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 |
|---|---|---|---|---|---|
| Baron Silver Stevens Financial Advisors, LLC | 2,781 | $409.6K | 0.07% | +145+5.5% | Added |
| Greenwich Wealth Management LLC | 2,786 | $410.0K | 0.03% | −80−2.8% | Reduced |
| Worth Financial Advisory Group, LLC | 2,785 | $410.2K | 0.24% | +61+2.2% | Added |
| Insight Wealth Partners, LLC | 2,797 | $411.9K | 0.25% | +879+45.8% | Added |
| Asset Advisors Investment Management, LLC | 2,799 | $412.2K | 0.04% | −982−26.0% | Reduced |
| Aufman Associates Inc | 2,801 | $412.6K | 0.27% | +1,053+60.2% | Added |
| TNF LLC | 2,745 | $412.9K | 0.15% | +10.0% | Added |
| Alliance Wealth Advisors, LLC | 2,804 | $413.0K | 0.11% | +154+5.8% | Added |
| Pinnacle Wealth Management Group, Inc. | 2,809 | $413.7K | 0.26% | −90−3.1% | Reduced |
| UMA Financial Services, Inc. | 2,801 | $413.8K | 0.07% | −48−1.7% | Reduced |
| Eukles Asset Management | 2,820 | $415.3K | 0.17% | +189+7.2% | Added |
| Lakewood Asset Management LLC | 2,823 | $415.7K | 0.28% | −396−12.3% | Reduced |
| Salomon & Ludwin, LLC | 2,831 | $416.9K | 0.04% | −1,200−29.8% | Reduced |
| Wealth Architects, LLC | 2,839 | $418.1K | 0.05% | −160−5.3% | Reduced |
| Alan B. Lancz & Associates, Inc. | 2,849 | $419.6K | 0.38% | +350+14.0% | Added |
| New England Capital Financial Advisors LLC | 2,856 | $420.6K | 0.22% | +284+11.0% | Added |
| JT Stratford LLC | 2,866 | $422.1K | 0.07% | −1,228−30.0% | Reduced |
| Total Clarity Wealth Management, Inc. | 2,871 | $422.7K | 0.14% | −273−8.7% | Reduced |
| First Dallas Securities Inc. | 2,876 | $423.6K | 0.18% | −1,041−26.6% | Reduced |
| Montz Harcus Wealth Management LLC | 2,878 | $423.9K | 0.25% | −65−2.2% | Reduced |
| Foster Group, Inc. | 2,886 | $425.0K | 0.02% | −849−22.7% | Reduced |
| Wedge Capital Management L L P | 2,887 | $425.2K | 0.01% | +120+4.3% | Added |
| Compton Financial Group, LLC | 2,887 | $425.2K | 0.13% | −100−3.3% | Reduced |
| Ritter Daniher Financial Advisory LLC | 2,897 | $426.6K | 0.12% | −350−10.8% | Reduced |
| Flynn Zito Capital Management, LLC | 2,898 | $426.8K | 0.21% | +1,569+118.1% | Added |
| First Personal Financial Services | 2,906 | $428.0K | 0.09% | +82+2.9% | Added |
| Virtue Capital Management, LLC | 2,909 | $428.4K | 0.09% | −2,941−50.3% | Reduced |
| Canandaigua National Trust Co of Florida | 2,915 | $429.3K | 0.37% | +2,915 | New |
| Harvest Investment Services, LLC | 2,915 | $429.3K | 0.14% | +256+9.6% | Added |
| Custom Index Systems, LLC | 2,916 | $429.4K | 0.23% | −46−1.6% | Reduced |
| Red Mountain Financial, LLC | 2,917 | $429.6K | 0.46% | +4+0.1% | Added |
| Balanced Wealth Group LLC | 2,932 | $431.8K | 0.19% | −238−7.5% | Reduced |
| American Trust | 2,934 | $432.1K | 0.04% | −132−4.3% | Reduced |
| Old North State Wealth Management, LLC | 2,937 | $433.3K | 0.24% | +511+21.1% | Added |
| Planning Capital Management Corp | 2,947 | $433.9K | 0.29% | −567−16.1% | Reduced |
| Legacy Capital Group California, Inc. | 2,954 | $435.1K | 0.14% | −129−4.2% | Reduced |
| Sunflower Bank, N.A. | 2,965 | $436.7K | 0.12% | +149+5.3% | Added |
| Cabot Wealth Management Inc | 2,968 | $437.1K | 0.05% | 00.0% | Unchanged |
| Ledgewood Wealth Advisors, LLC | 2,968 | $437.1K | 0.29% | 00.0% | Unchanged |
| Pettinga Financial Advisors, LLC | 2,972 | $437.7K | 0.10% | +272+10.1% | Added |
| Ferguson Shapiro LLC | 2,972 | $437.8K | 0.16% | +268+9.9% | Added |
| White Wing Wealth Management | 2,974 | $437.9K | 0.34% | +13+0.4% | Added |
| Encompass More Asset Management | 2,974 | $438.0K | 0.17% | +1,226+70.1% | Added |
| Everstar Asset Management, LLC | 2,978 | $438.6K | 0.30% | +2,978 | New |
| Revisor Wealth Management LLC | 2,979 | $438.7K | 0.27% | +127+4.5% | Added |
| Sugarloaf Wealth Management, LLC | 2,988 | $440.0K | 0.08% | 00.0% | Unchanged |
| Marathon Trading Investment Management LLC | 2,989 | $440.2K | 0.21% | −122−3.9% | Reduced |
| Caxton Associates LP | 2,994 | $440.9K | 0.02% | +2,994 | New |
| Ashford Capital Management Inc | 2,996 | $441.2K | 0.06% | 00.0% | Unchanged |
| MEMBERS Trust Co | 3,000 | $441.8K | 0.01% | +18+0.6% | Added |
| Ashton Thomas Securities, LLC | 3,001 | $442.0K | 0.09% | +748+33.2% | Added |
| Barnes Pettey Financial Advisors, LLC | 3,005 | $442.5K | 0.35% | −18−0.6% | Reduced |
| Kingdom Financial Group LLC. | 3,012 | $443.6K | 0.33% | −743−19.8% | Reduced |
| Financial Network Wealth Advisors LLC | 3,026 | $445.6K | 0.37% | −58−1.9% | Reduced |
| Candriam Luxembourg S.C.A. | 3,032 | $446.5K | 0.00% | 00.0% | Unchanged |
| Whelan Financial | 3,034 | $446.8K | 0.18% | −204−6.3% | Reduced |
| Straight Path Wealth Management | 3,044 | $448.3K | 0.19% | +62+2.1% | Added |
| Quent Capital, LLC | 3,045 | $448.3K | 0.05% | −911−23.0% | Reduced |
| Eagle Harbor Asset Management Inc | 3,046 | $448.6K | 0.44% | 00.0% | Unchanged |
| Tower Wealth Partners, Inc. | 3,052 | $449.5K | 0.26% | +109+3.7% | Added |
| Hara Capital LLC | 3,056 | $450.1K | 0.28% | −611−16.7% | Reduced |
| Chatham Capital Group, Inc. | 3,057 | $450.2K | 0.07% | +83+2.8% | Added |
| Canvas Wealth Advisors, LLC | 3,057 | $450.2K | 0.12% | +1,186+63.4% | Added |
| Running Point Capital Advisors, LLC | 3,057 | $450.2K | 0.17% | −34−1.1% | Reduced |
| Holistic Financial Partners | 3,061 | $450.8K | 0.22% | +107+3.6% | Added |
| RWM Asset Management, LLC | 3,066 | $451.5K | 0.08% | +43+1.4% | Added |
| BetterWealth, LLC | 3,070 | $452.1K | 0.13% | −20−0.6% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 3,079 | $453.4K | 0.12% | 00.0% | Unchanged |
| Granite Harbor Advisors, Inc. | 3,080 | $453.6K | 0.26% | −692−18.3% | Reduced |
| Marino, Stram & Associates LLC | 3,084 | $454.2K | 0.10% | −68−2.2% | Reduced |
| Palumbo Wealth Management LLC | 3,088 | $454.8K | 0.18% | −523−14.5% | Reduced |
| Tortoise Investment Management, LLC | 3,094 | $455.6K | 0.05% | +9+0.3% | Added |
| RWWM, Inc. | 3,099 | $456.4K | 0.04% | −327−9.5% | Reduced |
| Crown Oak Advisors, LLC | 3,100 | $456.5K | 0.25% | +36+1.2% | Added |
| MinichMacGregor Wealth Management, LLC | 3,102 | $456.8K | 0.10% | −115−3.6% | Reduced |
| Legacy Trust | 3,111 | $458.2K | 0.11% | −15−0.5% | Reduced |
| Aspen Grove Capital, LLC | 3,124 | $460.1K | 0.10% | −613−16.4% | Reduced |
| Smith Shellnut Wilson LLC | 3,126 | $460.4K | 0.21% | +10+0.3% | Added |
| W Advisors, LLC | 3,132 | $461.3K | 0.28% | −1,853−37.2% | Reduced |
| Monument Capital Management | 3,140 | $462.4K | 0.13% | −3,179−50.3% | Reduced |
| ROI Financial Advisors, LLC | 3,140 | $462.4K | 0.32% | −192−5.8% | Reduced |
| Carlson Capital Management | 3,144 | $463.0K | 0.02% | +1,525+94.2% | Added |
| Capstone Financial Advisors, Inc. | 3,145 | $463.1K | 0.03% | +23+0.7% | Added |
| Abacus Wealth Partners, LLC | 3,146 | $463.3K | 0.07% | −577−15.5% | Reduced |
| One Degree Advisors Inc | 3,194 | $464.0K | 0.20% | 00.0% | Unchanged |
| Leisure Capital Management | 3,152 | $464.2K | 0.20% | −1,056−25.1% | Reduced |
| Probity Advisors, Inc. | 3,154 | $464.5K | 0.09% | −79−2.4% | Reduced |
| Midwest Financial Group LLC | 3,163 | $466.0K | 0.27% | −51−1.6% | Reduced |
| Pictet Bank & Trust Ltd | 3,170 | $466.8K | 0.47% | −60−1.9% | Reduced |
| Fairfield Financial Advisors, LTD | 3,170 | $466.9K | 0.16% | −608−16.1% | Reduced |
| Better Money Decisions, LLC | 3,172 | $467.1K | 0.33% | +73+2.4% | Added |
| Sunpointe, LLC | 3,177 | $467.9K | 0.38% | +189+6.3% | Added |
| AdvisorShares Investments LLC | 3,179 | $468.2K | 0.09% | +79+2.5% | Added |
| Zhang Financial LLC | 3,184 | $468.9K | 0.03% | −183−5.4% | Reduced |
| Sovereign Financial Group, Inc. | 3,184 | $468.9K | 0.11% | −151−4.5% | Reduced |
| Joule Financial, LLC | 3,192 | $470.1K | 0.17% | +190+6.3% | Added |
| ICONIQ Capital, LLC | 3,194 | $470.4K | 0.01% | +1,912+149.1% | Added |
| Black Swift Group, LLC | 3,195 | $470.5K | 0.10% | 00.0% | Unchanged |
| Planned Solutions, Inc. | 3,196 | $470.7K | 0.19% | +2+0.1% | Added |
| Legacy Financial Group, Inc. | 3,163 | $470.7K | 0.16% | +657+26.2% | Added |