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 |
|---|---|---|---|---|---|
| Washburn Capital Management, Inc. | 2,705 | $423.1K | 0.30% | −190−6.6% | Reduced |
| Ferguson Shapiro LLC | 2,704 | $422.9K | 0.17% | −2−0.1% | Reduced |
| Blue Edge Capital, LLC | 2,700 | $422.3K | 0.07% | 00.0% | Unchanged |
| Pettinga Financial Advisors, LLC | 2,700 | $422.3K | 0.11% | +10.0% | Added |
| Princeton Capital Management LLC | 2,699 | $422.2K | 0.14% | +50+1.9% | Added |
| Prairie Sky Financial Group LLC | 2,696 | $421.7K | 0.26% | 00.0% | Unchanged |
| Smart Money Group LLC | 2,627 | $421.6K | 0.15% | −18−0.7% | Reduced |
| Avenir Corp | 2,695 | $421.6K | 0.04% | 00.0% | Unchanged |
| Vista Capital Partners, Inc. | 2,694 | $421.5K | 0.05% | +106+4.1% | Added |
| DLK Investment Management, LLC | 2,693 | $421.2K | 0.17% | +499+22.7% | Added |
| City Center Advisors, LLC | 2,660 | $419.6K | 0.49% | 00.0% | Unchanged |
| Gilman Hill Asset Management, LLC | 2,677 | $418.7K | 0.08% | +920+52.4% | Added |
| Princeton Global Asset Management LLC | 2,673 | $418.0K | 0.09% | 00.0% | Unchanged |
| Lakeshore Financial Planning, Inc. | 2,669 | $417.5K | 0.20% | +302+12.8% | Added |
| Harvest Investment Services, LLC | 2,659 | $415.9K | 0.16% | −227−7.9% | Reduced |
| Paragon Capital Management Ltd | 2,658 | $415.8K | 0.08% | −2,318−46.6% | Reduced |
| Novak & Powell Financial Services, Inc. | 2,650 | $414.6K | 0.26% | +3+0.1% | Added |
| Alliance Wealth Advisors, LLC | 2,650 | $414.5K | 0.12% | −222−7.7% | Reduced |
| Phraction Management LLC | 2,650 | $414.5K | 0.15% | 00.0% | Unchanged |
| Taylor Hoffman Wealth Management | 2,642 | $413.5K | 0.17% | +267+11.2% | Added |
| Private Ocean, LLC | 2,642 | $413.2K | 0.04% | −73−2.7% | Reduced |
| Geller Advisors LLC | 2,638 | $412.6K | 0.03% | −148−5.3% | Reduced |
| Northstar Advisory Group, LLC | 2,638 | $412.6K | 0.24% | +27+1.0% | Added |
| Heirloom Wealth Management | 2,637 | $412.5K | 0.13% | −211−7.4% | Reduced |
| Baron Silver Stevens Financial Advisors, LLC | 2,636 | $412.3K | 0.08% | −464−15.0% | Reduced |
| Towercrest Capital Management | 2,635 | $412.2K | 0.07% | 00.0% | Unchanged |
| Eukles Asset Management | 2,631 | $411.5K | 0.18% | +105+4.2% | Added |
| Midwest Heritage Bank, FSB | 2,630 | $411.3K | 0.21% | +417+18.8% | Added |
| Summit Financial Strategies, Inc. | 2,622 | $410.1K | 0.05% | −38−1.4% | Reduced |
| Malaga Cove Capital, LLC | 2,621 | $410.0K | 0.17% | −8−0.3% | Reduced |
| Apollon Financial, LLC | 2,617 | $409.3K | 0.13% | +10.0% | Added |
| Silvant Capital Management LLC | 2,615 | $409.0K | 0.02% | 00.0% | Unchanged |
| Global X Japan Co., Ltd. | 2,605 | $407.5K | 0.06% | −248−8.7% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 2,600 | $406.7K | 0.10% | −4−0.2% | Reduced |
| MMBG Investment Advisors Co. | 2,600 | $406.7K | 0.04% | 00.0% | Unchanged |
| Family Firm, Inc. | 2,600 | $406.7K | 0.09% | +21+0.8% | Added |
| OMNI 360 Wealth, Inc. | 2,598 | $406.4K | 0.31% | +27+1.1% | Added |
| Brogan Financial, Inc. | 2,593 | $405.5K | 0.26% | +34+1.3% | Added |
| Parisi Gray Wealth Management | 2,589 | $404.9K | 0.15% | +110+4.4% | Added |
| Baker Boyer National Bank | 2,588 | $404.8K | 0.14% | −565−17.9% | Reduced |
| Carmel Capital Partners, LLC | 2,588 | $404.8K | 0.17% | +62+2.5% | Added |
| NWK Group, Inc. | 2,585 | $404.3K | 0.17% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 2,579 | $403.4K | 0.25% | +26+1.0% | Added |
| New England Capital Financial Advisors LLC | 2,572 | $402.3K | 0.22% | +3+0.1% | Added |
| Optivise Advisory Services LLC | 2,571 | $402.2K | 0.22% | +2,571 | New |
| Tiff Advisory Services Inc | 2,570 | $402.0K | 0.14% | +1,218+90.1% | Added |
| Madison Wealth Partners, Inc | 2,564 | $401.1K | 0.14% | +52+2.1% | Added |
| Southern Capital Advisors, LLC | 2,553 | $399.3K | 0.25% | −110−4.1% | Reduced |
| SRS Capital Advisors, Inc. | 2,544 | $398.0K | 0.04% | +273+12.0% | Added |
| Horizon Wealth Management, LLC | 2,543 | $397.7K | 0.09% | −10,192−80.0% | Reduced |
| German American Bancorp, Inc. | 2,534 | $396.4K | 0.05% | +549+27.7% | Added |
| Zega Financial, LLC | 2,532 | $396.0K | 0.14% | +2,532 | New |
| Rocky Mountain Advisers, LLC | 2,527 | $395.3K | 0.13% | −22−0.9% | Reduced |
| Investment Partners Asset Management, Inc. | 2,514 | $393.3K | 0.35% | +35+1.4% | Added |
| Legacy Financial Group, Inc. | 2,506 | $391.9K | 0.15% | 00.0% | Unchanged |
| GDS Wealth Management | 2,503 | $391.5K | 0.04% | +163+7.0% | Added |
| Alan B. Lancz & Associates, Inc. | 2,499 | $390.9K | 0.39% | +2,499 | New |
| Fountainhead AM, LLC | 2,499 | $390.9K | 0.09% | +341+15.8% | Added |
| Manchester Financial Inc | 2,496 | $390.5K | 0.10% | +564+29.2% | Added |
| Lane & Associates LLC | 2,495 | $390.2K | 0.23% | +310+14.2% | Added |
| Schubert & Co | 2,474 | $390.2K | 0.33% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 2,509 | $389.2K | 0.13% | −18−0.7% | Reduced |
| Strategic Investment Solutions, Inc. | 3,137 | $387.0K | 0.12% | +3,137 | New |
| RS Crum Inc. | 2,471 | $386.5K | 0.10% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 2,468 | $386.0K | 0.10% | +207+9.2% | Added |
| Essex LLC | 2,463 | $385.3K | 0.09% | +40+1.7% | Added |
| Meridian Financial, LLC | 2,460 | $384.7K | 0.28% | 00.0% | Unchanged |
| Lesa Sroufe & Co | 2,458 | $384.0K | 0.37% | 00.0% | Unchanged |
| Paces Ferry Wealth Advisors, LLC | 2,454 | $383.8K | 0.23% | +8+0.3% | Added |
| Prospect Financial Services LLC | 2,452 | $383.5K | 0.29% | +240+10.8% | Added |
| Meridian Wealth Partners, LLC | 2,450 | $383.2K | 0.07% | +197+8.7% | Added |
| Hilton Capital Management, LLC | 2,443 | $382.1K | 0.03% | +595+32.2% | Added |
| Verum Partners LLC | 2,439 | $381.5K | 0.12% | +203+9.1% | Added |
| Walkner Condon Financial Advisors LLC | 2,438 | $381.3K | 0.08% | −44−1.8% | Reduced |
| Kooman & Associates | 2,431 | $380.3K | 0.15% | +534+28.1% | Added |
| Camelot Portfolios, LLC | 2,431 | $380.2K | 0.22% | +2,431 | New |
| Alliance Wealth Management Group | 2,430 | $380.1K | 0.11% | 00.0% | Unchanged |
| Old North State Wealth Management, LLC | 2,426 | $379.8K | 0.25% | −94−3.7% | Reduced |
| Total Investment Management Inc | 2,422 | $378.8K | 0.05% | −558−18.7% | Reduced |
| Acima Private Wealth, LLC | 2,421 | $378.7K | 0.14% | 00.0% | Unchanged |
| Western Financial Corp | 2,420 | $378.6K | 0.23% | +9+0.4% | Added |
| Alliance Wealth Advisors, LLC | 2,420 | $378.5K | 0.24% | +18+0.7% | Added |
| Archvest Wealth Advisors, Inc. | 2,418 | $378.5K | 0.25% | +421+21.1% | Added |
| Denver Wealth Management, Inc. | 2,415 | $377.8K | 0.19% | −149−5.8% | Reduced |
| Thrive Capital Management, LLC | 2,412 | $377.1K | 0.17% | +485+25.2% | Added |
| Legacy Edge Advisors, LLC | 2,409 | $376.9K | 0.07% | +615+34.3% | Added |
| Cambridge Financial Group, LLC | 2,407 | $376.5K | 0.17% | +11+0.5% | Added |
| Kerntke Otto McGlone Wealth Management Group | 2,405 | $376.2K | 0.35% | +85+3.7% | Added |
| US Asset Management LLC | 2,399 | $375.0K | 0.34% | −40−1.6% | Reduced |
| Kelly Financial Services LLC | 2,395 | $374.7K | 0.13% | +180+8.1% | Added |
| Silver Lake Advisory, LLC | 2,389 | $373.6K | 0.17% | +25+1.1% | Added |
| waypoint wealth counsel | 2,388 | $373.6K | 0.29% | −196−7.6% | Reduced |
| Marotta Asset Management | 2,380 | $372.5K | 0.08% | +625+35.6% | Added |
| Richardson Financial Services Inc. | 2,381 | $372.4K | 0.27% | +314+15.2% | Added |
| Clark Financial Services Group Inc | 2,378 | $372.0K | 0.39% | −1,606−40.3% | Reduced |
| Safeguard Financial, LLC | 2,377 | $371.9K | 0.10% | +1,044+78.3% | Added |
| Triune Financial Partners, LLC | 2,375 | $371.5K | 0.13% | −106−4.3% | Reduced |
| Monograph Wealth Advisors, LLC | 2,370 | $370.7K | 0.05% | −700−22.8% | Reduced |
| Berry Wealth Group, LP | 2,369 | $370.5K | 0.30% | −185−7.2% | Reduced |
| Private Wealth Advisors | 2,364 | $370.1K | 0.16% | +2+0.1% | Added |