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 | 4,311 | $298.0B |
| Q4 2025 | 3,993 | $223.3B |
| Q3 2025 | 3,802 | $225.3B |
| Q2 2025 | 3,707 | $189.0B |
| Q1 2025 | 3,825 | $222.9B |
| Q4 2024 | 3,764 | $194.0B |
| Q3 2024 | 3,487 | $198.0B |
| Q2 2024 | 3,510 | $214.0B |
| Q1 2024 | 3,522 | $212.7B |
| Q4 2023 | 3,477 | $200.3B |
| Q3 2023 | 3,338 | $222.6B |
| Q2 2023 | 3,285 | $205.0B |
| Q1 2023 | 3,272 | $217.1B |
| Q4 2022 | 3,288 | $243.6B |
| Q3 2022 | 3,056 | $195.7B |
| Q2 2022 | 3,060 | $198.4B |
| Q1 2022 | 3,070 | $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 |
|---|---|---|---|---|---|
| Simon Quick Advisors, LLC | 7,609 | $1.19M | 0.08% | −983−11.4% | Reduced |
| Retirement Planning Co of New England, Inc. | 7,630 | $1.19M | 0.65% | −214−2.7% | Reduced |
| Financial Partners Group, Inc | 7,641 | $1.20M | 0.19% | −105−1.4% | Reduced |
| Red Spruce Capital, LLC | 7,642 | $1.20M | 0.55% | −132−1.7% | Reduced |
| Beach Investment Counsel Inc | 7,649 | $1.20M | 0.15% | −4,800−38.6% | Reduced |
| Aureus Asset Management, LLC | 7,652 | $1.20M | 0.08% | +750+10.9% | Added |
| ISAM Funds (UK) Ltd | 7,664 | $1.20M | 0.90% | +7,664 | New |
| Westmount Partners, LLC | 7,684 | $1.20M | 0.40% | +270+3.6% | Added |
| Reaves W H & Co Inc | 7,700 | $1.20M | 0.04% | 00.0% | Unchanged |
| First Commonwealth Financial Corp | 7,702 | $1.20M | 0.31% | −513−6.2% | Reduced |
| World Equity Group, Inc. | 7,730 | $1.21M | 0.36% | −7,094−47.9% | Reduced |
| Ransom Advisory, Ltd | 7,764 | $1.21M | 0.61% | +150+2.0% | Added |
| Wendell David Associates Inc | 7,769 | $1.22M | 0.12% | 00.0% | Unchanged |
| Ables, Iannone, Moore & Associates, Inc. | 7,786 | $1.22M | 0.81% | +26+0.3% | Added |
| WMS Partners, LLC | 7,787 | $1.22M | 0.08% | +332+4.5% | Added |
| Court Place Advisors, LLC | 7,788 | $1.22M | 0.38% | +815+11.7% | Added |
| Blue Fin Capital, Inc. | 7,795 | $1.22M | 0.24% | −18−0.2% | Reduced |
| Ackerman Capital Advisors, LLC | 7,807 | $1.22M | 0.32% | +100+1.3% | Added |
| Midwest Professional Planners, LTD. | 7,818 | $1.22M | 0.41% | −4,140−34.6% | Reduced |
| Vicus Capital | 7,841 | $1.23M | 0.11% | −237−2.9% | Reduced |
| Apella Capital, LLC | 8,035 | $1.23M | 0.05% | +489+6.5% | Added |
| Mittelman Wealth Management | 7,890 | $1.23M | 0.80% | −132−1.6% | Reduced |
| E&G Advisors, LP | 7,904 | $1.24M | 0.36% | 00.0% | Unchanged |
| Old Point Trust & Financial Services N A | 7,911 | $1.24M | 0.48% | +759+10.6% | Added |
| Doliver Advisors, LP | 7,912 | $1.24M | 0.35% | −54−0.7% | Reduced |
| Apeiron RIA LLC | 7,912 | $1.24M | 0.38% | +37+0.5% | Added |
| Argus Investors' Counsel, Inc. | 7,919 | $1.24M | 0.76% | −124−1.5% | Reduced |
| Proficio Capital Partners LLC | 7,920 | $1.24M | 0.13% | +294+3.9% | Added |
| Garrett Wealth Advisory Group, LLC | 7,920 | $1.24M | 0.45% | +5,770+268.4% | Added |
| Calton & Associates, Inc. | 7,956 | $1.24M | 0.62% | −1,051−11.7% | Reduced |
| My Legacy Advisors, LLC | 7,986 | $1.25M | 0.40% | −119−1.5% | Reduced |
| Aspen Wealth Strategies, LLC | 7,749 | $1.25M | 0.87% | −133−1.7% | Reduced |
| Addison Capital Co | 8,005 | $1.25M | 0.54% | +742+10.2% | Added |
| Baker Ellis Asset Management LLC | 8,034 | $1.26M | 0.19% | −550−6.4% | Reduced |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 8,055 | $1.26M | 0.49% | −673−7.7% | Reduced |
| St. Johns Investment Management Company, LLC | 8,058 | $1.26M | 0.60% | −778−8.8% | Reduced |
| Lederer & Associates Investment Counsel | 8,065 | $1.26M | 0.91% | −496−5.8% | Reduced |
| Enterprise Financial Services Corp | 8,073 | $1.26M | 0.78% | −129−1.6% | Reduced |
| Dividend Assets Capital, LLC | 8,079 | $1.26M | 0.26% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 8,087 | $1.27M | 0.72% | −59−0.7% | Reduced |
| Brendel Financial Advisors LLC | 8,092 | $1.27M | 0.81% | +8,092 | New |
| WESPAC Advisors, LLC | 8,098 | $1.27M | 0.99% | −3,037−27.3% | Reduced |
| Rice Partnership, LLC | 8,098 | $1.27M | 0.28% | −499−5.8% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 8,510 | $1.27M | 0.26% | −901−9.6% | Reduced |
| Vista Investment Management | 8,140 | $1.27M | 0.52% | +270+3.4% | Added |
| Investment Partners, Ltd. | 8,150 | $1.27M | 0.57% | +223+2.8% | Added |
| Wallace Capital Management Inc. | 8,164 | $1.28M | 0.19% | 00.0% | Unchanged |
| J. Safra Sarasin Holding AG | 8,168 | $1.28M | 0.02% | +8,168 | New |
| First County Bank | 8,187 | $1.28M | 0.66% | −552−6.3% | Reduced |
| Catalyst Funds Management Pty Ltd | 8,200 | $1.28M | 0.34% | −200−2.4% | Reduced |
| Peterson Wealth Management | 8,213 | $1.28M | 0.79% | +448+5.8% | Added |
| CFO4Life Group, LLC | 8,234 | $1.29M | 0.24% | +214+2.7% | Added |
| Eqis Capital Management, Inc. | 8,259 | $1.29M | 0.11% | −4,022−32.7% | Reduced |
| LCM Capital Management Inc | 8,265 | $1.29M | 0.81% | +96+1.2% | Added |
| Freemont Management S.A. | 8,300 | $1.30M | 0.75% | −41,300−83.3% | Reduced |
| Bedel Financial Consulting, Inc. | 8,319 | $1.30M | 0.19% | +116+1.4% | Added |
| West Michigan Advisors, LLC | 8,319 | $1.30M | 0.41% | −993−10.7% | Reduced |
| Schmidt P J Investment Management Inc | 8,344 | $1.31M | 0.24% | +40+0.5% | Added |
| Catalyst Financial Partners LLC | 8,346 | $1.31M | 0.29% | +335+4.2% | Added |
| Everhart Financial Group, Inc. | 8,364 | $1.31M | 0.34% | +1,436+20.7% | Added |
| Prudent Man Advisors, LLC | 8,367 | $1.31M | 0.46% | +312+3.9% | Added |
| Oak Harbor Wealth Partners, LLC | 8,393 | $1.31M | 0.41% | −203−2.4% | Reduced |
| Connecticut Wealth Management, LLC | 8,413 | $1.32M | 0.07% | −980−10.4% | Reduced |
| Paragon Capital Management LLC | 8,429 | $1.32M | 0.71% | +40.0% | Added |
| Gilbert & Cook, Inc. | 8,430 | $1.32M | 0.19% | −1,923−18.6% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 8,455 | $1.32M | 0.01% | 00.0% | Unchanged |
| Walter & Keenan Financial Consulting Co | 8,465 | $1.32M | 0.42% | +84+1.0% | Added |
| Larson Financial Group LLC | 8,471 | $1.33M | 0.09% | +3,053+56.3% | Added |
| Caption Management, LLC | 8,475 | $1.33M | 0.14% | +8,475 | New |
| Apriem Advisors | 8,480 | $1.33M | 0.16% | −1,235−12.7% | Reduced |
| Wrapmanager Inc | 8,505 | $1.33M | 0.37% | +3,885+84.1% | Added |
| Matrix Trust Co | 8,509 | $1.33M | 0.30% | +523+6.5% | Added |
| 1620 Investment Advisors, Inc. | 8,523 | $1.33M | 1.02% | +726+9.3% | Added |
| Seven Eight Capital, LP | 8,532 | $1.33M | 0.14% | +8,532 | New |
| Key Financial Inc | 8,549 | $1.34M | 0.32% | +536+6.7% | Added |
| Timber Creek Capital Management LLC | 8,561 | $1.34M | 0.40% | 00.0% | Unchanged |
| Sentry Investment Management LLC | 8,572 | $1.34M | 0.60% | −1,756−17.0% | Reduced |
| Convergence Financial, LLC | 8,574 | $1.34M | 0.35% | +8,574 | New |
| Baron Wealth Management LLC | 8,590 | $1.34M | 0.70% | +1,046+13.9% | Added |
| Boston Research & Management Inc | 8,608 | $1.35M | 0.34% | −200−2.3% | Reduced |
| Kozak & Associates, Inc. | 8,593 | $1.35M | 0.33% | +88+1.0% | Added |
| Pacific Sage Partners, LLC | 8,616 | $1.35M | 0.33% | −265−3.0% | Reduced |
| Great Lakes Retirement, Inc. | 8,630 | $1.35M | 0.19% | +237+2.8% | Added |
| Mraz, Amerine & Associates, Inc. | 8,646 | $1.35M | 0.28% | −195−2.2% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 8,658 | $1.35M | 0.45% | −28−0.3% | Reduced |
| Legacy Bridge, LLC | 8,658 | $1.35M | 0.80% | +20+0.2% | Added |
| Wells Trecaso Financial Group, LLC | 8,705 | $1.36M | 0.47% | −258−2.9% | Reduced |
| Strategic Wealth Partners, Ltd. | 8,711 | $1.36M | 0.14% | +1,929+28.4% | Added |
| Corundum Group, Inc. | 8,724 | $1.36M | 0.53% | +3,868+79.7% | Added |
| Argent Advisors, Inc. | 8,751 | $1.37M | 0.54% | +98+1.1% | Added |
| LexAurum Advisors, LLC | 8,756 | $1.37M | 0.33% | −120−1.4% | Reduced |
| Castellan Group, LLC | 8,760 | $1.37M | 0.65% | −235−2.6% | Reduced |
| Register Financial Advisors LLC | 8,776 | $1.37M | 0.69% | +6+0.1% | Added |
| Verity Asset Management, Inc. | 8,792 | $1.38M | 0.54% | +4,205+91.7% | Added |
| MCF Advisors LLC | 8,830 | $1.38M | 0.10% | −607−6.4% | Reduced |
| Canal Capital Management, LLC | 8,832 | $1.38M | 0.24% | −861−8.9% | Reduced |
| FRG Family Wealth Advisors LLC | 9,647 | $1.38M | 0.27% | −164−1.7% | Reduced |
| BancFirst Trust & Investment Management | 8,846 | $1.38M | 0.64% | +8,846 | New |
| Ascension Asset Management LLC | 8,850 | $1.38M | 0.72% | −175−1.9% | Reduced |
| CVA Family Office, LLC | 8,874 | $1.39M | 0.25% | −143−1.6% | Reduced |