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 |
|---|---|---|---|---|---|
| Tanglewood Legacy Advisors, LLC | 4,200 | $618.5K | 0.27% | +20+0.5% | Added |
| Fractal Investments LLC | 4,200 | $618.5K | 0.10% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 4,203 | $619.0K | 0.31% | +336+8.7% | Added |
| Fullerton Fund Management Co Ltd. | 4,213 | $620.4K | 0.03% | −2,405−36.3% | Reduced |
| Opus Capital Group, LLC | 4,221 | $622.0K | 0.08% | −371−8.1% | Reduced |
| Tucker Asset Management LLC | 4,224 | $622.1K | 0.14% | +1,044+32.8% | Added |
| Affinity Capital Advisors, LLC | 4,225 | $622.2K | 0.12% | −249−5.6% | Reduced |
| Crescent Grove Advisors, LLC | 4,225 | $622.2K | 0.06% | −1,318−23.8% | Reduced |
| Revolve Wealth Partners, LLC | 4,239 | $624.3K | 0.10% | +976+29.9% | Added |
| Aberdeen Wealth Management LLC | 4,239 | $624.3K | 0.41% | −303−6.7% | Reduced |
| Ruggaard & Associates LLC | 4,241 | $624.5K | 0.27% | −60−1.4% | Reduced |
| WNY Asset Management, LLC | 4,242 | $624.7K | 0.07% | +18+0.4% | Added |
| Tudor Financial Inc. | 4,243 | $624.9K | 0.38% | +4,243 | New |
| RDA Financial Network | 4,246 | $625.3K | 0.19% | +54+1.3% | Added |
| JNBA Financial Advisors | 4,260 | $627.4K | 0.06% | 00.0% | Unchanged |
| Advisory Resource Group | 4,270 | $628.9K | 0.13% | −70−1.6% | Reduced |
| McRae Capital Management Inc | 4,271 | $629.0K | 0.12% | 00.0% | Unchanged |
| Glass Jacobson Investment Advisors llc | 4,272 | $629.2K | 0.21% | +4+0.1% | Added |
| Barry Investment Advisors, LLC | 4,275 | $629.6K | 0.19% | +181+4.4% | Added |
| Nova R Wealth, Inc. | 4,278 | $630.1K | 0.31% | +35+0.8% | Added |
| Houlihan Financial Resource Group, Ltd. | 4,283 | $631.0K | 0.26% | +4,283 | New |
| Security National Bank | 4,290 | $631.8K | 0.09% | 00.0% | Unchanged |
| Capital Square, LLC | 4,292 | $632.1K | 0.38% | +284+7.1% | Added |
| Lakeridge Wealth Management LLC | 4,293 | $632.3K | 0.35% | −857−16.6% | Reduced |
| LJI Wealth Management, LLC | 4,295 | $632.5K | 0.13% | −223−4.9% | Reduced |
| Carderock Capital Management Inc | 4,307 | $634.3K | 0.15% | 00.0% | Unchanged |
| Winthrop Advisory Group LLC | 4,307 | $634.3K | 0.08% | +6+0.1% | Added |
| Fiduciary Family Office, LLC | 4,310 | $634.7K | 0.21% | +61+1.4% | Added |
| Horan Securities, Inc. | 4,310 | $634.8K | 0.25% | −163−3.6% | Reduced |
| Ambassador Advisors, LLC | 4,316 | $635.6K | 0.11% | −80−1.8% | Reduced |
| Malaga Cove Capital, LLC | 4,320 | $636.2K | 0.26% | +1,699+64.8% | Added |
| Sutton Place Investors LLC | 4,325 | $637.0K | 0.39% | +76+1.8% | Added |
| Crestmont Private Wealth LLC | 4,334 | $638.3K | 0.28% | −1,071−19.8% | Reduced |
| Shepherd Financial Partners LLC | 4,337 | $638.7K | 0.08% | +259+6.4% | Added |
| Bremer Bank National Association | 4,337 | $638.7K | 0.12% | −149−3.3% | Reduced |
| HF Advisory Group, LLC | 4,342 | $639.4K | 0.30% | +380+9.6% | Added |
| FMB Wealth Management | 4,343 | $639.6K | 0.36% | −10.0% | Reduced |
| First National Bank Sioux Falls | 4,344 | $639.7K | 0.29% | −332−7.1% | Reduced |
| Stiles Financial Services Inc | 4,346 | $640.3K | 0.23% | −46−1.0% | Reduced |
| Schwarz Dygos Wheeler Investment Advisors LLC | 4,363 | $642.6K | 0.16% | +622+16.6% | Added |
| Strategic Advocates LLC | 4,368 | $643.2K | 0.23% | +850+24.2% | Added |
| AF Advisors, Inc. | 4,370 | $643.6K | 0.09% | 00.0% | Unchanged |
| Harbor Advisors LLC | 4,372 | $643.9K | 0.11% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 4,372 | $643.9K | 0.21% | −10−0.2% | Reduced |
| Hanson & Doremus Investment Management | 4,386 | $646.0K | 0.10% | −45−1.0% | Reduced |
| Brophy Wealth Management, LLC | 4,392 | $646.8K | 0.23% | +4,392 | New |
| Coastal Bridge Advisors, LLC | 4,405 | $648.7K | 0.16% | −11−0.2% | Reduced |
| Cedar Wealth Management, LLC | 4,407 | $649.0K | 0.20% | +1,599+56.9% | Added |
| McElhenny Sheffield Capital Management, LLC | 4,407 | $649.1K | 0.21% | −75−1.7% | Reduced |
| Talisman Wealth Advisors LLC | 4,441 | $650.2K | 0.68% | −86−1.9% | Reduced |
| Shum Financial Group, Inc. | 4,247 | $651.6K | 0.54% | +4,247 | New |
| Hummer Financial Advisory Services Inc | 4,433 | $652.8K | 0.51% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 4,439 | $653.8K | 0.05% | +585+15.2% | Added |
| Cherry Creek Investment Advisors, Inc. | 4,444 | $654.4K | 0.34% | +44+1.0% | Added |
| Fogel Capital Management, Inc. | 4,446 | $654.8K | 0.34% | +810+22.3% | Added |
| Oxford Financial Group Ltd | 4,446 | $654.8K | 0.04% | −1,155−20.6% | Reduced |
| JB Capital LLC | 4,446 | $654.9K | 0.04% | −111−2.4% | Reduced |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 4,449 | $655.2K | 0.01% | −202−4.3% | Reduced |
| Vision Capital Management, Inc. | 4,463 | $657.3K | 0.09% | +397+9.8% | Added |
| Defined Wealth Management, LLC | 4,467 | $657.9K | 0.43% | +84+1.9% | Added |
| Onefund, LLC | 4,468 | $658.0K | 0.67% | −71−1.6% | Reduced |
| Amarillo National Bank | 4,471 | $658.4K | 0.12% | +1,582+54.8% | Added |
| Northwest Bank & Trust Co | 4,473 | $658.7K | 0.50% | +33+0.7% | Added |
| Fortitude Advisory Group L.L.C. | 4,475 | $659.1K | 0.42% | −22−0.5% | Reduced |
| Ocean Capital Management, LLC | 4,483 | $660.2K | 0.15% | +1,018+29.4% | Added |
| Howard Capital Management Group, LLC | 4,494 | $661.8K | 0.05% | +20.0% | Added |
| CM Wealth Advisors LLC | 4,500 | $662.7K | 0.21% | 00.0% | Unchanged |
| Act Wealth Management, LLC | 4,502 | $663.0K | 0.29% | +32+0.7% | Added |
| Evermay Wealth Management LLC | 4,502 | $663.0K | 0.11% | −145−3.1% | Reduced |
| Genesee Capital Advisors, LLC | 4,506 | $663.5K | 0.32% | +121+2.8% | Added |
| SOL Capital Management CO | 4,514 | $665.0K | 0.07% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 4,521 | $665.8K | 0.15% | +58+1.3% | Added |
| Fidelity D & D Bancorp Inc | 4,522 | $666.0K | 0.44% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 4,517 | $666.0K | 0.06% | −12,168−72.9% | Reduced |
| Sloy Dahl & Holst, LLC | 4,532 | $667.4K | 0.11% | +445+10.9% | Added |
| Three Seasons Wealth, LLC | 4,535 | $667.9K | 0.35% | +2,700+147.1% | Added |
| Elevatus Welath Management | 4,537 | $668.2K | 0.22% | −12−0.3% | Reduced |
| Institute for Wealth Management, LLC. | 4,546 | $669.5K | 0.08% | +387+9.3% | Added |
| Pingora Partners LLC | 4,548 | $669.8K | 0.47% | 00.0% | Unchanged |
| Aprio Wealth Management, LLC | 4,552 | $670.4K | 0.11% | −1,073−19.1% | Reduced |
| Baker Tilly Wealth Management, LLC | 4,558 | $671.2K | 0.30% | −371−7.5% | Reduced |
| Sterling Financial Group, Inc. | 4,561 | $671.7K | 0.29% | 00.0% | Unchanged |
| Veracity Capital LLC | 4,564 | $672.2K | 0.26% | −252−5.2% | Reduced |
| Winning Points Advisors, LLC | 3,944 | $672.8K | 1.27% | +3,944 | New |
| Ellis Investment Partners, LLC | 4,571 | $673.2K | 0.13% | +46+1.0% | Added |
| Florida Financial Advisors, LLC | 4,583 | $675.0K | 0.35% | +1,239+37.1% | Added |
| Hibernia Wealth Partners, LLC | 4,587 | $675.4K | 0.23% | +86+1.9% | Added |
| Paragon Private Wealth Management, LLC | 4,592 | $676.2K | 0.34% | −826−15.2% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 4,602 | $677.8K | 0.03% | −566−11.0% | Reduced |
| W.H. Cornerstone Investments Inc. | 4,606 | $678.0K | 0.46% | −226−4.7% | Reduced |
| General Partner, Inc. | 4,610 | $678.9K | 0.42% | 00.0% | Unchanged |
| Sweeney & Michel, LLC | 4,508 | $679.5K | 0.27% | +1,001+28.5% | Added |
| Select Asset Management & Trust | 4,620 | $680.0K | 0.25% | +1,173+34.0% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 4,640 | $683.3K | 0.25% | +374+8.8% | Added |
| Sheets Smith Wealth Management | 4,641 | $683.4K | 0.08% | +229+5.2% | Added |
| Tempus Wealth Planning, LLC | 4,642 | $683.6K | 0.25% | +1,101+31.1% | Added |
| Voya Financial Advisors, Inc. | 4,707 | $684.8K | 0.07% | +22+0.5% | Added |
| Jackson, Grant Investment Advisers, Inc. | 4,654 | $685.4K | 0.26% | +28+0.6% | Added |
| Mosley Wealth Management | 4,543 | $685.5K | 0.47% | +418+10.1% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 4,661 | $686.0K | 0.20% | +128+2.8% | Added |