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 |
|---|---|---|---|---|---|
| Paradigm Financial Partners, LLC | 11,165 | $1.77M | 0.25% | −589−5.0% | Reduced |
| Frank, Rimerman Advisors LLC | 12,032 | $1.77M | 0.13% | −14,094−53.9% | Reduced |
| Supplemental Annuity Collective Trust of NJ | 12,000 | $1.77M | 0.52% | 00.0% | Unchanged |
| Montchanin Asset Management, LLC | 11,984 | $1.76M | 1.63% | +280+2.4% | Added |
| Bourgeon Capital Management LLC | 11,942 | $1.76M | 0.34% | −621−4.9% | Reduced |
| Conning Inc. | 11,935 | $1.76M | 0.06% | −108−0.9% | Reduced |
| Weaver C. Barksdale & Associates, Inc. | 11,933 | $1.76M | 1.58% | −454−3.7% | Reduced |
| Morningstar Investment Management LLC | 11,522 | $1.75M | 0.17% | +443+4.0% | Added |
| Widmann Financial Services, Inc. | 11,836 | $1.74M | 1.32% | +6+0.1% | Added |
| North Star Asset Management Inc | 11,827 | $1.74M | 0.08% | +20.0% | Added |
| Twin Tree Management, LP | 11,812 | $1.74M | 0.04% | +11,812 | New |
| CNB Bank | 11,758 | $1.73M | 0.80% | −759−6.1% | Reduced |
| Sweet Financial Partners, LLC | 11,729 | $1.73M | 0.37% | −139−1.2% | Reduced |
| Pinnacle Bancorp, Inc. | 11,722 | $1.73M | 0.46% | +360+3.2% | Added |
| Lindbrook Capital, LLC | 11,672 | $1.72M | 0.15% | −1,471−11.2% | Reduced |
| Menard Financial Group LLC | 11,668 | $1.72M | 1.13% | −779−6.3% | Reduced |
| Invesco, LLC | 11,658 | $1.72M | 0.68% | +169+1.5% | Added |
| Murphy, Middleton, Hinkle & Parker, Inc. | 11,655 | $1.72M | 0.93% | −338−2.8% | Reduced |
| Tevis Investment Management | 11,647 | $1.72M | 1.27% | +1,404+13.7% | Added |
| AdvisorNet Financial, Inc | 11,643 | $1.71M | 0.13% | +531+4.8% | Added |
| Jmac Enterprises LLC | 11,632 | $1.71M | 0.27% | −633−5.2% | Reduced |
| Strong Tower Advisory Services | 11,628 | $1.71M | 0.48% | +1,608+16.0% | Added |
| Hollencrest Capital Management | 11,604 | $1.71M | 0.07% | −758−6.1% | Reduced |
| Neumann Capital Management, LLC | 11,595 | $1.71M | 0.57% | −120−1.0% | Reduced |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 11,584 | $1.71M | 0.47% | +682+6.3% | Added |
| E Fund Management Co., Ltd. | 11,584 | $1.71M | 0.09% | +726+6.7% | Added |
| Clarius Group, LLC | 12,071 | $1.71M | 0.12% | −1,903−13.6% | Reduced |
| Parthenon LLC | 11,551 | $1.70M | 0.20% | −381−3.2% | Reduced |
| Blackhill Capital Inc | 11,550 | $1.70M | 0.10% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 11,256 | $1.69M | 0.60% | +11,256 | New |
| New Hampshire Trust | 11,471 | $1.69M | 0.36% | −41−0.4% | Reduced |
| Archer Investment Corp | 11,449 | $1.69M | 0.45% | +369+3.3% | Added |
| Waverton Investment Management Ltd | 11,397 | $1.68M | 0.03% | −44,170−79.5% | Reduced |
| Hardy Reed LLC | 11,387 | $1.68M | 0.15% | +963+9.2% | Added |
| Prosperity Consulting Group, LLC | 11,383 | $1.68M | 0.13% | +4,054+55.3% | Added |
| Piscataqua Savings Bank | 11,380 | $1.68M | 1.42% | +8+0.1% | Added |
| Atlas Private Wealth Advisors | 11,375 | $1.68M | 0.24% | +78+0.7% | Added |
| Archford Capital Strategies, LLC | 11,020 | $1.67M | 0.25% | +493+4.7% | Added |
| Per Stirling Capital Management, LLC. | 11,348 | $1.67M | 0.23% | +115+1.0% | Added |
| VCI Wealth Management LLC | 11,342 | $1.67M | 0.74% | +11,342 | New |
| Empirical Asset Management, LLC | 26,776 | $1.67M | 0.59% | −423−1.6% | Reduced |
| Eisler Capital (US) LLC | 11,326 | $1.67M | 0.31% | −17,366−60.5% | Reduced |
| Beck Mack & Oliver LLC | 11,302 | $1.66M | 0.03% | −641−5.4% | Reduced |
| Harvey Investment Co LLC | 11,302 | $1.66M | 0.19% | −140−1.2% | Reduced |
| EPG Wealth Management LLC | 11,281 | $1.66M | 0.42% | +11,281 | Added |
| Osborne Partners Capital Management, LLC | 11,271 | $1.66M | 0.09% | 00.0% | Unchanged |
| Evergreen Wealth Management, LLC | 11,270 | $1.66M | 1.00% | +11,270 | New |
| Sage Mountain Advisors LLC | 11,268 | $1.66M | 0.14% | −79−0.7% | Reduced |
| Gibson Wealth Advisors LLC | 11,248 | $1.66M | 1.35% | 00.0% | Unchanged |
| AlphaStar Capital Management, LLC | 11,247 | $1.66M | 0.13% | +714+6.8% | Added |
| Silverlake Wealth Management LLC | 11,240 | $1.66M | 0.64% | +336+3.1% | Added |
| DRW Securities, LLC | 11,210 | $1.65M | 0.09% | +11,210 | New |
| Main Street Research LLC | 11,209 | $1.65M | 0.10% | +263+2.4% | Added |
| SevenBridge Financial Group, LLC | 10,545 | $1.65M | 0.32% | +335+3.3% | Added |
| Heritage Wealth Advisors | 11,141 | $1.64M | 0.08% | +690+6.6% | Added |
| Claro Advisors LLC | 11,140 | $1.64M | 0.21% | −207−1.8% | Reduced |
| CORDA Investment Management, LLC. | 11,136 | $1.64M | 0.13% | +1,583+16.6% | Added |
| Covenant Asset Management, LLC | 11,115 | $1.64M | 0.36% | +76+0.7% | Added |
| Fullcircle Wealth LLC | 10,841 | $1.63M | 0.73% | +1,340+14.1% | Added |
| King Wealth | 11,080 | $1.63M | 0.25% | +514+4.9% | Added |
| Hamilton Capital, LLC | 10,954 | $1.63M | 0.12% | +1,082+11.0% | Added |
| CoreCommodity Management, LLC | 11,026 | $1.62M | 0.30% | +9,302+539.6% | Added |
| Mount Yale Investment Advisors, LLC | 11,021 | $1.62M | 0.16% | −9,436−46.1% | Reduced |
| Ruffer LLP | 11,000 | $1.62M | 0.05% | 00.0% | Unchanged |
| Lodestone Wealth Management LLC | 10,981 | $1.62M | 0.82% | +115+1.1% | Added |
| Hantz Financial Services, Inc. | 10,981 | $1.62M | 0.03% | −72,679−86.9% | Reduced |
| Ledyard National Bank | 10,971 | $1.62M | 0.15% | −365−3.2% | Reduced |
| WCM Investment Management, LLC | 11,009 | $1.60M | 0.00% | +8,298+306.1% | Added |
| Precedent Wealth Partners, LLC | 10,872 | $1.60M | 0.53% | +945+9.5% | Added |
| Capital Advantage, Inc. | 10,868 | $1.60M | 0.31% | −39−0.4% | Reduced |
| Gradient Capital Advisors, LLC | 10,855 | $1.60M | 0.53% | −687−6.0% | Reduced |
| Siemens Fonds Invest GmbH | 10,852 | $1.60M | 0.13% | +298+2.8% | Added |
| Mosaic Financial Group, LLC | 10,828 | $1.59M | 1.13% | +194+1.8% | Added |
| Walker Asset Management, LLC | 10,822 | $1.59M | 0.99% | −325−2.9% | Reduced |
| Forza Wealth Management, LLC | 10,794 | $1.59M | 0.73% | −163−1.5% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 10,788 | $1.59M | 1.01% | −400−3.6% | Reduced |
| BWM Planning, LLC | 10,770 | $1.59M | 0.70% | +10,770 | New |
| Clearview Wealth Advisors LLC | 10,764 | $1.59M | 1.22% | −345−3.1% | Reduced |
| Rogco, LP | 10,763 | $1.59M | 0.62% | −159−1.5% | Reduced |
| Oxbow Advisors, LLC | 10,728 | $1.58M | 0.16% | −378−3.4% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 10,716 | $1.58M | 0.58% | +185+1.8% | Added |
| Cypress Wealth Services, LLC | 10,701 | $1.58M | 0.33% | +1,241+13.1% | Added |
| Moseley Investment Management Inc | 10,674 | $1.57M | 0.63% | −122−1.1% | Reduced |
| Meiji Yasuda Life Insurance Co | 10,673 | $1.57M | 0.03% | −1,179−9.9% | Reduced |
| Ignite Planners, LLC | 10,660 | $1.57M | 0.36% | −1,076−9.2% | Reduced |
| Harvest Portfolios Group Inc. | 10,655 | $1.57M | 0.05% | +1,113+11.7% | Added |
| Altus Wealth Group LLC | 10,654 | $1.57M | 0.67% | +46+0.4% | Added |
| M. Kraus & Co | 10,603 | $1.56M | 0.46% | −480−4.3% | Reduced |
| Clough Capital Partners L P | 10,600 | $1.56M | 0.16% | 00.0% | Unchanged |
| Blackstone Group Inc. | 10,579 | $1.56M | 0.01% | 00.0% | Unchanged |
| Gen-Wealth Partners Inc | 10,523 | $1.56M | 0.68% | −683−6.1% | Reduced |
| iA Global Asset Management Inc. | 10,571 | $1.56M | 0.03% | +6,501+159.7% | Added |
| NFP Retirement, Inc. | 10,550 | $1.55M | 0.13% | −522−4.7% | Reduced |
| Infrastructure Capital Advisors, LLC | 10,546 | $1.55M | 0.22% | −127−1.2% | Reduced |
| Embree Financial Group | 10,503 | $1.55M | 0.28% | +644+6.5% | Added |
| Cypress Capital Management LLC (WY) | 10,502 | $1.55M | 1.67% | −94−0.9% | Reduced |
| Cunning Capital Partners, LP | 10,495 | $1.55M | 0.82% | 00.0% | Unchanged |
| Roanoke Asset Management Corp | 10,489 | $1.54M | 0.49% | −50−0.5% | Reduced |
| LM Advisors LLC | 10,485 | $1.54M | 0.31% | −150−1.4% | Reduced |
| Eagle Wealth Strategies LLC | 10,448 | $1.54M | 1.12% | −93−0.9% | Reduced |