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 |
|---|---|---|---|---|---|
| Liberty Capital Management, Inc. | 2,059 | $322.1K | 0.08% | +356+20.9% | Added |
| Palisades Hudson Asset Management, L.P. | 2,062 | $322.0K | 0.15% | −169−7.6% | Reduced |
| Adamsbrown Wealth Consultants LLC | 2,053 | $321.1K | 0.12% | +101+5.2% | Added |
| Goldstein Advisors, LLC | 2,052 | $321.0K | 0.05% | +675+49.0% | Added |
| Strategic Wealth Designers | 2,047 | $320.4K | 0.04% | +2,047 | New |
| Willner & Heller, LLC | 2,047 | $320.1K | 0.31% | −29−1.4% | Reduced |
| Lockerman Financial Group, Inc. | 2,046 | $320.0K | 0.58% | +174+9.3% | Added |
| Terril Brothers, Inc. | 2,043 | $319.6K | 0.11% | +164+8.7% | Added |
| Basepoint Wealth LLC | 2,040 | $319.1K | 0.25% | +65+3.3% | Added |
| Wetzel Investment Advisors, Inc. | 2,023 | $319.1K | 0.18% | −283−12.3% | Reduced |
| Jacobsen Capital Management | 2,039 | $318.9K | 0.14% | +177+9.5% | Added |
| First Citizens Financial Corp | 2,038 | $318.8K | 0.19% | −128−5.9% | Reduced |
| Patriot Investment Management Inc. | 2,037 | $318.6K | 0.02% | −21−1.0% | Reduced |
| IVC Wealth Advisors LLC | 2,037 | $318.6K | 0.18% | −9−0.4% | Reduced |
| Ade, LLC | 2,035 | $318.3K | 0.21% | +175+9.4% | Added |
| Koss-Olinger Consulting, LLC | 2,035 | $318.0K | 0.03% | +2,035 | New |
| Financial Insights, Inc. | 2,032 | $317.8K | 0.09% | −1,126−35.7% | Reduced |
| Riverview Trust Co | 2,031 | $317.7K | 0.30% | 00.0% | Unchanged |
| Beddow Capital Management Inc | 2,025 | $317.0K | 0.14% | +125+6.6% | Added |
| MB, Levis & Associates, LLC | 2,021 | $316.1K | 0.17% | +10+0.5% | Added |
| Gratus Wealth Advisors, LLC | 1,985 | $315.9K | 0.05% | 00.0% | Unchanged |
| Watershed Private Wealth LLC | 2,018 | $315.6K | 0.13% | 00.0% | Unchanged |
| Next Capital Management LLC | 2,012 | $314.7K | 0.13% | +375+22.9% | Added |
| Slow Capital, Inc. | 2,000 | $312.8K | 0.05% | 00.0% | Unchanged |
| Okabena Investment Services Inc | 2,000 | $312.8K | 0.10% | +2,000 | New |
| James J. Burns & Company, LLC | 1,997 | $312.0K | 0.06% | +95+5.0% | Added |
| Acorn Wealth Advisors, LLC | 1,984 | $310.4K | 0.15% | +124+6.7% | Added |
| Dynamic Wealth Strategies, LLC | 1,984 | $310.0K | 0.27% | −63−3.1% | Reduced |
| Fortitude Family Office, LLC | 1,981 | $309.9K | 0.18% | +1,432+260.8% | Added |
| Gentry Private Wealth, LLC | 1,978 | $309.4K | 0.27% | +1,978 | New |
| Dash Acquisitions Inc. | 1,918 | $309.2K | 0.08% | −18−0.9% | Reduced |
| Innova Wealth Partners | 1,976 | $309.1K | 0.22% | +76+4.0% | Added |
| Sonata Capital Group Inc | 1,978 | $309.0K | 0.16% | −50−2.5% | Reduced |
| Summit X, LLC | 1,965 | $307.9K | 0.07% | +311+18.8% | Added |
| Steigerwald, Gordon & Koch Inc. | 1,965 | $307.4K | 0.04% | −62−3.1% | Reduced |
| Heritage Wealth Management, Inc./Texas | 1,962 | $307.0K | 0.19% | +3+0.2% | Added |
| WealthBridge Capital Management, LLC | 1,957 | $306.2K | 0.10% | +14+0.7% | Added |
| S&T Bank | 1,956 | $306.0K | 0.08% | 00.0% | Unchanged |
| Keystone Financial Services | 1,953 | $305.5K | 0.13% | −41−2.1% | Reduced |
| Broadleaf Partners, LLC | 1,953 | $305.5K | 0.07% | −74−3.7% | Reduced |
| Henshaw Capital LLC | 1,945 | $304.2K | 0.01% | 00.0% | Unchanged |
| Texas Capital Bancshares Inc | 1,939 | $303.3K | 0.12% | −136−6.6% | Reduced |
| McLean Asset Management Corp | 1,950 | $302.5K | 0.10% | +108+5.9% | Added |
| Claris Advisors, LLC | 1,932 | $302.2K | 0.16% | −80−4.0% | Reduced |
| Archetype Wealth Partners | 1,932 | $302.0K | 0.05% | −1,412−42.2% | Reduced |
| AllSquare Wealth Management LLC | 1,928 | $301.6K | 0.18% | 00.0% | Unchanged |
| Black Diamond Financial, LLC | 1,923 | $300.9K | 0.06% | +1,923 | New |
| Boomfish Wealth Group, LLC | 1,920 | $300.3K | 0.19% | +1,920 | New |
| Mma Asset Management LLC | 1,920 | $300.3K | 0.14% | −74−3.7% | Reduced |
| Insight Wealth Partners, LLC | 1,918 | $300.0K | 0.19% | +142+8.0% | Added |
| CGC Financial Services, LLC | 1,914 | $299.4K | 0.13% | +1+0.1% | Added |
| Canvas Wealth Advisors, LLC | 1,871 | $298.6K | 0.09% | +80+4.5% | Added |
| Burt Wealth Advisors | 1,906 | $298.1K | 0.08% | −22−1.1% | Reduced |
| Security National Bank of So Dak | 1,906 | $298.1K | 0.18% | 00.0% | Unchanged |
| Armbruster Capital Management, Inc. | 1,895 | $296.4K | 0.06% | +7+0.4% | Added |
| Sunburst Financial Group, LLC | 1,894 | $296.2K | 0.08% | −76−3.9% | Reduced |
| First International Bank & Trust | 1,893 | $296.1K | 0.10% | −56−2.9% | Reduced |
| Pathway Financial Advisors LLC | 1,891 | $295.8K | 0.08% | 00.0% | Unchanged |
| Osterweis Capital Management Inc | 1,890 | $295.6K | 0.02% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 1,888 | $295.3K | 0.04% | −64−3.3% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 1,886 | $295.0K | 0.00% | +104+5.8% | Added |
| Park Edge Advisors, LLC | 1,885 | $294.9K | 0.09% | −326−14.7% | Reduced |
| Northwest Wealth Management, LLC | 1,884 | $294.7K | 0.08% | +102+5.7% | Added |
| Biltmore Family Office, LLC | 1,881 | $294.1K | 0.05% | +229+13.9% | Added |
| Franklin, Parlapiano, Turner & Welch, LLC | 1,880 | $294.1K | 0.08% | 00.0% | Unchanged |
| Fiduciary Planning LLC | 1,880 | $294.1K | 0.11% | +1+0.1% | Added |
| Affinity Investment Advisors, LLC | 1,878 | $293.8K | 0.22% | 00.0% | Unchanged |
| Theory Financial LLC | 1,877 | $293.6K | 0.14% | −26−1.4% | Reduced |
| Mainsail Asset Management, LLC | 1,876 | $293.4K | 0.23% | 00.0% | Unchanged |
| Leslie Global Wealth, LLC | 1,874 | $293.1K | 0.17% | +1,874 | New |
| Summit Wealth Partners, LLC | 1,874 | $293.1K | 0.06% | 00.0% | Unchanged |
| Security National Bank of Sioux City Iowa | 1,873 | $293.0K | 0.21% | 00.0% | Unchanged |
| Fi3 FINANCIAL ADVISORS, LLC | 1,870 | $292.4K | 0.13% | −189−9.2% | Reduced |
| Signet Financial Management, LLC | 1,869 | $292.3K | 0.04% | +1+0.1% | Added |
| Orion Investment Co | 1,868 | $292.2K | 0.12% | +1,868 | New |
| Insight Advisors, LLC | 1,862 | $291.4K | 0.05% | −167−8.2% | Reduced |
| Kennedy Investment Group | 1,858 | $290.7K | 0.15% | +145+8.5% | Added |
| Saturna Capital CORP | 1,852 | $289.7K | 0.00% | 00.0% | Unchanged |
| BNP Paribas | 1,848 | $289.1K | 0.01% | −223−10.8% | Reduced |
| Financial Advisory Corp | 1,847 | $289.0K | 0.12% | −662−26.4% | Reduced |
| Yarger Wealth Strategies, LLC | 1,846 | $288.8K | 0.17% | +28+1.5% | Added |
| KKM Financial LLC | 1,843 | $288.4K | 0.14% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 1,842 | $288.1K | 0.04% | −3−0.2% | Reduced |
| Walker Financial Services, Inc. | 1,840 | $287.7K | 0.22% | +90+5.1% | Added |
| Allegiance Financial Group Advisory Services LLC | 1,839 | $287.7K | 0.11% | +100+5.8% | Added |
| Sierra Summit Advisors LLC | 1,839 | $287.7K | 0.07% | +223+13.8% | Added |
| Three Seasons Wealth, LLC | 1,835 | $287.0K | 0.16% | −25−1.3% | Reduced |
| Martel Wealth Advisors Inc | 1,830 | $286.2K | 0.06% | +125+7.3% | Added |
| Lester Murray Antman dba SimplyRich | 1,832 | $286.0K | 0.09% | 00.0% | Unchanged |
| Tidemark, LLC | 1,828 | $286.0K | 0.13% | +74+4.2% | Added |
| Regis Acquisition Inc. | 1,824 | $285.0K | 0.17% | −20−1.1% | Reduced |
| First Fiduciary Investment Counsel, Inc. | 1,823 | $285.0K | 0.06% | 00.0% | Unchanged |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 1,821 | $284.8K | 0.12% | 00.0% | Unchanged |
| Ariston Services Group | 1,820 | $284.7K | 0.27% | −10−0.5% | Reduced |
| Vivaldi Capital Management, LLC | 1,819 | $284.5K | 0.08% | −49−2.6% | Reduced |
| Heritage Wealth Management, Inc. | 1,812 | $283.4K | 0.27% | −78−4.1% | Reduced |
| KFG Wealth Management, LLC | 1,810 | $283.2K | 0.11% | 00.0% | Unchanged |
| KWB Wealth | 1,791 | $282.5K | 0.04% | 00.0% | Unchanged |
| International Private Wealth Advisors LLC | 1,805 | $282.3K | 0.48% | −900−33.3% | Reduced |
| M3 Advisory Group, LLC | 1,804 | $282.2K | 0.23% | +111+6.6% | Added |