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 |
|---|---|---|---|---|---|
| Burford Brothers, Inc. | 8,803 | $1.30M | 0.68% | −5,277−37.5% | Reduced |
| Balentine LLC | 8,801 | $1.30M | 0.05% | +3,340+61.2% | Added |
| Wealth Quarterback LLC | 8,785 | $1.29M | 0.67% | +698+8.6% | Added |
| Holistic Planning, LLC | 8,781 | $1.29M | 0.55% | +1,742+24.7% | Added |
| Apella Capital, LLC | 8,567 | $1.29M | 0.05% | +532+6.6% | Added |
| Kozak & Associates, Inc. | 8,668 | $1.29M | 0.30% | +75+0.9% | Added |
| Patriot Financial Group Insurance Agency, LLC | 8,743 | $1.29M | 0.17% | −2,163−19.8% | Reduced |
| Canal Capital Management, LLC | 8,741 | $1.29M | 0.21% | −91−1.0% | Reduced |
| Argent Advisors, Inc. | 8,737 | $1.29M | 0.48% | −14−0.2% | Reduced |
| PDS Planning, Inc | 8,737 | $1.29M | 0.12% | −144−1.6% | Reduced |
| Sawgrass Asset Management LLC | 8,735 | $1.29M | 0.13% | −148−1.7% | Reduced |
| Processus Wealth & Capital Management, LLC | 8,727 | $1.29M | 1.06% | −206−2.3% | Reduced |
| WBH Advisory Inc | 8,706 | $1.28M | 0.12% | −562−6.1% | Reduced |
| Atlantic Edge Private Wealth Management, LLC | 8,677 | $1.28M | 0.39% | +19+0.2% | Added |
| Legacy Bridge, LLC | 8,658 | $1.28M | 0.69% | 00.0% | Unchanged |
| Wells Trecaso Financial Group, LLC | 8,624 | $1.27M | 0.42% | −81−0.9% | Reduced |
| Boston Research & Management Inc | 8,608 | $1.27M | 0.29% | 00.0% | Unchanged |
| Strategic Wealth Partners, Ltd. | 8,603 | $1.27M | 0.12% | −108−1.2% | Reduced |
| Core Wealth Partners LLC | 8,596 | $1.27M | 0.77% | +1,112+14.9% | Added |
| Timber Creek Capital Management LLC | 8,561 | $1.26M | 0.35% | 00.0% | Unchanged |
| Paragon Capital Management LLC | 8,550 | $1.26M | 0.65% | +121+1.4% | Added |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 8,531 | $1.26M | 0.53% | +476+5.9% | Added |
| Plan Group Financial, LLC | 8,530 | $1.26M | 0.66% | +1,747+25.8% | Added |
| Bedel Financial Consulting, Inc. | 8,504 | $1.25M | 0.18% | +185+2.2% | Added |
| Mraz, Amerine & Associates, Inc. | 8,491 | $1.25M | 0.23% | −155−1.8% | Reduced |
| Aigen Investment Management, LP | 8,484 | $1.25M | 0.25% | +8,484 | New |
| CVA Family Office, LLC | 8,475 | $1.25M | 0.20% | −399−4.5% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 8,455 | $1.25M | 0.01% | 00.0% | Unchanged |
| Oxford Wealth Group, LLC | 8,429 | $1.24M | 1.01% | −1,537−15.4% | Reduced |
| Verity Asset Management, Inc. | 8,382 | $1.24M | 0.47% | −410−4.7% | Reduced |
| Ransom Advisory, Ltd | 8,384 | $1.23M | 0.58% | +620+8.0% | Added |
| Peterson Wealth Management | 8,362 | $1.23M | 0.79% | +149+1.8% | Added |
| Pacific Sage Partners, LLC | 8,316 | $1.22M | 0.29% | −300−3.5% | Reduced |
| Dividend Assets Capital, LLC | 8,275 | $1.22M | 0.23% | +196+2.4% | Added |
| LCM Capital Management Inc | 8,266 | $1.22M | 0.70% | +10.0% | Added |
| Walter & Keenan Financial Consulting Co | 8,255 | $1.22M | 0.37% | −210−2.5% | Reduced |
| Great Lakes Retirement, Inc. | 8,253 | $1.22M | 0.16% | −377−4.4% | Reduced |
| Leo Wealth, LLC | 8,246 | $1.21M | 0.11% | +1,354+19.6% | Added |
| Wallace Capital Management Inc. | 8,229 | $1.21M | 0.16% | +65+0.8% | Added |
| Vista Investment Management | 8,222 | $1.21M | 0.46% | +82+1.0% | Added |
| Key Financial Inc | 8,218 | $1.21M | 0.27% | −331−3.9% | Reduced |
| Matrix Trust Co | 8,205 | $1.21M | 0.23% | −304−3.6% | Reduced |
| Semanteon Capital Management, LP | 8,201 | $1.21M | 0.82% | +8,201 | New |
| Prudent Man Advisors, LLC | 8,191 | $1.21M | 0.40% | −176−2.1% | Reduced |
| Aspen Wealth Strategies, LLC | 8,190 | $1.21M | 0.78% | +441+5.7% | Added |
| Oak Harbor Wealth Partners, LLC | 8,189 | $1.21M | 0.35% | −204−2.4% | Reduced |
| Sentry Investment Management LLC | 8,183 | $1.21M | 0.51% | −389−4.5% | Reduced |
| West Branch Capital LLC | 8,178 | $1.20M | 0.42% | +827+11.3% | Added |
| Cascade Investment Advisors, Inc. | 8,157 | $1.20M | 0.76% | +755+10.2% | Added |
| Orrstown Financial Services Inc | 8,136 | $1.20M | 0.35% | +3,752+85.6% | Added |
| Apexium Financial, LP | 8,132 | $1.20M | 0.08% | +819+11.2% | Added |
| VGI Partners Ltd | 8,111 | $1.19M | 0.11% | −19,296−70.4% | Reduced |
| Old Point Trust & Financial Services N A | 8,111 | $1.19M | 0.43% | +200+2.5% | Added |
| United Bank | 8,095 | $1.19M | 0.55% | +629+8.4% | Added |
| Rice Partnership, LLC | 8,091 | $1.19M | 0.24% | −7−0.1% | Reduced |
| MCF Advisors LLC | 8,084 | $1.19M | 0.08% | −746−8.4% | Reduced |
| Ables, Iannone, Moore & Associates, Inc. | 8,073 | $1.19M | 0.77% | +287+3.7% | Added |
| Lederer & Associates Investment Counsel | 8,065 | $1.19M | 0.84% | 00.0% | Unchanged |
| Nemes Rush Group LLC | 7,529 | $1.19M | 0.17% | +436+6.1% | Added |
| HFG Wealth Management, LLC | 7,564 | $1.18M | 0.75% | 00.0% | Unchanged |
| Connecticut Wealth Management, LLC | 8,029 | $1.18M | 0.06% | −384−4.6% | Reduced |
| Phillips Wealth Planners LLC | 7,946 | $1.18M | 1.13% | +950+13.6% | Added |
| Investment Partners, Ltd. | 8,017 | $1.18M | 0.49% | −133−1.6% | Reduced |
| Parkside Investments, LLC | 8,000 | $1.18M | 0.18% | −1,676−17.3% | Reduced |
| Apeiron RIA LLC | 7,987 | $1.18M | 0.34% | +75+0.9% | Added |
| Total Wealth Planning, LLC | 7,985 | $1.18M | 0.18% | +2,925+57.8% | Added |
| Addison Capital Co | 7,985 | $1.18M | 0.47% | −20−0.2% | Reduced |
| Angeles Wealth Management, LLC | 7,973 | $1.17M | 0.10% | +429+5.7% | Added |
| St. Johns Investment Management Company, LLC | 7,939 | $1.17M | 0.55% | −119−1.5% | Reduced |
| Retirement Planning Co of New England, Inc. | 7,924 | $1.17M | 0.58% | +294+3.9% | Added |
| Capital Investment Counsel, Inc | 7,916 | $1.17M | 0.17% | +322+4.2% | Added |
| Doliver Advisors, LP | 7,914 | $1.17M | 0.32% | +20.0% | Added |
| E&G Advisors, LP | 7,904 | $1.16M | 0.32% | 00.0% | Unchanged |
| TrueWealth Advisors, LLC | 7,893 | $1.16M | 0.39% | −3,818−32.6% | Reduced |
| Wealth Management Associates, Inc. | 7,886 | $1.16M | 0.51% | +286+3.8% | Added |
| 1620 Investment Advisors, Inc. | 7,885 | $1.16M | 0.84% | −638−7.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 7,877 | $1.16M | 0.16% | −2,727−25.7% | Reduced |
| Fermata Advisors, LLC | 7,868 | $1.16M | 0.24% | +960+13.9% | Added |
| Argus Investors' Counsel, Inc. | 7,851 | $1.16M | 0.75% | −68−0.9% | Reduced |
| Schmidt P J Investment Management Inc | 7,844 | $1.16M | 0.20% | −500−6.0% | Reduced |
| Citizens & Northern Corp | 7,830 | $1.15M | 0.35% | +468+6.4% | Added |
| Souders Financial Advisors | 7,825 | $1.15M | 0.16% | +432+5.8% | Added |
| OMC Financial Services LTD | 7,357 | $1.15M | 0.54% | 00.0% | Unchanged |
| Baron Wealth Management LLC | 7,809 | $1.15M | 0.55% | −781−9.1% | Reduced |
| Ackerman Capital Advisors, LLC | 7,807 | $1.15M | 0.30% | 00.0% | Unchanged |
| Family Legacy, Inc. | 7,803 | $1.15M | 0.38% | +375+5.0% | Added |
| Everhart Financial Group, Inc. | 7,800 | $1.15M | 0.25% | −564−6.7% | Reduced |
| World Equity Group, Inc. | 7,780 | $1.15M | 0.41% | +50+0.6% | Added |
| Full Sail Capital, LLC | 7,774 | $1.14M | 0.07% | −5,160−39.9% | Reduced |
| Wendell David Associates Inc | 7,769 | $1.14M | 0.11% | 00.0% | Unchanged |
| Darden Wealth Group Inc | 7,761 | $1.14M | 0.82% | +621+8.7% | Added |
| Blue Fin Capital, Inc. | 7,758 | $1.14M | 0.22% | −37−0.5% | Reduced |
| First Commonwealth Financial Corp | 7,753 | $1.14M | 0.27% | +51+0.7% | Added |
| Provenance Wealth Advisors, LLC | 7,752 | $1.14M | 0.14% | +427+5.8% | Added |
| Silver Oak Securities, Inc | 7,843 | $1.14M | 0.12% | +523+7.1% | Added |
| WMS Partners, LLC | 7,739 | $1.14M | 0.06% | −48−0.6% | Reduced |
| First County Bank | 7,734 | $1.14M | 0.56% | −453−5.5% | Reduced |
| Redhawk Wealth Advisors, Inc. | 7,730 | $1.14M | 0.16% | −1,372−15.1% | Reduced |
| Carson Advisory Inc. | 7,728 | $1.14M | 0.71% | +539+7.5% | Added |
| Catalyst Financial Partners LLC | 7,710 | $1.14M | 0.22% | −636−7.6% | Reduced |