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 |
|---|---|---|---|---|---|
| OneAscent Wealth Management LLC | 6,606 | $973.0K | 0.37% | +6,606 | New |
| Millennium Capital Advisors, LLC | 6,594 | $971.2K | 0.63% | +5+0.1% | Added |
| Cim Investment Mangement Inc | 6,583 | $969.5K | 0.29% | −160−2.4% | Reduced |
| Deltec Asset Management LLC | 6,581 | $969.2K | 0.19% | −1,000−13.2% | Reduced |
| Windsor Capital Management, LLC | 6,578 | $968.7K | 0.28% | −408−5.8% | Reduced |
| Concentric Capital Strategies, LP | 6,569 | $967.4K | 0.06% | +1,383+26.7% | Added |
| Alpha DNA Investment Management LLC | 6,564 | $966.6K | 0.53% | −7,788−54.3% | Reduced |
| Austin Private Wealth, LLC | 6,563 | $966.6K | 0.09% | −993−13.1% | Reduced |
| Gladius Capital Management LP | 6,552 | $964.9K | 0.58% | −2,931−30.9% | Reduced |
| Donald L. Hagan, LLC | 6,552 | $964.9K | 0.49% | −150−2.2% | Reduced |
| Ballast Advisors LLC | 6,548 | $964.3K | 0.30% | −337−4.9% | Reduced |
| Fusion Capital, LLC | 6,539 | $963.0K | 0.41% | +2,253+52.6% | Added |
| Global Trust Asset Management, LLC | 6,511 | $958.8K | 0.36% | −798−10.9% | Reduced |
| Sterneck Capital Management, LLC | 6,508 | $958.5K | 0.52% | +712+12.3% | Added |
| Campion Asset Management LLC | 6,501 | $957.4K | 0.70% | −305−4.5% | Reduced |
| Ascent Wealth Partners, LLC | 6,499 | $957.1K | 0.13% | −5,482−45.8% | Reduced |
| Castle Wealth Management LLC | 6,475 | $953.6K | 0.38% | +447+7.4% | Added |
| Opinicus Capital, Inc. | 6,473 | $953.3K | 0.76% | −66−1.0% | Reduced |
| Viawealth, LLC | 6,463 | $951.8K | 0.55% | +20.0% | Added |
| Paladin Wealth, LLC | 6,450 | $949.9K | 0.83% | +6,450 | New |
| Financial Management Professionals, Inc. | 6,438 | $948.0K | 0.12% | −123−1.9% | Reduced |
| Moss Adams Wealth Advisors LLC | 6,435 | $947.7K | 0.10% | +245+4.0% | Added |
| Seamount Financial Group Inc | 6,425 | $946.2K | 0.71% | +115+1.8% | Added |
| Simon Quick Advisors, LLC | 6,407 | $943.6K | 0.06% | −1,202−15.8% | Reduced |
| Hilltop Partners LLC | 6,398 | $942.3K | 0.32% | +1,192+22.9% | Added |
| Smith Anglin Financial, LLC | 6,384 | $940.1K | 0.09% | +275+4.5% | Added |
| American Institute for Advanced Investment Management, LLP | 6,381 | $939.7K | 0.67% | −100−1.5% | Reduced |
| Guardian Wealth Advisors, LLC | 6,379 | $939.4K | 0.10% | −289−4.3% | Reduced |
| Curran Financial Partners, LLC | 6,374 | $938.7K | 0.27% | −292−4.4% | Reduced |
| Canopy Partners, LLC | 6,368 | $937.8K | 0.40% | −421−6.2% | Reduced |
| MBL Wealth, LLC | 6,364 | $937.2K | 0.10% | −240−3.6% | Reduced |
| Callan Family Office, LLC | 6,349 | $935.0K | 0.16% | +634+11.1% | Added |
| Barrett & Company, Inc. | 6,341 | $933.9K | 0.40% | 00.0% | Unchanged |
| Balboa Wealth Partners | 6,333 | $932.7K | 0.23% | −899−12.4% | Reduced |
| Jaffetilchin Investment Partners, LLC | 6,324 | $931.4K | 0.07% | +547+9.5% | Added |
| Coastwise Capital Group, LLC | 6,317 | $930.3K | 0.77% | +1,685+36.4% | Added |
| Sterling Investment Management, Inc. | 6,310 | $929.3K | 0.71% | −7,145−53.1% | Reduced |
| Beacon Investment Advisors LLC | 6,307 | $928.9K | 0.44% | +6+0.1% | Added |
| China Universal Asset Management Co., Ltd. | 6,291 | $926.5K | 0.10% | +3,573+131.5% | Added |
| GPS Wealth Strategies Group, LLC | 6,286 | $925.7K | 0.12% | +128+2.1% | Added |
| Requisite Capital Management, LLC | 6,285 | $925.6K | 0.19% | +96+1.6% | Added |
| Mangrove Partners | 6,283 | $925.3K | 0.09% | +6,283 | New |
| von Borstel & Associates, Inc. | 6,276 | $924.0K | 0.52% | +6,276 | New |
| Silicon Valley Capital Partners | 6,245 | $919.7K | 0.12% | +720+13.0% | Added |
| Manchester Capital Management LLC | 6,233 | $917.9K | 0.11% | −331−5.0% | Reduced |
| MBA Advisors LLC | 6,232 | $917.8K | 0.44% | +377+6.4% | Added |
| Provident Investment Management, Inc. | 6,230 | $917.5K | 0.08% | −480−7.2% | Reduced |
| Motiv8 Investments LLC | 6,230 | $917.4K | 0.62% | +902+16.9% | Added |
| City State Bank | 6,217 | $915.6K | 0.33% | +350+6.0% | Added |
| Sendero Wealth Management, LLC | 6,209 | $914.4K | 0.14% | +9+0.1% | Added |
| Encompass Wealth Advisors, LLC | 6,204 | $913.7K | 0.23% | +251+4.2% | Added |
| Fortune Financial Advisors, LLC | 6,200 | $913.1K | 0.83% | −6,149−49.8% | Reduced |
| Elgethun Capital Management | 6,191 | $911.8K | 0.21% | +40+0.7% | Added |
| Independent Investors Inc | 6,190 | $911.6K | 0.18% | 00.0% | Unchanged |
| Heartwood Wealth Advisors LLC | 6,187 | $911.2K | 0.10% | +263+4.4% | Added |
| Aviso Wealth Management | 6,179 | $910.0K | 0.49% | +1,142+22.7% | Added |
| CCG Wealth Management, LLC | 6,174 | $909.2K | 0.51% | −35−0.6% | Reduced |
| Semper Augustus Investments Group LLCSuperinvestorSemper Augustus | 6,163 | $907.6K | 0.15% | +127+2.1% | Added |
| Forbes J M & Co LLP | 6,154 | $906.3K | 0.09% | −20.0% | Reduced |
| Leonteq Securities AG | 6,145 | $905.0K | 0.11% | −10,058−62.1% | Reduced |
| Madison Park Capital Advisors, LLC | 6,141 | $904.4K | 0.68% | +30.0% | Added |
| Keel Point, LLC | 6,132 | $903.1K | 0.08% | −234−3.7% | Reduced |
| United Advisor Group, LLC | 6,128 | $902.5K | 0.20% | +1,296+26.8% | Added |
| Blake Schutter Theil Wealth Advisors, LLC | 6,127 | $902.3K | 0.65% | +6,127 | New |
| Calamos Wealth Management LLC | 6,114 | $900.4K | 0.05% | −34,875−85.1% | Reduced |
| Cooper/Haims Advisors, LLC | 6,111 | $900.0K | 0.49% | −203−3.2% | Reduced |
| Klingman & Associates, LLC | 6,101 | $898.5K | 0.06% | +2,108+52.8% | Added |
| Ironsides Asset Advisors, LLC | 6,089 | $896.7K | 0.26% | +1,708+39.0% | Added |
| BOK Financial Private Wealth, Inc. | 6,073 | $894.4K | 0.06% | +1,383+29.5% | Added |
| Elyxium Wealth, LLC | 6,072 | $894.2K | 0.49% | +6,072 | New |
| Westover Capital Advisors, LLC | 6,059 | $892.3K | 0.17% | +420+7.4% | Added |
| SAM Advisors, LLC | 6,057 | $892.0K | 0.33% | +6,057 | New |
| Private Capital Management LLC | 6,051 | $891.1K | 0.16% | +423+7.5% | Added |
| Trust Co of Kansas | 6,046 | $890.0K | 0.43% | +450+8.0% | Added |
| McGlone Suttner Wealth Management, Inc. | 6,022 | $886.8K | 0.18% | −2,488−29.2% | Reduced |
| Cambridge Advisors Inc. | 6,013 | $885.5K | 0.19% | +15+0.3% | Added |
| SOA Wealth Advisors, LLC. | 6,010 | $885.1K | 0.17% | +46+0.8% | Added |
| Clarity Financial LLC | 6,010 | $885.0K | 0.10% | +285+5.0% | Added |
| Forte Capital LLC | 6,007 | $884.7K | 0.10% | −164−2.7% | Reduced |
| Guardian Wealth Advisors, LLC | 5,999 | $883.5K | 0.55% | +200+3.4% | Added |
| Wealth Dimensions Group, Ltd. | 5,993 | $882.6K | 0.22% | +702+13.3% | Added |
| Salvus Wealth Management, LLC | 5,979 | $880.5K | 0.54% | +121+2.1% | Added |
| Rosenberg Matthew Hamilton | 5,963 | $878.2K | 0.23% | +59+1.0% | Added |
| Mainsail Financial Group, LLC | 5,863 | $877.4K | 0.52% | +1,183+25.3% | Added |
| LGT Financial Advisors LLC | 5,951 | $876.3K | 2.16% | −191−3.1% | Reduced |
| Oarsman Capital, Inc. | 5,938 | $874.4K | 0.16% | −340−5.4% | Reduced |
| RW Investment Management LLC | 5,935 | $874.0K | 0.11% | −710−10.7% | Reduced |
| Compass Ion Advisors, LLC | 5,931 | $873.5K | 0.11% | +174+3.0% | Added |
| Private Management Group Inc | 5,924 | $872.4K | 0.03% | −19−0.3% | Reduced |
| Partnership Wealth Management, LLC | 5,900 | $868.9K | 0.61% | 00.0% | Unchanged |
| Elk River Wealth Management, LLC | 5,897 | $868.5K | 0.16% | +25+0.4% | Added |
| Legacy Wealth Management, LLC | 5,889 | $867.3K | 0.32% | 00.0% | Unchanged |
| 626 Financial, LLC | 5,888 | $867.1K | 0.48% | +12+0.2% | Added |
| Heartland Bank & Trust Co | 5,887 | $867.0K | 0.47% | −80−1.3% | Reduced |
| Providence First Trust Co | 5,881 | $866.1K | 0.37% | +50+0.9% | Added |
| IAM Advisory, LLC | 5,873 | $865.0K | 0.22% | +17+0.3% | Added |
| Klein Pavlis & Peasley Financial, Inc. | 5,868 | $864.2K | 0.69% | −12−0.2% | Reduced |
| Waterfront Wealth Inc. | 5,762 | $861.7K | 0.21% | +149+2.7% | Added |
| Counterweight Ventures, LLC | 5,848 | $861.2K | 0.61% | −10,651−64.6% | Reduced |
| Interchange Capital Partners, LLC | 5,846 | $861.1K | 0.31% | −495−7.8% | Reduced |