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 |
|---|---|---|---|---|---|
| Midland Wealth Advisors LLC | 15,511 | $2.28M | 0.13% | −235−1.5% | Reduced |
| Ahl Investment Management, Inc. | 15,502 | $2.28M | 1.57% | +60+0.4% | Added |
| Edmp, Inc. | 15,474 | $2.28M | 1.87% | +213+1.4% | Added |
| NovaPoint Capital, LLC | 15,450 | $2.28M | 0.71% | +985+6.8% | Added |
| Bristlecone Advisors, LLC | 15,421 | $2.27M | 0.18% | −1,493−8.8% | Reduced |
| Adirondack Trust Co | 15,405 | $2.27M | 0.87% | −110−0.7% | Reduced |
| South Street Advisors LLC | 15,404 | $2.27M | 0.34% | −1,796−10.4% | Reduced |
| Alpine Woods Capital Investors, LLC | 14,491 | $2.27M | 0.40% | +319+2.3% | Added |
| HAP Trading, LLC | 15,395 | $2.27M | 1.15% | +15,395 | New |
| Abundance Wealth Counselors | 15,391 | $2.27M | 0.47% | +15,391 | New |
| Green Square Capital Advisors LLC | 15,571 | $2.27M | 0.32% | −1,951−11.1% | Reduced |
| Krilogy Financial LLC | 15,382 | $2.27M | 0.16% | −277−1.8% | Reduced |
| Arrow Financial Corp | 15,360 | $2.26M | 0.21% | −50.0% | Reduced |
| SignalPoint Asset Management, LLC | 15,526 | $2.26M | 0.53% | +635+4.3% | Added |
| Wealth Effects LLC | 15,296 | $2.25M | 0.79% | −244−1.6% | Reduced |
| Birch Hill Investment Advisors LLC | 15,284 | $2.25M | 0.11% | −10−0.1% | Reduced |
| O'Brien Greene & Co. Inc | 15,258 | $2.25M | 0.70% | −236−1.5% | Reduced |
| Accordant Advisory Group Inc | 15,251 | $2.25M | 1.79% | +435+2.9% | Added |
| Summit Financial, LLC | 15,225 | $2.24M | 0.09% | +3,804+33.3% | Added |
| Naviter Wealth, LLC | 15,215 | $2.24M | 0.31% | −1,391−8.4% | Reduced |
| PYA Waltman Capital, LLC | 15,211 | $2.24M | 0.73% | +761+5.3% | Added |
| JTC Employer Solutions Trusteee Ltd | 15,178 | $2.24M | 0.15% | 00.0% | Unchanged |
| Round Rock Advisors, LLC | 15,177 | $2.24M | 0.52% | −2,070−12.0% | Reduced |
| Parkside Financial Bank & Trust | 15,174 | $2.23M | 0.31% | −126−0.8% | Reduced |
| Lake Street Advisors Group, LLC | 15,172 | $2.23M | 0.10% | −10,600−41.1% | Reduced |
| Compton Wealth Advisory Group, LLC | 15,157 | $2.23M | 0.56% | +572+3.9% | Added |
| Inlet Private Wealth, LLC | 15,148 | $2.23M | 0.57% | +1,400+10.2% | Added |
| Todd Asset Management LLC | 15,139 | $2.23M | 0.05% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 15,129 | $2.23M | 0.66% | −60.0% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 15,102 | $2.22M | 0.93% | +15,102 | New |
| Alexander Labrunerie & Co., Inc. | 15,082 | $2.22M | 1.02% | −60.0% | Reduced |
| Pacific Center for Financial Services | 15,053 | $2.22M | 0.58% | 00.0% | Unchanged |
| Greenwood Capital Associates LLC | 15,049 | $2.22M | 0.29% | −4,325−22.3% | Reduced |
| Richard P Slaughter Associates Inc | 15,037 | $2.21M | 0.51% | +1,078+7.7% | Added |
| Marietta Investment Partners LLC | 14,971 | $2.20M | 0.47% | 00.0% | Unchanged |
| Joel Isaacson & Co., LLC | 14,923 | $2.20M | 0.10% | −98−0.7% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 14,895 | $2.19M | 0.33% | +10.0% | Added |
| IMA Wealth, Inc. | 14,882 | $2.19M | 0.48% | +14,882 | New |
| Enclave Advisors LLC | 14,873 | $2.19M | 0.37% | +14,873 | New |
| Systematic Alpha Investments, LLC | 14,854 | $2.19M | 0.08% | 00.0% | Unchanged |
| Bank of Stockton | 14,849 | $2.19M | 0.66% | −2,751−15.6% | Reduced |
| Childress Capital Advisors, LLC | 14,843 | $2.19M | 0.59% | +1,023+7.4% | Added |
| Crestline Management, LP | 14,799 | $2.18M | 0.12% | +14,799 | New |
| Hoertkorn Richard Charles | 14,747 | $2.17M | 0.94% | 00.0% | Unchanged |
| Longfellow Investment Management Co LLC | 14,745 | $2.17M | 0.54% | +89+0.6% | Added |
| Private Harbour Investment Management & Counsel, LLC | 14,740 | $2.17M | 2.29% | −11−0.1% | Reduced |
| Gryphon Financial Partners LLC | 14,703 | $2.17M | 0.29% | +763+5.5% | Added |
| Bridgewealth Advisory Group, LLC | 14,702 | $2.17M | 0.79% | +8,758+147.3% | Added |
| Chilton Capital Management LLC | 14,700 | $2.16M | 0.09% | −1,389−8.6% | Reduced |
| GeoWealth Management, LLC | 14,662 | $2.16M | 0.08% | −1,758−10.7% | Reduced |
| Pinnacle West Asset Management, Inc. | 14,655 | $2.16M | 1.55% | +325+2.3% | Added |
| LRI Investments, LLC | 13,336 | $2.16M | 0.21% | −156−1.2% | Reduced |
| Avanda Investment Management Pte. Ltd. | 14,626 | $2.15M | 0.42% | −14,232−49.3% | Reduced |
| Outlook Wealth Advisors, LLC | 14,593 | $2.15M | 0.62% | −507−3.4% | Reduced |
| Founders Financial Securities LLC | 14,571 | $2.15M | 0.20% | −642−4.2% | Reduced |
| First Bank & Trust | 14,556 | $2.14M | 0.41% | −2,406−14.2% | Reduced |
| Pure Financial Advisors, Inc. | 14,535 | $2.14M | 0.05% | +4,341+42.6% | Added |
| Dover Advisors, LLC | 14,527 | $2.14M | 1.21% | −359−2.4% | Reduced |
| Sentinel Trust Co Lba | 14,526 | $2.14M | 0.24% | −1,250−7.9% | Reduced |
| Perennial Investment Advisors, LLC | 14,521 | $2.14M | 0.28% | +103+0.7% | Added |
| Main Street Financial Solutions, LLC | 14,503 | $2.14M | 0.20% | −7,366−33.7% | Reduced |
| Centiva Capital, LP | 14,486 | $2.13M | 0.10% | −9,242−38.9% | Reduced |
| Herbst Group, LLC | 14,475 | $2.13M | 1.32% | −75−0.5% | Reduced |
| CIC Wealth, LLC | 14,474 | $2.13M | 0.55% | +245+1.7% | Added |
| Argonautica Private Wealth Management, Inc | 14,442 | $2.13M | 0.71% | +118+0.8% | Added |
| 9258 Wealth Management, LLC | 14,427 | $2.12M | 0.31% | +94+0.7% | Added |
| Somerset Trust Co | 14,385 | $2.12M | 0.79% | −18−0.1% | Reduced |
| Monarch Capital Management Inc | 14,376 | $2.12M | 0.57% | −100−0.7% | Reduced |
| Arbor Capital Management Inc | 14,190 | $2.12M | 2.00% | +819+6.1% | Added |
| Providence Wealth Advisors, LLC | 14,113 | $2.11M | 1.56% | +150+1.1% | Added |
| Cassaday & Co Wealth Management LLC | 14,341 | $2.11M | 0.06% | −481−3.2% | Reduced |
| Ethic Inc. | 13,381 | $2.11M | 0.05% | −2,202−14.1% | Reduced |
| Community Financial Services Group, LLC | 14,320 | $2.11M | 0.43% | +473+3.4% | Added |
| Secure Asset Management, LLC | 14,278 | $2.10M | 0.36% | +2,527+21.5% | Added |
| Aviance Capital Partners, LLC | 14,265 | $2.10M | 0.28% | +30.0% | Added |
| Wright Investors Service Inc | 14,251 | $2.10M | 0.55% | −4,113−22.4% | Reduced |
| Blackhawk Capital Partners LLC. | 14,244 | $2.10M | 1.12% | +2,908+25.7% | Added |
| Altrafin AG | 14,240 | $2.10M | 0.76% | +1,900+15.4% | Added |
| Pavion Blue Capital, LLC | 14,218 | $2.09M | 0.98% | +60.0% | Added |
| Correct Capital Wealth Management | 14,192 | $2.09M | 0.46% | +4,018+39.5% | Added |
| Manhattan West Asset Management, LLC | 14,186 | $2.09M | 0.54% | +391+2.8% | Added |
| Brady Family Wealth, LLC | 14,170 | $2.09M | 0.63% | +51+0.4% | Added |
| Schechter Investment Advisors, LLC | 14,165 | $2.09M | 0.15% | −2,037−12.6% | Reduced |
| Northstar Asset Management LLC | 14,156 | $2.08M | 0.48% | +200+1.4% | Added |
| Creative Financial Designs Inc | 14,154 | $2.08M | 0.18% | +8,822+165.5% | Added |
| BKM Wealth Management, LLC | 14,149 | $2.08M | 0.85% | +787+5.9% | Added |
| Romano Brothers and Company | 14,039 | $2.07M | 0.26% | +985+7.5% | Added |
| BEAM Asset Management, LLC | 14,004 | $2.06M | 0.63% | +35+0.3% | Added |
| Cascade Investment Group, Inc. | 13,982 | $2.06M | 1.51% | −10−0.1% | Reduced |
| Chemung Canal Trust Co | 13,956 | $2.06M | 0.42% | −9−0.1% | Reduced |
| Alaethes Wealth LLC | 13,904 | $2.05M | 0.76% | +1,499+12.1% | Added |
| Integral Investment Advisors, Inc. | 13,897 | $2.05M | 0.69% | +493+3.7% | Added |
| Ti-Trust, Inc | 13,870 | $2.04M | 1.46% | −128−0.9% | Reduced |
| Lynx Capital Group Ltd | 13,861 | $2.04M | 1.32% | +9+0.1% | Added |
| Signet Investment Advisory Group, Inc. | 13,823 | $2.04M | 1.02% | +1,066+8.4% | Added |
| St Germain D J Co Inc | 13,785 | $2.03M | 0.09% | −467−3.3% | Reduced |
| Turtle Creek Wealth Advisors, LLC | 13,765 | $2.03M | 0.41% | +35+0.3% | Added |
| Proquility Private Wealth Partners, LLC | 13,759 | $2.03M | 0.65% | +1,847+15.5% | Added |
| Wealth Management Partners, LLC | 13,739 | $2.02M | 0.94% | −308−2.2% | Reduced |
| Alberta Investment Management Corp | 13,700 | $2.02M | 0.02% | 00.0% | Unchanged |