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 |
|---|---|---|---|---|---|
| Reaves W H & Co Inc | 7,700 | $1.20M | 0.04% | 00.0% | Unchanged |
| Westmount Partners, LLC | 7,684 | $1.20M | 0.40% | +270+3.6% | Added |
| ISAM Funds (UK) Ltd | 7,664 | $1.20M | 0.90% | +7,664 | New |
| Aureus Asset Management, LLC | 7,652 | $1.20M | 0.08% | +750+10.9% | Added |
| Beach Investment Counsel Inc | 7,649 | $1.20M | 0.15% | −4,800−38.6% | Reduced |
| Red Spruce Capital, LLC | 7,642 | $1.20M | 0.55% | −132−1.7% | Reduced |
| Financial Partners Group, Inc | 7,641 | $1.20M | 0.19% | −105−1.4% | Reduced |
| Retirement Planning Co of New England, Inc. | 7,630 | $1.19M | 0.65% | −214−2.7% | Reduced |
| Simon Quick Advisors, LLC | 7,609 | $1.19M | 0.08% | −983−11.4% | Reduced |
| Monticello Wealth Management, LLC | 7,608 | $1.19M | 0.11% | −179−2.3% | Reduced |
| Capasso Planning Partners LLC | 7,607 | $1.19M | 0.39% | +7,607 | New |
| Wealth Management Associates, Inc. | 7,600 | $1.19M | 0.56% | 00.0% | Unchanged |
| Capital Investment Counsel, Inc | 7,594 | $1.19M | 0.18% | 00.0% | Unchanged |
| Fortis Group Advisors, LLC | 7,589 | $1.19M | 0.24% | +1,238+19.5% | Added |
| Deltec Asset Management LLC | 7,581 | $1.19M | 0.23% | −56−0.7% | Reduced |
| Paloma Partners Management Co | 7,579 | $1.19M | 0.10% | −12,925−63.0% | Reduced |
| HFG Wealth Management, LLC | 7,564 | $1.18M | 0.75% | 00.0% | Unchanged |
| Austin Private Wealth, LLC | 7,556 | $1.18M | 0.13% | −442−5.5% | Reduced |
| Angeles Wealth Management, LLC | 7,544 | $1.18M | 0.11% | +1,982+35.6% | Added |
| Waterloo Capital, L.P. | 7,542 | $1.18M | 0.14% | +300+4.1% | Added |
| Accel Wealth Management | 7,537 | $1.18M | 0.47% | +802+11.9% | Added |
| Wulff, Hansen & Co. | 7,516 | $1.18M | 1.16% | 00.0% | Unchanged |
| D.B. Root & Company, LLC | 7,513 | $1.18M | 0.40% | −3,220−30.0% | Reduced |
| Brandywine Oak Private Wealth LLC | 7,507 | $1.17M | 0.12% | −270−3.5% | Reduced |
| Hilltop National Bank | 7,496 | $1.17M | 0.38% | −110−1.4% | Reduced |
| ABLE Financial Group, LLC | 7,486 | $1.17M | 0.42% | −18−0.2% | Reduced |
| Core Wealth Partners LLC | 7,484 | $1.17M | 0.80% | +556+8.0% | Added |
| United Bank | 7,466 | $1.17M | 0.58% | +7+0.1% | Added |
| Mogy Joel R Investment Counsel Inc | 7,443 | $1.16M | 0.07% | −200−2.6% | Reduced |
| Drive Wealth Management, LLC | 7,432 | $1.16M | 0.31% | +739+11.0% | Added |
| Family Legacy, Inc. | 7,428 | $1.16M | 0.42% | +93+1.3% | Added |
| Element Wealth, LLC | 7,414 | $1.16M | 0.65% | +197+2.7% | Added |
| Indiana Trust & Investment Management CO | 7,403 | $1.16M | 0.43% | +120+1.6% | Added |
| Cascade Investment Advisors, Inc. | 7,402 | $1.16M | 0.78% | +230+3.2% | Added |
| Souders Financial Advisors | 7,393 | $1.16M | 0.17% | −2,605−26.1% | Reduced |
| Schrum Private Wealth Management LLC | 7,376 | $1.15M | 1.04% | −15−0.2% | Reduced |
| Citizens & Northern Corp | 7,362 | $1.15M | 0.36% | −254−3.3% | Reduced |
| OMC Financial Services LTD | 7,357 | $1.15M | 0.54% | +50+0.7% | Added |
| West Branch Capital LLC | 7,351 | $1.15M | 0.43% | +609+9.0% | Added |
| Evergreen Wealth Solutions, LLC | 7,347 | $1.15M | 0.82% | −703−8.7% | Reduced |
| Keating Investment Counselors Inc | 7,346 | $1.15M | 0.37% | −850−10.4% | Reduced |
| Advisory Alpha, LLC | 7,343 | $1.15M | 0.05% | −1,458−16.6% | Reduced |
| Prosperity Consulting Group, LLC | 7,329 | $1.15M | 0.16% | −1,431−16.3% | Reduced |
| Provenance Wealth Advisors, LLC | 7,325 | $1.15M | 0.16% | +135+1.9% | Added |
| Chickasaw Capital Management LLC | 7,318 | $1.15M | 0.05% | +144+2.0% | Added |
| Silver Oak Securities, Inc | 7,320 | $1.14M | 0.17% | −16−0.2% | Reduced |
| First Community Trust NA | 7,317 | $1.14M | 0.98% | −15−0.2% | Reduced |
| Apexium Financial, LP | 7,313 | $1.14M | 0.08% | +77+1.1% | Added |
| Global Trust Asset Management, LLC | 7,309 | $1.14M | 0.46% | +92+1.3% | Added |
| Money Concepts Capital Corp | 7,309 | $1.14M | 0.10% | −284−3.7% | Reduced |
| Catalina Capital Group, LLC | 7,307 | $1.14M | 0.44% | +2,110+40.6% | Added |
| Townsend Asset Management Corp | 7,306 | $1.14M | 0.44% | −193−2.6% | Reduced |
| Barr E S & Co | 7,297 | $1.14M | 0.07% | +200+2.8% | Added |
| Union Savings Bank | 7,252 | $1.13M | 0.60% | −55−0.8% | Reduced |
| Cetera Trust Company, N.A | 7,246 | $1.13M | 0.71% | −648−8.2% | Reduced |
| Emerald Advisors, LLC | 7,243 | $1.13M | 0.17% | +1,160+19.1% | Added |
| Balboa Wealth Partners | 7,232 | $1.13M | 0.30% | −224−3.0% | Reduced |
| FSM Wealth Advisors, LLC | 7,201 | $1.13M | 0.38% | −114−1.6% | Reduced |
| Cadent Capital Advisors, LLC | 7,200 | $1.13M | 0.46% | −1,123−13.5% | Reduced |
| Carson Advisory Inc. | 7,189 | $1.12M | 0.79% | +32+0.4% | Added |
| Valley Brook Capital Group | 7,176 | $1.12M | 0.88% | +10.0% | Added |
| Skopos Labs, Inc. | 7,053 | $1.12M | 0.48% | 00.0% | Unchanged |
| A. D. Beadell Investment Counsel, Inc. | 7,158 | $1.12M | 0.94% | +325+4.8% | Added |
| Covenant Partners, LLC | 7,142 | $1.12M | 0.34% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 7,141 | $1.12M | 0.34% | +425+6.3% | Added |
| Collective Family Office LLC | 7,140 | $1.12M | 0.33% | +297+4.3% | Added |
| Darden Wealth Group Inc | 7,140 | $1.12M | 0.85% | +571+8.7% | Added |
| Stableford Capital II LLC | 6,922 | $1.12M | 0.44% | −5,778−45.5% | Reduced |
| Dixon Fnancial Services, Inc. | 7,134 | $1.12M | 0.63% | +4+0.1% | Added |
| American State Bank (Iowa) | 7,134 | $1.12M | 0.71% | +91+1.3% | Added |
| L.M. Kohn & Company | 7,117 | $1.11M | 0.30% | −261−3.5% | Reduced |
| M&R Capital Management Inc | 7,109 | $1.11M | 0.27% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 7,109 | $1.11M | 0.10% | +67+1.0% | Added |
| Holistic Planning, LLC | 7,039 | $1.11M | 0.85% | 00.0% | Unchanged |
| J. W. Coons Advisors, LLC | 7,097 | $1.11M | 0.27% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 7,093 | $1.11M | 0.15% | −804−10.2% | Reduced |
| Eley Financial Management, Inc | 7,064 | $1.10M | 0.47% | +89+1.3% | Added |
| First PREMIER Bank | 7,027 | $1.10M | 0.29% | +30+0.4% | Added |
| Conservest Capital Advisors, Inc. | 6,973 | $1.10M | 0.12% | 00.0% | Unchanged |
| Centric Wealth Management | 6,959 | $1.10M | 0.32% | −186−2.6% | Reduced |
| Peak Planning Group, LLC | 7,007 | $1.10M | 0.54% | +1,269+22.1% | Added |
| Windsor Capital Management, LLC | 6,986 | $1.09M | 0.34% | −109−1.5% | Reduced |
| Sentry LLC | 6,967 | $1.09M | 0.20% | 00.0% | Unchanged |
| PFC Capital Group, Inc. | 6,955 | $1.09M | 0.54% | −75−1.1% | Reduced |
| Tectonic Advisors LLC | 6,944 | $1.09M | 0.08% | +386+5.9% | Added |
| DMG Group, LLC | 6,942 | $1.09M | 0.93% | −258−3.6% | Reduced |
| Phillips Wealth Planners LLC | 6,996 | $1.09M | 1.14% | −113−1.6% | Reduced |
| San Luis Wealth Advisors LLC | 6,934 | $1.08M | 0.26% | +6,934 | New |
| Abbot Financial Management, Inc. | 6,931 | $1.08M | 0.58% | −10−0.1% | Reduced |
| Fermata Advisors, LLC | 6,908 | $1.08M | 0.25% | −441−6.0% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 6,895 | $1.08M | 0.27% | +45+0.7% | Added |
| Leo Wealth, LLC | 6,892 | $1.08M | 0.11% | −1,867−21.3% | Reduced |
| Ballast Advisors LLC | 6,885 | $1.08M | 0.34% | −61−0.9% | Reduced |
| Elevated Capital Advisors, LLC | 6,881 | $1.08M | 0.30% | +6,881 | New |
| Pearl River Capital, LLC | 6,821 | $1.07M | 0.17% | −11,596−63.0% | Reduced |
| Ami Asset Management Corp | 6,810 | $1.07M | 0.06% | −19−0.3% | Reduced |
| Campion Asset Management LLC | 6,806 | $1.06M | 0.84% | −20−0.3% | Reduced |
| Canopy Partners, LLC | 6,789 | $1.06M | 0.49% | −33−0.5% | Reduced |
| Plan Group Financial, LLC | 6,783 | $1.06M | 0.65% | +2,790+69.9% | Added |
| CTC Alternative Strategies, Ltd. | 6,773 | $1.06M | 0.45% | +6,773 | New |