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; 4,142 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 | 4,142 | $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 |
|---|---|---|---|---|---|
| SWS Partners | 521 | $81.6K | 0.02% | +521 | New |
| CarsonAllaria Wealth Management, Ltd. | 533 | $83.4K | 0.05% | +94+21.4% | Added |
| Main Street Group, LTD | 538 | $84.1K | 0.03% | −164−23.4% | Reduced |
| Dogwood Wealth Management LLC | 550 | $86.0K | 0.05% | +6+1.1% | Added |
| Private Wealth Management Group, LLC | 559 | $87.4K | 0.04% | +95+20.5% | Added |
| Pension & Wealth Management Advisors, Inc. | 561 | $87.8K | 0.05% | +376+203.2% | Added |
| Stephens Consulting, LLC | 562 | $87.9K | 0.03% | +107+23.5% | Added |
| Walleye Trading LLC | 563 | $88.1K | 0.00% | −4,790−89.5% | Reduced |
| DiNuzzo Private Wealth, Inc. | 565 | $88.4K | 0.01% | +22+4.1% | Added |
| Davis Capital Management | 566 | $88.6K | 0.08% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 576 | $90.1K | 0.03% | −49−7.8% | Reduced |
| Cornerstone Planning Group LLC | 628 | $90.8K | 0.03% | −1,185−65.4% | Reduced |
| Orion Capital Management LLC | 595 | $93.1K | 0.05% | 00.0% | Unchanged |
| SWAN Capital LLC | 597 | $93.4K | 0.05% | +597 | New |
| Tobam | 600 | $94.0K | 0.01% | −1,162−65.9% | Reduced |
| Cohen & Steers, Inc. | 614 | $96.0K | 0.00% | −54,183−98.9% | Reduced |
| Lowe Wealth Advisors, LLC | 618 | $96.7K | 0.04% | −120−16.3% | Reduced |
| MidAtlantic Capital Management, Inc. | 619 | $96.8K | 0.08% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 623 | $97.5K | 0.03% | −129−17.2% | Reduced |
| Coston, McIsaac & Partners | 628 | $98.0K | 0.03% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 633 | $99.9K | 0.09% | +633 | New |
| Nordwand Advisors, LLC | 643 | $100.6K | 0.04% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 650 | $101.7K | 0.03% | −15−2.3% | Reduced |
| Highline Wealth Partners LLC | 664 | $103.8K | 0.04% | +254+62.0% | Added |
| Macroview Investment Management LLC | 670 | $104.8K | 0.11% | −8−1.2% | Reduced |
| HighMark Wealth Management LLC | 702 | $109.8K | 0.07% | −13−1.8% | Reduced |
| Investment Research & Advisory Group, Inc. | 703 | $110.0K | 0.05% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 718 | $112.0K | 0.08% | 00.0% | Unchanged |
| Jupiter Wealth Management LLC | 700 | $112.3K | 0.06% | −2,700−79.4% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 727 | $113.7K | 0.01% | +250+52.4% | Added |
| FSC Wealth Advisors, LLC | 728 | $113.9K | 0.08% | +38+5.5% | Added |
| Proffitt & Goodson Inc | 730 | $114.2K | 0.02% | +63+9.4% | Added |
| Prestige Wealth Management Group LLC | 736 | $115.1K | 0.02% | −396−35.0% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 745 | $116.5K | 0.07% | +45+6.4% | Added |
| Capula Management Ltd | 779 | $121.9K | 0.00% | +779 | New |
| Abound Wealth Management | 804 | $125.7K | 0.05% | −13−1.6% | Reduced |
| Transcendent Capital Group LLC | 811 | $126.9K | 0.07% | +12+1.5% | Added |
| Creekmur Asset Management LLC | 823 | $128.7K | 0.03% | −57−6.5% | Reduced |
| Disciplina Capital Management LLC | 825 | $129.1K | 0.02% | +8+1.0% | Added |
| Garde Capital, Inc. | 831 | $130.0K | 0.01% | −160−16.1% | Reduced |
| GW&K Investment Management, LLC | 837 | $131.0K | 0.00% | +218+35.2% | Added |
| Valued Wealth Advisors LLC | 840 | $131.4K | 0.09% | +406+93.5% | Added |
| Trust Co | 842 | $131.7K | 0.02% | −114−11.9% | Reduced |
| Deane Retirement Strategies, Inc. | 842 | $131.7K | 0.07% | 00.0% | Unchanged |
| Clean Yield Group | 843 | $131.9K | 0.05% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 857 | $134.1K | 0.07% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 860 | $134.6K | 0.03% | +297+52.8% | Added |
| Financial Freedom, LLC | 861 | $134.6K | 0.08% | +6+0.7% | Added |
| Raelipskie Partnership | 865 | $135.3K | 0.07% | 00.0% | Unchanged |
| Standard Family Office LLC | 882 | $138.0K | 0.18% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 890 | $139.2K | 0.05% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 896 | $140.0K | 0.04% | +896 | New |
| SJS Investment Consulting Inc. | 899 | $140.7K | 0.03% | +74+9.0% | Added |
| Disciplined Equity Management, Inc. | 900 | $140.8K | 0.09% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 900 | $140.8K | 0.02% | 00.0% | Unchanged |
| TD Capital Management LLC | 918 | $143.6K | 0.02% | −200−17.9% | Reduced |
| Westchester Capital Management, Inc. | 932 | $145.8K | 0.04% | 00.0% | Unchanged |
| New Millennium Group LLC | 989 | $154.6K | 0.10% | +989 | New |
| Clear Street Markets LLC | 1,000 | $156.0K | 0.06% | −26,700−96.4% | Reduced |
| Cove Street Capital, LLC | 1,000 | $156.0K | 0.11% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 1,000 | $156.4K | 0.04% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 1,000 | $157.0K | 0.10% | 00.0% | Unchanged |
| Aspect Partners, LLC | 1,004 | $157.0K | 0.09% | 00.0% | Unchanged |
| Cranbrook Wealth Management, LLC | 1,023 | $160.1K | 0.04% | +880+615.4% | Added |
| Redwood Wealth Management Group, LLC | 1,029 | $160.9K | 0.12% | +1,029 | New |
| AlphaMark Advisors, LLC | 1,031 | $161.0K | 0.06% | −54−5.0% | Reduced |
| Raffa Wealth Management, LLC | 1,030 | $161.1K | 0.05% | +201+24.2% | Added |
| Aspire Private Capital, LLC | 1,041 | $162.8K | 0.04% | +35+3.5% | Added |
| J.Safra Asset Management Corp | 1,044 | $163.3K | 0.02% | +686+191.6% | Added |
| Frazier Financial Advisors, LLC | 1,053 | $164.8K | 0.13% | −20−1.9% | Reduced |
| RE Dickinson Investment Advisors, LLC | 1,063 | $166.3K | 0.10% | +100+10.4% | Added |
| O'Brien Wealth Partners LLC | 1,072 | $167.7K | 0.04% | 00.0% | Unchanged |
| TFC Financial Management | 1,097 | $171.7K | 0.03% | −112−9.3% | Reduced |
| CBIZ Investment Advisory Services, LLC | 1,116 | $174.6K | 0.01% | −6−0.5% | Reduced |
| Clarity Asset Management, Inc. | 1,130 | $176.8K | 0.13% | +1+0.1% | Added |
| Hall Laurie J Trustee | 1,129 | $177.0K | 0.06% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 1,228 | $192.0K | 0.09% | −43−3.4% | Reduced |
| WealthCollab, LLC | 1,237 | $193.5K | 0.14% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 1,238 | $193.6K | 0.06% | +625+102.0% | Added |
| Laraway Financial Inc | 1,241 | $194.1K | 0.17% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 1,252 | $196.0K | 0.11% | +5+0.4% | Added |
| Vestor Capital, LLC | 1,263 | $198.0K | 0.02% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 1,273 | $199.1K | 0.11% | −390−23.5% | Reduced |
| American Money Management, LLC | 1,279 | $200.1K | 0.04% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 1,279 | $200.1K | 0.07% | +89+7.5% | Added |
| Ground Swell Capital, LLC | 1,280 | $200.2K | 0.19% | +1,280 | New |
| Bay Rivers Group | 1,280 | $200.2K | 0.10% | +1,280 | New |
| ICONIQ Capital, LLC | 1,282 | $200.5K | 0.00% | +1,282 | New |
| WR Wealth Planners, LLC | 1,283 | $200.7K | 0.06% | +19+1.5% | Added |
| Life Planning Partners, Inc | 1,284 | $200.8K | 0.18% | 00.0% | Unchanged |
| R. W. Roge & Company, Inc. | 1,290 | $201.0K | 0.11% | −100−7.2% | Reduced |
| CKW Financial Group | 1,283 | $201.0K | 0.03% | +3+0.2% | Added |
| Atalanta Sosnoff Capital, LLC | 1,289 | $201.6K | 0.00% | −163−11.2% | Reduced |
| Cumberland Advisors Inc | 1,290 | $201.8K | 0.08% | 00.0% | Unchanged |
| Detalus Advisors, LLC | 1,292 | $202.1K | 0.07% | +1,292 | New |
| WESPAC Advisors SoCal, LLC | 1,294 | $202.4K | 0.05% | −98−7.0% | Reduced |
| Disciplined Growth Investors Inc | 1,295 | $202.6K | 0.00% | 00.0% | Unchanged |
| Howard Wealth Management, LLC | 1,297 | $202.9K | 0.16% | 00.0% | Unchanged |
| Heritage Wealth Partners, LLC | 1,298 | $203.0K | 0.29% | −85−6.1% | Reduced |
| Jag Capital Management, LLC | 1,299 | $203.3K | 0.03% | −1,540−54.2% | Reduced |