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 |
|---|---|---|---|---|---|
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 7,706 | $1.13M | 0.17% | +7,706 | New |
| Reaves W H & Co Inc | 7,700 | $1.13M | 0.03% | 00.0% | Unchanged |
| Westmount Partners, LLC | 7,697 | $1.13M | 0.34% | +13+0.2% | Added |
| Stableford Capital II LLC | 7,486 | $1.13M | 0.45% | +564+8.1% | Added |
| Advisory Alpha, LLC | 7,662 | $1.13M | 0.04% | +319+4.3% | Added |
| River Street Advisors LLC | 7,657 | $1.13M | 0.61% | +4,522+144.2% | Added |
| Hodges Capital Management Inc. | 7,647 | $1.13M | 0.07% | −5,529−42.0% | Reduced |
| Element Wealth, LLC | 7,624 | $1.12M | 0.59% | +210+2.8% | Added |
| Donoghue Forlines LLC | 7,610 | $1.12M | 0.32% | +1,170+18.2% | Added |
| Monticello Wealth Management, LLC | 7,608 | $1.12M | 0.10% | 00.0% | Unchanged |
| Court Place Advisors, LLC | 7,538 | $1.11M | 0.32% | −250−3.2% | Reduced |
| Brendel Financial Advisors LLC | 7,520 | $1.11M | 0.63% | −572−7.1% | Reduced |
| First PREMIER Bank | 7,500 | $1.10M | 0.28% | +473+6.7% | Added |
| True North Advisors, LLC | 7,489 | $1.10M | 0.29% | −2,766−27.0% | Reduced |
| Enterprise Financial Services Corp | 7,483 | $1.10M | 0.64% | −590−7.3% | Reduced |
| Conservest Capital Advisors, Inc. | 6,973 | $1.10M | 0.11% | 00.0% | Unchanged |
| Money Concepts Capital Corp | 7,460 | $1.10M | 0.08% | +151+2.1% | Added |
| Wolverine Asset Management LLC | 7,450 | $1.10M | 0.02% | +7,450 | New |
| Centric Wealth Management | 6,946 | $1.10M | 0.29% | −13−0.2% | Reduced |
| L.M. Kohn & Company | 7,407 | $1.09M | 0.28% | +290+4.1% | Added |
| Brandywine Oak Private Wealth LLC | 7,399 | $1.09M | 0.11% | −108−1.4% | Reduced |
| L2 Asset Management, LLC | 7,392 | $1.09M | 0.30% | +251+3.5% | Added |
| PFC Capital Group, Inc. | 7,370 | $1.08M | 0.52% | +415+6.0% | Added |
| J. Safra Sarasin Holding AG | 7,366 | $1.08M | 0.02% | −802−9.8% | Reduced |
| Edmond de Rothschild Holding S.A. | 7,352 | $1.08M | 0.02% | −2,912−28.4% | Reduced |
| Mogy Joel R Investment Counsel Inc | 7,343 | $1.08M | 0.07% | −100−1.3% | Reduced |
| LaSalle St. Investment Advisors, LLC | 7,346 | $1.08M | 0.43% | +651+9.7% | Added |
| Barr E S & Co | 7,337 | $1.08M | 0.07% | +40+0.5% | Added |
| Financial Partners Group, Inc | 7,328 | $1.08M | 0.16% | −313−4.1% | Reduced |
| Global Assets Advisory, LLC | 7,207 | $1.08M | 0.59% | +7,207 | New |
| Chickasaw Capital Management LLC | 7,318 | $1.08M | 0.05% | 00.0% | Unchanged |
| First Community Trust NA | 7,317 | $1.08M | 0.88% | 00.0% | Unchanged |
| FSM Wealth Advisors, LLC | 7,309 | $1.08M | 0.29% | +108+1.5% | Added |
| Midwest Professional Planners, LTD. | 7,304 | $1.08M | 0.33% | −514−6.6% | Reduced |
| Denali Advisors LLC | 7,301 | $1.08M | 0.12% | +1,301+21.7% | Added |
| Keating Investment Counselors Inc | 7,296 | $1.07M | 0.32% | −50−0.7% | Reduced |
| Union Savings Bank | 7,259 | $1.07M | 0.52% | +7+0.1% | Added |
| San Luis Wealth Advisors LLC | 7,254 | $1.07M | 0.22% | +320+4.6% | Added |
| Aaron Wealth Advisors | 7,251 | $1.07M | 0.13% | +528+7.9% | Added |
| Pflug Koory, LLC | 7,247 | $1.07M | 0.52% | +7,247 | New |
| Cetera Trust Company, N.A | 7,246 | $1.07M | 0.65% | 00.0% | Unchanged |
| Valley Brook Capital Group | 7,216 | $1.06M | 0.76% | +40+0.6% | Added |
| Arcadia Investment Management Corp | 7,214 | $1.06M | 0.17% | +500+7.4% | Added |
| First Interstate Bank | 7,214 | $1.06M | 0.06% | +585+8.8% | Added |
| ProVise Management Group, LLC | 7,213 | $1.06M | 0.08% | −42,470−85.5% | Reduced |
| Wulff, Hansen & Co. | 7,206 | $1.06M | 1.00% | −310−4.1% | Reduced |
| ABLE Financial Group, LLC | 7,189 | $1.06M | 0.33% | −297−4.0% | Reduced |
| BIP Wealth, LLC | 7,188 | $1.06M | 0.07% | +4,208+141.2% | Added |
| Covenant Partners, LLC | 7,187 | $1.06M | 0.31% | +45+0.6% | Added |
| GoalVest Advisory LLC | 7,172 | $1.06M | 0.30% | +467+7.0% | Added |
| Dixon Fnancial Services, Inc. | 7,140 | $1.05M | 0.56% | +6+0.1% | Added |
| Red Spruce Capital, LLC | 7,135 | $1.05M | 0.48% | −507−6.6% | Reduced |
| Aureus Asset Management, LLC | 7,133 | $1.05M | 0.07% | −519−6.8% | Reduced |
| DMG Group, LLC | 7,116 | $1.05M | 0.85% | +174+2.5% | Added |
| Washington Trust Advisors, Inc. | 7,113 | $1.05M | 0.09% | +4+0.1% | Added |
| Eley Financial Management, Inc | 7,105 | $1.05M | 0.42% | +41+0.6% | Added |
| J. W. Coons Advisors, LLC | 7,097 | $1.05M | 0.26% | 00.0% | Unchanged |
| Kestra Investment Management, LLC | 7,080 | $1.04M | 0.04% | +7,080 | New |
| Waterway Wealth Management, LLC | 7,077 | $1.04M | 0.45% | +358+5.3% | Added |
| Cable Hill Partners, LLC | 7,073 | $1.04M | 0.10% | +795+12.7% | Added |
| Sound Income Strategies, LLC | 7,054 | $1.04M | 0.07% | +928+15.1% | Added |
| Accel Wealth Management | 7,020 | $1.03M | 0.38% | −517−6.9% | Reduced |
| Peak Planning Group, LLC | 7,018 | $1.03M | 0.45% | +11+0.2% | Added |
| Baker Ellis Asset Management LLC | 7,016 | $1.03M | 0.15% | −1,018−12.7% | Reduced |
| Impact Partnership Wealth, LLC | 7,001 | $1.03M | 0.23% | +642+10.1% | Added |
| American State Bank (Iowa) | 6,996 | $1.03M | 0.63% | −138−1.9% | Reduced |
| Indiana Trust & Investment Management CO | 6,977 | $1.03M | 0.35% | −426−5.8% | Reduced |
| Northwest Quadrant Wealth Management, LLC | 6,947 | $1.02M | 0.24% | +52+0.8% | Added |
| Safe Harbor Fiduciary, LLC | 6,942 | $1.02M | 0.96% | +6,942 | New |
| Abbot Financial Management, Inc. | 6,941 | $1.02M | 0.51% | +10+0.1% | Added |
| Beach Investment Counsel Inc | 6,939 | $1.02M | 0.13% | −710−9.3% | Reduced |
| Catalina Capital Group, LLC | 6,936 | $1.02M | 0.35% | −371−5.1% | Reduced |
| Central Valley Advisors, LLC | 6,910 | $1.02M | 0.57% | +190+2.8% | Added |
| Sharp Financial Services, LLC | 6,902 | $1.02M | 0.78% | +613+9.7% | Added |
| IMS Capital Management | 6,902 | $1.02M | 0.46% | +30.0% | Added |
| Hazlett, Burt & Watson, Inc. | 6,881 | $1.01M | 0.47% | +416+6.4% | Added |
| Ausdal Financial Partners, Inc. | 6,883 | $1.01M | 0.11% | −2,468−26.4% | Reduced |
| Westhampton Capital, LLC | 6,880 | $1.01M | 0.51% | +125+1.9% | Added |
| CTC Alternative Strategies, Ltd. | 6,867 | $1.01M | 1.26% | +94+1.4% | Added |
| Colonial River Wealth Management, LLC | 6,864 | $1.01M | 0.50% | +124+1.8% | Added |
| Angeles Investment Advisors, LLC | 6,851 | $1.01M | 0.05% | +82+1.2% | Added |
| Emerald Advisors, LLC | 6,684 | $1.01M | 0.15% | −559−7.7% | Reduced |
| My Legacy Advisors, LLC | 6,791 | $1.00M | 0.39% | −1,195−15.0% | Reduced |
| Weaver Consulting Group | 6,781 | $998.6K | 0.32% | +696+11.4% | Added |
| A. D. Beadell Investment Counsel, Inc. | 6,758 | $995.0K | 0.79% | −400−5.6% | Reduced |
| Blume Capital Management, Inc. | 6,729 | $990.9K | 0.22% | +1,159+20.8% | Added |
| Tectonic Advisors LLC | 6,718 | $989.4K | 0.06% | −226−3.3% | Reduced |
| Financial Engines Advisors L.L.C. | 6,716 | $989.0K | 0.00% | −5,084−43.1% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 6,708 | $987.9K | 0.22% | −2,983−30.8% | Reduced |
| MSH Capital Advisors LLC | 6,683 | $984.2K | 0.30% | 00.0% | Unchanged |
| Hilltop National Bank | 6,675 | $983.0K | 0.30% | −821−11.0% | Reduced |
| Mork Capital Management, LLC | 6,670 | $982.3K | 0.70% | 00.0% | Unchanged |
| M&R Capital Management Inc | 6,669 | $982.2K | 0.22% | −440−6.2% | Reduced |
| Townsend Asset Management Corp | 6,664 | $981.4K | 0.36% | −642−8.8% | Reduced |
| John G Ullman & Associates Inc | 6,662 | $981.1K | 0.14% | 00.0% | Unchanged |
| Capstone Wealth Management Group, LLC | 6,654 | $979.9K | 0.58% | −88−1.3% | Reduced |
| Nexus Investment Management ULC | 6,650 | $979.3K | 0.10% | +550+9.0% | Added |
| Next Level Private LLC | 6,644 | $978.5K | 0.40% | +800+13.7% | Added |
| ERn Financial, LLC | 6,624 | $975.5K | 0.15% | −63−0.9% | Reduced |
| Drive Wealth Management, LLC | 6,619 | $974.7K | 0.25% | −813−10.9% | Reduced |