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 |
|---|---|---|---|---|---|
| Waddell & Associates, LLC | 8,966 | $1.40M | 0.18% | −108−1.2% | Reduced |
| S.A. Mason LLC | 8,966 | $1.40M | 0.80% | +392+4.6% | Added |
| Processus Wealth & Capital Management, LLC | 8,933 | $1.40M | 1.16% | +214+2.5% | Added |
| Creekside Partners | 8,894 | $1.39M | 0.77% | +8,894 | New |
| Pacific Wealth Strategies Group, Inc. | 8,893 | $1.39M | 1.15% | +102+1.2% | Added |
| Gallagher Fiduciary Advisors, LLC | 8,884 | $1.39M | 0.31% | +723+8.9% | Added |
| Sawgrass Asset Management LLC | 8,883 | $1.39M | 0.15% | +1,406+18.8% | Added |
| PDS Planning, Inc | 8,881 | $1.39M | 0.14% | +219+2.5% | Added |
| United Community Bank | 8,877 | $1.39M | 0.56% | +226+2.6% | Added |
| CVA Family Office, LLC | 8,874 | $1.39M | 0.25% | −143−1.6% | Reduced |
| Ascension Asset Management LLC | 8,850 | $1.38M | 0.72% | −175−1.9% | Reduced |
| BancFirst Trust & Investment Management | 8,846 | $1.38M | 0.64% | +8,846 | New |
| FRG Family Wealth Advisors LLC | 9,647 | $1.38M | 0.27% | −164−1.7% | Reduced |
| Canal Capital Management, LLC | 8,832 | $1.38M | 0.24% | −861−8.9% | Reduced |
| MCF Advisors LLC | 8,830 | $1.38M | 0.10% | −607−6.4% | Reduced |
| Verity Asset Management, Inc. | 8,792 | $1.38M | 0.54% | +4,205+91.7% | Added |
| Register Financial Advisors LLC | 8,776 | $1.37M | 0.69% | +6+0.1% | Added |
| Castellan Group, LLC | 8,760 | $1.37M | 0.65% | −235−2.6% | Reduced |
| LexAurum Advisors, LLC | 8,756 | $1.37M | 0.33% | −120−1.4% | Reduced |
| Argent Advisors, Inc. | 8,751 | $1.37M | 0.54% | +98+1.1% | Added |
| Corundum Group, Inc. | 8,724 | $1.36M | 0.53% | +3,868+79.7% | Added |
| Strategic Wealth Partners, Ltd. | 8,711 | $1.36M | 0.14% | +1,929+28.4% | Added |
| Wells Trecaso Financial Group, LLC | 8,705 | $1.36M | 0.47% | −258−2.9% | Reduced |
| Legacy Bridge, LLC | 8,658 | $1.35M | 0.80% | +20+0.2% | Added |
| Atlantic Edge Private Wealth Management, LLC | 8,658 | $1.35M | 0.45% | −28−0.3% | Reduced |
| Mraz, Amerine & Associates, Inc. | 8,646 | $1.35M | 0.28% | −195−2.2% | Reduced |
| Great Lakes Retirement, Inc. | 8,630 | $1.35M | 0.19% | +237+2.8% | Added |
| Pacific Sage Partners, LLC | 8,616 | $1.35M | 0.33% | −265−3.0% | Reduced |
| Kozak & Associates, Inc. | 8,593 | $1.35M | 0.33% | +88+1.0% | Added |
| Boston Research & Management Inc | 8,608 | $1.35M | 0.34% | −200−2.3% | Reduced |
| Baron Wealth Management LLC | 8,590 | $1.34M | 0.70% | +1,046+13.9% | Added |
| Convergence Financial, LLC | 8,574 | $1.34M | 0.35% | +8,574 | New |
| Sentry Investment Management LLC | 8,572 | $1.34M | 0.60% | −1,756−17.0% | Reduced |
| Timber Creek Capital Management LLC | 8,561 | $1.34M | 0.40% | 00.0% | Unchanged |
| Key Financial Inc | 8,549 | $1.34M | 0.32% | +536+6.7% | Added |
| Seven Eight Capital, LP | 8,532 | $1.33M | 0.14% | +8,532 | New |
| 1620 Investment Advisors, Inc. | 8,523 | $1.33M | 1.02% | +726+9.3% | Added |
| Matrix Trust Co | 8,509 | $1.33M | 0.30% | +523+6.5% | Added |
| Wrapmanager Inc | 8,505 | $1.33M | 0.37% | +3,885+84.1% | Added |
| Apriem Advisors | 8,480 | $1.33M | 0.16% | −1,235−12.7% | Reduced |
| Caption Management, LLC | 8,475 | $1.33M | 0.14% | +8,475 | New |
| Larson Financial Group LLC | 8,471 | $1.33M | 0.09% | +3,053+56.3% | Added |
| Walter & Keenan Financial Consulting Co | 8,465 | $1.32M | 0.42% | +84+1.0% | Added |
| Vaughan Nelson Investment Management, L.P. | 8,455 | $1.32M | 0.01% | 00.0% | Unchanged |
| Gilbert & Cook, Inc. | 8,430 | $1.32M | 0.19% | −1,923−18.6% | Reduced |
| Paragon Capital Management LLC | 8,429 | $1.32M | 0.71% | +40.0% | Added |
| Connecticut Wealth Management, LLC | 8,413 | $1.32M | 0.07% | −980−10.4% | Reduced |
| Oak Harbor Wealth Partners, LLC | 8,393 | $1.31M | 0.41% | −203−2.4% | Reduced |
| Prudent Man Advisors, LLC | 8,367 | $1.31M | 0.46% | +312+3.9% | Added |
| Everhart Financial Group, Inc. | 8,364 | $1.31M | 0.34% | +1,436+20.7% | Added |
| Catalyst Financial Partners LLC | 8,346 | $1.31M | 0.29% | +335+4.2% | Added |
| Schmidt P J Investment Management Inc | 8,344 | $1.31M | 0.24% | +40+0.5% | Added |
| West Michigan Advisors, LLC | 8,319 | $1.30M | 0.41% | −993−10.7% | Reduced |
| Bedel Financial Consulting, Inc. | 8,319 | $1.30M | 0.19% | +116+1.4% | Added |
| Freemont Management S.A. | 8,300 | $1.30M | 0.75% | −41,300−83.3% | Reduced |
| LCM Capital Management Inc | 8,265 | $1.29M | 0.81% | +96+1.2% | Added |
| Eqis Capital Management, Inc. | 8,259 | $1.29M | 0.11% | −4,022−32.7% | Reduced |
| CFO4Life Group, LLC | 8,234 | $1.29M | 0.24% | +214+2.7% | Added |
| Peterson Wealth Management | 8,213 | $1.28M | 0.79% | +448+5.8% | Added |
| Catalyst Funds Management Pty Ltd | 8,200 | $1.28M | 0.34% | −200−2.4% | Reduced |
| First County Bank | 8,187 | $1.28M | 0.66% | −552−6.3% | Reduced |
| J. Safra Sarasin Holding AG | 8,168 | $1.28M | 0.02% | +8,168 | New |
| Wallace Capital Management Inc. | 8,164 | $1.28M | 0.19% | 00.0% | Unchanged |
| Investment Partners, Ltd. | 8,150 | $1.27M | 0.57% | +223+2.8% | Added |
| Vista Investment Management | 8,140 | $1.27M | 0.52% | +270+3.4% | Added |
| McGlone Suttner Wealth Management, Inc. | 8,510 | $1.27M | 0.26% | −901−9.6% | Reduced |
| Rice Partnership, LLC | 8,098 | $1.27M | 0.28% | −499−5.8% | Reduced |
| WESPAC Advisors, LLC | 8,098 | $1.27M | 0.99% | −3,037−27.3% | Reduced |
| Brendel Financial Advisors LLC | 8,092 | $1.27M | 0.81% | +8,092 | New |
| Wealth Quarterback LLC | 8,087 | $1.27M | 0.72% | −59−0.7% | Reduced |
| Dividend Assets Capital, LLC | 8,079 | $1.26M | 0.26% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 8,073 | $1.26M | 0.78% | −129−1.6% | Reduced |
| Lederer & Associates Investment Counsel | 8,065 | $1.26M | 0.91% | −496−5.8% | Reduced |
| St. Johns Investment Management Company, LLC | 8,058 | $1.26M | 0.60% | −778−8.8% | Reduced |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 8,055 | $1.26M | 0.49% | −673−7.7% | Reduced |
| Baker Ellis Asset Management LLC | 8,034 | $1.26M | 0.19% | −550−6.4% | Reduced |
| Addison Capital Co | 8,005 | $1.25M | 0.54% | +742+10.2% | Added |
| Aspen Wealth Strategies, LLC | 7,749 | $1.25M | 0.87% | −133−1.7% | Reduced |
| My Legacy Advisors, LLC | 7,986 | $1.25M | 0.40% | −119−1.5% | Reduced |
| Calton & Associates, Inc. | 7,956 | $1.24M | 0.62% | −1,051−11.7% | Reduced |
| Garrett Wealth Advisory Group, LLC | 7,920 | $1.24M | 0.45% | +5,770+268.4% | Added |
| Proficio Capital Partners LLC | 7,920 | $1.24M | 0.13% | +294+3.9% | Added |
| Argus Investors' Counsel, Inc. | 7,919 | $1.24M | 0.76% | −124−1.5% | Reduced |
| Apeiron RIA LLC | 7,912 | $1.24M | 0.38% | +37+0.5% | Added |
| Doliver Advisors, LP | 7,912 | $1.24M | 0.35% | −54−0.7% | Reduced |
| Old Point Trust & Financial Services N A | 7,911 | $1.24M | 0.48% | +759+10.6% | Added |
| E&G Advisors, LP | 7,904 | $1.24M | 0.36% | 00.0% | Unchanged |
| Mittelman Wealth Management | 7,890 | $1.23M | 0.80% | −132−1.6% | Reduced |
| Apella Capital, LLC | 8,035 | $1.23M | 0.05% | +489+6.5% | Added |
| Vicus Capital | 7,841 | $1.23M | 0.11% | −237−2.9% | Reduced |
| Midwest Professional Planners, LTD. | 7,818 | $1.22M | 0.41% | −4,140−34.6% | Reduced |
| Ackerman Capital Advisors, LLC | 7,807 | $1.22M | 0.32% | +100+1.3% | Added |
| Blue Fin Capital, Inc. | 7,795 | $1.22M | 0.24% | −18−0.2% | Reduced |
| Court Place Advisors, LLC | 7,788 | $1.22M | 0.38% | +815+11.7% | Added |
| WMS Partners, LLC | 7,787 | $1.22M | 0.08% | +332+4.5% | Added |
| Ables, Iannone, Moore & Associates, Inc. | 7,786 | $1.22M | 0.81% | +26+0.3% | Added |
| Wendell David Associates Inc | 7,769 | $1.22M | 0.12% | 00.0% | Unchanged |
| Ransom Advisory, Ltd | 7,764 | $1.21M | 0.61% | +150+2.0% | Added |
| World Equity Group, Inc. | 7,730 | $1.21M | 0.36% | −7,094−47.9% | Reduced |
| First Commonwealth Financial Corp | 7,702 | $1.20M | 0.31% | −513−6.2% | Reduced |