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 |
|---|---|---|---|---|---|
| Unique Wealth, LLC | 1,599 | $235.5K | 0.05% | −14−0.9% | Reduced |
| Gordian Advisors LLC | 1,600 | $235.6K | 0.19% | +1,600 | New |
| LRT Capital Management, LLC | 1,602 | $235.9K | 0.22% | −1,190−42.6% | Reduced |
| Sterling Financial Planning, Inc. | 1,604 | $236.2K | 0.09% | 00.0% | Unchanged |
| Westshore Wealth, LLC | 1,604 | $236.2K | 0.10% | +1+0.1% | Added |
| G2 Capital Management, LLC | 1,606 | $236.5K | 0.07% | 00.0% | Unchanged |
| Payden & Rygel | 1,610 | $237.0K | 0.02% | 00.0% | Unchanged |
| Allstate Corp | 1,617 | $238.1K | 0.02% | −4,376−73.0% | Reduced |
| Raub Brock Capital Management LP | 1,622 | $238.9K | 0.05% | +7+0.4% | Added |
| Northwest Capital Management Inc | 1,627 | $239.6K | 0.09% | 00.0% | Unchanged |
| Clayton Financial Group LLC | 1,627 | $239.6K | 0.09% | +1,627 | New |
| Demars Financial Group, LLC | 1,628 | $239.8K | 0.11% | −3−0.2% | Reduced |
| Bigelow Investment Advisors, LLC | 1,630 | $240.1K | 0.11% | −161−9.0% | Reduced |
| Acorn Financial Advisory Services Inc | 1,631 | $240.3K | 0.04% | −62−3.7% | Reduced |
| FSA Wealth Management LLC | 1,632 | $240.4K | 0.10% | +1,632 | New |
| Blue Chip Partners, Inc. | 1,632 | $240.4K | 0.02% | −21−1.3% | Reduced |
| Rakuten Securities, Inc. | 1,633 | $240.5K | 0.10% | −160−8.9% | Reduced |
| BCGM Wealth Management, LLC | 1,638 | $241.2K | 0.08% | +76+4.9% | Added |
| Pictet North America Advisors SA | 1,645 | $242.3K | 0.02% | −50,089−96.8% | Reduced |
| Reliant Investment Management, LLC | 1,648 | $242.7K | 0.11% | +79+5.0% | Added |
| Bluesphere Advisors, LLC | 1,649 | $242.9K | 0.12% | +1+0.1% | Added |
| First Wilshire Securities Management Inc | 1,650 | $243.0K | 0.07% | 00.0% | Unchanged |
| Landaas & Co | 1,648 | $243.0K | 0.07% | 00.0% | Unchanged |
| Strategic Wealth Designers | 1,624 | $243.1K | 0.03% | −423−20.7% | Reduced |
| Hofer & Associates. Inc | 1,652 | $243.3K | 0.17% | +138+9.1% | Added |
| Smith & Howard Wealth Management, LLC | 1,653 | $243.4K | 0.07% | 00.0% | Unchanged |
| Shira Ridge Wealth Management | 1,654 | $243.6K | 0.12% | −424−20.4% | Reduced |
| Benchmark Investment Advisors LLC | 1,660 | $244.5K | 0.17% | −685−29.2% | Reduced |
| Symmetry Partners, LLC | 1,662 | $244.7K | 0.06% | −10,822−86.7% | Reduced |
| Ballast, Inc. | 1,665 | $245.2K | 0.07% | −27−1.6% | Reduced |
| Obsidian Personal Planning Solutions LLC | 1,649 | $245.4K | 0.13% | −8−0.5% | Reduced |
| Keystone Financial Services | 1,673 | $246.4K | 0.10% | −280−14.3% | Reduced |
| Leslie Global Wealth, LLC | 1,673 | $246.4K | 0.12% | −201−10.7% | Reduced |
| Private Advisory Group LLC | 1,675 | $246.6K | 0.03% | +1,675 | New |
| Am Investment Strategies LLC | 6,433 | $247.0K | 0.06% | −68−1.0% | Reduced |
| Carrera Capital Advisors | 1,682 | $247.7K | 0.06% | +20+1.2% | Added |
| Beech Hill Advisors, Inc. | 1,683 | $247.9K | 0.09% | −400−19.2% | Reduced |
| Stone Point Wealth LLC | 1,688 | $248.6K | 0.08% | 00.0% | Unchanged |
| Petra Financial Advisors Inc | 1,688 | $248.6K | 0.16% | +1,688 | New |
| Well Done, LLC | 1,690 | $248.9K | 0.05% | −2,843−62.7% | Reduced |
| Constitution Capital LLC | 1,691 | $249.0K | 0.13% | −2,785−62.2% | Reduced |
| Family Investment Center, Inc. | 1,693 | $249.3K | 0.06% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 1,693 | $249.3K | 0.12% | −2,550−60.1% | Reduced |
| Bishop & Co Investment Management, LLC | 1,697 | $250.0K | 0.10% | 00.0% | Unchanged |
| Seneca Financial Advisors LLC | 1,698 | $250.1K | 0.12% | 00.0% | Unchanged |
| Private Client Services, LLC | 1,698 | $250.1K | 0.13% | +46+2.8% | Added |
| Bank of Nova Scotia Trust Co | 1,700 | $250.4K | 0.03% | −16−0.9% | Reduced |
| Sykon Capital LLC | 1,700 | $250.4K | 0.09% | 00.0% | Unchanged |
| Jupiter Wealth Management LLC | 1,700 | $250.4K | 0.13% | +1,000+142.9% | Added |
| Clark Asset Management, LLC | 1,702 | $250.6K | 0.05% | +1,702 | New |
| Advance Capital Management, Inc. | 1,704 | $250.9K | 0.01% | −87−4.9% | Reduced |
| Accelerate Investment Advisors LLC | 1,709 | $251.7K | 0.25% | +1,709 | New |
| Reynders McVeigh Capital Management, LLC | 1,712 | $252.0K | 0.01% | +192+12.6% | Added |
| AIMZ Investment Advisors, LLC | 1,711 | $252.0K | 0.09% | +327+23.6% | Added |
| Strategic Financial Concepts, LLC | 1,713 | $252.3K | 0.08% | −256,330−99.3% | Reduced |
| Paces Ferry Wealth Advisors, LLC | 1,716 | $252.7K | 0.15% | −738−30.1% | Reduced |
| Southern Capital Advisors, LLC | 1,721 | $253.4K | 0.14% | −832−32.6% | Reduced |
| RF&L Wealth Management, LLC | 1,725 | $254.0K | 0.18% | 00.0% | Unchanged |
| Optivise Advisory Services LLC | 1,730 | $254.8K | 0.13% | −841−32.7% | Reduced |
| HHM Wealth Advisors, LLC | 1,735 | $255.5K | 0.04% | −367−17.5% | Reduced |
| Investment Advisory Group, LLC | 1,738 | $255.9K | 0.09% | +36+2.1% | Added |
| Verus Financial Partners, Inc. | 1,710 | $256.0K | 0.03% | −49−2.8% | Reduced |
| Gunn & Co Investment Management, Inc. | 1,740 | $256.3K | 0.18% | −13,603−88.7% | Reduced |
| Allegiance Financial Group Advisory Services LLC | 1,743 | $256.7K | 0.09% | −96−5.2% | Reduced |
| Arbor Investment Advisors, LLC | 1,744 | $256.9K | 0.03% | 00.0% | Unchanged |
| International Private Wealth Advisors LLC | 1,746 | $257.1K | 0.38% | −59−3.3% | Reduced |
| Axiom Financial Strategies, LLC | 1,748 | $257.4K | 0.14% | +1,748 | New |
| Osterweis Capital Management Inc | 1,750 | $257.7K | 0.01% | −140−7.4% | Reduced |
| BCM Advisors, LLC | 1,679 | $258.5K | 0.06% | −35−2.0% | Reduced |
| Ridgepath Capital Management LLC | 1,756 | $258.6K | 0.21% | +20+1.2% | Added |
| Planning Alternatives Ltd | 1,763 | $259.6K | 0.04% | −22−1.2% | Reduced |
| Strait & Sound Wealth Management LLC | 1,763 | $259.6K | 0.13% | −1,938−52.4% | Reduced |
| Worth Asset Management, LLC | 1,764 | $259.8K | 0.14% | 00.0% | Unchanged |
| Luts & Greenleigh Group, Inc | 1,765 | $260.0K | 0.25% | −457−20.6% | Reduced |
| Mascoma Wealth Management LLC | 1,766 | $260.1K | 0.06% | 00.0% | Unchanged |
| Northwest Wealth Management, LLC | 1,766 | $260.1K | 0.06% | −118−6.3% | Reduced |
| Next Capital Management LLC | 1,768 | $260.4K | 0.11% | −244−12.1% | Reduced |
| West Wealth Group, LLC | 1,770 | $260.6K | 0.08% | +1,770 | New |
| M3 Advisory Group, LLC | 1,772 | $260.9K | 0.19% | −32−1.8% | Reduced |
| Liberty Capital Management, Inc. | 1,780 | $262.1K | 0.06% | −279−13.6% | Reduced |
| Seven Mile Advisory | 1,784 | $262.7K | 0.17% | −400−18.3% | Reduced |
| Capital Advisors, Ltd. LLC | 1,784 | $263.0K | 0.03% | +171+10.6% | Added |
| Heritage Wealth Management, Inc. | 1,788 | $263.3K | 0.24% | −24−1.3% | Reduced |
| Kendall Capital Management | 1,788 | $263.3K | 0.08% | 00.0% | Unchanged |
| Gould Asset Management LLC | 1,788 | $263.3K | 0.06% | +1,788 | New |
| Investors Research Corp | 1,789 | $263.5K | 0.06% | 00.0% | Unchanged |
| Fragasso Group Inc. | 1,790 | $263.6K | 0.02% | +236+15.2% | Added |
| Tandem Investment Advisors, Inc. | 1,793 | $264.0K | 0.01% | +1,793 | New |
| Transatlantique Private Wealth LLC | 1,793 | $264.1K | 0.10% | 00.0% | Unchanged |
| Insight Advisors, LLC | 1,794 | $264.2K | 0.05% | −68−3.7% | Reduced |
| Christensen, King & Associates Investment Services, Inc. | 1,795 | $264.4K | 0.12% | 00.0% | Unchanged |
| SCP Investment, LP | 1,800 | $265.1K | 0.19% | −3,000−62.5% | Reduced |
| Legacy Financial Strategies, LLC | 1,806 | $266.0K | 0.06% | +1,806 | New |
| REDW Wealth LLC | 1,808 | $266.3K | 0.07% | +105+6.2% | Added |
| Affinity Investment Advisors, LLC | 1,808 | $266.3K | 0.18% | −70−3.7% | Reduced |
| BlueChip Wealth Advisors LLC | 1,816 | $267.2K | 0.14% | +22+1.2% | Added |
| Vawter Financial, Ltd. | 1,817 | $267.5K | 0.16% | +200+12.4% | Added |
| First Fiduciary Investment Counsel, Inc. | 1,823 | $268.0K | 0.05% | 00.0% | Unchanged |
| Ariston Services Group | 1,820 | $268.0K | 0.23% | 00.0% | Unchanged |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 1,821 | $268.2K | 0.10% | 00.0% | Unchanged |