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 |
|---|---|---|---|---|---|
| Octavia Wealth Advisors, LLC | 5,217 | $816.1K | 0.11% | +301+6.1% | Added |
| Tanager Wealth Management LLP | 5,209 | $814.8K | 0.12% | 00.0% | Unchanged |
| Meadow Creek Wealth Advisors LLC | 5,208 | $814.6K | 0.77% | +415+8.7% | Added |
| Hilltop Partners LLC | 5,206 | $814.3K | 0.30% | +1,274+32.4% | Added |
| Cromwell Holdings LLC | 5,195 | $812.6K | 0.49% | +5,195 | New |
| Diamant Asset Management, Inc. | 5,190 | $811.8K | 0.54% | +474+10.1% | Added |
| KC Investment Advisors, LLC | 5,186 | $811.2K | 0.40% | −252−4.6% | Reduced |
| Concentric Capital Strategies, LP | 5,186 | $811.2K | 0.05% | +5,186 | New |
| Fulcrum Equity Management | 5,174 | $809.3K | 0.73% | +905+21.2% | Added |
| Gerber Kawasaki Wealth & Investment Management | 5,168 | $808.5K | 0.04% | +29+0.6% | Added |
| Centennial Wealth Advisory LLC | 5,154 | $806.2K | 0.35% | −603−10.5% | Reduced |
| Fortune 45 LLC | 5,153 | $806.2K | 0.61% | −15−0.3% | Reduced |
| Aspire Capital Advisors LLC | 5,152 | $805.9K | 0.26% | −10.0% | Reduced |
| Seelaus Asset Management LLC | 5,150 | $805.6K | 0.82% | −100−1.9% | Reduced |
| Lakeridge Wealth Management LLC | 5,150 | $805.5K | 0.48% | −197−3.7% | Reduced |
| First Business Financial Services, Inc. | 5,147 | $805.1K | 0.09% | −422−7.6% | Reduced |
| Edge Wealth Management LLC | 5,146 | $804.9K | 0.17% | −15−0.3% | Reduced |
| Greenwood Gearhart Inc | 5,145 | $804.8K | 0.08% | −200−3.7% | Reduced |
| WorthPointe, LLC | 5,144 | $804.6K | 0.37% | +10.0% | Added |
| Yeomans Consulting Group, Inc. | 5,140 | $804.0K | 0.31% | +3,771+275.5% | Added |
| Cross Staff Investments Inc | 5,139 | $803.9K | 0.67% | 00.0% | Unchanged |
| Brandywine Trust Co | 5,129 | $802.3K | 0.13% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 5,127 | $801.9K | 0.66% | 00.0% | Unchanged |
| Consilium Wealth Advisory, LLC | 5,113 | $799.7K | 0.44% | +1,351+35.9% | Added |
| Wealthquest Corp | 5,104 | $798.4K | 0.09% | +61+1.2% | Added |
| Total Wealth Planning, LLC | 5,060 | $798.3K | 0.13% | −66−1.3% | Reduced |
| Wedgewood Investors Inc | 5,101 | $797.9K | 0.95% | +5,101 | New |
| Mosaic Family Wealth Partners, LLC | 5,047 | $789.4K | 0.13% | −476−8.6% | Reduced |
| Beacon Capital Management, LLC | 5,039 | $788.3K | 0.15% | +160+3.3% | Added |
| Aviso Wealth Management | 5,037 | $787.9K | 0.47% | −1,554−23.6% | Reduced |
| Nichols & Pratt Advisers LLP | 5,027 | $786.3K | 0.05% | 00.0% | Unchanged |
| Retirement Guys Formula LLC | 5,023 | $785.7K | 0.38% | +378+8.1% | Added |
| Addison Advisors LLC | 5,014 | $784.2K | 0.25% | +137+2.8% | Added |
| Regatta Capital Group, LLC | 5,004 | $782.6K | 0.17% | −290−5.5% | Reduced |
| Scientech Research LLC | 5,003 | $782.6K | 0.16% | +2,849+132.3% | Added |
| American Assets Inc | 5,000 | $782.1K | 0.29% | 00.0% | Unchanged |
| Opus Investment Management Inc | 5,000 | $782.1K | 0.51% | 00.0% | Unchanged |
| Hoey Investments, Inc | 4,998 | $781.8K | 0.15% | −563−10.1% | Reduced |
| W Advisors, LLC | 4,985 | $779.8K | 0.51% | −595−10.7% | Reduced |
| Smallwood Wealth Investment Management, LLC | 4,965 | $776.6K | 0.60% | +159+3.3% | Added |
| Chesapeake Asset Management LLC | 4,961 | $776.0K | 0.74% | −278−5.3% | Reduced |
| Callan Capital, LLC | 4,953 | $774.8K | 0.06% | +2,541+105.3% | Added |
| Chapman Investment Management, LLC | 4,951 | $774.4K | 0.59% | −162−3.2% | Reduced |
| Baker Tilly Wealth Management, LLC | 4,929 | $771.0K | 0.32% | −6,083−55.2% | Reduced |
| SeaBridge Investment Advisors LLC | 4,924 | $770.2K | 0.20% | −5,053−50.6% | Reduced |
| Fca Corp | 4,907 | $767.6K | 0.25% | +32+0.7% | Added |
| Sterling Wealth Management, Inc. | 4,907 | $767.5K | 0.36% | −75−1.5% | Reduced |
| Sierra Capital LLC | 4,905 | $767.0K | 0.10% | 00.0% | Unchanged |
| Atwood & Palmer Inc | 4,903 | $766.9K | 0.06% | −100−2.0% | Reduced |
| Michael B. Yongue | 4,898 | $766.1K | 0.66% | +408+9.1% | Added |
| Central Bank & Trust Co | 4,884 | $763.9K | 0.11% | −1,686−25.7% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,883 | $763.8K | 0.08% | −615−11.2% | Reduced |
| Hutner Capital Management Inc | 4,875 | $762.5K | 0.42% | +500+11.4% | Added |
| Consolidated Portfolio Review Corp | 4,873 | $762.2K | 0.18% | +3,181+188.0% | Added |
| Cedrus LLC | 4,866 | $761.1K | 0.38% | +739+17.9% | Added |
| Aviso Financial Inc. | 4,851 | $758.8K | 0.04% | +4,851 | New |
| Clear Rock Advisors, LLC | 4,844 | $757.7K | 0.32% | 00.0% | Unchanged |
| Kolinsky Wealth Management, LLC | 4,837 | $756.6K | 0.54% | +440+10.0% | Added |
| Mattern Capital Management, LLC | 4,837 | $756.6K | 0.10% | +788+19.5% | Added |
| SYSTM Wealth Solutions LLC | 4,834 | $756.1K | 0.17% | −5,653−53.9% | Reduced |
| W.H. Cornerstone Investments Inc. | 4,832 | $756.0K | 0.54% | +506+11.7% | Added |
| United Advisor Group, LLC | 4,832 | $755.8K | 0.23% | +1,786+58.6% | Added |
| HTG Investment Advisors, Inc. | 4,831 | $755.7K | 0.41% | +48+1.0% | Added |
| Advisor OS, LLC | 4,821 | $754.2K | 0.08% | −550−10.2% | Reduced |
| Paulson Wealth Management Inc. | 4,821 | $754.1K | 0.22% | −78−1.6% | Reduced |
| James Hambro & Partners | 4,817 | $753.5K | 0.04% | −79−1.6% | Reduced |
| Veracity Capital LLC | 4,816 | $753.3K | 0.31% | −285−5.6% | Reduced |
| Semmax Financial Advisors Inc. | 5,209 | $750.9K | 0.23% | +932+21.8% | Added |
| SCP Investment, LP | 4,800 | $750.8K | 0.48% | 00.0% | Unchanged |
| Vista Wealth Management Group, LLC | 4,790 | $749.3K | 0.05% | +238+5.2% | Added |
| Zullo Investment Group, Inc. | 4,775 | $747.1K | 0.33% | +243+5.4% | Added |
| Moulton Wealth Management, Inc | 4,846 | $745.4K | 0.68% | 00.0% | Unchanged |
| Cottonwood Capital Advisors, LLC | 4,871 | $745.2K | 0.58% | −134−2.7% | Reduced |
| Sprinkle Financial Consultants LLC | 4,763 | $745.0K | 0.59% | −152−3.1% | Reduced |
| Safeguard Investment Advisory Group, LLC | 4,744 | $742.1K | 0.23% | +58+1.2% | Added |
| Elite Wealth Management, Inc. | 4,737 | $741.0K | 0.16% | 00.0% | Unchanged |
| Appleton Partners Inc | 4,709 | $737.0K | 0.06% | −310−6.2% | Reduced |
| Prairie Wealth Advisors, Inc. | 4,709 | $736.6K | 0.37% | −756−13.8% | Reduced |
| Alta Advisers Ltd | 4,700 | $735.2K | 0.35% | 00.0% | Unchanged |
| Eldridge Investment Advisors, Inc. | 4,700 | $735.0K | 0.19% | +11+0.2% | Added |
| AlphaQ Advisors LLC | 4,690 | $733.6K | 2.17% | −815−14.8% | Reduced |
| BOK Financial Private Wealth, Inc. | 4,690 | $733.6K | 0.05% | 00.0% | Unchanged |
| Ballew Advisors, Inc | 4,639 | $733.1K | 0.49% | −11−0.2% | Reduced |
| Wayfinding Financial, LLC | 4,688 | $733.0K | 0.41% | −1,427−23.3% | Reduced |
| Voya Financial Advisors, Inc. | 4,685 | $732.4K | 0.08% | −2,825−37.6% | Reduced |
| Mainsail Financial Group, LLC | 4,680 | $732.0K | 0.43% | +276+6.3% | Added |
| Monterey Private Wealth, Inc. | 4,679 | $732.0K | 0.27% | +260+5.9% | Added |
| First National Bank Sioux Falls | 4,676 | $731.4K | 0.38% | −41−0.9% | Reduced |
| Hohimer Wealth Management, LLC | 4,669 | $730.3K | 0.17% | −55−1.2% | Reduced |
| Van Den Berg Management I, Inc | 4,658 | $728.6K | 0.22% | −10.0% | Reduced |
| Merriman Wealth Management, LLC | 4,652 | $727.6K | 0.03% | −277−5.6% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 4,651 | $727.6K | 0.01% | +15+0.3% | Added |
| Evermay Wealth Management LLC | 4,647 | $726.9K | 0.12% | +294+6.8% | Added |
| Stony Point Wealth Management Inc. | 4,645 | $726.5K | 0.32% | +20.0% | Added |
| Stevens Capital Management LP | 4,634 | $725.0K | 0.25% | −7,089−60.5% | Reduced |
| Coastwise Capital Group, LLC | 4,632 | $724.5K | 0.69% | +230+5.2% | Added |
| Jackson, Grant Investment Advisers, Inc. | 4,626 | $723.7K | 0.29% | −547−10.6% | Reduced |
| First Western Trust Bank | 4,617 | $722.2K | 0.03% | −461−9.1% | Reduced |
| General Partner, Inc. | 4,610 | $721.1K | 0.46% | +17+0.4% | Added |
| Cornerstone National Bank & Trust Co | 4,596 | $718.9K | 0.35% | +284+6.6% | Added |