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 |
|---|---|---|---|---|---|
| Tectonic Advisors LLC | 6,718 | $989.4K | 0.06% | −226−3.3% | Reduced |
| Blume Capital Management, Inc. | 6,729 | $990.9K | 0.22% | +1,159+20.8% | Added |
| A. D. Beadell Investment Counsel, Inc. | 6,758 | $995.0K | 0.79% | −400−5.6% | Reduced |
| Weaver Consulting Group | 6,781 | $998.6K | 0.32% | +696+11.4% | Added |
| My Legacy Advisors, LLC | 6,791 | $1.00M | 0.39% | −1,195−15.0% | Reduced |
| Emerald Advisors, LLC | 6,684 | $1.01M | 0.15% | −559−7.7% | Reduced |
| Angeles Investment Advisors, LLC | 6,851 | $1.01M | 0.05% | +82+1.2% | Added |
| Colonial River Wealth Management, LLC | 6,864 | $1.01M | 0.50% | +124+1.8% | Added |
| CTC Alternative Strategies, Ltd. | 6,867 | $1.01M | 1.26% | +94+1.4% | Added |
| Westhampton Capital, LLC | 6,880 | $1.01M | 0.51% | +125+1.9% | Added |
| Ausdal Financial Partners, Inc. | 6,883 | $1.01M | 0.11% | −2,468−26.4% | Reduced |
| Hazlett, Burt & Watson, Inc. | 6,881 | $1.01M | 0.47% | +416+6.4% | Added |
| IMS Capital Management | 6,902 | $1.02M | 0.46% | +30.0% | Added |
| Sharp Financial Services, LLC | 6,902 | $1.02M | 0.78% | +613+9.7% | Added |
| Central Valley Advisors, LLC | 6,910 | $1.02M | 0.57% | +190+2.8% | Added |
| Catalina Capital Group, LLC | 6,936 | $1.02M | 0.35% | −371−5.1% | Reduced |
| Beach Investment Counsel Inc | 6,939 | $1.02M | 0.13% | −710−9.3% | Reduced |
| Abbot Financial Management, Inc. | 6,941 | $1.02M | 0.51% | +10+0.1% | Added |
| Safe Harbor Fiduciary, LLC | 6,942 | $1.02M | 0.96% | +6,942 | New |
| Northwest Quadrant Wealth Management, LLC | 6,947 | $1.02M | 0.24% | +52+0.8% | Added |
| Indiana Trust & Investment Management CO | 6,977 | $1.03M | 0.35% | −426−5.8% | Reduced |
| American State Bank (Iowa) | 6,996 | $1.03M | 0.63% | −138−1.9% | Reduced |
| Impact Partnership Wealth, LLC | 7,001 | $1.03M | 0.23% | +642+10.1% | Added |
| Baker Ellis Asset Management LLC | 7,016 | $1.03M | 0.15% | −1,018−12.7% | Reduced |
| Peak Planning Group, LLC | 7,018 | $1.03M | 0.45% | +11+0.2% | Added |
| Accel Wealth Management | 7,020 | $1.03M | 0.38% | −517−6.9% | Reduced |
| Sound Income Strategies, LLC | 7,054 | $1.04M | 0.07% | +928+15.1% | Added |
| Cable Hill Partners, LLC | 7,073 | $1.04M | 0.10% | +795+12.7% | Added |
| Waterway Wealth Management, LLC | 7,077 | $1.04M | 0.45% | +358+5.3% | Added |
| Kestra Investment Management, LLC | 7,080 | $1.04M | 0.04% | +7,080 | New |
| J. W. Coons Advisors, LLC | 7,097 | $1.05M | 0.26% | 00.0% | Unchanged |
| Eley Financial Management, Inc | 7,105 | $1.05M | 0.42% | +41+0.6% | Added |
| Washington Trust Advisors, Inc. | 7,113 | $1.05M | 0.09% | +4+0.1% | Added |
| DMG Group, LLC | 7,116 | $1.05M | 0.85% | +174+2.5% | Added |
| Aureus Asset Management, LLC | 7,133 | $1.05M | 0.07% | −519−6.8% | Reduced |
| Red Spruce Capital, LLC | 7,135 | $1.05M | 0.48% | −507−6.6% | Reduced |
| Dixon Fnancial Services, Inc. | 7,140 | $1.05M | 0.56% | +6+0.1% | Added |
| GoalVest Advisory LLC | 7,172 | $1.06M | 0.30% | +467+7.0% | Added |
| Covenant Partners, LLC | 7,187 | $1.06M | 0.31% | +45+0.6% | Added |
| BIP Wealth, LLC | 7,188 | $1.06M | 0.07% | +4,208+141.2% | Added |
| ABLE Financial Group, LLC | 7,189 | $1.06M | 0.33% | −297−4.0% | Reduced |
| Wulff, Hansen & Co. | 7,206 | $1.06M | 1.00% | −310−4.1% | Reduced |
| ProVise Management Group, LLC | 7,213 | $1.06M | 0.08% | −42,470−85.5% | Reduced |
| Arcadia Investment Management Corp | 7,214 | $1.06M | 0.17% | +500+7.4% | Added |
| First Interstate Bank | 7,214 | $1.06M | 0.06% | +585+8.8% | Added |
| Valley Brook Capital Group | 7,216 | $1.06M | 0.76% | +40+0.6% | Added |
| Cetera Trust Company, N.A | 7,246 | $1.07M | 0.65% | 00.0% | Unchanged |
| Pflug Koory, LLC | 7,247 | $1.07M | 0.52% | +7,247 | New |
| Aaron Wealth Advisors | 7,251 | $1.07M | 0.13% | +528+7.9% | Added |
| San Luis Wealth Advisors LLC | 7,254 | $1.07M | 0.22% | +320+4.6% | Added |
| Union Savings Bank | 7,259 | $1.07M | 0.52% | +7+0.1% | Added |
| Keating Investment Counselors Inc | 7,296 | $1.07M | 0.32% | −50−0.7% | Reduced |
| Denali Advisors LLC | 7,301 | $1.08M | 0.12% | +1,301+21.7% | Added |
| Midwest Professional Planners, LTD. | 7,304 | $1.08M | 0.33% | −514−6.6% | Reduced |
| FSM Wealth Advisors, LLC | 7,309 | $1.08M | 0.29% | +108+1.5% | Added |
| First Community Trust NA | 7,317 | $1.08M | 0.88% | 00.0% | Unchanged |
| Chickasaw Capital Management LLC | 7,318 | $1.08M | 0.05% | 00.0% | Unchanged |
| Global Assets Advisory, LLC | 7,207 | $1.08M | 0.59% | +7,207 | New |
| Financial Partners Group, Inc | 7,328 | $1.08M | 0.16% | −313−4.1% | Reduced |
| Barr E S & Co | 7,337 | $1.08M | 0.07% | +40+0.5% | Added |
| LaSalle St. Investment Advisors, LLC | 7,346 | $1.08M | 0.43% | +651+9.7% | Added |
| Mogy Joel R Investment Counsel Inc | 7,343 | $1.08M | 0.07% | −100−1.3% | Reduced |
| Edmond de Rothschild Holding S.A. | 7,352 | $1.08M | 0.02% | −2,912−28.4% | Reduced |
| J. Safra Sarasin Holding AG | 7,366 | $1.08M | 0.02% | −802−9.8% | Reduced |
| PFC Capital Group, Inc. | 7,370 | $1.08M | 0.52% | +415+6.0% | Added |
| L2 Asset Management, LLC | 7,392 | $1.09M | 0.30% | +251+3.5% | Added |
| Brandywine Oak Private Wealth LLC | 7,399 | $1.09M | 0.11% | −108−1.4% | Reduced |
| L.M. Kohn & Company | 7,407 | $1.09M | 0.28% | +290+4.1% | Added |
| Centric Wealth Management | 6,946 | $1.10M | 0.29% | −13−0.2% | Reduced |
| Wolverine Asset Management LLC | 7,450 | $1.10M | 0.02% | +7,450 | New |
| Money Concepts Capital Corp | 7,460 | $1.10M | 0.08% | +151+2.1% | Added |
| Conservest Capital Advisors, Inc. | 6,973 | $1.10M | 0.11% | 00.0% | Unchanged |
| Enterprise Financial Services Corp | 7,483 | $1.10M | 0.64% | −590−7.3% | Reduced |
| True North Advisors, LLC | 7,489 | $1.10M | 0.29% | −2,766−27.0% | Reduced |
| First PREMIER Bank | 7,500 | $1.10M | 0.28% | +473+6.7% | Added |
| Brendel Financial Advisors LLC | 7,520 | $1.11M | 0.63% | −572−7.1% | Reduced |
| Court Place Advisors, LLC | 7,538 | $1.11M | 0.32% | −250−3.2% | Reduced |
| Monticello Wealth Management, LLC | 7,608 | $1.12M | 0.10% | 00.0% | Unchanged |
| Donoghue Forlines LLC | 7,610 | $1.12M | 0.32% | +1,170+18.2% | Added |
| Element Wealth, LLC | 7,624 | $1.12M | 0.59% | +210+2.8% | Added |
| Hodges Capital Management Inc. | 7,647 | $1.13M | 0.07% | −5,529−42.0% | Reduced |
| River Street Advisors LLC | 7,657 | $1.13M | 0.61% | +4,522+144.2% | Added |
| Advisory Alpha, LLC | 7,662 | $1.13M | 0.04% | +319+4.3% | Added |
| Stableford Capital II LLC | 7,486 | $1.13M | 0.45% | +564+8.1% | Added |
| Westmount Partners, LLC | 7,697 | $1.13M | 0.34% | +13+0.2% | Added |
| Reaves W H & Co Inc | 7,700 | $1.13M | 0.03% | 00.0% | Unchanged |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 7,706 | $1.13M | 0.17% | +7,706 | New |
| Catalyst Financial Partners LLC | 7,710 | $1.14M | 0.22% | −636−7.6% | Reduced |
| Carson Advisory Inc. | 7,728 | $1.14M | 0.71% | +539+7.5% | Added |
| Redhawk Wealth Advisors, Inc. | 7,730 | $1.14M | 0.16% | −1,372−15.1% | Reduced |
| First County Bank | 7,734 | $1.14M | 0.56% | −453−5.5% | Reduced |
| WMS Partners, LLC | 7,739 | $1.14M | 0.06% | −48−0.6% | Reduced |
| Silver Oak Securities, Inc | 7,843 | $1.14M | 0.12% | +523+7.1% | Added |
| Provenance Wealth Advisors, LLC | 7,752 | $1.14M | 0.14% | +427+5.8% | Added |
| First Commonwealth Financial Corp | 7,753 | $1.14M | 0.27% | +51+0.7% | Added |
| Blue Fin Capital, Inc. | 7,758 | $1.14M | 0.22% | −37−0.5% | Reduced |
| Darden Wealth Group Inc | 7,761 | $1.14M | 0.82% | +621+8.7% | Added |
| Wendell David Associates Inc | 7,769 | $1.14M | 0.11% | 00.0% | Unchanged |
| Full Sail Capital, LLC | 7,774 | $1.14M | 0.07% | −5,160−39.9% | Reduced |
| World Equity Group, Inc. | 7,780 | $1.15M | 0.41% | +50+0.6% | Added |