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 |
|---|---|---|---|---|---|
| Cheviot Value Management, LLC | 76,967 | $11.3M | 2.14% | −1,924−2.4% | Reduced |
| Nicholas Company, Inc. | 76,745 | $11.3M | 0.18% | +8,290+12.1% | Added |
| Crestwood Advisors Group LLC | 76,672 | $11.3M | 0.22% | −189−0.2% | Reduced |
| TCG Advisory Services, LLC | 76,424 | $11.3M | 0.49% | +4,047+5.6% | Added |
| Crossmark Global Holdings, Inc. | 76,352 | $11.2M | 0.20% | −2,640−3.3% | Reduced |
| Bogart Wealth, LLC | 75,990 | $11.2M | 0.53% | +9,999+15.2% | Added |
| UniSuper Management Pty Ltd | 75,426 | $11.1M | 0.08% | +1,246+1.7% | Added |
| Equitable Holdings, Inc. | 75,316 | $11.1M | 0.11% | −1,828−2.4% | Reduced |
| Alpha Omega Wealth Management LLC | 75,259 | $11.1M | 2.03% | −622−0.8% | Reduced |
| Meridian Wealth Management, LLC | 75,047 | $11.1M | 0.54% | +75,047 | New |
| Hudson Bay Capital Management LP | 75,000 | $11.0M | 0.08% | +75,000 | New |
| Allied Investment Advisors, LLC | 74,536 | $11.0M | 2.17% | +1,702+2.3% | Added |
| Capital Investment Counsel, LLC | 74,508 | $11.0M | 1.90% | +3,177+4.5% | Added |
| Burns J W & Co Inc | 74,491 | $11.0M | 1.43% | −1,510−2.0% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 74,422 | $11.0M | 0.11% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. Holding AG | 74,422 | $11.0M | 0.11% | +74,422 | New |
| Tower Research Capital LLC (TRC) | 74,398 | $11.0M | 0.29% | −45,912−38.2% | Reduced |
| Pittenger & Anderson Inc | 74,036 | $10.9M | 0.41% | +4,535+6.5% | Added |
| Moody Lynn & Lieberson, LLC | 73,987 | $10.9M | 0.67% | −42,636−36.6% | Reduced |
| Farther Finance Advisors, LLC | 73,638 | $10.8M | 0.41% | +3,159+4.5% | Added |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 71,619 | $10.8M | 0.10% | −381−0.5% | Reduced |
| DuPont Capital Management Corp | 73,155 | $10.8M | 0.90% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 73,148 | $10.8M | 0.31% | −7,126−8.9% | Reduced |
| Griffin Asset Management, Inc. | 72,959 | $10.7M | 1.20% | −925−1.3% | Reduced |
| Intech Investment Management LLC | 72,668 | $10.7M | 0.12% | +1,343+1.9% | Added |
| Cohen & Steers, Inc. | 72,628 | $10.7M | 0.02% | +72,014+11,728.7% | Added |
| Nixon Peabody Trust Co | 72,522 | $10.7M | 0.89% | +7,432+11.4% | Added |
| Shelton Capital Management | 72,508 | $10.7M | 0.27% | −571−0.8% | Reduced |
| Trust Co of Toledo NA | 72,128 | $10.6M | 1.44% | +948+1.3% | Added |
| Snowden Capital Advisors LLC | 72,086 | $10.6M | 0.32% | +5,327+8.0% | Added |
| Banque Cantonale Vaudoise | 72,017 | $10.6M | 0.44% | +8,772+13.9% | Added |
| Colonial Trust Advisors | 71,976 | $10.6M | 0.92% | +576+0.8% | Added |
| ARS Investment Partners, LLC | 71,871 | $10.6M | 0.95% | −586−0.8% | Reduced |
| Willis Investment Counsel | 71,612 | $10.5M | 0.69% | −134−0.2% | Reduced |
| NEOS Investment Management LLC | 71,455 | $10.5M | 0.32% | +6,244+9.6% | Added |
| Tokio Marine Asset Management Co Ltd | 70,825 | $10.4M | 0.46% | +913+1.3% | Added |
| Guardian Capital Advisors LP | 69,634 | $10.4M | 1.03% | +1,424+2.1% | Added |
| Stratos Wealth Partners, LTD. | 70,768 | $10.4M | 0.15% | +261+0.4% | Added |
| Soltis Investment Advisors LLC | 70,756 | $10.4M | 1.02% | +11,618+19.6% | Added |
| LaFleur & Godfrey LLC | 70,593 | $10.4M | 1.43% | −6,373−8.3% | Reduced |
| Park Avenue Securities LLC | 70,520 | $10.4M | 0.12% | −12,118−14.7% | Reduced |
| Fagan Associates, Inc. | 70,288 | $10.4M | 1.74% | −93−0.1% | Reduced |
| Tufton Capital Management | 70,271 | $10.3M | 1.94% | +1,045+1.5% | Added |
| Interval Partners, LP | 70,045 | $10.3M | 0.30% | +70,045 | New |
| Viking Fund Management LLC | 70,000 | $10.3M | 1.67% | +12,000+20.7% | Added |
| Eisler Capital (UK) Ltd. | 69,973 | $10.3M | 2.45% | +33,802+93.5% | Added |
| Transform Wealth, LLC | 69,489 | $10.2M | 0.68% | −5,073−6.8% | Reduced |
| Intact Investment Management Inc. | 69,450 | $10.2M | 0.34% | +6,700+10.7% | Added |
| PKO Investment Management Joint-Stock Co | 69,173 | $10.2M | 1.26% | 00.0% | Unchanged |
| KMG Fiduciary Partners, LLC | 68,982 | $10.2M | 0.88% | −12,152−15.0% | Reduced |
| Laffer Tengler Investments | 68,653 | $10.1M | 2.05% | +1,620+2.4% | Added |
| Merit Financial Group, LLC | 68,254 | $10.1M | 0.22% | −7,915−10.4% | Reduced |
| LMG Wealth Partners, LLC | 68,104 | $10.0M | 2.30% | +11,862+21.1% | Added |
| Adell Harriman & Carpenter Inc | 67,967 | $10.0M | 0.73% | −4,886−6.7% | Reduced |
| Baldwin Brothers Inc | 67,917 | $10.0M | 0.68% | +4,116+6.5% | Added |
| Biondo Investment Advisors, LLC | 67,725 | $9.97M | 1.37% | +1,147+1.7% | Added |
| Old National Bancorp | 67,402 | $9.93M | 0.23% | −19,513−22.5% | Reduced |
| Hennessy Advisors Inc | 67,382 | $9.92M | 0.32% | +600+0.9% | Added |
| Acadian Asset Management LLC | 67,299 | $9.91M | 0.03% | −73,792−52.3% | Reduced |
| EagleClaw Capital Managment, LLC | 67,255 | $9.90M | 1.66% | +1,170+1.8% | Added |
| EverSource Wealth Advisors, LLC | 67,246 | $9.90M | 0.63% | −5,403−7.4% | Reduced |
| Cutler Investment Counsel LLC | 67,184 | $9.89M | 1.25% | −3,822−5.4% | Reduced |
| Dearborn Partners LLC | 67,057 | $9.88M | 0.40% | −113−0.2% | Reduced |
| Live Oak Private Wealth LLC | 66,987 | $9.87M | 1.60% | +1,674+2.6% | Added |
| Hendley & Co Inc | 66,814 | $9.84M | 3.43% | −760−1.1% | Reduced |
| MainStreet Investment Advisors LLC | 66,807 | $9.84M | 1.31% | −9,721−12.7% | Reduced |
| Wealthspire Advisors, LLC | 66,556 | $9.80M | 0.10% | +1,576+2.4% | Added |
| Skba Capital Management LLC | 66,525 | $9.80M | 1.45% | +10,200+18.1% | Added |
| Edge Capital Group, LLC | 66,502 | $9.79M | 0.43% | −2,723−3.9% | Reduced |
| Apollon Wealth Management, LLC | 66,442 | $9.78M | 0.28% | −1,500−2.2% | Reduced |
| Axxcess Wealth Management, LLC | 66,333 | $9.77M | 0.25% | −3,384−4.9% | Reduced |
| Great Valley Advisor Group, Inc. | 65,895 | $9.70M | 0.24% | +4,605+7.5% | Added |
| Coldstream Capital Management Inc | 65,754 | $9.70M | 0.21% | +7,341+12.6% | Added |
| RiverFront Investment Group, LLC | 65,844 | $9.70M | 0.23% | −3,605−5.2% | Reduced |
| Kovack Advisors, Inc. | 65,580 | $9.66M | 1.02% | −1,331−2.0% | Reduced |
| Stockman Wealth Management, Inc. | 65,457 | $9.64M | 1.50% | +5,769+9.7% | Added |
| Baxter Bros Inc | 65,387 | $9.63M | 1.25% | +117+0.2% | Added |
| Fred Alger Management, LLC | 65,326 | $9.62M | 0.05% | +1,253+2.0% | Added |
| Novare Capital Management LLC | 65,311 | $9.62M | 0.82% | +864+1.3% | Added |
| Courier Capital LLC | 64,989 | $9.57M | 0.66% | +1,969+3.1% | Added |
| Galvin, Gaustad & Stein, LLC | 64,933 | $9.56M | 0.85% | +1,237+1.9% | Added |
| Integrated Advisors Network LLC | 64,780 | $9.54M | 0.46% | −475−0.7% | Reduced |
| Cary Street Partner Investment Advisory LLC | 64,709 | $9.53M | 0.35% | +7,353+12.8% | Added |
| Federation des caisses Desjardins du Quebec | 64,700 | $9.53M | 0.05% | +10,370+19.1% | Added |
| TCW Group Inc | 64,495 | $9.50M | 0.08% | −22,120−25.5% | Reduced |
| Allianz SE | 64,463 | $9.49M | 0.26% | +230+0.4% | Added |
| Omers Administration Corp | 64,250 | $9.46M | 0.09% | −663,800−91.2% | Reduced |
| Resources Investment Advisors, LLC. | 64,205 | $9.46M | 0.11% | +138+0.2% | Added |
| Dean Investment Associates, LLC | 63,993 | $9.42M | 1.27% | +6,135+10.6% | Added |
| Marathon Capital Management | 63,885 | $9.41M | 2.28% | +372+0.6% | Added |
| Motco | 63,677 | $9.38M | 0.94% | −2,843−4.3% | Reduced |
| F/M Investments LLC | 63,369 | $9.35M | 0.32% | −1,913−2.9% | Reduced |
| Mechanics Bank Trust Department | 63,001 | $9.28M | 1.24% | −558−0.9% | Reduced |
| Caldwell Trust Co | 62,910 | $9.26M | 0.97% | −693−1.1% | Reduced |
| Red Door Wealth Management, LLC | 62,907 | $9.26M | 1.54% | +2,423+4.0% | Added |
| Bard Financial Services, Inc. | 62,535 | $9.21M | 1.09% | −10,235−14.1% | Reduced |
| CAPROCK Group, Inc. | 62,320 | $9.18M | 0.33% | +11,167+21.8% | Added |
| Sand Hill Global Advisors, LLC | 61,996 | $9.13M | 0.38% | +204+0.3% | Added |
| Warren Averett Asset Management, LLC | 61,926 | $9.12M | 0.17% | −4,590−6.9% | Reduced |
| Foster Victor Wealth Advisors, LLC | 60,740 | $9.09M | 0.73% | +6,486+12.0% | Added |