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 |
|---|---|---|---|---|---|
| Loomis Sayles & Co L P | 2,413 | $355.0K | 0.00% | +163+7.2% | Added |
| D L Carlson Investment Group Inc | 2,412 | $355.2K | 0.06% | −1,014−29.6% | Reduced |
| Investment Partners Asset Management, Inc. | 2,414 | $355.6K | 0.29% | −100−4.0% | Reduced |
| Silver Lake Advisory, LLC | 2,417 | $356.0K | 0.15% | +28+1.2% | Added |
| Acima Private Wealth, LLC | 2,421 | $356.5K | 0.12% | 00.0% | Unchanged |
| Power Wealth Management LLC | 2,424 | $357.0K | 0.15% | +261+12.1% | Added |
| Blossom Wealth Management | 2,428 | $357.6K | 0.72% | +210+9.5% | Added |
| Private Wealth Advisors | 2,389 | $357.6K | 0.15% | +25+1.1% | Added |
| Alliance Wealth Management Group | 2,430 | $357.9K | 0.10% | 00.0% | Unchanged |
| Western Financial Corp | 2,430 | $357.9K | 0.20% | +10+0.4% | Added |
| Alliance Wealth Advisors, LLC | 2,430 | $357.9K | 0.21% | +10+0.4% | Added |
| RTD Financial Advisors, Inc. | 2,447 | $360.4K | 0.05% | −713−22.6% | Reduced |
| Atom Investors LP | 2,447 | $360.4K | 0.04% | +2,447 | New |
| Gries Financial LLC | 2,455 | $361.5K | 0.07% | −572−18.9% | Reduced |
| Lesa Sroufe & Co | 2,458 | $362.0K | 0.34% | 00.0% | Unchanged |
| Meridian Financial, LLC | 2,459 | $362.2K | 0.24% | −10.0% | Reduced |
| Kaizen Financial Strategies | 2,463 | $362.8K | 0.21% | +2,463 | New |
| Lewis Asset Management, LLC | 2,464 | $362.9K | 0.26% | +255+11.5% | Added |
| Roman Butler Fullerton & Co | 2,457 | $363.0K | 0.11% | −52−2.1% | Reduced |
| David R. Rahn & Associates Inc. | 2,470 | $363.8K | 0.11% | −621−20.1% | Reduced |
| Algert Global LLC | 2,470 | $363.8K | 0.01% | +2,470 | New |
| Activest Wealth Management | 2,477 | $364.8K | 0.11% | +336+15.7% | Added |
| Total Investment Management Inc | 2,491 | $366.9K | 0.04% | +69+2.8% | Added |
| SRS Capital Advisors, Inc. | 2,497 | $367.7K | 0.03% | −47−1.8% | Reduced |
| Juncture Wealth Strategies, LLC | 2,503 | $368.6K | 0.14% | +750+42.8% | Added |
| RS Crum Inc. | 2,509 | $369.5K | 0.09% | +38+1.5% | Added |
| Archvest Wealth Advisors, Inc. | 2,512 | $370.0K | 0.24% | +94+3.9% | Added |
| Verdad Advisers, LP | 2,518 | $370.8K | 0.50% | +2,518 | New |
| Financial Security Advisor, Inc. | 2,519 | $370.9K | 0.09% | +212+9.2% | Added |
| WESCAP Management Group, Inc. | 2,519 | $371.0K | 0.09% | +220+9.6% | Added |
| Rocky Mountain Advisers, LLC | 2,527 | $372.2K | 0.11% | 00.0% | Unchanged |
| First National Bank | 2,527 | $372.2K | 0.26% | +194+8.3% | Added |
| Novak & Powell Financial Services, Inc. | 2,542 | $374.3K | 0.22% | −108−4.1% | Reduced |
| Lane & Associates LLC | 2,546 | $375.0K | 0.20% | +51+2.0% | Added |
| US Asset Management LLC | 2,360 | $375.0K | 0.33% | −39−1.6% | Reduced |
| Old North State Trust, LLC | 2,549 | $375.0K | 0.30% | +381+17.6% | Added |
| Midwest Heritage Bank, FSB | 2,548 | $375.3K | 0.18% | −82−3.1% | Reduced |
| Susquehanna International Group Ltd. | 2,552 | $375.8K | 0.08% | +2,552 | New |
| Valley National Advisers Inc | 2,560 | $377.0K | 0.07% | −659−20.5% | Reduced |
| Madison Wealth Partners, Inc | 2,564 | $377.7K | 0.11% | 00.0% | Unchanged |
| Proactive Wealth Strategies LLC | 2,570 | $378.0K | 0.21% | +2,570 | New |
| Arkfeld Wealth Strategies, L.L.C. | 2,509 | $378.3K | 0.18% | +113+4.7% | Added |
| Entropy Technologies, LP | 2,577 | $379.5K | 0.04% | +2,577 | New |
| Front Row Advisors LLC | 2,578 | $379.7K | 0.14% | −8,293−76.3% | Reduced |
| NWK Group, Inc. | 2,585 | $380.7K | 0.15% | 00.0% | Unchanged |
| LWM Advisory Services, LLC | 2,585 | $380.7K | 0.28% | +343+15.3% | Added |
| OMNI 360 Wealth, Inc. | 2,587 | $381.0K | 0.26% | −11−0.4% | Reduced |
| Manchester Financial Inc | 2,589 | $381.2K | 0.08% | +93+3.7% | Added |
| Corton Capital Inc. | 2,594 | $382.0K | 0.19% | +2,594 | New |
| Washburn Capital Management, Inc. | 2,600 | $382.9K | 0.27% | −105−3.9% | Reduced |
| MMBG Investment Advisors Co. | 2,600 | $382.9K | 0.04% | 00.0% | Unchanged |
| Richardson Financial Services Inc. | 2,456 | $383.5K | 0.24% | +75+3.1% | Added |
| Berry Wealth Group, LP | 2,605 | $383.6K | 0.27% | +236+10.0% | Added |
| Baker Boyer National Bank | 2,605 | $383.6K | 0.13% | +17+0.7% | Added |
| Warther Private Wealth, LLC | 2,606 | $383.8K | 0.14% | −900−25.7% | Reduced |
| Northstar Advisory Group, LLC | 2,606 | $383.8K | 0.20% | −32−1.2% | Reduced |
| Summit Financial Strategies, Inc. | 2,609 | $384.2K | 0.04% | −13−0.5% | Reduced |
| Silvant Capital Management LLC | 2,615 | $385.1K | 0.02% | 00.0% | Unchanged |
| Brogan Financial, Inc. | 2,618 | $385.5K | 0.22% | +25+1.0% | Added |
| Princeton Capital Management LLC | 2,618 | $385.6K | 0.12% | −81−3.0% | Reduced |
| Gilman Hill Asset Management, LLC | 2,627 | $386.9K | 0.06% | −50−1.9% | Reduced |
| Vista Capital Partners, Inc. | 2,628 | $387.0K | 0.04% | −66−2.4% | Reduced |
| Towercrest Capital Management | 2,635 | $388.1K | 0.06% | 00.0% | Unchanged |
| Kelly Financial Services LLC | 2,648 | $390.0K | 0.14% | +253+10.6% | Added |
| Phraction Management LLC | 2,650 | $390.3K | 0.14% | 00.0% | Unchanged |
| Smart Money Group LLC | 2,626 | $390.8K | 0.14% | −10.0% | Reduced |
| Strategic Financial Services, Inc, | 2,658 | $391.4K | 0.02% | −250−8.6% | Reduced |
| Nicholson Wealth Management Group, LLC | 2,661 | $391.9K | 0.32% | +2,661 | New |
| Apollon Financial, LLC | 2,661 | $391.9K | 0.12% | +44+1.7% | Added |
| Acorn Creek Capital LLC | 2,664 | $392.4K | 0.21% | −48−1.8% | Reduced |
| Princeton Global Asset Management LLC | 2,665 | $392.4K | 0.08% | −8−0.3% | Reduced |
| EWG Elevate Inc. | 2,666 | $392.6K | 0.16% | +888+49.9% | Added |
| Aua Capital Management, LLC | 2,666 | $392.6K | 0.23% | −60−2.2% | Reduced |
| Paragon Capital Management Ltd | 2,666 | $392.7K | 0.08% | +8+0.3% | Added |
| Lakeshore Financial Planning, Inc. | 2,669 | $393.1K | 0.17% | 00.0% | Unchanged |
| Taylor Hoffman Capital Management LLC | 2,642 | $393.2K | 0.15% | +2,642 | New |
| Heirloom Wealth Management | 2,676 | $394.1K | 0.12% | +39+1.5% | Added |
| Zega Financial, LLC | 2,685 | $395.4K | 0.13% | +153+6.0% | Added |
| DLK Investment Management, LLC | 2,693 | $396.6K | 0.15% | 00.0% | Unchanged |
| MN Wealth Advisors, LLC | 568 | $397.1K | 0.23% | −58−9.3% | Reduced |
| Prairie Sky Financial Group LLC | 2,696 | $397.1K | 0.23% | 00.0% | Unchanged |
| Schubert & Co | 2,700 | $397.6K | 0.28% | +226+9.1% | Added |
| VPR Management LLC | 2,700 | $397.6K | 0.14% | +2,700 | New |
| WealthTrust Asset Management, LLC | 2,708 | $398.8K | 0.30% | +648+31.5% | Added |
| Buckingham Capital Management, Inc. | 2,714 | $399.8K | 0.05% | +10.0% | Added |
| Blueprint Investment Partners LLC | 2,717 | $400.1K | 0.07% | −2,782−50.6% | Reduced |
| Global X Japan Co., Ltd. | 2,721 | $400.7K | 0.05% | +116+4.5% | Added |
| KPP Advisory Services LLC | 2,725 | $401.3K | 0.10% | −88−3.1% | Reduced |
| Safeguard Financial, LLC | 2,726 | $401.4K | 0.09% | +349+14.7% | Added |
| Sym Financial Corp | 2,729 | $402.0K | 0.05% | −137−4.8% | Reduced |
| Stillwater Capital Advisors, LLC | 2,732 | $402.3K | 0.05% | +2,732 | New |
| Fortis Capital Advisors, LLC | 2,734 | $402.7K | 0.13% | −285−9.4% | Reduced |
| Atwater Malick LLC | 2,755 | $405.7K | 0.13% | 00.0% | Unchanged |
| Guidance Capital, Inc | 2,694 | $406.1K | 0.13% | −1,128−29.5% | Reduced |
| Morris Retirement Advisors, LLC | 2,758 | $406.2K | 0.22% | −122−4.2% | Reduced |
| Blue Edge Capital, LLC | 2,760 | $406.5K | 0.06% | +60+2.2% | Added |
| CJM Wealth Advisers, Ltd. | 2,761 | $406.7K | 0.14% | 00.0% | Unchanged |
| Cannon Advisors, Inc. | 2,796 | $406.8K | 0.33% | +2,796 | New |
| TFB Advisors LLC | 2,774 | $408.5K | 0.12% | −371−11.8% | Reduced |
| Sentinus, LLC | 2,774 | $408.5K | 0.15% | −213−7.1% | Reduced |