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, 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
- 3,487
- +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
- 1,480 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 | 4,143 | $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, 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 |
|---|---|---|---|---|---|
| Clare Market Investments LLC | 3,676 | $541.4K | 0.14% | −172−4.5% | Reduced |
| LongView Wealth Management | 3,677 | $541.5K | 0.17% | −628−14.6% | Reduced |
| Dorchester Wealth Management Co | 3,680 | $542.0K | 0.10% | 00.0% | Unchanged |
| Prosperity Financial Group, Inc. | 3,681 | $542.1K | 0.30% | −180−4.7% | Reduced |
| Vaughan & Co Securities, Inc. | 3,683 | $542.4K | 0.32% | −16−0.4% | Reduced |
| Charter Oak Capital Management, LLC | 3,684 | $542.5K | 0.05% | +33+0.9% | Added |
| Oder Investment Management, LLC | 3,691 | $543.6K | 0.47% | +35+1.0% | Added |
| Sterling Investment Counsel, LLC | 3,695 | $544.2K | 0.19% | +5+0.1% | Added |
| Crumly & Associates Inc. | 3,704 | $545.5K | 0.15% | +102+2.8% | Added |
| Mill Creek Capital Advisors, LLC | 3,711 | $546.5K | 0.01% | −503−11.9% | Reduced |
| Riversedge Advisors, LLC | 3,718 | $547.5K | 0.12% | +6+0.2% | Added |
| Perritt Capital Management Inc | 3,723 | $548.3K | 0.28% | +9+0.2% | Added |
| TCP Asset Management, LLC | 3,728 | $549.0K | 0.13% | 00.0% | Unchanged |
| Hyperion Partners, LLC | 3,731 | $549.4K | 0.35% | −25−0.7% | Reduced |
| Kennebec Savings Bank | 3,739 | $550.6K | 0.54% | +3,739 | New |
| Roberts Glore & Co Inc | 3,756 | $553.1K | 0.16% | −57−1.5% | Reduced |
| Wela Strategies, Inc. | 3,777 | $556.3K | 0.24% | +391+11.5% | Added |
| Ameliora Wealth Management Ltd. | 3,778 | $556.4K | 0.23% | −433−10.3% | Reduced |
| Vance Wealth, Inc. | 3,793 | $558.6K | 0.21% | +29+0.8% | Added |
| Capital Market Strategies LLC | 3,793 | $558.6K | 0.34% | −12−0.3% | Reduced |
| First Heartland Consultants, Inc. | 3,797 | $559.0K | 0.06% | −628−14.2% | Reduced |
| Cowa, LLC | 3,813 | $561.5K | 0.27% | +2+0.1% | Added |
| Northern Capital Management, Inc. | 3,825 | $563.3K | 0.36% | −32−0.8% | Reduced |
| Ullmann Financial Group, Inc. | 3,834 | $564.7K | 0.07% | +2,307+151.1% | Added |
| NorthStar Asset Management LLC | 3,838 | $565.3K | 0.38% | −300−7.2% | Reduced |
| Accuvest Global Advisors | 2,622 | $566.7K | 0.49% | +2,622 | New |
| Caitlin John, LLC | 3,572 | $567.0K | 0.36% | +99+2.9% | Added |
| Bordeaux Wealth Advisors LLC | 3,852 | $567.2K | 0.10% | +603+18.6% | Added |
| Kades & Cheifetz LLC | 3,855 | $567.8K | 0.33% | +73+1.9% | Added |
| Maryland Capital Advisors Inc. | 3,856 | $567.9K | 0.28% | 00.0% | Unchanged |
| Mustard Seed Financial, LLC | 3,862 | $568.8K | 0.47% | +153+4.1% | Added |
| Pacific Sun Financial Corp | 3,865 | $569.2K | 0.31% | +379+10.9% | Added |
| Summit Asset Management, LLC | 3,865 | $569.2K | 0.11% | −41−1.0% | Reduced |
| Fulcrum Equity Management | 3,869 | $569.8K | 0.48% | −1,305−25.2% | Reduced |
| Summitry LLC | 3,872 | $570.2K | 0.03% | +740+23.6% | Added |
| Renaissance Investment Group LLC | 3,877 | $571.0K | 0.12% | +98+2.6% | Added |
| Agate Pass Investment Management, LLC | 3,899 | $574.2K | 0.29% | −63−1.6% | Reduced |
| Guinness Atkinson Asset Management Inc | 3,913 | $576.3K | 0.28% | −203−4.9% | Reduced |
| North Point Portfolio Managers Corp | 3,927 | $578.3K | 0.09% | +2,440+164.1% | Added |
| Visionary Horizons, LLC | 3,928 | $578.5K | 0.39% | 00.0% | Unchanged |
| Smith Thornton Advisors LLC | 3,936 | $579.6K | 0.38% | +85+2.2% | Added |
| Bernardo Wealth Planning LLC | 3,836 | $580.0K | 0.14% | −115−2.9% | Reduced |
| FDx Advisors, Inc. | 3,939 | $580.0K | 0.16% | +129+3.4% | Added |
| Brave Asset Management Inc | 3,939 | $580.1K | 0.14% | −25−0.6% | Reduced |
| Blodgett Wealth Advisors, LLC | 3,943 | $580.6K | 0.49% | +451+12.9% | Added |
| Trillium Asset Management, LLC | 3,948 | $581.0K | 0.01% | 00.0% | Unchanged |
| Regent Peak Wealth Advisors LLC | 3,949 | $581.5K | 0.13% | −511−11.5% | Reduced |
| R.m.sincerbeaux Capital Management LLC | 3,950 | $581.7K | 0.36% | 00.0% | Unchanged |
| Purus Wealth Management, LLC | 3,951 | $581.8K | 0.25% | +152+4.0% | Added |
| Cornerstone Advisory, LLC | 3,956 | $582.6K | 0.08% | −74−1.8% | Reduced |
| Cladis Investment Advisory, LLC | 3,965 | $583.9K | 0.40% | 00.0% | Unchanged |
| OneAscent Financial Services LLC | 3,971 | $585.0K | 0.42% | +3,971 | New |
| Fox Hill Wealth Management | 3,983 | $586.5K | 0.32% | −197−4.7% | Reduced |
| Kapstone Financial Advisors LLC | 4,036 | $587.2K | 0.36% | −219−5.1% | Reduced |
| Silver Coast Investments LLC | 3,989 | $587.5K | 0.22% | −165−4.0% | Reduced |
| MGB Wealth Management, LLC | 3,992 | $587.9K | 0.21% | 00.0% | Unchanged |
| Heritage Financial Services, LLC | 3,994 | $588.2K | 0.08% | +700+21.3% | Added |
| Latitude Advisors, LLC | 4,003 | $589.5K | 0.33% | −104−2.5% | Reduced |
| Solidarilty Wealth, LLC | 4,017 | $591.6K | 0.16% | +160+4.1% | Added |
| Van Den Berg Management I, Inc | 4,018 | $591.7K | 0.17% | −640−13.7% | Reduced |
| Advisor OS, LLC | 4,021 | $592.1K | 0.06% | −800−16.6% | Reduced |
| Exchange Capital Management, Inc. | 4,022 | $592.3K | 0.09% | −208−4.9% | Reduced |
| Saxony Capital Management, LLC | 4,033 | $594.0K | 0.54% | −142−3.4% | Reduced |
| Red Lighthouse Investment Management, LLC | 4,035 | $594.2K | 0.23% | −4−0.1% | Reduced |
| Clarity Wealth Advisors, LLC | 4,043 | $595.4K | 0.17% | −32−0.8% | Reduced |
| Nebula Research & Development LLC | 4,043 | $595.4K | 0.07% | +4,043 | New |
| Greenfield Seitz Capital Management, LLC | 4,046 | $595.9K | 0.22% | +25+0.6% | Added |
| Xcel Wealth Management, LLC | 4,048 | $596.1K | 0.17% | +131+3.3% | Added |
| Matthew Goff Investment Advisor, LLC | 4,053 | $596.8K | 0.11% | +209+5.4% | Added |
| 49 Wealth Management, LLC | 4,054 | $597.0K | 0.10% | +1,171+40.6% | Added |
| Cornerstone Capital, Inc. | 4,057 | $597.5K | 0.06% | +166+4.3% | Added |
| Royal Fund Management, LLC | 4,068 | $599.7K | 0.04% | −422−9.4% | Reduced |
| Sageworth Trust Co | 4,074 | $600.0K | 0.04% | +4,074 | New |
| Watts Gwilliam & Co., LLC | 4,034 | $600.0K | 0.13% | +4,034 | New |
| Glen Eagle Advisors, LLC | 4,076 | $600.3K | 0.10% | −1,146−21.9% | Reduced |
| Carolinas Wealth Consulting LLC | 4,092 | $602.6K | 0.11% | +54+1.3% | Added |
| Boit C F David | 4,000 | $603.8K | 0.30% | 00.0% | Unchanged |
| Professional Advisory Services Inc | 4,100 | $604.0K | 0.08% | 00.0% | Unchanged |
| Goldstone Financial Group, LLC | 4,107 | $604.8K | 0.11% | +472+13.0% | Added |
| Shilanski & Associates, Inc. | 4,111 | $605.4K | 0.20% | −8−0.2% | Reduced |
| Firethorn Wealth Partners, LLC | 4,120 | $606.7K | 0.31% | +85+2.1% | Added |
| Prostatis Group LLC | 4,126 | $607.7K | 0.20% | −6,846−62.4% | Reduced |
| Altiora Financial Group, LLC | 4,130 | $608.2K | 0.13% | 00.0% | Unchanged |
| Horan Capital Advisors, LLC. | 4,136 | $609.1K | 0.20% | 00.0% | Unchanged |
| Ellenbecker Investment Group | 4,137 | $609.3K | 0.12% | +34+0.8% | Added |
| Redwood Financial Network Corp | 4,139 | $609.5K | 0.48% | +44+1.1% | Added |
| Werba Rubin Papier Wealth Management | 4,141 | $609.9K | 0.14% | +88+2.2% | Added |
| Chemistry Wealth Management LLC | 4,144 | $610.3K | 0.15% | +622+17.7% | Added |
| Outfitter Financial LLC | 4,148 | $610.9K | 0.50% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 4,149 | $611.0K | 0.26% | +680+19.6% | Added |
| Corundum Group, Inc. | 4,156 | $612.1K | 0.28% | −4,568−52.4% | Reduced |
| Inspire Advisors, LLC | 4,161 | $612.7K | 0.07% | +37+0.9% | Added |
| Root Financial Partners, LLC | 4,164 | $613.2K | 0.10% | +36+0.9% | Added |
| Tyler-Stone Wealth Management | 4,171 | $614.3K | 0.12% | +2,397+135.1% | Added |
| Arrowroot Family Office, LLC | 4,187 | $616.7K | 0.36% | +20.0% | Added |
| Beaird Harris Wealth Management, LLC | 4,191 | $617.2K | 0.05% | −1,263−23.2% | Reduced |
| J. L. Bainbridge & Co., Inc. | 4,195 | $617.8K | 0.06% | −107−2.5% | Reduced |
| Lazari Capital Management, Inc. | 4,195 | $617.9K | 0.26% | +128+3.1% | Added |
| BSW Wealth Partners | 4,197 | $618.1K | 0.09% | +526+14.3% | Added |
| Client 1st Advisory Group, LLC | 4,199 | $618.4K | 0.25% | +611+17.0% | Added |