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
- 3,488
- +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 | 4,143 | $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 |
|---|---|---|---|---|---|
| Ewa, LLC | 1,253 | $202.7K | 0.07% | −66−5.0% | Reduced |
| Truepoint, Inc. | 1,377 | $202.8K | 0.01% | +1,377 | New |
| Kercheville Advisors, LLC | 1,380 | $203.2K | 0.09% | −100−6.8% | Reduced |
| Smith Group Asset Management, LLC | 1,383 | $203.7K | 0.02% | −25−1.8% | Reduced |
| Investment House LLC | 1,383 | $203.7K | 0.01% | +1,383 | New |
| Trinity Financial Advisors LLC | 1,442 | $203.8K | 0.09% | +4+0.3% | Added |
| Invst, LLC | 1,388 | $204.4K | 0.02% | −208−13.0% | Reduced |
| Sollinda Capital Management LLC | 1,389 | $204.6K | 0.06% | +1,389 | New |
| Annandale Capital, LLC | 1,392 | $205.0K | 0.04% | 00.0% | Unchanged |
| Sharkey, Howes & Javer | 1,394 | $205.3K | 0.03% | −161−10.4% | Reduced |
| Sterling Investment Advisors LLC | 1,400 | $206.2K | 0.12% | 00.0% | Unchanged |
| Prevail Innovative Wealth Advisors, LLC | 1,400 | $206.2K | 0.06% | −16,456−92.2% | Reduced |
| Mach-1 Financial Group, Inc. | 1,400 | $206.7K | 0.13% | −20,254−93.5% | Reduced |
| Facet Wealth, Inc. | 1,351 | $206.7K | 0.01% | +1,351 | New |
| AtlasMark Financial, Inc | 1,404 | $206.8K | 0.19% | +1,404 | New |
| Lavaca Capital LLC | 1,405 | $206.9K | 0.10% | +100+7.7% | Added |
| Waypoint Capital Advisors, LLC | 1,410 | $207.7K | 0.04% | +1,410 | New |
| Squire Investment Management Company, LLC | 1,415 | $208.4K | 0.10% | +1,415 | New |
| Chiron Capital Management, LLC | 1,417 | $208.7K | 0.18% | +39+2.8% | Added |
| PrairieView Partners, LLC | 1,422 | $209.0K | 0.02% | −4,000−73.8% | Reduced |
| PFS Partners, LLC | 1,420 | $209.1K | 0.12% | −56−3.8% | Reduced |
| Collaborative Wealth Managment Inc. | 1,423 | $209.5K | 0.09% | −4−0.3% | Reduced |
| Financial Planning & Information Services, Inc. | 1,424 | $209.7K | 0.03% | −77−5.1% | Reduced |
| Strategic Investment Advisors | 1,424 | $209.7K | 0.02% | −193−11.9% | Reduced |
| Arista Wealth Management, LLC | 1,426 | $210.0K | 0.05% | +13+0.9% | Added |
| Syntegra Private Wealth Group, LLC | 1,426 | $210.0K | 0.02% | −636−30.8% | Reduced |
| Arthur M. Cohen & Associates, LLC | 1,405 | $210.3K | 0.04% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,434 | $211.2K | 0.03% | +78+5.8% | Added |
| Pegasus Partners Ltd. | 1,434 | $211.2K | 0.02% | 00.0% | Unchanged |
| Diversified Investment Strategies, LLC | 1,436 | $211.4K | 0.14% | 00.0% | Unchanged |
| Fernwood Investment Management, LLC | 1,436 | $211.5K | 0.07% | 00.0% | Unchanged |
| TruNorth Capital Management, LLC | 1,436 | $211.5K | 0.06% | +198+16.0% | Added |
| Hamilton Point Investment Advisors, LLC | 1,439 | $211.9K | 0.04% | 00.0% | Unchanged |
| Paradiem, LLC | 1,439 | $211.9K | 0.05% | 00.0% | Unchanged |
| DDFG, Inc | 1,439 | $212.0K | 0.06% | +1,439 | New |
| Covestor Ltd | 1,440 | $212.0K | 0.13% | +47+3.4% | Added |
| VitalStone Financial, LLC | 1,441 | $212.2K | 0.14% | −75−4.9% | Reduced |
| City Center Advisors, LLC | 1,444 | $212.7K | 0.24% | −1,216−45.7% | Reduced |
| Motive Wealth Advisors | 1,362 | $213.0K | 0.13% | 00.0% | Unchanged |
| Hill Island Financial LLC | 1,453 | $213.9K | 0.06% | 00.0% | Unchanged |
| Wade Financial Advisory, Inc | 1,453 | $214.0K | 0.07% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 1,454 | $214.0K | 0.10% | +226+18.4% | Added |
| Capital Planning LLC | 1,456 | $214.4K | 0.06% | +1,456 | New |
| Up Strategic Wealth Investment Advisors LLC | 1,457 | $214.5K | 0.24% | +1,457 | New |
| Wealth Advisors of Iowa, LLC | 1,459 | $214.9K | 0.11% | −642−30.6% | Reduced |
| Hemington Wealth Management | 1,459 | $217.0K | 0.06% | +1,459 | New |
| Interactive Financial Advisors | 1,476 | $217.4K | 0.11% | 00.0% | Unchanged |
| Montis Financial, LLC | 1,478 | $217.6K | 0.08% | +18+1.2% | Added |
| Bay Rivers Group | 1,480 | $218.0K | 0.11% | +200+15.6% | Added |
| Columbus Macro, LLC | 1,470 | $218.7K | 0.08% | −125−7.8% | Reduced |
| Waypoint Wealth Partners Inc. | 1,486 | $218.8K | 0.06% | −2,039−57.8% | Reduced |
| Centurion Wealth Management LLC | 1,488 | $219.1K | 0.07% | +1,488 | New |
| Groupama Asset Managment | 1,863 | $220.3K | 0.01% | −218,172−99.2% | Reduced |
| Aletheian Wealth Advisors LLC | 1,496 | $220.3K | 0.13% | −3,753−71.5% | Reduced |
| First National Bank of Hutchinson | 1,500 | $220.9K | 0.14% | 00.0% | Unchanged |
| Rebalance, LLC | 1,500 | $220.9K | 0.02% | 00.0% | Unchanged |
| Stonebridge Financial Planning Group, LLC | 1,504 | $221.5K | 0.11% | 00.0% | Unchanged |
| Continental Investors Services, Inc. | 1,482 | $221.9K | 0.46% | −57−3.7% | Reduced |
| Check Capital Management Inc | 1,510 | $222.4K | 0.02% | +10+0.7% | Added |
| VanderPol Investments L.L.C. | 1,511 | $222.5K | 0.50% | −77−4.8% | Reduced |
| White Lighthouse Investment Management Inc. | 1,514 | $223.0K | 0.04% | +1,514 | New |
| Mountain Capital Investment Advisors, Inc | 1,436 | $223.0K | 0.05% | +1,436 | New |
| Walkner Condon Financial Advisors LLC | 1,517 | $223.4K | 0.05% | −921−37.8% | Reduced |
| Pathway Financial Advisors LLC | 1,517 | $223.4K | 0.06% | −374−19.8% | Reduced |
| One Charles Private Wealth Services, LLC | 1,518 | $223.6K | 0.09% | −17−1.1% | Reduced |
| Mitchell Capital Management Co | 1,520 | $223.8K | 0.04% | −38−2.4% | Reduced |
| Cascade Wealth Advisors, Inc | 1,524 | $224.4K | 0.16% | 00.0% | Unchanged |
| ForthRight Wealth Management, LLC | 1,530 | $225.3K | 0.08% | +49+3.3% | Added |
| Burns Matteson Capital Management, LLC | 1,530 | $225.3K | 0.13% | 00.0% | Unchanged |
| LifePlan Investment Advisors, Inc. | 1,530 | $225.3K | 0.14% | +42+2.8% | Added |
| Capstone Capital Wealth Advisors | 1,535 | $226.1K | 0.19% | −24−1.5% | Reduced |
| Leonard Rickey Investment Advisors P.L.L.C. | 1,536 | $226.2K | 0.05% | −1,064−40.9% | Reduced |
| O'Keefe Stevens Advisory, Inc. | 1,537 | $226.4K | 0.07% | +106+7.4% | Added |
| Executive Wealth Management, LLC | 1,538 | $226.5K | 0.02% | +1,538 | New |
| Cornerstone Advisors Asset Management, LLC | 1,540 | $226.8K | 0.05% | 00.0% | Unchanged |
| Intrepid Capital Management Inc | 1,541 | $226.9K | 0.13% | +49+3.3% | Added |
| Centerpoint Advisors, LLC | 1,541 | $227.0K | 0.08% | −18−1.2% | Reduced |
| PCA Investment Advisory Services Inc. | 1,542 | $227.2K | 0.11% | +220+16.6% | Added |
| Opes Wealth Management LLC | 1,546 | $227.7K | 0.04% | −64−4.0% | Reduced |
| Slocum, Gordon & Co LLP | 1,547 | $227.8K | 0.09% | 00.0% | Unchanged |
| Advisor Resource Council | 1,548 | $228.0K | 0.10% | +1,548 | New |
| Talon Private Wealth, LLC | 1,548 | $228.0K | 0.05% | +1,548 | New |
| Sage Capital Management, LLC | 1,550 | $228.3K | 0.11% | 00.0% | Unchanged |
| Magnolia Capital Advisors LLC | 1,553 | $228.7K | 0.11% | +135+9.5% | Added |
| Rise Advisors, LLC | 1,554 | $228.9K | 0.11% | −170−9.9% | Reduced |
| Penbrook Management LLC | 1,555 | $229.0K | 0.15% | 00.0% | Unchanged |
| 4J Wealth Management LLC | 1,562 | $230.0K | 0.18% | 00.0% | Unchanged |
| Longview Financial Advisors, Inc. | 1,564 | $230.3K | 0.17% | −15−0.9% | Reduced |
| Grant/GrossMendelsohn, LLC | 1,565 | $230.4K | 0.10% | +44+2.9% | Added |
| H&H Retirement Design & Management INC | 1,571 | $232.0K | 0.14% | 00.0% | Unchanged |
| Armstrong Henry H Associates Inc | 1,578 | $232.4K | 0.02% | −100−6.0% | Reduced |
| Lifeworks Advisors, LLC | 1,580 | $232.7K | 0.05% | +1,580 | New |
| Fonville Wealth Management LLC | 1,584 | $233.3K | 0.08% | +1,584 | New |
| Lockerman Financial Group, Inc. | 1,590 | $234.2K | 0.40% | −456−22.3% | Reduced |
| Websterrogers Financial Advisors, LLC | 1,593 | $234.7K | 0.08% | +4+0.3% | Added |
| Wealthstream Advisors, Inc. | 1,594 | $234.7K | 0.04% | −42−2.6% | Reduced |
| Northwest Financial Advisors | 1,595 | $234.9K | 0.19% | +1+0.1% | Added |
| Ade, LLC | 1,595 | $234.9K | 0.14% | −440−21.6% | Reduced |
| Peterson Wealth Services | 1,597 | $235.2K | 0.08% | +1,597 | New |
| Financial Enhancement Group LLC | 1,533 | $235.3K | 0.05% | +186+13.8% | Added |