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 |
|---|---|---|---|---|---|
| Vaughan & Co Securities, Inc. | 3,699 | $578.6K | 0.36% | +218+6.3% | Added |
| ASB Consultores, LLC | 3,697 | $578.3K | 0.21% | −2,112−36.4% | Reduced |
| Renaissance Investment Group LLC | 3,779 | $578.1K | 0.13% | −687−15.4% | Reduced |
| Sterling Investment Counsel, LLC | 3,690 | $577.2K | 0.23% | −223−5.7% | Reduced |
| Stonebrook Private Inc. | 3,685 | $576.4K | 0.17% | −1,615−30.5% | Reduced |
| Almanack Investment Partners, LLC. | 3,683 | $576.1K | 0.10% | +25+0.7% | Added |
| Dorchester Wealth Management Co | 3,680 | $575.6K | 0.11% | −395−9.7% | Reduced |
| ODonnell Financial Services, LLC | 3,672 | $574.4K | 0.26% | +195+5.6% | Added |
| BSW Wealth Partners | 3,671 | $574.3K | 0.09% | −17−0.5% | Reduced |
| Hara Capital LLC | 3,667 | $573.6K | 0.37% | 00.0% | Unchanged |
| Oder Investment Management, LLC | 3,656 | $571.9K | 0.52% | +166+4.8% | Added |
| FSB Premier Wealth Management, Inc. | 3,654 | $571.6K | 0.26% | +896+32.5% | Added |
| Sterling Group Wealth Management, LLC | 3,653 | $571.3K | 0.33% | +3,653 | New |
| Peirce Capital Management, LLC | 3,652 | $571.2K | 0.30% | 00.0% | Unchanged |
| Charter Oak Capital Management, LLC | 3,651 | $571.1K | 0.06% | −28−0.8% | Reduced |
| Fogel Capital Management, Inc. | 3,636 | $568.7K | 0.30% | +797+28.1% | Added |
| Goldstone Financial Group, LLC | 3,635 | $568.5K | 0.11% | +968+36.3% | Added |
| Pacifica Partners Inc. | 3,627 | $568.4K | 0.24% | +135+3.9% | Added |
| Charter Research & Investment Group, Inc. | 3,630 | $567.8K | 0.45% | 00.0% | Unchanged |
| Oakwell Private Wealth Management, LLC | 3,612 | $565.0K | 0.16% | +2,100+138.9% | Added |
| Palumbo Wealth Management LLC | 3,611 | $564.8K | 0.24% | +23+0.6% | Added |
| McAdam, LLC | 3,604 | $563.7K | 0.03% | +107+3.1% | Added |
| Crumly & Associates Inc. | 3,602 | $563.4K | 0.16% | +120+3.4% | Added |
| McBroom & Associates, LLC | 3,597 | $562.6K | 0.35% | 00.0% | Unchanged |
| Dopkins Wealth Management, LLC | 3,595 | $562.3K | 0.34% | +95+2.7% | Added |
| MKT Advisors LLC | 3,673 | $562.0K | 0.28% | +176+5.0% | Added |
| Client 1st Advisory Group, LLC | 3,588 | $561.2K | 0.24% | +1,657+85.8% | Added |
| Black Point Wealth Management | 3,580 | $560.0K | 0.58% | +3,580 | New |
| Avion Wealth | 3,580 | $560.0K | 0.15% | +80+2.3% | Added |
| AA Financial Advisors, LLC | 3,576 | $559.4K | 0.20% | −215−5.7% | Reduced |
| Olistico Wealth, LLC | 3,553 | $555.7K | 0.35% | 00.0% | Unchanged |
| Lokken Investment Group LLC | 3,545 | $554.5K | 0.26% | +45+1.3% | Added |
| Tempus Wealth Planning, LLC | 3,541 | $553.9K | 0.23% | +477+15.6% | Added |
| Wagner Wealth Management, LLC | 3,537 | $553.3K | 0.17% | +105+3.1% | Added |
| Amplius Wealth Advisors, LLC | 3,530 | $552.2K | 0.06% | −873−19.8% | Reduced |
| Waypoint Wealth Partners Inc. | 3,525 | $551.4K | 0.16% | +3,525 | New |
| Wilson & Boucher Capital Management, LLC | 3,524 | $551.2K | 0.42% | −105−2.9% | Reduced |
| Chemistry Wealth Management LLC | 3,522 | $550.9K | 0.14% | −13−0.4% | Reduced |
| Strategic Advocates LLC | 3,518 | $550.3K | 0.22% | −2,517−41.7% | Reduced |
| Planning Capital Management Corp | 3,514 | $549.7K | 0.39% | −195−5.3% | Reduced |
| Vanguard Capital Wealth Advisors | 3,509 | $548.9K | 0.37% | −56−1.6% | Reduced |
| Warther Private Wealth, LLC | 3,506 | $548.4K | 0.21% | +700+24.9% | Added |
| Lanham O'Dell & Company, Inc. | 3,506 | $548.4K | 0.31% | +17+0.5% | Added |
| Maia Wealth LLC | 3,470 | $548.4K | 0.17% | +3,470 | New |
| Drexel Morgan & Co. | 3,500 | $547.5K | 0.12% | +945+37.0% | Added |
| Harbert Fund Advisors, Inc. | 3,500 | $547.5K | 0.44% | +3,500 | New |
| Blodgett Wealth Advisors, LLC | 3,492 | $546.2K | 0.46% | −50−1.4% | Reduced |
| Pacific Sun Financial Corp | 3,486 | $545.3K | 0.32% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 3,480 | $544.3K | 0.10% | +20+0.6% | Added |
| Caitlin John, LLC | 3,473 | $543.2K | 0.40% | −3,895−52.9% | Reduced |
| ZRC Wealth Management, LLC | 3,469 | $542.7K | 0.26% | −102−2.9% | Reduced |
| Ocean Capital Management, LLC | 3,465 | $542.0K | 0.18% | −25−0.7% | Reduced |
| Bruce G. Allen Investments, LLC | 3,457 | $540.7K | 0.45% | +93+2.8% | Added |
| Birchcreek Wealth Management, LLC | 3,456 | $540.6K | 0.30% | −965−21.8% | Reduced |
| Vertex Planning Partners, LLC | 3,454 | $540.3K | 0.14% | +68+2.0% | Added |
| Eclectic Associates Inc | 3,448 | $539.3K | 0.24% | +7+0.2% | Added |
| Select Asset Management & Trust | 3,447 | $539.0K | 0.21% | 00.0% | Unchanged |
| Sweeney & Michel, LLC | 3,507 | $536.5K | 0.23% | +35+1.0% | Added |
| RWWM, Inc. | 3,426 | $535.9K | 0.06% | −216−5.9% | Reduced |
| D L Carlson Investment Group Inc | 3,426 | $535.9K | 0.10% | −138−3.9% | Reduced |
| Carmichael Hill & Associates, Inc. | 3,413 | $533.9K | 0.22% | −296−8.0% | Reduced |
| Birchbrook, Inc. | 3,410 | $533.3K | 0.32% | +16+0.5% | Added |
| Elmwood Wealth Management, Inc. | 3,407 | $533.0K | 0.24% | 00.0% | Unchanged |
| Wela Strategies, Inc. | 3,386 | $529.6K | 0.25% | +67+2.0% | Added |
| Stonehage Fleming Financial Services Holdings Ltd | 3,379 | $528.5K | 0.01% | −7,915−70.1% | Reduced |
| Howard Financial Services, Ltd. | 3,375 | $527.9K | 0.09% | +56+1.7% | Added |
| Zhang Financial LLC | 3,367 | $526.6K | 0.04% | −89−2.6% | Reduced |
| Tranquility Partners, LLC | 3,364 | $526.2K | 0.20% | +70+2.1% | Added |
| Morton Capital Management LLC | 3,348 | $523.6K | 0.12% | +79+2.4% | Added |
| Florida Financial Advisors, LLC | 3,344 | $523.0K | 0.31% | −619−15.6% | Reduced |
| Sovereign Financial Group, Inc. | 3,335 | $521.7K | 0.13% | +32+1.0% | Added |
| Toth Financial Advisory Corp | 3,335 | $521.7K | 0.07% | −250−7.0% | Reduced |
| Rock Point Advisors, LLC | 3,334 | $521.5K | 0.16% | −50−1.5% | Reduced |
| Cary Street Partners Asset Management LLC | 3,334 | $521.5K | 0.08% | +1,501+81.9% | Added |
| ROI Financial Advisors, LLC | 3,332 | $521.2K | 0.38% | −61−1.8% | Reduced |
| Gibson Capital, LLC | 3,320 | $519.3K | 0.11% | 00.0% | Unchanged |
| Commonwealth Financial Services, LLC | 3,359 | $518.4K | 0.11% | +96+2.9% | Added |
| Successful Portfolios LLC | 3,305 | $517.0K | 0.36% | −930−22.0% | Reduced |
| HC Advisors, LLC | 3,302 | $516.6K | 0.48% | −1,942−37.0% | Reduced |
| Heritage Financial Services, LLC | 3,294 | $515.2K | 0.07% | −76−2.3% | Reduced |
| Wescott Financial Advisory Group, LLC | 3,277 | $512.6K | 0.06% | +411+14.3% | Added |
| Hartline Investment Corp | 3,271 | $511.6K | 0.07% | −10,108−75.6% | Reduced |
| Spotlight Asset Group, Inc. | 3,265 | $510.7K | 0.36% | 00.0% | Unchanged |
| Revolve Wealth Partners, LLC | 3,263 | $510.4K | 0.08% | +59+1.8% | Added |
| Bordeaux Wealth Advisors LLC | 3,249 | $508.2K | 0.10% | +234+7.8% | Added |
| Ritter Daniher Financial Advisory LLC | 3,247 | $507.9K | 0.16% | −110−3.3% | Reduced |
| HFR Wealth Management, LLC | 3,238 | $506.5K | 0.13% | 00.0% | Unchanged |
| Whelan Financial | 3,238 | $506.5K | 0.23% | +164+5.3% | Added |
| Lee Financial Co | 3,236 | $506.2K | 0.08% | +276+9.3% | Added |
| Probity Advisors, Inc. | 3,233 | $505.7K | 0.10% | −22−0.7% | Reduced |
| Pictet Bank & Trust Ltd | 3,230 | $505.2K | 0.52% | 00.0% | Unchanged |
| Lakewood Asset Management LLC | 3,219 | $503.6K | 0.35% | +10+0.3% | Added |
| MinichMacGregor Wealth Management, LLC | 3,217 | $503.2K | 0.12% | 00.0% | Unchanged |
| Valley National Advisers Inc | 3,219 | $503.0K | 0.07% | −72−2.2% | Reduced |
| Midwest Financial Group LLC | 3,214 | $503.0K | 0.32% | +18+0.6% | Added |
| Resolute Wealth Strategies, LLC | 3,202 | $500.9K | 0.29% | +39+1.2% | Added |
| Black Swift Group, LLC | 3,195 | $499.8K | 0.12% | −1,000−23.8% | Reduced |
| Planned Solutions, Inc. | 3,194 | $499.6K | 0.25% | +332+11.6% | Added |
| One Degree Advisors Inc | 3,194 | $499.0K | 0.24% | 00.0% | Unchanged |
| Tucker Asset Management LLC | 3,180 | $497.3K | 0.11% | +417+15.1% | Added |