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 |
|---|---|---|---|---|---|
| Shilanski & Associates, Inc. | 4,119 | $644.4K | 0.22% | −15−0.4% | Reduced |
| Guinness Atkinson Asset Management Inc | 4,116 | $643.8K | 0.32% | +828+25.2% | Added |
| Latitude Advisors, LLC | 4,107 | $642.4K | 0.39% | +22+0.5% | Added |
| Evernest Financial Advisors, LLC | 4,107 | $642.4K | 0.29% | −361−8.1% | Reduced |
| Ellenbecker Investment Group | 4,103 | $641.8K | 0.13% | −243−5.6% | Reduced |
| Pointe Capital Management LLC | 4,100 | $641.3K | 0.40% | −17−0.4% | Reduced |
| Professional Advisory Services Inc | 4,100 | $641.0K | 0.09% | −72−1.7% | Reduced |
| Redwood Financial Network Corp | 4,095 | $640.5K | 0.54% | +503+14.0% | Added |
| Barry Investment Advisors, LLC | 4,094 | $640.4K | 0.22% | +15+0.4% | Added |
| JT Stratford LLC | 4,094 | $640.4K | 0.12% | −37−0.9% | Reduced |
| Sloy Dahl & Holst, LLC | 4,087 | $639.3K | 0.13% | 00.0% | Unchanged |
| Shepherd Financial Partners LLC | 4,078 | $637.9K | 0.08% | +50+1.2% | Added |
| Clarity Wealth Advisors, LLC | 4,075 | $637.5K | 0.21% | −120−2.9% | Reduced |
| iA Global Asset Management Inc. | 4,070 | $637.0K | 0.01% | −6,251−60.6% | Reduced |
| Abel Hall, LLC | 4,068 | $636.3K | 0.45% | +152+3.9% | Added |
| Lazari Capital Management, Inc. | 4,067 | $636.1K | 0.29% | +761+23.0% | Added |
| Vision Capital Management, Inc. | 4,066 | $636.0K | 0.09% | 00.0% | Unchanged |
| First National Corp | 4,061 | $635.2K | 0.15% | 00.0% | Unchanged |
| Werba Rubin Papier Wealth Management | 4,053 | $634.0K | 0.18% | +1,855+84.4% | Added |
| Custom Portfolio Group LLC | 4,108 | $632.1K | 0.50% | −100−2.4% | Reduced |
| Red Lighthouse Investment Management, LLC | 4,039 | $631.8K | 0.26% | −3−0.1% | Reduced |
| Carolinas Wealth Consulting LLC | 4,038 | $631.5K | 0.12% | +459+12.8% | Added |
| Firethorn Wealth Partners, LLC | 4,035 | $631.2K | 0.36% | +276+7.3% | Added |
| Salomon & Ludwin, LLC | 4,031 | $630.5K | 0.07% | −956−19.2% | Reduced |
| Cornerstone Advisory, LLC | 4,030 | $630.4K | 0.09% | −2,234−35.7% | Reduced |
| Capital Square, LLC | 4,008 | $629.3K | 0.41% | −182−4.3% | Reduced |
| Greenfield Seitz Capital Management, LLC | 4,021 | $629.0K | 0.23% | −22−0.5% | Reduced |
| Knights of Columbus Asset Advisors LLC | 4,012 | $627.6K | 0.04% | +4,012 | New |
| Boit C F David | 4,000 | $625.7K | 0.33% | 00.0% | Unchanged |
| Laidlaw Wealth Management LLC | 3,994 | $624.7K | 0.34% | −79−1.9% | Reduced |
| Hobbs Group Advisors, LLC | 3,994 | $624.7K | 0.24% | +3,994 | New |
| Klingman & Associates, LLC | 3,993 | $624.6K | 0.04% | +313+8.5% | Added |
| Duff & Phelps Investment Management Co | 3,980 | $622.6K | 0.01% | −16,226−80.3% | Reduced |
| MGB Wealth Management, LLC | 3,992 | $621.1K | 0.23% | −505−11.2% | Reduced |
| JJJ Advisors Inc. | 3,970 | $621.0K | 0.13% | −278−6.5% | Reduced |
| S. R. Schill & Associates | 3,967 | $620.5K | 0.27% | −4,473−53.0% | Reduced |
| Cladis Investment Advisory, LLC | 3,965 | $620.2K | 0.45% | −66−1.6% | Reduced |
| Brave Asset Management Inc | 3,964 | $620.0K | 0.16% | −208−5.0% | Reduced |
| Agate Pass Investment Management, LLC | 3,962 | $619.7K | 0.33% | +28+0.7% | Added |
| HF Advisory Group, LLC | 3,962 | $619.7K | 0.32% | +533+15.5% | Added |
| Quent Capital, LLC | 3,956 | $618.7K | 0.07% | −534−11.9% | Reduced |
| Trillium Asset Management, LLC | 3,948 | $618.0K | 0.02% | 00.0% | Unchanged |
| Bernardo Wealth Planning LLC | 3,951 | $618.0K | 0.17% | +38+1.0% | Added |
| R.m.sincerbeaux Capital Management LLC | 3,950 | $617.9K | 0.41% | −500−11.2% | Reduced |
| Unique Wealth Strategies, LLC | 3,913 | $617.2K | 0.29% | 00.0% | Unchanged |
| Visionary Horizons, LLC | 3,928 | $614.4K | 0.45% | 00.0% | Unchanged |
| Guidance Capital, Inc | 3,822 | $613.3K | 0.20% | −130−3.3% | Reduced |
| First Dallas Securities Inc. | 3,917 | $612.8K | 0.27% | +11+0.3% | Added |
| Xcel Wealth Management, LLC | 3,917 | $612.7K | 0.19% | +170+4.5% | Added |
| Summit Asset Management, LLC | 3,906 | $611.0K | 0.13% | −135−3.3% | Reduced |
| Cornerstone Capital, Inc. | 3,891 | $608.6K | 0.06% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 3,890 | $608.5K | 0.05% | −705−15.3% | Reduced |
| Deseret Mutual Benefit Administrators | 3,867 | $604.9K | 0.28% | +307+8.6% | Added |
| Prosperity Financial Group, Inc. | 3,861 | $603.9K | 0.38% | −22−0.6% | Reduced |
| Solidarilty Wealth, LLC | 3,857 | $603.3K | 0.18% | −8,767−69.4% | Reduced |
| Northern Capital Management, Inc. | 3,857 | $603.3K | 0.40% | −31−0.8% | Reduced |
| Maryland Capital Advisors Inc. | 3,856 | $603.2K | 0.32% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 3,854 | $602.8K | 0.05% | +549+16.6% | Added |
| Smith Thornton Advisors LLC | 3,851 | $602.4K | 0.44% | +3,851 | New |
| Clare Market Investments LLC | 3,848 | $601.8K | 0.17% | +23+0.6% | Added |
| Helen Stephens Group, LLC | 3,845 | $601.4K | 0.21% | +10.0% | Added |
| Sachetta, LLC | 3,769 | $601.4K | 0.26% | +340+9.9% | Added |
| Matthew Goff Investment Advisor, LLC | 3,844 | $601.2K | 0.12% | 00.0% | Unchanged |
| Breakwater Capital Group | 3,841 | $600.8K | 0.14% | +1,133+41.8% | Added |
| ICA Group Wealth Management, LLC | 3,835 | $599.9K | 0.36% | −13,448−77.8% | Reduced |
| Roberts Glore & Co Inc | 3,813 | $596.4K | 0.18% | 00.0% | Unchanged |
| Cowa, LLC | 3,811 | $596.3K | 0.32% | +300+8.5% | Added |
| FDx Advisors, Inc. | 3,810 | $596.0K | 0.16% | −18,731−83.1% | Reduced |
| Capital Market Strategies LLC | 3,805 | $595.2K | 0.38% | +194+5.4% | Added |
| Purus Wealth Management, LLC | 3,799 | $594.2K | 0.26% | +31+0.8% | Added |
| Kades & Cheifetz LLC | 3,782 | $591.6K | 0.37% | −46−1.2% | Reduced |
| Asset Advisors Investment Management, LLC | 3,781 | $591.4K | 0.06% | +3,781 | New |
| Sherbrooke Park Advisers LLC | 3,779 | $591.1K | 0.10% | +2,063+120.2% | Added |
| Fairfield Financial Advisors, LTD | 3,778 | $590.9K | 0.21% | +3,778 | New |
| Teamwork Financial Advisors, LLC | 3,774 | $590.2K | 0.09% | −6,567−63.5% | Reduced |
| Alera Investment Advisors, LLC | 3,773 | $590.2K | 0.07% | −2,492−39.8% | Reduced |
| Granite Harbor Advisors, Inc. | 3,772 | $590.0K | 0.37% | +1,121+42.3% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 3,765 | $589.0K | 0.01% | −343−8.3% | Reduced |
| Vance Wealth, Inc. | 3,764 | $588.7K | 0.24% | −60−1.6% | Reduced |
| Hyperion Partners, LLC | 3,756 | $587.5K | 0.42% | +17+0.5% | Added |
| Kingdom Financial Group LLC. | 3,755 | $587.3K | 0.40% | −375−9.1% | Reduced |
| Great Diamond Partners, LLC | 3,749 | $586.4K | 0.14% | −381−9.2% | Reduced |
| Jackson Square Capital, LLC | 3,749 | $586.4K | 0.14% | −344−8.4% | Reduced |
| America First Investment Advisors, LLC | 3,748 | $586.3K | 0.14% | 00.0% | Unchanged |
| MJP Associates Inc | 3,746 | $586.0K | 0.12% | −31−0.8% | Reduced |
| Overbrook Management Corp | 3,742 | $585.3K | 0.15% | −266−6.6% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 3,741 | $585.2K | 0.16% | +35+0.9% | Added |
| Aspen Grove Capital, LLC | 3,737 | $584.7K | 0.14% | +628+20.2% | Added |
| Rice Hall James & Associates, LLC | 3,737 | $584.5K | 0.04% | 00.0% | Unchanged |
| Guardian Asset Advisors, LLC | 3,731 | $584.3K | 0.43% | +1,118+42.8% | Added |
| Foster Group, Inc. | 3,735 | $584.2K | 0.02% | +215+6.1% | Added |
| Quantum Private Wealth, LLC | 3,733 | $583.9K | 0.21% | +9+0.2% | Added |
| TCP Asset Management, LLC | 3,728 | $583.1K | 0.15% | 00.0% | Unchanged |
| Occidental Asset Management, LLC | 3,727 | $583.0K | 0.10% | +1,399+60.1% | Added |
| Abacus Wealth Partners, LLC | 3,723 | $582.4K | 0.10% | +52+1.4% | Added |
| Perritt Capital Management Inc | 3,714 | $581.0K | 0.32% | +114+3.2% | Added |
| Riversedge Advisors, LLC | 3,712 | $580.6K | 0.14% | +34+0.9% | Added |
| Mustard Seed Financial, LLC | 3,709 | $580.2K | 0.56% | 00.0% | Unchanged |
| Strait & Sound Wealth Management LLC | 3,701 | $578.9K | 0.30% | −193−5.0% | Reduced |
| Sage Rhino Capital LLC | 3,699 | $578.6K | 0.14% | +92+2.6% | Added |