner, Inc. | 4,610 | $721.1K | 0.46% | +17+0.4% | Added |
| First Western Trust Bank | 4,617 | $722.2K | 0.03% | −461−9.1% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 4,626 | $723.7K | 0.29% | −547−10.6% | Reduced |
| Coastwise Capital Group, LLC | 4,632 | $724.5K | 0.69% | +230+5.2% | Added |
| Stevens Capital Management LP | 4,634 | $725.0K | 0.25% | −7,089−60.5% | Reduced |
| Stony Point Wealth Management Inc. | 4,645 | $726.5K | 0.32% | +20.0% | Added |
| Evermay Wealth Management LLC | 4,647 | $726.9K | 0.12% | +294+6.8% | Added |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 4,651 | $727.6K | 0.01% | +15+0.3% | Added |
| Merriman Wealth Management, LLC | 4,652 | $727.6K | 0.03% | −277−5.6% | Reduced |
| Van Den Berg Management I, Inc | 4,658 | $728.6K | 0.22% | −10.0% | Reduced |
| Hohimer Wealth Management, LLC | 4,669 | $730.3K | 0.17% | −55−1.2% | Reduced |
| First National Bank Sioux Falls | 4,676 | $731.4K | 0.38% | −41−0.9% | Reduced |
| Monterey Private Wealth, Inc. | 4,679 | $732.0K | 0.27% | +260+5.9% | Added |
| Mainsail Financial Group, LLC | 4,680 | $732.0K | 0.43% | +276+6.3% | Added |
| Voya Financial Advisors, Inc. | 4,685 | $732.4K | 0.08% | −2,825−37.6% | Reduced |
| Wayfinding Financial, LLC | 4,688 | $733.0K | 0.41% | −1,427−23.3% | Reduced |
| Ballew Advisors, Inc | 4,639 | $733.1K | 0.49% | −11−0.2% | Reduced |
| AlphaQ Advisors LLC | 4,690 | $733.6K | 2.17% | −815−14.8% | Reduced |
| BOK Financial Private Wealth, Inc. | 4,690 | $733.6K | 0.05% | 00.0% | Unchanged |
| Eldridge Investment Advisors, Inc. | 4,700 | $735.0K | 0.19% | +11+0.2% | Added |
| Alta Advisers Ltd | 4,700 | $735.2K | 0.35% | 00.0% | Unchanged |
| Prairie Wealth Advisors, Inc. | 4,709 | $736.6K | 0.37% | −756−13.8% | Reduced |
| Appleton Partners Inc | 4,709 | $737.0K | 0.06% | −310−6.2% | Reduced |
| Advus Financial Partners, LLC | 4,727 | $739.4K | 0.23% | −46−1.0% | Reduced |
| Elite Wealth Management, Inc. | 4,737 | $741.0K | 0.16% | 00.0% | Unchanged |
| Safeguard Investment Advisory Group, LLC | 4,744 | $742.1K | 0.23% | +58+1.2% | Added |
| Sprinkle Financial Consultants LLC | 4,763 | $745.0K | 0.59% | −152−3.1% | Reduced |
| Cottonwood Capital Advisors, LLC | 4,871 | $745.2K | 0.58% | −134−2.7% | Reduced |
| Moulton Wealth Management, Inc | 4,846 | $745.4K | 0.68% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 4,775 | $747.1K | 0.33% | +243+5.4% | Added |
| Vista Wealth Management Group, LLC | 4,790 | $749.3K | 0.05% | +238+5.2% | Added |
| SCP Investment, LP | 4,800 | $750.8K | 0.48% | 00.0% | Unchanged |
| Semmax Financial Advisors Inc. | 5,209 | $750.9K | 0.23% | +932+21.8% | Added |
| Veracity Capital LLC | 4,816 | $753.3K | 0.31% | −285−5.6% | Reduced |
| James Hambro & Partners | 4,817 | $753.5K | 0.04% | −79−1.6% | Reduced |
| Paulson Wealth Management Inc. | 4,821 | $754.1K | 0.22% | −78−1.6% | Reduced |
| Advisor OS, LLC | 4,821 | $754.2K | 0.08% | −550−10.2% | Reduced |
| HTG Investment Advisors, Inc. | 4,831 | $755.7K | 0.41% | +48+1.0% | Added |
| United Advisor Group, LLC | 4,832 | $755.8K | 0.23% | +1,786+58.6% | Added |
| W.H. Cornerstone Investments Inc. | 4,832 | $756.0K | 0.54% | +506+11.7% | Added |
| SYSTM Wealth Solutions LLC | 4,834 | $756.1K | 0.17% | −5,653−53.9% | Reduced |
| Mattern Capital Management, LLC | 4,837 | $756.6K | 0.10% | +788+19.5% | Added |
| Kolinsky Wealth Management, LLC | 4,837 | $756.6K | 0.54% | +440+10.0% | Added |
| Clear Rock Advisors, LLC | 4,844 | $757.7K | 0.32% | 00.0% | Unchanged |
| Aviso Financial Inc. | 4,851 | $758.8K | 0.04% | +4,851 | New |
| Cedrus LLC | 4,866 | $761.1K | 0.38% | +739+17.9% | Added |
| Consolidated Portfolio Review Corp | 4,873 | $762.2K | 0.18% | +3,181+188.0% | Added |
| Hutner Capital Management Inc | 4,875 | $762.5K | 0.42% | +500+11.4% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,883 | $763.8K | 0.08% | −615−11.2% | Reduced |
| Central Bank & Trust Co | 4,884 | $763.9K | 0.11% | −1,686−25.7% | Reduced |
| Michael B. Yongue | 4,898 | $766.1K | 0.66% | +408+9.1% | Added |
| Atwood & Palmer Inc | 4,903 | $766.9K | 0.06% | −100−2.0% | Reduced |
| Sierra Capital LLC | 4,905 | $767.0K | 0.10% | 00.0% | Unchanged |
| Sterling Wealth Management, Inc. | 4,907 | $767.5K | 0.36% | −75−1.5% | Reduced |
| Fca Corp | 4,907 | $767.6K | 0.25% | +32+0.7% | Added |
| SeaBridge Investment Advisors LLC | 4,924 | $770.2K | 0.20% | −5,053−50.6% | Reduced |
| Baker Tilly Wealth Management, LLC | 4,929 | $771.0K | 0.32% | −6,083−55.2% | Reduced |
| Chapman Investment Management, LLC | 4,951 | $774.4K | 0.59% | −162−3.2% | Reduced |
| Callan Capital, LLC | 4,953 | $774.8K | 0.06% | +2,541+105.3% | Added |
| Chesapeake Asset Management LLC | 4,961 | $776.0K | 0.74% | −278−5.3% | Reduced |
| Smallwood Wealth Investment Management, LLC | 4,965 | $776.6K | 0.60% | +159+3.3% | Added |
| W Advisors, LLC | 4,985 | $779.8K | 0.51% | −595−10.7% | Reduced |
| Hoey Investments, Inc | 4,998 | $781.8K | 0.15% | −563−10.1% | Reduced |
| American Assets Inc | 5,000 | $782.1K | 0.29% | 00.0% | Unchanged |
| Opus Investment Management Inc | 5,000 | $782.1K | 0.51% | 00.0% | Unchanged |
| Scientech Research LLC | 5,003 | $782.6K | 0.16% | +2,849+132.3% | Added |
| Regatta Capital Group, LLC | 5,004 | $782.6K | 0.17% | −290−5.5% | Reduced |
| Addison Advisors LLC | 5,014 | $784.2K | 0.25% | +137+2.8% | Added |
| Retirement Guys Formula LLC | 5,023 | $785.7K | 0.38% | +378+8.1% | Added |
| Nichols & Pratt Advisers LLP | 5,027 | $786.3K | 0.05% | 00.0% | Unchanged |
| Aviso Wealth Management | 5,037 | $787.9K | 0.47% | −1,554−23.6% | Reduced |
| Beacon Capital Management, LLC | 5,039 | $788.3K | 0.15% | +160+3.3% | Added |
| Mosaic Family Wealth Partners, LLC | 5,047 | $789.4K | 0.13% | −476−8.6% | Reduced |
| Wedgewood Investors Inc | 5,101 | $797.9K | 0.95% | +5,101 | New |
| Total Wealth Planning, LLC | 5,060 | $798.3K | 0.13% | −66−1.3% | Reduced |
| Wealthquest Corp | 5,104 | $798.4K | 0.09% | +61+1.2% | Added |
| Consilium Wealth Advisory, LLC | 5,113 | $799.7K | 0.44% | +1,351+35.9% | Added |
| LifeSteps Financial, Inc. | 5,127 | $801.9K | 0.66% | 00.0% | Unchanged |
| Brandywine Trust Co | 5,129 | $802.3K | 0.13% | 00.0% | Unchanged |
| Cross Staff Investments Inc | 5,139 | $803.9K | 0.67% | 00.0% | Unchanged |
| Yeomans Consulting Group, Inc. | 5,140 | $804.0K | 0.31% | +3,771+275.5% | Added |
| WorthPointe, LLC | 5,144 | $804.6K | 0.37% | +10.0% | Added |
| Greenwood Gearhart Inc | 5,145 | $804.8K | 0.08% | −200−3.7% | Reduced |
| Edge Wealth Management LLC | 5,146 | $804.9K | 0.17% | −15−0.3% | Reduced |
| First Business Financial Services, Inc. | 5,147 | $805.1K | 0.09% | −422−7.6% | Reduced |
| Lakeridge Wealth Management LLC | 5,150 | $805.5K | 0.48% | −197−3.7% | Reduced |
| Seelaus Asset Management LLC | 5,150 | $805.6K | 0.82% | −100−1.9% | Reduced |
| Aspire Capital Advisors LLC | 5,152 | $805.9K | 0.26% | −10.0% | Reduced |
| Fortune 45 LLC | 5,153 | $806.2K | 0.61% | −15−0.3% | Reduced |
| Centennial Wealth Advisory LLC | 5,154 | $806.2K | 0.35% | −603−10.5% | Reduced |