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 |
|---|---|---|---|---|---|
| Summitry LLC | 3,132 | $489.9K | 0.03% | −83−2.6% | Reduced |
| River Street Advisors LLC | 3,135 | $490.4K | 0.30% | +416+15.3% | Added |
| Heritage Oak Wealth Advisors LLC | 3,136 | $490.5K | 0.25% | +3,136 | New |
| Total Clarity Wealth Management, Inc. | 3,144 | $491.8K | 0.17% | −124−3.8% | Reduced |
| TFB Advisors LLC | 3,145 | $491.9K | 0.16% | +298+10.5% | Added |
| Marino, Stram & Associates LLC | 3,152 | $493.0K | 0.12% | +11+0.4% | Added |
| Key Client Fiduciary Advisors, LLC | 3,154 | $493.4K | 0.25% | 00.0% | Unchanged |
| RTD Financial Advisors, Inc. | 3,160 | $494.3K | 0.07% | +1,013+47.2% | Added |
| Balanced Wealth Group LLC | 3,170 | $496.1K | 0.23% | +33+1.1% | Added |
| Tucker Asset Management LLC | 3,180 | $497.3K | 0.11% | +417+15.1% | Added |
| One Degree Advisors Inc | 3,194 | $499.0K | 0.24% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 3,194 | $499.6K | 0.25% | +332+11.6% | Added |
| Black Swift Group, LLC | 3,195 | $499.8K | 0.12% | −1,000−23.8% | Reduced |
| Resolute Wealth Strategies, LLC | 3,202 | $500.9K | 0.29% | +39+1.2% | Added |
| Valley National Advisers Inc | 3,219 | $503.0K | 0.07% | −72−2.2% | Reduced |
| Midwest Financial Group LLC | 3,214 | $503.0K | 0.32% | +18+0.6% | Added |
| MinichMacGregor Wealth Management, LLC | 3,217 | $503.2K | 0.12% | 00.0% | Unchanged |
| Lakewood Asset Management LLC | 3,219 | $503.6K | 0.35% | +10+0.3% | Added |
| Pictet Bank & Trust Ltd | 3,230 | $505.2K | 0.52% | 00.0% | Unchanged |
| Probity Advisors, Inc. | 3,233 | $505.7K | 0.10% | −22−0.7% | Reduced |
| Lee Financial Co | 3,236 | $506.2K | 0.08% | +276+9.3% | Added |
| Whelan Financial | 3,238 | $506.5K | 0.23% | +164+5.3% | Added |
| HFR Wealth Management, LLC | 3,238 | $506.5K | 0.13% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 3,247 | $507.9K | 0.16% | −110−3.3% | Reduced |
| Bordeaux Wealth Advisors LLC | 3,249 | $508.2K | 0.10% | +234+7.8% | Added |
| Revolve Wealth Partners, LLC | 3,263 | $510.4K | 0.08% | +59+1.8% | Added |
| Spotlight Asset Group, Inc. | 3,265 | $510.7K | 0.36% | 00.0% | Unchanged |
| Hartline Investment Corp | 3,271 | $511.6K | 0.07% | −10,108−75.6% | Reduced |
| Wescott Financial Advisory Group, LLC | 3,277 | $512.6K | 0.06% | +411+14.3% | Added |
| Heritage Financial Services, LLC | 3,294 | $515.2K | 0.07% | −76−2.3% | Reduced |
| HC Advisors, LLC | 3,302 | $516.6K | 0.48% | −1,942−37.0% | Reduced |
| Successful Portfolios LLC | 3,305 | $517.0K | 0.36% | −930−22.0% | Reduced |
| Commonwealth Financial Services, LLC | 3,359 | $518.4K | 0.11% | +96+2.9% | Added |
| Gibson Capital, LLC | 3,320 | $519.3K | 0.11% | 00.0% | Unchanged |
| ROI Financial Advisors, LLC | 3,332 | $521.2K | 0.38% | −61−1.8% | Reduced |
| Rock Point Advisors, LLC | 3,334 | $521.5K | 0.16% | −50−1.5% | Reduced |
| Cary Street Partners Asset Management LLC | 3,334 | $521.5K | 0.08% | +1,501+81.9% | Added |
| Toth Financial Advisory Corp | 3,335 | $521.7K | 0.07% | −250−7.0% | Reduced |
| Sovereign Financial Group, Inc. | 3,335 | $521.7K | 0.13% | +32+1.0% | Added |
| Florida Financial Advisors, LLC | 3,344 | $523.0K | 0.31% | −619−15.6% | Reduced |
| Morton Capital Management LLC | 3,348 | $523.6K | 0.12% | +79+2.4% | Added |
| Tranquility Partners, LLC | 3,364 | $526.2K | 0.20% | +70+2.1% | Added |
| Zhang Financial LLC | 3,367 | $526.6K | 0.04% | −89−2.6% | Reduced |
| Howard Financial Services, Ltd. | 3,375 | $527.9K | 0.09% | +56+1.7% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 3,379 | $528.5K | 0.01% | −7,915−70.1% | Reduced |
| Wela Strategies, Inc. | 3,386 | $529.6K | 0.25% | +67+2.0% | Added |
| Elmwood Wealth Management, Inc. | 3,407 | $533.0K | 0.24% | 00.0% | Unchanged |
| Birchbrook, Inc. | 3,410 | $533.3K | 0.32% | +16+0.5% | Added |
| Carmichael Hill & Associates, Inc. | 3,413 | $533.9K | 0.22% | −296−8.0% | Reduced |
| RWWM, Inc. | 3,426 | $535.9K | 0.06% | −216−5.9% | Reduced |
| D L Carlson Investment Group Inc | 3,426 | $535.9K | 0.10% | −138−3.9% | Reduced |
| Sweeney & Michel, LLC | 3,507 | $536.5K | 0.23% | +35+1.0% | Added |
| Select Asset Management & Trust | 3,447 | $539.0K | 0.21% | 00.0% | Unchanged |
| Eclectic Associates Inc | 3,448 | $539.3K | 0.24% | +7+0.2% | Added |
| Vertex Planning Partners, LLC | 3,454 | $540.3K | 0.14% | +68+2.0% | Added |
| Birchcreek Wealth Management, LLC | 3,456 | $540.6K | 0.30% | −965−21.8% | Reduced |
| Bruce G. Allen Investments, LLC | 3,457 | $540.7K | 0.45% | +93+2.8% | Added |
| Ocean Capital Management, LLC | 3,465 | $542.0K | 0.18% | −25−0.7% | Reduced |
| ZRC Wealth Management, LLC | 3,469 | $542.7K | 0.26% | −102−2.9% | Reduced |
| Caitlin John, LLC | 3,473 | $543.2K | 0.40% | −3,895−52.9% | Reduced |
| Quantum Financial Advisors, LLC | 3,480 | $544.3K | 0.10% | +20+0.6% | Added |
| Pacific Sun Financial Corp | 3,486 | $545.3K | 0.32% | 00.0% | Unchanged |
| Blodgett Wealth Advisors, LLC | 3,492 | $546.2K | 0.46% | −50−1.4% | Reduced |
| Drexel Morgan & Co. | 3,500 | $547.5K | 0.12% | +945+37.0% | Added |
| Harbert Fund Advisors, Inc. | 3,500 | $547.5K | 0.44% | +3,500 | New |
| Maia Wealth LLC | 3,470 | $548.4K | 0.17% | +3,470 | New |
| Lanham O'Dell & Company, Inc. | 3,506 | $548.4K | 0.31% | +17+0.5% | Added |
| Warther Private Wealth, LLC | 3,506 | $548.4K | 0.21% | +700+24.9% | Added |
| Vanguard Capital Wealth Advisors | 3,509 | $548.9K | 0.37% | −56−1.6% | Reduced |
| Planning Capital Management Corp | 3,514 | $549.7K | 0.39% | −195−5.3% | Reduced |
| Strategic Advocates LLC | 3,518 | $550.3K | 0.22% | −2,517−41.7% | Reduced |
| Chemistry Wealth Management LLC | 3,522 | $550.9K | 0.14% | −13−0.4% | Reduced |
| Wilson & Boucher Capital Management, LLC | 3,524 | $551.2K | 0.42% | −105−2.9% | Reduced |
| Waypoint Wealth Partners Inc. | 3,525 | $551.4K | 0.16% | +3,525 | New |
| Amplius Wealth Advisors, LLC | 3,530 | $552.2K | 0.06% | −873−19.8% | Reduced |
| Wagner Wealth Management, LLC | 3,537 | $553.3K | 0.17% | +105+3.1% | Added |
| Tempus Wealth Planning, LLC | 3,541 | $553.9K | 0.23% | +477+15.6% | Added |
| Lokken Investment Group LLC | 3,545 | $554.5K | 0.26% | +45+1.3% | Added |
| Olistico Wealth, LLC | 3,553 | $555.7K | 0.35% | 00.0% | Unchanged |
| AA Financial Advisors, LLC | 3,576 | $559.4K | 0.20% | −215−5.7% | Reduced |
| Avion Wealth | 3,580 | $560.0K | 0.15% | +80+2.3% | Added |
| Black Point Wealth Management | 3,580 | $560.0K | 0.58% | +3,580 | New |
| Client 1st Advisory Group, LLC | 3,588 | $561.2K | 0.24% | +1,657+85.8% | Added |
| MKT Advisors LLC | 3,673 | $562.0K | 0.28% | +176+5.0% | Added |
| Dopkins Wealth Management, LLC | 3,595 | $562.3K | 0.34% | +95+2.7% | Added |
| McBroom & Associates, LLC | 3,597 | $562.6K | 0.35% | 00.0% | Unchanged |
| Crumly & Associates Inc. | 3,602 | $563.4K | 0.16% | +120+3.4% | Added |
| McAdam, LLC | 3,604 | $563.7K | 0.03% | +107+3.1% | Added |
| Palumbo Wealth Management LLC | 3,611 | $564.8K | 0.24% | +23+0.6% | Added |
| Oakwell Private Wealth Management, LLC | 3,612 | $565.0K | 0.16% | +2,100+138.9% | Added |
| Charter Research & Investment Group, Inc. | 3,630 | $567.8K | 0.45% | 00.0% | Unchanged |
| Pacifica Partners Inc. | 3,627 | $568.4K | 0.24% | +135+3.9% | Added |
| Goldstone Financial Group, LLC | 3,635 | $568.5K | 0.11% | +968+36.3% | Added |
| Fogel Capital Management, Inc. | 3,636 | $568.7K | 0.30% | +797+28.1% | Added |
| Charter Oak Capital Management, LLC | 3,651 | $571.1K | 0.06% | −28−0.8% | Reduced |
| Peirce Capital Management, LLC | 3,652 | $571.2K | 0.30% | 00.0% | Unchanged |
| Sterling Group Wealth Management, LLC | 3,653 | $571.3K | 0.33% | +3,653 | New |
| FSB Premier Wealth Management, Inc. | 3,654 | $571.6K | 0.26% | +896+32.5% | Added |
| Oder Investment Management, LLC | 3,656 | $571.9K | 0.52% | +166+4.8% | Added |
| Hara Capital LLC | 3,667 | $573.6K | 0.37% | 00.0% | Unchanged |