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 |
|---|---|---|---|---|---|
| First American Trust, FSB | 6,715 | $1.05M | 0.11% | +49+0.7% | Added |
| Waterway Wealth Management, LLC | 6,719 | $1.05M | 0.52% | +1,164+21.0% | Added |
| Aaron Wealth Advisors | 6,723 | $1.05M | 0.15% | +117+1.8% | Added |
| Colonial River Wealth Management, LLC | 6,740 | $1.05M | 0.57% | −1,135−14.4% | Reduced |
| Capstone Wealth Management Group, LLC | 6,742 | $1.05M | 0.69% | −123−1.8% | Reduced |
| Cim Investment Mangement Inc | 6,743 | $1.05M | 0.33% | −52−0.8% | Reduced |
| CenterStar Asset Management, LLC | 6,751 | $1.06M | 1.59% | +6,751 | New |
| Westhampton Capital, LLC | 6,755 | $1.06M | 0.57% | −138−2.0% | Reduced |
| Angeles Investment Advisors, LLC | 6,769 | $1.06M | 0.05% | −918−11.9% | Reduced |
| CTC Alternative Strategies, Ltd. | 6,773 | $1.06M | 0.45% | +6,773 | New |
| Plan Group Financial, LLC | 6,783 | $1.06M | 0.65% | +2,790+69.9% | Added |
| Canopy Partners, LLC | 6,789 | $1.06M | 0.49% | −33−0.5% | Reduced |
| Campion Asset Management LLC | 6,806 | $1.06M | 0.84% | −20−0.3% | Reduced |
| Ami Asset Management Corp | 6,810 | $1.07M | 0.06% | −19−0.3% | Reduced |
| Pearl River Capital, LLC | 6,821 | $1.07M | 0.17% | −11,596−63.0% | Reduced |
| Elevated Capital Advisors, LLC | 6,881 | $1.08M | 0.30% | +6,881 | New |
| Ballast Advisors LLC | 6,885 | $1.08M | 0.34% | −61−0.9% | Reduced |
| Leo Wealth, LLC | 6,892 | $1.08M | 0.11% | −1,867−21.3% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 6,895 | $1.08M | 0.27% | +45+0.7% | Added |
| Fermata Advisors, LLC | 6,908 | $1.08M | 0.25% | −441−6.0% | Reduced |
| Abbot Financial Management, Inc. | 6,931 | $1.08M | 0.58% | −10−0.1% | Reduced |
| San Luis Wealth Advisors LLC | 6,934 | $1.08M | 0.26% | +6,934 | New |
| Phillips Wealth Planners LLC | 6,996 | $1.09M | 1.14% | −113−1.6% | Reduced |
| DMG Group, LLC | 6,942 | $1.09M | 0.93% | −258−3.6% | Reduced |
| Tectonic Advisors LLC | 6,944 | $1.09M | 0.08% | +386+5.9% | Added |
| PFC Capital Group, Inc. | 6,955 | $1.09M | 0.54% | −75−1.1% | Reduced |
| Sentry LLC | 6,967 | $1.09M | 0.20% | 00.0% | Unchanged |
| Windsor Capital Management, LLC | 6,986 | $1.09M | 0.34% | −109−1.5% | Reduced |
| Peak Planning Group, LLC | 7,007 | $1.10M | 0.54% | +1,269+22.1% | Added |
| Centric Wealth Management | 6,959 | $1.10M | 0.32% | −186−2.6% | Reduced |
| Conservest Capital Advisors, Inc. | 6,973 | $1.10M | 0.12% | 00.0% | Unchanged |
| First PREMIER Bank | 7,027 | $1.10M | 0.29% | +30+0.4% | Added |
| Eley Financial Management, Inc | 7,064 | $1.10M | 0.47% | +89+1.3% | Added |
| Nemes Rush Group LLC | 7,093 | $1.11M | 0.15% | −804−10.2% | Reduced |
| J. W. Coons Advisors, LLC | 7,097 | $1.11M | 0.27% | 00.0% | Unchanged |
| Holistic Planning, LLC | 7,039 | $1.11M | 0.85% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 7,109 | $1.11M | 0.10% | +67+1.0% | Added |
| M&R Capital Management Inc | 7,109 | $1.11M | 0.27% | 00.0% | Unchanged |
| L.M. Kohn & Company | 7,117 | $1.11M | 0.30% | −261−3.5% | Reduced |
| American State Bank (Iowa) | 7,134 | $1.12M | 0.71% | +91+1.3% | Added |
| Dixon Fnancial Services, Inc. | 7,134 | $1.12M | 0.63% | +4+0.1% | Added |
| Stableford Capital II LLC | 6,922 | $1.12M | 0.44% | −5,778−45.5% | Reduced |
| Darden Wealth Group Inc | 7,140 | $1.12M | 0.85% | +571+8.7% | Added |
| Collective Family Office LLC | 7,140 | $1.12M | 0.33% | +297+4.3% | Added |
| L2 Asset Management, LLC | 7,141 | $1.12M | 0.34% | +425+6.3% | Added |
| Covenant Partners, LLC | 7,142 | $1.12M | 0.34% | 00.0% | Unchanged |
| A. D. Beadell Investment Counsel, Inc. | 7,158 | $1.12M | 0.94% | +325+4.8% | Added |
| Skopos Labs, Inc. | 7,053 | $1.12M | 0.48% | 00.0% | Unchanged |
| Valley Brook Capital Group | 7,176 | $1.12M | 0.88% | +10.0% | Added |
| Carson Advisory Inc. | 7,189 | $1.12M | 0.79% | +32+0.4% | Added |
| Cadent Capital Advisors, LLC | 7,200 | $1.13M | 0.46% | −1,123−13.5% | Reduced |
| FSM Wealth Advisors, LLC | 7,201 | $1.13M | 0.38% | −114−1.6% | Reduced |
| Balboa Wealth Partners | 7,232 | $1.13M | 0.30% | −224−3.0% | Reduced |
| Emerald Advisors, LLC | 7,243 | $1.13M | 0.17% | +1,160+19.1% | Added |
| Cetera Trust Company, N.A | 7,246 | $1.13M | 0.71% | −648−8.2% | Reduced |
| Union Savings Bank | 7,252 | $1.13M | 0.60% | −55−0.8% | Reduced |
| Barr E S & Co | 7,297 | $1.14M | 0.07% | +200+2.8% | Added |
| Townsend Asset Management Corp | 7,306 | $1.14M | 0.44% | −193−2.6% | Reduced |
| Catalina Capital Group, LLC | 7,307 | $1.14M | 0.44% | +2,110+40.6% | Added |
| Money Concepts Capital Corp | 7,309 | $1.14M | 0.10% | −284−3.7% | Reduced |
| Global Trust Asset Management, LLC | 7,309 | $1.14M | 0.46% | +92+1.3% | Added |
| Apexium Financial, LP | 7,313 | $1.14M | 0.08% | +77+1.1% | Added |
| First Community Trust NA | 7,317 | $1.14M | 0.98% | −15−0.2% | Reduced |
| Silver Oak Securities, Inc | 7,320 | $1.14M | 0.17% | −16−0.2% | Reduced |
| Chickasaw Capital Management LLC | 7,318 | $1.15M | 0.05% | +144+2.0% | Added |
| Provenance Wealth Advisors, LLC | 7,325 | $1.15M | 0.16% | +135+1.9% | Added |
| Prosperity Consulting Group, LLC | 7,329 | $1.15M | 0.16% | −1,431−16.3% | Reduced |
| Advisory Alpha, LLC | 7,343 | $1.15M | 0.05% | −1,458−16.6% | Reduced |
| Keating Investment Counselors Inc | 7,346 | $1.15M | 0.37% | −850−10.4% | Reduced |
| Evergreen Wealth Solutions, LLC | 7,347 | $1.15M | 0.82% | −703−8.7% | Reduced |
| West Branch Capital LLC | 7,351 | $1.15M | 0.43% | +609+9.0% | Added |
| OMC Financial Services LTD | 7,357 | $1.15M | 0.54% | +50+0.7% | Added |
| Citizens & Northern Corp | 7,362 | $1.15M | 0.36% | −254−3.3% | Reduced |
| Schrum Private Wealth Management LLC | 7,376 | $1.15M | 1.04% | −15−0.2% | Reduced |
| Souders Financial Advisors | 7,393 | $1.16M | 0.17% | −2,605−26.1% | Reduced |
| Cascade Investment Advisors, Inc. | 7,402 | $1.16M | 0.78% | +230+3.2% | Added |
| Indiana Trust & Investment Management CO | 7,403 | $1.16M | 0.43% | +120+1.6% | Added |
| Element Wealth, LLC | 7,414 | $1.16M | 0.65% | +197+2.7% | Added |
| Family Legacy, Inc. | 7,428 | $1.16M | 0.42% | +93+1.3% | Added |
| Drive Wealth Management, LLC | 7,432 | $1.16M | 0.31% | +739+11.0% | Added |
| Mogy Joel R Investment Counsel Inc | 7,443 | $1.16M | 0.07% | −200−2.6% | Reduced |
| United Bank | 7,466 | $1.17M | 0.58% | +7+0.1% | Added |
| Core Wealth Partners LLC | 7,484 | $1.17M | 0.80% | +556+8.0% | Added |
| ABLE Financial Group, LLC | 7,486 | $1.17M | 0.42% | −18−0.2% | Reduced |
| Hilltop National Bank | 7,496 | $1.17M | 0.38% | −110−1.4% | Reduced |
| Brandywine Oak Private Wealth LLC | 7,507 | $1.17M | 0.12% | −270−3.5% | Reduced |
| D.B. Root & Company, LLC | 7,513 | $1.18M | 0.40% | −3,220−30.0% | Reduced |
| Wulff, Hansen & Co. | 7,516 | $1.18M | 1.16% | 00.0% | Unchanged |
| Accel Wealth Management | 7,537 | $1.18M | 0.47% | +802+11.9% | Added |
| Waterloo Capital, L.P. | 7,542 | $1.18M | 0.14% | +300+4.1% | Added |
| Angeles Wealth Management, LLC | 7,544 | $1.18M | 0.11% | +1,982+35.6% | Added |
| Austin Private Wealth, LLC | 7,556 | $1.18M | 0.13% | −442−5.5% | Reduced |
| HFG Wealth Management, LLC | 7,564 | $1.18M | 0.75% | 00.0% | Unchanged |
| Paloma Partners Management Co | 7,579 | $1.19M | 0.10% | −12,925−63.0% | Reduced |
| Deltec Asset Management LLC | 7,581 | $1.19M | 0.23% | −56−0.7% | Reduced |
| Fortis Group Advisors, LLC | 7,589 | $1.19M | 0.24% | +1,238+19.5% | Added |
| Capital Investment Counsel, Inc | 7,594 | $1.19M | 0.18% | 00.0% | Unchanged |
| Wealth Management Associates, Inc. | 7,600 | $1.19M | 0.56% | 00.0% | Unchanged |
| Capasso Planning Partners LLC | 7,607 | $1.19M | 0.39% | +7,607 | New |
| Monticello Wealth Management, LLC | 7,608 | $1.19M | 0.11% | −179−2.3% | Reduced |