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 |
|---|---|---|---|---|---|
| Threadgill Financial, LLC | 17,786 | $2.62M | 1.56% | −3,289−15.6% | Reduced |
| Clear Harbor Asset Management, LLC | 17,730 | $2.61M | 0.21% | +52+0.3% | Added |
| Philadelphia Trust Co | 17,718 | $2.61M | 0.19% | −352−1.9% | Reduced |
| RMR Wealth Builders | 17,704 | $2.61M | 0.28% | +344+2.0% | Added |
| Cadinha & Co LLC | 17,704 | $2.61M | 0.45% | −11,726−39.8% | Reduced |
| Berkeley Capital Partners, LLC | 17,690 | $2.61M | 0.74% | +2,459+16.1% | Added |
| Patron Partners Advisors, LLC | 17,689 | $2.61M | 1.44% | −247−1.4% | Reduced |
| Pullen Investment Management, LLC | 17,667 | $2.60M | 1.90% | +266+1.5% | Added |
| CFS Investment Advisory Services, LLC | 17,659 | $2.60M | 0.22% | −25,661−59.2% | Reduced |
| Chicago Partners Investment Group LLC | 17,267 | $2.60M | 0.09% | −324−1.8% | Reduced |
| HBW Advisory Services LLC | 17,625 | $2.60M | 0.38% | +13,266+304.3% | Added |
| Acropolis Investment Management, LLC | 17,560 | $2.59M | 0.15% | −1,381−7.3% | Reduced |
| SFE Investment Counsel | 17,515 | $2.58M | 0.54% | −30−0.2% | Reduced |
| Traynor Capital Management, Inc. | 17,508 | $2.58M | 0.21% | +894+5.4% | Added |
| Oakworth Capital, Inc. | 17,472 | $2.57M | 0.18% | −422−2.4% | Reduced |
| JFS Wealth Advisors, LLC | 17,458 | $2.57M | 0.17% | +4,512+34.9% | Added |
| Bull Street Advisors, LLC | 17,425 | $2.57M | 1.19% | +1,705+10.8% | Added |
| Norden Group LLC | 17,359 | $2.56M | 0.30% | +1,051+6.4% | Added |
| Garrett Wealth Advisory Group, LLC | 17,319 | $2.55M | 0.63% | +9,399+118.7% | Added |
| Bellecapital International Ltd. | 17,314 | $2.55M | 0.51% | +7,730+80.7% | Added |
| Investment Advisory Services Inc | 17,305 | $2.55M | 0.90% | −3,871−18.3% | Reduced |
| Sigma Investment Counselors Inc | 17,303 | $2.55M | 0.15% | −1,218−6.6% | Reduced |
| Mayflower Financial Advisors, LLC | 17,296 | $2.55M | 0.38% | +2,216+14.7% | Added |
| WP Advisors, LLC | 17,294 | $2.55M | 0.93% | −2,466−12.5% | Reduced |
| Nicholas Hoffman & Company, LLC. | 17,284 | $2.55M | 0.11% | −1,081−5.9% | Reduced |
| Slagle Financial, LLC | 17,266 | $2.54M | 1.13% | +1,268+7.9% | Added |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 16,488 | $2.54M | 0.97% | −251−1.5% | Reduced |
| Beacon Financial Group | 17,212 | $2.53M | 0.27% | −428−2.4% | Reduced |
| Perpetual Ltd | 17,212 | $2.53M | 0.03% | 00.0% | Unchanged |
| Fielder Capital Group LLC | 17,171 | $2.53M | 0.84% | −200−1.2% | Reduced |
| Delta Investment Management, LLC | 17,143 | $2.52M | 0.51% | −30−0.2% | Reduced |
| Nvest Financial, LLC | 17,133 | $2.52M | 1.44% | −234−1.3% | Reduced |
| Sompo Asset Management Co., Ltd. | 17,122 | $2.52M | 0.40% | +5,302+44.9% | Added |
| Autumn Glory Partners, LLC | 17,098 | $2.52M | 0.97% | +5,910+52.8% | Added |
| Old Port Advisors | 17,078 | $2.52M | 0.70% | −559−3.2% | Reduced |
| Ironwood Investment Counsel, LLC | 17,052 | $2.51M | 0.42% | −107−0.6% | Reduced |
| Financial Sense Advisors, Inc. | 17,028 | $2.51M | 0.69% | −3,872−18.5% | Reduced |
| Certified Advisory Corp | 17,012 | $2.51M | 0.28% | −199−1.2% | Reduced |
| Personal Cfo Solutions, LLC | 16,986 | $2.50M | 0.35% | −450−2.6% | Reduced |
| Valmark Advisers, Inc. | 16,984 | $2.50M | 0.04% | +2,163+14.6% | Added |
| Focus Financial Network, Inc. | 16,956 | $2.50M | 0.10% | +173+1.0% | Added |
| Founders Financial Alliance, LLC | 16,912 | $2.49M | 0.69% | −76−0.4% | Reduced |
| Cohen Capital Management, Inc. | 16,908 | $2.49M | 0.40% | 00.0% | Unchanged |
| Pettee Investors, Inc. | 16,894 | $2.49M | 1.21% | 00.0% | Unchanged |
| Evanson Asset Management, LLC | 16,827 | $2.48M | 0.18% | +26+0.2% | Added |
| Wilkinson Global Asset Management LLC | 16,783 | $2.47M | 0.15% | −924−5.2% | Reduced |
| Peoples Financial Services Corp. | 16,760 | $2.47M | 1.12% | −1,247−6.9% | Reduced |
| Catalyst Capital Advisors LLC | 16,667 | $2.45M | 0.06% | +16,667 | New |
| Verus Capital Partners, LLC | 16,610 | $2.45M | 0.24% | −331−2.0% | Reduced |
| Catalytic Wealth RIA, LLC | 16,616 | $2.45M | 0.43% | −532−3.1% | Reduced |
| Triangle Securities Wealth Management | 16,608 | $2.45M | 0.63% | +87+0.5% | Added |
| TKG Advisors, LLC | 16,579 | $2.44M | 1.20% | +1,062+6.8% | Added |
| Vise Technologies, Inc. | 16,566 | $2.44M | 0.31% | +1,536+10.2% | Added |
| Insight Inv LLC | 16,560 | $2.44M | 2.05% | −165−1.0% | Reduced |
| Wilkins Investment Counsel Inc | 16,515 | $2.43M | 0.34% | 00.0% | Unchanged |
| Aspiriant, LLC | 16,487 | $2.43M | 0.09% | +1,026+6.6% | Added |
| Private Portfolio Partners LLC | 16,472 | $2.43M | 0.45% | +16,472 | New |
| Bontempo Ohly Capital Mgmt LLC | 16,466 | $2.42M | 1.11% | +1,034+6.7% | Added |
| Trivant Custom Portfolio Group, LLC | 16,408 | $2.42M | 1.39% | +220+1.4% | Added |
| Joseph Group Capital Management | 16,393 | $2.41M | 0.92% | +3,092+23.2% | Added |
| Univest Financial Corp | 16,383 | $2.41M | 0.16% | +12,164+288.3% | Added |
| Larson Financial Group LLC | 16,379 | $2.41M | 0.14% | +7,908+93.4% | Added |
| Aster Capital Management (DIFC) Ltd | 16,373 | $2.41M | 0.52% | +16,373 | New |
| Van Cleef Asset Management,Inc | 16,318 | $2.40M | 0.27% | −24−0.1% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 15,360 | $2.40M | 1.26% | 00.0% | Unchanged |
| Berkshire Bank | 16,274 | $2.40M | 0.56% | +832+5.4% | Added |
| Leelyn Smith, LLC | 16,229 | $2.39M | 0.43% | +979+6.4% | Added |
| Banco de Sabadell, S.A | 16,174 | $2.39M | 1.79% | −735−4.3% | Reduced |
| Private Capital Advisors, Inc. | 16,182 | $2.38M | 0.26% | −450−2.7% | Reduced |
| Smith Chas P & Associates Pa Cpas | 16,175 | $2.38M | 0.13% | +832+5.4% | Added |
| Fiduciary Group LLC | 16,155 | $2.38M | 0.24% | +109+0.7% | Added |
| Capital Advisors Wealth Management, LLC | 16,146 | $2.38M | 0.44% | −355−2.2% | Reduced |
| Clarus Group, Inc. | 16,145 | $2.38M | 1.00% | −1,163−6.7% | Reduced |
| Qtron Investments LLC | 16,139 | $2.38M | 0.32% | −1,463−8.3% | Reduced |
| Raab & Moskowitz Asset Management LLC | 16,133 | $2.38M | 0.60% | −447−2.7% | Reduced |
| Trust Point Inc. | 16,123 | $2.37M | 0.18% | −2,594−13.9% | Reduced |
| Arete Wealth Advisors, LLC | 16,112 | $2.37M | 0.20% | +16,112 | New |
| Jeppson Wealth Management, LLC | 16,056 | $2.36M | 0.85% | −295−1.8% | Reduced |
| Iat Reinsurance Co Ltd. | 16,000 | $2.36M | 0.53% | 00.0% | Unchanged |
| Southland Equity Partners LLC | 15,980 | $2.35M | 0.57% | +3,619+29.3% | Added |
| Trueblood Wealth Management, LLC | 15,959 | $2.35M | 1.18% | −1,761−9.9% | Reduced |
| Chesapeake Wealth Management | 15,932 | $2.35M | 0.80% | −197−1.2% | Reduced |
| Newman Dignan & Sheerar, Inc. | 15,565 | $2.34M | 0.56% | +326+2.1% | Added |
| Van Strum & Towne Inc. | 15,907 | $2.34M | 0.81% | +23+0.1% | Added |
| Fort Point Capital Partners LLC | 15,859 | $2.34M | 0.29% | +262+1.7% | Added |
| Knuff & Co LLC | 15,849 | $2.33M | 0.71% | +1,315+9.0% | Added |
| Ostrum Asset Management | 15,806 | $2.33M | 0.19% | +192+1.2% | Added |
| Trustco Bank Corp N Y | 15,784 | $2.32M | 2.33% | −26−0.2% | Reduced |
| Keystone Financial Group | 15,772 | $2.32M | 0.30% | +1,645+11.6% | Added |
| DeDora Capital, Inc. | 15,706 | $2.31M | 0.65% | +256+1.7% | Added |
| Finer Wealth Management, Inc. | 15,699 | $2.31M | 1.43% | −104−0.7% | Reduced |
| Lindenwold Advisors | 15,651 | $2.30M | 1.16% | +238+1.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 15,632 | $2.30M | 0.14% | −11,205−41.8% | Reduced |
| Atlantic Trust, LLC | 15,580 | $2.29M | 0.55% | +136+0.9% | Added |
| Live Oak Investment Partners | – | $2.29M | 1.78% | – | – |
| St. Louis Financial Planners Asset Management, LLC | 15,197 | $2.29M | 1.82% | +1,722+12.8% | Added |
| Journey Strategic Wealth LLC | 15,547 | $2.29M | 0.08% | +3,011+24.0% | Added |
| Keudell/Morrison Wealth Management | 15,533 | $2.29M | 0.62% | +8+0.1% | Added |
| ORG Partners LLC | 15,514 | $2.29M | 0.37% | +3,995+34.7% | Added |
| Somerset Group LLC | 15,513 | $2.28M | 2.11% | 00.0% | Unchanged |