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; 4,142 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
- 3,488
- +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
- 1,481 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 | 4,142 | $243.4B |
| Q1 2026 | 4,312 | $298.0B |
| Q4 2025 | 3,994 | $223.3B |
| Q3 2025 | 3,803 | $225.3B |
| Q2 2025 | 3,708 | $189.0B |
| Q1 2025 | 3,826 | $222.9B |
| Q4 2024 | 3,765 | $194.0B |
| Q3 2024 | 3,488 | $198.0B |
| Q2 2024 | 3,511 | $214.0B |
| Q1 2024 | 3,523 | $212.7B |
| Q4 2023 | 3,478 | $200.3B |
| Q3 2023 | 3,339 | $222.6B |
| Q2 2023 | 3,286 | $205.0B |
| Q1 2023 | 3,273 | $217.1B |
| Q4 2022 | 3,289 | $243.6B |
| Q3 2022 | 3,057 | $195.7B |
| Q2 2022 | 3,060 | $198.4B |
| Q1 2022 | 3,071 | $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 |
|---|---|---|---|---|---|
| Tributary Capital Management, LLC | 470 | $69.2K | 0.01% | −20−4.1% | Reduced |
| Kiely Wealth Advisory Group, Inc. | 444 | $69.3K | 0.04% | 00.0% | Unchanged |
| Valley Forge Investment Consultants Inc Adv | 480 | $70.7K | 0.02% | +300+166.7% | Added |
| Briaud Financial Planning, Inc | 487 | $71.0K | 0.04% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 495 | $72.9K | 0.02% | −67−11.9% | Reduced |
| Private Wealth Management Group, LLC | 499 | $73.5K | 0.03% | −60−10.7% | Reduced |
| Annapolis Financial Services, LLC | 500 | $73.6K | 0.02% | +5+1.0% | Added |
| Walleye Trading LLC | 500 | $73.6K | 0.00% | −63−11.2% | Reduced |
| Louisbourg Investments Inc. | 500 | $73.6K | 0.02% | 00.0% | Unchanged |
| Fairman Group, LLC | 512 | $75.4K | 0.07% | 00.0% | Unchanged |
| Goodman Advisory Group, LLC | 526 | $77.5K | 0.02% | +27+5.4% | Added |
| Tradewinds Capital Management, LLC | 536 | $78.9K | 0.02% | −40−6.9% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 553 | $81.5K | 0.05% | +20+3.8% | Added |
| Dogwood Wealth Management LLC | 556 | $81.9K | 0.05% | +6+1.1% | Added |
| Highline Wealth Partners LLC | 559 | $82.3K | 0.03% | −105−15.8% | Reduced |
| Dunhill Financial, LLC | 560 | $82.4K | 0.04% | +195+53.4% | Added |
| DiNuzzo Private Wealth, Inc. | 568 | $83.7K | 0.01% | +3+0.5% | Added |
| Cornerstone Planning Group LLC | 578 | $85.9K | 0.02% | −50−8.0% | Reduced |
| SWAN Capital LLC | 597 | $87.9K | 0.04% | 00.0% | Unchanged |
| Lowe Wealth Advisors, LLC | 618 | $91.0K | 0.04% | 00.0% | Unchanged |
| Davis Capital Management | 618 | $91.0K | 0.07% | +52+9.2% | Added |
| MidAtlantic Capital Management, Inc. | 619 | $91.2K | 0.07% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 623 | $91.7K | 0.03% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 630 | $92.0K | 0.03% | +2+0.3% | Added |
| Fairscale Capital, LLC | 633 | $93.2K | 0.08% | 00.0% | Unchanged |
| Nordwand Advisors, LLC | 643 | $94.7K | 0.03% | 00.0% | Unchanged |
| Cherry Tree Wealth Management, LLC | 650 | $95.7K | 0.02% | 00.0% | Unchanged |
| Spectrum Wealth Counsel, LLC | 664 | $97.8K | 0.01% | −1,224−64.8% | Reduced |
| Transcendent Capital Group LLC | 667 | $98.2K | 0.05% | −144−17.8% | Reduced |
| HighMark Wealth Management LLC | 677 | $99.7K | 0.05% | −25−3.6% | Reduced |
| Macroview Investment Management LLC | 678 | $99.8K | 0.10% | +8+1.2% | Added |
| Garde Capital, Inc. | 681 | $100.0K | 0.01% | −150−18.1% | Reduced |
| Hobbs Group Advisors, LLC | 685 | $100.9K | 0.04% | −3,309−82.8% | Reduced |
| Investment Research & Advisory Group, Inc. | 703 | $103.5K | 0.04% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 718 | $106.0K | 0.08% | 00.0% | Unchanged |
| FSC Wealth Advisors, LLC | 733 | $107.9K | 0.08% | +5+0.7% | Added |
| Prestige Wealth Management Group LLC | 736 | $108.4K | 0.02% | 00.0% | Unchanged |
| Mark Sheptoff Financial Planning, LLC | 745 | $109.7K | 0.06% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 745 | $109.7K | 0.02% | +15+2.1% | Added |
| Frazier Financial Advisors, LLC | 781 | $115.1K | 0.09% | −272−25.8% | Reduced |
| Creekmur Asset Management LLC | 793 | $116.7K | 0.03% | −30−3.6% | Reduced |
| Marshall Wace, LLP | 800 | $117.8K | 0.00% | +800 | New |
| SJS Investment Consulting Inc. | 812 | $119.5K | 0.02% | −87−9.7% | Reduced |
| GW&K Investment Management, LLC | 832 | $123.0K | 0.00% | −5−0.6% | Reduced |
| Capital Performance Advisors LLP | 841 | $123.9K | 0.04% | +841 | New |
| Abich Financial Wealth Management LLC | 842 | $124.0K | 0.28% | −1,888−69.2% | Reduced |
| Clean Yield Group | 843 | $124.1K | 0.04% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 857 | $126.2K | 0.05% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 860 | $126.7K | 0.03% | 00.0% | Unchanged |
| Financial Freedom, LLC | 867 | $127.8K | 0.07% | +6+0.7% | Added |
| Standard Family Office LLC | 882 | $129.9K | 0.16% | 00.0% | Unchanged |
| Strengthening Families & Communities, LLC | 899 | $132.5K | 0.03% | +3+0.3% | Added |
| Disciplined Equity Management, Inc. | 900 | $132.5K | 0.08% | 00.0% | Unchanged |
| WealthCollab, LLC | 911 | $134.2K | 0.09% | −326−26.4% | Reduced |
| Raelipskie Partnership | 915 | $134.8K | 0.07% | +50+5.8% | Added |
| TD Capital Management LLC | 919 | $135.3K | 0.01% | +1+0.1% | Added |
| Westchester Capital Management, Inc. | 932 | $137.3K | 0.03% | 00.0% | Unchanged |
| Iron Horse Wealth Management, LLC | 941 | $138.6K | 0.05% | +51+5.7% | Added |
| Abound Wealth Management | 948 | $139.6K | 0.05% | +144+17.9% | Added |
| Peterson Financial Group, Inc. | 971 | $143.0K | 0.55% | +971 | New |
| New Millennium Group LLC | 984 | $145.0K | 0.09% | −5−0.5% | Reduced |
| Raffa Wealth Management, LLC | 994 | $146.3K | 0.04% | −36−3.5% | Reduced |
| Stuart Chaussee & Associates, Inc. | 1,000 | $147.3K | 0.04% | 00.0% | Unchanged |
| Cove Street Capital, LLC | 1,000 | $147.3K | 0.12% | 00.0% | Unchanged |
| Aspect Partners, LLC | 1,014 | $149.3K | 0.08% | +10+1.0% | Added |
| BNP Paribas | 1,048 | $154.3K | 0.01% | −800−43.3% | Reduced |
| Aspire Private Capital, LLC | 1,049 | $154.5K | 0.04% | +8+0.8% | Added |
| O'Brien Wealth Partners LLC | 1,057 | $155.7K | 0.03% | −15−1.4% | Reduced |
| RE Dickinson Investment Advisors, LLC | 1,063 | $156.5K | 0.09% | 00.0% | Unchanged |
| Values First Advisors, Inc. | 1,107 | $163.1K | 0.09% | +1,107 | New |
| CBIZ Investment Advisory Services, LLC | 1,116 | $164.4K | 0.01% | 00.0% | Unchanged |
| Wintrust Investments LLC | 1,125 | $165.0K | 0.12% | −9,359−89.3% | Reduced |
| Hall Laurie J Trustee | 1,129 | $166.0K | 0.05% | 00.0% | Unchanged |
| Clarity Asset Management, Inc. | 1,132 | $166.6K | 0.12% | +2+0.2% | Added |
| TFC Financial Management | 1,132 | $166.8K | 0.03% | +35+3.2% | Added |
| MV Capital Management, Inc. | 1,137 | $167.4K | 0.02% | −603−34.7% | Reduced |
| MRP Capital Investments, LLC | 1,148 | $169.1K | 0.16% | +1,148 | New |
| Cranbrook Wealth Management, LLC | 1,164 | $171.4K | 0.04% | +141+13.8% | Added |
| Truvestments Capital LLC | 1,219 | $179.6K | 0.05% | +1,219 | New |
| ORG Wealth Partners, LLC | 1,232 | $181.6K | 0.06% | +1,232 | New |
| AlphaMark Advisors, LLC | 1,233 | $182.0K | 0.06% | +202+19.6% | Added |
| Laraway Financial Inc | 1,241 | $182.8K | 0.15% | 00.0% | Unchanged |
| Eagle Bay Advisors LLC | 1,256 | $184.9K | 0.07% | −59−4.5% | Reduced |
| Vestor Capital, LLC | 1,263 | $186.0K | 0.01% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 1,264 | $186.1K | 0.05% | −19−1.5% | Reduced |
| Bellevue Asset Management, LLC | 1,264 | $186.2K | 0.10% | +12+1.0% | Added |
| Naples Money Management LLC | 1,274 | $187.7K | 0.16% | −340−21.1% | Reduced |
| CKW Financial Group | 1,285 | $192.0K | 0.02% | +2+0.2% | Added |
| Moisand Fitzgerald Tamayo, LLC | 1,304 | $192.0K | 0.03% | +404+44.9% | Added |
| Flaharty Asset Management, LLC | 1,313 | $193.4K | 0.03% | 00.0% | Unchanged |
| Miller Wealth Advisors, LLC | 1,284 | $194.2K | 0.11% | +11+0.9% | Added |
| J.Safra Asset Management Corp | 1,355 | $197.1K | 0.02% | +311+29.8% | Added |
| Twin Lakes Capital Management, LLC | 1,351 | $199.0K | 0.13% | 00.0% | Unchanged |
| Stephenson & Company, Inc. | 1,360 | $200.3K | 0.14% | 00.0% | Unchanged |
| Northstar Group, Inc. | 1,365 | $201.2K | 0.04% | 00.0% | Unchanged |
| Jag Capital Management, LLC | 1,366 | $201.2K | 0.02% | +67+5.2% | Added |
| Fiducient Advisors LLC | 1,372 | $202.1K | 0.02% | −49−3.4% | Reduced |
| Marshall Financial Group LLC | 1,372 | $202.1K | 0.05% | +1,372 | New |
| American Financial Advisors, LLC | 1,375 | $202.4K | 0.03% | +39+2.9% | Added |
| Dakota Community Bank & Trust NA | 1,375 | $202.5K | 1.02% | −367−21.1% | Reduced |