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
- 3,511
- +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 | 4,143 | $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 |
|---|---|---|---|---|---|
| Investors Research Corp | 1,789 | $279.8K | 0.07% | 00.0% | Unchanged |
| Advance Capital Management, Inc. | 1,791 | $280.1K | 0.01% | −343−16.1% | Reduced |
| Bigelow Investment Advisors, LLC | 1,791 | $280.1K | 0.13% | −3−0.2% | Reduced |
| Transatlantique Private Wealth LLC | 1,793 | $280.2K | 0.11% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 1,793 | $280.5K | 0.12% | +248+16.1% | Added |
| BlueChip Wealth Advisors LLC | 1,794 | $280.7K | 0.17% | +84+4.9% | Added |
| Christensen, King & Associates Investment Services, Inc. | 1,795 | $280.8K | 0.14% | −85−4.5% | Reduced |
| Kahn Brothers Group Inc | 1,800 | $282.0K | 0.05% | 00.0% | Unchanged |
| TradeLink Capital LLC | 1,800 | $282.0K | 0.81% | +1,800 | New |
| M3 Advisory Group, LLC | 1,804 | $282.2K | 0.23% | +111+6.6% | Added |
| International Private Wealth Advisors LLC | 1,805 | $282.3K | 0.48% | −900−33.3% | Reduced |
| KWB Wealth | 1,791 | $282.5K | 0.04% | 00.0% | Unchanged |
| KFG Wealth Management, LLC | 1,810 | $283.2K | 0.11% | 00.0% | Unchanged |
| Heritage Wealth Management, Inc. | 1,812 | $283.4K | 0.27% | −78−4.1% | Reduced |
| Vivaldi Capital Management, LLC | 1,819 | $284.5K | 0.08% | −49−2.6% | Reduced |
| Ariston Services Group | 1,820 | $284.7K | 0.27% | −10−0.5% | Reduced |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 1,821 | $284.8K | 0.12% | 00.0% | Unchanged |
| Regis Acquisition Inc. | 1,824 | $285.0K | 0.17% | −20−1.1% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 1,823 | $285.0K | 0.06% | 00.0% | Unchanged |
| Tidemark, LLC | 1,828 | $286.0K | 0.13% | +74+4.2% | Added |
| Lester Murray Antman dba SimplyRich | 1,832 | $286.0K | 0.09% | 00.0% | Unchanged |
| Martel Wealth Advisors Inc | 1,830 | $286.2K | 0.06% | +125+7.3% | Added |
| Three Seasons Wealth, LLC | 1,835 | $287.0K | 0.16% | −25−1.3% | Reduced |
| Sierra Summit Advisors LLC | 1,839 | $287.7K | 0.07% | +223+13.8% | Added |
| Allegiance Financial Group Advisory Services LLC | 1,839 | $287.7K | 0.11% | +100+5.8% | Added |
| Walker Financial Services, Inc. | 1,840 | $287.7K | 0.22% | +90+5.1% | Added |
| Focused Wealth Management, Inc | 1,842 | $288.1K | 0.04% | −3−0.2% | Reduced |
| KKM Financial LLC | 1,843 | $288.4K | 0.14% | 00.0% | Unchanged |
| Yarger Wealth Strategies, LLC | 1,846 | $288.8K | 0.17% | +28+1.5% | Added |
| Financial Advisory Corp | 1,847 | $289.0K | 0.12% | −662−26.4% | Reduced |
| BNP Paribas | 1,848 | $289.1K | 0.01% | −223−10.8% | Reduced |
| Saturna Capital CORP | 1,852 | $289.7K | 0.00% | 00.0% | Unchanged |
| Kennedy Investment Group | 1,858 | $290.7K | 0.15% | +145+8.5% | Added |
| Insight Advisors, LLC | 1,862 | $291.4K | 0.05% | −167−8.2% | Reduced |
| Orion Investment Co | 1,868 | $292.2K | 0.12% | +1,868 | New |
| Signet Financial Management, LLC | 1,869 | $292.3K | 0.04% | +1+0.1% | Added |
| Fi3 FINANCIAL ADVISORS, LLC | 1,870 | $292.4K | 0.13% | −189−9.2% | Reduced |
| Security National Bank of Sioux City Iowa | 1,873 | $293.0K | 0.21% | 00.0% | Unchanged |
| Summit Wealth Partners, LLC | 1,874 | $293.1K | 0.06% | 00.0% | Unchanged |
| Leslie Global Wealth, LLC | 1,874 | $293.1K | 0.17% | +1,874 | New |
| Mainsail Asset Management, LLC | 1,876 | $293.4K | 0.23% | 00.0% | Unchanged |
| Theory Financial LLC | 1,877 | $293.6K | 0.14% | −26−1.4% | Reduced |
| Affinity Investment Advisors, LLC | 1,878 | $293.8K | 0.22% | 00.0% | Unchanged |
| Fiduciary Planning LLC | 1,880 | $294.1K | 0.11% | +1+0.1% | Added |
| Franklin, Parlapiano, Turner & Welch, LLC | 1,880 | $294.1K | 0.08% | 00.0% | Unchanged |
| Biltmore Family Office, LLC | 1,881 | $294.1K | 0.05% | +229+13.9% | Added |
| Northwest Wealth Management, LLC | 1,884 | $294.7K | 0.08% | +102+5.7% | Added |
| Park Edge Advisors, LLC | 1,885 | $294.9K | 0.09% | −326−14.7% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 1,886 | $295.0K | 0.00% | +104+5.8% | Added |
| Spectrum Wealth Counsel, LLC | 1,888 | $295.3K | 0.04% | −64−3.3% | Reduced |
| Osterweis Capital Management Inc | 1,890 | $295.6K | 0.02% | 00.0% | Unchanged |
| Pathway Financial Advisors LLC | 1,891 | $295.8K | 0.08% | 00.0% | Unchanged |
| First International Bank & Trust | 1,893 | $296.1K | 0.10% | −56−2.9% | Reduced |
| Sunburst Financial Group, LLC | 1,894 | $296.2K | 0.08% | −76−3.9% | Reduced |
| Armbruster Capital Management, Inc. | 1,895 | $296.4K | 0.06% | +7+0.4% | Added |
| Burt Wealth Advisors | 1,906 | $298.1K | 0.08% | −22−1.1% | Reduced |
| Security National Bank of So Dak | 1,906 | $298.1K | 0.18% | 00.0% | Unchanged |
| Canvas Wealth Advisors, LLC | 1,871 | $298.6K | 0.09% | +80+4.5% | Added |
| CGC Financial Services, LLC | 1,914 | $299.4K | 0.13% | +1+0.1% | Added |
| Insight Wealth Partners, LLC | 1,918 | $300.0K | 0.19% | +142+8.0% | Added |
| Mma Asset Management LLC | 1,920 | $300.3K | 0.14% | −74−3.7% | Reduced |
| Boomfish Wealth Group, LLC | 1,920 | $300.3K | 0.19% | +1,920 | New |
| Black Diamond Financial, LLC | 1,923 | $300.9K | 0.06% | +1,923 | New |
| AllSquare Wealth Management LLC | 1,928 | $301.6K | 0.18% | 00.0% | Unchanged |
| Archetype Wealth Partners | 1,932 | $302.0K | 0.05% | −1,412−42.2% | Reduced |
| Claris Advisors, LLC | 1,932 | $302.2K | 0.16% | −80−4.0% | Reduced |
| McLean Asset Management Corp | 1,950 | $302.5K | 0.10% | +108+5.9% | Added |
| Texas Capital Bancshares Inc | 1,939 | $303.3K | 0.12% | −136−6.6% | Reduced |
| Henshaw Capital LLC | 1,945 | $304.2K | 0.01% | 00.0% | Unchanged |
| Broadleaf Partners, LLC | 1,953 | $305.5K | 0.07% | −74−3.7% | Reduced |
| Keystone Financial Services | 1,953 | $305.5K | 0.13% | −41−2.1% | Reduced |
| S&T Bank | 1,956 | $306.0K | 0.08% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 1,957 | $306.2K | 0.10% | +14+0.7% | Added |
| Heritage Wealth Management, Inc./Texas | 1,962 | $307.0K | 0.19% | +3+0.2% | Added |
| Steigerwald, Gordon & Koch Inc. | 1,965 | $307.4K | 0.04% | −62−3.1% | Reduced |
| Summit X, LLC | 1,965 | $307.9K | 0.07% | +311+18.8% | Added |
| Sonata Capital Group Inc | 1,978 | $309.0K | 0.16% | −50−2.5% | Reduced |
| Innova Wealth Partners | 1,976 | $309.1K | 0.22% | +76+4.0% | Added |
| Dash Acquisitions Inc. | 1,918 | $309.2K | 0.08% | −18−0.9% | Reduced |
| Gentry Private Wealth, LLC | 1,978 | $309.4K | 0.27% | +1,978 | New |
| Fortitude Family Office, LLC | 1,981 | $309.9K | 0.18% | +1,432+260.8% | Added |
| Dynamic Wealth Strategies, LLC | 1,984 | $310.0K | 0.27% | −63−3.1% | Reduced |
| Acorn Wealth Advisors, LLC | 1,984 | $310.4K | 0.15% | +124+6.7% | Added |
| James J. Burns & Company, LLC | 1,997 | $312.0K | 0.06% | +95+5.0% | Added |
| Slow Capital, Inc. | 2,000 | $312.8K | 0.05% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 2,000 | $312.8K | 0.10% | +2,000 | New |
| Next Capital Management LLC | 2,012 | $314.7K | 0.13% | +375+22.9% | Added |
| Watershed Private Wealth LLC | 2,018 | $315.6K | 0.13% | 00.0% | Unchanged |
| Gratus Wealth Advisors, LLC | 1,985 | $315.9K | 0.05% | 00.0% | Unchanged |
| MB, Levis & Associates, LLC | 2,021 | $316.1K | 0.17% | +10+0.5% | Added |
| Beddow Capital Management Inc | 2,025 | $317.0K | 0.14% | +125+6.6% | Added |
| Riverview Trust Co | 2,031 | $317.7K | 0.30% | 00.0% | Unchanged |
| Financial Insights, Inc. | 2,032 | $317.8K | 0.09% | −1,126−35.7% | Reduced |
| Koss-Olinger Consulting, LLC | 2,035 | $318.0K | 0.03% | +2,035 | New |
| Ade, LLC | 2,035 | $318.3K | 0.21% | +175+9.4% | Added |
| Patriot Investment Management Inc. | 2,037 | $318.6K | 0.02% | −21−1.0% | Reduced |
| IVC Wealth Advisors LLC | 2,037 | $318.6K | 0.18% | −9−0.4% | Reduced |
| First Citizens Financial Corp | 2,038 | $318.8K | 0.19% | −128−5.9% | Reduced |
| Jacobsen Capital Management | 2,039 | $318.9K | 0.14% | +177+9.5% | Added |
| Wetzel Investment Advisors, Inc. | 2,023 | $319.1K | 0.18% | −283−12.3% | Reduced |