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 |
|---|---|---|---|---|---|
| Ewa, LLC | 1,319 | $203.3K | 0.08% | +1,319 | New |
| Sanders Morris Harris LLC | 1,300 | $203.3K | 0.03% | +1,300 | New |
| Aquire Wealth Advisors, LLC | 1,302 | $203.7K | 0.07% | 00.0% | Unchanged |
| Blankinship & Foster, LLC | 1,303 | $203.8K | 0.05% | 00.0% | Unchanged |
| Elite Life Management LLC | 1,304 | $204.0K | 0.79% | −6−0.5% | Reduced |
| Jackson Thornton Asset Management, LLC | 1,305 | $204.1K | 0.03% | −6−0.5% | Reduced |
| Lavaca Capital LLC | 1,305 | $204.1K | 0.11% | 00.0% | Unchanged |
| Afg Fiduciary Services Limited Partnership | 1,302 | $204.4K | 0.14% | 00.0% | Unchanged |
| Whitcomb & Hess, Inc. | 1,309 | $204.7K | 0.06% | +12+0.9% | Added |
| Carl Stuart Investment Advisor, Inc | 1,309 | $204.8K | 0.13% | 00.0% | Unchanged |
| Intergy Private Wealth, LLC | 1,310 | $204.9K | 0.08% | +1,310 | New |
| Congress Park Capital LLC | 1,311 | $205.1K | 0.08% | +1,311 | New |
| Flaharty Asset Management, LLC | 1,313 | $205.4K | 0.03% | +1,313 | New |
| Parkside Advisors LLC | 1,313 | $205.4K | 0.05% | −75−5.4% | Reduced |
| GoalFusion Wealth Management, LLC | 1,314 | $205.5K | 0.13% | +1+0.1% | Added |
| Financial Enhancement Group LLC | 1,347 | $205.6K | 0.03% | +66+5.2% | Added |
| Eagle Bay Advisors LLC | 1,315 | $205.7K | 0.12% | −487−27.0% | Reduced |
| Councilmark Asset Management, LLC | 1,315 | $205.7K | 0.15% | 00.0% | Unchanged |
| Red Wave Investments LLC | 1,316 | $205.8K | 0.08% | 00.0% | Unchanged |
| Astoria Portfolio Advisors LLC. | 1,322 | $206.8K | 0.07% | −109−7.6% | Reduced |
| PCA Investment Advisory Services Inc. | 1,322 | $206.8K | 0.11% | −17−1.3% | Reduced |
| Flynn Zito Capital Management, LLC | 1,329 | $207.9K | 0.11% | +11+0.8% | Added |
| McCarthy Asset Management, Inc. | 1,333 | $208.5K | 0.12% | 00.0% | Unchanged |
| Keebeck Wealth Management, LLC | 1,335 | $208.8K | 0.03% | −311−18.9% | Reduced |
| American Financial Advisors, LLC | 1,336 | $208.9K | 0.03% | −155−10.4% | Reduced |
| Beacon Bridge Wealth Partners, LLC | 1,340 | $209.5K | 0.10% | −552−29.2% | Reduced |
| Bensler, LLC | 1,344 | $210.2K | 0.03% | +15+1.1% | Added |
| Crew Capital Management, Ltd. | 1,348 | $210.9K | 0.17% | +5+0.4% | Added |
| Twin Lakes Capital Management, LLC | 1,351 | $211.3K | 0.14% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,356 | $212.1K | 0.03% | +78+6.1% | Added |
| Hanlon Investment Management, Inc. | 1,359 | $212.6K | 0.06% | +1,359 | New |
| Stephenson & Company, Inc. | 1,360 | $212.7K | 0.16% | −92−6.3% | Reduced |
| Motive Wealth Advisors | 1,362 | $213.0K | 0.13% | −28−2.0% | Reduced |
| Northstar Group, Inc. | 1,365 | $213.7K | 0.04% | 00.0% | Unchanged |
| Traveka Wealth, LLC | 1,372 | $214.6K | 0.10% | −333−19.5% | Reduced |
| Semus Wealth Partners LLC | 1,374 | $214.9K | 0.17% | −270−16.4% | Reduced |
| Quad-Cities Investment Group, LLC | 1,377 | $215.4K | 0.12% | 00.0% | Unchanged |
| Chiron Capital Management, LLC | 1,378 | $215.5K | 0.21% | 00.0% | Unchanged |
| Von Berge Wealth Management Group, LLC | 1,382 | $216.2K | 0.14% | −497−26.5% | Reduced |
| Drucker Wealth 3.0, LLC | 1,383 | $216.4K | 0.06% | +1,383 | New |
| AIMZ Investment Advisors, LLC | 1,384 | $216.6K | 0.08% | −182−11.6% | Reduced |
| Consilio Wealth Advisors, LLC | 1,390 | $217.4K | 0.10% | +72+5.5% | Added |
| Omnia Family Wealth, LLC | 1,392 | $217.7K | 0.09% | −19−1.3% | Reduced |
| Covestor Ltd | 1,393 | $218.0K | 0.14% | −43−3.0% | Reduced |
| Annandale Capital, LLC | 1,392 | $218.0K | 0.05% | 00.0% | Unchanged |
| 1858 Wealth Management, LLC | 1,395 | $218.2K | 0.18% | +6+0.4% | Added |
| Sterling Investment Advisors LLC | 1,400 | $219.0K | 0.13% | 00.0% | Unchanged |
| Heritage Investment Group, Inc. | 1,401 | $219.0K | 0.05% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 1,401 | $219.0K | 0.03% | +1,401 | New |
| Arthur M. Cohen & Associates, LLC | 1,405 | $219.8K | 0.04% | 00.0% | Unchanged |
| Smith Group Asset Management, LLC | 1,408 | $220.2K | 0.02% | −32,587−95.9% | Reduced |
| Arista Wealth Management, LLC | 1,413 | $221.0K | 0.06% | +1,413 | New |
| Magnolia Capital Advisors LLC | 1,418 | $221.8K | 0.12% | +1,418 | New |
| Mizuho Securities Co. Ltd. | 1,420 | $222.1K | 0.52% | +1,420 | New |
| Fiducient Advisors LLC | 1,421 | $222.3K | 0.03% | +37+2.7% | Added |
| Collaborative Wealth Managment Inc. | 1,427 | $223.2K | 0.11% | 00.0% | Unchanged |
| N.E.W. Advisory Services LLC | 1,429 | $223.5K | 0.02% | −462−24.4% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 1,431 | $223.8K | 0.07% | +14+1.0% | Added |
| Pegasus Partners Ltd. | 1,434 | $224.3K | 0.02% | +103+7.7% | Added |
| Diversified Investment Strategies, LLC | 1,436 | $224.5K | 0.16% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 1,436 | $224.6K | 0.07% | +24+1.7% | Added |
| Trinity Financial Advisors LLC | 1,438 | $224.9K | 0.10% | +1+0.1% | Added |
| Hamilton Point Investment Advisors, LLC | 1,439 | $225.1K | 0.04% | 00.0% | Unchanged |
| Paradiem, LLC | 1,439 | $225.1K | 0.06% | −123−7.9% | Reduced |
| One Wealth Management Investment & Advisory Services, LLC | 1,440 | $225.2K | 0.09% | +95+7.1% | Added |
| Hill Island Financial LLC | 1,453 | $227.2K | 0.07% | 00.0% | Unchanged |
| Wade Financial Advisory, Inc | 1,453 | $227.3K | 0.08% | 00.0% | Unchanged |
| Bullseye Investment Management, LLC | 1,579 | $227.6K | 0.15% | −12−0.8% | Reduced |
| Montis Financial, LLC | 1,460 | $228.3K | 0.10% | −121−7.7% | Reduced |
| PFS Partners, LLC | 1,476 | $230.8K | 0.15% | −15−1.0% | Reduced |
| Interactive Financial Advisors | 1,476 | $230.9K | 0.13% | 00.0% | Unchanged |
| EPIQ Capital Group, LLC | 1,478 | $231.3K | 0.08% | +15+1.0% | Added |
| Kercheville Advisors, LLC | 1,480 | $231.5K | 0.10% | 00.0% | Unchanged |
| ForthRight Wealth Management, LLC | 1,481 | $231.7K | 0.08% | +5+0.3% | Added |
| North Point Portfolio Managers Corp | 1,487 | $232.6K | 0.04% | +1,487 | New |
| LifePlan Investment Advisors, Inc. | 1,488 | $232.8K | 0.17% | +38+2.6% | Added |
| PCG Wealth Advisors, LLC | 1,490 | $233.0K | 0.10% | −145−8.9% | Reduced |
| Baader Bank INC | 1,693 | $233.1K | 0.02% | +1,693 | New |
| Intrepid Capital Management Inc | 1,492 | $233.4K | 0.15% | +1,492 | New |
| Brass Tax Wealth Management, Inc | 1,496 | $234.0K | 0.05% | +1,496 | New |
| Hoxton Planning & Management, LLC | 1,498 | $234.3K | 0.11% | +16+1.1% | Added |
| Check Capital Management Inc | 1,500 | $234.6K | 0.02% | 00.0% | Unchanged |
| Rebalance, LLC | 1,500 | $234.6K | 0.02% | 00.0% | Unchanged |
| First National Bank of Hutchinson | 1,500 | $234.6K | 0.15% | +1,500 | New |
| Atlas Capital Advisors LLC | 1,500 | $234.6K | 0.03% | +1,500 | New |
| Financial Planning & Information Services, Inc. | 1,501 | $234.8K | 0.04% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 1,504 | $235.3K | 0.12% | +1,504 | New |
| Zimmermann Investment Management & Planning LLC | 1,505 | $235.5K | 0.08% | −379−20.1% | Reduced |
| Meritas Wealth Management, LLC | 1,507 | $235.7K | 0.17% | +154+11.4% | Added |
| Hofer & Associates. Inc | 1,514 | $236.8K | 0.18% | +86+6.0% | Added |
| VitalStone Financial, LLC | 1,516 | $237.2K | 0.17% | −16−1.0% | Reduced |
| Grant/GrossMendelsohn, LLC | 1,521 | $237.9K | 0.11% | +1+0.1% | Added |
| Reynders McVeigh Capital Management, LLC | 1,520 | $238.0K | 0.01% | +1,520 | New |
| Ullmann Financial Group, Inc. | 1,527 | $238.8K | 0.03% | +16+1.1% | Added |
| Burns Matteson Capital Management, LLC | 1,530 | $239.3K | 0.15% | −19−1.2% | Reduced |
| Cascade Wealth Advisors, Inc | 1,524 | $240.1K | 0.18% | 00.0% | Unchanged |
| One Charles Private Wealth Services, LLC | 1,535 | $240.1K | 0.10% | 00.0% | Unchanged |
| Continental Investors Services, Inc. | 1,539 | $240.8K | 0.54% | +6+0.4% | Added |
| Cornerstone Advisors Asset Management, LLC | 1,540 | $240.9K | 0.07% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 1,547 | $242.0K | 0.18% | 00.0% | Unchanged |