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 |
|---|---|---|---|---|---|
| Arkfeld Wealth Strategies, L.L.C. | 2,396 | $369.8K | 0.19% | +11+0.5% | Added |
| Mason & Associates Inc | 2,363 | $369.6K | 0.10% | +98+4.3% | Added |
| Norris Perne & French LLP | 2,361 | $369.3K | 0.03% | −76−3.1% | Reduced |
| Richwood Investment Advisors, LLC | 2,360 | $369.2K | 0.32% | −120−4.8% | Reduced |
| True Link Financial Advisors, LLC | 2,360 | $369.1K | 0.03% | +552+30.5% | Added |
| Benchmark Investment Advisors LLC | 2,345 | $366.8K | 0.27% | −767−24.6% | Reduced |
| First National Bank | 2,333 | $364.9K | 0.27% | +695+42.4% | Added |
| Ssi Investment Management LLC | 2,329 | $364.3K | 0.03% | −3−0.1% | Reduced |
| Garden State Investment Advisory Services LLC | 2,319 | $363.9K | 0.13% | +210+10.0% | Added |
| Austin Wealth Management, LLC | 2,343 | $363.8K | 0.09% | +24+1.0% | Added |
| Royal Capital Wealth Management, LLC | 2,323 | $363.4K | 0.27% | +12+0.5% | Added |
| Shayne & Co., LLC | 2,314 | $362.0K | 0.10% | 00.0% | Unchanged |
| Isthmus Partners, LLC | 2,312 | $361.6K | 0.04% | 00.0% | Unchanged |
| Sather Financial Group Inc | 2,308 | $361.0K | 0.03% | −59−2.5% | Reduced |
| Financial Security Advisor, Inc. | 2,307 | $360.9K | 0.12% | −10−0.4% | Reduced |
| Grey Fox Wealth Advisors, LLC | 2,306 | $360.6K | 0.13% | +74+3.3% | Added |
| AAFCPAs Wealth Management, LLC | 2,304 | $360.4K | 0.19% | +2+0.1% | Added |
| West Bancorporation Inc | 2,303 | $360.2K | 0.27% | 00.0% | Unchanged |
| Triton Wealth Management, PLLC | 2,334 | $359.7K | 0.21% | +10.0% | Added |
| WESCAP Management Group, Inc. | 2,299 | $359.6K | 0.10% | −75−3.2% | Reduced |
| Castleview Partners, LLC | 2,299 | $359.6K | 0.20% | +221+10.6% | Added |
| ShoreHaven Wealth Partners, LLC | 2,297 | $359.4K | 0.19% | +20+0.9% | Added |
| GEM Asset Management, LLC | 2,293 | $358.7K | 0.22% | +65+2.9% | Added |
| O'Dell Group, LLC | 2,268 | $357.7K | 0.09% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 2,285 | $357.4K | 0.03% | +1,150+101.3% | Added |
| Weil Company, Inc. | 2,281 | $356.8K | 0.13% | +118+5.5% | Added |
| Bowman & Co S.C. | 2,280 | $356.6K | 0.21% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 2,276 | $356.0K | 0.07% | +459+25.3% | Added |
| Summit Wealth Group, LLC | 2,277 | $356.0K | 0.11% | +2,277 | New |
| Financial Advisors, LLC | 2,275 | $355.8K | 0.07% | +38+1.7% | Added |
| Meixler Investment Management, Ltd. | 2,266 | $354.4K | 0.27% | −76−3.2% | Reduced |
| Elser Financial Planning, Inc | 2,260 | $353.5K | 0.06% | +2,260 | New |
| Frisch Financial Group, Inc. | 2,259 | $353.0K | 0.11% | −603−21.1% | Reduced |
| Indie Asset Partners, LLC | 2,256 | $352.8K | 0.28% | −8−0.4% | Reduced |
| Instrumental Wealth, LLC | 2,238 | $352.5K | 0.36% | +76+3.5% | Added |
| Northcape Wealth Management, LLC | 2,253 | $352.4K | 0.13% | +38+1.7% | Added |
| Loomis Sayles & Co L P | 2,250 | $352.0K | 0.00% | −153−6.4% | Reduced |
| Mathes Company, Inc. | 2,250 | $352.0K | 0.13% | +2,250 | New |
| Kohmann Bosshard Financial Services, LLC | 2,249 | $351.8K | 0.05% | −329−12.8% | Reduced |
| LWM Advisory Services, LLC | 2,242 | $350.7K | 0.30% | −255−10.2% | Reduced |
| Opal Wealth Advisors, LLC | 2,234 | $349.5K | 0.11% | −664−22.9% | Reduced |
| Crane Advisory, LLC | 2,254 | $347.8K | 0.07% | −141−5.9% | Reduced |
| Luts & Greenleigh Group, Inc | 2,222 | $347.6K | 0.36% | +2,222 | New |
| Kuhn & Co Investment Counsel | 2,222 | $347.6K | 0.31% | −663−23.0% | Reduced |
| Wharton Business Group, LLC | 2,219 | $347.0K | 0.02% | 00.0% | Unchanged |
| Blossom Wealth Management | 2,218 | $347.0K | 0.76% | +25+1.1% | Added |
| Terra Nova Asset Management LLC | 2,210 | $345.7K | 0.27% | +5+0.2% | Added |
| Lewis Asset Management, LLC | 2,209 | $345.5K | 0.26% | +54+2.5% | Added |
| Yoder Wealth Management, Inc. | 2,208 | $345.4K | 0.22% | +3+0.1% | Added |
| MeadowBrook Investment Advisors LLC | 2,207 | $345.2K | 0.33% | +1,765+399.3% | Added |
| Prepared Retirement Institute LLC | 2,205 | $344.9K | 0.23% | 00.0% | Unchanged |
| Ashton Thomas Securities, LLC | 2,253 | $344.7K | 0.08% | +2,253 | New |
| Solstein Capital, LLC | 2,201 | $344.3K | 0.22% | 00.0% | Unchanged |
| Crown Wealth Group, LLC | 2,198 | $343.8K | 0.17% | −647−22.7% | Reduced |
| Lakeside Advisors, INC. | 2,196 | $343.4K | 0.22% | −150−6.4% | Reduced |
| Idaho Trust Bank | 2,191 | $342.7K | 0.18% | +2,191 | New |
| Seven Mile Advisory | 2,184 | $341.6K | 0.25% | −499−18.6% | Reduced |
| LWMG, LLC | 2,182 | $341.4K | 0.07% | +12+0.6% | Added |
| WFA of San Diego, LLC | 2,179 | $340.8K | 0.30% | +2,179 | New |
| Spinnaker Investment Group, LLC | 2,176 | $340.4K | 0.09% | −30−1.4% | Reduced |
| JSF Financial, LLC | 2,170 | $339.4K | 0.10% | +190+9.6% | Added |
| Matisse Capital | 2,169 | $339.4K | 0.17% | +3+0.1% | Added |
| Aft, Forsyth & Company, Inc. | 2,169 | $339.3K | 0.17% | 00.0% | Unchanged |
| Etfidea, LLC | 2,168 | $339.1K | 0.11% | +10.0% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 2,170 | $339.0K | 0.01% | 00.0% | Unchanged |
| Old North State Trust, LLC | 2,168 | $339.0K | 0.29% | 00.0% | Unchanged |
| Altfest L J & Co Inc | 2,168 | $339.0K | 0.05% | +62+2.9% | Added |
| Sequent Asset Management, LLC | 2,166 | $338.8K | 0.17% | +251+13.1% | Added |
| Power Wealth Management LLC | 2,163 | $338.3K | 0.16% | −1,341−38.3% | Reduced |
| Johnson Bixby & Associates, LLC | 2,158 | $337.6K | 0.06% | −1,837−46.0% | Reduced |
| Source Financial Advisors LLC | 2,158 | $337.5K | 0.10% | +100+4.9% | Added |
| Diker Management LLC | 2,156 | $337.2K | 0.29% | 00.0% | Unchanged |
| Activest Wealth Management | 2,141 | $335.0K | 0.11% | +2,000+1,418.4% | Added |
| Sandy Cove Advisors, LLC | 2,141 | $334.9K | 0.15% | +20+0.9% | Added |
| Sequent Planning LLC | 2,128 | $333.0K | 0.11% | −155−6.8% | Reduced |
| Edmonds Duncan Registered Investment Advisors, LLC | 2,128 | $332.9K | 0.08% | 00.0% | Unchanged |
| Cookson Peirce & Co Inc | 2,127 | $332.7K | 0.02% | +2,127 | New |
| Partners in Financial Planning | 2,124 | $332.3K | 0.07% | 00.0% | Unchanged |
| Rede Wealth, LLC | 2,120 | $331.7K | 0.31% | 00.0% | Unchanged |
| Compass Financial Group, INC | 2,120 | $331.6K | 0.07% | +10+0.5% | Added |
| Nadler Financial Group, Inc. | 2,117 | $331.1K | 0.04% | −113−5.1% | Reduced |
| Wooster Corthell Wealth Management, Inc. | 2,117 | $331.1K | 0.07% | 00.0% | Unchanged |
| New Covenant Trust Company, N.A. | 2,078 | $330.7K | 0.38% | −140−6.3% | Reduced |
| Winton Group Ltd | 2,112 | $330.4K | 0.02% | −3,718−63.8% | Reduced |
| Falcon Wealth Planning | 2,111 | $330.2K | 0.04% | +75+3.7% | Added |
| Marks Group Wealth Management, Inc | 2,104 | $329.2K | 0.03% | −44−2.0% | Reduced |
| HHM Wealth Advisors, LLC | 2,102 | $328.8K | 0.05% | +1,247+145.8% | Added |
| Wealth Advisors of Iowa, LLC | 2,101 | $328.7K | 0.18% | +10+0.5% | Added |
| Keeler & Nadler Financial Planning & Wealth Management | 2,100 | $328.4K | 0.18% | −10−0.5% | Reduced |
| Knightsbridge Asset Management, LLC | 2,096 | $327.9K | 0.08% | −41−1.9% | Reduced |
| Community Bank of Raymore | 2,087 | $326.4K | 0.25% | 00.0% | Unchanged |
| Financial Perspectives, Inc | 2,084 | $325.9K | 0.12% | 00.0% | Unchanged |
| Beech Hill Advisors, Inc. | 2,083 | $325.8K | 0.13% | +2,083 | New |
| Shira Ridge Wealth Management | 2,078 | $325.0K | 0.18% | +2,078 | New |
| Smart Portfolios, LLC | 2,075 | $324.6K | 0.33% | +270+15.0% | Added |
| Riverwater Partners LLC | 2,071 | $323.9K | 0.24% | −163−7.3% | Reduced |
| Unionview, LLC | 2,067 | $323.3K | 0.26% | +18+0.9% | Added |
| Syntegra Private Wealth Group, LLC | 2,062 | $322.5K | 0.04% | +17+0.8% | Added |
| Cahill Financial Advisors Inc | 2,061 | $322.4K | 0.04% | +65+3.3% | Added |
| WealthTrust Asset Management, LLC | 2,060 | $322.2K | 0.24% | +18+0.9% | Added |