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; 4,142 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, Q3 2024
Institutional positions in Chevron Corp as of Sep 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
- 3,488
- +13 vs. Q2 2024
- Shares held
- 1.35B
- +112.4M (+9.1%) vs. Q2 2024
- Total value
- $198.0B
- +$4.09B (+2.1%) vs. Q2 2024
- New holders
- 177
- 1,463 more added
- Sold out
- 164
- 1,481 more reduced
36 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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 | 4,142 | $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, Q3 2024
Shares, value and share of portfolio for each institution holding Chevron Corp; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| NewSquare Capital LLC | 0 | $62 | 0.00% | 0 | Unchanged |
| Quest Partners LLC | 4 | $589 | 0.00% | −152−97.4% | Reduced |
| Horizon Financial Services, LLC | 12 | $1.77K | 0.00% | 00.0% | Unchanged |
| PFG Private Wealth Management, LLC | 16 | $2.36K | 0.00% | −55−77.5% | Reduced |
| Dougherty Wealth Advisers LLC | 20 | $2.94K | 0.00% | 00.0% | Unchanged |
| Gs Investments, Inc. | 21 | $3.09K | 0.00% | 00.0% | Unchanged |
| Insight Financial Services | 24 | $3.53K | 0.00% | +3+14.3% | Added |
| ClariVest Asset Management LLC | 25 | $3.91K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 27 | $3.98K | 0.00% | −4−12.9% | Reduced |
| Harvest Fund Management Co., Ltd | 29 | $4.00K | 0.00% | −396−93.2% | Reduced |
| Horrell Capital Management, Inc. | 28 | $4.00K | 0.00% | 00.0% | Unchanged |
| Disciplina Capital Management LLC | 30 | $4.38K | 0.00% | −795−96.4% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 30 | $4.42K | 0.00% | 00.0% | Unchanged |
| Christopher J. Hasenberg, Inc | 42 | $6.25K | 0.00% | 00.0% | Unchanged |
| ESL Trust Services, LLC | 46 | $6.77K | 0.00% | −47−50.5% | Reduced |
| PayPay Securities Corp | 47 | $6.92K | 0.62% | +7+17.5% | Added |
| Blue Bell Private Wealth Management, LLC | 49 | $7.22K | 0.00% | +13+36.1% | Added |
| Keener Financial Planning LLC | 59 | $8.00K | 0.01% | −72−55.0% | Reduced |
| FWL Investment Management, LLC | 56 | $8.25K | 0.00% | 00.0% | Unchanged |
| Halpern Financial, Inc. | 60 | $9.06K | 0.00% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 67 | $9.91K | 0.00% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 71 | $10.0K | 0.00% | 00.0% | Unchanged |
| Morton Brown Family Wealth, LLC | 68 | $10.0K | 0.00% | 00.0% | Unchanged |
| Moser Wealth Advisors, LLC | 80 | $11.8K | 0.01% | 00.0% | Unchanged |
| Tower View Investment Management & Research LLC | 80 | $11.8K | 0.01% | 00.0% | Unchanged |
| Guardian Wealth Management, Inc. | 82 | $12.1K | 0.01% | +1+1.2% | Added |
| Vista Private Wealth Partners. LLC | 95 | $14.0K | 0.01% | 00.0% | Unchanged |
| EnRich Financial Partners LLC | 95 | $14.0K | 0.00% | 00.0% | Unchanged |
| Robbins Farley LLC | 100 | $14.7K | 0.01% | 00.0% | Unchanged |
| Ogorek Anthony Joseph | 113 | $16.0K | 0.01% | −8−6.6% | Reduced |
| Advantage Trust Co | 110 | $16.2K | 0.01% | 00.0% | Unchanged |
| Fairway Wealth LLC | 116 | $17.1K | 0.01% | −35−23.2% | Reduced |
| Financial Connections Group, Inc. | 125 | $18.0K | 0.01% | 00.0% | Unchanged |
| Heck Capital Advisors, LLC | 125 | $18.4K | 0.00% | 00.0% | Unchanged |
| Lummis Asset Management, LP | 127 | $18.7K | 0.02% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 127 | $18.7K | 0.01% | +1+0.8% | Added |
| Redmont Wealth Advisors LLC | 129 | $19.0K | 0.03% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 132 | $19.0K | 0.01% | 00.0% | Unchanged |
| Bear Mountain Capital, Inc. | 148 | $21.9K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 149 | $21.9K | 0.01% | +28+23.1% | Added |
| Penserra Capital Management LLC | 150 | $22.0K | 0.00% | −623,339−100.0% | Reduced |
| Lipe & Dalton | 150 | $22.0K | 0.01% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 164 | $24.2K | 0.00% | −3,848−95.9% | Reduced |
| Hoese & Co LLP | 168 | $24.7K | 0.02% | 00.0% | Unchanged |
| Financial Gravity Companies, Inc. | 174 | $25.6K | 0.01% | +174 | New |
| Bare Financial Services, Inc | 178 | $26.2K | 0.01% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 3,901,345 | $26.5K | 0.01% | +3,876,731+15,750.1% | Added |
| True Wealth Design, LLC | 184 | $27.1K | 0.01% | −5,201−96.6% | Reduced |
| University of Texas/Texas Am Investment Managment Co | 193 | $28.4K | 0.00% | 00.0% | Unchanged |
| Rational Advisors LLC | 197 | $29.0K | 0.00% | +197 | New |
| Legacy Investment Solutions, LLC | 183 | $29.0K | 0.02% | +183 | New |
| Legacy Wealth Managment, LLC | 183 | $29.0K | 0.02% | +183 | New |
| Koesten, Hirschmann & Crabtree, INC. | 200 | $29.5K | 0.02% | 00.0% | Unchanged |
| Atlantic Private Wealth, LLC | 200 | $29.5K | 0.02% | +200 | New |
| Anfield Capital Management, LLC | 203 | $29.9K | 0.01% | −15−6.9% | Reduced |
| POM Investment Strategies, LLC | 206 | $30.3K | 0.02% | −255−55.3% | Reduced |
| Darwin Advisors, LLC | 207 | $30.5K | 0.01% | +207 | New |
| Cyrus J. Lawrence, LLC | 250 | $36.0K | 0.01% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 245 | $36.1K | 0.02% | −595−70.8% | Reduced |
| Luken Investment Analytics, LLC | 250 | $36.8K | 0.02% | 00.0% | Unchanged |
| Global Wealth Strategies & Associates | 255 | $37.5K | 0.01% | −55−17.7% | Reduced |
| Clear Investment Research, LLC | 279 | $41.2K | 0.05% | +4+1.5% | Added |
| Byrne Asset Management LLC | 285 | $42.0K | 0.03% | −40−12.3% | Reduced |
| Carolina Wealth Advisors, LLC | 285 | $42.0K | 0.02% | +46+19.2% | Added |
| DAGCO, Inc. | 288 | $42.4K | 0.02% | +4+1.4% | Added |
| State of Wyoming | 292 | $43.0K | 0.01% | +292 | New |
| DecisionPoint Financial, LLC | 300 | $44.2K | 0.01% | 00.0% | Unchanged |
| NVWM, LLC | 304 | $44.8K | 0.01% | −140−31.5% | Reduced |
| Signature Resources Capital Management, LLC | 306 | $45.1K | 0.04% | 00.0% | Unchanged |
| Livelsberger Financial Advisory | 318 | $46.9K | 0.98% | +318 | New |
| Quarry LP | 320 | $47.1K | 0.01% | −91−22.1% | Reduced |
| Pineridge Advisors LLC | 324 | $47.7K | 0.02% | −7−2.1% | Reduced |
| Sanctuary Wealth Management, L.L.C. | 325 | $47.9K | 0.03% | +325 | New |
| Riggs Asset Managment Co. Inc. | 327 | $48.2K | 0.01% | −4−1.2% | Reduced |
| NCP Inc. | 328 | $48.2K | 0.03% | +2+0.6% | Added |
| Authentikos Wealth Advisory, LLC | 329 | $48.5K | 0.05% | +329 | New |
| LFA - Lugano Financial Advisors SA | 330 | $48.6K | 0.03% | 00.0% | Unchanged |
| Gold Investment Management Ltd. | 330 | $48.6K | 0.02% | 00.0% | Unchanged |
| Robinswood Financial LLC | 336 | $49.5K | 0.02% | +5+1.5% | Added |
| Wiser Advisor Group LLC | 353 | $51.9K | 0.08% | +11+3.2% | Added |
| JDM Financial Group LLC | 363 | $53.5K | 0.03% | +116+47.0% | Added |
| Richardson Capital Management LLC | 365 | $53.8K | 0.04% | 00.0% | Unchanged |
| McMahon Financial Advisors, LLC | 376 | $55.4K | 0.01% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 382 | $56.2K | 0.01% | −47−11.0% | Reduced |
| Avalon Trust Co | 383 | $56.4K | 0.00% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 388 | $57.2K | 0.03% | −173−30.8% | Reduced |
| DHJJ Financial Advisors, Ltd. | 407 | $59.9K | 0.02% | 00.0% | Unchanged |
| Reston Wealth Management LLC | 434 | $63.9K | 0.02% | +434 | New |
| Future Financial Wealth Managment LLC | 434 | $63.9K | 0.05% | +434 | New |
| Main Street Group, LTD | 440 | $64.8K | 0.03% | −98−18.2% | Reduced |
| Canton Hathaway, LLC | 449 | $66.0K | 0.02% | 00.0% | Unchanged |
| Western Pacific Wealth Management, LP | 450 | $66.2K | 0.04% | +3+0.7% | Added |
| Cedar Mountain Advisors, LLC | 451 | $66.4K | 0.01% | +4+0.9% | Added |
| Mowery & Schoenfeld Wealth Management, LLC | 451 | $66.4K | 0.10% | +66+17.1% | Added |
| Breakwater Investment Management | 453 | $66.7K | 0.03% | 00.0% | Unchanged |
| Tacita Capital Inc | 454 | $66.9K | 0.04% | +65+16.7% | Added |
| Ruedi Wealth Management, Inc. | 459 | $67.6K | 0.02% | 00.0% | Unchanged |
| Trust Co | 463 | $68.2K | 0.01% | −379−45.0% | Reduced |
| Ramirez Asset Management, Inc. | 464 | $68.3K | 0.01% | 00.0% | Unchanged |
| Burkett Financial Services, LLC | 469 | $69.0K | 0.03% | +6+1.3% | Added |