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 |
|---|---|---|---|---|---|
| Mendel Capital Management LLC | 5,331 | $785.2K | 0.48% | +81+1.5% | Added |
| Financial Synergies Wealth Advisors, Inc. | 5,335 | $785.6K | 0.10% | −119−2.2% | Reduced |
| ArrowMark Colorado Holdings LLC | 5,338 | $786.1K | 0.01% | +100+1.9% | Added |
| Legacy Wealth Asset Management, LLC | 5,339 | $786.3K | 0.21% | +27+0.5% | Added |
| Consilium Wealth Advisory, LLC | 5,349 | $787.8K | 0.43% | +236+4.6% | Added |
| CPA Asset Management LLC | 5,353 | $788.3K | 0.38% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 5,362 | $789.7K | 0.69% | +401+8.1% | Added |
| Islay Capital Management, LLC | 5,363 | $789.8K | 0.53% | 00.0% | Unchanged |
| Gateway Advisory, LLC | 5,377 | $791.9K | 0.13% | −1,259−19.0% | Reduced |
| Eagle Bluffs Wealth Management LLC | 5,378 | $792.0K | 0.43% | +12+0.2% | Added |
| Accredited Investors Inc. | 5,380 | $792.3K | 0.05% | +142+2.7% | Added |
| Gibbs Wealth Management | 5,391 | $794.0K | 0.26% | −381−6.6% | Reduced |
| NWF Advisory Services Inc. | 5,393 | $794.3K | 0.12% | +114+2.2% | Added |
| Hardman Johnston Global Advisors LLC | 5,400 | $795.3K | 0.03% | 00.0% | Unchanged |
| Rather & Kittrell, Inc. | 5,405 | $796.0K | 0.20% | −1,265−19.0% | Reduced |
| Lodestar Private Asset Management LLC | 5,406 | $796.1K | 0.10% | −7,997−59.7% | Reduced |
| Alhambra Investment Partners LLC | 5,409 | $796.5K | 0.41% | 00.0% | Unchanged |
| Lantern Wealth Advisors, LLC | 5,420 | $798.2K | 0.55% | 00.0% | Unchanged |
| Eubel Brady & Suttman Asset Management Inc | 5,423 | $799.0K | 0.10% | −745−12.1% | Reduced |
| Green Harvest Asset Management LLC | 5,435 | $800.4K | 0.02% | +101+1.9% | Added |
| Elite Wealth Management, Inc. | 5,437 | $800.7K | 0.18% | +700+14.8% | Added |
| Kingfisher Capital LLC | 5,440 | $801.2K | 0.18% | +82+1.5% | Added |
| Collective Family Office LLC | 5,441 | $801.2K | 0.22% | −1,699−23.8% | Reduced |
| WFA Asset Management Corp | 5,449 | $802.4K | 0.44% | +63+1.2% | Added |
| Centennial Wealth Advisory LLC | 5,453 | $803.2K | 0.31% | +299+5.8% | Added |
| Bray Capital Advisors | 5,464 | $804.8K | 0.20% | +5+0.1% | Added |
| Beacon Capital Management, LLC | 5,470 | $805.6K | 0.11% | +431+8.6% | Added |
| NCM Capital Management, LLC | 5,471 | $805.7K | 0.39% | 00.0% | Unchanged |
| Tanager Wealth Management LLP | 5,471 | $805.7K | 0.11% | +262+5.0% | Added |
| Ontario Teachers Pension Plan Board | 5,471 | $805.7K | 0.01% | +920+20.2% | Added |
| Barlow Wealth Partners, Inc. | 5,332 | $805.7K | 0.11% | +10.0% | Added |
| SPC Financial, Inc. | 5,476 | $806.5K | 0.07% | −195−3.4% | Reduced |
| Prossimo Advisors, LLC | 5,483 | $807.0K | 0.59% | −1,042−16.0% | Reduced |
| Optimum Investment Advisors | 5,492 | $808.8K | 0.35% | −375−6.4% | Reduced |
| Regatta Capital Group, LLC | 5,497 | $809.6K | 0.16% | +493+9.9% | Added |
| Sax Wealth Advisors, LLC | 5,502 | $810.3K | 0.07% | −3,628−39.7% | Reduced |
| Diamant Asset Management, Inc. | 5,510 | $811.5K | 0.51% | +320+6.2% | Added |
| Vishria Bird Financial Group, LLC | 5,519 | $813.0K | 0.31% | −122−2.2% | Reduced |
| Copley Financial Group, Inc. | 5,527 | $813.9K | 0.74% | +5,527 | New |
| Mattern Capital Management, LLC | 5,534 | $815.0K | 0.10% | +697+14.4% | Added |
| Shore Point Advisors, LLC | 5,545 | $816.6K | 0.44% | −275−4.7% | Reduced |
| BTC Capital Management, Inc. | 5,546 | $816.8K | 0.07% | −62,689−91.9% | Reduced |
| Cozad Asset Management Inc | 5,563 | $819.3K | 0.08% | −864−13.4% | Reduced |
| Merrion Investment Management Co, LLC | 5,571 | $820.4K | 0.54% | 00.0% | Unchanged |
| Penney Financial, LLC | 5,575 | $821.0K | 0.56% | +18+0.3% | Added |
| KC Investment Advisors, LLC | 5,582 | $822.1K | 0.34% | +396+7.6% | Added |
| Fortress Wealth Group, LLC | 5,464 | $822.6K | 0.41% | −413−7.0% | Reduced |
| Winch Advisory Services, LLC | 5,588 | $823.0K | 0.23% | +337+6.4% | Added |
| Stephenson National Bank & Trust | 5,592 | $823.5K | 0.26% | +53+1.0% | Added |
| Sentry LLC | 5,605 | $825.4K | 0.16% | −1,362−19.5% | Reduced |
| Retirement Guys Formula LLC | 5,613 | $826.6K | 0.38% | +590+11.7% | Added |
| Integris Wealth Management, LLC | 5,618 | $827.4K | 0.23% | +90+1.6% | Added |
| Guardian Asset Advisors, LLC | 5,624 | $828.4K | 0.56% | +1,893+50.7% | Added |
| Bullock Wealth Management Group | 5,536 | $828.7K | 0.50% | +110+2.0% | Added |
| Meadow Creek Wealth Advisors LLC | 5,632 | $829.4K | 0.66% | +424+8.1% | Added |
| Hartford Funds Management Co LLC | 5,633 | $829.6K | 0.08% | −702−11.1% | Reduced |
| Semmax Financial Advisors Inc. | 5,343 | $829.7K | 0.23% | +134+2.6% | Added |
| Octavia Wealth Advisors, LLC | 5,638 | $830.3K | 0.10% | +421+8.1% | Added |
| LBMC Investment Advisors, LLC | 5,642 | $830.9K | 0.07% | +15+0.3% | Added |
| Abacus Planning Group, Inc. | 5,645 | $831.3K | 0.15% | −89−1.6% | Reduced |
| Thomasville National Bank | 5,653 | $832.5K | 0.06% | −605−9.7% | Reduced |
| Park Place Capital Corp | 5,670 | $835.0K | 0.24% | +3+0.1% | Added |
| Integrated Investment Consultants, LLC | 23,543 | $836.1K | 0.18% | +17,593+295.7% | Added |
| First American Trust, FSB | 5,697 | $839.0K | 0.08% | −1,018−15.2% | Reduced |
| Cedrus LLC | 5,699 | $839.3K | 0.31% | +833+17.1% | Added |
| Texas Capital Bank Wealth Management Services Inc | 5,708 | $840.6K | 0.08% | +2,667+87.7% | Added |
| Net Worth Advisory Group | 5,709 | $840.7K | 0.25% | +5,709 | New |
| Vicus Capital | 5,710 | $840.9K | 0.07% | −2,131−27.2% | Reduced |
| Sandbox Financial Partners, LLC | 5,714 | $841.5K | 0.30% | −162−2.8% | Reduced |
| Fishman Jay A Ltd | 5,723 | $842.8K | 0.08% | −3,975−41.0% | Reduced |
| Ethos Financial Group, LLC | 5,724 | $843.0K | 0.14% | −407−6.6% | Reduced |
| BCJ Capital Management, LLC | 5,733 | $844.2K | 0.06% | −223−3.7% | Reduced |
| PBMares Wealth Management LLC | 5,734 | $844.5K | 0.18% | +22+0.4% | Added |
| Smithbridge Asset Management Inc | 5,753 | $847.2K | 0.15% | 00.0% | Unchanged |
| Savvy Advisors, Inc. | 5,757 | $847.8K | 0.17% | +1,591+38.2% | Added |
| Fortis Group Advisors, LLC | 5,757 | $847.9K | 0.16% | −1,832−24.1% | Reduced |
| Summit Global Investments | 5,784 | $852.0K | 0.05% | +1,197+26.1% | Added |
| Gray Wealth Management Inc. | 5,789 | $852.6K | 0.34% | +292+5.3% | Added |
| Goldstream Capital Management Ltd | 5,793 | $853.1K | 0.39% | +5,793 | New |
| Edgemoor Investment Advisors, Inc. | 5,805 | $854.9K | 0.07% | −259−4.3% | Reduced |
| Beirne Wealth Consulting Services, LLC | 5,805 | $854.9K | 0.30% | 00.0% | Unchanged |
| Silverleafe Capital Partners, LLC | 5,811 | $855.8K | 0.30% | +7+0.1% | Added |
| D.B. Root & Company, LLC | 5,817 | $856.8K | 0.28% | −1,696−22.6% | Reduced |
| WestHill Financial Advisors, Inc. | 5,821 | $857.3K | 0.19% | −43−0.7% | Reduced |
| JGP Wealth Management, LLC | 5,824 | $857.7K | 0.11% | −109−1.8% | Reduced |
| Cadent Capital Advisors, LLC | 5,829 | $858.4K | 0.29% | −1,371−19.0% | Reduced |
| Mainstream Capital Management LLC | 5,832 | $858.9K | 0.73% | +5,832 | New |
| Interchange Capital Partners, LLC | 5,846 | $861.1K | 0.31% | −495−7.8% | Reduced |
| Counterweight Ventures, LLC | 5,848 | $861.2K | 0.61% | −10,651−64.6% | Reduced |
| Waterfront Wealth Inc. | 5,762 | $861.7K | 0.21% | +149+2.7% | Added |
| Klein Pavlis & Peasley Financial, Inc. | 5,868 | $864.2K | 0.69% | −12−0.2% | Reduced |
| IAM Advisory, LLC | 5,873 | $865.0K | 0.22% | +17+0.3% | Added |
| Providence First Trust Co | 5,881 | $866.1K | 0.37% | +50+0.9% | Added |
| Heartland Bank & Trust Co | 5,887 | $867.0K | 0.47% | −80−1.3% | Reduced |
| 626 Financial, LLC | 5,888 | $867.1K | 0.48% | +12+0.2% | Added |
| Legacy Wealth Management, LLC | 5,889 | $867.3K | 0.32% | 00.0% | Unchanged |
| Elk River Wealth Management, LLC | 5,897 | $868.5K | 0.16% | +25+0.4% | Added |
| Partnership Wealth Management, LLC | 5,900 | $868.9K | 0.61% | 00.0% | Unchanged |
| Private Management Group Inc | 5,924 | $872.4K | 0.03% | −19−0.3% | Reduced |
| Compass Ion Advisors, LLC | 5,931 | $873.5K | 0.11% | +174+3.0% | Added |