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 |
|---|---|---|---|---|---|
| Mitchell Capital Management Co | 1,558 | $243.7K | 0.04% | +1,558 | New |
| Alpha Financial Partners, LLC | 1,557 | $243.6K | 0.21% | +48+3.2% | Added |
| Penbrook Management LLC | 1,555 | $243.2K | 0.15% | −175−10.1% | Reduced |
| Sharkey, Howes & Javer | 1,555 | $243.2K | 0.04% | 00.0% | Unchanged |
| Leverty Financial Group, LLC | 1,555 | $243.2K | 0.14% | 00.0% | Unchanged |
| Fragasso Group Inc. | 1,554 | $243.1K | 0.02% | +144+10.2% | Added |
| Braun-Bostich & Associates Inc. | 1,554 | $243.1K | 0.18% | −131−7.8% | Reduced |
| Chesapeake Capital Corp | 1,553 | $242.9K | 0.32% | +1,553 | New |
| Sage Capital Management, LLC | 1,550 | $242.5K | 0.13% | 00.0% | Unchanged |
| Slocum, Gordon & Co LLP | 1,547 | $242.0K | 0.18% | 00.0% | Unchanged |
| Cornerstone Advisors Asset Management, LLC | 1,540 | $240.9K | 0.07% | 00.0% | Unchanged |
| Continental Investors Services, Inc. | 1,539 | $240.8K | 0.54% | +6+0.4% | Added |
| One Charles Private Wealth Services, LLC | 1,535 | $240.1K | 0.10% | 00.0% | Unchanged |
| Cascade Wealth Advisors, Inc | 1,524 | $240.1K | 0.18% | 00.0% | Unchanged |
| Burns Matteson Capital Management, LLC | 1,530 | $239.3K | 0.15% | −19−1.2% | Reduced |
| Ullmann Financial Group, Inc. | 1,527 | $238.8K | 0.03% | +16+1.1% | Added |
| Reynders McVeigh Capital Management, LLC | 1,520 | $238.0K | 0.01% | +1,520 | New |
| Grant/GrossMendelsohn, LLC | 1,521 | $237.9K | 0.11% | +1+0.1% | Added |
| VitalStone Financial, LLC | 1,516 | $237.2K | 0.17% | −16−1.0% | Reduced |
| Hofer & Associates. Inc | 1,514 | $236.8K | 0.18% | +86+6.0% | Added |
| Meritas Wealth Management, LLC | 1,507 | $235.7K | 0.17% | +154+11.4% | Added |
| Zimmermann Investment Management & Planning LLC | 1,505 | $235.5K | 0.08% | −379−20.1% | Reduced |
| Stonebridge Financial Planning Group, LLC | 1,504 | $235.3K | 0.12% | +1,504 | New |
| Financial Planning & Information Services, Inc. | 1,501 | $234.8K | 0.04% | 00.0% | Unchanged |
| Check Capital Management Inc | 1,500 | $234.6K | 0.02% | 00.0% | Unchanged |
| Rebalance, LLC | 1,500 | $234.6K | 0.02% | 00.0% | Unchanged |
| First National Bank of Hutchinson | 1,500 | $234.6K | 0.15% | +1,500 | New |
| Atlas Capital Advisors LLC | 1,500 | $234.6K | 0.03% | +1,500 | New |
| Hoxton Planning & Management, LLC | 1,498 | $234.3K | 0.11% | +16+1.1% | Added |
| Brass Tax Wealth Management, Inc | 1,496 | $234.0K | 0.05% | +1,496 | New |
| Intrepid Capital Management Inc | 1,492 | $233.4K | 0.15% | +1,492 | New |
| Baader Bank INC | 1,693 | $233.1K | 0.02% | +1,693 | New |
| PCG Wealth Advisors, LLC | 1,490 | $233.0K | 0.10% | −145−8.9% | Reduced |
| LifePlan Investment Advisors, Inc. | 1,488 | $232.8K | 0.17% | +38+2.6% | Added |
| North Point Portfolio Managers Corp | 1,487 | $232.6K | 0.04% | +1,487 | New |
| ForthRight Wealth Management, LLC | 1,481 | $231.7K | 0.08% | +5+0.3% | Added |
| Kercheville Advisors, LLC | 1,480 | $231.5K | 0.10% | 00.0% | Unchanged |
| EPIQ Capital Group, LLC | 1,478 | $231.3K | 0.08% | +15+1.0% | Added |
| Interactive Financial Advisors | 1,476 | $230.9K | 0.13% | 00.0% | Unchanged |
| PFS Partners, LLC | 1,476 | $230.8K | 0.15% | −15−1.0% | Reduced |
| Montis Financial, LLC | 1,460 | $228.3K | 0.10% | −121−7.7% | Reduced |
| Bullseye Investment Management, LLC | 1,579 | $227.6K | 0.15% | −12−0.8% | Reduced |
| Wade Financial Advisory, Inc | 1,453 | $227.3K | 0.08% | 00.0% | Unchanged |
| Hill Island Financial LLC | 1,453 | $227.2K | 0.07% | 00.0% | Unchanged |
| One Wealth Management Investment & Advisory Services, LLC | 1,440 | $225.2K | 0.09% | +95+7.1% | Added |
| Paradiem, LLC | 1,439 | $225.1K | 0.06% | −123−7.9% | Reduced |
| Hamilton Point Investment Advisors, LLC | 1,439 | $225.1K | 0.04% | 00.0% | Unchanged |
| Trinity Financial Advisors LLC | 1,438 | $224.9K | 0.10% | +1+0.1% | Added |
| Fernwood Investment Management, LLC | 1,436 | $224.6K | 0.07% | +24+1.7% | Added |
| Diversified Investment Strategies, LLC | 1,436 | $224.5K | 0.16% | 00.0% | Unchanged |
| Pegasus Partners Ltd. | 1,434 | $224.3K | 0.02% | +103+7.7% | Added |
| O'Keefe Stevens Advisory, Inc. | 1,431 | $223.8K | 0.07% | +14+1.0% | Added |
| N.E.W. Advisory Services LLC | 1,429 | $223.5K | 0.02% | −462−24.4% | Reduced |
| Collaborative Wealth Managment Inc. | 1,427 | $223.2K | 0.11% | 00.0% | Unchanged |
| Fiducient Advisors LLC | 1,421 | $222.3K | 0.03% | +37+2.7% | Added |
| Mizuho Securities Co. Ltd. | 1,420 | $222.1K | 0.52% | +1,420 | New |
| Magnolia Capital Advisors LLC | 1,418 | $221.8K | 0.12% | +1,418 | New |
| Arista Wealth Management, LLC | 1,413 | $221.0K | 0.06% | +1,413 | New |
| Smith Group Asset Management, LLC | 1,408 | $220.2K | 0.02% | −32,587−95.9% | Reduced |
| Arthur M. Cohen & Associates, LLC | 1,405 | $219.8K | 0.04% | 00.0% | Unchanged |
| Heritage Investment Group, Inc. | 1,401 | $219.0K | 0.05% | 00.0% | Unchanged |
| M Holdings Securities, Inc. | 1,401 | $219.0K | 0.03% | +1,401 | New |
| Sterling Investment Advisors LLC | 1,400 | $219.0K | 0.13% | 00.0% | Unchanged |
| 1858 Wealth Management, LLC | 1,395 | $218.2K | 0.18% | +6+0.4% | Added |
| Covestor Ltd | 1,393 | $218.0K | 0.14% | −43−3.0% | Reduced |
| Annandale Capital, LLC | 1,392 | $218.0K | 0.05% | 00.0% | Unchanged |
| Omnia Family Wealth, LLC | 1,392 | $217.7K | 0.09% | −19−1.3% | Reduced |
| Consilio Wealth Advisors, LLC | 1,390 | $217.4K | 0.10% | +72+5.5% | Added |
| AIMZ Investment Advisors, LLC | 1,384 | $216.6K | 0.08% | −182−11.6% | Reduced |
| Drucker Wealth 3.0, LLC | 1,383 | $216.4K | 0.06% | +1,383 | New |
| Von Berge Wealth Management Group, LLC | 1,382 | $216.2K | 0.14% | −497−26.5% | Reduced |
| Chiron Capital Management, LLC | 1,378 | $215.5K | 0.21% | 00.0% | Unchanged |
| Quad-Cities Investment Group, LLC | 1,377 | $215.4K | 0.12% | 00.0% | Unchanged |
| Semus Wealth Partners LLC | 1,374 | $214.9K | 0.17% | −270−16.4% | Reduced |
| Traveka Wealth, LLC | 1,372 | $214.6K | 0.10% | −333−19.5% | Reduced |
| Northstar Group, Inc. | 1,365 | $213.7K | 0.04% | 00.0% | Unchanged |
| Motive Wealth Advisors | 1,362 | $213.0K | 0.13% | −28−2.0% | Reduced |
| Stephenson & Company, Inc. | 1,360 | $212.7K | 0.16% | −92−6.3% | Reduced |
| Hanlon Investment Management, Inc. | 1,359 | $212.6K | 0.06% | +1,359 | New |
| McIlrath & Eck, LLC | 1,356 | $212.1K | 0.03% | +78+6.1% | Added |
| Twin Lakes Capital Management, LLC | 1,351 | $211.3K | 0.14% | 00.0% | Unchanged |
| Crew Capital Management, Ltd. | 1,348 | $210.9K | 0.17% | +5+0.4% | Added |
| Bensler, LLC | 1,344 | $210.2K | 0.03% | +15+1.1% | Added |
| Beacon Bridge Wealth Partners, LLC | 1,340 | $209.5K | 0.10% | −552−29.2% | Reduced |
| American Financial Advisors, LLC | 1,336 | $208.9K | 0.03% | −155−10.4% | Reduced |
| Keebeck Wealth Management, LLC | 1,335 | $208.8K | 0.03% | −311−18.9% | Reduced |
| McCarthy Asset Management, Inc. | 1,333 | $208.5K | 0.12% | 00.0% | Unchanged |
| Flynn Zito Capital Management, LLC | 1,329 | $207.9K | 0.11% | +11+0.8% | Added |
| PCA Investment Advisory Services Inc. | 1,322 | $206.8K | 0.11% | −17−1.3% | Reduced |
| Astoria Portfolio Advisors LLC. | 1,322 | $206.8K | 0.07% | −109−7.6% | Reduced |
| Red Wave Investments LLC | 1,316 | $205.8K | 0.08% | 00.0% | Unchanged |
| Councilmark Asset Management, LLC | 1,315 | $205.7K | 0.15% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,315 | $205.7K | 0.12% | −487−27.0% | Reduced |
| Financial Enhancement Group LLC | 1,347 | $205.6K | 0.03% | +66+5.2% | Added |
| GoalFusion Wealth Management, LLC | 1,314 | $205.5K | 0.13% | +1+0.1% | Added |
| Parkside Advisors LLC | 1,313 | $205.4K | 0.05% | −75−5.4% | Reduced |
| Flaharty Asset Management, LLC | 1,313 | $205.4K | 0.03% | +1,313 | New |
| Congress Park Capital LLC | 1,311 | $205.1K | 0.08% | +1,311 | New |
| Intergy Private Wealth, LLC | 1,310 | $204.9K | 0.08% | +1,310 | New |
| Carl Stuart Investment Advisor, Inc | 1,309 | $204.8K | 0.13% | 00.0% | Unchanged |