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 |
|---|---|---|---|---|---|
| W.G. Shaheen & Associates DBA Whitney & Co | 28,088 | $4.39M | 0.50% | +24,599+705.0% | Added |
| Summit Financial Wealth Advisors, LLC | 28,073 | $4.39M | 0.89% | +39+0.1% | Added |
| Aull & Monroe Investment Management Corp | 28,053 | $4.39M | 2.15% | −950−3.3% | Reduced |
| JPL Wealth Management, LLC | 28,050 | $4.39M | 2.15% | +1,550+5.8% | Added |
| Graypoint LLC | 28,044 | $4.39M | 0.30% | −963−3.3% | Reduced |
| MTM Investment Management, LLC | 27,964 | $4.37M | 1.79% | −213−0.8% | Reduced |
| Nikko Asset Management Americas, Inc. | 27,950 | $4.37M | 0.05% | −11,945−29.9% | Reduced |
| Milestones Administradora de Recursos Ltda. | 27,850 | $4.36M | 1.83% | +27,850 | New |
| Cobblestone Capital Advisors LLC | 27,740 | $4.34M | 0.27% | +149+0.5% | Added |
| Cerro Pacific Wealth Advisors LLC | 27,577 | $4.31M | 1.65% | +27,577 | New |
| Bill Few Associates, Inc. | 27,561 | $4.31M | 1.65% | −197−0.7% | Reduced |
| Baugh & Associates, LLC | 25,812 | $4.31M | 2.24% | −1,763−6.4% | Reduced |
| Crescent Sterling, Ltd. | 27,435 | $4.29M | 4.11% | −721−2.6% | Reduced |
| VGI Partners Ltd | 27,407 | $4.29M | 0.44% | +27,407 | New |
| Formidable Asset Management, LLC | 27,395 | $4.29M | 0.69% | +991+3.8% | Added |
| B.O.S.S. Retirement Advisors, LLC | 27,355 | $4.28M | 1.09% | +2,733+11.1% | Added |
| Benedict Financial Advisors Inc | 27,327 | $4.27M | 1.08% | +24+0.1% | Added |
| RB Capital Management, LLC | 27,262 | $4.26M | 1.09% | +997+3.8% | Added |
| Lynch Asset Management, Inc. | 27,150 | $4.25M | 1.81% | 00.0% | Unchanged |
| Change Path, LLC | 27,099 | $4.24M | 0.21% | −3,279−10.8% | Reduced |
| Broderick Brian C | 27,050 | $4.23M | 0.86% | +265+1.0% | Added |
| Koshinski Asset Management, Inc. | 27,657 | $4.23M | 0.39% | +1,885+7.3% | Added |
| BFSG, LLC | 27,042 | $4.23M | 0.54% | −541−2.0% | Reduced |
| Sumitomo Life Insurance Co | 26,985 | $4.22M | 0.10% | −3,527−11.6% | Reduced |
| Venturi Wealth Management, LLC | 26,880 | $4.20M | 0.25% | +2,916+12.2% | Added |
| Y-Intercept (Hong Kong) Ltd | 26,837 | $4.20M | 0.23% | +8,677+47.8% | Added |
| Pinkerton Retirement Specialists, LLC | 26,761 | $4.19M | 0.64% | +1,855+7.4% | Added |
| Symphony Financial, Ltd. Co. | 26,734 | $4.18M | 0.76% | +4,739+21.5% | Added |
| Old Mission Investment Co LLC | 26,616 | $4.16M | 1.35% | +305+1.2% | Added |
| Peoples Bank | 26,593 | $4.16M | 2.16% | +850+3.3% | Added |
| Greenline Partners, LLC | 26,566 | $4.16M | 0.63% | +3,075+13.1% | Added |
| Stanley-Laman Group, Ltd. | 26,507 | $4.15M | 0.60% | +1,347+5.4% | Added |
| Kingswood Wealth Advisors, LLC | 26,486 | $4.14M | 0.37% | +4,407+20.0% | Added |
| NJ State Employees Deferred Compensation Plan | 26,393 | $4.13M | 0.51% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 26,331 | $4.12M | 0.10% | +824+3.2% | Added |
| Bell & Brown Wealth Advisors, LLC | 26,329 | $4.12M | 1.79% | +1,287+5.1% | Added |
| Harbour Investments, Inc. | 26,292 | $4.11M | 0.14% | +99+0.4% | Added |
| LGT Fund Management Co Ltd. | 26,245 | $4.11M | 0.51% | +19,980+318.9% | Added |
| Trifecta Capital Advisors, LLC | 26,237 | $4.10M | 0.91% | +1,795+7.3% | Added |
| Frank, Rimerman Advisors LLC | 26,126 | $4.09M | 0.29% | +25,928+13,094.9% | Added |
| Pacific Global Investment Management CO | 26,114 | $4.08M | 0.78% | −238−0.9% | Reduced |
| First Hawaiian Bank | 26,083 | $4.08M | 0.14% | −10,647−29.0% | Reduced |
| Sittner & Nelson, LLC | 26,048 | $4.07M | 2.01% | +58+0.2% | Added |
| Morse Asset Management, Inc | 25,947 | $4.06M | 0.98% | −1,149−4.2% | Reduced |
| Auxier Asset Management | 25,930 | $4.06M | 0.64% | −2,257−8.0% | Reduced |
| Trajan Wealth LLC | 25,913 | $4.05M | 0.26% | −65−0.3% | Reduced |
| Exeter Financial, LLC | 25,776 | $4.03M | 1.92% | −77−0.3% | Reduced |
| Longbow Finance SA | 25,775 | $4.03M | 0.42% | −1,371−5.1% | Reduced |
| Lake Street Advisors Group, LLC | 25,772 | $4.03M | 0.19% | +622+2.5% | Added |
| Meritage Portfolio Management | 25,773 | $4.03M | 0.25% | −494−1.9% | Reduced |
| LS Investment Advisors, LLC | 25,758 | $4.03M | 0.63% | +1,392+5.7% | Added |
| Hudson Valley Investment Advisors Inc | 26,946 | $4.03M | 0.52% | +1,353+5.3% | Added |
| Fairfield, Bush & Co. | 25,725 | $4.02M | 2.41% | −1,141−4.2% | Reduced |
| Douglass Winthrop Advisors, LLC | 25,679 | $4.02M | 0.08% | −134−0.5% | Reduced |
| Little House Capital LLC | 25,635 | $4.01M | 1.25% | +3,943+18.2% | Added |
| Gamco Investors, Inc. Et Al | 25,620 | $4.01M | 0.04% | −1,757−6.4% | Reduced |
| Heritage Wealth Management, Inc. | 25,970 | $4.01M | 1.34% | +25,970 | New |
| Murphy Pohlad Asset Management LLC | 25,607 | $4.01M | 1.73% | −200−0.8% | Reduced |
| NTV Asset Management LLC | 25,606 | $4.01M | 0.57% | +201+0.8% | Added |
| Morton Community Bank | 25,499 | $3.99M | 1.13% | +1,089+4.5% | Added |
| Van Hulzen Asset Management, LLC | 25,495 | $3.99M | 0.27% | +85+0.3% | Added |
| First National Advisers, LLC | 25,463 | $3.98M | 0.73% | +2,366+10.2% | Added |
| Keystone Financial Planning, Inc. | 25,444 | $3.98M | 1.32% | −149−0.6% | Reduced |
| Mattson Financial Services, LLC | 25,417 | $3.98M | 1.42% | +25,417 | New |
| Foster & Motley Inc | 25,374 | $3.97M | 0.27% | −628−2.4% | Reduced |
| Gilliland Jeter Wealth Management LLC | 25,341 | $3.96M | 1.34% | +459+1.8% | Added |
| Webster Bank, N. A. | 25,310 | $3.96M | 0.43% | +955+3.9% | Added |
| McAlister, Sweet & Associates, Inc. | 25,291 | $3.96M | 2.84% | +369+1.5% | Added |
| Pring Turner Capital Group Inc | 25,238 | $3.95M | 2.76% | −111−0.4% | Reduced |
| Allen Capital Group, LLC | 25,154 | $3.93M | 0.55% | −87−0.3% | Reduced |
| Wealthcare Advisory Partners LLC | 25,150 | $3.93M | 0.12% | +801+3.3% | Added |
| Garrett Investment Advisors LLC | 25,141 | $3.93M | 0.46% | +2,508+11.1% | Added |
| International Assets Investment Management, LLC | 25,130 | $3.93M | 0.37% | +3,721+17.4% | Added |
| Holderness Investments Co | 25,128 | $3.93M | 0.93% | +77+0.3% | Added |
| KLCM Advisors, Inc. | 25,116 | $3.93M | 0.49% | +120+0.5% | Added |
| Allen Wealth Management, LLC | 25,101 | $3.93M | 3.50% | +811+3.3% | Added |
| We Are One Seven, LLC | 24,997 | $3.91M | 0.19% | −1,790−6.7% | Reduced |
| Cosner Financial Group, LLC | 24,939 | $3.90M | 2.76% | 00.0% | Unchanged |
| Prio Wealth Limited Partnership | 24,933 | $3.90M | 0.12% | −246−1.0% | Reduced |
| Argyle Capital Management Inc. | 24,850 | $3.89M | 1.60% | −572−2.3% | Reduced |
| Herold Advisors, Inc. | 24,806 | $3.88M | 0.90% | +36+0.1% | Added |
| Investmark Advisory Group LLC | 24,764 | $3.87M | 2.07% | +227+0.9% | Added |
| Greatmark Investment Partners, Inc. | 24,739 | $3.87M | 0.56% | +115+0.5% | Added |
| Consolidated Investment Group LLC | 24,700 | $3.86M | 0.60% | +6,100+32.8% | Added |
| B & T Capital Management DBA Alpha Capital Management | 24,691 | $3.86M | 0.75% | +544+2.3% | Added |
| Brighton Jones LLC | 24,672 | $3.86M | 0.13% | +1,581+6.8% | Added |
| Pathway Financial Advisers, LLC | 24,614 | $3.83M | 1.37% | +372+1.5% | Added |
| Signature Wealth Management Group | 24,451 | $3.82M | 1.67% | +176+0.7% | Added |
| Davidson Trust Co | 24,357 | $3.81M | 2.63% | −829−3.3% | Reduced |
| Kinloch Capital, LLC | 24,307 | $3.80M | 1.98% | −134−0.5% | Reduced |
| Verdence Capital Advisors LLC | 24,213 | $3.79M | 0.34% | +2,156+9.8% | Added |
| apricus wealth, LLC | 24,165 | $3.78M | 2.70% | +633+2.7% | Added |
| First Trust Investment Solutions L.P. | 24,137 | $3.78M | 0.53% | +16,677+223.6% | Added |
| TrueMark Investments, LLC | 24,119 | $3.77M | 1.29% | +8,901+58.5% | Added |
| Reik & Co., LLC | 24,113 | $3.77M | 0.97% | 00.0% | Unchanged |
| Capital Investment Advisory Services, LLC | 24,094 | $3.77M | 0.39% | +223+0.9% | Added |
| Laurel Wealth Advisors LLC | 24,076 | $3.77M | 0.66% | −904−3.6% | Reduced |
| Accurate Wealth Management, LLC | 23,828 | $3.77M | 0.90% | +1,325+5.9% | Added |
| Jacobs & Co | 24,069 | $3.77M | 0.39% | +228+1.0% | Added |
| Diligent Investors, LLC | 24,051 | $3.76M | 0.93% | −657−2.7% | Reduced |