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 |
|---|---|---|---|---|---|
| HBK Sorce Advisory LLC | 39,088 | $6.11M | 0.21% | −702−1.8% | Reduced |
| Windle Wealth, LLC | 39,077 | $6.11M | 3.73% | −966−2.4% | Reduced |
| Thompson Investment Management, Inc. | 39,053 | $6.11M | 0.94% | +291+0.8% | Added |
| Greylin Investment Mangement Inc | 38,984 | $6.10M | 1.02% | −955−2.4% | Reduced |
| Wahed Invest LLC | 38,936 | $6.09M | 1.22% | +5,263+15.6% | Added |
| Vinva Investment Management Ltd | 38,868 | $6.08M | 0.31% | −11,194−22.4% | Reduced |
| IHT Wealth Management, LLC | 38,843 | $6.07M | 0.23% | +1,052+2.8% | Added |
| Diversified Trust Co | 38,689 | $6.05M | 0.17% | +8,584+28.5% | Added |
| White Pine Investment CO | 38,613 | $6.04M | 1.77% | +4,869+14.4% | Added |
| New England Asset Management Inc | 38,540 | $6.03M | 1.00% | −635−1.6% | Reduced |
| City Holding Co | 38,486 | $6.02M | 0.89% | −117−0.3% | Reduced |
| Martin Capital Partners, LLC | 38,473 | $6.02M | 2.43% | −1,033−2.6% | Reduced |
| Plimoth Trust Co LLC | 38,334 | $6.00M | 1.60% | −1,060−2.7% | Reduced |
| Mizuho Markets Americas LLC | 38,152 | $5.97M | 0.16% | −31,173−45.0% | Reduced |
| Physicians Financial Services, Inc. | 38,101 | $5.96M | 1.94% | +1,735+4.8% | Added |
| Beaumont Financial Advisors, LLC | 37,963 | $5.94M | 0.48% | +28,439+298.6% | Added |
| Stablepoint Partners, LLC | 37,919 | $5.94M | 1.15% | +1,916+5.3% | Added |
| Financial & Tax Architects, LLC | 37,738 | $5.90M | 1.58% | +1,524+4.2% | Added |
| Rockland Trust Co | 37,685 | $5.89M | 0.31% | −664−1.7% | Reduced |
| Bragg Financial Advisors, Inc | 37,666 | $5.89M | 0.26% | −1,107−2.9% | Reduced |
| Columbia Asset Management | 37,613 | $5.88M | 1.11% | +3,392+9.9% | Added |
| Sound View Wealth Advisors Group, LLC | 37,601 | $5.88M | 0.61% | +361+1.0% | Added |
| Synergy Financial Management, LLC | 37,511 | $5.87M | 0.92% | +19,161+104.4% | Added |
| Horizon Investments, LLC | 37,390 | $5.85M | 0.16% | −397−1.1% | Reduced |
| PFG Advisors | 37,256 | $5.83M | 0.39% | +12,728+51.9% | Added |
| Franklin Street Advisors Inc | 37,113 | $5.80M | 0.41% | −50,116−57.5% | Reduced |
| Principle Wealth Partners LLC | 37,052 | $5.80M | 0.44% | −40.0% | Reduced |
| Stonebridge Capital Management Inc | 37,047 | $5.79M | 2.47% | 00.0% | Unchanged |
| IFP Advisors, Inc | 37,024 | $5.79M | 0.23% | −283−0.8% | Reduced |
| StoneX Group Inc. | 36,976 | $5.78M | 0.46% | +4,135+12.6% | Added |
| Founders Capital Management | 36,825 | $5.76M | 3.73% | +484+1.3% | Added |
| Moneta Group Investment Advisors LLC | 36,795 | $5.76M | 0.09% | +3,014+8.9% | Added |
| Kinsale Capital Group, Inc. | 36,718 | $5.74M | 1.99% | +6,554+21.7% | Added |
| Hudson Value Partners, LLC | 36,679 | $5.74M | 2.43% | +285+0.8% | Added |
| Buckingham Strategic Partners | 36,673 | $5.74M | 0.15% | +2,483+7.3% | Added |
| Close Asset Management Ltd | 36,658 | $5.73M | 0.20% | −17,604−32.4% | Reduced |
| Transcend Wealth Collective, LLC | 36,657 | $5.73M | 0.42% | +450+1.2% | Added |
| Jamison Private Wealth Management, Inc. | 36,555 | $5.72M | 0.95% | +6,399+21.2% | Added |
| Marietta Wealth Management, LLC | 36,519 | $5.71M | 0.89% | +8,180+28.9% | Added |
| Schulhoff & Co Inc | 36,516 | $5.71M | 2.58% | −803−2.2% | Reduced |
| Pensionmark Financial Group, LLC | 36,489 | $5.71M | 0.36% | +31,334+607.8% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 36,433 | $5.70M | 2.64% | −7,312−16.7% | Reduced |
| Hamilton Capital Partners Inc. | 36,399 | $5.69M | 0.61% | −3,421−8.6% | Reduced |
| Meeder Advisory Services, Inc. | 36,282 | $5.68M | 0.40% | +10,386+40.1% | Added |
| Papp L Roy & Associates | 36,269 | $5.67M | 0.69% | +294+0.8% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 36,235 | $5.67M | 2.34% | +474+1.3% | Added |
| Wills Financial Group, Inc. | 36,187 | $5.66M | 2.61% | +299+0.8% | Added |
| Private Trust Co NA | 36,177 | $5.66M | 0.61% | +498+1.4% | Added |
| Eisler Capital (UK) Ltd. | 36,171 | $5.66M | 1.84% | −21,348−37.1% | Reduced |
| Chesley Taft & Associates LLC | 36,133 | $5.65M | 0.28% | −58−0.2% | Reduced |
| TRUE Private Wealth Advisors | 36,064 | $5.64M | 0.64% | −750−2.0% | Reduced |
| Vestcor Inc | 36,019 | $5.63M | 0.19% | −60.0% | Reduced |
| Journey Advisory Group, LLC | 35,988 | $5.63M | 0.67% | −2,153−5.6% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 35,982 | $5.63M | 1.46% | −3,495−8.9% | Reduced |
| Sandy Spring Bank | 35,900 | $5.62M | 0.25% | −381−1.1% | Reduced |
| Colonial Trust Co | 35,768 | $5.59M | 0.99% | +3,035+9.3% | Added |
| Monte Financial Group, LLC | 35,682 | $5.58M | 2.46% | −4,147−10.4% | Reduced |
| Ramsay, Stattman, Vela & Price, Inc. | 35,578 | $5.57M | 1.05% | +1,165+3.4% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 35,578 | $5.57M | 0.17% | +2,386+7.2% | Added |
| Shufro Rose & Co LLC | 35,480 | $5.55M | 0.45% | −1,493−4.0% | Reduced |
| Independence Bank of Kentucky | 35,448 | $5.54M | 1.47% | +2,786+8.5% | Added |
| Concentric Wealth Management, LLC | 35,403 | $5.54M | 1.44% | +404+1.2% | Added |
| Ameritas Advisory Services, LLC | 35,402 | $5.54M | 0.21% | −1,940−5.2% | Reduced |
| River Wealth Advisors LLC | 35,391 | $5.54M | 0.79% | +1,636+4.8% | Added |
| Geneos Wealth Management Inc. | 35,386 | $5.54M | 0.25% | −3,530−9.1% | Reduced |
| XTX Topco Ltd | 35,308 | $5.52M | 0.47% | +33,336+1,690.5% | Added |
| Cincinnati Financial Corp | 35,139 | $5.50M | 0.12% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 35,132 | $5.50M | 0.47% | +1,283+3.8% | Added |
| Mattern Wealth Management LLC | 35,115 | $5.49M | 1.32% | −2,462−6.6% | Reduced |
| Narwhal Capital Management | 35,051 | $5.48M | 0.52% | −938−2.6% | Reduced |
| Nelson Capital Management, LLC | 35,003 | $5.48M | 0.97% | −2,328−6.2% | Reduced |
| Ridgecrest Wealth Partners, LLC | 34,915 | $5.46M | 3.29% | +1,040+3.1% | Added |
| Consolidated Planning Corp | 34,911 | $5.46M | 0.90% | +1,461+4.4% | Added |
| Intrust Bank NA | 34,846 | $5.45M | 0.58% | +47+0.1% | Added |
| Financial Advocates Investment Management | 34,823 | $5.45M | 0.34% | −4,547−11.5% | Reduced |
| RFG Advisory, LLC | 34,771 | $5.44M | 0.18% | +998+3.0% | Added |
| AIA Group Ltd | 34,718 | $5.43M | 0.16% | +11,324+48.4% | Added |
| Maven Securities LTD | 34,664 | $5.42M | 0.84% | −257−0.7% | Reduced |
| Kidder Stephen W | 34,663 | $5.42M | 1.69% | +1,605+4.9% | Added |
| Thomas Story & Son LLC | 34,645 | $5.42M | 2.34% | +155+0.4% | Added |
| Pictet & Cie (Europe) SA | 34,625 | $5.42M | 0.13% | +4,573+15.2% | Added |
| Community Bank, N.A. | 34,539 | $5.40M | 0.71% | −335−1.0% | Reduced |
| Jacobi Capital Management LLC | 34,526 | $5.40M | 0.47% | +697+2.1% | Added |
| Capital International Sarl | 34,444 | $5.39M | 0.16% | +2,412+7.5% | Added |
| Sheaff Brock Investment Advisors, LLC | 34,365 | $5.38M | 0.50% | −4,707−12.0% | Reduced |
| Equitable Trust Co | 34,321 | $5.37M | 0.37% | +2,785+8.8% | Added |
| United Capital Management of KS, Inc. | 34,308 | $5.37M | 1.18% | +8,545+33.2% | Added |
| Dana Investment Advisors, Inc. | 34,294 | $5.36M | 0.18% | −823−2.3% | Reduced |
| Salem Investment Counselors Inc | 34,270 | $5.36M | 0.17% | +662+2.0% | Added |
| Choate Investment Advisors | 34,269 | $5.36M | 0.14% | −2,755−7.4% | Reduced |
| Eagle Capital Management, LLC | 34,215 | $5.35M | 2.36% | −240−0.7% | Reduced |
| Financial Partners Group, LLC | 34,211 | $5.35M | 2.08% | +210+0.6% | Added |
| R.H. Dinel Investment Counsel, Inc. | 34,210 | $5.35M | 3.43% | 00.0% | Unchanged |
| McDonald Partners LLC | 34,206 | $5.35M | 1.43% | −1,339−3.8% | Reduced |
| Oliver Luxxe Assets LLC | 33,829 | $5.29M | 1.12% | −117−0.3% | Reduced |
| Tyche Wealth Partners LLC | 33,692 | $5.27M | 1.28% | −1,408−4.0% | Reduced |
| Parallax Volatility Advisers, L.P. | 33,647 | $5.26M | 0.13% | −44,484−56.9% | Reduced |
| Nations Financial Group Inc, | 33,579 | $5.25M | 0.43% | +1,397+4.3% | Added |
| Resonant Capital Advisors, LLC | 33,504 | $5.24M | 0.43% | +1,029+3.2% | Added |
| Chicago Trust Co NA | 33,484 | $5.24M | 1.06% | −554−1.6% | Reduced |