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
- 3,510
- +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
- 1,375 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 |
|---|---|---|---|---|---|
| MBA Advisors LLC | 5,855 | $915.8K | 0.47% | −440−7.0% | Reduced |
| IAM Advisory, LLC | 5,856 | $915.9K | 0.25% | −20.0% | Reduced |
| Costello Asset Management, INC | 5,858 | $916.3K | 0.68% | −1,238−17.4% | Reduced |
| Salvus Wealth Management, LLC | 5,858 | $916.3K | 0.63% | −235−3.9% | Reduced |
| WestHill Financial Advisors, Inc. | 5,864 | $917.2K | 0.22% | −27−0.5% | Reduced |
| Keel Point, LLC | 6,366 | $917.7K | 0.08% | +71+1.1% | Added |
| Optimum Investment Advisors | 5,867 | $917.7K | 0.41% | −120−2.0% | Reduced |
| City State Bank | 5,867 | $917.7K | 0.37% | −179−3.0% | Reduced |
| Elk River Wealth Management, LLC | 5,872 | $918.5K | 0.18% | −172−2.8% | Reduced |
| 626 Financial, LLC | 5,876 | $919.1K | 0.53% | −348−5.6% | Reduced |
| Sandbox Financial Partners, LLC | 5,876 | $919.2K | 0.35% | −690−10.5% | Reduced |
| Klein Pavlis & Peasley Financial, Inc. | 5,880 | $919.7K | 0.82% | −4,231−41.8% | Reduced |
| Legacy Wealth Management, LLC | 5,889 | $921.2K | 0.39% | 00.0% | Unchanged |
| Partnership Wealth Management, LLC | 5,900 | $922.9K | 0.68% | 00.0% | Unchanged |
| Rosenberg Matthew Hamilton | 5,904 | $924.1K | 0.27% | −331−5.3% | Reduced |
| Heartwood Wealth Advisors LLC | 5,924 | $926.6K | 0.11% | +122+2.1% | Added |
| JGP Wealth Management, LLC | 5,933 | $928.0K | 0.13% | −11−0.2% | Reduced |
| Private Management Group Inc | 5,943 | $929.6K | 0.04% | −653−9.9% | Reduced |
| Bridgewealth Advisory Group, LLC | 5,944 | $929.8K | 0.41% | −15−0.3% | Reduced |
| Encompass Wealth Advisors, LLC | 5,953 | $931.2K | 0.25% | −243−3.9% | Reduced |
| BCJ Capital Management, LLC | 5,956 | $931.6K | 0.07% | +639+12.0% | Added |
| SOA Wealth Advisors, LLC. | 5,964 | $932.9K | 0.19% | −157−2.6% | Reduced |
| Heartland Bank & Trust Co | 5,967 | $933.4K | 0.53% | +25+0.4% | Added |
| Birinyi Associates Inc | 5,985 | $936.2K | 0.28% | −1,345−18.3% | Reduced |
| Allstate Corp | 5,993 | $937.4K | 0.08% | −184−3.0% | Reduced |
| Cambridge Advisors Inc. | 5,998 | $938.2K | 0.22% | +5+0.1% | Added |
| Denali Advisors LLC | 6,000 | $938.5K | 0.26% | −100−1.6% | Reduced |
| Integrated Investment Consultants, LLC | 5,950 | $938.6K | 0.26% | 00.0% | Unchanged |
| Castle Wealth Management LLC | 6,028 | $942.8K | 0.45% | +402+7.1% | Added |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 6,036 | $944.2K | 0.17% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 6,036 | $944.2K | 0.15% | +805+15.4% | Added |
| Scissortail Wealth Management, LLC | 6,045 | $945.6K | 0.24% | −4−0.1% | Reduced |
| Wolverine Trading, LLC | 6,055 | $947.1K | 0.02% | −98,377−94.2% | Reduced |
| Edgemoor Investment Advisors, Inc. | 6,064 | $948.5K | 0.09% | +100+1.7% | Added |
| Weaver Consulting Group | 6,085 | $951.8K | 0.33% | +247+4.2% | Added |
| Channel Wealth LLC | 6,093 | $953.0K | 0.35% | −264−4.2% | Reduced |
| Nexus Investment Management ULC | 6,100 | $954.2K | 0.10% | −3,000−33.0% | Reduced |
| Smith Anglin Financial, LLC | 6,109 | $955.6K | 0.10% | +41+0.7% | Added |
| Sound Income Strategies, LLC | 6,126 | $958.3K | 0.06% | −365−5.6% | Reduced |
| Madison Park Capital Advisors, LLC | 6,138 | $960.1K | 0.80% | −13−0.2% | Reduced |
| LGT Financial Advisors LLC | 6,142 | $960.7K | 2.03% | −6,693−52.1% | Reduced |
| Elgethun Capital Management | 6,151 | $962.1K | 0.24% | +35+0.6% | Added |
| Forbes J M & Co LLP | 6,156 | $962.9K | 0.10% | +95+1.6% | Added |
| GPS Wealth Strategies Group, LLC | 6,158 | $963.2K | 0.14% | +188+3.1% | Added |
| Eubel Brady & Suttman Asset Management Inc | 6,168 | $965.0K | 0.14% | +1,367+28.5% | Added |
| Forte Capital LLC | 6,171 | $965.2K | 0.12% | +6+0.1% | Added |
| Requisite Capital Management, LLC | 6,189 | $968.1K | 0.22% | +164+2.7% | Added |
| Independent Investors Inc | 6,190 | $968.2K | 0.21% | +240+4.0% | Added |
| Moss Adams Wealth Advisors LLC | 6,190 | $968.3K | 0.13% | +779+14.4% | Added |
| Sendero Wealth Management, LLC | 6,200 | $969.8K | 0.16% | −349−5.3% | Reduced |
| CCG Wealth Management, LLC | 6,209 | $971.2K | 0.55% | −277−4.3% | Reduced |
| Fox Run Management, L.L.C. | 6,255 | $978.4K | 0.18% | +6,255 | New |
| Thomasville National Bank | 6,258 | $978.9K | 0.08% | +278+4.6% | Added |
| Ethos Financial Group, LLC | 6,131 | $980.0K | 0.17% | −465−7.0% | Reduced |
| FCG Investment Co | 6,276 | $981.7K | 0.74% | +309+5.2% | Added |
| Cable Hill Partners, LLC | 6,278 | $982.0K | 0.11% | +6,278 | New |
| Oarsman Capital, Inc. | 6,278 | $982.0K | 0.22% | −124−1.9% | Reduced |
| Sharp Financial Services, LLC | 6,289 | $983.7K | 0.84% | −422−6.3% | Reduced |
| Beacon Investment Advisors LLC | 6,301 | $985.6K | 0.50% | +2,005+46.7% | Added |
| Seamount Financial Group Inc | 6,310 | $987.1K | 0.81% | +457+7.8% | Added |
| Cooper/Haims Advisors, LLC | 6,314 | $987.6K | 0.55% | −103−1.6% | Reduced |
| Point72 Europe (London) LLP | 6,315 | $987.8K | 0.08% | −106,548−94.4% | Reduced |
| Monument Capital Management | 6,319 | $988.4K | 0.29% | −476−7.0% | Reduced |
| Hartford Funds Management Co LLC | 6,335 | $991.0K | 0.09% | +849+15.5% | Added |
| STAR Financial Bank | 6,339 | $991.5K | 0.76% | +129+2.1% | Added |
| Interchange Capital Partners, LLC | 6,341 | $991.9K | 0.36% | +3,923+162.2% | Added |
| Barrett & Company, Inc. | 6,341 | $991.9K | 0.45% | +30.0% | Added |
| Impact Partnership Wealth, LLC | 6,359 | $994.7K | 0.26% | +5,322+513.2% | Added |
| IMS Capital Management | 6,899 | $998.2K | 0.46% | −143−2.0% | Reduced |
| Cozad Asset Management Inc | 6,427 | $1.01M | 0.10% | +1,010+18.6% | Added |
| Live Oak Investment Partners | – | $1.01M | 0.83% | – | New |
| Donoghue Forlines LLC | 6,440 | $1.01M | 0.29% | +270+4.4% | Added |
| Viawealth, LLC | 6,461 | $1.01M | 0.63% | +20.0% | Added |
| Hazlett, Burt & Watson, Inc. | 6,465 | $1.01M | 0.52% | +613+10.5% | Added |
| RFP Financial Group LLC | 6,471 | $1.01M | 0.37% | −298−4.4% | Reduced |
| American Institute for Advanced Investment Management, LLP | 6,481 | $1.01M | 0.78% | −170−2.6% | Reduced |
| CSS LLC | 6,500 | $1.02M | 0.07% | −10,658−62.1% | Reduced |
| Am Investment Strategies LLC | 6,501 | $1.02M | 0.25% | +55+0.9% | Added |
| Prossimo Advisors, LLC | 6,525 | $1.02M | 0.92% | +6,525 | New |
| Opinicus Capital, Inc. | 6,539 | $1.02M | 0.86% | +332+5.3% | Added |
| Financial Management Professionals, Inc. | 6,561 | $1.03M | 0.14% | +343+5.5% | Added |
| Manchester Capital Management LLC | 6,564 | $1.03M | 0.12% | +251+4.0% | Added |
| Millennium Capital Advisors, LLC | 6,589 | $1.03M | 0.69% | +80+1.2% | Added |
| MBL Wealth, LLC | 6,604 | $1.03M | 0.12% | −1,241−15.8% | Reduced |
| Fullerton Fund Management Co Ltd. | 6,618 | $1.04M | 0.05% | +6,618 | New |
| First Interstate Bank | 6,629 | $1.04M | 0.07% | +225+3.5% | Added |
| Gateway Advisory, LLC | 6,636 | $1.04M | 0.18% | +1,135+20.6% | Added |
| RW Investment Management LLC | 6,645 | $1.04M | 0.14% | −136−2.0% | Reduced |
| John G Ullman & Associates Inc | 6,662 | $1.04M | 0.16% | +61+0.9% | Added |
| Curran Financial Partners, LLC | 6,666 | $1.04M | 0.35% | +186+2.9% | Added |
| Guardian Wealth Advisors, LLC | 6,668 | $1.04M | 0.12% | +116+1.8% | Added |
| Rather & Kittrell, Inc. | 6,670 | $1.04M | 0.29% | −182−2.7% | Reduced |
| Mork Capital Management, LLC | 6,670 | $1.04M | 0.82% | 00.0% | Unchanged |
| MSH Capital Advisors LLC | 6,683 | $1.05M | 0.35% | +140+2.1% | Added |
| ERn Financial, LLC | 6,687 | $1.05M | 0.17% | +32+0.5% | Added |
| LaSalle St. Investment Advisors, LLC | 6,695 | $1.05M | 0.52% | +3,018+82.1% | Added |
| Donald L. Hagan, LLC | 6,702 | $1.05M | 0.56% | +582+9.5% | Added |
| GoalVest Advisory LLC | 6,705 | $1.05M | 0.34% | −626−8.5% | Reduced |
| Provident Investment Management, Inc. | 6,710 | $1.05M | 0.10% | +195+3.0% | Added |
| Arcadia Investment Management Corp | 6,714 | $1.05M | 0.18% | −10−0.1% | Reduced |