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 |
|---|---|---|---|---|---|
| Elk River Wealth Management, LLC | 5,872 | $918.5K | 0.18% | −172−2.8% | Reduced |
| City State Bank | 5,867 | $917.7K | 0.37% | −179−3.0% | Reduced |
| Optimum Investment Advisors | 5,867 | $917.7K | 0.41% | −120−2.0% | Reduced |
| Keel Point, LLC | 6,366 | $917.7K | 0.08% | +71+1.1% | Added |
| WestHill Financial Advisors, Inc. | 5,864 | $917.2K | 0.22% | −27−0.5% | Reduced |
| Salvus Wealth Management, LLC | 5,858 | $916.3K | 0.63% | −235−3.9% | Reduced |
| Costello Asset Management, INC | 5,858 | $916.3K | 0.68% | −1,238−17.4% | Reduced |
| IAM Advisory, LLC | 5,856 | $915.9K | 0.25% | −20.0% | Reduced |
| MBA Advisors LLC | 5,855 | $915.8K | 0.47% | −440−7.0% | Reduced |
| Next Level Private LLC | 5,844 | $914.1K | 0.42% | −4−0.1% | Reduced |
| Providence First Trust Co | 5,831 | $912.1K | 0.41% | 00.0% | Unchanged |
| Shore Point Advisors, LLC | 5,820 | $910.4K | 0.52% | 00.0% | Unchanged |
| Compass Ion Advisors, LLC | 5,757 | $908.1K | 0.13% | 00.0% | Unchanged |
| Beirne Wealth Consulting Services, LLC | 5,805 | $908.0K | 0.37% | 00.0% | Unchanged |
| Silverleafe Capital Partners, LLC | 5,804 | $907.9K | 0.31% | +7+0.1% | Added |
| Guardian Wealth Advisors, LLC | 5,799 | $907.1K | 0.59% | −10−0.2% | Reduced |
| Sterneck Capital Management, LLC | 5,796 | $906.6K | 0.51% | +671+13.1% | Added |
| Fortress Wealth Group, LLC | 5,877 | $905.6K | 0.45% | +314+5.6% | Added |
| Jaffetilchin Investment Partners, LLC | 5,777 | $903.6K | 0.08% | +68+1.2% | Added |
| Virtue Capital Management, LLC | 5,850 | $903.4K | 0.15% | −452−7.2% | Reduced |
| Gibbs Wealth Management | 5,772 | $902.9K | 0.37% | +2,007+53.3% | Added |
| Morningstar Investment Services LLC | 5,771 | $902.0K | 0.01% | −121,785−95.5% | Reduced |
| Smithbridge Asset Management Inc | 5,753 | $899.9K | 0.19% | −6,700−53.8% | Reduced |
| Abacus Planning Group, Inc. | 5,734 | $897.0K | 0.17% | −125−2.1% | Reduced |
| Clarity Financial LLC | 5,725 | $895.4K | 0.13% | +343+6.4% | Added |
| Callan Family Office, LLC | 5,715 | $893.9K | 0.17% | +3,479+155.6% | Added |
| PBMares Wealth Management LLC | 5,712 | $893.5K | 0.22% | −479−7.7% | Reduced |
| SPC Financial, Inc. | 5,671 | $887.0K | 0.08% | +1,092+23.8% | Added |
| Park Place Capital Corp | 5,667 | $886.4K | 0.28% | −2,370−29.5% | Reduced |
| Coco Enterprises, LLC | 5,519 | $886.3K | 0.60% | 00.0% | Unchanged |
| Signature Wealth Management Partners, LLC | 5,650 | $883.8K | 0.67% | −168−2.9% | Reduced |
| Westover Capital Advisors, LLC | 5,639 | $882.1K | 0.23% | 00.0% | Unchanged |
| Vishria Bird Financial Group, LLC | 5,641 | $882.0K | 0.37% | 00.0% | Unchanged |
| Private Capital Management LLC | 5,628 | $880.4K | 0.17% | +2,788+98.2% | Added |
| LBMC Investment Advisors, LLC | 5,627 | $880.2K | 0.08% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 5,625 | $879.8K | 0.16% | +2,874+104.5% | Added |
| Waterfront Wealth Inc. | 5,613 | $877.9K | 0.24% | −318−5.4% | Reduced |
| Oxford Financial Group Ltd | 5,601 | $876.2K | 0.06% | +990+21.5% | Added |
| Trust Co of Kansas | 5,596 | $875.0K | 0.46% | +4,024+256.0% | Added |
| D'Orazio & Associates, Inc. | 5,591 | $874.5K | 0.13% | −46−0.8% | Reduced |
| New Century Financial Group, LLC | 5,578 | $872.5K | 0.37% | −13,757−71.2% | Reduced |
| Merrion Investment Management Co, LLC | 5,571 | $871.4K | 0.60% | −1,200−17.7% | Reduced |
| Blume Capital Management, Inc. | 5,570 | $871.2K | 0.21% | 00.0% | Unchanged |
| Penney Financial, LLC | 5,557 | $869.2K | 0.64% | 00.0% | Unchanged |
| Crescent Grove Advisors, LLC | 5,543 | $867.0K | 0.09% | −31−0.6% | Reduced |
| Stephenson National Bank & Trust | 5,539 | $866.4K | 0.30% | −238−4.1% | Reduced |
| Integris Wealth Management, LLC | 5,528 | $864.7K | 0.25% | −39−0.7% | Reduced |
| Silicon Valley Capital Partners | 5,525 | $864.3K | 0.12% | +892+19.3% | Added |
| Northern Financial Advisors Inc | 5,512 | $862.2K | 0.69% | −31−0.6% | Reduced |
| SkyOak Wealth, LLC | 5,508 | $861.6K | 0.20% | +243+4.6% | Added |
| Blueprint Investment Partners LLC | 5,499 | $860.1K | 0.19% | +1,178+27.3% | Added |
| Gray Wealth Management Inc. | 5,497 | $859.8K | 0.37% | +39+0.7% | Added |
| Diversified, LLC | 5,490 | $858.8K | 0.10% | +1,221+28.6% | Added |
| Central Valley Advisors, LLC | 6,720 | $856.5K | 0.47% | −307−4.4% | Reduced |
| NCM Capital Management, LLC | 5,471 | $855.7K | 0.45% | −50−0.9% | Reduced |
| Balentine LLC | 5,461 | $854.2K | 0.04% | −17,851−76.6% | Reduced |
| Bray Capital Advisors | 5,459 | $853.9K | 0.21% | +5+0.1% | Added |
| Beaird Harris Wealth Management, LLC | 5,454 | $853.2K | 0.08% | +1,154+26.8% | Added |
| Financial Synergies Wealth Advisors, Inc. | 5,454 | $853.2K | 0.11% | +244+4.7% | Added |
| Analyst IMS Investment Management Services Ltd. | 5,440 | $851.0K | 0.03% | +977+21.9% | Added |
| HGK Asset Management Inc | 5,431 | $849.5K | 0.16% | 00.0% | Unchanged |
| Bullock Wealth Management Group | 5,426 | $849.3K | 0.56% | −158−2.8% | Reduced |
| PrairieView Partners, LLC | 5,422 | $848.0K | 0.10% | +3,993+279.4% | Added |
| Lantern Wealth Advisors, LLC | 5,420 | $847.8K | 0.61% | −500−8.4% | Reduced |
| Paragon Private Wealth Management, LLC | 5,418 | $847.4K | 0.48% | −186−3.3% | Reduced |
| Amussen Hunsaker Associates LLC | 5,413 | $847.1K | 0.14% | −335−5.8% | Reduced |
| Alhambra Investment Partners LLC | 5,409 | $846.0K | 0.46% | −380−6.6% | Reduced |
| Crestmont Private Wealth LLC | 5,405 | $845.5K | 0.41% | +1,071+24.7% | Added |
| Hardman Johnston Global Advisors LLC | 5,400 | $844.7K | 0.03% | 00.0% | Unchanged |
| WFA Asset Management Corp | 5,386 | $842.4K | 0.48% | +55+1.0% | Added |
| True Wealth Design, LLC | 5,385 | $842.3K | 0.21% | +28+0.5% | Added |
| Perennial Advisors, LLC | 5,379 | $841.4K | 0.19% | +247+4.8% | Added |
| Eagle Bluffs Wealth Management LLC | 5,366 | $839.4K | 0.49% | +99+1.9% | Added |
| Islay Capital Management, LLC | 5,363 | $838.9K | 0.60% | +216+4.2% | Added |
| Armstrong Advisory Group, Inc | 5,359 | $838.3K | 0.07% | +685+14.7% | Added |
| Kingfisher Capital LLC | 5,358 | $838.0K | 0.20% | +10+0.2% | Added |
| CPA Asset Management LLC | 5,353 | $837.2K | 0.45% | +8+0.1% | Added |
| Relyea Zuckerberg Hanson LLC | 5,335 | $834.5K | 0.14% | +312+6.2% | Added |
| Green Harvest Asset Management LLC | 5,334 | $834.3K | 0.02% | −122−2.2% | Reduced |
| Creative Financial Designs Inc | 5,332 | $834.1K | 0.07% | +540+11.3% | Added |
| Motiv8 Investments LLC | 5,328 | $833.4K | 0.62% | +93+1.8% | Added |
| First Financial Corp | 5,325 | $832.9K | 0.42% | −45−0.8% | Reduced |
| Legacy Wealth Asset Management, LLC | 5,312 | $830.9K | 0.23% | −1,071−16.8% | Reduced |
| Wealth Dimensions Group, Ltd. | 5,291 | $827.6K | 0.24% | −31−0.6% | Reduced |
| Barlow Wealth Partners, Inc. | 5,331 | $826.7K | 0.11% | +10.0% | Added |
| Cassady Schiller Wealth Management, LLC | 5,282 | $826.3K | 0.34% | −33−0.6% | Reduced |
| Hardin Capital Partners, LLC | 5,281 | $826.1K | 0.54% | +5,281 | New |
| NWF Advisory Services Inc. | 5,279 | $825.8K | 0.13% | +761+16.8% | Added |
| Samalin Investment Counsel, LLC | 5,268 | $824.0K | 0.39% | −459−8.0% | Reduced |
| Winch Advisory Services, LLC | 5,251 | $821.4K | 0.23% | +307+6.2% | Added |
| Mendel Capital Management LLC | 5,250 | $821.3K | 0.53% | +42+0.8% | Added |
| Aletheian Wealth Advisors LLC | 5,249 | $821.1K | 0.43% | +273+5.5% | Added |
| Keynote Financial Services LLC | 5,248 | $820.9K | 0.69% | 00.0% | Unchanged |
| Auxano Advisors, LLC | 5,246 | $820.6K | 0.23% | −81−1.5% | Reduced |
| Copperwynd Financial, LLC | 5,110 | $820.1K | 0.27% | +696+15.8% | Added |
| Accredited Investors Inc. | 5,238 | $819.4K | 0.05% | +555+11.9% | Added |
| ArrowMark Colorado Holdings LLC | 5,238 | $819.3K | 0.01% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 5,234 | $818.7K | 0.54% | +5,234 | New |
| Glen Eagle Advisors, LLC | 5,222 | $816.8K | 0.15% | −361−6.5% | Reduced |
| Powers Advisory Group, LLC | 5,218 | $816.2K | 0.45% | +132+2.6% | Added |