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
- 3,510
- +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
- 1,375 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 |
|---|---|---|---|---|---|
| Chicago Partners Investment Group LLC | 17,591 | $2.81M | 0.11% | +868+5.2% | Added |
| Patron Partners Advisors, LLC | 17,936 | $2.81M | 1.65% | −245−1.3% | Reduced |
| Arden Trust Co | 17,927 | $2.80M | 0.39% | −1,157−6.1% | Reduced |
| Oakworth Capital, Inc. | 17,894 | $2.80M | 0.20% | −123−0.7% | Reduced |
| Prevail Innovative Wealth Advisors, LLC | 17,856 | $2.79M | 0.99% | +2,917+19.5% | Added |
| West Oak Capital, LLC | 17,811 | $2.79M | 1.12% | −272−1.5% | Reduced |
| Allen Mooney & Barnes Investment Advisors LLC | 17,804 | $2.78M | 0.50% | −369−2.0% | Reduced |
| Trueblood Wealth Management, LLC | 17,720 | $2.77M | 1.56% | +232+1.3% | Added |
| Wilkinson Global Asset Management LLC | 17,707 | $2.77M | 0.17% | −150−0.8% | Reduced |
| Keene & Associates, Inc. | 17,703 | $2.77M | 2.26% | −9,774−35.6% | Reduced |
| Clear Harbor Asset Management, LLC | 17,678 | $2.77M | 0.24% | −200−1.1% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 17,653 | $2.76M | 1.18% | +1,255+7.7% | Added |
| Beacon Financial Group | 17,640 | $2.76M | 0.31% | −220−1.2% | Reduced |
| Old Port Advisors | 17,637 | $2.76M | 0.82% | −243−1.4% | Reduced |
| Qtron Investments LLC | 17,602 | $2.75M | 0.40% | +685+4.0% | Added |
| Bank of Stockton | 17,600 | $2.75M | 0.87% | −485−2.7% | Reduced |
| SFE Investment Counsel | 17,545 | $2.74M | 0.61% | −540−3.0% | Reduced |
| Green Square Capital Advisors LLC | 17,522 | $2.74M | 0.38% | −602−3.3% | Reduced |
| Modus Advisors, LLC | 17,440 | $2.73M | 0.96% | +769+4.6% | Added |
| Personal Cfo Solutions, LLC | 17,436 | $2.73M | 0.42% | −85−0.5% | Reduced |
| Pullen Investment Management, LLC | 17,401 | $2.72M | 2.25% | −720−4.0% | Reduced |
| Coastal Investment Advisors, Inc. | 17,379 | $2.72M | 0.53% | +858+5.2% | Added |
| Fielder Capital Group LLC | 17,371 | $2.72M | 1.04% | +128+0.7% | Added |
| Nvest Financial, LLC | 17,367 | $2.72M | 1.67% | +1,029+6.3% | Added |
| RMR Wealth Builders | 17,360 | $2.72M | 0.31% | −1,378−7.4% | Reduced |
| Chase Investment Counsel Corp | 17,363 | $2.71M | 0.96% | −1,197−6.4% | Reduced |
| Clarus Group, Inc. | 17,308 | $2.71M | 1.20% | −8,750−33.6% | Reduced |
| Focus Financial Network, Inc. | 16,783 | $2.71M | 0.12% | +518+3.2% | Added |
| Round Rock Advisors, LLC | 17,247 | $2.70M | 0.66% | −480−2.7% | Reduced |
| Perpetual Ltd | 17,212 | $2.69M | 0.03% | +1,100+6.8% | Added |
| Certified Advisory Corp | 17,211 | $2.69M | 0.34% | +985+6.1% | Added |
| Woodard & Co Asset Management Group Inc | 17,203 | $2.69M | 0.67% | +344+2.0% | Added |
| South Street Advisors LLC | 17,200 | $2.69M | 0.41% | +50+0.3% | Added |
| Delta Investment Management, LLC | 17,173 | $2.69M | 0.59% | +186+1.1% | Added |
| Convergence Investment Partners, LLC | 17,172 | $2.69M | 0.79% | +3,166+22.6% | Added |
| Ironwood Investment Counsel, LLC | 17,159 | $2.68M | 0.48% | +404+2.4% | Added |
| Catalytic Wealth RIA, LLC | 17,148 | $2.68M | 0.53% | +22+0.1% | Added |
| Whitener Capital Management, Inc. | 17,145 | $2.68M | 0.81% | +2,710+18.8% | Added |
| Smith, Moore & Co. | 17,131 | $2.68M | 0.28% | −40−0.2% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 16,739 | $2.67M | 1.04% | −61−0.4% | Reduced |
| Searle & Co. | 17,074 | $2.67M | 0.63% | +435+2.6% | Added |
| Coppell Advisory Solutions LLC | 17,052 | $2.67M | 0.44% | +17,052 | New |
| Founders Financial Alliance, LLC | 16,988 | $2.66M | 0.79% | −96−0.6% | Reduced |
| Sargent Investment Group, LLC | 16,983 | $2.66M | 0.54% | +2,292+15.6% | Added |
| First Bank & Trust | 16,962 | $2.65M | 0.54% | +1,403+9.0% | Added |
| Verus Capital Partners, LLC | 16,941 | $2.65M | 0.27% | +383+2.3% | Added |
| Banco de Sabadell, S.A | 16,909 | $2.65M | 1.94% | −319−1.9% | Reduced |
| Bristlecone Advisors, LLC | 16,914 | $2.65M | 0.23% | −37−0.2% | Reduced |
| Cohen Capital Management, Inc. | 16,908 | $2.64M | 0.46% | 00.0% | Unchanged |
| Pettee Investors, Inc. | 16,894 | $2.64M | 1.27% | −335−1.9% | Reduced |
| Second Line Capital, LLC | 16,889 | $2.64M | 0.81% | −2,958−14.9% | Reduced |
| Clear Creek Financial Management, LLC | 16,882 | $2.64M | 0.32% | +670+4.1% | Added |
| Evanson Asset Management, LLC | 16,801 | $2.63M | 0.20% | −695−4.0% | Reduced |
| Marco Investment Management LLC | 16,745 | $2.62M | 0.24% | +6,433+62.4% | Added |
| Insight Inv LLC | 16,725 | $2.62M | 2.26% | +1,285+8.3% | Added |
| Transamerica Financial Advisors, Inc. | 16,685 | $2.61M | 0.28% | 00.0% | Unchanged |
| Private Capital Advisors, Inc. | 16,632 | $2.60M | 0.29% | −131−0.8% | Reduced |
| Traynor Capital Management, Inc. | 16,614 | $2.60M | 0.22% | +1,307+8.5% | Added |
| Naviter Wealth, LLC | 16,606 | $2.60M | 0.39% | +13+0.1% | Added |
| Raab & Moskowitz Asset Management LLC | 16,580 | $2.59M | 0.70% | −135−0.8% | Reduced |
| Diversify Wealth Management, LLC | 17,923 | $2.59M | 0.32% | +17,923 | New |
| Triangle Securities Wealth Management | 16,521 | $2.58M | 0.73% | +49+0.3% | Added |
| Wilkins Investment Counsel Inc | 16,515 | $2.58M | 0.39% | +1,700+11.5% | Added |
| Capital Advisors Wealth Management, LLC | 16,501 | $2.58M | 0.51% | +1,077+7.0% | Added |
| Counterweight Ventures, LLC | 16,499 | $2.58M | 1.95% | +594+3.7% | Added |
| GeoWealth Management, LLC | 16,420 | $2.57M | 0.11% | +1,262+8.3% | Added |
| Titleist Asset Management, LLC | 16,414 | $2.57M | 0.39% | +1,101+7.2% | Added |
| Jeppson Wealth Management, LLC | 16,351 | $2.56M | 0.98% | −207−1.3% | Reduced |
| Van Cleef Asset Management,Inc | 16,342 | $2.56M | 0.32% | +10.0% | Added |
| Norden Group LLC | 16,308 | $2.55M | 0.52% | +2,277+16.2% | Added |
| American Investment Services, Inc. | 16,297 | $2.55M | 0.45% | +9,424+137.1% | Added |
| Continuum Advisory, LLC | 16,280 | $2.55M | 0.37% | −172−1.0% | Reduced |
| Dorsey & Whitney Trust CO LLC | 16,210 | $2.54M | 0.18% | −1,134−6.5% | Reduced |
| Leonteq Securities AG | 16,203 | $2.53M | 0.35% | +11,253+227.3% | Added |
| Schechter Investment Advisors, LLC | 16,202 | $2.53M | 0.19% | +368+2.3% | Added |
| Trivant Custom Portfolio Group, LLC | 16,188 | $2.53M | 1.56% | +255+1.6% | Added |
| Chesapeake Wealth Management | 16,129 | $2.52M | 0.91% | −44−0.3% | Reduced |
| Chilton Capital Management LLC | 16,089 | $2.52M | 0.11% | −80.0% | Reduced |
| Fiduciary Group LLC | 16,046 | $2.51M | 0.27% | −556−3.3% | Reduced |
| Iat Reinsurance Co Ltd. | 16,000 | $2.50M | 0.53% | −16,000−50.0% | Reduced |
| Slagle Financial, LLC | 15,998 | $2.50M | 1.28% | +1,295+8.8% | Added |
| Van Strum & Towne Inc. | 15,884 | $2.48M | 0.90% | +19+0.1% | Added |
| Jump Financial, LLC | 15,838 | $2.48M | 0.05% | −2,536−13.8% | Reduced |
| Trustco Bank Corp N Y | 15,810 | $2.47M | 2.63% | −855−5.1% | Reduced |
| Finer Wealth Management, Inc. | 15,803 | $2.47M | 1.59% | +273+1.8% | Added |
| Sentinel Trust Co Lba | 15,776 | $2.47M | 0.30% | +175+1.1% | Added |
| Midland Wealth Advisors LLC | 15,746 | $2.46M | 0.15% | −949−5.7% | Reduced |
| Bull Street Advisors, LLC | 15,720 | $2.46M | 1.19% | +129+0.8% | Added |
| Weik Capital Management | 15,690 | $2.45M | 1.05% | +650+4.3% | Added |
| Insigneo Advisory Services, LLC | 16,963 | $2.45M | 0.28% | −2,512−12.9% | Reduced |
| Krilogy Financial LLC | 15,659 | $2.45M | 0.18% | −4,169−21.0% | Reduced |
| Ostrum Asset Management | 15,614 | $2.44M | 0.21% | −1,214−7.2% | Reduced |
| Fort Point Capital Partners LLC | 15,597 | $2.44M | 0.31% | −9−0.1% | Reduced |
| Ethic Inc. | 15,583 | $2.44M | 0.06% | +2,202+16.5% | Added |
| Wealth Effects LLC | 15,540 | $2.43M | 0.88% | +30+0.2% | Added |
| Keudell/Morrison Wealth Management | 15,525 | $2.43M | 0.71% | +457+3.0% | Added |
| TKG Advisors, LLC | 15,517 | $2.43M | 1.32% | −270−1.7% | Reduced |
| Adirondack Trust Co | 15,515 | $2.43M | 0.99% | −40.0% | Reduced |
| Somerset Group LLC | 15,513 | $2.43M | 2.15% | 00.0% | Unchanged |
| O'Brien Greene & Co. Inc | 15,494 | $2.42M | 0.77% | +538+3.6% | Added |