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 |
|---|---|---|---|---|---|
| Everhart Financial Group, Inc. | 7,800 | $1.15M | 0.25% | −564−6.7% | Reduced |
| Family Legacy, Inc. | 7,803 | $1.15M | 0.38% | +375+5.0% | Added |
| Ackerman Capital Advisors, LLC | 7,807 | $1.15M | 0.30% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 7,809 | $1.15M | 0.55% | −781−9.1% | Reduced |
| OMC Financial Services LTD | 7,357 | $1.15M | 0.54% | 00.0% | Unchanged |
| Souders Financial Advisors | 7,825 | $1.15M | 0.16% | +432+5.8% | Added |
| Citizens & Northern Corp | 7,830 | $1.15M | 0.35% | +468+6.4% | Added |
| Schmidt P J Investment Management Inc | 7,844 | $1.16M | 0.20% | −500−6.0% | Reduced |
| Argus Investors' Counsel, Inc. | 7,851 | $1.16M | 0.75% | −68−0.9% | Reduced |
| Fermata Advisors, LLC | 7,868 | $1.16M | 0.24% | +960+13.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 7,877 | $1.16M | 0.16% | −2,727−25.7% | Reduced |
| 1620 Investment Advisors, Inc. | 7,885 | $1.16M | 0.84% | −638−7.5% | Reduced |
| Wealth Management Associates, Inc. | 7,886 | $1.16M | 0.51% | +286+3.8% | Added |
| TrueWealth Advisors, LLC | 7,893 | $1.16M | 0.39% | −3,818−32.6% | Reduced |
| E&G Advisors, LP | 7,904 | $1.16M | 0.32% | 00.0% | Unchanged |
| Doliver Advisors, LP | 7,914 | $1.17M | 0.32% | +20.0% | Added |
| Capital Investment Counsel, Inc | 7,916 | $1.17M | 0.17% | +322+4.2% | Added |
| Retirement Planning Co of New England, Inc. | 7,924 | $1.17M | 0.58% | +294+3.9% | Added |
| St. Johns Investment Management Company, LLC | 7,939 | $1.17M | 0.55% | −119−1.5% | Reduced |
| Angeles Wealth Management, LLC | 7,973 | $1.17M | 0.10% | +429+5.7% | Added |
| Addison Capital Co | 7,985 | $1.18M | 0.47% | −20−0.2% | Reduced |
| Total Wealth Planning, LLC | 7,985 | $1.18M | 0.18% | +2,925+57.8% | Added |
| Apeiron RIA LLC | 7,987 | $1.18M | 0.34% | +75+0.9% | Added |
| Parkside Investments, LLC | 8,000 | $1.18M | 0.18% | −1,676−17.3% | Reduced |
| Investment Partners, Ltd. | 8,017 | $1.18M | 0.49% | −133−1.6% | Reduced |
| Phillips Wealth Planners LLC | 7,946 | $1.18M | 1.13% | +950+13.6% | Added |
| Connecticut Wealth Management, LLC | 8,029 | $1.18M | 0.06% | −384−4.6% | Reduced |
| HFG Wealth Management, LLC | 7,564 | $1.18M | 0.75% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 7,529 | $1.19M | 0.17% | +436+6.1% | Added |
| Lederer & Associates Investment Counsel | 8,065 | $1.19M | 0.84% | 00.0% | Unchanged |
| Ables, Iannone, Moore & Associates, Inc. | 8,073 | $1.19M | 0.77% | +287+3.7% | Added |
| MCF Advisors LLC | 8,084 | $1.19M | 0.08% | −746−8.4% | Reduced |
| Rice Partnership, LLC | 8,091 | $1.19M | 0.24% | −7−0.1% | Reduced |
| United Bank | 8,095 | $1.19M | 0.55% | +629+8.4% | Added |
| VGI Partners Ltd | 8,111 | $1.19M | 0.11% | −19,296−70.4% | Reduced |
| Old Point Trust & Financial Services N A | 8,111 | $1.19M | 0.43% | +200+2.5% | Added |
| Apexium Financial, LP | 8,132 | $1.20M | 0.08% | +819+11.2% | Added |
| Orrstown Financial Services Inc | 8,136 | $1.20M | 0.35% | +3,752+85.6% | Added |
| Cascade Investment Advisors, Inc. | 8,157 | $1.20M | 0.76% | +755+10.2% | Added |
| West Branch Capital LLC | 8,178 | $1.20M | 0.42% | +827+11.3% | Added |
| Sentry Investment Management LLC | 8,183 | $1.21M | 0.51% | −389−4.5% | Reduced |
| Oak Harbor Wealth Partners, LLC | 8,189 | $1.21M | 0.35% | −204−2.4% | Reduced |
| Aspen Wealth Strategies, LLC | 8,190 | $1.21M | 0.78% | +441+5.7% | Added |
| Prudent Man Advisors, LLC | 8,191 | $1.21M | 0.40% | −176−2.1% | Reduced |
| Semanteon Capital Management, LP | 8,201 | $1.21M | 0.82% | +8,201 | New |
| Matrix Trust Co | 8,205 | $1.21M | 0.23% | −304−3.6% | Reduced |
| Key Financial Inc | 8,218 | $1.21M | 0.27% | −331−3.9% | Reduced |
| Vista Investment Management | 8,222 | $1.21M | 0.46% | +82+1.0% | Added |
| Wallace Capital Management Inc. | 8,229 | $1.21M | 0.16% | +65+0.8% | Added |
| Leo Wealth, LLC | 8,246 | $1.21M | 0.11% | +1,354+19.6% | Added |
| Great Lakes Retirement, Inc. | 8,253 | $1.22M | 0.16% | −377−4.4% | Reduced |
| Walter & Keenan Financial Consulting Co | 8,255 | $1.22M | 0.37% | −210−2.5% | Reduced |
| LCM Capital Management Inc | 8,266 | $1.22M | 0.70% | +10.0% | Added |
| Dividend Assets Capital, LLC | 8,275 | $1.22M | 0.23% | +196+2.4% | Added |
| Pacific Sage Partners, LLC | 8,316 | $1.22M | 0.29% | −300−3.5% | Reduced |
| Peterson Wealth Management | 8,362 | $1.23M | 0.79% | +149+1.8% | Added |
| Ransom Advisory, Ltd | 8,384 | $1.23M | 0.58% | +620+8.0% | Added |
| Verity Asset Management, Inc. | 8,382 | $1.24M | 0.47% | −410−4.7% | Reduced |
| Oxford Wealth Group, LLC | 8,429 | $1.24M | 1.01% | −1,537−15.4% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 8,455 | $1.25M | 0.01% | 00.0% | Unchanged |
| CVA Family Office, LLC | 8,475 | $1.25M | 0.20% | −399−4.5% | Reduced |
| Aigen Investment Management, LP | 8,484 | $1.25M | 0.25% | +8,484 | New |
| Mraz, Amerine & Associates, Inc. | 8,491 | $1.25M | 0.23% | −155−1.8% | Reduced |
| Bedel Financial Consulting, Inc. | 8,504 | $1.25M | 0.18% | +185+2.2% | Added |
| Plan Group Financial, LLC | 8,530 | $1.26M | 0.66% | +1,747+25.8% | Added |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 8,531 | $1.26M | 0.53% | +476+5.9% | Added |
| Paragon Capital Management LLC | 8,550 | $1.26M | 0.65% | +121+1.4% | Added |
| Timber Creek Capital Management LLC | 8,561 | $1.26M | 0.35% | 00.0% | Unchanged |
| Core Wealth Partners LLC | 8,596 | $1.27M | 0.77% | +1,112+14.9% | Added |
| Strategic Wealth Partners, Ltd. | 8,603 | $1.27M | 0.12% | −108−1.2% | Reduced |
| Boston Research & Management Inc | 8,608 | $1.27M | 0.29% | 00.0% | Unchanged |
| Wells Trecaso Financial Group, LLC | 8,624 | $1.27M | 0.42% | −81−0.9% | Reduced |
| Legacy Bridge, LLC | 8,658 | $1.28M | 0.69% | 00.0% | Unchanged |
| Atlantic Edge Private Wealth Management, LLC | 8,677 | $1.28M | 0.39% | +19+0.2% | Added |
| WBH Advisory Inc | 8,706 | $1.28M | 0.12% | −562−6.1% | Reduced |
| Processus Wealth & Capital Management, LLC | 8,727 | $1.29M | 1.06% | −206−2.3% | Reduced |
| Sawgrass Asset Management LLC | 8,735 | $1.29M | 0.13% | −148−1.7% | Reduced |
| PDS Planning, Inc | 8,737 | $1.29M | 0.12% | −144−1.6% | Reduced |
| Argent Advisors, Inc. | 8,737 | $1.29M | 0.48% | −14−0.2% | Reduced |
| Canal Capital Management, LLC | 8,741 | $1.29M | 0.21% | −91−1.0% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 8,743 | $1.29M | 0.17% | −2,163−19.8% | Reduced |
| Kozak & Associates, Inc. | 8,668 | $1.29M | 0.30% | +75+0.9% | Added |
| Apella Capital, LLC | 8,567 | $1.29M | 0.05% | +532+6.6% | Added |
| Holistic Planning, LLC | 8,781 | $1.29M | 0.55% | +1,742+24.7% | Added |
| Wealth Quarterback LLC | 8,785 | $1.29M | 0.67% | +698+8.6% | Added |
| Balentine LLC | 8,801 | $1.30M | 0.05% | +3,340+61.2% | Added |
| Burford Brothers, Inc. | 8,803 | $1.30M | 0.68% | −5,277−37.5% | Reduced |
| Register Financial Advisors LLC | 8,808 | $1.30M | 0.67% | +32+0.4% | Added |
| Allegheny Financial Group LTD | 8,830 | $1.30M | 0.32% | −262−2.9% | Reduced |
| Wolff Financial Management LLC | 8,849 | $1.30M | 0.35% | +8,849 | New |
| Cornercap Investment Counsel Inc | 8,866 | $1.31M | 0.39% | −10,005−53.0% | Reduced |
| Creekside Partners | 8,894 | $1.31M | 0.68% | 00.0% | Unchanged |
| Lion Street Advisors, LLC | 8,905 | $1.31M | 0.46% | −231−2.5% | Reduced |
| Wrapmanager Inc | 8,913 | $1.31M | 0.34% | +408+4.8% | Added |
| Gallagher Fiduciary Advisors, LLC | 8,942 | $1.32M | 0.27% | +58+0.7% | Added |
| LexAurum Advisors, LLC | 8,951 | $1.32M | 0.29% | +195+2.2% | Added |
| West Michigan Advisors, LLC | 8,954 | $1.32M | 0.40% | +635+7.6% | Added |
| Accretive Wealth Partners, LLC | 8,969 | $1.32M | 0.55% | −202−2.2% | Reduced |
| V-Square Quantitative Management LLC | 8,977 | $1.32M | 0.19% | +2,941+48.7% | Added |
| LVW Advisors, LLC | 8,983 | $1.32M | 0.17% | −2,093−18.9% | Reduced |