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 |
|---|---|---|---|---|---|
| Garrison Point Advisors, LLC | 10,440 | $1.54M | 0.95% | −46−0.4% | Reduced |
| Resurgent Financial Advisors LLC | 10,426 | $1.54M | 0.90% | −5,028−32.5% | Reduced |
| Signal Advisors Wealth, LLC | 10,403 | $1.53M | 0.22% | +10,403 | New |
| Plancorp, LLC | 10,374 | $1.53M | 0.06% | +108+1.1% | Added |
| Nicolet Bankshares Inc | 10,340 | $1.52M | 0.37% | −690−6.3% | Reduced |
| WCG Wealth Advisors LLC | 10,309 | $1.52M | 0.10% | +10,309 | New |
| Lakeview Capital Partners, LLC | 10,300 | $1.52M | 0.24% | +759+8.0% | Added |
| Northside Capital Management, LLC | 10,282 | $1.51M | 0.24% | −1,000−8.9% | Reduced |
| Pacific Wealth Strategies Group, Inc. | 10,246 | $1.51M | 1.12% | +1,353+15.2% | Added |
| Athena Investment Management | 10,243 | $1.51M | 0.86% | +350+3.5% | Added |
| Peoples Bank | 10,238 | $1.51M | 1.01% | +60+0.6% | Added |
| Miller Investment Management, LP | 10,220 | $1.51M | 0.16% | 00.0% | Unchanged |
| DF Dent & Co Inc | 10,214 | $1.50M | 0.02% | +254+2.6% | Added |
| Founders Capital Management, LLC | 10,190 | $1.50M | 0.26% | +8,510+506.5% | Added |
| Peregrine Asset Advisers, Inc. | 10,159 | $1.50M | 0.52% | −193−1.9% | Reduced |
| Aspen Investment Management Inc | 10,151 | $1.50M | 0.70% | −55−0.5% | Reduced |
| Bank & Trust Co | 10,128 | $1.49M | 1.21% | −72−0.7% | Reduced |
| Premier Path Wealth Partners, LLC | 10,117 | $1.49M | 0.23% | −2,000−16.5% | Reduced |
| Alpine Bank Wealth Management | 10,107 | $1.49M | 0.24% | +10,107 | New |
| Marco Investment Management LLC | 10,090 | $1.49M | 0.13% | −6,655−39.7% | Reduced |
| Coastal Investment Advisors, Inc. | 9,772 | $1.48M | 0.68% | −7,607−43.8% | Reduced |
| Aire Advisors, LLC | 10,061 | $1.48M | 0.33% | +19+0.2% | Added |
| Wellington Shields Capital Management, LLC | 10,054 | $1.48M | 0.26% | −439−4.2% | Reduced |
| Access Financial Services, Inc. | 10,035 | $1.48M | 0.68% | +309+3.2% | Added |
| Apriem Advisors | 10,019 | $1.48M | 0.17% | +1,539+18.1% | Added |
| Doheny Asset Management | 10,013 | $1.48M | 1.01% | −478−4.6% | Reduced |
| Centennial Bank | 10,015 | $1.47M | 0.68% | −1,431−12.5% | Reduced |
| Barbara Oil Co. | 10,000 | $1.47M | 0.60% | 00.0% | Unchanged |
| TCM Advisors, LLC | – | $1.46M | 1.21% | – | – |
| Raleigh Capital Management Inc. | 9,900 | $1.46M | 0.56% | −4,955−33.4% | Reduced |
| Hubbell Strickland Wealth Management, LLC | 9,865 | $1.45M | 0.68% | +372+3.9% | Added |
| Searle & Co. | 9,846 | $1.45M | 0.36% | −7,228−42.3% | Reduced |
| Sterling Capital Management LLC | 9,833 | $1.45M | 0.02% | +9,833 | New |
| Advisory Research Inc | 9,781 | $1.44M | 0.26% | +780+8.7% | Added |
| Baldwin Investment Management, LLC | 9,744 | $1.43M | 0.18% | −472−4.6% | Reduced |
| Chicago Capital, LLC | 9,733 | $1.43M | 0.04% | +279+3.0% | Added |
| Meridian Wealth Advisors, LLC | 9,726 | $1.43M | 0.24% | +432+4.6% | Added |
| Convergence Financial, LLC | 9,723 | $1.43M | 0.30% | +1,149+13.4% | Added |
| DB Fitzpatrick & Co, Inc | 9,711 | $1.43M | 1.25% | −21−0.2% | Reduced |
| David Loasby | 9,452 | $1.43M | 0.13% | +53+0.6% | Added |
| Farmers Trust Co | 9,704 | $1.43M | 0.27% | +334+3.6% | Added |
| Trust Investment Advisors | 9,682 | $1.43M | 0.91% | −736−7.1% | Reduced |
| Broadwater Capital Management LLC | 9,665 | $1.42M | 1.05% | −676−6.5% | Reduced |
| Portfolio Design Labs, LLC | 9,662 | $1.42M | 0.40% | +9,662 | New |
| RBA Wealth Management, LLC | 9,653 | $1.42M | 0.55% | −406−4.0% | Reduced |
| Shulman DeMeo Asset Management LLC | 9,651 | $1.42M | 0.35% | +34+0.4% | Added |
| FRG Family Wealth Advisors LLC | 9,647 | $1.42M | 0.25% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 9,577 | $1.41M | 0.12% | −668−6.5% | Reduced |
| Aries Wealth Management | 9,512 | $1.40M | 0.39% | −1,343−12.4% | Reduced |
| SFMG, LLC | 9,510 | $1.40M | 0.11% | −938−9.0% | Reduced |
| Arlington Trust Co LLC | 9,494 | $1.40M | 0.30% | 00.0% | Unchanged |
| Dumont & Blake Investment Advisors LLC | 9,492 | $1.40M | 0.37% | −9,904−51.1% | Reduced |
| Walleye Capital LLC | 9,481 | $1.40M | 0.01% | −52,079−84.6% | Reduced |
| Harrell Investment Partners, LLC | 9,479 | $1.40M | 0.40% | +20+0.2% | Added |
| TBH Global Asset Management, LLC | 9,454 | $1.39M | 0.30% | −26−0.3% | Reduced |
| Front Street Capital Management, Inc. | 9,452 | $1.39M | 0.23% | −10.0% | Reduced |
| SS&H Financial Advisors, Inc. | 9,450 | $1.39M | 0.51% | +470+5.2% | Added |
| Cito Capital Group, LLC | 9,420 | $1.39M | 0.52% | 00.0% | Unchanged |
| Waddell & Associates, LLC | 9,407 | $1.39M | 0.17% | +441+4.9% | Added |
| Traphagen Investment Advisors LLC | 9,373 | $1.38M | 0.14% | −65−0.7% | Reduced |
| Cravens & Co Advisors, LLC | 9,321 | $1.37M | 1.06% | −560−5.7% | Reduced |
| Oak Family Advisors, LLC | 9,305 | $1.37M | 0.50% | −3,854−29.3% | Reduced |
| Mayfair Advisory Group, LLC | 9,048 | $1.36M | 0.86% | −270−2.9% | Reduced |
| Etesian Wealth Advisors, Inc. | 9,231 | $1.36M | 0.62% | +46+0.5% | Added |
| Thrive Wealth Management, LLC | 9,219 | $1.36M | 0.25% | +174+1.9% | Added |
| Greenup Street Wealth Management LLC | 9,217 | $1.36M | 0.28% | −2,630−22.2% | Reduced |
| Cove Private Wealth, LLC | 9,215 | $1.36M | 1.05% | 00.0% | Unchanged |
| BancFirst Trust & Investment Management | 9,327 | $1.36M | 0.45% | +481+5.4% | Added |
| BigSur Wealth Management LLC | 9,200 | $1.35M | 0.37% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 9,184 | $1.35M | 0.12% | −367−3.8% | Reduced |
| BOS Asset Management, LLC | 9,158 | $1.35M | 0.50% | 00.0% | Unchanged |
| Dempze Nancy E | 9,097 | $1.34M | 0.75% | −135−1.5% | Reduced |
| Eqis Capital Management, Inc. | 9,089 | $1.34M | 0.11% | +830+10.0% | Added |
| Kings Path Partners LLC | 9,080 | $1.34M | 0.56% | −103−1.1% | Reduced |
| Elevated Capital Advisors, LLC | 9,073 | $1.34M | 0.35% | +2,192+31.9% | Added |
| Annis Gardner Whiting Capital Advisors, LLC | 9,070 | $1.34M | 0.38% | +27+0.3% | Added |
| Adalta Capital Management LLC | 9,069 | $1.34M | 0.69% | −24−0.3% | Reduced |
| Hexagon Capital Partners LLC | 9,054 | $1.33M | 0.26% | −252−2.7% | Reduced |
| Firestone Capital Management | 9,050 | $1.33M | 0.33% | +10.0% | Added |
| Avestar Capital, LLC | 9,049 | $1.33M | 0.15% | −1,181−11.5% | Reduced |
| RFP Financial Group LLC | 9,042 | $1.33M | 0.43% | +2,571+39.7% | Added |
| S.A. Mason LLC | 9,033 | $1.33M | 0.71% | +67+0.7% | Added |
| TLWM | 9,025 | $1.33M | 0.27% | −163−1.8% | Reduced |
| Eight 31 Financial LLC | 9,023 | $1.33M | 1.02% | −188−2.0% | Reduced |
| Kowal Investment Group, LLC | 9,019 | $1.33M | 0.24% | −2,231−19.8% | Reduced |
| Roof Eidam & Maycock | 9,011 | $1.33M | 0.34% | −200−2.2% | Reduced |
| Needham Investment Management LLC | 9,000 | $1.33M | 0.10% | 00.0% | Unchanged |
| LVW Advisors, LLC | 8,983 | $1.32M | 0.17% | −2,093−18.9% | Reduced |
| V-Square Quantitative Management LLC | 8,977 | $1.32M | 0.19% | +2,941+48.7% | Added |
| Accretive Wealth Partners, LLC | 8,969 | $1.32M | 0.55% | −202−2.2% | Reduced |
| West Michigan Advisors, LLC | 8,954 | $1.32M | 0.40% | +635+7.6% | Added |
| LexAurum Advisors, LLC | 8,951 | $1.32M | 0.29% | +195+2.2% | Added |
| Gallagher Fiduciary Advisors, LLC | 8,942 | $1.32M | 0.27% | +58+0.7% | Added |
| Wrapmanager Inc | 8,913 | $1.31M | 0.34% | +408+4.8% | Added |
| Lion Street Advisors, LLC | 8,905 | $1.31M | 0.46% | −231−2.5% | Reduced |
| Creekside Partners | 8,894 | $1.31M | 0.68% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 8,866 | $1.31M | 0.39% | −10,005−53.0% | Reduced |
| Wolff Financial Management LLC | 8,849 | $1.30M | 0.35% | +8,849 | New |
| Allegheny Financial Group LTD | 8,830 | $1.30M | 0.32% | −262−2.9% | Reduced |
| Register Financial Advisors LLC | 8,808 | $1.30M | 0.67% | +32+0.4% | Added |