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 |
|---|---|---|---|---|---|
| Whitcomb & Hess, Inc. | 1,309 | $204.7K | 0.06% | +12+0.9% | Added |
| Afg Fiduciary Services Limited Partnership | 1,302 | $204.4K | 0.14% | 00.0% | Unchanged |
| Jackson Thornton Asset Management, LLC | 1,305 | $204.1K | 0.03% | −6−0.5% | Reduced |
| Lavaca Capital LLC | 1,305 | $204.1K | 0.11% | 00.0% | Unchanged |
| Elite Life Management LLC | 1,304 | $204.0K | 0.79% | −6−0.5% | Reduced |
| Blankinship & Foster, LLC | 1,303 | $203.8K | 0.05% | 00.0% | Unchanged |
| Aquire Wealth Advisors, LLC | 1,302 | $203.7K | 0.07% | 00.0% | Unchanged |
| Sanders Morris Harris LLC | 1,300 | $203.3K | 0.03% | +1,300 | New |
| Ewa, LLC | 1,319 | $203.3K | 0.08% | +1,319 | New |
| Jag Capital Management, LLC | 1,299 | $203.3K | 0.03% | −1,540−54.2% | Reduced |
| Heritage Wealth Partners, LLC | 1,298 | $203.0K | 0.29% | −85−6.1% | Reduced |
| Howard Wealth Management, LLC | 1,297 | $202.9K | 0.16% | 00.0% | Unchanged |
| Disciplined Growth Investors Inc | 1,295 | $202.6K | 0.00% | 00.0% | Unchanged |
| WESPAC Advisors SoCal, LLC | 1,294 | $202.4K | 0.05% | −98−7.0% | Reduced |
| Detalus Advisors, LLC | 1,292 | $202.1K | 0.07% | +1,292 | New |
| Cumberland Advisors Inc | 1,290 | $201.8K | 0.08% | 00.0% | Unchanged |
| Atalanta Sosnoff Capital, LLC | 1,289 | $201.6K | 0.00% | −163−11.2% | Reduced |
| R. W. Roge & Company, Inc. | 1,290 | $201.0K | 0.11% | −100−7.2% | Reduced |
| CKW Financial Group | 1,283 | $201.0K | 0.03% | +3+0.2% | Added |
| Life Planning Partners, Inc | 1,284 | $200.8K | 0.18% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 1,283 | $200.7K | 0.06% | +19+1.5% | Added |
| ICONIQ Capital, LLC | 1,282 | $200.5K | 0.00% | +1,282 | New |
| Ground Swell Capital, LLC | 1,280 | $200.2K | 0.19% | +1,280 | New |
| Bay Rivers Group | 1,280 | $200.2K | 0.10% | +1,280 | New |
| American Money Management, LLC | 1,279 | $200.1K | 0.04% | 00.0% | Unchanged |
| Core Wealth Advisors, Inc. | 1,279 | $200.1K | 0.07% | +89+7.5% | Added |
| Miller Wealth Advisors, LLC | 1,273 | $199.1K | 0.11% | −390−23.5% | Reduced |
| Vestor Capital, LLC | 1,263 | $198.0K | 0.02% | 00.0% | Unchanged |
| Bellevue Asset Management, LLC | 1,252 | $196.0K | 0.11% | +5+0.4% | Added |
| Laraway Financial Inc | 1,241 | $194.1K | 0.17% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 1,238 | $193.6K | 0.06% | +625+102.0% | Added |
| WealthCollab, LLC | 1,237 | $193.5K | 0.14% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 1,228 | $192.0K | 0.09% | −43−3.4% | Reduced |
| Hall Laurie J Trustee | 1,129 | $177.0K | 0.06% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 1,130 | $176.8K | 0.13% | +1+0.1% | Added |
| CBIZ Investment Advisory Services, LLC | 1,116 | $174.6K | 0.01% | −6−0.5% | Reduced |
| TFC Financial Management | 1,097 | $171.7K | 0.03% | −112−9.3% | Reduced |
| O'Brien Wealth Partners LLC | 1,072 | $167.7K | 0.04% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 1,063 | $166.3K | 0.10% | +100+10.4% | Added |
| Frazier Financial Advisors, LLC | 1,053 | $164.8K | 0.13% | −20−1.9% | Reduced |
| J.Safra Asset Management Corp | 1,044 | $163.3K | 0.02% | +686+191.6% | Added |
| Aspire Private Capital, LLC | 1,041 | $162.8K | 0.04% | +35+3.5% | Added |
| Raffa Wealth Management, LLC | 1,030 | $161.1K | 0.05% | +201+24.2% | Added |
| AlphaMark Advisors, LLC | 1,031 | $161.0K | 0.06% | −54−5.0% | Reduced |
| Redwood Wealth Management Group, LLC | 1,029 | $160.9K | 0.12% | +1,029 | New |
| Cranbrook Wealth Management, LLC | 1,023 | $160.1K | 0.04% | +880+615.4% | Added |
| Aspect Partners, LLC | 1,004 | $157.0K | 0.09% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 1,000 | $157.0K | 0.10% | 00.0% | Unchanged |
| Stuart Chaussee & Associates, Inc. | 1,000 | $156.4K | 0.04% | 00.0% | Unchanged |
| Clear Street Markets LLC | 1,000 | $156.0K | 0.06% | −26,700−96.4% | Reduced |
| Cove Street Capital, LLC | 1,000 | $156.0K | 0.11% | 00.0% | Unchanged |
| New Millennium Group LLC | 989 | $154.6K | 0.10% | +989 | New |
| Westchester Capital Management, Inc. | 932 | $145.8K | 0.04% | 00.0% | Unchanged |
| TD Capital Management LLC | 918 | $143.6K | 0.02% | −200−17.9% | Reduced |
| Moisand Fitzgerald Tamayo, LLC | 900 | $140.8K | 0.02% | 00.0% | Unchanged |
| Disciplined Equity Management, Inc. | 900 | $140.8K | 0.09% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 899 | $140.7K | 0.03% | +74+9.0% | Added |
| Strengthening Families & Communities, LLC | 896 | $140.0K | 0.04% | +896 | New |
| Iron Horse Wealth Management, LLC | 890 | $139.2K | 0.05% | 00.0% | Unchanged |
| Standard Family Office LLC | 882 | $138.0K | 0.18% | 00.0% | Unchanged |
| Raelipskie Partnership | 865 | $135.3K | 0.07% | 00.0% | Unchanged |
| Financial Freedom, LLC | 861 | $134.6K | 0.08% | +6+0.7% | Added |
| Stone House Investment Management, LLC | 860 | $134.6K | 0.03% | +297+52.8% | Added |
| Creative Capital Management Investments LLC | 857 | $134.1K | 0.07% | 00.0% | Unchanged |
| Clean Yield Group | 843 | $131.9K | 0.05% | 00.0% | Unchanged |
| Trust Co | 842 | $131.7K | 0.02% | −114−11.9% | Reduced |
| Deane Retirement Strategies, Inc. | 842 | $131.7K | 0.07% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 840 | $131.4K | 0.09% | +406+93.5% | Added |
| GW&K Investment Management, LLC | 837 | $131.0K | 0.00% | +218+35.2% | Added |
| Garde Capital, Inc. | 831 | $130.0K | 0.01% | −160−16.1% | Reduced |
| Disciplina Capital Management LLC | 825 | $129.1K | 0.02% | +8+1.0% | Added |
| Creekmur Asset Management LLC | 823 | $128.7K | 0.03% | −57−6.5% | Reduced |
| Transcendent Capital Group LLC | 811 | $126.9K | 0.07% | +12+1.5% | Added |
| Abound Wealth Management | 804 | $125.7K | 0.05% | −13−1.6% | Reduced |
| Capula Management Ltd | 779 | $121.9K | 0.00% | +779 | New |
| Mark Sheptoff Financial Planning, LLC | 745 | $116.5K | 0.07% | +45+6.4% | Added |
| Prestige Wealth Management Group LLC | 736 | $115.1K | 0.02% | −396−35.0% | Reduced |
| Proffitt & Goodson Inc | 730 | $114.2K | 0.02% | +63+9.4% | Added |
| FSC Wealth Advisors, LLC | 728 | $113.9K | 0.08% | +38+5.5% | Added |
| Foster Dykema Cabot & Partners, LLC | 727 | $113.7K | 0.01% | +250+52.4% | Added |
| Jupiter Wealth Management LLC | 700 | $112.3K | 0.06% | −2,700−79.4% | Reduced |
| Ulland Investment Advisors, LLC | 718 | $112.0K | 0.08% | 00.0% | Unchanged |
| Investment Research & Advisory Group, Inc. | 703 | $110.0K | 0.05% | 00.0% | Unchanged |
| HighMark Wealth Management LLC | 702 | $109.8K | 0.07% | −13−1.8% | Reduced |
| Macroview Investment Management LLC | 670 | $104.8K | 0.11% | −8−1.2% | Reduced |
| Highline Wealth Partners LLC | 664 | $103.8K | 0.04% | +254+62.0% | Added |
| Cherry Tree Wealth Management, LLC | 650 | $101.7K | 0.03% | −15−2.3% | Reduced |
| Nordwand Advisors, LLC | 643 | $100.6K | 0.04% | 00.0% | Unchanged |
| Fairscale Capital, LLC | 633 | $99.9K | 0.09% | +633 | New |
| Coston, McIsaac & Partners | 628 | $98.0K | 0.03% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 623 | $97.5K | 0.03% | −129−17.2% | Reduced |
| MidAtlantic Capital Management, Inc. | 619 | $96.8K | 0.08% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 618 | $96.7K | 0.04% | −120−16.3% | Reduced |
| Cohen & Steers, Inc. | 614 | $96.0K | 0.00% | −54,183−98.9% | Reduced |
| Tobam | 600 | $94.0K | 0.01% | −1,162−65.9% | Reduced |
| SWAN Capital LLC | 597 | $93.4K | 0.05% | +597 | New |
| Orion Capital Management LLC | 595 | $93.1K | 0.05% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 628 | $90.8K | 0.03% | −1,185−65.4% | Reduced |
| Tradewinds Capital Management, LLC | 576 | $90.1K | 0.03% | −49−7.8% | Reduced |
| Davis Capital Management | 566 | $88.6K | 0.08% | 00.0% | Unchanged |