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 |
|---|---|---|---|---|---|
| Vista Capital Partners, Inc. | 2,694 | $421.5K | 0.05% | +106+4.1% | Added |
| Avenir Corp | 2,695 | $421.6K | 0.04% | 00.0% | Unchanged |
| Smart Money Group LLC | 2,627 | $421.6K | 0.15% | −18−0.7% | Reduced |
| Prairie Sky Financial Group LLC | 2,696 | $421.7K | 0.26% | 00.0% | Unchanged |
| Princeton Capital Management LLC | 2,699 | $422.2K | 0.14% | +50+1.9% | Added |
| Pettinga Financial Advisors, LLC | 2,700 | $422.3K | 0.11% | +10.0% | Added |
| Blue Edge Capital, LLC | 2,700 | $422.3K | 0.07% | 00.0% | Unchanged |
| Ferguson Shapiro LLC | 2,704 | $422.9K | 0.17% | −2−0.1% | Reduced |
| Washburn Capital Management, Inc. | 2,705 | $423.1K | 0.30% | −190−6.6% | Reduced |
| Coordinated Financial Services, Inc. | 2,708 | $423.7K | 0.36% | +7+0.3% | Added |
| WCM Investment Management, LLC | 2,711 | $423.7K | 0.00% | +882+48.2% | Added |
| Icapital Wealth LLC | 2,709 | $423.7K | 0.23% | −750−21.7% | Reduced |
| Acorn Creek Capital LLC | 2,712 | $424.2K | 0.25% | −81−2.9% | Reduced |
| Buckingham Capital Management, Inc. | 2,713 | $424.4K | 0.05% | +2,713 | New |
| China Universal Asset Management Co., Ltd. | 2,718 | $425.1K | 0.06% | −872−24.3% | Reduced |
| Alta Wealth Advisors LLC | 2,720 | $425.5K | 0.21% | 00.0% | Unchanged |
| TNF LLC | 2,744 | $425.5K | 0.16% | +10.0% | Added |
| Worth Financial Advisory Group, LLC | 2,724 | $426.0K | 0.28% | +242+9.8% | Added |
| Aua Capital Management, LLC | 2,726 | $426.4K | 0.26% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 2,730 | $427.0K | 0.29% | +1,315+92.9% | Added |
| MN Wealth Advisors, LLC | 626 | $427.4K | 0.25% | −2,025−76.4% | Reduced |
| Fiduciary Financial Group, LLC | 2,725 | $430.0K | 0.10% | +2,725 | New |
| Atwater Malick LLC | 2,755 | $430.9K | 0.15% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 2,759 | $431.6K | 0.05% | +167+6.4% | Added |
| CJM Wealth Advisers, Ltd. | 2,761 | $432.1K | 0.16% | +10.0% | Added |
| Wedge Capital Management L L P | 2,767 | $432.8K | 0.01% | −159−5.4% | Reduced |
| Syntax Research, Inc. | 2,781 | $435.0K | 0.34% | +79+2.9% | Added |
| Triad Wealth Partners, LLC | 2,787 | $436.0K | 0.23% | +479+20.8% | Added |
| LRT Capital Management, LLC | 2,792 | $436.7K | 0.41% | +2,792 | New |
| Cedar Wealth Management, LLC | 2,808 | $439.2K | 0.14% | +245+9.6% | Added |
| KPP Advisory Services LLC | 2,813 | $440.0K | 0.12% | −14−0.5% | Reduced |
| Emprise Bank | 2,815 | $440.3K | 0.27% | −1,345−32.3% | Reduced |
| Sunflower Bank, N.A. | 2,816 | $440.5K | 0.10% | −432−13.3% | Reduced |
| First Personal Financial Services | 2,824 | $441.7K | 0.10% | 00.0% | Unchanged |
| Long Run Wealth Advisors, LLC | 2,838 | $443.9K | 0.11% | +74+2.7% | Added |
| Revisor Wealth Management LLC | 2,852 | $446.1K | 0.31% | −1,928−40.3% | Reduced |
| Greenwich Wealth Management LLC | 2,866 | $448.0K | 0.03% | −114−3.8% | Reduced |
| Sym Financial Corp | 2,866 | $448.2K | 0.07% | +710+32.9% | Added |
| GFG Capital, LLC | 2,867 | $448.5K | 0.12% | +200+7.5% | Added |
| UMA Financial Services, Inc. | 2,849 | $449.4K | 0.08% | −42−1.5% | Reduced |
| Morris Retirement Advisors, LLC | 2,880 | $450.5K | 0.26% | +948+49.1% | Added |
| 49 Wealth Management, LLC | 2,883 | $451.2K | 0.09% | +346+13.6% | Added |
| Ellerson Group Inc | 2,885 | $451.3K | 0.34% | −422−12.8% | Reduced |
| Amarillo National Bank | 2,889 | $451.9K | 0.09% | −5,584−65.9% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 2,899 | $453.5K | 0.31% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 2,905 | $454.4K | 0.09% | +42+1.5% | Added |
| Strategic Financial Services, Inc, | 2,908 | $454.9K | 0.03% | 00.0% | Unchanged |
| Red Mountain Financial, LLC | 2,913 | $455.7K | 0.55% | +2,913 | New |
| Fiera Capital Corp | 2,942 | $460.2K | 0.00% | −643−17.9% | Reduced |
| Montz Harcus Wealth Management LLC | 2,943 | $460.3K | 0.30% | +63+2.2% | Added |
| Tower Wealth Partners, Inc. | 2,943 | $460.3K | 0.28% | −784−21.0% | Reduced |
| Holistic Financial Partners | 2,954 | $462.1K | 0.23% | −351−10.6% | Reduced |
| Fortem Financial Group, LLC | 2,956 | $462.3K | 0.20% | −401−11.9% | Reduced |
| White Wing Wealth Management | 2,961 | $463.2K | 0.37% | +59+2.0% | Added |
| Custom Index Systems, LLC | 2,962 | $463.3K | 0.27% | +899+43.6% | Added |
| Cabot Wealth Management Inc | 2,968 | $464.3K | 0.06% | 00.0% | Unchanged |
| Ledgewood Wealth Advisors, LLC | 2,968 | $464.3K | 0.40% | 00.0% | Unchanged |
| Chatham Capital Group, Inc. | 2,974 | $465.2K | 0.08% | 00.0% | Unchanged |
| BIP Wealth, LLC | 2,980 | $466.2K | 0.04% | −4,577−60.6% | Reduced |
| MEMBERS Trust Co | 2,982 | $466.4K | 0.01% | −168−5.3% | Reduced |
| Straight Path Wealth Management | 2,982 | $466.4K | 0.24% | −10.0% | Reduced |
| Ridgewood Investments LLC | 2,986 | $467.1K | 0.23% | 00.0% | Unchanged |
| Sentinus, LLC | 2,987 | $467.2K | 0.15% | −1,455−32.8% | Reduced |
| Compton Financial Group, LLC | 2,987 | $467.2K | 0.15% | +10+0.3% | Added |
| Sugarloaf Wealth Management, LLC | 2,988 | $467.4K | 0.09% | +1,285+75.5% | Added |
| Sunpointe, LLC | 2,988 | $467.4K | 0.30% | −437−12.8% | Reduced |
| Ashford Capital Management Inc | 2,996 | $468.6K | 0.06% | 00.0% | Unchanged |
| Warwick Investment Management, Inc. | 2,996 | $468.6K | 0.11% | +127+4.4% | Added |
| Wealth Architects, LLC | 2,999 | $469.1K | 0.06% | +66+2.3% | Added |
| Joule Financial, LLC | 3,002 | $469.6K | 0.19% | +148+5.2% | Added |
| Fortis Capital Advisors, LLC | 3,019 | $472.3K | 0.17% | +879+41.1% | Added |
| Barnes Pettey Financial Advisors, LLC | 3,023 | $472.9K | 0.41% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 3,023 | $472.9K | 0.08% | +7+0.2% | Added |
| Gries Financial LLC | 3,027 | $473.5K | 0.10% | −663−18.0% | Reduced |
| Candriam Luxembourg S.C.A. | 3,032 | $474.2K | 0.00% | −3,556−54.0% | Reduced |
| Sara-Bay Financial | 3,034 | $474.6K | 0.19% | +1,103+57.1% | Added |
| Texas Capital Bank Wealth Management Services Inc | 3,041 | $475.6K | 0.05% | +900+42.0% | Added |
| Eagle Harbor Asset Management Inc | 3,046 | $476.5K | 0.51% | −38−1.2% | Reduced |
| Patrick M Sweeney & Associates, Inc | 3,060 | $478.6K | 0.39% | +290+10.5% | Added |
| Crown Oak Advisors, LLC | 3,064 | $479.2K | 0.27% | +32+1.1% | Added |
| American Trust | 3,066 | $479.6K | 0.04% | −502−14.1% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 3,079 | $481.6K | 0.13% | −550−15.2% | Reduced |
| One Wealth Advisors, LLC | 3,323 | $481.8K | 0.10% | −37−1.1% | Reduced |
| Financial Network Wealth Advisors LLC | 3,084 | $481.9K | 0.36% | +99+3.3% | Added |
| Legacy Capital Group California, Inc. | 3,083 | $482.3K | 0.17% | +31+1.0% | Added |
| Tortoise Investment Management, LLC | 3,085 | $482.6K | 0.06% | −18−0.6% | Reduced |
| BetterWealth, LLC | 3,090 | $483.3K | 0.15% | +20+0.7% | Added |
| Capstone Investment Advisors, LLC | 3,091 | $483.5K | 0.01% | −1,061−25.6% | Reduced |
| David R. Rahn & Associates Inc. | 3,091 | $483.5K | 0.15% | +309+11.1% | Added |
| Running Point Capital Advisors, LLC | 3,091 | $483.5K | 0.20% | −53−1.7% | Reduced |
| Better Money Decisions, LLC | 3,099 | $484.7K | 0.36% | −51−1.6% | Reduced |
| AdvisorShares Investments LLC | 3,100 | $485.2K | 0.08% | +3,100 | New |
| Prentice Wealth Management LLC | 3,108 | $486.2K | 0.16% | −14−0.4% | Reduced |
| Marathon Trading Investment Management LLC | 3,111 | $486.6K | 0.13% | −3,788−54.9% | Reduced |
| Smith Shellnut Wilson LLC | 3,116 | $487.4K | 0.24% | +112+3.7% | Added |
| TSFG, LLC | 3,119 | $488.0K | 0.11% | +205+7.0% | Added |
| Capstone Financial Advisors, Inc. | 3,122 | $488.3K | 0.03% | −143−4.4% | Reduced |
| RVW Wealth, LLC | 3,122 | $488.3K | 0.05% | −47−1.5% | Reduced |
| Westside Investment Management, Inc. | 3,124 | $488.7K | 0.11% | 00.0% | Unchanged |
| Legacy Trust | 3,126 | $489.0K | 0.12% | +200+6.8% | Added |