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 |
|---|---|---|---|---|---|
| Needham Investment Management LLC | 9,000 | $1.33M | 0.10% | 00.0% | Unchanged |
| Roof Eidam & Maycock | 9,011 | $1.33M | 0.34% | −200−2.2% | Reduced |
| Kowal Investment Group, LLC | 9,019 | $1.33M | 0.24% | −2,231−19.8% | Reduced |
| Eight 31 Financial LLC | 9,023 | $1.33M | 1.02% | −188−2.0% | Reduced |
| TLWM | 9,025 | $1.33M | 0.27% | −163−1.8% | Reduced |
| S.A. Mason LLC | 9,033 | $1.33M | 0.71% | +67+0.7% | Added |
| RFP Financial Group LLC | 9,042 | $1.33M | 0.43% | +2,571+39.7% | Added |
| Avestar Capital, LLC | 9,049 | $1.33M | 0.15% | −1,181−11.5% | Reduced |
| Firestone Capital Management | 9,050 | $1.33M | 0.33% | +10.0% | Added |
| Hexagon Capital Partners LLC | 9,054 | $1.33M | 0.26% | −252−2.7% | Reduced |
| Adalta Capital Management LLC | 9,069 | $1.34M | 0.69% | −24−0.3% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 9,070 | $1.34M | 0.38% | +27+0.3% | Added |
| Elevated Capital Advisors, LLC | 9,073 | $1.34M | 0.35% | +2,192+31.9% | Added |
| Kings Path Partners LLC | 9,080 | $1.34M | 0.56% | −103−1.1% | Reduced |
| Eqis Capital Management, Inc. | 9,089 | $1.34M | 0.11% | +830+10.0% | Added |
| Dempze Nancy E | 9,097 | $1.34M | 0.75% | −135−1.5% | Reduced |
| BOS Asset Management, LLC | 9,158 | $1.35M | 0.50% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 9,184 | $1.35M | 0.12% | −367−3.8% | Reduced |
| BigSur Wealth Management LLC | 9,200 | $1.35M | 0.37% | 00.0% | Unchanged |
| BancFirst Trust & Investment Management | 9,327 | $1.36M | 0.45% | +481+5.4% | Added |
| Cove Private Wealth, LLC | 9,215 | $1.36M | 1.05% | 00.0% | Unchanged |
| Greenup Street Wealth Management LLC | 9,217 | $1.36M | 0.28% | −2,630−22.2% | Reduced |
| Thrive Wealth Management, LLC | 9,219 | $1.36M | 0.25% | +174+1.9% | Added |
| Etesian Wealth Advisors, Inc. | 9,231 | $1.36M | 0.62% | +46+0.5% | Added |
| Mayfair Advisory Group, LLC | 9,048 | $1.36M | 0.86% | −270−2.9% | Reduced |
| Oak Family Advisors, LLC | 9,305 | $1.37M | 0.50% | −3,854−29.3% | Reduced |
| Cravens & Co Advisors, LLC | 9,321 | $1.37M | 1.06% | −560−5.7% | Reduced |
| Traphagen Investment Advisors LLC | 9,373 | $1.38M | 0.14% | −65−0.7% | Reduced |
| Waddell & Associates, LLC | 9,407 | $1.39M | 0.17% | +441+4.9% | Added |
| Cito Capital Group, LLC | 9,420 | $1.39M | 0.52% | 00.0% | Unchanged |
| Front Street Capital Management, Inc. | 9,452 | $1.39M | 0.23% | −10.0% | Reduced |
| SS&H Financial Advisors, Inc. | 9,450 | $1.39M | 0.51% | +470+5.2% | Added |
| TBH Global Asset Management, LLC | 9,454 | $1.39M | 0.30% | −26−0.3% | Reduced |
| Harrell Investment Partners, LLC | 9,479 | $1.40M | 0.40% | +20+0.2% | Added |
| Walleye Capital LLC | 9,481 | $1.40M | 0.01% | −52,079−84.6% | Reduced |
| Dumont & Blake Investment Advisors LLC | 9,492 | $1.40M | 0.37% | −9,904−51.1% | Reduced |
| Arlington Trust Co LLC | 9,494 | $1.40M | 0.30% | 00.0% | Unchanged |
| SFMG, LLC | 9,510 | $1.40M | 0.11% | −938−9.0% | Reduced |
| Aries Wealth Management | 9,512 | $1.40M | 0.39% | −1,343−12.4% | Reduced |
| Plante Moran Financial Advisors, LLC | 9,577 | $1.41M | 0.12% | −668−6.5% | Reduced |
| FRG Family Wealth Advisors LLC | 9,647 | $1.42M | 0.25% | 00.0% | Unchanged |
| Shulman DeMeo Asset Management LLC | 9,651 | $1.42M | 0.35% | +34+0.4% | Added |
| RBA Wealth Management, LLC | 9,653 | $1.42M | 0.55% | −406−4.0% | Reduced |
| Portfolio Design Labs, LLC | 9,662 | $1.42M | 0.40% | +9,662 | New |
| Broadwater Capital Management LLC | 9,665 | $1.42M | 1.05% | −676−6.5% | Reduced |
| Trust Investment Advisors | 9,682 | $1.43M | 0.91% | −736−7.1% | Reduced |
| Farmers Trust Co | 9,704 | $1.43M | 0.27% | +334+3.6% | Added |
| David Loasby | 9,452 | $1.43M | 0.13% | +53+0.6% | Added |
| DB Fitzpatrick & Co, Inc | 9,711 | $1.43M | 1.25% | −21−0.2% | Reduced |
| Convergence Financial, LLC | 9,723 | $1.43M | 0.30% | +1,149+13.4% | Added |
| Meridian Wealth Advisors, LLC | 9,726 | $1.43M | 0.24% | +432+4.6% | Added |
| Chicago Capital, LLC | 9,733 | $1.43M | 0.04% | +279+3.0% | Added |
| Baldwin Investment Management, LLC | 9,744 | $1.43M | 0.18% | −472−4.6% | Reduced |
| Advisory Research Inc | 9,781 | $1.44M | 0.26% | +780+8.7% | Added |
| Sterling Capital Management LLC | 9,833 | $1.45M | 0.02% | +9,833 | New |
| Searle & Co. | 9,846 | $1.45M | 0.36% | −7,228−42.3% | Reduced |
| Hubbell Strickland Wealth Management, LLC | 9,865 | $1.45M | 0.68% | +372+3.9% | Added |
| Raleigh Capital Management Inc. | 9,900 | $1.46M | 0.56% | −4,955−33.4% | Reduced |
| TCM Advisors, LLC | – | $1.46M | 1.21% | – | – |
| Barbara Oil Co. | 10,000 | $1.47M | 0.60% | 00.0% | Unchanged |
| Centennial Bank | 10,015 | $1.47M | 0.68% | −1,431−12.5% | Reduced |
| Doheny Asset Management | 10,013 | $1.48M | 1.01% | −478−4.6% | Reduced |
| Apriem Advisors | 10,019 | $1.48M | 0.17% | +1,539+18.1% | Added |
| Access Financial Services, Inc. | 10,035 | $1.48M | 0.68% | +309+3.2% | Added |
| Wellington Shields Capital Management, LLC | 10,054 | $1.48M | 0.26% | −439−4.2% | Reduced |
| Aire Advisors, LLC | 10,061 | $1.48M | 0.33% | +19+0.2% | Added |
| Coastal Investment Advisors, Inc. | 9,772 | $1.48M | 0.68% | −7,607−43.8% | Reduced |
| Marco Investment Management LLC | 10,090 | $1.49M | 0.13% | −6,655−39.7% | Reduced |
| Alpine Bank Wealth Management | 10,107 | $1.49M | 0.24% | +10,107 | New |
| Premier Path Wealth Partners, LLC | 10,117 | $1.49M | 0.23% | −2,000−16.5% | Reduced |
| Bank & Trust Co | 10,128 | $1.49M | 1.21% | −72−0.7% | Reduced |
| Aspen Investment Management Inc | 10,151 | $1.50M | 0.70% | −55−0.5% | Reduced |
| Peregrine Asset Advisers, Inc. | 10,159 | $1.50M | 0.52% | −193−1.9% | Reduced |
| Founders Capital Management, LLC | 10,190 | $1.50M | 0.26% | +8,510+506.5% | Added |
| DF Dent & Co Inc | 10,214 | $1.50M | 0.02% | +254+2.6% | Added |
| Miller Investment Management, LP | 10,220 | $1.51M | 0.16% | 00.0% | Unchanged |
| Peoples Bank | 10,238 | $1.51M | 1.01% | +60+0.6% | Added |
| Athena Investment Management | 10,243 | $1.51M | 0.86% | +350+3.5% | Added |
| Pacific Wealth Strategies Group, Inc. | 10,246 | $1.51M | 1.12% | +1,353+15.2% | Added |
| Northside Capital Management, LLC | 10,282 | $1.51M | 0.24% | −1,000−8.9% | Reduced |
| Lakeview Capital Partners, LLC | 10,300 | $1.52M | 0.24% | +759+8.0% | Added |
| WCG Wealth Advisors LLC | 10,309 | $1.52M | 0.10% | +10,309 | New |
| Nicolet Bankshares Inc | 10,340 | $1.52M | 0.37% | −690−6.3% | Reduced |
| Plancorp, LLC | 10,374 | $1.53M | 0.06% | +108+1.1% | Added |
| Signal Advisors Wealth, LLC | 10,403 | $1.53M | 0.22% | +10,403 | New |
| Resurgent Financial Advisors LLC | 10,426 | $1.54M | 0.90% | −5,028−32.5% | Reduced |
| Garrison Point Advisors, LLC | 10,440 | $1.54M | 0.95% | −46−0.4% | Reduced |
| Eagle Wealth Strategies LLC | 10,448 | $1.54M | 1.12% | −93−0.9% | Reduced |
| LM Advisors LLC | 10,485 | $1.54M | 0.31% | −150−1.4% | Reduced |
| Roanoke Asset Management Corp | 10,489 | $1.54M | 0.49% | −50−0.5% | Reduced |
| Cunning Capital Partners, LP | 10,495 | $1.55M | 0.82% | 00.0% | Unchanged |
| Cypress Capital Management LLC (WY) | 10,502 | $1.55M | 1.67% | −94−0.9% | Reduced |
| Embree Financial Group | 10,503 | $1.55M | 0.28% | +644+6.5% | Added |
| Infrastructure Capital Advisors, LLC | 10,546 | $1.55M | 0.22% | −127−1.2% | Reduced |
| NFP Retirement, Inc. | 10,550 | $1.55M | 0.13% | −522−4.7% | Reduced |
| iA Global Asset Management Inc. | 10,571 | $1.56M | 0.03% | +6,501+159.7% | Added |
| Gen-Wealth Partners Inc | 10,523 | $1.56M | 0.68% | −683−6.1% | Reduced |
| Blackstone Group Inc. | 10,579 | $1.56M | 0.01% | 00.0% | Unchanged |
| Clough Capital Partners L P | 10,600 | $1.56M | 0.16% | 00.0% | Unchanged |
| M. Kraus & Co | 10,603 | $1.56M | 0.46% | −480−4.3% | Reduced |