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 |
|---|---|---|---|---|---|
| Freestone Capital Holdings, LLC | 61,413 | $9.61M | 0.35% | +730+1.2% | Added |
| Tower Bridge Advisors | 61,381 | $9.60M | 1.07% | −3,710−5.7% | Reduced |
| Great Valley Advisor Group, Inc. | 61,290 | $9.59M | 0.27% | +166+0.3% | Added |
| Peddock Capital Advisors, LLC | 61,190 | $9.57M | 2.47% | −465−0.8% | Reduced |
| Red Door Wealth Management, LLC | 60,484 | $9.46M | 1.67% | +696+1.2% | Added |
| Leavell Investment Management, Inc. | 60,472 | $9.46M | 0.52% | −4,647−7.1% | Reduced |
| Patten & Patten Inc | 60,155 | $9.41M | 0.66% | −1,046−1.7% | Reduced |
| Empirical Finance, LLC | 59,950 | $9.38M | 0.59% | −5,477−8.4% | Reduced |
| Stockman Wealth Management, Inc. | 59,688 | $9.34M | 1.64% | +1,134+1.9% | Added |
| Ashton Thomas Private Wealth, LLC | 59,586 | $9.32M | 0.52% | +106+0.2% | Added |
| Klingenstein Fields & Co LP | 59,525 | $9.31M | 0.39% | +702+1.2% | Added |
| Advocate Group LLC | 59,404 | $9.29M | 1.87% | +820+1.4% | Added |
| Covington Investment Advisors Inc. | 59,305 | $9.28M | 1.49% | −1,645−2.7% | Reduced |
| Soltis Investment Advisors LLC | 59,138 | $9.25M | 0.98% | +22,588+61.8% | Added |
| GFS Advisors, LLC | 135 | $9.23M | 1.52% | −54,042−99.8% | Reduced |
| Channing Capital Management, LLC | 58,979 | $9.23M | 0.25% | −1,157−1.9% | Reduced |
| Canandaigua National Bank & Trust Co | 58,937 | $9.22M | 1.00% | −355−0.6% | Reduced |
| Stokes Family Office, LLC | 58,745 | $9.19M | 1.08% | +2,013+3.5% | Added |
| Petredis Investment Advisors LLC | 58,706 | $9.18M | 1.03% | −163−0.3% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 58,624 | $9.17M | 0.15% | +6,210+11.8% | Added |
| Connors Investor Services Inc | 58,611 | $9.17M | 0.95% | −666−1.1% | Reduced |
| Spinnaker Trust | 58,480 | $9.15M | 0.59% | +598+1.0% | Added |
| Greenleaf Trust | 58,455 | $9.14M | 0.09% | +4,840+9.0% | Added |
| Coldstream Capital Management Inc | 58,413 | $9.14M | 0.22% | +3,338+6.1% | Added |
| Ingalls & Snyder LLC | 58,135 | $9.09M | 0.39% | −1,487−2.5% | Reduced |
| Viking Fund Management LLC | 58,000 | $9.07M | 1.62% | +36,000+163.6% | Added |
| Dean Investment Associates, LLC | 57,858 | $9.05M | 1.29% | −3,085−5.1% | Reduced |
| Alerus Financial NA | 57,584 | $9.01M | 0.67% | −9,030−13.6% | Reduced |
| Lyell Wealth Management, LP | 57,388 | $8.98M | 0.86% | +4,994+9.5% | Added |
| Cary Street Partner Investment Advisory LLC | 57,356 | $8.97M | 0.36% | +5,418+10.4% | Added |
| Grimes & Company, Inc. | 57,333 | $8.97M | 0.27% | +1,801+3.2% | Added |
| Valicenti Advisory Services Inc | 57,084 | $8.93M | 2.40% | −189−0.3% | Reduced |
| Pioneer Trust Bank N A | 56,666 | $8.86M | 2.39% | −944−1.6% | Reduced |
| Haverford Financial Services, Inc. | 56,573 | $8.85M | 2.65% | −78−0.1% | Reduced |
| Grassi Investment Management | 56,396 | $8.82M | 0.78% | 00.0% | Unchanged |
| Skba Capital Management LLC | 56,325 | $8.81M | 1.41% | +5,500+10.8% | Added |
| LMG Wealth Partners, LLC | 56,242 | $8.80M | 2.19% | +423+0.8% | Added |
| Global Retirement Partners, LLC | 56,225 | $8.79M | 0.28% | +8,629+18.1% | Added |
| Morgan Dempsey Capital Management LLC | 56,095 | $8.77M | 2.93% | −314−0.6% | Reduced |
| Regal Investment Advisors LLC | 55,951 | $8.75M | 0.58% | +1,988+3.7% | Added |
| Northern Oak Wealth Management Inc | 55,887 | $8.74M | 1.05% | −2,836−4.8% | Reduced |
| Oak Harvest Investment Services | 55,711 | $8.71M | 1.38% | +261+0.5% | Added |
| Waverton Investment Management Ltd | 55,567 | $8.69M | 0.16% | +1,791+3.3% | Added |
| Meridian Investment Counsel Inc. | 55,407 | $8.67M | 2.74% | −50−0.1% | Reduced |
| Kentucky Retirement Systems Insurance Trust Fund | 55,282 | $8.65M | 0.59% | −1,956−3.4% | Reduced |
| Sky Investment Group LLC | 55,185 | $8.63M | 1.65% | −1,285−2.3% | Reduced |
| Resources Management Corp | 55,185 | $8.63M | 1.26% | −118−0.2% | Reduced |
| Cypress Capital Group | 55,115 | $8.62M | 1.03% | −1,071−1.9% | Reduced |
| Means Investment Co., Inc. | 55,106 | $8.62M | 1.03% | −4,654−7.8% | Reduced |
| Boothe Investment Group, Inc. | 55,021 | $8.61M | 3.99% | +8,169+17.4% | Added |
| HTLF Bank | 55,011 | $8.60M | 0.98% | −2,305−4.0% | Reduced |
| Bluefin Capital Management, LLC | 54,989 | $8.60M | 2.31% | +30,256+122.3% | Added |
| Phoenix Holdings Ltd. | 54,982 | $8.60M | 0.13% | −168−0.3% | Reduced |
| Foster Victor Wealth Advisors, LLC | 54,254 | $8.56M | 0.72% | +51,947+2,251.7% | Added |
| James Investment Research Inc | 54,554 | $8.53M | 1.02% | −136−0.2% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 54,545 | $8.53M | 0.22% | −492−0.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 54,330 | $8.50M | 0.05% | −7,805−12.6% | Reduced |
| Culbertson A N & Co Inc | 54,154 | $8.47M | 1.48% | +1,560+3.0% | Added |
| Woodward Diversified Capital, LLC | 54,090 | $8.46M | 4.96% | −1,262−2.3% | Reduced |
| Birmingham Capital Management Co Inc | 53,901 | $8.43M | 3.29% | −407−0.7% | Reduced |
| Vista Investment Partners LLC | 53,678 | $8.40M | 2.81% | −1,533−2.8% | Reduced |
| Greystone Financial Group, LLC | 53,328 | $8.34M | 1.63% | +6,722+14.4% | Added |
| Core Alternative Capital | 53,227 | $8.33M | 1.66% | −7,279−12.0% | Reduced |
| Richard Bernstein Advisors LLC | 53,216 | $8.32M | 0.18% | 00.0% | Unchanged |
| Citadel Advisors LLC | 53,169 | $8.32M | 0.01% | −471,242−89.9% | Reduced |
| Lynch & Associates | 52,708 | $8.24M | 1.86% | +1,627+3.2% | Added |
| Quintet Private Bank (Europe) S.A. | 45,652 | $8.23M | 0.48% | +2,566+6.0% | Added |
| Panagora Asset Management Inc | 52,057 | $8.14M | 0.04% | +1,611+3.2% | Added |
| Pictet North America Advisors SA | 51,734 | $8.09M | 0.88% | +20,728+66.9% | Added |
| Citizens National Bank Trust Department | 51,544 | $8.06M | 1.80% | +395+0.8% | Added |
| Stolper Co | 51,412 | $8.04M | 2.83% | +1,188+2.4% | Added |
| Shorepoint Capital Partners LLC | 51,368 | $8.04M | 1.89% | +888+1.8% | Added |
| Wealth Advisory Solutions, LLC | 51,345 | $8.03M | 2.18% | +2,294+4.7% | Added |
| Sigma Planning Corp | 51,162 | $8.00M | 0.25% | +4,219+9.0% | Added |
| CAPROCK Group, Inc. | 51,153 | $8.00M | 0.33% | +28,425+125.1% | Added |
| Bowen Hanes & Co Inc | 51,148 | $8.00M | 0.22% | +1,102+2.2% | Added |
| Bell Bank | 50,957 | $7.97M | 0.67% | +44,122+645.5% | Added |
| Man Group plc | 50,799 | $7.95M | 0.02% | +11,605+29.6% | Added |
| Dupree Financial Group, LLC | 50,773 | $7.94M | 3.61% | −11,032−17.8% | Reduced |
| Susquehanna Fundamental Investments, LLC | 50,655 | $7.92M | 0.18% | 00.0% | Unchanged |
| Citizens Financial Group Inc | 50,494 | $7.90M | 0.18% | +12,130+31.6% | Added |
| Terry L. Blaker | 50,353 | $7.88M | 0.32% | −2,651−5.0% | Reduced |
| Rodgers Brothers Inc. | 50,229 | $7.86M | 1.06% | +417+0.8% | Added |
| Graves-Light Private Wealth Management, Inc. | 50,131 | $7.85M | 0.90% | +180.0% | Added |
| Howe & Rusling Inc | 50,147 | $7.84M | 0.72% | +135+0.3% | Added |
| Puzo Michael J | 49,841 | $7.80M | 2.16% | −638−1.3% | Reduced |
| Essex Financial Services, Inc. | 53,896 | $7.79M | 0.58% | +8,031+17.5% | Added |
| Pettyjohn, Wood & White, Inc | 49,746 | $7.78M | 1.51% | +311+0.6% | Added |
| ProVise Management Group, LLC | 49,683 | $7.77M | 0.66% | +1,929+4.0% | Added |
| BKD Wealth Advisors, LLC | 49,683 | $7.77M | 0.19% | −982−1.9% | Reduced |
| Bayesian Capital Management, LP | 49,596 | $7.76M | 0.89% | −32,400−39.5% | Reduced |
| Veriti Management LLC | 49,496 | $7.74M | 0.48% | +6,868+16.1% | Added |
| Global Wealth Management Investment Advisory, Inc. | 49,395 | $7.73M | 1.80% | +2,589+5.5% | Added |
| Patton Albertson Miller Group, LLC | 49,328 | $7.72M | 1.10% | +2,234+4.7% | Added |
| Iowa State Bank | 49,320 | $7.71M | 1.70% | −413−0.8% | Reduced |
| Teza Capital Management LLC | 49,298 | $7.71M | 0.95% | +49,298 | New |
| AMG National Trust Bank | 49,091 | $7.68M | 0.21% | +8,795+21.8% | Added |
| Woodstock Corp | 48,923 | $7.65M | 0.78% | +1,602+3.4% | Added |
| Fulton Bank, N.A. | 48,813 | $7.64M | 0.31% | +4,590+10.4% | Added |
| Cornerstone Wealth Group, LLC | 48,740 | $7.62M | 0.68% | +2,504+5.4% | Added |