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 |
|---|---|---|---|---|---|
| United Community Bank | 8,877 | $1.39M | 0.56% | +226+2.6% | Added |
| PDS Planning, Inc | 8,881 | $1.39M | 0.14% | +219+2.5% | Added |
| Sawgrass Asset Management LLC | 8,883 | $1.39M | 0.15% | +1,406+18.8% | Added |
| Gallagher Fiduciary Advisors, LLC | 8,884 | $1.39M | 0.31% | +723+8.9% | Added |
| Pacific Wealth Strategies Group, Inc. | 8,893 | $1.39M | 1.15% | +102+1.2% | Added |
| Creekside Partners | 8,894 | $1.39M | 0.77% | +8,894 | New |
| Processus Wealth & Capital Management, LLC | 8,933 | $1.40M | 1.16% | +214+2.5% | Added |
| Waddell & Associates, LLC | 8,966 | $1.40M | 0.18% | −108−1.2% | Reduced |
| S.A. Mason LLC | 8,966 | $1.40M | 0.80% | +392+4.6% | Added |
| SS&H Financial Advisors, Inc. | 8,980 | $1.40M | 0.55% | 00.0% | Unchanged |
| Needham Investment Management LLC | 9,000 | $1.41M | 0.12% | 00.0% | Unchanged |
| Advisory Research Inc | 9,001 | $1.41M | 0.26% | −115−1.3% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 9,043 | $1.41M | 0.40% | +6,452+249.0% | Added |
| Thrive Wealth Management, LLC | 9,045 | $1.41M | 0.28% | +99+1.1% | Added |
| Firestone Capital Management | 9,049 | $1.42M | 0.39% | −46−0.5% | Reduced |
| LifePro Asset Management | 9,061 | $1.42M | 1.02% | −214−2.3% | Reduced |
| Allegheny Financial Group LTD | 9,092 | $1.42M | 0.41% | +451+5.2% | Added |
| Adalta Capital Management LLC | 9,093 | $1.42M | 0.77% | 00.0% | Unchanged |
| Redhawk Wealth Advisors, Inc. | 9,102 | $1.42M | 0.22% | −486−5.1% | Reduced |
| Sax Wealth Advisors, LLC | 9,130 | $1.43M | 0.14% | +1,160+14.6% | Added |
| Lion Street Advisors, LLC | 9,136 | $1.43M | 0.53% | −300−3.2% | Reduced |
| BOS Asset Management, LLC | 9,158 | $1.43M | 0.66% | −100−1.1% | Reduced |
| Accretive Wealth Partners, LLC | 9,171 | $1.43M | 0.60% | +475+5.5% | Added |
| Kings Path Partners LLC | 9,183 | $1.44M | 0.68% | +9,183 | New |
| Etesian Wealth Advisors, Inc. | 9,185 | $1.44M | 0.81% | −42−0.5% | Reduced |
| TLWM | 9,188 | $1.44M | 0.31% | +148+1.6% | Added |
| BigSur Wealth Management LLC | 9,200 | $1.44M | 0.44% | +600+7.0% | Added |
| Eight 31 Financial LLC | 9,211 | $1.44M | 1.10% | −137−1.5% | Reduced |
| Roof Eidam & Maycock | 9,211 | $1.44M | 0.39% | −75−0.8% | Reduced |
| Cove Private Wealth, LLC | 9,215 | $1.44M | 1.15% | 00.0% | Unchanged |
| Dempze Nancy E | 9,232 | $1.44M | 0.99% | +3,415+58.7% | Added |
| Graham Capital Management, L.P. | 9,259 | $1.45M | 0.05% | +9,259 | New |
| WBH Advisory Inc | 9,268 | $1.45M | 0.15% | +504+5.8% | Added |
| Mayfair Advisory Group, LLC | 9,318 | $1.45M | 0.98% | −89−0.9% | Reduced |
| Meridian Wealth Advisors, LLC | 9,294 | $1.45M | 0.26% | +1,836+24.6% | Added |
| Emfo, LLC | 9,304 | $1.46M | 1.30% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 9,306 | $1.46M | 0.32% | +552+6.3% | Added |
| Owen LaRue, LLC | 9,311 | $1.46M | 0.90% | −4,112−30.6% | Reduced |
| David Loasby | 9,399 | $1.46M | 0.14% | +934+11.0% | Added |
| SevenBridge Financial Group, LLC | 10,210 | $1.46M | 0.32% | −145−1.4% | Reduced |
| Ausdal Financial Partners, Inc. | 9,351 | $1.46M | 0.16% | −80−0.8% | Reduced |
| Farmers Trust Co | 9,370 | $1.47M | 0.30% | −401−4.1% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 9,396 | $1.47M | 0.42% | +1,022+12.2% | Added |
| Cito Capital Group, LLC | 9,420 | $1.47M | 0.57% | 00.0% | Unchanged |
| Fullcircle Wealth LLC | 9,501 | $1.47M | 0.72% | +9,501 | New |
| BluePath Capital Management, LLC | 9,435 | $1.48M | 1.05% | +1,665+21.4% | Added |
| Traphagen Investment Advisors LLC | 9,438 | $1.48M | 0.16% | +77+0.8% | Added |
| Chicago Capital, LLC | 9,454 | $1.48M | 0.04% | −41−0.4% | Reduced |
| Front Street Capital Management, Inc. | 9,453 | $1.48M | 0.28% | +16+0.2% | Added |
| Harrell Investment Partners, LLC | 9,459 | $1.48M | 0.43% | +587+6.6% | Added |
| Cypress Wealth Services, LLC | 9,460 | $1.48M | 0.33% | −271−2.8% | Reduced |
| TBH Global Asset Management, LLC | 9,480 | $1.48M | 0.33% | −502−5.0% | Reduced |
| Gladius Capital Management LP | 9,483 | $1.48M | 1.48% | +8,170+622.2% | Added |
| Hubbell Strickland Wealth Management, LLC | 9,493 | $1.48M | 0.75% | +64+0.7% | Added |
| Arlington Trust Co LLC | 9,494 | $1.49M | 0.35% | +1,012+11.9% | Added |
| Harvest Portfolios Group Inc. | 9,542 | $1.49M | 0.06% | −127−1.3% | Reduced |
| Tradition Wealth Management, LLC | 9,551 | $1.49M | 0.14% | +473+5.2% | Added |
| CORDA Investment Management, LLC. | 9,553 | $1.49M | 0.12% | +1,412+17.3% | Added |
| Bellecapital International Ltd. | 9,584 | $1.50M | 0.32% | +6,337+195.2% | Added |
| Shulman DeMeo Asset Management LLC | 9,617 | $1.50M | 0.39% | +58+0.6% | Added |
| Lakeview Capital Partners, LLC | 9,541 | $1.51M | 0.24% | 00.0% | Unchanged |
| Parkside Investments, LLC | 9,676 | $1.51M | 0.24% | −120−1.2% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 9,691 | $1.52M | 0.37% | −2,954−23.4% | Reduced |
| Fishman Jay A Ltd | 9,698 | $1.52M | 0.16% | −250−2.5% | Reduced |
| Access Financial Services, Inc. | 9,726 | $1.52M | 0.69% | −1,872−16.1% | Reduced |
| DB Fitzpatrick & Co, Inc | 9,732 | $1.52M | 1.41% | −22−0.2% | Reduced |
| Embree Financial Group | 9,859 | $1.54M | 0.30% | +331+3.5% | Added |
| Hamilton Capital, LLC | 9,872 | $1.54M | 0.12% | −412−4.0% | Reduced |
| Cravens & Co Advisors, LLC | 9,881 | $1.55M | 1.15% | +185+1.9% | Added |
| Athena Investment Management | 9,893 | $1.55M | 0.94% | −71−0.7% | Reduced |
| Precedent Wealth Partners, LLC | 9,927 | $1.55M | 0.63% | +457+4.8% | Added |
| DF Dent & Co Inc | 9,960 | $1.56M | 0.02% | −115−1.1% | Reduced |
| Oxford Wealth Group, LLC | 9,966 | $1.56M | 1.07% | +3,157+46.4% | Added |
| Mirabella Financial Services LLP | 9,968 | $1.56M | 0.11% | +8,250+480.2% | Added |
| Barbara Oil Co. | 10,000 | $1.56M | 0.68% | 00.0% | Unchanged |
| TCM Advisors, LLC | – | $1.56M | 1.37% | – | – |
| Kanen Wealth Management LLC | 10,000 | $1.56M | 0.97% | +10,000 | New |
| Strong Tower Advisory Services | 10,020 | $1.57M | 0.51% | +1,770+21.5% | Added |
| Oak Hill Wealth Advisors, LLC | 10,031 | $1.57M | 0.48% | +10,031 | New |
| Aire Advisors, LLC | 10,042 | $1.57M | 0.36% | −1,913−16.0% | Reduced |
| RBA Wealth Management, LLC | 10,059 | $1.57M | 0.63% | −369−3.5% | Reduced |
| Correct Capital Wealth Management | 10,174 | $1.59M | 0.37% | +1,526+17.6% | Added |
| Peoples Bank | 10,178 | $1.59M | 1.24% | +395+4.0% | Added |
| Pure Financial Advisors, Inc. | 10,194 | $1.59M | 0.04% | −128−1.2% | Reduced |
| Bank & Trust Co | 10,200 | $1.60M | 1.35% | +10,200 | New |
| Aspen Investment Management Inc | 10,206 | $1.60M | 0.80% | −37−0.4% | Reduced |
| Baldwin Investment Management, LLC | 10,216 | $1.60M | 0.22% | +230+2.3% | Added |
| Old Second National Bank of Aurora | 10,218 | $1.60M | 0.41% | −412−3.9% | Reduced |
| Miller Investment Management, LP | 10,220 | $1.60M | 0.19% | 00.0% | Unchanged |
| Avestar Capital, LLC | 10,230 | $1.60M | 0.18% | +1,477+16.9% | Added |
| Tevis Investment Management | 10,243 | $1.60M | 1.29% | +1,162+12.8% | Added |
| Plante Moran Financial Advisors, LLC | 10,245 | $1.60M | 0.16% | −58−0.6% | Reduced |
| True North Advisors, LLC | 10,255 | $1.60M | 0.43% | +119+1.2% | Added |
| Edmond de Rothschild Holding S.A. | 10,264 | $1.61M | 0.03% | −6,232−37.8% | Reduced |
| Plancorp, LLC | 10,266 | $1.61M | 0.07% | +73+0.7% | Added |
| Reuter James Wealth Management, LLC | 10,303 | $1.61M | 1.19% | +1,018+11.0% | Added |
| Harbor Advisory Corp | 10,307 | $1.61M | 0.56% | +8,999+688.0% | Added |
| Broadwater Capital Management LLC | 10,341 | $1.62M | 1.25% | 00.0% | Unchanged |
| Peregrine Asset Advisers, Inc. | 10,352 | $1.62M | 0.65% | −18,131−63.7% | Reduced |
| Tompkins Financial Corp | 10,402 | $1.63M | 0.17% | −60−0.6% | Reduced |