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
- 3,488
- +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
- 1,481 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 | 4,312 | $298.0B |
| Q4 2025 | 3,994 | $223.3B |
| Q3 2025 | 3,803 | $225.3B |
| Q2 2025 | 3,708 | $189.0B |
| Q1 2025 | 3,826 | $222.9B |
| Q4 2024 | 3,765 | $194.0B |
| Q3 2024 | 3,488 | $198.0B |
| Q2 2024 | 3,511 | $214.0B |
| Q1 2024 | 3,523 | $212.7B |
| Q4 2023 | 3,478 | $200.3B |
| Q3 2023 | 3,339 | $222.6B |
| Q2 2023 | 3,286 | $205.0B |
| Q1 2023 | 3,273 | $217.1B |
| Q4 2022 | 3,289 | $243.6B |
| Q3 2022 | 3,057 | $195.7B |
| Q2 2022 | 3,060 | $198.4B |
| Q1 2022 | 3,071 | $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 |
|---|---|---|---|---|---|
| Oregon Public Employees Retirement Fund | 145,584 | $21.4M | 0.40% | −1,600−1.1% | Reduced |
| Prime Capital Investment Advisors, LLC | 145,003 | $21.4M | 0.30% | −5,563−3.7% | Reduced |
| Factory Mutual Insurance Co | 144,550 | $21.3M | 0.22% | −78,600−35.2% | Reduced |
| Madison Asset Management, LLC | 141,785 | $20.9M | 0.23% | −8,281−5.5% | Reduced |
| Hallmark Capital Management Inc | 140,987 | $20.8M | 1.54% | +9,650+7.3% | Added |
| HB Wealth Management, LLC | 140,913 | $20.8M | 0.22% | +1,084+0.8% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 140,771 | $20.7M | 0.79% | +1,640+1.2% | Added |
| JustInvest LLC | 140,580 | $20.7M | 0.33% | −6,935−4.7% | Reduced |
| Assetmark, Inc | 139,904 | $20.6M | 0.06% | −4,440−3.1% | Reduced |
| Exchange Traded Concepts, LLC | 139,783 | $20.6M | 0.49% | +26,002+22.9% | Added |
| First National Trust Co | 139,729 | $20.6M | 0.80% | −1,913−1.4% | Reduced |
| LMCG Investments, LLC | 139,666 | $20.6M | 1.24% | −1,552−1.1% | Reduced |
| Absher Wealth Management, LLC | 139,321 | $20.5M | 2.65% | +18,568+15.4% | Added |
| Badgley Phelps Wealth Managers, LLC | 138,407 | $20.4M | 0.47% | −50,997−26.9% | Reduced |
| Gulf International Bank (UK) Ltd | 138,118 | $20.3M | 0.52% | −6,296−4.4% | Reduced |
| Illinois Municipal Retirement Fund | 136,686 | $20.1M | 0.29% | −22,566−14.2% | Reduced |
| Annex Advisory Services, LLC | 136,455 | $20.1M | 0.64% | −4,769−3.4% | Reduced |
| Engineers Gate Manager LP | 135,649 | $20.0M | 0.39% | +135,649 | New |
| Essex Savings Bank | 134,529 | $19.8M | 4.94% | −140.0% | Reduced |
| Boston Trust Walden Corp | 134,514 | $19.8M | 0.14% | −4,664−3.4% | Reduced |
| Savoie Capital LLC | 134,475 | $19.8M | 2.42% | +34,000+33.8% | Added |
| Guinness Asset Management LTD | 134,419 | $19.7M | 0.37% | −22,140−14.1% | Reduced |
| Teachers Retirement System of the State of Kentucky | 134,007 | $19.7M | 0.17% | −9,811−6.8% | Reduced |
| Rothschild Investment LLC | 133,947 | $19.7M | 1.29% | +691+0.5% | Added |
| Congress Wealth Management LLC | 132,559 | $19.5M | 0.26% | +26,459+24.9% | Added |
| Carnegie Capital Asset Management, LLC | 131,253 | $19.3M | 0.57% | −11,996−8.4% | Reduced |
| Caption Management, LLC | 129,300 | $19.0M | 2.04% | +120,825+1,425.7% | Added |
| EP Wealth Advisors, LLC | 129,155 | $19.0M | 0.16% | +18,104+16.3% | Added |
| Bollard Group LLC | 127,984 | $18.8M | 0.50% | +11,025+9.4% | Added |
| Fort Pitt Capital Group, LLC | 127,287 | $18.7M | 0.53% | +5,493+4.5% | Added |
| BLB&B Advisors, LLC | 127,268 | $18.7M | 0.96% | +3,243+2.6% | Added |
| Adviser Investments LLC | 126,991 | $18.7M | 0.23% | +1,457+1.2% | Added |
| F&V Capital Management, LLC | 126,866 | $18.7M | 4.80% | −125−0.1% | Reduced |
| Managed Asset Portfolios, LLC | 126,767 | $18.7M | 2.64% | +3,231+2.6% | Added |
| Godsey & Gibb Associates | 125,724 | $18.5M | 1.77% | +3,544+2.9% | Added |
| Segall Bryant & Hamill, LLC | 125,646 | $18.5M | 0.25% | +60,750+93.6% | Added |
| Anchor Capital Advisors LLC | 125,140 | $18.4M | 0.49% | −15,081−10.8% | Reduced |
| SpiderRock Advisors, LLC | 125,139 | $18.4M | 0.40% | +10,456+9.1% | Added |
| Foundations Investment Advisors, LLC | 124,376 | $18.3M | 0.38% | −2,645−2.1% | Reduced |
| Lowe Brockenbrough & Co Inc | 123,983 | $18.3M | 1.17% | −5,293−4.1% | Reduced |
| Alpha Cubed Investments, LLC | 123,723 | $18.2M | 0.81% | +1,847+1.5% | Added |
| Quantbot Technologies LP | 123,436 | $18.2M | 0.72% | +107,989+699.1% | Added |
| Smith, Salley & Associates | 123,190 | $18.1M | 1.19% | +3,759+3.1% | Added |
| FourThought Financial Partners, LLC | 121,867 | $17.9M | 2.13% | +6,118+5.3% | Added |
| Bridgeway Capital Management, LLC | 121,241 | $17.9M | 0.39% | +15,959+15.2% | Added |
| RPG Investment Advisory, LLC | 121,167 | $17.8M | 2.55% | +3,933+3.4% | Added |
| Sequoia Financial Advisors, LLC | 121,118 | $17.8M | 0.19% | +15,981+15.2% | Added |
| Vident Advisory, LLC | 120,444 | $17.7M | 0.45% | +15,635+14.9% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 120,383 | $17.7M | 0.95% | −5,822−4.6% | Reduced |
| Banco Santander, S.A. | 120,116 | $17.7M | 0.21% | +24,106+25.1% | Added |
| Farmers & Merchants Investments Inc | 119,660 | $17.6M | 0.55% | −1,413−1.2% | Reduced |
| Independent Advisor Alliance | 119,604 | $17.6M | 0.64% | −18,915−13.7% | Reduced |
| Moore Capital Management, LP | 119,292 | $17.6M | 0.51% | −220,690−64.9% | Reduced |
| Canal Insurance CO | 119,240 | $17.6M | 4.13% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 119,036 | $17.5M | 0.05% | −15,848−11.7% | Reduced |
| United Bank | 118,719 | $17.5M | 2.03% | −226−0.2% | Reduced |
| Janney Capital Management LLC | 118,659 | $17.5M | 1.18% | −1,323−1.1% | Reduced |
| Kentucky Retirement Systems | 118,493 | $17.5M | 0.51% | −10,665−8.3% | Reduced |
| ARS Wealth Advisors Group, LLC | 117,957 | $17.4M | 2.13% | +5,662+5.0% | Added |
| Lido Advisors, LLC | 116,895 | $17.2M | 0.13% | −500−0.4% | Reduced |
| Grandfield & Dodd, LLC | 116,793 | $17.2M | 1.02% | +540.0% | Added |
| Buckley Wealth Management, LLC | 116,676 | $17.2M | 5.29% | +3,010+2.6% | Added |
| Community Trust & Investment Co | 115,708 | $17.0M | 1.08% | +4,006+3.6% | Added |
| Miramar Capital, LLC | 115,489 | $17.0M | 3.97% | +27,008+30.5% | Added |
| Kingsview Wealth Management, LLC | 115,187 | $17.0M | 0.36% | +14,928+14.9% | Added |
| Cantor Fitzgerald Investment Adviser L.P. | 114,961 | $16.9M | 1.15% | +3,561+3.2% | Added |
| Dynamic Advisor Solutions LLC | 114,935 | $16.9M | 0.51% | +603+0.5% | Added |
| Icon Wealth Advisors, LLC | 114,846 | $16.9M | 1.41% | −5,092−4.2% | Reduced |
| Northeast Investment Management | 114,843 | $16.9M | 0.76% | −5,038−4.2% | Reduced |
| Williams Jones Wealth Management, LLC. | 113,980 | $16.8M | 0.20% | −15,125−11.7% | Reduced |
| Ar Asset Management Inc | 113,364 | $16.7M | 3.71% | +60+0.1% | Added |
| Woodmont Investment Counsel LLC | 113,211 | $16.7M | 1.25% | +2,424+2.2% | Added |
| First National Bank of Omaha | 112,770 | $16.6M | 1.06% | −2,443−2.1% | Reduced |
| Trust Co of Vermont | 112,583 | $16.6M | 0.83% | +4,656+4.3% | Added |
| First Citizens Bank & Trust Co | 111,468 | $16.4M | 0.36% | −1,911−1.7% | Reduced |
| Osher Van de Voorde Investment Management | 110,696 | $16.3M | 3.53% | −840−0.8% | Reduced |
| Wedbush Securities Inc | 110,509 | $16.3M | 0.60% | −5,371−4.6% | Reduced |
| Boston Family Office LLC | 110,466 | $16.3M | 1.10% | −3,149−2.8% | Reduced |
| Mizuho Securities USA LLC | 110,294 | $16.2M | 0.35% | −21,862−16.5% | Reduced |
| Kanawha Capital Management LLC | 110,224 | $16.2M | 1.18% | −4,473−3.9% | Reduced |
| Talbot Financial, LLC | 110,120 | $16.2M | 1.97% | +5,297+5.1% | Added |
| SG Americas Securities, LLC | 110,076 | $16.2M | 0.06% | −187,405−63.0% | Reduced |
| Parallel Advisors, LLC | 109,942 | $16.2M | 0.38% | −2,669−2.4% | Reduced |
| Integrated Wealth Concepts LLC | 108,767 | $16.0M | 0.20% | +1,366+1.3% | Added |
| Schaper Benz & Wise Investment Counsel Inc | 108,703 | $16.0M | 1.28% | +4,663+4.5% | Added |
| RSM US Wealth Management LLC | 106,793 | $16.0M | 0.23% | +3,194+3.1% | Added |
| LVM Capital Management Ltd | 101,778 | $15.9M | 1.81% | 00.0% | Unchanged |
| Alley Investment Management Company, LLC | 108,032 | $15.9M | 2.01% | +1,500+1.4% | Added |
| Banco Bilbao Vizcaya Argentaria, S.A. | 108,132 | $15.9M | 0.16% | +17,468+19.3% | Added |
| Callahan Advisors, LLC | 107,628 | $15.9M | 1.54% | +1,744+1.6% | Added |
| TruWealth Advisors, LLC | 107,547 | $15.8M | 0.97% | −390−0.4% | Reduced |
| Commerzbank Aktiengesellschaft | 107,341 | $15.8M | 0.42% | +23,136+27.5% | Added |
| Capital International Inc | 107,337 | $15.8M | 0.20% | −24,268−18.4% | Reduced |
| Hartford Investment Management Co | 106,931 | $15.7M | 0.52% | −2,804−2.6% | Reduced |
| LGT Group Foundation | 103,885 | $15.7M | 0.26% | +7,242+7.5% | Added |
| Mirador Capital Partners LP | 105,138 | $15.5M | 2.79% | +1,409+1.4% | Added |
| Venture Visionary Partners LLC | 104,227 | $15.3M | 0.67% | −285−0.3% | Reduced |
| Country Club Bank | 104,778 | $15.2M | 1.02% | −1,040−1.0% | Reduced |
| Gotham Asset Management, LLC | 103,255 | $15.2M | 0.16% | +38,833+60.3% | Added |
| First Nebraska Trust Co | 101,711 | $15.0M | 1.46% | +5,835+6.1% | Added |