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 |
|---|---|---|---|---|---|
| Basepoint Wealth LLC | 2,040 | $319.1K | 0.25% | +65+3.3% | Added |
| Terril Brothers, Inc. | 2,043 | $319.6K | 0.11% | +164+8.7% | Added |
| Lockerman Financial Group, Inc. | 2,046 | $320.0K | 0.58% | +174+9.3% | Added |
| Willner & Heller, LLC | 2,047 | $320.1K | 0.31% | −29−1.4% | Reduced |
| Strategic Wealth Designers | 2,047 | $320.4K | 0.04% | +2,047 | New |
| Goldstein Advisors, LLC | 2,052 | $321.0K | 0.05% | +675+49.0% | Added |
| Adamsbrown Wealth Consultants LLC | 2,053 | $321.1K | 0.12% | +101+5.2% | Added |
| Palisades Hudson Asset Management, L.P. | 2,062 | $322.0K | 0.15% | −169−7.6% | Reduced |
| Liberty Capital Management, Inc. | 2,059 | $322.1K | 0.08% | +356+20.9% | Added |
| WealthTrust Asset Management, LLC | 2,060 | $322.2K | 0.24% | +18+0.9% | Added |
| Cahill Financial Advisors Inc | 2,061 | $322.4K | 0.04% | +65+3.3% | Added |
| Syntegra Private Wealth Group, LLC | 2,062 | $322.5K | 0.04% | +17+0.8% | Added |
| Unionview, LLC | 2,067 | $323.3K | 0.26% | +18+0.9% | Added |
| Riverwater Partners LLC | 2,071 | $323.9K | 0.24% | −163−7.3% | Reduced |
| Smart Portfolios, LLC | 2,075 | $324.6K | 0.33% | +270+15.0% | Added |
| Shira Ridge Wealth Management | 2,078 | $325.0K | 0.18% | +2,078 | New |
| Beech Hill Advisors, Inc. | 2,083 | $325.8K | 0.13% | +2,083 | New |
| Financial Perspectives, Inc | 2,084 | $325.9K | 0.12% | 00.0% | Unchanged |
| Community Bank of Raymore | 2,087 | $326.4K | 0.25% | 00.0% | Unchanged |
| Knightsbridge Asset Management, LLC | 2,096 | $327.9K | 0.08% | −41−1.9% | Reduced |
| Keeler & Nadler Financial Planning & Wealth Management | 2,100 | $328.4K | 0.18% | −10−0.5% | Reduced |
| Wealth Advisors of Iowa, LLC | 2,101 | $328.7K | 0.18% | +10+0.5% | Added |
| HHM Wealth Advisors, LLC | 2,102 | $328.8K | 0.05% | +1,247+145.8% | Added |
| Marks Group Wealth Management, Inc | 2,104 | $329.2K | 0.03% | −44−2.0% | Reduced |
| Falcon Wealth Planning | 2,111 | $330.2K | 0.04% | +75+3.7% | Added |
| Winton Group Ltd | 2,112 | $330.4K | 0.02% | −3,718−63.8% | Reduced |
| New Covenant Trust Company, N.A. | 2,078 | $330.7K | 0.38% | −140−6.3% | Reduced |
| Wooster Corthell Wealth Management, Inc. | 2,117 | $331.1K | 0.07% | 00.0% | Unchanged |
| Nadler Financial Group, Inc. | 2,117 | $331.1K | 0.04% | −113−5.1% | Reduced |
| Compass Financial Group, INC | 2,120 | $331.6K | 0.07% | +10+0.5% | Added |
| Rede Wealth, LLC | 2,120 | $331.7K | 0.31% | 00.0% | Unchanged |
| Partners in Financial Planning | 2,124 | $332.3K | 0.07% | 00.0% | Unchanged |
| Cookson Peirce & Co Inc | 2,127 | $332.7K | 0.02% | +2,127 | New |
| Edmonds Duncan Registered Investment Advisors, LLC | 2,128 | $332.9K | 0.08% | 00.0% | Unchanged |
| Sequent Planning LLC | 2,128 | $333.0K | 0.11% | −155−6.8% | Reduced |
| Sandy Cove Advisors, LLC | 2,141 | $334.9K | 0.15% | +20+0.9% | Added |
| Activest Wealth Management | 2,141 | $335.0K | 0.11% | +2,000+1,418.4% | Added |
| Diker Management LLC | 2,156 | $337.2K | 0.29% | 00.0% | Unchanged |
| Source Financial Advisors LLC | 2,158 | $337.5K | 0.10% | +100+4.9% | Added |
| Johnson Bixby & Associates, LLC | 2,158 | $337.6K | 0.06% | −1,837−46.0% | Reduced |
| Power Wealth Management LLC | 2,163 | $338.3K | 0.16% | −1,341−38.3% | Reduced |
| Sequent Asset Management, LLC | 2,166 | $338.8K | 0.17% | +251+13.1% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 2,170 | $339.0K | 0.01% | 00.0% | Unchanged |
| Old North State Trust, LLC | 2,168 | $339.0K | 0.29% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 2,168 | $339.0K | 0.05% | +62+2.9% | Added |
| Etfidea, LLC | 2,168 | $339.1K | 0.11% | +10.0% | Added |
| Aft, Forsyth & Company, Inc. | 2,169 | $339.3K | 0.17% | 00.0% | Unchanged |
| Matisse Capital | 2,169 | $339.4K | 0.17% | +3+0.1% | Added |
| JSF Financial, LLC | 2,170 | $339.4K | 0.10% | +190+9.6% | Added |
| Spinnaker Investment Group, LLC | 2,176 | $340.4K | 0.09% | −30−1.4% | Reduced |
| WFA of San Diego, LLC | 2,179 | $340.8K | 0.30% | +2,179 | New |
| LWMG, LLC | 2,182 | $341.4K | 0.07% | +12+0.6% | Added |
| Seven Mile Advisory | 2,184 | $341.6K | 0.25% | −499−18.6% | Reduced |
| Idaho Trust Bank | 2,191 | $342.7K | 0.18% | +2,191 | New |
| Lakeside Advisors, INC. | 2,196 | $343.4K | 0.22% | −150−6.4% | Reduced |
| Crown Wealth Group, LLC | 2,198 | $343.8K | 0.17% | −647−22.7% | Reduced |
| Solstein Capital, LLC | 2,201 | $344.3K | 0.22% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 2,253 | $344.7K | 0.08% | +2,253 | New |
| Prepared Retirement Institute LLC | 2,205 | $344.9K | 0.23% | 00.0% | Unchanged |
| MeadowBrook Investment Advisors LLC | 2,207 | $345.2K | 0.33% | +1,765+399.3% | Added |
| Yoder Wealth Management, Inc. | 2,208 | $345.4K | 0.22% | +3+0.1% | Added |
| Lewis Asset Management, LLC | 2,209 | $345.5K | 0.26% | +54+2.5% | Added |
| Terra Nova Asset Management LLC | 2,210 | $345.7K | 0.27% | +5+0.2% | Added |
| Blossom Wealth Management | 2,218 | $347.0K | 0.76% | +25+1.1% | Added |
| Wharton Business Group, LLC | 2,219 | $347.0K | 0.02% | 00.0% | Unchanged |
| Kuhn & Co Investment Counsel | 2,222 | $347.6K | 0.31% | −663−23.0% | Reduced |
| Luts & Greenleigh Group, Inc | 2,222 | $347.6K | 0.36% | +2,222 | New |
| Crane Advisory, LLC | 2,254 | $347.8K | 0.07% | −141−5.9% | Reduced |
| Opal Wealth Advisors, LLC | 2,234 | $349.5K | 0.11% | −664−22.9% | Reduced |
| LWM Advisory Services, LLC | 2,242 | $350.7K | 0.30% | −255−10.2% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 2,249 | $351.8K | 0.05% | −329−12.8% | Reduced |
| Loomis Sayles & Co L P | 2,250 | $352.0K | 0.00% | −153−6.4% | Reduced |
| Mathes Company, Inc. | 2,250 | $352.0K | 0.13% | +2,250 | New |
| Northcape Wealth Management, LLC | 2,253 | $352.4K | 0.13% | +38+1.7% | Added |
| Instrumental Wealth, LLC | 2,238 | $352.5K | 0.36% | +76+3.5% | Added |
| Indie Asset Partners, LLC | 2,256 | $352.8K | 0.28% | −8−0.4% | Reduced |
| Frisch Financial Group, Inc. | 2,259 | $353.0K | 0.11% | −603−21.1% | Reduced |
| Elser Financial Planning, Inc | 2,260 | $353.5K | 0.06% | +2,260 | New |
| Meixler Investment Management, Ltd. | 2,266 | $354.4K | 0.27% | −76−3.2% | Reduced |
| Financial Advisors, LLC | 2,275 | $355.8K | 0.07% | +38+1.7% | Added |
| Summit Wealth Group, LLC | 2,277 | $356.0K | 0.11% | +2,277 | New |
| IAG Wealth Partners, LLC | 2,276 | $356.0K | 0.07% | +459+25.3% | Added |
| Bowman & Co S.C. | 2,280 | $356.6K | 0.21% | 00.0% | Unchanged |
| Weil Company, Inc. | 2,281 | $356.8K | 0.13% | +118+5.5% | Added |
| Hillsdale Investment Management Inc. | 2,285 | $357.4K | 0.03% | +1,150+101.3% | Added |
| O'Dell Group, LLC | 2,268 | $357.7K | 0.09% | 00.0% | Unchanged |
| GEM Asset Management, LLC | 2,293 | $358.7K | 0.22% | +65+2.9% | Added |
| ShoreHaven Wealth Partners, LLC | 2,297 | $359.4K | 0.19% | +20+0.9% | Added |
| WESCAP Management Group, Inc. | 2,299 | $359.6K | 0.10% | −75−3.2% | Reduced |
| Castleview Partners, LLC | 2,299 | $359.6K | 0.20% | +221+10.6% | Added |
| Triton Wealth Management, PLLC | 2,334 | $359.7K | 0.21% | +10.0% | Added |
| West Bancorporation Inc | 2,303 | $360.2K | 0.27% | 00.0% | Unchanged |
| AAFCPAs Wealth Management, LLC | 2,304 | $360.4K | 0.19% | +2+0.1% | Added |
| Grey Fox Wealth Advisors, LLC | 2,306 | $360.6K | 0.13% | +74+3.3% | Added |
| Financial Security Advisor, Inc. | 2,307 | $360.9K | 0.12% | −10−0.4% | Reduced |
| Sather Financial Group Inc | 2,308 | $361.0K | 0.03% | −59−2.5% | Reduced |
| Isthmus Partners, LLC | 2,312 | $361.6K | 0.04% | 00.0% | Unchanged |
| Shayne & Co., LLC | 2,314 | $362.0K | 0.10% | 00.0% | Unchanged |
| Royal Capital Wealth Management, LLC | 2,323 | $363.4K | 0.27% | +12+0.5% | Added |
| Austin Wealth Management, LLC | 2,343 | $363.8K | 0.09% | +24+1.0% | Added |