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 |
|---|---|---|---|---|---|
| RW Investment Management LLC | 5,935 | $874.0K | 0.11% | −710−10.7% | Reduced |
| Oarsman Capital, Inc. | 5,938 | $874.4K | 0.16% | −340−5.4% | Reduced |
| LGT Financial Advisors LLC | 5,951 | $876.3K | 2.16% | −191−3.1% | Reduced |
| Mainsail Financial Group, LLC | 5,863 | $877.4K | 0.52% | +1,183+25.3% | Added |
| Rosenberg Matthew Hamilton | 5,963 | $878.2K | 0.23% | +59+1.0% | Added |
| Salvus Wealth Management, LLC | 5,979 | $880.5K | 0.54% | +121+2.1% | Added |
| Wealth Dimensions Group, Ltd. | 5,993 | $882.6K | 0.22% | +702+13.3% | Added |
| Guardian Wealth Advisors, LLC | 5,999 | $883.5K | 0.55% | +200+3.4% | Added |
| Forte Capital LLC | 6,007 | $884.7K | 0.10% | −164−2.7% | Reduced |
| Clarity Financial LLC | 6,010 | $885.0K | 0.10% | +285+5.0% | Added |
| SOA Wealth Advisors, LLC. | 6,010 | $885.1K | 0.17% | +46+0.8% | Added |
| Cambridge Advisors Inc. | 6,013 | $885.5K | 0.19% | +15+0.3% | Added |
| McGlone Suttner Wealth Management, Inc. | 6,022 | $886.8K | 0.18% | −2,488−29.2% | Reduced |
| Trust Co of Kansas | 6,046 | $890.0K | 0.43% | +450+8.0% | Added |
| Private Capital Management LLC | 6,051 | $891.1K | 0.16% | +423+7.5% | Added |
| SAM Advisors, LLC | 6,057 | $892.0K | 0.33% | +6,057 | New |
| Westover Capital Advisors, LLC | 6,059 | $892.3K | 0.17% | +420+7.4% | Added |
| Elyxium Wealth, LLC | 6,072 | $894.2K | 0.49% | +6,072 | New |
| BOK Financial Private Wealth, Inc. | 6,073 | $894.4K | 0.06% | +1,383+29.5% | Added |
| Ironsides Asset Advisors, LLC | 6,089 | $896.7K | 0.26% | +1,708+39.0% | Added |
| Klingman & Associates, LLC | 6,101 | $898.5K | 0.06% | +2,108+52.8% | Added |
| Cooper/Haims Advisors, LLC | 6,111 | $900.0K | 0.49% | −203−3.2% | Reduced |
| Calamos Wealth Management LLC | 6,114 | $900.4K | 0.05% | −34,875−85.1% | Reduced |
| Blake Schutter Theil Wealth Advisors, LLC | 6,127 | $902.3K | 0.65% | +6,127 | New |
| United Advisor Group, LLC | 6,128 | $902.5K | 0.20% | +1,296+26.8% | Added |
| Keel Point, LLC | 6,132 | $903.1K | 0.08% | −234−3.7% | Reduced |
| Madison Park Capital Advisors, LLC | 6,141 | $904.4K | 0.68% | +30.0% | Added |
| Leonteq Securities AG | 6,145 | $905.0K | 0.11% | −10,058−62.1% | Reduced |
| Forbes J M & Co LLP | 6,154 | $906.3K | 0.09% | −20.0% | Reduced |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 6,163 | $907.6K | 0.15% | +127+2.1% | Added |
| CCG Wealth Management, LLC | 6,174 | $909.2K | 0.51% | −35−0.6% | Reduced |
| Aviso Wealth Management | 6,179 | $910.0K | 0.49% | +1,142+22.7% | Added |
| Heartwood Wealth Advisors LLC | 6,187 | $911.2K | 0.10% | +263+4.4% | Added |
| Independent Investors Inc | 6,190 | $911.6K | 0.18% | 00.0% | Unchanged |
| Elgethun Capital Management | 6,191 | $911.8K | 0.21% | +40+0.7% | Added |
| Fortune Financial Advisors, LLC | 6,200 | $913.1K | 0.83% | −6,149−49.8% | Reduced |
| Encompass Wealth Advisors, LLC | 6,204 | $913.7K | 0.23% | +251+4.2% | Added |
| Sendero Wealth Management, LLC | 6,209 | $914.4K | 0.14% | +9+0.1% | Added |
| City State Bank | 6,217 | $915.6K | 0.33% | +350+6.0% | Added |
| Motiv8 Investments LLC | 6,230 | $917.4K | 0.62% | +902+16.9% | Added |
| Provident Investment Management, Inc. | 6,230 | $917.5K | 0.08% | −480−7.2% | Reduced |
| MBA Advisors LLC | 6,232 | $917.8K | 0.44% | +377+6.4% | Added |
| Manchester Capital Management LLC | 6,233 | $917.9K | 0.11% | −331−5.0% | Reduced |
| Silicon Valley Capital Partners | 6,245 | $919.7K | 0.12% | +720+13.0% | Added |
| von Borstel & Associates, Inc. | 6,276 | $924.0K | 0.52% | +6,276 | New |
| Mangrove Partners | 6,283 | $925.3K | 0.09% | +6,283 | New |
| Requisite Capital Management, LLC | 6,285 | $925.6K | 0.19% | +96+1.6% | Added |
| GPS Wealth Strategies Group, LLC | 6,286 | $925.7K | 0.12% | +128+2.1% | Added |
| China Universal Asset Management Co., Ltd. | 6,291 | $926.5K | 0.10% | +3,573+131.5% | Added |
| Beacon Investment Advisors LLC | 6,307 | $928.9K | 0.44% | +6+0.1% | Added |
| Sterling Investment Management, Inc. | 6,310 | $929.3K | 0.71% | −7,145−53.1% | Reduced |
| Coastwise Capital Group, LLC | 6,317 | $930.3K | 0.77% | +1,685+36.4% | Added |
| Jaffetilchin Investment Partners, LLC | 6,324 | $931.4K | 0.07% | +547+9.5% | Added |
| Balboa Wealth Partners | 6,333 | $932.7K | 0.23% | −899−12.4% | Reduced |
| Barrett & Company, Inc. | 6,341 | $933.9K | 0.40% | 00.0% | Unchanged |
| Callan Family Office, LLC | 6,349 | $935.0K | 0.16% | +634+11.1% | Added |
| MBL Wealth, LLC | 6,364 | $937.2K | 0.10% | −240−3.6% | Reduced |
| Canopy Partners, LLC | 6,368 | $937.8K | 0.40% | −421−6.2% | Reduced |
| Curran Financial Partners, LLC | 6,374 | $938.7K | 0.27% | −292−4.4% | Reduced |
| Guardian Wealth Advisors, LLC | 6,379 | $939.4K | 0.10% | −289−4.3% | Reduced |
| American Institute for Advanced Investment Management, LLP | 6,381 | $939.7K | 0.67% | −100−1.5% | Reduced |
| Smith Anglin Financial, LLC | 6,384 | $940.1K | 0.09% | +275+4.5% | Added |
| Hilltop Partners LLC | 6,398 | $942.3K | 0.32% | +1,192+22.9% | Added |
| Simon Quick Advisors, LLC | 6,407 | $943.6K | 0.06% | −1,202−15.8% | Reduced |
| Seamount Financial Group Inc | 6,425 | $946.2K | 0.71% | +115+1.8% | Added |
| Moss Adams Wealth Advisors LLC | 6,435 | $947.7K | 0.10% | +245+4.0% | Added |
| Financial Management Professionals, Inc. | 6,438 | $948.0K | 0.12% | −123−1.9% | Reduced |
| Paladin Wealth, LLC | 6,450 | $949.9K | 0.83% | +6,450 | New |
| Viawealth, LLC | 6,463 | $951.8K | 0.55% | +20.0% | Added |
| Opinicus Capital, Inc. | 6,473 | $953.3K | 0.76% | −66−1.0% | Reduced |
| Castle Wealth Management LLC | 6,475 | $953.6K | 0.38% | +447+7.4% | Added |
| Ascent Wealth Partners, LLC | 6,499 | $957.1K | 0.13% | −5,482−45.8% | Reduced |
| Campion Asset Management LLC | 6,501 | $957.4K | 0.70% | −305−4.5% | Reduced |
| Sterneck Capital Management, LLC | 6,508 | $958.5K | 0.52% | +712+12.3% | Added |
| Global Trust Asset Management, LLC | 6,511 | $958.8K | 0.36% | −798−10.9% | Reduced |
| Fusion Capital, LLC | 6,539 | $963.0K | 0.41% | +2,253+52.6% | Added |
| Ballast Advisors LLC | 6,548 | $964.3K | 0.30% | −337−4.9% | Reduced |
| Donald L. Hagan, LLC | 6,552 | $964.9K | 0.49% | −150−2.2% | Reduced |
| Gladius Capital Management LP | 6,552 | $964.9K | 0.58% | −2,931−30.9% | Reduced |
| Austin Private Wealth, LLC | 6,563 | $966.6K | 0.09% | −993−13.1% | Reduced |
| Alpha DNA Investment Management LLC | 6,564 | $966.6K | 0.53% | −7,788−54.3% | Reduced |
| Concentric Capital Strategies, LP | 6,569 | $967.4K | 0.06% | +1,383+26.7% | Added |
| Windsor Capital Management, LLC | 6,578 | $968.7K | 0.28% | −408−5.8% | Reduced |
| Deltec Asset Management LLC | 6,581 | $969.2K | 0.19% | −1,000−13.2% | Reduced |
| Cim Investment Mangement Inc | 6,583 | $969.5K | 0.29% | −160−2.4% | Reduced |
| Millennium Capital Advisors, LLC | 6,594 | $971.2K | 0.63% | +5+0.1% | Added |
| OneAscent Wealth Management LLC | 6,606 | $973.0K | 0.37% | +6,606 | New |
| Drive Wealth Management, LLC | 6,619 | $974.7K | 0.25% | −813−10.9% | Reduced |
| ERn Financial, LLC | 6,624 | $975.5K | 0.15% | −63−0.9% | Reduced |
| Next Level Private LLC | 6,644 | $978.5K | 0.40% | +800+13.7% | Added |
| Nexus Investment Management ULC | 6,650 | $979.3K | 0.10% | +550+9.0% | Added |
| Capstone Wealth Management Group, LLC | 6,654 | $979.9K | 0.58% | −88−1.3% | Reduced |
| John G Ullman & Associates Inc | 6,662 | $981.1K | 0.14% | 00.0% | Unchanged |
| Townsend Asset Management Corp | 6,664 | $981.4K | 0.36% | −642−8.8% | Reduced |
| M&R Capital Management Inc | 6,669 | $982.2K | 0.22% | −440−6.2% | Reduced |
| Mork Capital Management, LLC | 6,670 | $982.3K | 0.70% | 00.0% | Unchanged |
| Hilltop National Bank | 6,675 | $983.0K | 0.30% | −821−11.0% | Reduced |
| MSH Capital Advisors LLC | 6,683 | $984.2K | 0.30% | 00.0% | Unchanged |
| First National Bank of Mount Dora, Trust Investment Services | 6,708 | $987.9K | 0.22% | −2,983−30.8% | Reduced |
| Financial Engines Advisors L.L.C. | 6,716 | $989.0K | 0.00% | −5,084−43.1% | Reduced |