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 |
|---|---|---|---|---|---|
| Folger Nolan Fleming Douglas Capital Management, Inc | 48,412 | $7.57M | 0.77% | −1,502−3.0% | Reduced |
| Cape Cod Five Cents Savings Bank | 48,411 | $7.57M | 0.73% | −415−0.8% | Reduced |
| Ipswich Investment Management Co., Inc. | 48,340 | $7.56M | 1.77% | +747+1.6% | Added |
| Brown Brothers Harriman & Co | 48,299 | $7.55M | 0.06% | +2,385+5.2% | Added |
| Lawson Kroeker Investment Management Inc | 48,097 | $7.52M | 1.45% | +1,374+2.9% | Added |
| Zions Bancorporation, N.A. | 48,052 | $7.52M | 0.60% | +7,028+17.1% | Added |
| Montag A & Associates Inc | 48,010 | $7.51M | 0.38% | −120−0.2% | Reduced |
| Beacon Investment Advisory Services, Inc. | 47,791 | $7.48M | 0.32% | −61−0.1% | Reduced |
| Legacy Private Trust Co. | 47,725 | $7.47M | 0.53% | +426+0.9% | Added |
| Level Four Advisory Services, LLC | 47,539 | $7.44M | 0.34% | +7,312+18.2% | Added |
| Eagle Rock Investment Company, LLC | 47,509 | $7.43M | 1.34% | −397−0.8% | Reduced |
| Schnieders Capital Management LLC | 47,266 | $7.39M | 1.49% | +200+0.4% | Added |
| Community Bank & Trust, Waco, Texas | 47,180 | $7.38M | 1.84% | −198−0.4% | Reduced |
| Amica Mutual Insurance Co | 47,095 | $7.37M | 0.73% | 00.0% | Unchanged |
| FLC Capital Advisors | 47,008 | $7.35M | 1.81% | −525−1.1% | Reduced |
| Thoroughbred Financial Services, LLC | 46,988 | $7.35M | 0.49% | −1,062−2.2% | Reduced |
| 1st Source Bank | 46,946 | $7.34M | 0.43% | −260−0.6% | Reduced |
| Advanced Asset Management Advisors Inc | 46,826 | $7.32M | 1.95% | 00.0% | Unchanged |
| TCTC Holdings, LLC | 46,800 | $7.32M | 0.25% | +4,808+11.4% | Added |
| Camden National Bank | 46,743 | $7.31M | 1.13% | +17,240+58.4% | Added |
| Tritonpoint Wealth, LLC | 46,715 | $7.31M | 0.70% | −108−0.2% | Reduced |
| Rowland & Co Investment Counsel | 46,704 | $7.31M | 1.59% | +175+0.4% | Added |
| Valeo Financial Advisors, LLC | 46,648 | $7.30M | 0.23% | −2,684−5.4% | Reduced |
| Commonwealth Retirement Investments LLC | 46,639 | $7.30M | 3.34% | +3,344+7.7% | Added |
| Montgomery Investment Management Inc | 46,388 | $7.26M | 2.87% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 46,329 | $7.25M | 0.03% | −344,255−88.1% | Reduced |
| Hamel Associates, Inc. | 46,328 | $7.25M | 2.28% | +737+1.6% | Added |
| Compagnie Lombard Odier SCmA | 46,317 | $7.24M | 0.12% | −25,278−35.3% | Reduced |
| Fruth Investment Management | 46,306 | $7.24M | 1.97% | −100−0.2% | Reduced |
| Gladstone Institutional Advisory LLC | 46,119 | $7.21M | 0.38% | +3,577+8.4% | Added |
| Farmers National Bank | 46,044 | $7.20M | 2.17% | +208+0.5% | Added |
| Harbor Capital Advisors, Inc. | 46,034 | $7.20M | 0.55% | +94+0.2% | Added |
| WealthPLAN Partners, LLC | 46,013 | $7.20M | 0.77% | −6,269−12.0% | Reduced |
| GLOBALT Investments LLC | 45,972 | $7.19M | 0.29% | −501−1.1% | Reduced |
| Principal Street Partners, LLC | 45,653 | $7.14M | 1.28% | −684−1.5% | Reduced |
| Fort Sheridan Advisors LLC | 45,534 | $7.12M | 1.15% | +4,354+10.6% | Added |
| Buckingham Strategic Wealth, LLC | 45,440 | $7.11M | 0.07% | −1,359−2.9% | Reduced |
| Hollow Brook Wealth Management LLC | 45,386 | $7.10M | 2.41% | +2,773+6.5% | Added |
| Parcion Private Wealth LLC | 45,381 | $7.10M | 0.65% | +566+1.3% | Added |
| Buckhead Capital Management LLC | 45,238 | $7.08M | 2.40% | −103−0.2% | Reduced |
| Mather Group, LLC. | 44,691 | $7.05M | 0.09% | +22,699+103.2% | Added |
| Principal Securities, Inc. | 44,944 | $7.03M | 0.19% | +4,464+11.0% | Added |
| Compass Wealth Management LLC | 44,742 | $7.00M | 1.73% | −48−0.1% | Reduced |
| J.W. Cole Advisors, Inc. | 44,678 | $6.99M | 0.33% | −373−0.8% | Reduced |
| Northwest Bancshares, Inc. | 44,487 | $6.96M | 1.19% | +1,712+4.0% | Added |
| Pine Valley Investments Ltd Liability Co | 44,419 | $6.95M | 0.51% | +2,203+5.2% | Added |
| Wallace Advisory Group, LLC | 44,323 | $6.93M | 4.99% | +808+1.9% | Added |
| Quotient Wealth Partners, LLC | 44,313 | $6.93M | 0.24% | +1,249+2.9% | Added |
| Insight Folios Inc | 44,061 | $6.89M | 2.83% | +667+1.5% | Added |
| Spirepoint Private Client, LLC | 43,803 | $6.85M | 0.97% | +3,201+7.9% | Added |
| IronBridge Private Wealth, LLC | 43,552 | $6.81M | 2.55% | +1,931+4.6% | Added |
| Hennion & Walsh Asset Management, Inc. | 43,548 | $6.81M | 0.35% | −1,700−3.8% | Reduced |
| Dudley Capital Management, LLC | 43,525 | $6.81M | 3.81% | +119+0.3% | Added |
| NorthRock Partners, LLC | 43,519 | $6.81M | 0.26% | +2,429+5.9% | Added |
| CFS Investment Advisory Services, LLC | 43,320 | $6.78M | 0.55% | +43,320 | New |
| Boston Financial Mangement LLC | 43,293 | $6.77M | 0.22% | −1,665−3.7% | Reduced |
| Plato Investment Management Ltd | 43,268 | $6.77M | 0.63% | +1,854+4.5% | Added |
| Penobscot Investment Management Company, Inc. | 43,032 | $6.73M | 0.65% | +4,355+11.3% | Added |
| Cohen Klingenstein LLC | 43,000 | $6.73M | 0.24% | 00.0% | Unchanged |
| Asset Planning Services Inc | 42,990 | $6.72M | 3.55% | −455−1.0% | Reduced |
| Kimelman & Baird, LLC | 42,932 | $6.72M | 0.55% | +42,932 | New |
| FineMark National Bank & Trust | 42,897 | $6.71M | 0.25% | +1,689+4.1% | Added |
| XML Financial, LLC | 42,671 | $6.67M | 0.67% | +262+0.6% | Added |
| Ibex Wealth Advisors | 42,616 | $6.67M | 1.04% | −21,763−33.8% | Reduced |
| Alaska Permanent Fund Corp | 41,445 | $6.65M | 0.10% | −6,106−12.8% | Reduced |
| Hourglass Capital, LLC | 42,454 | $6.64M | 1.97% | −100−0.2% | Reduced |
| Inspire Trust Co, N.A. | 42,423 | $6.64M | 2.19% | +16,880+66.1% | Added |
| Somerville Kurt F | 42,384 | $6.63M | 1.12% | +215+0.5% | Added |
| Summit Trail Advisors, LLC | 42,370 | $6.63M | 0.17% | +9,600+29.3% | Added |
| BancorpSouth Bank | 42,276 | $6.61M | 0.50% | +152+0.4% | Added |
| Warren Street Wealth Advisors, LLC | 42,158 | $6.59M | 3.29% | +2,714+6.9% | Added |
| Trustmark National Bank Trust Department | 41,677 | $6.52M | 0.52% | +1,163+2.9% | Added |
| Chelsea Counsel Co | 41,662 | $6.52M | 3.25% | +52+0.1% | Added |
| Anchor Investment Management, LLC | 41,459 | $6.48M | 0.67% | +4,478+12.1% | Added |
| McGowan Group Asset Management, Inc. | 41,395 | $6.48M | 0.90% | +1,156+2.9% | Added |
| Perkins Coie Trust Co | 41,234 | $6.45M | 1.50% | −1,367−3.2% | Reduced |
| PFG Investments, LLC | 41,139 | $6.43M | 0.46% | +2,309+5.9% | Added |
| NewEdge Wealth, LLC | 41,085 | $6.43M | 0.14% | −8,608−17.3% | Reduced |
| Capital Analysts, LLC | 41,068 | $6.42M | 0.28% | +620+1.5% | Added |
| Calamos Wealth Management LLC | 40,989 | $6.41M | 0.34% | +301+0.7% | Added |
| Evergreen Capital Management LLC | 40,897 | $6.40M | 0.23% | +775+1.9% | Added |
| Confluence Wealth Services, Inc. | 40,891 | $6.40M | 0.51% | +7,821+23.6% | Added |
| Avidian Wealth Solutions, LLC | 40,695 | $6.37M | 0.31% | +4,176+11.4% | Added |
| Aptus Capital Advisors, LLC | 40,570 | $6.35M | 0.12% | −1,952−4.6% | Reduced |
| Silvia McColl Wealth Management, LLC | 40,563 | $6.34M | 5.25% | −93−0.2% | Reduced |
| Sage Capital Advisors,llc | 40,548 | $6.34M | 1.82% | +1,749+4.5% | Added |
| Abbrea Capital, LLC | 40,532 | $6.34M | 0.84% | −345−0.8% | Reduced |
| Campbell Capital Management Inc | 40,356 | $6.31M | 2.71% | +7,805+24.0% | Added |
| WoodTrust Financial Corp | 40,332 | $6.31M | 0.98% | +278+0.7% | Added |
| Diversify Advisory Services, LLC | 40,992 | $6.27M | 0.34% | −7,206−15.0% | Reduced |
| First Manhattan Co | 39,854 | $6.23M | 0.02% | −2,968−6.9% | Reduced |
| Sunbelt Securities, Inc. | 39,799 | $6.23M | 0.64% | +5,481+16.0% | Added |
| SeaCrest Wealth Management, LLC | 39,741 | $6.22M | 0.71% | −320−0.8% | Reduced |
| Hartford Financial Management Inc. | 39,650 | $6.20M | 1.33% | +277+0.7% | Added |
| Texas Yale Capital Corp. | 39,644 | $6.20M | 0.30% | −167−0.4% | Reduced |
| Wetherby Asset Management Inc | 39,456 | $6.17M | 0.29% | +1,011+2.6% | Added |
| Investment Management Corp of Ontario | 39,197 | $6.13M | 0.17% | +10,300+35.6% | Added |
| NBC Securities, Inc. | 39,191 | $6.13M | 0.56% | −109−0.3% | Reduced |
| C2C Wealth Management, LLC | 39,149 | $6.12M | 5.99% | 00.0% | Unchanged |
| Beacon Harbor Wealth Advisors, Inc. | 39,138 | $6.12M | 1.59% | +1,244+3.3% | Added |