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 |
|---|---|---|---|---|---|
| Boothe Investment Group, Inc. | 39,352 | $5.79M | 2.65% | −15,669−28.5% | Reduced |
| PFG Advisors | 39,340 | $5.79M | 0.37% | +2,084+5.6% | Added |
| SeaCrest Wealth Management, LLC | 39,311 | $5.79M | 0.62% | −430−1.1% | Reduced |
| Independence Bank of Kentucky | 39,306 | $5.79M | 1.24% | +3,858+10.9% | Added |
| Stablepoint Partners, LLC | 39,207 | $5.77M | 1.05% | +1,288+3.4% | Added |
| NBC Securities, Inc. | 39,212 | $5.77M | 0.48% | +21+0.1% | Added |
| Beaumont Financial Advisors, LLC | 39,147 | $5.77M | 0.45% | +1,184+3.1% | Added |
| Kingswood Wealth Advisors, LLC | 39,137 | $5.76M | 0.41% | +12,651+47.8% | Added |
| Jamison Private Wealth Management, Inc. | 39,069 | $5.75M | 0.88% | +2,514+6.9% | Added |
| Northwest Bancshares, Inc. | 38,930 | $5.73M | 0.98% | −5,557−12.5% | Reduced |
| Principle Wealth Partners LLC | 38,903 | $5.73M | 0.41% | +1,851+5.0% | Added |
| Ariel Investments, LLC | 38,827 | $5.72M | 0.06% | +6,226+19.1% | Added |
| Financial & Tax Architects, LLC | 38,788 | $5.71M | 1.47% | +1,050+2.8% | Added |
| Diversified Trust Co | 38,732 | $5.70M | 0.14% | +43+0.1% | Added |
| AMG National Trust Bank | 38,687 | $5.70M | 0.15% | −10,404−21.2% | Reduced |
| New England Asset Management Inc | 38,685 | $5.70M | 0.89% | +145+0.4% | Added |
| Plimoth Trust Co LLC | 38,533 | $5.67M | 1.43% | +199+0.5% | Added |
| Philip James Wealth Mangement, LLC | 38,432 | $5.66M | 0.69% | +38,432 | New |
| HBK Sorce Advisory LLC | 38,398 | $5.65M | 0.17% | −690−1.8% | Reduced |
| Physicians Financial Services, Inc. | 38,266 | $5.63M | 1.75% | +165+0.4% | Added |
| City Holding Co | 38,233 | $5.63M | 0.78% | −253−0.7% | Reduced |
| Journey Advisory Group, LLC | 35,988 | $5.63M | 0.67% | 00.0% | Unchanged |
| Confluence Wealth Services, Inc. | 38,028 | $5.60M | 0.41% | −2,863−7.0% | Reduced |
| Wills Financial Group, Inc. | 38,004 | $5.60M | 2.35% | +1,817+5.0% | Added |
| Hartford Financial Management Inc. | 37,922 | $5.58M | 1.14% | −1,728−4.4% | Reduced |
| Twin Capital Management Inc | 37,894 | $5.58M | 0.63% | +9,755+34.7% | Added |
| Principal Street Partners, LLC | 37,602 | $5.57M | 0.91% | −8,051−17.6% | Reduced |
| Equitable Trust Co | 37,726 | $5.56M | 0.36% | +3,405+9.9% | Added |
| Shufro Rose & Co LLC | 35,480 | $5.55M | 0.45% | 00.0% | Unchanged |
| Financial Advisory Service, Inc. | 37,627 | $5.54M | 0.44% | +2,495+7.1% | Added |
| Hudson Value Partners, LLC | 37,543 | $5.53M | 2.15% | +864+2.4% | Added |
| Hennion & Walsh Asset Management, Inc. | 37,491 | $5.52M | 0.26% | −6,057−13.9% | Reduced |
| Colonial Trust Co | 37,324 | $5.50M | 0.85% | +1,556+4.4% | Added |
| Change Path, LLC | 37,273 | $5.49M | 0.19% | +10,174+37.5% | Added |
| Bragg Financial Advisors, Inc | 37,179 | $5.48M | 0.23% | −487−1.3% | Reduced |
| WealthPLAN Partners, LLC | 37,156 | $5.47M | 0.73% | −8,857−19.2% | Reduced |
| Palisade Capital Management LLC | 37,146 | $5.47M | 0.15% | +4,157+12.6% | Added |
| Kinsale Capital Group, Inc. | 37,143 | $5.47M | 1.61% | +425+1.2% | Added |
| Wetherby Asset Management Inc | 37,142 | $5.47M | 0.25% | −2,314−5.9% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 37,132 | $5.47M | 1.34% | +1,150+3.2% | Added |
| Founders Capital Management | 37,002 | $5.45M | 3.32% | +177+0.5% | Added |
| Fifth Third Wealth Advisors LLC | 36,999 | $5.45M | 0.33% | +4,113+12.5% | Added |
| Argent Financial Group, Inc. | 36,927 | $5.44M | 0.65% | +36,927 | New |
| Nations Financial Group Inc, | 36,783 | $5.42M | 0.39% | +3,204+9.5% | Added |
| Schulhoff & Co Inc | 36,752 | $5.41M | 2.26% | +236+0.6% | Added |
| Stonebridge Capital Management Inc | 36,747 | $5.41M | 2.15% | −300−0.8% | Reduced |
| Trinity Legacy Partners, LLC | 35,637 | $5.41M | 1.39% | +4,460+14.3% | Added |
| Geneos Wealth Management Inc. | 36,665 | $5.40M | 0.21% | +1,279+3.6% | Added |
| Jacobi Capital Management LLC | 36,652 | $5.40M | 0.41% | +2,126+6.2% | Added |
| Horizon Investments, LLC | 36,650 | $5.40M | 0.14% | −740−2.0% | Reduced |
| Moneta Group Investment Advisors LLC | 36,561 | $5.38M | 0.08% | −234−0.6% | Reduced |
| Sunbelt Securities, Inc. | 36,520 | $5.38M | 0.53% | −3,279−8.2% | Reduced |
| SGL Investment Advisors, Inc. | 33,229 | $5.38M | 2.76% | +33,229 | New |
| Concentric Wealth Management, LLC | 36,489 | $5.37M | 1.31% | +1,086+3.1% | Added |
| Jarislowsky, Fraser Ltd | 36,385 | $5.36M | 0.03% | −29,480−44.8% | Reduced |
| Mizuho Markets Americas LLC | 36,371 | $5.36M | 0.13% | −1,781−4.7% | Reduced |
| Meritage Portfolio Management | 36,339 | $5.35M | 0.33% | +10,566+41.0% | Added |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 36,338 | $5.35M | 2.06% | +103+0.3% | Added |
| Alta Capital Management LLC | 36,331 | $5.35M | 0.32% | +5,657+18.4% | Added |
| Spring Capital Management, LLC | 31,628 | $5.33M | 4.33% | +307+1.0% | Added |
| Ameritas Advisory Services, LLC | 36,104 | $5.32M | 0.23% | +702+2.0% | Added |
| Chesley Taft & Associates LLC | 36,074 | $5.31M | 0.25% | −59−0.2% | Reduced |
| Papp L Roy & Associates | 36,035 | $5.31M | 0.64% | −234−0.6% | Reduced |
| Vestcor Inc | 36,019 | $5.30M | 0.17% | 00.0% | Unchanged |
| River Wealth Advisors LLC | 36,019 | $5.30M | 0.71% | +628+1.8% | Added |
| Columbia Asset Management | 35,996 | $5.30M | 0.93% | −1,617−4.3% | Reduced |
| Evergreen Capital Management LLC | 35,872 | $5.28M | 0.18% | −5,025−12.3% | Reduced |
| Pekin Hardy Strauss, Inc. | 35,861 | $5.28M | 0.67% | +4,083+12.8% | Added |
| Cerro Pacific Wealth Advisors LLC | 33,612 | $5.26M | 1.99% | +6,035+21.9% | Added |
| Agf Management Ltd | 35,667 | $5.25M | 0.03% | +2,308+6.9% | Added |
| Jump Financial, LLC | 35,569 | $5.24M | 0.11% | +19,731+124.6% | Added |
| Lee Danner & Bass Inc | 35,369 | $5.21M | 0.37% | +1,905+5.7% | Added |
| Close Asset Management Ltd | 35,341 | $5.20M | 0.16% | −1,317−3.6% | Reduced |
| Salem Investment Counselors Inc | 35,303 | $5.20M | 0.16% | +1,033+3.0% | Added |
| McDonald Partners LLC | 35,206 | $5.18M | 1.30% | +1,000+2.9% | Added |
| Cincinnati Financial Corp | 35,139 | $5.17M | 0.11% | 00.0% | Unchanged |
| Transcend Wealth Collective, LLC | 35,078 | $5.17M | 0.35% | −1,579−4.3% | Reduced |
| Narwhal Capital Management | 34,997 | $5.15M | 0.46% | −54−0.2% | Reduced |
| Choate Investment Advisors | 34,967 | $5.15M | 0.13% | +698+2.0% | Added |
| Sandy Spring Bank | 34,952 | $5.15M | 0.21% | −948−2.6% | Reduced |
| Ridgecrest Wealth Partners, LLC | 34,863 | $5.13M | 2.68% | −52−0.1% | Reduced |
| Rockland Trust Co | 34,810 | $5.13M | 0.25% | −2,875−7.6% | Reduced |
| TRUE Private Wealth Advisors | 34,806 | $5.13M | 0.61% | −1,258−3.5% | Reduced |
| Financial Advocates Investment Management | 34,754 | $5.12M | 0.29% | −69−0.2% | Reduced |
| Thomas Story & Son LLC | 34,720 | $5.11M | 2.09% | +75+0.2% | Added |
| United Capital Management of KS, Inc. | 34,703 | $5.11M | 1.11% | +395+1.2% | Added |
| Kidder Stephen W | 34,696 | $5.11M | 1.51% | +33+0.1% | Added |
| Lawson Kroeker Investment Management Inc | 34,643 | $5.10M | 0.93% | −13,454−28.0% | Reduced |
| Mission Wealth Management, LP | 34,581 | $5.09M | 0.13% | +2,650+8.3% | Added |
| Northern Oak Wealth Management Inc | 34,410 | $5.07M | 0.59% | −21,477−38.4% | Reduced |
| Eagle Capital Management, LLC | 34,358 | $5.06M | 2.11% | +143+0.4% | Added |
| R.H. Dinel Investment Counsel, Inc. | 34,210 | $5.04M | 3.15% | 00.0% | Unchanged |
| Sandhill Capital Partners LLC | 34,152 | $5.03M | 0.36% | +1,676+5.2% | Added |
| Sheaff Brock Investment Advisors, LLC | 33,941 | $5.00M | 0.44% | −424−1.2% | Reduced |
| Oliver Luxxe Assets LLC | 33,874 | $4.99M | 0.89% | +45+0.1% | Added |
| Community Bank, N.A. | 33,848 | $4.98M | 0.63% | −691−2.0% | Reduced |
| Chicago Trust Co NA | 33,811 | $4.98M | 0.86% | +327+1.0% | Added |
| Intrust Bank NA | 33,805 | $4.98M | 0.50% | −1,041−3.0% | Reduced |
| Tyche Wealth Partners LLC | 33,791 | $4.98M | 1.13% | +99+0.3% | Added |
| Dana Investment Advisors, Inc. | 33,724 | $4.97M | 0.16% | −570−1.7% | Reduced |