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
- 3,487
- +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
- 1,480 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 |
|---|---|---|---|---|---|
| Dopkins Wealth Management, LLC | 3,200 | $471.3K | 0.38% | −395−11.0% | Reduced |
| Garda Capital Partners LP | 3,204 | $471.9K | 0.12% | +3,204 | New |
| Appleton Partners Inc | 3,215 | $473.0K | 0.03% | −1,494−31.7% | Reduced |
| Quantum Financial Advisors, LLC | 3,214 | $473.3K | 0.07% | −266−7.6% | Reduced |
| Resolute Wealth Strategies, LLC | 3,231 | $475.9K | 0.25% | +29+0.9% | Added |
| Stonebrook Private Inc. | 3,238 | $476.9K | 0.13% | −447−12.1% | Reduced |
| HFR Wealth Management, LLC | 3,238 | $476.9K | 0.12% | 00.0% | Unchanged |
| Strategic Investment Solutions, Inc. | 3,245 | $477.8K | 0.14% | +108+3.4% | Added |
| Chase Investment Counsel Corp | 3,248 | $478.0K | 0.16% | −14,115−81.3% | Reduced |
| MJP Associates Inc | 3,248 | $478.3K | 0.09% | −498−13.3% | Reduced |
| St. Louis Trust Co | 3,260 | $480.1K | 0.07% | −1,199−26.9% | Reduced |
| First National Corp | 3,263 | $480.5K | 0.11% | −798−19.7% | Reduced |
| Teamwork Financial Advisors, LLC | 3,264 | $480.6K | 0.07% | −510−13.5% | Reduced |
| Wescott Financial Advisory Group, LLC | 3,268 | $481.3K | 0.05% | −9−0.3% | Reduced |
| Rock Point Advisors, LLC | 3,269 | $481.4K | 0.13% | −65−1.9% | Reduced |
| Hartline Investment Corp | 3,271 | $481.7K | 0.06% | 00.0% | Unchanged |
| RVW Wealth, LLC | 3,273 | $482.0K | 0.04% | +151+4.8% | Added |
| Alera Investment Advisors, LLC | 3,277 | $482.6K | 0.06% | −496−13.1% | Reduced |
| Commonwealth Financial Services, LLC | 3,233 | $484.1K | 0.10% | −126−3.8% | Reduced |
| American Alpha Advisors, LLC | 3,289 | $484.4K | 0.45% | +3,289 | New |
| Evernest Financial Advisors, LLC | 3,299 | $485.8K | 0.13% | −808−19.7% | Reduced |
| Long Run Wealth Advisors, LLC | 3,303 | $486.4K | 0.11% | +465+16.4% | Added |
| Tranquility Partners, LLC | 3,308 | $487.2K | 0.18% | −56−1.7% | Reduced |
| Ellerson Group Inc | 3,317 | $488.5K | 0.38% | +432+15.0% | Added |
| Gibson Capital, LLC | 3,320 | $488.9K | 0.10% | 00.0% | Unchanged |
| One Wealth Advisors, LLC | 3,327 | $489.9K | 0.08% | +4+0.1% | Added |
| TSFG, LLC | 3,327 | $490.0K | 0.11% | +208+6.7% | Added |
| Hillsdale Investment Management Inc. | 3,330 | $490.4K | 0.04% | +1,045+45.7% | Added |
| Helen Stephens Group, LLC | 3,330 | $490.4K | 0.15% | −515−13.4% | Reduced |
| Prentice Wealth Management LLC | 3,333 | $490.9K | 0.15% | +225+7.2% | Added |
| Toth Financial Advisory Corp | 3,335 | $491.1K | 0.06% | 00.0% | Unchanged |
| Successful Portfolios LLC | 3,337 | $491.5K | 0.33% | +32+1.0% | Added |
| Oversea-Chinese Banking CORP Ltd | 3,462 | $491.6K | 0.01% | +3,462 | New |
| Bruce G. Allen Investments, LLC | 3,340 | $491.9K | 0.38% | −117−3.4% | Reduced |
| Alta Wealth Advisors LLC | 3,344 | $492.5K | 0.23% | +624+22.9% | Added |
| Birchcreek Wealth Management, LLC | 3,356 | $494.2K | 0.32% | −100−2.9% | Reduced |
| Birchbrook, Inc. | 3,360 | $494.8K | 0.27% | −50−1.5% | Reduced |
| Key Client Fiduciary Advisors, LLC | 3,370 | $496.4K | 0.23% | +216+6.8% | Added |
| Eclectic Associates Inc | 3,374 | $496.7K | 0.20% | −74−2.1% | Reduced |
| Rice Hall James & Associates, LLC | 3,377 | $497.3K | 0.03% | −360−9.6% | Reduced |
| Amplius Wealth Advisors, LLC | 3,378 | $497.5K | 0.05% | −152−4.3% | Reduced |
| New Republic Capital, LLC | 3,382 | $498.1K | 0.29% | −776−18.7% | Reduced |
| German American Bancorp, Inc. | 3,383 | $498.2K | 0.05% | +849+33.5% | Added |
| Howard Financial Services, Ltd. | 3,390 | $499.3K | 0.07% | +15+0.4% | Added |
| Keebeck Wealth Management, LLC | 3,393 | $499.7K | 0.07% | +2,058+154.2% | Added |
| HC Advisors, LLC | 3,393 | $499.8K | 0.41% | +91+2.8% | Added |
| Elmwood Wealth Management, Inc. | 3,407 | $501.8K | 0.21% | 00.0% | Unchanged |
| Vertex Planning Partners, LLC | 3,412 | $502.5K | 0.12% | −42−1.2% | Reduced |
| Westside Investment Management, Inc. | 3,405 | $502.5K | 0.11% | +281+9.0% | Added |
| Amussen Hunsaker Associates LLC | 3,413 | $502.6K | 0.08% | −2,000−36.9% | Reduced |
| Cary Street Partners Asset Management LLC | 3,421 | $503.8K | 0.07% | +87+2.6% | Added |
| Patrick M Sweeney & Associates, Inc | 3,426 | $504.6K | 0.37% | +366+12.0% | Added |
| Ridgewood Investments LLC | 3,429 | $505.0K | 0.25% | +443+14.8% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 3,445 | $507.0K | 0.01% | −320−8.5% | Reduced |
| Overbrook Management Corp | 3,445 | $507.3K | 0.12% | −297−7.9% | Reduced |
| AA Financial Advisors, LLC | 3,446 | $507.5K | 0.15% | −130−3.6% | Reduced |
| Ellevest, Inc. | 3,476 | $511.9K | 0.03% | −794−18.6% | Reduced |
| Sierra Capital LLC | 3,477 | $512.0K | 0.06% | −1,428−29.1% | Reduced |
| Olistico Wealth, LLC | 3,492 | $514.4K | 0.31% | −61−1.7% | Reduced |
| Fca Corp | 3,500 | $515.4K | 0.16% | −1,407−28.7% | Reduced |
| Drexel Morgan & Co. | 3,500 | $515.4K | 0.10% | 00.0% | Unchanged |
| ASB Consultores, LLC | 3,506 | $516.3K | 0.20% | −191−5.2% | Reduced |
| Breakwater Capital Group | 3,508 | $516.6K | 0.10% | −333−8.7% | Reduced |
| Black Point Wealth Management | 3,521 | $518.5K | 0.60% | −59−1.6% | Reduced |
| Wilson & Boucher Capital Management, LLC | 3,524 | $519.0K | 0.36% | 00.0% | Unchanged |
| Oakwell Private Wealth Management, LLC | 3,525 | $519.1K | 0.15% | −87−2.4% | Reduced |
| Lanham O'Dell & Company, Inc. | 3,526 | $519.3K | 0.29% | +20+0.6% | Added |
| Lokken Investment Group LLC | 3,528 | $519.6K | 0.22% | −17−0.5% | Reduced |
| Signature Wealth Management Partners, LLC | 3,530 | $519.9K | 0.38% | −2,120−37.5% | Reduced |
| Skopos Labs, Inc. | 3,537 | $520.9K | 0.17% | −3,516−49.9% | Reduced |
| Morton Capital Management LLC | 3,550 | $522.7K | 0.10% | +202+6.0% | Added |
| GG Group Ventures, LLC | 3,238 | $523.9K | 0.76% | +3,238 | New |
| Birinyi Associates Inc | 3,556 | $524.0K | 0.15% | −2,429−40.6% | Reduced |
| Pointe Capital Management LLC | 3,564 | $524.9K | 0.31% | −536−13.1% | Reduced |
| Pacifica Partners Inc. | 3,567 | $525.3K | 0.22% | −60−1.7% | Reduced |
| MeadowBrook Investment Advisors LLC | 3,575 | $526.5K | 0.48% | +1,368+62.0% | Added |
| MKT Advisors LLC | 3,495 | $527.5K | 0.25% | −178−4.8% | Reduced |
| Lee Financial Co | 3,585 | $528.0K | 0.07% | +349+10.8% | Added |
| Mindset Wealth Management, LLC | 3,591 | $528.8K | 0.22% | +3,591 | New |
| Sachetta, LLC | 3,595 | $529.4K | 0.21% | −174−4.6% | Reduced |
| McBroom & Associates, LLC | 3,597 | $529.7K | 0.32% | 00.0% | Unchanged |
| Mountain Pacific Investment Advisers Inc | 3,601 | $530.3K | 0.04% | −289−7.4% | Reduced |
| Almanack Investment Partners, LLC. | 3,603 | $530.6K | 0.08% | −80−2.2% | Reduced |
| Avion Wealth | 3,614 | $532.0K | 0.14% | +34+0.9% | Added |
| Quantum Private Wealth, LLC | 3,619 | $533.0K | 0.18% | −114−3.1% | Reduced |
| Pure Portfolios Holdings LLC | 3,627 | $534.1K | 0.20% | +3,627 | New |
| American Money Management, LLC | 3,629 | $534.4K | 0.11% | +2,350+183.7% | Added |
| Charter Research & Investment Group, Inc. | 3,630 | $534.6K | 0.39% | 00.0% | Unchanged |
| Abel Hall, LLC | 3,634 | $535.2K | 0.35% | −434−10.7% | Reduced |
| America First Investment Advisors, LLC | 3,638 | $535.8K | 0.12% | −110−2.9% | Reduced |
| Sivia Capital Partners, LLC | 3,647 | $537.0K | 0.32% | −575−13.6% | Reduced |
| Sage Rhino Capital LLC | 3,647 | $537.1K | 0.12% | −52−1.4% | Reduced |
| Laidlaw Wealth Management LLC | 3,648 | $537.2K | 0.27% | −346−8.7% | Reduced |
| Peirce Capital Management, LLC | 3,652 | $537.8K | 0.27% | 00.0% | Unchanged |
| Maia Wealth LLC | 3,577 | $538.2K | 0.13% | +107+3.1% | Added |
| Sterling Group Wealth Management, LLC | 3,659 | $538.9K | 0.29% | +6+0.2% | Added |
| Proficio Capital Partners LLC | 3,669 | $540.4K | 0.05% | −4,251−53.7% | Reduced |
| McAdam, LLC | 3,672 | $540.8K | 0.03% | +68+1.9% | Added |
| ODonnell Financial Services, LLC | 3,672 | $540.8K | 0.22% | 00.0% | Unchanged |
| Carmichael Hill & Associates, Inc. | 3,673 | $541.0K | 0.20% | +260+7.6% | Added |