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 | 4,311 | $298.0B |
| Q4 2025 | 3,993 | $223.3B |
| Q3 2025 | 3,802 | $225.3B |
| Q2 2025 | 3,707 | $189.0B |
| Q1 2025 | 3,825 | $222.9B |
| Q4 2024 | 3,764 | $194.0B |
| Q3 2024 | 3,487 | $198.0B |
| Q2 2024 | 3,510 | $214.0B |
| Q1 2024 | 3,522 | $212.7B |
| Q4 2023 | 3,477 | $200.3B |
| Q3 2023 | 3,338 | $222.6B |
| Q2 2023 | 3,285 | $205.0B |
| Q1 2023 | 3,272 | $217.1B |
| Q4 2022 | 3,288 | $243.6B |
| Q3 2022 | 3,056 | $195.7B |
| Q2 2022 | 3,060 | $198.4B |
| Q1 2022 | 3,070 | $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 |
|---|---|---|---|---|---|
| Redmond Asset Management, LLC | 20,354 | $3.00M | 0.94% | +865+4.4% | Added |
| Wealth Alliance | 20,336 | $2.99M | 0.36% | −1,473−6.8% | Reduced |
| Cardiff Park Advisors, LLC | 20,335 | $2.99M | 0.27% | +32+0.2% | Added |
| Guardian Investment Management | 20,278 | $2.99M | 2.59% | 00.0% | Unchanged |
| Rehmann Capital Advisory Group | 20,041 | $2.98M | 0.19% | −1,618−7.5% | Reduced |
| Lineweaver Wealth Advisors, LLC | 20,213 | $2.98M | 0.57% | +185+0.9% | Added |
| Umpqua Bank | 20,200 | $2.97M | 1.09% | +373+1.9% | Added |
| Roundview Capital LLC | 20,181 | $2.97M | 0.22% | +231+1.2% | Added |
| Solitude Financial Services | 20,165 | $2.97M | 1.27% | +5,968+42.0% | Added |
| GSB Wealth Management, LLC | 20,115 | $2.96M | 0.76% | +1,517+8.2% | Added |
| Milestone Asset Management, LLC | 20,108 | $2.96M | 0.67% | +1,643+8.9% | Added |
| Pitcairn Co | 20,096 | $2.96M | 0.17% | −3,887−16.2% | Reduced |
| Sculati Wealth Management, LLC | 20,063 | $2.95M | 1.18% | +423+2.2% | Added |
| Cox Capital Mgt LLC | 20,027 | $2.95M | 1.76% | +80.0% | Added |
| Landscape Capital Management, L.L.C. | 19,997 | $2.94M | 0.30% | +19,997 | New |
| Charles Schwab Trust Co | 19,933 | $2.94M | 0.25% | −2,971−13.0% | Reduced |
| Delta Financial Advisors LLC | 19,921 | $2.93M | 1.07% | −310−1.5% | Reduced |
| Mystic Asset Management, Inc. | 19,895 | $2.93M | 1.11% | +76+0.4% | Added |
| AlphaCore Capital LLC | 19,883 | $2.93M | 0.66% | −10−0.1% | Reduced |
| Horizon Kinetics Asset Management LLC | 19,793 | $2.91M | 0.04% | +5,760+41.0% | Added |
| Cyndeo Wealth Partners, LLC | 19,769 | $2.91M | 0.20% | +67+0.3% | Added |
| Financial Advisory Partners, LLC | 19,647 | $2.89M | 0.96% | −345−1.7% | Reduced |
| Wealth Group, Ltd. | 19,635 | $2.89M | 1.94% | +79+0.4% | Added |
| Arvest Bank Trust Division | 19,630 | $2.89M | 0.17% | +19,630 | New |
| Botty Investors LLC | 19,610 | $2.89M | 0.96% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 19,594 | $2.89M | 0.09% | −1,487−7.1% | Reduced |
| CMG Global Holdings, LLC | 19,584 | $2.88M | 1.63% | −989−4.8% | Reduced |
| Quadrant Capital Group LLC | 19,582 | $2.88M | 0.20% | −966−4.7% | Reduced |
| Hudock, Inc. | 19,547 | $2.88M | 0.50% | +129+0.7% | Added |
| White Pine Capital LLC | 19,544 | $2.88M | 0.98% | +106+0.5% | Added |
| Tortoise Capital Advisors, L.L.C. | 19,528 | $2.88M | 0.04% | 00.0% | Unchanged |
| Sippican Capital Advisors | 19,511 | $2.87M | 2.00% | +40+0.2% | Added |
| Legacy Advisors, LLC | 19,498 | $2.87M | 0.31% | +125+0.6% | Added |
| Creegan & Nassoura Financial Group, LLC | 19,438 | $2.86M | 1.80% | +8,524+78.1% | Added |
| Caldwell Sutter Capital, Inc. | 19,431 | $2.86M | 1.33% | −900−4.4% | Reduced |
| Sargent Investment Group, LLC | 19,415 | $2.86M | 0.51% | +2,432+14.3% | Added |
| Kampmann Melissa S. | 19,383 | $2.85M | 2.02% | +40+0.2% | Added |
| Dorsey & Whitney Trust CO LLC | 19,368 | $2.85M | 0.15% | +3,158+19.5% | Added |
| Wimmer Associates 1, LLC | 19,349 | $2.85M | 1.39% | +617+3.3% | Added |
| GM Advisory Group, Inc. | 19,344 | $2.85M | 0.17% | −1,617−7.7% | Reduced |
| Matrix Private Capital Group LLC | 19,343 | $2.85M | 1.64% | −30.0% | Reduced |
| Bangor Savings Bank | 19,232 | $2.83M | 0.27% | −109−0.6% | Reduced |
| 180 Wealth Advisors, LLC | 19,207 | $2.83M | 0.45% | +32+0.2% | Added |
| Continuum Advisory, LLC | 17,411 | $2.82M | 0.36% | +1,131+6.9% | Added |
| Quadrant Private Wealth Management, LLC | 19,106 | $2.81M | 0.70% | +931+5.1% | Added |
| Cohen Investment Advisors LLC | 19,076 | $2.81M | 1.72% | −150−0.8% | Reduced |
| Missouri Trust & Investment Co | 19,076 | $2.81M | 0.98% | +120+0.6% | Added |
| Two Sigma Investments, LP | 19,067 | $2.81M | 0.01% | +8,300+77.1% | Added |
| Y.D. More Investments Ltd | 19,071 | $2.81M | 0.29% | +5,228+37.8% | Added |
| Whitener Capital Management, Inc. | 19,056 | $2.81M | 0.80% | +1,911+11.1% | Added |
| BBR Partners, LLC | 19,054 | $2.81M | 0.21% | −268−1.4% | Reduced |
| Orleans Capital Management Corp | 19,054 | $2.81M | 1.59% | −350−1.8% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 19,000 | $2.80M | 0.60% | 00.0% | Unchanged |
| Vectors Research Management, LLC | 18,870 | $2.80M | 0.85% | +135+0.7% | Added |
| Boyd Watterson Asset Management LLC | 18,973 | $2.79M | 0.77% | +281+1.5% | Added |
| Leibman Financial Services, Inc. | 18,960 | $2.79M | 1.98% | +887+4.9% | Added |
| Quadcap Wealth Management, LLC | 18,927 | $2.79M | 0.44% | −1,956−9.4% | Reduced |
| Cordatus Wealth Management LLC | 18,884 | $2.78M | 1.00% | +90+0.5% | Added |
| Field & Main Bank | 18,871 | $2.78M | 0.99% | +195+1.0% | Added |
| Granite Investment Partners, LLC | 18,843 | $2.78M | 0.12% | −109−0.6% | Reduced |
| MONECO Advisors, LLC | 18,792 | $2.77M | 0.34% | +409+2.2% | Added |
| Franklin Street Advisors Inc | 18,751 | $2.76M | 0.19% | −18,362−49.5% | Reduced |
| West Oak Capital, LLC | 18,706 | $2.75M | 0.51% | +895+5.0% | Added |
| Coppell Advisory Solutions LLC | 18,911 | $2.75M | 0.41% | +1,859+10.9% | Added |
| Maven Securities LTD | 18,662 | $2.75M | 0.31% | −16,002−46.2% | Reduced |
| Carnegie Lake Advisors LLC | 18,600 | $2.74M | 1.08% | +18,600 | New |
| Private Capital Management, LLC | 18,588 | $2.74M | 0.30% | +625+3.5% | Added |
| Paradigm Asset Management Co LLC | 18,578 | $2.74M | 0.72% | 00.0% | Unchanged |
| Castellan Group, LLC | 18,570 | $2.73M | 1.15% | +9,810+112.0% | Added |
| First City Capital Management, Inc. | 18,549 | $2.73M | 1.41% | +3,251+21.3% | Added |
| Smithfield Trust Co | 18,521 | $2.73M | 0.13% | −57−0.3% | Reduced |
| Cutter & CO Brokerage, Inc. | 18,506 | $2.73M | 0.62% | −527−2.8% | Reduced |
| Stratos Wealth Advisors, LLC | 18,485 | $2.72M | 0.12% | −134−0.7% | Reduced |
| Howard Capital Management Inc. | 18,477 | $2.72M | 0.04% | +18,477 | New |
| Employees Retirement System of Texas | 18,410 | $2.71M | 0.02% | 00.0% | Unchanged |
| Modus Advisors, LLC | 18,406 | $2.71M | 0.89% | +966+5.5% | Added |
| Excalibur Management Corp | 18,381 | $2.71M | 1.03% | −133−0.7% | Reduced |
| Pallas Capital Advisors LLC | 17,933 | $2.70M | 0.12% | −308−1.7% | Reduced |
| Navellier & Associates Inc | 18,310 | $2.70M | 0.37% | −3,408−15.7% | Reduced |
| Smith, Moore & Co. | 18,293 | $2.69M | 0.26% | +1,162+6.8% | Added |
| Old Second National Bank of Aurora | 18,292 | $2.69M | 0.65% | +8,074+79.0% | Added |
| Pinnacle Wealth Management Advisory Group, LLC | 18,245 | $2.69M | 0.26% | −1,371−7.0% | Reduced |
| Harbour Investment Management LLC | 18,239 | $2.69M | 1.19% | +2,749+17.7% | Added |
| Saxon Interests, Inc. | 18,229 | $2.68M | 1.22% | +148+0.8% | Added |
| Painted Porch Advisors LLC | 18,217 | $2.68M | 1.36% | −75−0.4% | Reduced |
| Insigneo Advisory Services, LLC | 18,189 | $2.68M | 0.27% | +1,226+7.2% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 18,101 | $2.67M | 0.45% | +297+1.7% | Added |
| Titleist Asset Management, LLC | 18,068 | $2.66M | 0.39% | +1,654+10.1% | Added |
| Keene & Associates, Inc. | 18,052 | $2.66M | 2.01% | +349+2.0% | Added |
| Smartleaf Asset Management LLC | 18,272 | $2.66M | 0.32% | +4,622+33.9% | Added |
| Portside Wealth Group, LLC | 18,042 | $2.66M | 0.45% | −256−1.4% | Reduced |
| Harbor Investment Advisory, LLC | 18,023 | $2.65M | 0.26% | −311−1.7% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 17,962 | $2.65M | 1.05% | +309+1.8% | Added |
| Marcum Wealth, LLC | 17,962 | $2.65M | 0.25% | −1,219−6.4% | Reduced |
| Mitchell Sinkler & Starr | 22,438 | $2.64M | 0.66% | +3,680+19.6% | Added |
| Cooper Financial Group | 17,874 | $2.63M | 0.34% | −2,078−10.4% | Reduced |
| Grove Bank & Trust | 17,859 | $2.63M | 0.39% | −124−0.7% | Reduced |
| Coastline Trust Co | 17,858 | $2.63M | 0.31% | −5,855−24.7% | Reduced |
| Cigna Investments Inc | 17,801 | $2.62M | 0.47% | −315−1.7% | Reduced |
| Clear Creek Financial Management, LLC | 17,802 | $2.62M | 0.30% | +920+5.4% | Added |