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 |
|---|---|---|---|---|---|
| Garrett Investment Advisors LLC | 28,061 | $4.13M | 0.42% | +2,920+11.6% | Added |
| Centaurus Financial, Inc. | 27,906 | $4.11M | 0.26% | −4,284−13.3% | Reduced |
| Greatmark Investment Partners, Inc. | 27,807 | $4.10M | 0.56% | +3,068+12.4% | Added |
| WD Rutherford LLC | 27,782 | $4.09M | 2.00% | +4,050+17.1% | Added |
| Sumitomo Life Insurance Co | 27,652 | $4.07M | 0.08% | +667+2.5% | Added |
| Bill Few Associates, Inc. | 27,572 | $4.06M | 1.44% | +110.0% | Added |
| Bath Savings Trust Co | 27,476 | $4.05M | 0.40% | −789−2.8% | Reduced |
| Benedict Financial Advisors Inc | 27,351 | $4.03M | 0.95% | +24+0.1% | Added |
| Aull & Monroe Investment Management Corp | 27,280 | $4.02M | 1.86% | −773−2.8% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 27,117 | $3.99M | 0.16% | −1,257−4.4% | Reduced |
| Old Mission Investment Co LLC | 27,109 | $3.99M | 1.22% | +493+1.9% | Added |
| Lynch Asset Management, Inc. | 27,100 | $3.99M | 1.68% | −50−0.2% | Reduced |
| Allen Wealth Management, LLC | 27,067 | $3.99M | 2.76% | +1,966+7.8% | Added |
| Broderick Brian C | 27,050 | $3.98M | 0.78% | 00.0% | Unchanged |
| Stanley-Laman Group, Ltd. | 27,019 | $3.98M | 0.56% | +512+1.9% | Added |
| Crescent Sterling, Ltd. | 26,993 | $3.98M | 3.79% | −442−1.6% | Reduced |
| KLCM Advisors, Inc. | 26,955 | $3.97M | 0.47% | +1,839+7.3% | Added |
| Formidable Asset Management, LLC | 26,932 | $3.97M | 0.63% | −463−1.7% | Reduced |
| Douglass Winthrop Advisors, LLC | 26,912 | $3.96M | 0.08% | +1,233+4.8% | Added |
| Bell & Brown Wealth Advisors, LLC | 26,884 | $3.96M | 1.55% | +555+2.1% | Added |
| Beverly Hills Private Wealth, LLC | 26,870 | $3.96M | 0.80% | −5,116−16.0% | Reduced |
| Mattson Financial Services, LLC | 25,259 | $3.95M | 1.42% | −158−0.6% | Reduced |
| Farmers & Merchants Trust Co of Chambersburg PA | 26,802 | $3.95M | 1.52% | −2,549−8.7% | Reduced |
| Koshinski Asset Management, Inc. | 26,726 | $3.94M | 0.34% | −931−3.4% | Reduced |
| Allen Capital Group, LLC | 26,713 | $3.93M | 0.50% | +1,559+6.2% | Added |
| Sittner & Nelson, LLC | 26,711 | $3.93M | 1.76% | +663+2.5% | Added |
| First National Advisers, LLC | 26,706 | $3.93M | 0.63% | +1,243+4.9% | Added |
| Miracle Mile Advisors, LLC | 26,703 | $3.93M | 0.09% | +372+1.4% | Added |
| Trifecta Capital Advisors, LLC | 26,581 | $3.91M | 0.82% | +344+1.3% | Added |
| Greenline Partners, LLC | 26,566 | $3.91M | 0.56% | 00.0% | Unchanged |
| Peoples Bank | 26,468 | $3.90M | 1.99% | −125−0.5% | Reduced |
| New Century Financial Group, LLC | 26,451 | $3.90M | 1.43% | +20,873+374.2% | Added |
| South Dakota Investment Council | 26,436 | $3.89M | 0.08% | −6,227−19.1% | Reduced |
| NJ State Employees Deferred Compensation Plan | 26,393 | $3.89M | 0.46% | 00.0% | Unchanged |
| Prudential PLC | 26,366 | $3.88M | 0.02% | +26,366 | New |
| Auxier Asset Management | 26,357 | $3.88M | 0.57% | +427+1.6% | Added |
| Atlanta Consulting Group Advisors, LLC | 26,307 | $3.87M | 0.96% | +5,788+28.2% | Added |
| Van Hulzen Asset Management, LLC | 26,287 | $3.87M | 0.28% | +792+3.1% | Added |
| Harbour Investments, Inc. | 26,222 | $3.86M | 0.12% | −70−0.3% | Reduced |
| Independent Financial Group, LLC | 26,217 | $3.86M | 0.14% | −4,330−14.2% | Reduced |
| Intrua Financial, LLC | 26,199 | $3.86M | 0.63% | −3,033−10.4% | Reduced |
| LS Investment Advisors, LLC | 26,135 | $3.85M | 0.57% | +377+1.5% | Added |
| Davidson Trust Co | 26,108 | $3.84M | 1.98% | +1,751+7.2% | Added |
| Gilliland Jeter Wealth Management LLC | 26,087 | $3.84M | 1.24% | +746+2.9% | Added |
| Morton Community Bank | 25,957 | $3.82M | 1.00% | +458+1.8% | Added |
| Exeter Financial, LLC | 25,943 | $3.82M | 1.69% | +167+0.6% | Added |
| NTV Asset Management LLC | 25,859 | $3.81M | 0.51% | +253+1.0% | Added |
| Centerstone Investors, LLC | 25,777 | $3.80M | 3.68% | −4,800−15.7% | Reduced |
| Longbow Finance SA | 25,775 | $3.80M | 0.41% | 00.0% | Unchanged |
| Pacific Global Investment Management CO | 25,756 | $3.79M | 0.69% | −358−1.4% | Reduced |
| Willis Johnson & Associates, Inc. | 25,721 | $3.79M | 0.29% | +2,743+11.9% | Added |
| Herold Advisors, Inc. | 25,699 | $3.78M | 0.82% | +893+3.6% | Added |
| First Hawaiian Bank | 25,663 | $3.78M | 0.12% | −420−1.6% | Reduced |
| Murphy Pohlad Asset Management LLC | 25,587 | $3.77M | 1.57% | −20−0.1% | Reduced |
| Prio Wealth Limited Partnership | 25,521 | $3.76M | 0.11% | +588+2.4% | Added |
| Diligent Investors, LLC | 25,494 | $3.75M | 0.87% | +1,443+6.0% | Added |
| B & T Capital Management DBA Alpha Capital Management | 25,458 | $3.75M | 0.70% | +767+3.1% | Added |
| Keystone Financial Planning, Inc. | 25,444 | $3.75M | 1.13% | 00.0% | Unchanged |
| Syntax Research, Inc. | 25,428 | $3.74M | 2.53% | +22,647+814.3% | Added |
| Modern Wealth Management, LLC | 25,422 | $3.74M | 0.23% | +2,964+13.2% | Added |
| Heritage Wealth Management, Inc. | 25,391 | $3.74M | 1.23% | −579−2.2% | Reduced |
| Liberty One Investment Management, LLC | 25,305 | $3.73M | 0.38% | +1,868+8.0% | Added |
| Investmark Advisory Group LLC | 25,228 | $3.72M | 1.80% | +464+1.9% | Added |
| Pring Turner Capital Group Inc | 25,220 | $3.71M | 2.34% | −18−0.1% | Reduced |
| Gamco Investors, Inc. Et Al | 25,132 | $3.70M | 0.04% | −488−1.9% | Reduced |
| Verdence Capital Advisors LLC | 24,972 | $3.68M | 0.29% | +759+3.1% | Added |
| Cosner Financial Group, LLC | 24,965 | $3.68M | 2.37% | +26+0.1% | Added |
| Nikko Asset Management Americas, Inc. | 24,955 | $3.68M | 0.04% | −2,995−10.7% | Reduced |
| Glass Wealth Management Co LLC | 24,929 | $3.67M | 2.03% | +1,372+5.8% | Added |
| Signature Wealth Management Group | 24,884 | $3.66M | 1.47% | +433+1.8% | Added |
| Capital Asset Advisory Services LLC | 24,633 | $3.66M | 0.18% | +321+1.3% | Added |
| Consolidated Investment Group LLC | 24,700 | $3.64M | 0.54% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 24,693 | $3.64M | 0.10% | −457−1.8% | Reduced |
| 1832 Asset Management L.P. | 24,688 | $3.64M | 0.01% | +1,957+8.6% | Added |
| Laurel Wealth Advisors LLC | 24,665 | $3.63M | 0.58% | +589+2.4% | Added |
| Optiver Holding B.V. | 24,560 | $3.62M | 0.09% | +9,634+64.5% | Added |
| American Investment Services, Inc. | 24,410 | $3.59M | 0.60% | +8,113+49.8% | Added |
| Graypoint LLC | 24,408 | $3.59M | 0.23% | −3,636−13.0% | Reduced |
| Holderness Investments Co | 24,314 | $3.58M | 0.78% | −814−3.2% | Reduced |
| Sterling Investment Advisors, Ltd. | 24,311 | $3.58M | 0.91% | +2,519+11.6% | Added |
| Cullen Investment Group, Ltd. | 24,275 | $3.58M | 0.53% | +530+2.2% | Added |
| Patten Group, Inc. | 24,245 | $3.57M | 0.79% | +1,995+9.0% | Added |
| Hudson Valley Investment Advisors Inc | 24,196 | $3.56M | 0.39% | −2,750−10.2% | Reduced |
| RKL Wealth Management LLC | 24,172 | $3.56M | 0.32% | +534+2.3% | Added |
| Reik & Co., LLC | 24,113 | $3.55M | 0.84% | 00.0% | Unchanged |
| Providence Capital Advisors, LLC | 24,072 | $3.55M | 0.70% | +5,458+29.3% | Added |
| Concord Wealth Partners | 24,070 | $3.54M | 0.59% | +1,179+5.2% | Added |
| Mather Group, LLC. | 24,066 | $3.54M | 0.05% | −20,625−46.2% | Reduced |
| Garner Asset Management Corp | 23,984 | $3.53M | 1.62% | +3,987+19.9% | Added |
| Moody National Bank Trust Division | 23,960 | $3.53M | 0.38% | +2,038+9.3% | Added |
| Foster & Motley Inc | 23,880 | $3.52M | 0.22% | −1,494−5.9% | Reduced |
| Argyle Capital Management Inc. | 23,840 | $3.51M | 1.40% | −1,010−4.1% | Reduced |
| Accurate Wealth Management, LLC | 23,760 | $3.51M | 0.71% | −68−0.3% | Reduced |
| Morse Asset Management, Inc | 23,823 | $3.51M | 0.76% | −2,124−8.2% | Reduced |
| Exchange Bank | 23,750 | $3.50M | 2.86% | −83−0.3% | Reduced |
| Mattern Wealth Management LLC | 23,747 | $3.50M | 0.77% | −11,368−32.4% | Reduced |
| Cornerstone Wealth Management, LLC | 23,739 | $3.50M | 0.25% | +1,012+4.5% | Added |
| Silicon Valley Community Foundation | 23,639 | $3.48M | 0.15% | −305−1.3% | Reduced |
| Little House Capital LLC | 23,607 | $3.48M | 1.00% | −2,028−7.9% | Reduced |
| Kinloch Capital, LLC | 23,580 | $3.47M | 1.68% | −727−3.0% | Reduced |