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 |
|---|---|---|---|---|---|
| Financial Partners Group, LLC | 33,689 | $4.96M | 1.86% | −522−1.5% | Reduced |
| Capstone Investment Advisors, LLC | 33,503 | $4.93M | 0.09% | +30,412+983.9% | Added |
| Marble Harbor Investment Counsel, LLC | 33,357 | $4.91M | 0.54% | +65+0.2% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 33,353 | $4.91M | 0.91% | −2,225−6.3% | Reduced |
| Pictet & Cie (Europe) SA | 33,344 | $4.91M | 0.12% | −1,281−3.7% | Reduced |
| Fundamentun, LLC | 33,337 | $4.91M | 0.34% | +4,443+15.4% | Added |
| Ellsworth Advisors, LLC | 33,324 | $4.91M | 1.27% | +33,324 | New |
| Meeder Advisory Services, Inc. | 33,288 | $4.90M | 0.32% | −2,994−8.3% | Reduced |
| Harbour Capital Advisors, LLC | 32,687 | $4.89M | 1.13% | −20−0.1% | Reduced |
| Resonant Capital Advisors, LLC | 33,203 | $4.89M | 0.36% | −301−0.9% | Reduced |
| Madden Securities Corp | 33,067 | $4.87M | 2.10% | +1,352+4.3% | Added |
| Panagora Asset Management Inc | 32,969 | $4.86M | 0.02% | −19,088−36.7% | Reduced |
| Erste Asset Management GmbH | 33,179 | $4.85M | 0.06% | +11,000+49.6% | Added |
| tru Independence LLC | 32,859 | $4.84M | 1.42% | +293+0.9% | Added |
| S&CO Inc | 32,749 | $4.82M | 0.32% | 00.0% | Unchanged |
| Keeler Thomas Management LLC | 32,695 | $4.81M | 1.52% | +1,393+4.5% | Added |
| Brooks, Moore & Associates, Inc. | 32,688 | $4.81M | 2.84% | +542+1.7% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 32,632 | $4.81M | 2.03% | −3,801−10.4% | Reduced |
| Destination Wealth Management | 32,616 | $4.80M | 0.15% | +1,492+4.8% | Added |
| GHP Investment Advisors, Inc. | 32,515 | $4.79M | 0.22% | +752+2.4% | Added |
| Forum Financial Management, LP | 32,401 | $4.77M | 0.08% | +877+2.8% | Added |
| Fidelis Capital Partners, LLC | 31,527 | $4.74M | 0.56% | −858−2.6% | Reduced |
| Peak Asset Management, LLC | 32,124 | $4.73M | 0.89% | +845+2.7% | Added |
| Mission Creek Capital Partners, Inc. | 32,029 | $4.72M | 1.10% | +179+0.6% | Added |
| Capital Planning Advisors, LLC | 32,021 | $4.72M | 0.71% | +663+2.1% | Added |
| Trustmark National Bank Trust Department | 31,964 | $4.71M | 0.36% | −9,713−23.3% | Reduced |
| Altrius Capital Management Inc | 31,880 | $4.70M | 1.18% | +3,688+13.1% | Added |
| apricus wealth, LLC | 31,865 | $4.69M | 3.09% | +7,700+31.9% | Added |
| Good Life Advisors, LLC | 31,798 | $4.68M | 0.29% | +17,732+126.1% | Added |
| Chapin Davis, Inc. | 31,752 | $4.68M | 1.51% | +1,491+4.9% | Added |
| Headinvest, LLC | 31,731 | $4.67M | 0.86% | +1,581+5.2% | Added |
| Baugh & Associates, LLC | 33,087 | $4.66M | 2.40% | +7,275+28.2% | Added |
| Private Trust Co NA | 31,633 | $4.66M | 0.47% | −4,544−12.6% | Reduced |
| Ballentine Partners, LLC | 31,604 | $4.65M | 0.08% | −40−0.1% | Reduced |
| Radnor Capital Management, LLC | 31,573 | $4.65M | 0.69% | +31,573 | New |
| Capital International Sarl | 31,562 | $4.65M | 0.12% | −2,882−8.4% | Reduced |
| Montecito Bank & Trust | 31,444 | $4.63M | 0.79% | +8,173+35.1% | Added |
| Nelson Capital Management, LLC | 31,442 | $4.63M | 0.78% | −3,561−10.2% | Reduced |
| StrongBox Wealth, LLC | 31,442 | $4.63M | 1.98% | +2,962+10.4% | Added |
| YHB Investment Advisors, Inc. | 31,345 | $4.62M | 0.38% | −689−2.2% | Reduced |
| Citizens Business Bank | 30,040 | $4.61M | 0.93% | −315−1.0% | Reduced |
| LGT Fund Management Co Ltd. | 30,449 | $4.60M | 0.48% | +4,204+16.0% | Added |
| Qsemble Capital Management, LP | 31,208 | $4.60M | 0.85% | +31,208 | New |
| Trajan Wealth LLC | 31,195 | $4.59M | 0.27% | +5,282+20.4% | Added |
| Selway Asset Management | 31,065 | $4.57M | 1.79% | 00.0% | Unchanged |
| Capital City Trust Co | 30,957 | $4.56M | 1.13% | +19+0.1% | Added |
| Summit Financial Wealth Advisors, LLC | 30,846 | $4.54M | 0.85% | +2,773+9.9% | Added |
| Rench Wealth Management, Inc. | 30,784 | $4.53M | 1.56% | +1,838+6.3% | Added |
| Modera Wealth Management, LLC | 30,629 | $4.51M | 0.06% | +1,600+5.5% | Added |
| Azzad Asset Management Inc | 30,489 | $4.49M | 0.50% | +942+3.2% | Added |
| Csenge Advisory Group | 29,451 | $4.46M | 0.23% | +187+0.6% | Added |
| GQG Partners LLC | 30,259 | $4.46M | 0.01% | +130.0% | Added |
| Spire Wealth Management | 30,244 | $4.45M | 0.15% | −1,083−3.5% | Reduced |
| Butensky & Cohen Financial Security, Inc | 30,230 | $4.45M | 1.32% | +678+2.3% | Added |
| JBR Co Financial Management Inc | 30,071 | $4.43M | 2.90% | +150+0.5% | Added |
| Hengehold Capital Management LLC | 30,015 | $4.42M | 0.42% | −181−0.6% | Reduced |
| Second Line Capital, LLC | 30,015 | $4.42M | 1.20% | +13,126+77.7% | Added |
| Baker Avenue Asset Management, LP | 29,951 | $4.41M | 0.14% | −1,354−4.3% | Reduced |
| Ascent Group, LLC | 29,893 | $4.40M | 0.33% | +6,482+27.7% | Added |
| Procyon Private Wealth Partners, LLC | 29,897 | $4.40M | 0.30% | −60.0% | Reduced |
| Atomi Financial Group, Inc. | 29,803 | $4.39M | 0.27% | −1,350−4.3% | Reduced |
| W.G. Shaheen & Associates DBA Whitney & Co | 29,591 | $4.36M | 0.47% | +1,503+5.4% | Added |
| Knollwood Investment Advisory, LLC | 29,544 | $4.35M | 0.47% | 00.0% | Unchanged |
| Investors Asset Management of Georgia Inc | 29,475 | $4.34M | 2.05% | −20.0% | Reduced |
| Naples Global Advisors, LLC | 29,470 | $4.34M | 0.40% | +865+3.0% | Added |
| Arlington Financial Advisors, LLC | 29,454 | $4.34M | 0.89% | +6,406+27.8% | Added |
| Western Wealth Management, LLC | 29,430 | $4.33M | 0.25% | +7,656+35.2% | Added |
| Garland Capital Management Inc | 29,414 | $4.33M | 3.33% | −3,275−10.0% | Reduced |
| Hills Bank & Trust Co | 29,370 | $4.33M | 0.33% | −824−2.7% | Reduced |
| Flagship Harbor Advisors, LLC | 29,349 | $4.32M | 0.24% | −1,294−4.2% | Reduced |
| AIA Group Ltd | 29,318 | $4.32M | 0.11% | −5,400−15.6% | Reduced |
| Brighton Jones LLC | 29,312 | $4.32M | 0.16% | +4,640+18.8% | Added |
| G&S Capital LLC | 29,190 | $4.30M | 1.80% | +1,095+3.9% | Added |
| Bank of Hawaii | 29,184 | $4.30M | 0.18% | −601−2.0% | Reduced |
| Hosking Partners LLP | 29,152 | $4.29M | 0.17% | −1,411−4.6% | Reduced |
| Aldebaran Capital, LLC | 29,121 | $4.29M | 3.91% | 00.0% | Unchanged |
| Yarbrough Capital, LLC | 29,107 | $4.29M | 0.17% | 00.0% | Unchanged |
| Martin Capital Partners, LLC | 29,068 | $4.28M | 2.12% | −9,405−24.4% | Reduced |
| Venturi Wealth Management, LLC | 29,055 | $4.28M | 0.22% | +2,175+8.1% | Added |
| MTM Investment Management, LLC | 28,312 | $4.27M | 1.66% | +348+1.2% | Added |
| Pegasus Asset Management, Inc. | 28,829 | $4.25M | 1.62% | +169+0.6% | Added |
| TCI Wealth Advisors, Inc. | 28,827 | $4.25M | 0.36% | +344+1.2% | Added |
| McGinn Investment Management, Inc. | 28,818 | $4.24M | 2.82% | 00.0% | Unchanged |
| Cobblestone Capital Advisors LLC | 28,623 | $4.22M | 0.24% | +883+3.2% | Added |
| RB Capital Management, LLC | 28,507 | $4.20M | 0.99% | +1,245+4.6% | Added |
| Gluskin Sheff & Assoc Inc | 28,504 | $4.20M | 0.49% | −920−3.1% | Reduced |
| Buffington Mohr McNeal | 28,500 | $4.20M | 0.69% | +27+0.1% | Added |
| Symphony Financial, Ltd. Co. | 28,636 | $4.20M | 0.69% | +1,902+7.1% | Added |
| Davis R M Inc | 28,489 | $4.20M | 0.08% | −930−3.2% | Reduced |
| Segment Wealth Management, LLC | 28,459 | $4.19M | 0.29% | −113−0.4% | Reduced |
| Sepio Capital, LP | 28,436 | $4.19M | 0.33% | −1,000−3.4% | Reduced |
| Kayne Anderson Rudnick Investment Management LLC | 28,409 | $4.18M | 0.01% | −72,667−71.9% | Reduced |
| McAlister, Sweet & Associates, Inc. | 28,400 | $4.18M | 3.45% | +3,109+12.3% | Added |
| Laird Norton Trust Company, LLC | 28,324 | $4.17M | 0.55% | 00.0% | Unchanged |
| Independent Wealth Network Inc. | 28,316 | $4.17M | 1.84% | +131+0.5% | Added |
| First National Bank & Trust Co of Newtown | 28,302 | $4.17M | 0.80% | 00.0% | Unchanged |
| Mill Capital Management, LLC | 28,236 | $4.16M | 0.33% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 28,182 | $4.15M | 0.15% | −3,149−10.1% | Reduced |
| CoreCap Advisors, LLC | 28,177 | $4.15M | 0.20% | +28,177 | New |
| Pinkerton Retirement Specialists, LLC | 28,129 | $4.14M | 0.60% | +1,368+5.1% | Added |