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
- 3,511
- +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
- 1,376 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 | 4,312 | $298.0B |
| Q4 2025 | 3,994 | $223.3B |
| Q3 2025 | 3,803 | $225.3B |
| Q2 2025 | 3,708 | $189.0B |
| Q1 2025 | 3,826 | $222.9B |
| Q4 2024 | 3,765 | $194.0B |
| Q3 2024 | 3,488 | $198.0B |
| Q2 2024 | 3,511 | $214.0B |
| Q1 2024 | 3,523 | $212.7B |
| Q4 2023 | 3,478 | $200.3B |
| Q3 2023 | 3,339 | $222.6B |
| Q2 2023 | 3,286 | $205.0B |
| Q1 2023 | 3,273 | $217.1B |
| Q4 2022 | 3,289 | $243.6B |
| Q3 2022 | 3,057 | $195.7B |
| Q2 2022 | 3,060 | $198.4B |
| Q1 2022 | 3,071 | $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 |
|---|---|---|---|---|---|
| Equitable Holdings, Inc. | 77,144 | $12.1M | 0.13% | +9,974+14.8% | Added |
| LaFleur & Godfrey LLC | 76,966 | $12.0M | 1.77% | +2,225+3.0% | Added |
| Crestwood Advisors Group LLC | 76,861 | $12.0M | 0.25% | +179+0.2% | Added |
| One Capital Management, LLC | 76,819 | $12.0M | 0.41% | +22,036+40.2% | Added |
| Violich Capital Management, Inc. | 76,769 | $12.0M | 1.62% | +9,385+13.9% | Added |
| MainStreet Investment Advisors LLC | 76,528 | $12.0M | 1.46% | −7,459−8.9% | Reduced |
| Simplicity Wealth,LLC | 76,193 | $11.9M | 0.27% | +6,019+8.6% | Added |
| Merit Financial Group, LLC | 76,169 | $11.9M | 0.26% | +4,203+5.8% | Added |
| Burns J W & Co Inc | 76,001 | $11.9M | 1.61% | +326+0.4% | Added |
| Alpha Omega Wealth Management LLC | 75,881 | $11.9M | 2.27% | −90−0.1% | Reduced |
| Inscription Capital, LLC | 74,942 | $11.7M | 1.89% | −328−0.4% | Reduced |
| Adams Asset Advisors, LLC | 74,701 | $11.7M | 1.52% | 00.0% | Unchanged |
| Transform Wealth, LLC | 74,562 | $11.7M | 0.88% | +130+0.2% | Added |
| EverSource Wealth Advisors, LLC | 72,649 | $11.7M | 0.77% | +7,421+11.4% | Added |
| B. Metzler seel. Sohn & Co. AG | 74,422 | $11.6M | 0.12% | −664−0.9% | Reduced |
| UniSuper Management Pty Ltd | 74,180 | $11.6M | 0.10% | +42,998+137.9% | Added |
| Schonfeld Strategic Advisors LLC | 74,080 | $11.6M | 0.09% | −3,446−4.4% | Reduced |
| Griffin Asset Management, Inc. | 73,884 | $11.6M | 1.34% | +95+0.1% | Added |
| Rakuten Investment Management, Inc. | 73,541 | $11.5M | 0.08% | +26,438+56.1% | Added |
| DuPont Capital Management Corp | 73,155 | $11.4M | 1.00% | −12,464−14.6% | Reduced |
| Shelton Capital Management | 73,079 | $11.4M | 0.31% | +14,127+24.0% | Added |
| Adell Harriman & Carpenter Inc | 72,853 | $11.4M | 0.88% | +6,962+10.6% | Added |
| Allied Investment Advisors, LLC | 72,834 | $11.4M | 2.67% | +1,369+1.9% | Added |
| HighPoint Advisor Group LLC | 71,335 | $11.4M | 0.68% | +24,765+53.2% | Added |
| Bard Financial Services, Inc. | 72,770 | $11.4M | 1.18% | +2,700+3.9% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 72,000 | $11.4M | 0.10% | −6,158−7.9% | Reduced |
| ARS Investment Partners, LLC | 72,457 | $11.3M | 1.08% | +1,527+2.2% | Added |
| Stamos Capital Partners, L.P. | 72,430 | $11.3M | 2.40% | −650−0.9% | Reduced |
| TCG Advisory Services, LLC | 72,377 | $11.3M | 0.55% | +6,100+9.2% | Added |
| Norinchukin Bank, The | 71,914 | $11.2M | 0.32% | −290.0% | Reduced |
| Willis Investment Counsel | 71,746 | $11.2M | 0.78% | 00.0% | Unchanged |
| Colonial Trust Advisors | 71,400 | $11.2M | 1.07% | +692+1.0% | Added |
| Capital Investment Counsel, LLC | 71,331 | $11.2M | 2.19% | +4,845+7.3% | Added |
| Intech Investment Management LLC | 71,325 | $11.2M | 0.14% | −4,341−5.7% | Reduced |
| Visionary Wealth Advisors | 71,268 | $11.1M | 0.73% | +1,361+1.9% | Added |
| Trust Co of Toledo NA | 71,180 | $11.1M | 1.61% | +5,429+8.3% | Added |
| Cutler Investment Counsel LLC | 71,006 | $11.1M | 1.51% | +300+0.4% | Added |
| Avantax Planning Partners, Inc. | 70,890 | $11.1M | 0.36% | +2,892+4.3% | Added |
| Farther Finance Advisors, LLC | 70,479 | $11.0M | 0.53% | +14,286+25.4% | Added |
| Stratos Wealth Partners, LTD. | 70,507 | $11.0M | 0.18% | +7,077+11.2% | Added |
| Fagan Associates, Inc. | 70,381 | $11.0M | 1.93% | +527+0.8% | Added |
| Arkadios Wealth Advisors | 69,995 | $10.9M | 0.74% | +16,719+31.4% | Added |
| Tokio Marine Asset Management Co Ltd | 69,912 | $10.9M | 0.52% | +630+0.9% | Added |
| Axxcess Wealth Management, LLC | 69,717 | $10.9M | 0.30% | −35,333−33.6% | Reduced |
| WealthPlan Investment Management, LLC | 69,628 | $10.9M | 1.65% | −3,166−4.3% | Reduced |
| Pittenger & Anderson Inc | 69,501 | $10.9M | 0.45% | −399−0.6% | Reduced |
| RiverFront Investment Group, LLC | 69,449 | $10.9M | 0.29% | +7,759+12.6% | Added |
| Tufton Capital Management | 69,226 | $10.8M | 2.11% | −300.0% | Reduced |
| Edge Capital Group, LLC | 69,225 | $10.8M | 0.52% | +1,601+2.4% | Added |
| PKO Investment Management Joint-Stock Co | 69,173 | $10.8M | 1.34% | −2,200−3.1% | Reduced |
| Nicholas Company, Inc. | 68,455 | $10.7M | 0.18% | +15,835+30.1% | Added |
| CTC LLC | 68,413 | $10.7M | 0.80% | −61,374−47.3% | Reduced |
| BTC Capital Management, Inc. | 68,235 | $10.7M | 0.99% | −2,001−2.8% | Reduced |
| Apollon Wealth Management, LLC | 67,942 | $10.6M | 0.32% | −191−0.3% | Reduced |
| Guardian Capital Advisors LP | 68,210 | $10.6M | 1.13% | −765−1.1% | Reduced |
| Hendley & Co Inc | 67,574 | $10.6M | 3.79% | +955+1.4% | Added |
| Dearborn Partners LLC | 67,170 | $10.5M | 0.45% | −456−0.7% | Reduced |
| Laffer Tengler Investments | 67,033 | $10.5M | 2.26% | +14,111+26.7% | Added |
| Kovack Advisors, Inc. | 66,911 | $10.5M | 1.15% | −1,245−1.8% | Reduced |
| Sonora Investment Management Group, LLC | 66,321 | $10.5M | 0.82% | 00.0% | Unchanged |
| Hennessy Advisors Inc | 66,782 | $10.4M | 0.40% | −750−1.1% | Reduced |
| Snowden Capital Advisors LLC | 66,759 | $10.4M | 0.31% | −2,006−2.9% | Reduced |
| Biondo Investment Advisors, LLC | 66,578 | $10.4M | 1.54% | +2,020+3.1% | Added |
| Motco | 66,520 | $10.4M | 0.61% | −26,568−28.5% | Reduced |
| Warren Averett Asset Management, LLC | 66,516 | $10.4M | 0.20% | +9,692+17.1% | Added |
| Strategy Asset Managers LLC | 66,057 | $10.4M | 2.32% | +12,983+24.5% | Added |
| SlateStone Wealth, LLC | 66,130 | $10.3M | 1.12% | −24,588−27.1% | Reduced |
| EagleClaw Capital Managment, LLC | 66,085 | $10.3M | 1.86% | +275+0.4% | Added |
| Bogart Wealth, LLC | 65,991 | $10.3M | 0.53% | +270.0% | Added |
| Jarislowsky, Fraser Ltd | 65,865 | $10.3M | 0.06% | −5,126−7.2% | Reduced |
| Live Oak Private Wealth LLC | 65,313 | $10.2M | 1.76% | −434−0.7% | Reduced |
| Baxter Bros Inc | 65,270 | $10.2M | 1.34% | −1,165−1.8% | Reduced |
| Integrated Advisors Network LLC | 65,255 | $10.2M | 0.53% | −606−0.9% | Reduced |
| NEOS Investment Management LLC | 65,211 | $10.2M | 0.42% | +20,916+47.2% | Added |
| F/M Investments LLC | 65,282 | $10.2M | 0.37% | +65,282 | New |
| Nixon Peabody Trust Co | 65,090 | $10.2M | 0.90% | −6,329−8.9% | Reduced |
| Wealthspire Advisors, LLC | 64,980 | $10.2M | 0.13% | −5,994−8.4% | Reduced |
| Segall Bryant & Hamill, LLC | 64,896 | $10.2M | 0.18% | −19,139−22.8% | Reduced |
| Novare Capital Management LLC | 64,447 | $10.1M | 0.91% | +1,397+2.2% | Added |
| Gotham Asset Management, LLC | 64,422 | $10.1M | 0.13% | +48,016+292.7% | Added |
| Allianz SE | 64,233 | $10.0M | 0.30% | +6,758+11.8% | Added |
| Balyasny Asset Management LLC | 64,189 | $10.0M | 0.03% | −24,789−27.9% | Reduced |
| Fred Alger Management, LLC | 64,073 | $10.0M | 0.05% | +4,435+7.4% | Added |
| Resources Investment Advisors, LLC. | 64,067 | $10.0M | 0.13% | +19,321+43.2% | Added |
| Baldwin Brothers Inc | 63,801 | $9.98M | 0.78% | −5,127−7.4% | Reduced |
| Galvin, Gaustad & Stein, LLC | 63,696 | $9.96M | 0.93% | +1,420+2.3% | Added |
| Caldwell Trust Co | 63,603 | $9.95M | 1.10% | +272+0.4% | Added |
| Mechanics Bank Trust Department | 63,559 | $9.94M | 1.42% | +750+1.2% | Added |
| Bleakley Financial Group, LLC | 63,544 | $9.94M | 0.29% | +2,689+4.4% | Added |
| Marathon Capital Management | 63,513 | $9.93M | 2.53% | +481+0.8% | Added |
| Natixis | 63,274 | $9.90M | 0.06% | +63,274 | New |
| Banque Cantonale Vaudoise | 63,245 | $9.89M | 0.39% | +10,253+19.3% | Added |
| Courier Capital LLC | 63,020 | $9.86M | 0.78% | −112−0.2% | Reduced |
| First Financial Bank - Trust Division | 62,816 | $9.83M | 0.97% | −2,180−3.4% | Reduced |
| Intact Investment Management Inc. | 62,750 | $9.82M | 0.37% | +47,250+304.8% | Added |
| Ameritas Investment Partners, Inc. | 62,693 | $9.81M | 0.34% | −209−0.3% | Reduced |
| Neville Rodie & Shaw Inc | 62,497 | $9.78M | 0.74% | −110−0.2% | Reduced |
| Sand Hill Global Advisors, LLC | 61,792 | $9.67M | 0.44% | +155+0.3% | Added |
| Walleye Capital LLC | 61,560 | $9.63M | 0.10% | +28,265+84.9% | Added |
| Fiduciary Alliance LLC | 61,324 | $9.61M | 1.56% | +4,183+7.3% | Added |