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 |
|---|---|---|---|---|---|
| Wolff Wiese Magana LLC | 1,821 | $268.2K | 0.18% | +37+2.1% | Added |
| Lester Murray Antman dba SimplyRich | 1,832 | $269.0K | 0.07% | 00.0% | Unchanged |
| Acorns Advisers, LLC | 1,828 | $269.0K | 0.00% | +1,828 | New |
| Eagle Strategies LLC | 1,833 | $269.9K | 0.05% | +133+7.8% | Added |
| Burt Wealth Advisors | 1,835 | $270.2K | 0.07% | −71−3.7% | Reduced |
| Foster Dykema Cabot & Partners, LLC | 1,835 | $270.2K | 0.02% | +1,108+152.4% | Added |
| Hilton Capital Management, LLC | 1,837 | $270.5K | 0.02% | −606−24.8% | Reduced |
| Vivaldi Capital Management, LLC | 1,842 | $271.3K | 0.08% | +23+1.3% | Added |
| KKM Financial LLC | 1,843 | $271.4K | 0.13% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 1,845 | $271.7K | 0.03% | −24−1.3% | Reduced |
| Riverview Trust Co | 1,845 | $271.7K | 0.24% | −186−9.2% | Reduced |
| AAFCPAs Wealth Management, LLC | 1,846 | $271.9K | 0.14% | −458−19.9% | Reduced |
| Voisard Asset Management Group, Inc. | 1,850 | $272.4K | 0.11% | +196+11.9% | Added |
| Focused Wealth Management, Inc | 1,856 | $273.4K | 0.04% | +14+0.8% | Added |
| Terril Brothers, Inc. | 1,861 | $274.1K | 0.09% | −182−8.9% | Reduced |
| Orion Investment Co | 1,868 | $275.1K | 0.11% | 00.0% | Unchanged |
| Kennedy Investment Group | 1,868 | $275.1K | 0.13% | +10+0.5% | Added |
| Martel Wealth Advisors Inc | 1,830 | $275.9K | 0.06% | 00.0% | Unchanged |
| Yarger Wealth Strategies, LLC | 1,874 | $275.9K | 0.15% | +28+1.5% | Added |
| Jacobsen Capital Management | 1,878 | $276.6K | 0.12% | −161−7.9% | Reduced |
| Franklin, Parlapiano, Turner & Welch, LLC | 1,880 | $276.9K | 0.07% | 00.0% | Unchanged |
| WealthBridge Capital Management, LLC | 1,883 | $277.3K | 0.08% | −74−3.8% | Reduced |
| Park Edge Advisors, LLC | 1,885 | $277.7K | 0.08% | 00.0% | Unchanged |
| MBB Public Markets I LLC | 1,890 | $278.3K | 0.02% | −122,930−98.5% | Reduced |
| Tilia Fiduciary Partners, Inc. | 1,895 | $279.1K | 0.19% | +134+7.6% | Added |
| Theory Financial LLC | 1,877 | $279.3K | 0.12% | 00.0% | Unchanged |
| Fiduciary Planning LLC | 1,899 | $279.6K | 0.09% | +19+1.0% | Added |
| GDS Wealth Management | 1,900 | $279.8K | 0.03% | −603−24.1% | Reduced |
| N.E.W. Advisory Services LLC | 1,900 | $279.8K | 0.03% | +471+33.0% | Added |
| KWB Wealth | 1,791 | $280.2K | 0.04% | 00.0% | Unchanged |
| Sunburst Financial Group, LLC | 1,907 | $280.9K | 0.07% | +13+0.7% | Added |
| Renasant Bank | 1,910 | $281.3K | 0.19% | +320+20.1% | Added |
| Opal Wealth Advisors, LLC | 1,911 | $281.4K | 0.09% | −323−14.5% | Reduced |
| Brass Tax Wealth Management, Inc | 1,913 | $281.8K | 0.06% | +417+27.9% | Added |
| CGC Financial Services, LLC | 1,916 | $282.2K | 0.11% | +2+0.1% | Added |
| Sonata Capital Group Inc | 1,920 | $283.0K | 0.12% | −58−2.9% | Reduced |
| Kohmann Bosshard Financial Services, LLC | 1,925 | $283.5K | 0.04% | −324−14.4% | Reduced |
| Black Diamond Financial, LLC | 1,926 | $283.7K | 0.05% | +3+0.2% | Added |
| Texas Capital Bancshares Inc | 1,928 | $283.9K | 0.11% | −11−0.6% | Reduced |
| AllSquare Wealth Management LLC | 1,928 | $283.9K | 0.16% | 00.0% | Unchanged |
| Claris Advisors, LLC | 1,932 | $284.5K | 0.12% | 00.0% | Unchanged |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 1,938 | $285.4K | 0.00% | +52+2.8% | Added |
| Archetype Wealth Partners | 1,941 | $286.0K | 0.04% | +9+0.5% | Added |
| Henshaw Capital LLC | 1,945 | $286.4K | 0.01% | 00.0% | Unchanged |
| Financial Insights, Inc. | 1,950 | $287.2K | 0.09% | −82−4.0% | Reduced |
| Boomfish Wealth Group, LLC | 1,950 | $287.2K | 0.18% | +30+1.6% | Added |
| Broadleaf Partners, LLC | 1,953 | $287.6K | 0.07% | 00.0% | Unchanged |
| S&T Bank | 1,956 | $288.0K | 0.08% | 00.0% | Unchanged |
| Kesler, Norman & Wride, LLC | 1,964 | $289.2K | 0.06% | +320+19.5% | Added |
| Dash Acquisitions Inc. | 1,918 | $289.3K | 0.07% | 00.0% | Unchanged |
| McLean Asset Management Corp | 1,919 | $289.3K | 0.09% | −31−1.6% | Reduced |
| Heritage Wealth Management, Inc./Texas | 1,965 | $289.4K | 0.17% | +3+0.2% | Added |
| Dynamic Wealth Strategies, LLC | 1,978 | $291.0K | 0.24% | −6−0.3% | Reduced |
| Adamsbrown Wealth Consultants LLC | 1,986 | $292.5K | 0.10% | −67−3.3% | Reduced |
| Source Financial Advisors LLC | 1,991 | $293.3K | 0.09% | −167−7.7% | Reduced |
| Armbruster Capital Management, Inc. | 1,992 | $293.4K | 0.06% | +97+5.1% | Added |
| Cahill Financial Advisors Inc | 1,993 | $293.5K | 0.04% | −68−3.3% | Reduced |
| Gentry Private Wealth, LLC | 1,995 | $293.8K | 0.24% | +17+0.9% | Added |
| Blackston Financial Advisory Group, LLC | 2,000 | $294.5K | 0.15% | +2,000 | New |
| Marks Group Wealth Management, Inc | 2,003 | $294.9K | 0.03% | −101−4.8% | Reduced |
| Koss-Olinger Consulting, LLC | 2,003 | $295.0K | 0.03% | −32−1.6% | Reduced |
| Capital Markets Trading UK LLP | 2,012 | $296.0K | 0.27% | +2,012 | New |
| Maiden Cove Capital, LLC | 2,011 | $296.1K | 0.46% | +2,011 | New |
| KFG Wealth Management, LLC | 2,013 | $296.5K | 0.06% | +203+11.2% | Added |
| Watershed Private Wealth LLC | 2,017 | $297.1K | 0.12% | −10.0% | Reduced |
| Goldstein Advisors, LLC | 2,018 | $297.2K | 0.05% | −34−1.7% | Reduced |
| Acorn Wealth Advisors, LLC | 2,023 | $298.0K | 0.13% | +39+2.0% | Added |
| Wetzel Investment Advisors, Inc. | 2,024 | $298.1K | 0.15% | +10.0% | Added |
| IVC Wealth Advisors LLC | 2,024 | $298.1K | 0.16% | −13−0.6% | Reduced |
| First Citizens Financial Corp | 2,028 | $298.7K | 0.16% | −10−0.5% | Reduced |
| Prepared Retirement Institute LLC | 2,030 | $299.0K | 0.18% | −175−7.9% | Reduced |
| MB, Levis & Associates, LLC | 2,031 | $299.2K | 0.15% | +10+0.5% | Added |
| Willner & Heller, LLC | 2,032 | $299.2K | 0.27% | −15−0.7% | Reduced |
| Gratus Wealth Advisors, LLC | 1,985 | $300.0K | 0.05% | 00.0% | Unchanged |
| Patriot Investment Management Inc. | 2,037 | $300.0K | 0.02% | 00.0% | Unchanged |
| Slow Capital, Inc. | 2,041 | $300.6K | 0.05% | +41+2.1% | Added |
| Palisades Hudson Asset Management, L.P. | 2,044 | $301.0K | 0.13% | −18−0.9% | Reduced |
| Falcon Wealth Planning | 2,049 | $301.8K | 0.04% | −62−2.9% | Reduced |
| Meridian Wealth Partners, LLC | 2,051 | $302.1K | 0.05% | −399−16.3% | Reduced |
| Walker Financial Services, Inc. | 2,053 | $302.3K | 0.20% | +213+11.6% | Added |
| New Covenant Trust Company, N.A. | 2,078 | $302.3K | 0.29% | 00.0% | Unchanged |
| Norris Perne & French LLP | 2,055 | $302.7K | 0.02% | −306−13.0% | Reduced |
| Biltmore Family Office, LLC | 2,062 | $303.6K | 0.05% | +181+9.6% | Added |
| Smart Portfolios, LLC | 2,075 | $305.6K | 0.31% | 00.0% | Unchanged |
| James J. Burns & Company, LLC | 2,074 | $306.0K | 0.06% | +77+3.9% | Added |
| Unionview, LLC | 2,079 | $306.2K | 0.24% | +12+0.6% | Added |
| ShoreHaven Wealth Partners, LLC | 2,079 | $306.2K | 0.15% | −218−9.5% | Reduced |
| Castleview Partners, LLC | 2,081 | $306.5K | 0.18% | −218−9.5% | Reduced |
| Fortem Financial Group, LLC | 2,083 | $306.7K | 0.12% | −873−29.5% | Reduced |
| Financial Perspectives, Inc | 2,084 | $306.9K | 0.11% | 00.0% | Unchanged |
| Community Bank of Raymore | 2,087 | $307.4K | 0.23% | 00.0% | Unchanged |
| Keeler & Nadler Financial Planning & Wealth Management | 2,087 | $307.4K | 0.15% | −13−0.6% | Reduced |
| Bell Investment Advisors, Inc | 2,091 | $307.9K | 0.06% | −814−28.0% | Reduced |
| Thrive Capital Management, LLC | 2,092 | $308.1K | 0.15% | −320−13.3% | Reduced |
| First International Bank & Trust | 2,096 | $308.7K | 0.10% | +203+10.7% | Added |
| FreeGulliver LLC | 2,098 | $309.0K | 0.18% | +383+22.3% | Added |
| Campbell Wealth Management | 2,100 | $309.0K | 0.03% | +2,100 | New |
| Wooster Corthell Wealth Management, Inc. | 2,117 | $311.8K | 0.07% | 00.0% | Unchanged |
| Rede Wealth, LLC | 2,121 | $312.4K | 0.12% | +10.0% | Added |
| RIA Advisory Group LLC | 2,123 | $312.7K | 0.11% | +2,123 | New |