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 |
|---|---|---|---|---|---|
| Morningstar Investment Services LLC | 4,724 | $687.0K | 0.01% | −1,047−18.1% | Reduced |
| Hohimer Wealth Management, LLC | 4,669 | $687.6K | 0.15% | 00.0% | Unchanged |
| FSB Premier Wealth Management, Inc. | 4,675 | $688.5K | 0.28% | +1,021+27.9% | Added |
| Nichols & Pratt Advisers LLP | 4,677 | $688.8K | 0.04% | −350−7.0% | Reduced |
| First Western Trust Bank | 4,678 | $688.9K | 0.03% | +61+1.3% | Added |
| Monterey Private Wealth, Inc. | 4,689 | $690.5K | 0.24% | +10+0.2% | Added |
| Tidemark, LLC | 4,690 | $690.8K | 0.28% | +2,862+156.6% | Added |
| Cromwell Holdings LLC | 4,692 | $691.0K | 0.44% | −503−9.7% | Reduced |
| Callan Capital, LLC | 4,694 | $691.3K | 0.05% | −259−5.2% | Reduced |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 4,696 | $691.7K | 0.06% | −187−3.8% | Reduced |
| Alta Advisers Ltd | 4,700 | $692.2K | 0.32% | 00.0% | Unchanged |
| Operose Advisors LLC | 4,700 | $692.2K | 0.22% | +458+10.8% | Added |
| Fiduciary Financial Group, LLC | 4,656 | $692.5K | 0.16% | +1,931+70.9% | Added |
| Prairie Wealth Advisors, Inc. | 4,707 | $693.2K | 0.34% | −20.0% | Reduced |
| West Family Investments, Inc. | 4,710 | $693.6K | 0.24% | −23,680−83.4% | Reduced |
| OmniStar Financial Group, Inc. | 4,698 | $694.4K | 0.52% | +4,698 | New |
| Sprinkle Financial Consultants LLC | 4,717 | $694.6K | 0.50% | −46−1.0% | Reduced |
| Chapman Investment Management, LLC | 4,724 | $695.7K | 0.51% | −227−4.6% | Reduced |
| Stony Point Wealth Management Inc. | 4,751 | $699.7K | 0.29% | +106+2.3% | Added |
| Consolidated Portfolio Review Corp | 4,753 | $700.0K | 0.16% | −120−2.5% | Reduced |
| Occidental Asset Management, LLC | 4,760 | $700.9K | 0.11% | +1,033+27.7% | Added |
| Relyea Zuckerberg Hanson LLC | 4,769 | $702.4K | 0.11% | −566−10.6% | Reduced |
| Vista Wealth Management Group, LLC | 4,774 | $703.1K | 0.05% | −16−0.3% | Reduced |
| WealthShield Partners, LLC | 4,789 | $705.2K | 0.10% | −8,538−64.1% | Reduced |
| James Hambro & Partners | 4,800 | $706.8K | 0.03% | −17−0.4% | Reduced |
| Brevan Howard Capital Management LP | 4,800 | $706.9K | 0.03% | −18,542−79.4% | Reduced |
| Eldridge Investment Advisors, Inc. | 4,798 | $707.0K | 0.17% | +98+2.1% | Added |
| Cottonwood Capital Advisors, LLC | 4,806 | $707.8K | 0.52% | −65−1.3% | Reduced |
| Samalin Investment Counsel, LLC | 4,807 | $707.9K | 0.31% | −461−8.8% | Reduced |
| Kolinsky Wealth Management, LLC | 4,828 | $711.1K | 0.46% | −9−0.2% | Reduced |
| HTG Investment Advisors, Inc. | 4,831 | $711.5K | 0.34% | 00.0% | Unchanged |
| Paulson Wealth Management Inc. | 4,834 | $711.9K | 0.19% | +13+0.3% | Added |
| CFO4Life Group, LLC | 4,846 | $713.7K | 0.13% | −3,388−41.1% | Reduced |
| Ami Asset Management Corp | 4,851 | $714.4K | 0.04% | −1,959−28.8% | Reduced |
| SeaBridge Investment Advisors LLC | 4,858 | $715.4K | 0.18% | −66−1.3% | Reduced |
| Hutner Capital Management Inc | 4,862 | $716.0K | 0.36% | −13−0.3% | Reduced |
| Merriman Wealth Management, LLC | 4,872 | $717.6K | 0.03% | +220+4.7% | Added |
| Central Bank & Trust Co | 4,873 | $717.6K | 0.10% | −11−0.2% | Reduced |
| Gemmer Asset Management LLC | 4,888 | $719.8K | 0.07% | +512+11.7% | Added |
| Dark Forest Capital Management LP | 4,892 | $720.4K | 0.09% | +4,892 | New |
| Ballew Advisors, Inc | 4,822 | $721.7K | 0.48% | +183+3.9% | Added |
| Atwood & Palmer Inc | 4,903 | $722.1K | 0.05% | 00.0% | Unchanged |
| Zullo Investment Group, Inc. | 4,906 | $722.6K | 0.30% | +131+2.7% | Added |
| Lynx Investment Advisory | 4,941 | $727.7K | 0.52% | +381+8.4% | Added |
| Smallwood Wealth Investment Management, LLC | 4,952 | $729.3K | 0.52% | −13−0.3% | Reduced |
| Mosaic Family Wealth Partners, LLC | 4,954 | $729.5K | 0.11% | −93−1.8% | Reduced |
| Moulton Wealth Management, Inc | 4,846 | $730.5K | 0.61% | 00.0% | Unchanged |
| ING Groep NV | 4,972 | $732.2K | 0.00% | +4,972 | New |
| American Assets Inc | 5,000 | $736.4K | 0.24% | 00.0% | Unchanged |
| Opus Investment Management Inc | 5,000 | $736.4K | 0.52% | 00.0% | Unchanged |
| William B. Walkup & Associates, Inc. | 5,027 | $740.4K | 0.46% | −207−4.0% | Reduced |
| First Trust Investment Solutions L.P. | 5,029 | $740.6K | 0.08% | −19,108−79.2% | Reduced |
| Addison Advisors LLC | 5,040 | $742.2K | 0.21% | +26+0.5% | Added |
| CWS Financial Advisors, LLC | 5,071 | $746.9K | 0.26% | +790+18.5% | Added |
| Copperwynd Financial, LLC | 5,075 | $747.3K | 0.22% | −35−0.7% | Reduced |
| Edge Wealth Management LLC | 5,076 | $747.5K | 0.15% | −70−1.4% | Reduced |
| Scissortail Wealth Management, LLC | 21 | $748.0K | 0.18% | −6,024−99.7% | Reduced |
| Yeomans Consulting Group, Inc. | 5,119 | $753.9K | 0.28% | −21−0.4% | Reduced |
| Code Waechter LLC | 5,119 | $754.0K | 0.72% | +5,119 | New |
| First Business Financial Services, Inc. | 5,121 | $754.2K | 0.08% | −26−0.5% | Reduced |
| Wedgewood Investors Inc | 5,122 | $754.3K | 0.82% | +21+0.4% | Added |
| WorthPointe, LLC | 5,123 | $754.5K | 0.32% | −21−0.4% | Reduced |
| Brandywine Trust Co | 5,129 | $755.3K | 0.11% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 5,144 | $757.6K | 0.34% | +548+11.9% | Added |
| Greenwood Gearhart Inc | 5,145 | $757.7K | 0.06% | 00.0% | Unchanged |
| Northern Financial Advisors Inc | 5,149 | $758.3K | 0.58% | −363−6.6% | Reduced |
| Fortune 45 LLC | 5,148 | $758.3K | 0.54% | −5−0.1% | Reduced |
| Seelaus Asset Management LLC | 5,150 | $758.4K | 0.69% | 00.0% | Unchanged |
| Capasso Planning Partners LLC | 5,168 | $761.0K | 0.22% | −2,439−32.1% | Reduced |
| Sterling Wealth Management, Inc. | 5,172 | $761.6K | 0.28% | +265+5.4% | Added |
| Evergreen Wealth Solutions, LLC | 5,172 | $761.6K | 0.52% | −2,175−29.6% | Reduced |
| Michael B. Yongue | 5,172 | $761.7K | 0.61% | +274+5.6% | Added |
| Armstrong Advisory Group, Inc | 5,175 | $762.1K | 0.06% | −184−3.4% | Reduced |
| Cross Staff Investments Inc | 5,207 | $766.9K | 0.59% | +68+1.3% | Added |
| SkyOak Wealth, LLC | 5,219 | $768.6K | 0.17% | −289−5.2% | Reduced |
| Aspire Capital Advisors LLC | 5,224 | $769.3K | 0.23% | +72+1.4% | Added |
| Powers Advisory Group, LLC | 5,226 | $769.6K | 0.38% | +8+0.2% | Added |
| STAR Financial Bank | 5,231 | $770.4K | 0.52% | −1,108−17.5% | Reduced |
| Waterloo Capital, L.P. | 5,234 | $770.8K | 0.08% | −2,308−30.6% | Reduced |
| Auxano Advisors, LLC | 5,234 | $770.8K | 0.20% | −12−0.2% | Reduced |
| Owen LaRue, LLC | 5,237 | $771.3K | 0.41% | −4,074−43.8% | Reduced |
| HGK Asset Management Inc | 5,244 | $772.3K | 0.14% | −187−3.4% | Reduced |
| Keynote Financial Services LLC | 5,248 | $772.9K | 0.59% | 00.0% | Unchanged |
| Roberts Wealth Advisors, LLC | 5,217 | $776.0K | 0.25% | +959+22.5% | Added |
| Fortitude Family Office, LLC | 5,278 | $777.3K | 0.31% | +3,297+166.4% | Added |
| Cassady Schiller Wealth Management, LLC | 5,282 | $777.9K | 0.28% | 00.0% | Unchanged |
| Aviso Financial Inc. | 5,284 | $778.2K | 0.04% | +433+8.9% | Added |
| Sit Investment Associates Inc | 5,292 | $779.0K | 0.02% | −13,895−72.4% | Reduced |
| Safeguard Investment Advisory Group, LLC | 5,292 | $780.0K | 0.22% | +548+11.6% | Added |
| Hardin Capital Partners, LLC | 5,253 | $781.4K | 0.44% | −28−0.5% | Reduced |
| Hoey Investments, Inc | 4,998 | $781.8K | 0.15% | 00.0% | Unchanged |
| Wealthquest Corp | 5,222 | $781.9K | 0.07% | +118+2.3% | Added |
| Amica Retiree Medical Trust | 5,313 | $782.0K | 0.65% | +5,313 | New |
| D'Orazio & Associates, Inc. | 5,318 | $783.2K | 0.11% | −273−4.9% | Reduced |
| Diversified, LLC | 5,319 | $783.4K | 0.09% | −171−3.1% | Reduced |
| Diversified Enterprises, LLC | 5,319 | $783.4K | 0.09% | +5,319 | New |
| Coco Enterprises, LLC | 5,226 | $783.8K | 0.47% | −293−5.3% | Reduced |
| Channel Wealth LLC | 5,324 | $784.0K | 0.26% | −769−12.6% | Reduced |
| First Financial Corp | 5,325 | $784.2K | 0.37% | 00.0% | Unchanged |
| LifeSteps Financial, Inc. | 5,329 | $784.8K | 0.61% | +202+3.9% | Added |