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 |
|---|---|---|---|---|---|
| Balanced Wealth Group LLC | 3,170 | $496.1K | 0.23% | +33+1.1% | Added |
| RTD Financial Advisors, Inc. | 3,160 | $494.3K | 0.07% | +1,013+47.2% | Added |
| Key Client Fiduciary Advisors, LLC | 3,154 | $493.4K | 0.25% | 00.0% | Unchanged |
| Marino, Stram & Associates LLC | 3,152 | $493.0K | 0.12% | +11+0.4% | Added |
| TFB Advisors LLC | 3,145 | $491.9K | 0.16% | +298+10.5% | Added |
| Total Clarity Wealth Management, Inc. | 3,144 | $491.8K | 0.17% | −124−3.8% | Reduced |
| Heritage Oak Wealth Advisors LLC | 3,136 | $490.5K | 0.25% | +3,136 | New |
| River Street Advisors LLC | 3,135 | $490.4K | 0.30% | +416+15.3% | Added |
| Summitry LLC | 3,132 | $489.9K | 0.03% | −83−2.6% | Reduced |
| Legacy Trust | 3,126 | $489.0K | 0.12% | +200+6.8% | Added |
| Westside Investment Management, Inc. | 3,124 | $488.7K | 0.11% | 00.0% | Unchanged |
| RVW Wealth, LLC | 3,122 | $488.3K | 0.05% | −47−1.5% | Reduced |
| Capstone Financial Advisors, Inc. | 3,122 | $488.3K | 0.03% | −143−4.4% | Reduced |
| TSFG, LLC | 3,119 | $488.0K | 0.11% | +205+7.0% | Added |
| Smith Shellnut Wilson LLC | 3,116 | $487.4K | 0.24% | +112+3.7% | Added |
| Marathon Trading Investment Management LLC | 3,111 | $486.6K | 0.13% | −3,788−54.9% | Reduced |
| Prentice Wealth Management LLC | 3,108 | $486.2K | 0.16% | −14−0.4% | Reduced |
| AdvisorShares Investments LLC | 3,100 | $485.2K | 0.08% | +3,100 | New |
| Better Money Decisions, LLC | 3,099 | $484.7K | 0.36% | −51−1.6% | Reduced |
| Running Point Capital Advisors, LLC | 3,091 | $483.5K | 0.20% | −53−1.7% | Reduced |
| Capstone Investment Advisors, LLC | 3,091 | $483.5K | 0.01% | −1,061−25.6% | Reduced |
| David R. Rahn & Associates Inc. | 3,091 | $483.5K | 0.15% | +309+11.1% | Added |
| BetterWealth, LLC | 3,090 | $483.3K | 0.15% | +20+0.7% | Added |
| Tortoise Investment Management, LLC | 3,085 | $482.6K | 0.06% | −18−0.6% | Reduced |
| Legacy Capital Group California, Inc. | 3,083 | $482.3K | 0.17% | +31+1.0% | Added |
| Financial Network Wealth Advisors LLC | 3,084 | $481.9K | 0.36% | +99+3.3% | Added |
| One Wealth Advisors, LLC | 3,323 | $481.8K | 0.10% | −37−1.1% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 3,079 | $481.6K | 0.13% | −550−15.2% | Reduced |
| American Trust | 3,066 | $479.6K | 0.04% | −502−14.1% | Reduced |
| Crown Oak Advisors, LLC | 3,064 | $479.2K | 0.27% | +32+1.1% | Added |
| Patrick M Sweeney & Associates, Inc | 3,060 | $478.6K | 0.39% | +290+10.5% | Added |
| Eagle Harbor Asset Management Inc | 3,046 | $476.5K | 0.51% | −38−1.2% | Reduced |
| Texas Capital Bank Wealth Management Services Inc | 3,041 | $475.6K | 0.05% | +900+42.0% | Added |
| Sara-Bay Financial | 3,034 | $474.6K | 0.19% | +1,103+57.1% | Added |
| Candriam Luxembourg S.C.A. | 3,032 | $474.2K | 0.00% | −3,556−54.0% | Reduced |
| Gries Financial LLC | 3,027 | $473.5K | 0.10% | −663−18.0% | Reduced |
| RWM Asset Management, LLC | 3,023 | $472.9K | 0.08% | +7+0.2% | Added |
| Barnes Pettey Financial Advisors, LLC | 3,023 | $472.9K | 0.41% | 00.0% | Unchanged |
| Fortis Capital Advisors, LLC | 3,019 | $472.3K | 0.17% | +879+41.1% | Added |
| Joule Financial, LLC | 3,002 | $469.6K | 0.19% | +148+5.2% | Added |
| Wealth Architects, LLC | 2,999 | $469.1K | 0.06% | +66+2.3% | Added |
| Warwick Investment Management, Inc. | 2,996 | $468.6K | 0.11% | +127+4.4% | Added |
| Ashford Capital Management Inc | 2,996 | $468.6K | 0.06% | 00.0% | Unchanged |
| Sunpointe, LLC | 2,988 | $467.4K | 0.30% | −437−12.8% | Reduced |
| Sugarloaf Wealth Management, LLC | 2,988 | $467.4K | 0.09% | +1,285+75.5% | Added |
| Compton Financial Group, LLC | 2,987 | $467.2K | 0.15% | +10+0.3% | Added |
| Sentinus, LLC | 2,987 | $467.2K | 0.15% | −1,455−32.8% | Reduced |
| Ridgewood Investments LLC | 2,986 | $467.1K | 0.23% | 00.0% | Unchanged |
| MEMBERS Trust Co | 2,982 | $466.4K | 0.01% | −168−5.3% | Reduced |
| Straight Path Wealth Management | 2,982 | $466.4K | 0.24% | −10.0% | Reduced |
| BIP Wealth, LLC | 2,980 | $466.2K | 0.04% | −4,577−60.6% | Reduced |
| Chatham Capital Group, Inc. | 2,974 | $465.2K | 0.08% | 00.0% | Unchanged |
| Cabot Wealth Management Inc | 2,968 | $464.3K | 0.06% | 00.0% | Unchanged |
| Ledgewood Wealth Advisors, LLC | 2,968 | $464.3K | 0.40% | 00.0% | Unchanged |
| Custom Index Systems, LLC | 2,962 | $463.3K | 0.27% | +899+43.6% | Added |
| White Wing Wealth Management | 2,961 | $463.2K | 0.37% | +59+2.0% | Added |
| Fortem Financial Group, LLC | 2,956 | $462.3K | 0.20% | −401−11.9% | Reduced |
| Holistic Financial Partners | 2,954 | $462.1K | 0.23% | −351−10.6% | Reduced |
| Tower Wealth Partners, Inc. | 2,943 | $460.3K | 0.28% | −784−21.0% | Reduced |
| Montz Harcus Wealth Management LLC | 2,943 | $460.3K | 0.30% | +63+2.2% | Added |
| Fiera Capital Corp | 2,942 | $460.2K | 0.00% | −643−17.9% | Reduced |
| Red Mountain Financial, LLC | 2,913 | $455.7K | 0.55% | +2,913 | New |
| Strategic Financial Services, Inc, | 2,908 | $454.9K | 0.03% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 2,905 | $454.4K | 0.09% | +42+1.5% | Added |
| Pinnacle Wealth Management Group, Inc. | 2,899 | $453.5K | 0.31% | 00.0% | Unchanged |
| Amarillo National Bank | 2,889 | $451.9K | 0.09% | −5,584−65.9% | Reduced |
| Ellerson Group Inc | 2,885 | $451.3K | 0.34% | −422−12.8% | Reduced |
| 49 Wealth Management, LLC | 2,883 | $451.2K | 0.09% | +346+13.6% | Added |
| Morris Retirement Advisors, LLC | 2,880 | $450.5K | 0.26% | +948+49.1% | Added |
| UMA Financial Services, Inc. | 2,849 | $449.4K | 0.08% | −42−1.5% | Reduced |
| GFG Capital, LLC | 2,867 | $448.5K | 0.12% | +200+7.5% | Added |
| Sym Financial Corp | 2,866 | $448.2K | 0.07% | +710+32.9% | Added |
| Greenwich Wealth Management LLC | 2,866 | $448.0K | 0.03% | −114−3.8% | Reduced |
| Revisor Wealth Management LLC | 2,852 | $446.1K | 0.31% | −1,928−40.3% | Reduced |
| Long Run Wealth Advisors, LLC | 2,838 | $443.9K | 0.11% | +74+2.7% | Added |
| First Personal Financial Services | 2,824 | $441.7K | 0.10% | 00.0% | Unchanged |
| Sunflower Bank, N.A. | 2,816 | $440.5K | 0.10% | −432−13.3% | Reduced |
| Emprise Bank | 2,815 | $440.3K | 0.27% | −1,345−32.3% | Reduced |
| KPP Advisory Services LLC | 2,813 | $440.0K | 0.12% | −14−0.5% | Reduced |
| Cedar Wealth Management, LLC | 2,808 | $439.2K | 0.14% | +245+9.6% | Added |
| LRT Capital Management, LLC | 2,792 | $436.7K | 0.41% | +2,792 | New |
| Triad Wealth Partners, LLC | 2,787 | $436.0K | 0.23% | +479+20.8% | Added |
| Syntax Research, Inc. | 2,781 | $435.0K | 0.34% | +79+2.9% | Added |
| Wedge Capital Management L L P | 2,767 | $432.8K | 0.01% | −159−5.4% | Reduced |
| CJM Wealth Advisers, Ltd. | 2,761 | $432.1K | 0.16% | +10.0% | Added |
| Kathmere Capital Management, LLC | 2,759 | $431.6K | 0.05% | +167+6.4% | Added |
| Atwater Malick LLC | 2,755 | $430.9K | 0.15% | 00.0% | Unchanged |
| Fiduciary Financial Group, LLC | 2,725 | $430.0K | 0.10% | +2,725 | New |
| MN Wealth Advisors, LLC | 626 | $427.4K | 0.25% | −2,025−76.4% | Reduced |
| Abich Financial Wealth Management LLC | 2,730 | $427.0K | 0.29% | +1,315+92.9% | Added |
| Aua Capital Management, LLC | 2,726 | $426.4K | 0.26% | 00.0% | Unchanged |
| Worth Financial Advisory Group, LLC | 2,724 | $426.0K | 0.28% | +242+9.8% | Added |
| TNF LLC | 2,744 | $425.5K | 0.16% | +10.0% | Added |
| Alta Wealth Advisors LLC | 2,720 | $425.5K | 0.21% | 00.0% | Unchanged |
| China Universal Asset Management Co., Ltd. | 2,718 | $425.1K | 0.06% | −872−24.3% | Reduced |
| Buckingham Capital Management, Inc. | 2,713 | $424.4K | 0.05% | +2,713 | New |
| Acorn Creek Capital LLC | 2,712 | $424.2K | 0.25% | −81−2.9% | Reduced |
| Icapital Wealth LLC | 2,709 | $423.7K | 0.23% | −750−21.7% | Reduced |
| WCM Investment Management, LLC | 2,711 | $423.7K | 0.00% | +882+48.2% | Added |
| Coordinated Financial Services, Inc. | 2,708 | $423.7K | 0.36% | +7+0.3% | Added |