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 | 4,311 | $298.0B |
| Q4 2025 | 3,993 | $223.3B |
| Q3 2025 | 3,802 | $225.3B |
| Q2 2025 | 3,707 | $189.0B |
| Q1 2025 | 3,825 | $222.9B |
| Q4 2024 | 3,764 | $194.0B |
| Q3 2024 | 3,487 | $198.0B |
| Q2 2024 | 3,510 | $214.0B |
| Q1 2024 | 3,522 | $212.7B |
| Q4 2023 | 3,477 | $200.3B |
| Q3 2023 | 3,338 | $222.6B |
| Q2 2023 | 3,285 | $205.0B |
| Q1 2023 | 3,272 | $217.1B |
| Q4 2022 | 3,288 | $243.6B |
| Q3 2022 | 3,056 | $195.7B |
| Q2 2022 | 3,060 | $198.4B |
| Q1 2022 | 3,070 | $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 |
|---|---|---|---|---|---|
| Cunning Capital Partners, LP | 10,495 | $1.64M | 0.93% | 00.0% | Unchanged |
| Wellington Shields Capital Management, LLC | 10,493 | $1.64M | 0.30% | −9−0.1% | Reduced |
| Doheny Asset Management | 10,491 | $1.64M | 1.17% | −8−0.1% | Reduced |
| Garrison Point Advisors, LLC | 10,486 | $1.64M | 1.08% | −96−0.9% | Reduced |
| Wintrust Investments LLC | 10,484 | $1.64M | 0.13% | +418+4.2% | Added |
| Heritage Wealth Advisors | 10,451 | $1.63M | 0.07% | −293−2.7% | Reduced |
| SFMG, LLC | 10,448 | $1.63M | 0.14% | −8,541−45.0% | Reduced |
| Hardy Reed LLC | 10,424 | $1.63M | 0.16% | +10,424 | New |
| Trust Investment Advisors | 10,418 | $1.63M | 1.04% | +51+0.5% | Added |
| Tompkins Financial Corp | 10,402 | $1.63M | 0.17% | −60−0.6% | Reduced |
| Peregrine Asset Advisers, Inc. | 10,352 | $1.62M | 0.65% | −18,131−63.7% | Reduced |
| Broadwater Capital Management LLC | 10,341 | $1.62M | 1.25% | 00.0% | Unchanged |
| Harbor Advisory Corp | 10,307 | $1.61M | 0.56% | +8,999+688.0% | Added |
| Reuter James Wealth Management, LLC | 10,303 | $1.61M | 1.19% | +1,018+11.0% | Added |
| Plancorp, LLC | 10,266 | $1.61M | 0.07% | +73+0.7% | Added |
| Edmond de Rothschild Holding S.A. | 10,264 | $1.61M | 0.03% | −6,232−37.8% | Reduced |
| True North Advisors, LLC | 10,255 | $1.60M | 0.43% | +119+1.2% | Added |
| Plante Moran Financial Advisors, LLC | 10,245 | $1.60M | 0.16% | −58−0.6% | Reduced |
| Tevis Investment Management | 10,243 | $1.60M | 1.29% | +1,162+12.8% | Added |
| Avestar Capital, LLC | 10,230 | $1.60M | 0.18% | +1,477+16.9% | Added |
| Miller Investment Management, LP | 10,220 | $1.60M | 0.19% | 00.0% | Unchanged |
| Old Second National Bank of Aurora | 10,218 | $1.60M | 0.41% | −412−3.9% | Reduced |
| Baldwin Investment Management, LLC | 10,216 | $1.60M | 0.22% | +230+2.3% | Added |
| Aspen Investment Management Inc | 10,206 | $1.60M | 0.80% | −37−0.4% | Reduced |
| Bank & Trust Co | 10,200 | $1.60M | 1.35% | +10,200 | New |
| Pure Financial Advisors, Inc. | 10,194 | $1.59M | 0.04% | −128−1.2% | Reduced |
| Peoples Bank | 10,178 | $1.59M | 1.24% | +395+4.0% | Added |
| Correct Capital Wealth Management | 10,174 | $1.59M | 0.37% | +1,526+17.6% | Added |
| RBA Wealth Management, LLC | 10,059 | $1.57M | 0.63% | −369−3.5% | Reduced |
| Aire Advisors, LLC | 10,042 | $1.57M | 0.36% | −1,913−16.0% | Reduced |
| Oak Hill Wealth Advisors, LLC | 10,031 | $1.57M | 0.48% | +10,031 | New |
| Strong Tower Advisory Services | 10,020 | $1.57M | 0.51% | +1,770+21.5% | Added |
| Barbara Oil Co. | 10,000 | $1.56M | 0.68% | 00.0% | Unchanged |
| TCM Advisors, LLC | – | $1.56M | 1.37% | – | – |
| Kanen Wealth Management LLC | 10,000 | $1.56M | 0.97% | +10,000 | New |
| Mirabella Financial Services LLP | 9,968 | $1.56M | 0.11% | +8,250+480.2% | Added |
| Oxford Wealth Group, LLC | 9,966 | $1.56M | 1.07% | +3,157+46.4% | Added |
| DF Dent & Co Inc | 9,960 | $1.56M | 0.02% | −115−1.1% | Reduced |
| Precedent Wealth Partners, LLC | 9,927 | $1.55M | 0.63% | +457+4.8% | Added |
| Athena Investment Management | 9,893 | $1.55M | 0.94% | −71−0.7% | Reduced |
| Cravens & Co Advisors, LLC | 9,881 | $1.55M | 1.15% | +185+1.9% | Added |
| Hamilton Capital, LLC | 9,872 | $1.54M | 0.12% | −412−4.0% | Reduced |
| Embree Financial Group | 9,859 | $1.54M | 0.30% | +331+3.5% | Added |
| DB Fitzpatrick & Co, Inc | 9,732 | $1.52M | 1.41% | −22−0.2% | Reduced |
| Access Financial Services, Inc. | 9,726 | $1.52M | 0.69% | −1,872−16.1% | Reduced |
| Fishman Jay A Ltd | 9,698 | $1.52M | 0.16% | −250−2.5% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 9,691 | $1.52M | 0.37% | −2,954−23.4% | Reduced |
| Parkside Investments, LLC | 9,676 | $1.51M | 0.24% | −120−1.2% | Reduced |
| Lakeview Capital Partners, LLC | 9,541 | $1.51M | 0.24% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 9,617 | $1.50M | 0.39% | +58+0.6% | Added |
| Bellecapital International Ltd. | 9,584 | $1.50M | 0.32% | +6,337+195.2% | Added |
| CORDA Investment Management, LLC. | 9,553 | $1.49M | 0.12% | +1,412+17.3% | Added |
| Tradition Wealth Management, LLC | 9,551 | $1.49M | 0.14% | +473+5.2% | Added |
| Harvest Portfolios Group Inc. | 9,542 | $1.49M | 0.06% | −127−1.3% | Reduced |
| Arlington Trust Co LLC | 9,494 | $1.49M | 0.35% | +1,012+11.9% | Added |
| Hubbell Strickland Wealth Management, LLC | 9,493 | $1.48M | 0.75% | +64+0.7% | Added |
| Gladius Capital Management LP | 9,483 | $1.48M | 1.48% | +8,170+622.2% | Added |
| TBH Global Asset Management, LLC | 9,480 | $1.48M | 0.33% | −502−5.0% | Reduced |
| Cypress Wealth Services, LLC | 9,460 | $1.48M | 0.33% | −271−2.8% | Reduced |
| Harrell Investment Partners, LLC | 9,459 | $1.48M | 0.43% | +587+6.6% | Added |
| Front Street Capital Management, Inc. | 9,453 | $1.48M | 0.28% | +16+0.2% | Added |
| Chicago Capital, LLC | 9,454 | $1.48M | 0.04% | −41−0.4% | Reduced |
| Traphagen Investment Advisors LLC | 9,438 | $1.48M | 0.16% | +77+0.8% | Added |
| BluePath Capital Management, LLC | 9,435 | $1.48M | 1.05% | +1,665+21.4% | Added |
| Fullcircle Wealth LLC | 9,501 | $1.47M | 0.72% | +9,501 | New |
| Cito Capital Group, LLC | 9,420 | $1.47M | 0.57% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 9,396 | $1.47M | 0.42% | +1,022+12.2% | Added |
| Farmers Trust Co | 9,370 | $1.47M | 0.30% | −401−4.1% | Reduced |
| Ausdal Financial Partners, Inc. | 9,351 | $1.46M | 0.16% | −80−0.8% | Reduced |
| SevenBridge Financial Group, LLC | 10,210 | $1.46M | 0.32% | −145−1.4% | Reduced |
| David Loasby | 9,399 | $1.46M | 0.14% | +934+11.0% | Added |
| Owen LaRue, LLC | 9,311 | $1.46M | 0.90% | −4,112−30.6% | Reduced |
| Hexagon Capital Partners LLC | 9,306 | $1.46M | 0.32% | +552+6.3% | Added |
| Emfo, LLC | 9,304 | $1.46M | 1.30% | 00.0% | Unchanged |
| Meridian Wealth Advisors, LLC | 9,294 | $1.45M | 0.26% | +1,836+24.6% | Added |
| Mayfair Advisory Group, LLC | 9,318 | $1.45M | 0.98% | −89−0.9% | Reduced |
| WBH Advisory Inc | 9,268 | $1.45M | 0.15% | +504+5.8% | Added |
| Graham Capital Management, L.P. | 9,259 | $1.45M | 0.05% | +9,259 | New |
| Dempze Nancy E | 9,232 | $1.44M | 0.99% | +3,415+58.7% | Added |
| Cove Private Wealth, LLC | 9,215 | $1.44M | 1.15% | 00.0% | Unchanged |
| Roof Eidam & Maycock | 9,211 | $1.44M | 0.39% | −75−0.8% | Reduced |
| Eight 31 Financial LLC | 9,211 | $1.44M | 1.10% | −137−1.5% | Reduced |
| BigSur Wealth Management LLC | 9,200 | $1.44M | 0.44% | +600+7.0% | Added |
| TLWM | 9,188 | $1.44M | 0.31% | +148+1.6% | Added |
| Etesian Wealth Advisors, Inc. | 9,185 | $1.44M | 0.81% | −42−0.5% | Reduced |
| Kings Path Partners LLC | 9,183 | $1.44M | 0.68% | +9,183 | New |
| Accretive Wealth Partners, LLC | 9,171 | $1.43M | 0.60% | +475+5.5% | Added |
| BOS Asset Management, LLC | 9,158 | $1.43M | 0.66% | −100−1.1% | Reduced |
| Lion Street Advisors, LLC | 9,136 | $1.43M | 0.53% | −300−3.2% | Reduced |
| Sax Wealth Advisors, LLC | 9,130 | $1.43M | 0.14% | +1,160+14.6% | Added |
| Redhawk Wealth Advisors, Inc. | 9,102 | $1.42M | 0.22% | −486−5.1% | Reduced |
| Adalta Capital Management LLC | 9,093 | $1.42M | 0.77% | 00.0% | Unchanged |
| Allegheny Financial Group LTD | 9,092 | $1.42M | 0.41% | +451+5.2% | Added |
| LifePro Asset Management | 9,061 | $1.42M | 1.02% | −214−2.3% | Reduced |
| Firestone Capital Management | 9,049 | $1.42M | 0.39% | −46−0.5% | Reduced |
| Thrive Wealth Management, LLC | 9,045 | $1.41M | 0.28% | +99+1.1% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 9,043 | $1.41M | 0.40% | +6,452+249.0% | Added |
| Advisory Research Inc | 9,001 | $1.41M | 0.26% | −115−1.3% | Reduced |
| Needham Investment Management LLC | 9,000 | $1.41M | 0.12% | 00.0% | Unchanged |
| SS&H Financial Advisors, Inc. | 8,980 | $1.40M | 0.55% | 00.0% | Unchanged |