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 |
|---|---|---|---|---|---|
| Partners in Financial Planning | 2,124 | $312.8K | 0.06% | 00.0% | Unchanged |
| Nadler Financial Group, Inc. | 2,125 | $313.0K | 0.03% | +8+0.4% | Added |
| Meixler Investment Management, Ltd. | 2,126 | $313.1K | 0.23% | −140−6.2% | Reduced |
| Security National Bank of Sioux City Iowa | 2,129 | $313.5K | 0.19% | +256+13.7% | Added |
| Compass Financial Group, INC | 2,131 | $313.9K | 0.06% | +11+0.5% | Added |
| Hoxton Planning & Management, LLC | 2,136 | $314.5K | 0.12% | +638+42.6% | Added |
| Edmonds Duncan Registered Investment Advisors, LLC | 2,141 | $315.3K | 0.07% | +13+0.6% | Added |
| Lakeside Advisors, INC. | 2,146 | $316.0K | 0.20% | −50−2.3% | Reduced |
| GEM Asset Management, LLC | 2,093 | $316.3K | 0.18% | −200−8.7% | Reduced |
| Sierra Summit Advisors LLC | 2,150 | $316.6K | 0.07% | +311+16.9% | Added |
| Summit Wealth Partners, LLC | 2,154 | $317.2K | 0.06% | +280+14.9% | Added |
| Woodard & Co Asset Management Group Inc | 2,156 | $317.5K | 0.07% | −15,047−87.5% | Reduced |
| Diker Management LLC | 2,156 | $317.5K | 0.25% | 00.0% | Unchanged |
| Johnson Bixby & Associates, LLC | 2,158 | $317.8K | 0.05% | 00.0% | Unchanged |
| Financial Advisory Corp | 2,162 | $318.0K | 0.12% | +315+17.1% | Added |
| Crown Wealth Group, LLC | 2,165 | $318.8K | 0.14% | −33−1.5% | Reduced |
| Sequent Asset Management, LLC | 2,166 | $319.1K | 0.16% | 00.0% | Unchanged |
| Aft, Forsyth & Company, Inc. | 2,169 | $319.4K | 0.16% | 00.0% | Unchanged |
| Etfidea, LLC | 2,169 | $319.4K | 0.10% | +10.0% | Added |
| Steigerwald, Gordon & Koch Inc. | 2,170 | $319.6K | 0.03% | +205+10.4% | Added |
| waypoint wealth counsel | 2,170 | $319.6K | 0.22% | −218−9.1% | Reduced |
| Migdal Insurance & Financial Holdings Ltd. | 2,170 | $320.0K | 0.01% | 00.0% | Unchanged |
| Beddow Capital Management Inc | 2,175 | $320.0K | 0.13% | +150+7.4% | Added |
| Krane Funds Advisors LLC | 2,173 | $320.0K | 0.01% | +2,173 | New |
| Matisse Capital | 2,173 | $320.0K | 0.16% | +4+0.2% | Added |
| Denver Wealth Management, Inc. | 2,175 | $320.3K | 0.15% | −240−9.9% | Reduced |
| WFA of San Diego, LLC | 2,179 | $320.9K | 0.27% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 2,187 | $322.1K | 0.03% | −173−7.3% | Reduced |
| Idaho Trust Bank | 2,191 | $322.7K | 0.16% | 00.0% | Unchanged |
| LWMG, LLC | 2,196 | $323.4K | 0.06% | +14+0.6% | Added |
| Solstein Capital, LLC | 2,201 | $324.1K | 0.17% | 00.0% | Unchanged |
| Great Diamond Partners, LLC | 2,203 | $324.4K | 0.08% | −1,546−41.2% | Reduced |
| Terra Nova Asset Management LLC | 2,206 | $324.9K | 0.24% | −4−0.2% | Reduced |
| Cookson Peirce & Co Inc | 2,208 | $325.2K | 0.02% | +81+3.8% | Added |
| Kathmere Capital Management, LLC | 2,212 | $325.8K | 0.03% | −547−19.8% | Reduced |
| Mason & Associates Inc | 2,215 | $326.2K | 0.08% | −148−6.3% | Reduced |
| Kuhn & Co Investment Counsel | 2,218 | $326.6K | 0.28% | −4−0.2% | Reduced |
| Wharton Business Group, LLC | 2,219 | $327.0K | 0.01% | 00.0% | Unchanged |
| Fi3 FINANCIAL ADVISORS, LLC | 2,227 | $328.0K | 0.13% | +357+19.1% | Added |
| Spinnaker Investment Group, LLC | 2,227 | $328.0K | 0.08% | +51+2.3% | Added |
| Geller Advisors LLC | 2,238 | $329.6K | 0.02% | −400−15.2% | Reduced |
| Financial Advisors, LLC | 2,239 | $329.7K | 0.06% | −36−1.6% | Reduced |
| Cambridge Financial Group, LLC | 2,239 | $329.7K | 0.14% | −168−7.0% | Reduced |
| Sequent Planning LLC | 2,240 | $329.9K | 0.11% | +112+5.3% | Added |
| Mathes Company, Inc. | 2,250 | $331.0K | 0.12% | 00.0% | Unchanged |
| Security National Bank of So Dak | 2,249 | $331.2K | 0.18% | +343+18.0% | Added |
| Prospect Financial Services LLC | 2,252 | $331.7K | 0.21% | −200−8.2% | Reduced |
| Yoder Wealth Management, Inc. | 2,257 | $332.4K | 0.20% | +49+2.2% | Added |
| Legacy Edge Advisors, LLC | 2,264 | $333.4K | 0.05% | −145−6.0% | Reduced |
| Carmel Capital Partners, LLC | 2,264 | $333.4K | 0.13% | −324−12.5% | Reduced |
| Garden State Investment Advisory Services LLC | 2,260 | $333.9K | 0.11% | −59−2.5% | Reduced |
| Sandy Cove Advisors, LLC | 2,271 | $334.4K | 0.14% | +130+6.1% | Added |
| Frisch Financial Group, Inc. | 2,273 | $335.0K | 0.10% | +14+0.6% | Added |
| Crane Advisory, LLC | 2,254 | $335.3K | 0.06% | 00.0% | Unchanged |
| Bowman & Co S.C. | 2,280 | $335.8K | 0.18% | 00.0% | Unchanged |
| Weil Company, Inc. | 2,282 | $336.1K | 0.11% | +10.0% | Added |
| O'Dell Group, LLC | 2,284 | $336.4K | 0.07% | +16+0.7% | Added |
| GFG Capital, LLC | 2,637 | $337.1K | 0.14% | −230−8.0% | Reduced |
| Grey Fox Wealth Advisors, LLC | 2,290 | $337.3K | 0.09% | −16−0.7% | Reduced |
| WESPAC Advisors, LLC | 2,290 | $337.3K | 0.25% | −5,808−71.7% | Reduced |
| JSF Financial, LLC | 2,290 | $337.3K | 0.10% | +120+5.5% | Added |
| Summit Wealth Group, LLC | 2,293 | $338.0K | 0.10% | +16+0.7% | Added |
| Richwood Investment Advisors, LLC | 2,302 | $339.1K | 0.28% | −58−2.5% | Reduced |
| West Bancorporation Inc | 2,303 | $339.2K | 0.23% | 00.0% | Unchanged |
| Instrumental Wealth, LLC | 2,235 | $339.3K | 0.33% | −3−0.1% | Reduced |
| Parisi Gray Wealth Management | 2,305 | $339.4K | 0.11% | −284−11.0% | Reduced |
| Sather Financial Group Inc | 2,308 | $339.9K | 0.02% | 00.0% | Unchanged |
| Basepoint Wealth LLC | 2,311 | $340.3K | 0.25% | +271+13.3% | Added |
| Isthmus Partners, LLC | 2,312 | $340.5K | 0.04% | 00.0% | Unchanged |
| Shayne & Co., LLC | 2,314 | $340.8K | 0.09% | 00.0% | Unchanged |
| Northwest Investment Counselors, LLC | 2,320 | $341.7K | 0.08% | −148−6.0% | Reduced |
| Essex LLC | 2,322 | $341.9K | 0.07% | −141−5.7% | Reduced |
| Northcape Wealth Management, LLC | 2,322 | $341.9K | 0.11% | +69+3.1% | Added |
| Marotta Asset Management | 2,323 | $342.1K | 0.07% | −57−2.4% | Reduced |
| Ssi Investment Management LLC | 2,327 | $342.7K | 0.03% | −2−0.1% | Reduced |
| KRS Capital Management, LLC | 2,328 | $342.8K | 0.25% | −2,130−47.8% | Reduced |
| Sara-Bay Financial | 2,331 | $343.3K | 0.14% | −703−23.2% | Reduced |
| Knightsbridge Asset Management, LLC | 2,332 | $343.4K | 0.08% | +236+11.3% | Added |
| Royal Capital Wealth Management, LLC | 2,337 | $344.2K | 0.24% | +14+0.6% | Added |
| Elser Financial Planning, Inc | 2,338 | $344.3K | 0.50% | +78+3.5% | Added |
| Summit X, LLC | 2,214 | $345.7K | 0.08% | +249+12.7% | Added |
| Altfest L J & Co Inc | 2,348 | $346.0K | 0.05% | +180+8.3% | Added |
| Austin Wealth Management, LLC | 2,290 | $346.4K | 0.08% | −53−2.3% | Reduced |
| Family Firm, Inc. | 2,353 | $346.6K | 0.08% | −247−9.5% | Reduced |
| Delos Wealth Advisors, LLC | 2,357 | $347.1K | 0.30% | +1,929+450.7% | Added |
| Vanguard Capital Wealth Advisors | 2,358 | $347.3K | 0.37% | −1,151−32.8% | Reduced |
| Verum Partners LLC | 2,361 | $347.8K | 0.10% | −78−3.2% | Reduced |
| Triton Wealth Management, PLLC | 2,335 | $348.1K | 0.20% | +10.0% | Added |
| Indie Asset Partners, LLC | 2,365 | $348.3K | 0.26% | +109+4.8% | Added |
| Kooman & Associates | 2,372 | $349.3K | 0.13% | −59−2.4% | Reduced |
| IAG Wealth Partners, LLC | 2,374 | $349.6K | 0.06% | +98+4.3% | Added |
| Clark Financial Services Group Inc | 2,382 | $350.8K | 0.32% | +4+0.2% | Added |
| Kerntke Otto McGlone Wealth Management Group | 2,384 | $351.2K | 0.29% | −21−0.9% | Reduced |
| L & S Advisors Inc | 2,390 | $352.0K | 0.04% | +811+51.4% | Added |
| Objective Capital Management, LLC | 2,396 | $352.9K | 0.21% | +2,396 | New |
| Fountainhead AM, LLC | 2,396 | $352.9K | 0.07% | −103−4.1% | Reduced |
| Triune Financial Partners, LLC | 2,401 | $353.5K | 0.11% | +26+1.1% | Added |
| Emprise Bank | 2,406 | $354.3K | 0.20% | −409−14.5% | Reduced |
| Mma Asset Management LLC | 2,102 | $354.4K | 0.09% | +182+9.5% | Added |
| Concorde Asset Management, LLC | 2,408 | $354.7K | 0.20% | −171−6.6% | Reduced |