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 |
|---|---|---|---|---|---|
| Garden State Investment Advisory Services LLC | 2,319 | $363.9K | 0.13% | +210+10.0% | Added |
| Ssi Investment Management LLC | 2,329 | $364.3K | 0.03% | −3−0.1% | Reduced |
| First National Bank | 2,333 | $364.9K | 0.27% | +695+42.4% | Added |
| Benchmark Investment Advisors LLC | 2,345 | $366.8K | 0.27% | −767−24.6% | Reduced |
| True Link Financial Advisors, LLC | 2,360 | $369.1K | 0.03% | +552+30.5% | Added |
| Richwood Investment Advisors, LLC | 2,360 | $369.2K | 0.32% | −120−4.8% | Reduced |
| Norris Perne & French LLP | 2,361 | $369.3K | 0.03% | −76−3.1% | Reduced |
| Mason & Associates Inc | 2,363 | $369.6K | 0.10% | +98+4.3% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 2,396 | $369.8K | 0.19% | +11+0.5% | Added |
| Private Wealth Advisors | 2,364 | $370.1K | 0.16% | +2+0.1% | Added |
| Berry Wealth Group, LP | 2,369 | $370.5K | 0.30% | −185−7.2% | Reduced |
| Monograph Wealth Advisors, LLC | 2,370 | $370.7K | 0.05% | −700−22.8% | Reduced |
| Triune Financial Partners, LLC | 2,375 | $371.5K | 0.13% | −106−4.3% | Reduced |
| Safeguard Financial, LLC | 2,377 | $371.9K | 0.10% | +1,044+78.3% | Added |
| Clark Financial Services Group Inc | 2,378 | $372.0K | 0.39% | −1,606−40.3% | Reduced |
| Richardson Financial Services Inc. | 2,381 | $372.4K | 0.27% | +314+15.2% | Added |
| Marotta Asset Management | 2,380 | $372.5K | 0.08% | +625+35.6% | Added |
| waypoint wealth counsel | 2,388 | $373.6K | 0.29% | −196−7.6% | Reduced |
| Silver Lake Advisory, LLC | 2,389 | $373.6K | 0.17% | +25+1.1% | Added |
| Kelly Financial Services LLC | 2,395 | $374.7K | 0.13% | +180+8.1% | Added |
| US Asset Management LLC | 2,399 | $375.0K | 0.34% | −40−1.6% | Reduced |
| Kerntke Otto McGlone Wealth Management Group | 2,405 | $376.2K | 0.35% | +85+3.7% | Added |
| Cambridge Financial Group, LLC | 2,407 | $376.5K | 0.17% | +11+0.5% | Added |
| Legacy Edge Advisors, LLC | 2,409 | $376.9K | 0.07% | +615+34.3% | Added |
| Thrive Capital Management, LLC | 2,412 | $377.1K | 0.17% | +485+25.2% | Added |
| Denver Wealth Management, Inc. | 2,415 | $377.8K | 0.19% | −149−5.8% | Reduced |
| Archvest Wealth Advisors, Inc. | 2,418 | $378.5K | 0.25% | +421+21.1% | Added |
| Alliance Wealth Advisors, LLC | 2,420 | $378.5K | 0.24% | +18+0.7% | Added |
| Western Financial Corp | 2,420 | $378.6K | 0.23% | +9+0.4% | Added |
| Acima Private Wealth, LLC | 2,421 | $378.7K | 0.14% | 00.0% | Unchanged |
| Total Investment Management Inc | 2,422 | $378.8K | 0.05% | −558−18.7% | Reduced |
| Old North State Wealth Management, LLC | 2,426 | $379.8K | 0.25% | −94−3.7% | Reduced |
| Alliance Wealth Management Group | 2,430 | $380.1K | 0.11% | 00.0% | Unchanged |
| Camelot Portfolios, LLC | 2,431 | $380.2K | 0.22% | +2,431 | New |
| Kooman & Associates | 2,431 | $380.3K | 0.15% | +534+28.1% | Added |
| Walkner Condon Financial Advisors LLC | 2,438 | $381.3K | 0.08% | −44−1.8% | Reduced |
| Verum Partners LLC | 2,439 | $381.5K | 0.12% | +203+9.1% | Added |
| Hilton Capital Management, LLC | 2,443 | $382.1K | 0.03% | +595+32.2% | Added |
| Meridian Wealth Partners, LLC | 2,450 | $383.2K | 0.07% | +197+8.7% | Added |
| Prospect Financial Services LLC | 2,452 | $383.5K | 0.29% | +240+10.8% | Added |
| Paces Ferry Wealth Advisors, LLC | 2,454 | $383.8K | 0.23% | +8+0.3% | Added |
| Lesa Sroufe & Co | 2,458 | $384.0K | 0.37% | 00.0% | Unchanged |
| Meridian Financial, LLC | 2,460 | $384.7K | 0.28% | 00.0% | Unchanged |
| Essex LLC | 2,463 | $385.3K | 0.09% | +40+1.7% | Added |
| Northwest Investment Counselors, LLC | 2,468 | $386.0K | 0.10% | +207+9.2% | Added |
| RS Crum Inc. | 2,471 | $386.5K | 0.10% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 3,137 | $387.0K | 0.12% | +3,137 | New |
| Roman Butler Fullerton & Co | 2,509 | $389.2K | 0.13% | −18−0.7% | Reduced |
| Schubert & Co | 2,474 | $390.2K | 0.33% | 00.0% | Unchanged |
| Lane & Associates LLC | 2,495 | $390.2K | 0.23% | +310+14.2% | Added |
| Manchester Financial Inc | 2,496 | $390.5K | 0.10% | +564+29.2% | Added |
| Fountainhead AM, LLC | 2,499 | $390.9K | 0.09% | +341+15.8% | Added |
| Alan B. Lancz & Associates, Inc. | 2,499 | $390.9K | 0.39% | +2,499 | New |
| GDS Wealth Management | 2,503 | $391.5K | 0.04% | +163+7.0% | Added |
| Legacy Financial Group, Inc. | 2,506 | $391.9K | 0.15% | 00.0% | Unchanged |
| Investment Partners Asset Management, Inc. | 2,514 | $393.3K | 0.35% | +35+1.4% | Added |
| Rocky Mountain Advisers, LLC | 2,527 | $395.3K | 0.13% | −22−0.9% | Reduced |
| Zega Financial, LLC | 2,532 | $396.0K | 0.14% | +2,532 | New |
| German American Bancorp, Inc. | 2,534 | $396.4K | 0.05% | +549+27.7% | Added |
| Horizon Wealth Management, LLC | 2,543 | $397.7K | 0.09% | −10,192−80.0% | Reduced |
| SRS Capital Advisors, Inc. | 2,544 | $398.0K | 0.04% | +273+12.0% | Added |
| Southern Capital Advisors, LLC | 2,553 | $399.3K | 0.25% | −110−4.1% | Reduced |
| Madison Wealth Partners, Inc | 2,564 | $401.1K | 0.14% | +52+2.1% | Added |
| Tiff Advisory Services Inc | 2,570 | $402.0K | 0.14% | +1,218+90.1% | Added |
| Optivise Advisory Services LLC | 2,571 | $402.2K | 0.22% | +2,571 | New |
| New England Capital Financial Advisors LLC | 2,572 | $402.3K | 0.22% | +3+0.1% | Added |
| Concorde Asset Management, LLC | 2,579 | $403.4K | 0.25% | +26+1.0% | Added |
| NWK Group, Inc. | 2,585 | $404.3K | 0.17% | 00.0% | Unchanged |
| Baker Boyer National Bank | 2,588 | $404.8K | 0.14% | −565−17.9% | Reduced |
| Carmel Capital Partners, LLC | 2,588 | $404.8K | 0.17% | +62+2.5% | Added |
| Parisi Gray Wealth Management | 2,589 | $404.9K | 0.15% | +110+4.4% | Added |
| Brogan Financial, Inc. | 2,593 | $405.5K | 0.26% | +34+1.3% | Added |
| OMNI 360 Wealth, Inc. | 2,598 | $406.4K | 0.31% | +27+1.1% | Added |
| Family Firm, Inc. | 2,600 | $406.7K | 0.09% | +21+0.8% | Added |
| Leonard Rickey Investment Advisors P.L.L.C. | 2,600 | $406.7K | 0.10% | −4−0.2% | Reduced |
| MMBG Investment Advisors Co. | 2,600 | $406.7K | 0.04% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 2,605 | $407.5K | 0.06% | −248−8.7% | Reduced |
| Silvant Capital Management LLC | 2,615 | $409.0K | 0.02% | 00.0% | Unchanged |
| Apollon Financial, LLC | 2,617 | $409.3K | 0.13% | +10.0% | Added |
| Malaga Cove Capital, LLC | 2,621 | $410.0K | 0.17% | −8−0.3% | Reduced |
| Summit Financial Strategies, Inc. | 2,622 | $410.1K | 0.05% | −38−1.4% | Reduced |
| Midwest Heritage Bank, FSB | 2,630 | $411.3K | 0.21% | +417+18.8% | Added |
| Eukles Asset Management | 2,631 | $411.5K | 0.18% | +105+4.2% | Added |
| Towercrest Capital Management | 2,635 | $412.2K | 0.07% | 00.0% | Unchanged |
| Baron Silver Stevens Financial Advisors, LLC | 2,636 | $412.3K | 0.08% | −464−15.0% | Reduced |
| Heirloom Wealth Management | 2,637 | $412.5K | 0.13% | −211−7.4% | Reduced |
| Geller Advisors LLC | 2,638 | $412.6K | 0.03% | −148−5.3% | Reduced |
| Northstar Advisory Group, LLC | 2,638 | $412.6K | 0.24% | +27+1.0% | Added |
| Private Ocean, LLC | 2,642 | $413.2K | 0.04% | −73−2.7% | Reduced |
| Taylor Hoffman Wealth Management | 2,642 | $413.5K | 0.17% | +267+11.2% | Added |
| Alliance Wealth Advisors, LLC | 2,650 | $414.5K | 0.12% | −222−7.7% | Reduced |
| Phraction Management LLC | 2,650 | $414.5K | 0.15% | 00.0% | Unchanged |
| Novak & Powell Financial Services, Inc. | 2,650 | $414.6K | 0.26% | +3+0.1% | Added |
| Paragon Capital Management Ltd | 2,658 | $415.8K | 0.08% | −2,318−46.6% | Reduced |
| Harvest Investment Services, LLC | 2,659 | $415.9K | 0.16% | −227−7.9% | Reduced |
| Lakeshore Financial Planning, Inc. | 2,669 | $417.5K | 0.20% | +302+12.8% | Added |
| Princeton Global Asset Management LLC | 2,673 | $418.0K | 0.09% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 2,677 | $418.7K | 0.08% | +920+52.4% | Added |
| City Center Advisors, LLC | 2,660 | $419.6K | 0.49% | 00.0% | Unchanged |
| DLK Investment Management, LLC | 2,693 | $421.2K | 0.17% | +499+22.7% | Added |