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 |
|---|---|---|---|---|---|
| Gerber Kawasaki Wealth & Investment Management | 5,168 | $808.5K | 0.04% | +29+0.6% | Added |
| Fulcrum Equity Management | 5,174 | $809.3K | 0.73% | +905+21.2% | Added |
| Concentric Capital Strategies, LP | 5,186 | $811.2K | 0.05% | +5,186 | New |
| KC Investment Advisors, LLC | 5,186 | $811.2K | 0.40% | −252−4.6% | Reduced |
| Diamant Asset Management, Inc. | 5,190 | $811.8K | 0.54% | +474+10.1% | Added |
| Cromwell Holdings LLC | 5,195 | $812.6K | 0.49% | +5,195 | New |
| Hilltop Partners LLC | 5,206 | $814.3K | 0.30% | +1,274+32.4% | Added |
| Meadow Creek Wealth Advisors LLC | 5,208 | $814.6K | 0.77% | +415+8.7% | Added |
| Tanager Wealth Management LLP | 5,209 | $814.8K | 0.12% | 00.0% | Unchanged |
| Octavia Wealth Advisors, LLC | 5,217 | $816.1K | 0.11% | +301+6.1% | Added |
| Powers Advisory Group, LLC | 5,218 | $816.2K | 0.45% | +132+2.6% | Added |
| Glen Eagle Advisors, LLC | 5,222 | $816.8K | 0.15% | −361−6.5% | Reduced |
| William B. Walkup & Associates, Inc. | 5,234 | $818.7K | 0.54% | +5,234 | New |
| ArrowMark Colorado Holdings LLC | 5,238 | $819.3K | 0.01% | 00.0% | Unchanged |
| Accredited Investors Inc. | 5,238 | $819.4K | 0.05% | +555+11.9% | Added |
| Copperwynd Financial, LLC | 5,110 | $820.1K | 0.27% | +696+15.8% | Added |
| Auxano Advisors, LLC | 5,246 | $820.6K | 0.23% | −81−1.5% | Reduced |
| Keynote Financial Services LLC | 5,248 | $820.9K | 0.69% | 00.0% | Unchanged |
| Aletheian Wealth Advisors LLC | 5,249 | $821.1K | 0.43% | +273+5.5% | Added |
| Mendel Capital Management LLC | 5,250 | $821.3K | 0.53% | +42+0.8% | Added |
| Winch Advisory Services, LLC | 5,251 | $821.4K | 0.23% | +307+6.2% | Added |
| Samalin Investment Counsel, LLC | 5,268 | $824.0K | 0.39% | −459−8.0% | Reduced |
| NWF Advisory Services Inc. | 5,279 | $825.8K | 0.13% | +761+16.8% | Added |
| Hardin Capital Partners, LLC | 5,281 | $826.1K | 0.54% | +5,281 | New |
| Cassady Schiller Wealth Management, LLC | 5,282 | $826.3K | 0.34% | −33−0.6% | Reduced |
| Barlow Wealth Partners, Inc. | 5,331 | $826.7K | 0.11% | +10.0% | Added |
| Wealth Dimensions Group, Ltd. | 5,291 | $827.6K | 0.24% | −31−0.6% | Reduced |
| Legacy Wealth Asset Management, LLC | 5,312 | $830.9K | 0.23% | −1,071−16.8% | Reduced |
| First Financial Corp | 5,325 | $832.9K | 0.42% | −45−0.8% | Reduced |
| Motiv8 Investments LLC | 5,328 | $833.4K | 0.62% | +93+1.8% | Added |
| Creative Financial Designs Inc | 5,332 | $834.1K | 0.07% | +540+11.3% | Added |
| Green Harvest Asset Management LLC | 5,334 | $834.3K | 0.02% | −122−2.2% | Reduced |
| Relyea Zuckerberg Hanson LLC | 5,335 | $834.5K | 0.14% | +312+6.2% | Added |
| CPA Asset Management LLC | 5,353 | $837.2K | 0.45% | +8+0.1% | Added |
| Kingfisher Capital LLC | 5,358 | $838.0K | 0.20% | +10+0.2% | Added |
| Armstrong Advisory Group, Inc | 5,359 | $838.3K | 0.07% | +685+14.7% | Added |
| Islay Capital Management, LLC | 5,363 | $838.9K | 0.60% | +216+4.2% | Added |
| Eagle Bluffs Wealth Management LLC | 5,366 | $839.4K | 0.49% | +99+1.9% | Added |
| Perennial Advisors, LLC | 5,379 | $841.4K | 0.19% | +247+4.8% | Added |
| True Wealth Design, LLC | 5,385 | $842.3K | 0.21% | +28+0.5% | Added |
| WFA Asset Management Corp | 5,386 | $842.4K | 0.48% | +55+1.0% | Added |
| Hardman Johnston Global Advisors LLC | 5,400 | $844.7K | 0.03% | 00.0% | Unchanged |
| Crestmont Private Wealth LLC | 5,405 | $845.5K | 0.41% | +1,071+24.7% | Added |
| Alhambra Investment Partners LLC | 5,409 | $846.0K | 0.46% | −380−6.6% | Reduced |
| Amussen Hunsaker Associates LLC | 5,413 | $847.1K | 0.14% | −335−5.8% | Reduced |
| Paragon Private Wealth Management, LLC | 5,418 | $847.4K | 0.48% | −186−3.3% | Reduced |
| Lantern Wealth Advisors, LLC | 5,420 | $847.8K | 0.61% | −500−8.4% | Reduced |
| PrairieView Partners, LLC | 5,422 | $848.0K | 0.10% | +3,993+279.4% | Added |
| Bullock Wealth Management Group | 5,426 | $849.3K | 0.56% | −158−2.8% | Reduced |
| HGK Asset Management Inc | 5,431 | $849.5K | 0.16% | 00.0% | Unchanged |
| Analyst IMS Investment Management Services Ltd. | 5,440 | $851.0K | 0.03% | +977+21.9% | Added |
| Financial Synergies Wealth Advisors, Inc. | 5,454 | $853.2K | 0.11% | +244+4.7% | Added |
| Beaird Harris Wealth Management, LLC | 5,454 | $853.2K | 0.08% | +1,154+26.8% | Added |
| Bray Capital Advisors | 5,459 | $853.9K | 0.21% | +5+0.1% | Added |
| Balentine LLC | 5,461 | $854.2K | 0.04% | −17,851−76.6% | Reduced |
| NCM Capital Management, LLC | 5,471 | $855.7K | 0.45% | −50−0.9% | Reduced |
| Central Valley Advisors, LLC | 6,720 | $856.5K | 0.47% | −307−4.4% | Reduced |
| Diversified, LLC | 5,490 | $858.8K | 0.10% | +1,221+28.6% | Added |
| Gray Wealth Management Inc. | 5,497 | $859.8K | 0.37% | +39+0.7% | Added |
| Blueprint Investment Partners LLC | 5,499 | $860.1K | 0.19% | +1,178+27.3% | Added |
| SkyOak Wealth, LLC | 5,508 | $861.6K | 0.20% | +243+4.6% | Added |
| Northern Financial Advisors Inc | 5,512 | $862.2K | 0.69% | −31−0.6% | Reduced |
| Silicon Valley Capital Partners | 5,525 | $864.3K | 0.12% | +892+19.3% | Added |
| Integris Wealth Management, LLC | 5,528 | $864.7K | 0.25% | −39−0.7% | Reduced |
| Stephenson National Bank & Trust | 5,539 | $866.4K | 0.30% | −238−4.1% | Reduced |
| Crescent Grove Advisors, LLC | 5,543 | $867.0K | 0.09% | −31−0.6% | Reduced |
| Penney Financial, LLC | 5,557 | $869.2K | 0.64% | 00.0% | Unchanged |
| Blume Capital Management, Inc. | 5,570 | $871.2K | 0.21% | 00.0% | Unchanged |
| Merrion Investment Management Co, LLC | 5,571 | $871.4K | 0.60% | −1,200−17.7% | Reduced |
| New Century Financial Group, LLC | 5,578 | $872.5K | 0.37% | −13,757−71.2% | Reduced |
| D'Orazio & Associates, Inc. | 5,591 | $874.5K | 0.13% | −46−0.8% | Reduced |
| Trust Co of Kansas | 5,596 | $875.0K | 0.46% | +4,024+256.0% | Added |
| Oxford Financial Group Ltd | 5,601 | $876.2K | 0.06% | +990+21.5% | Added |
| Waterfront Wealth Inc. | 5,613 | $877.9K | 0.24% | −318−5.4% | Reduced |
| Aprio Wealth Management, LLC | 5,625 | $879.8K | 0.16% | +2,874+104.5% | Added |
| LBMC Investment Advisors, LLC | 5,627 | $880.2K | 0.08% | 00.0% | Unchanged |
| Private Capital Management LLC | 5,628 | $880.4K | 0.17% | +2,788+98.2% | Added |
| Vishria Bird Financial Group, LLC | 5,641 | $882.0K | 0.37% | 00.0% | Unchanged |
| Westover Capital Advisors, LLC | 5,639 | $882.1K | 0.23% | 00.0% | Unchanged |
| Signature Wealth Management Partners, LLC | 5,650 | $883.8K | 0.67% | −168−2.9% | Reduced |
| Coco Enterprises, LLC | 5,519 | $886.3K | 0.60% | 00.0% | Unchanged |
| Park Place Capital Corp | 5,667 | $886.4K | 0.28% | −2,370−29.5% | Reduced |
| SPC Financial, Inc. | 5,671 | $887.0K | 0.08% | +1,092+23.8% | Added |
| PBMares Wealth Management LLC | 5,712 | $893.5K | 0.22% | −479−7.7% | Reduced |
| Callan Family Office, LLC | 5,715 | $893.9K | 0.17% | +3,479+155.6% | Added |
| Clarity Financial LLC | 5,725 | $895.4K | 0.13% | +343+6.4% | Added |
| Abacus Planning Group, Inc. | 5,734 | $897.0K | 0.17% | −125−2.1% | Reduced |
| Smithbridge Asset Management Inc | 5,753 | $899.9K | 0.19% | −6,700−53.8% | Reduced |
| Morningstar Investment Services LLC | 5,771 | $902.0K | 0.01% | −121,785−95.5% | Reduced |
| Gibbs Wealth Management | 5,772 | $902.9K | 0.37% | +2,007+53.3% | Added |
| Virtue Capital Management, LLC | 5,850 | $903.4K | 0.15% | −452−7.2% | Reduced |
| Jaffetilchin Investment Partners, LLC | 5,777 | $903.6K | 0.08% | +68+1.2% | Added |
| Fortress Wealth Group, LLC | 5,877 | $905.6K | 0.45% | +314+5.6% | Added |
| Sterneck Capital Management, LLC | 5,796 | $906.6K | 0.51% | +671+13.1% | Added |
| Guardian Wealth Advisors, LLC | 5,799 | $907.1K | 0.59% | −10−0.2% | Reduced |
| Silverleafe Capital Partners, LLC | 5,804 | $907.9K | 0.31% | +7+0.1% | Added |
| Beirne Wealth Consulting Services, LLC | 5,805 | $908.0K | 0.37% | 00.0% | Unchanged |
| Compass Ion Advisors, LLC | 5,757 | $908.1K | 0.13% | 00.0% | Unchanged |
| Shore Point Advisors, LLC | 5,820 | $910.4K | 0.52% | 00.0% | Unchanged |
| Providence First Trust Co | 5,831 | $912.1K | 0.41% | 00.0% | Unchanged |