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 |
|---|---|---|---|---|---|
| Peddock Capital Advisors, LLC | 61,525 | $9.06M | 2.18% | +335+0.5% | Added |
| Empirical Finance, LLC | 61,065 | $8.99M | 0.52% | +1,115+1.9% | Added |
| GFS Advisors, LLC | 60,944 | $8.97M | 1.91% | +60,809+45,043.7% | Added |
| Phoenix Holdings Ltd. | 60,767 | $8.95M | 0.13% | +5,785+10.5% | Added |
| HighPoint Advisor Group LLC | 60,694 | $8.94M | 0.52% | −10,641−14.9% | Reduced |
| Neville Rodie & Shaw Inc | 60,637 | $8.93M | 0.66% | −1,860−3.0% | Reduced |
| Advocate Group LLC | 60,574 | $8.92M | 1.62% | +1,170+2.0% | Added |
| Greenleaf Trust | 60,285 | $8.88M | 0.08% | +1,830+3.1% | Added |
| Covington Investment Advisors Inc. | 60,232 | $8.87M | 1.33% | +927+1.6% | Added |
| Tower Bridge Advisors | 60,154 | $8.86M | 0.92% | −1,227−2.0% | Reduced |
| Patten & Patten Inc | 60,109 | $8.85M | 0.59% | −46−0.1% | Reduced |
| First Financial Bank - Trust Division | 60,099 | $8.85M | 0.81% | −2,717−4.3% | Reduced |
| Klingenstein Fields & Co LP | 59,872 | $8.82M | 0.35% | +347+0.6% | Added |
| Grimes & Company, Inc. | 59,593 | $8.78M | 0.24% | +2,260+3.9% | Added |
| Braun Stacey Associates Inc | 59,453 | $8.76M | 0.33% | −74,558−55.6% | Reduced |
| FIL Ltd | 59,311 | $8.73M | 0.01% | −203,014−77.4% | Reduced |
| Stokes Family Office, LLC | 59,257 | $8.73M | 0.95% | +512+0.9% | Added |
| Bleakley Financial Group, LLC | 59,126 | $8.71M | 0.27% | −4,418−7.0% | Reduced |
| Morgan Dempsey Capital Management LLC | 58,980 | $8.69M | 2.98% | +2,885+5.1% | Added |
| Channing Capital Management, LLC | 58,795 | $8.66M | 0.22% | −184−0.3% | Reduced |
| Petredis Investment Advisors LLC | 58,591 | $8.63M | 0.92% | −115−0.2% | Reduced |
| Freestone Capital Holdings, LLC | 58,584 | $8.63M | 0.30% | −2,829−4.6% | Reduced |
| Investment Management Corp of Ontario | 58,097 | $8.56M | 0.19% | +18,900+48.2% | Added |
| Regal Investment Advisors LLC | 57,724 | $8.50M | 0.60% | +1,773+3.2% | Added |
| Alerus Financial NA | 57,625 | $8.49M | 0.62% | +41+0.1% | Added |
| Culbertson A N & Co Inc | 57,612 | $8.48M | 1.37% | +3,458+6.4% | Added |
| Avantax Planning Partners, Inc. | 57,435 | $8.46M | 0.30% | −13,455−19.0% | Reduced |
| CTC LLC | 57,423 | $8.46M | 0.39% | −10,990−16.1% | Reduced |
| Pioneer Trust Bank N A | 57,330 | $8.44M | 2.16% | +664+1.2% | Added |
| Global Wealth Management Investment Advisory, Inc. | 57,240 | $8.43M | 1.82% | +7,845+15.9% | Added |
| Leavell Investment Management, Inc. | 57,226 | $8.43M | 0.42% | −3,246−5.4% | Reduced |
| Quintet Private Bank (Europe) S.A. | 57,090 | $8.41M | 0.48% | +11,438+25.1% | Added |
| Spinnaker Trust | 56,914 | $8.38M | 0.52% | −1,566−2.7% | Reduced |
| Valicenti Advisory Services Inc | 56,738 | $8.36M | 2.15% | −346−0.6% | Reduced |
| Global Retirement Partners, LLC | 56,630 | $8.34M | 0.25% | +405+0.7% | Added |
| Haverford Financial Services, Inc. | 56,570 | $8.33M | 2.38% | −30.0% | Reduced |
| Canandaigua National Bank & Trust Co | 56,393 | $8.30M | 0.79% | −2,544−4.3% | Reduced |
| Simplex Trading, LLC | 56,165 | $8.27M | 0.28% | +56,165 | New |
| NewEdge Wealth, LLC | 56,124 | $8.27M | 0.15% | +15,039+36.6% | Added |
| Sky Investment Group LLC | 56,078 | $8.26M | 1.48% | +893+1.6% | Added |
| Grassi Investment Management | 55,996 | $8.25M | 0.71% | −400−0.7% | Reduced |
| Ingalls & Snyder LLC | 55,854 | $8.23M | 0.32% | −2,281−3.9% | Reduced |
| Citizens Financial Group Inc | 55,736 | $8.21M | 0.17% | +5,242+10.4% | Added |
| Ameritas Investment Partners, Inc. | 55,734 | $8.21M | 0.27% | −6,959−11.1% | Reduced |
| Meridian Investment Counsel Inc. | 55,415 | $8.16M | 2.47% | +80.0% | Added |
| Birmingham Capital Management Co Inc | 55,072 | $8.11M | 2.95% | +1,171+2.2% | Added |
| Resources Management Corp | 54,970 | $8.10M | 1.09% | −215−0.4% | Reduced |
| Brown Brothers Harriman & Co | 54,857 | $8.08M | 0.05% | +6,558+13.6% | Added |
| Greystone Financial Group, LLC | 54,676 | $8.05M | 1.44% | +1,348+2.5% | Added |
| Means Investment Co., Inc. | 54,673 | $8.05M | 0.89% | −433−0.8% | Reduced |
| Connors Investor Services Inc | 54,659 | $8.05M | 0.78% | −3,952−6.7% | Reduced |
| HTLF Bank | 54,283 | $7.99M | 0.87% | −728−1.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 53,908 | $7.94M | 0.19% | −637−1.2% | Reduced |
| Aptus Capital Advisors, LLC | 53,773 | $7.92M | 0.12% | +13,203+32.5% | Added |
| Richard Bernstein Advisors LLC | 53,216 | $7.84M | 0.17% | 00.0% | Unchanged |
| Vista Investment Partners LLC | 53,111 | $7.82M | 2.50% | −567−1.1% | Reduced |
| FORA Capital, LLC | 53,044 | $7.81M | 0.92% | +53,044 | New |
| Ashton Thomas Private Wealth, LLC | 52,968 | $7.80M | 0.42% | −6,618−11.1% | Reduced |
| Shorepoint Capital Partners LLC | 52,911 | $7.79M | 1.77% | +1,543+3.0% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 52,846 | $7.78M | 0.22% | +17,268+48.5% | Added |
| Lynch & Associates | 52,472 | $7.73M | 1.63% | −236−0.4% | Reduced |
| Parcion Private Wealth LLC | 52,173 | $7.68M | 0.64% | +6,792+15.0% | Added |
| Lyell Wealth Management, LP | 52,109 | $7.67M | 0.70% | −5,279−9.2% | Reduced |
| Reuter James Wealth Management, LLC | 52,012 | $7.66M | 1.41% | +41,709+404.8% | Added |
| Stolper Co | 51,569 | $7.59M | 2.48% | +157+0.3% | Added |
| Citizens National Bank Trust Department | 51,549 | $7.59M | 1.60% | +50.0% | Added |
| Los Angeles Capital Management LLC | 51,446 | $7.58M | 0.03% | −522,994−91.0% | Reduced |
| Easterly Investment Partners LLC | 51,271 | $7.55M | 0.61% | +21,996+75.1% | Added |
| Cypress Capital Group | 51,080 | $7.52M | 0.85% | −4,035−7.3% | Reduced |
| Rodgers Brothers Inc. | 51,037 | $7.52M | 0.95% | +808+1.6% | Added |
| Woodstock Corp | 50,968 | $7.51M | 0.72% | +2,045+4.2% | Added |
| Bowen Hanes & Co Inc | 50,903 | $7.50M | 0.20% | −245−0.5% | Reduced |
| Inspire Trust Co, N.A. | 50,868 | $7.49M | 2.06% | +8,445+19.9% | Added |
| Dupree Financial Group, LLC | 50,798 | $7.48M | 2.99% | +250.0% | Added |
| Essex Financial Services, Inc. | 49,434 | $7.46M | 0.54% | −4,462−8.3% | Reduced |
| Puzo Michael J | 50,503 | $7.44M | 1.94% | +662+1.3% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 50,359 | $7.42M | 0.51% | −4,923−8.9% | Reduced |
| Sigma Planning Corp | 50,295 | $7.41M | 0.23% | −867−1.7% | Reduced |
| Terry L. Blaker | 50,023 | $7.37M | 0.28% | −330−0.7% | Reduced |
| Fulton Bank, N.A. | 49,969 | $7.36M | 0.28% | +1,156+2.4% | Added |
| IHT Wealth Management, LLC | 49,663 | $7.34M | 0.21% | +10,820+27.9% | Added |
| Pettyjohn, Wood & White, Inc | 49,812 | $7.34M | 1.35% | +66+0.1% | Added |
| Howe & Rusling Inc | 49,785 | $7.33M | 0.63% | −362−0.7% | Reduced |
| Advanced Asset Management Advisors Inc | 46,826 | $7.32M | 1.96% | 00.0% | Unchanged |
| Tritonpoint Wealth, LLC | 50,259 | $7.31M | 0.67% | +3,544+7.6% | Added |
| Jefferies Financial Group Inc. | 49,623 | $7.31M | 0.12% | −91,867−64.9% | Reduced |
| Gladstone Institutional Advisory LLC | 49,241 | $7.25M | 0.35% | +3,122+6.8% | Added |
| Level Four Advisory Services, LLC | 48,680 | $7.24M | 0.30% | +1,141+2.4% | Added |
| Legacy Private Trust Co. | 49,192 | $7.24M | 0.49% | +1,467+3.1% | Added |
| Beacon Investment Advisory Services, Inc. | 49,051 | $7.22M | 0.30% | +1,260+2.6% | Added |
| IFP Advisors, Inc | 49,026 | $7.22M | 0.26% | +12,002+32.4% | Added |
| TCTC Holdings, LLC | 48,990 | $7.21M | 0.24% | +2,190+4.7% | Added |
| James Investment Research Inc | 48,969 | $7.21M | 0.83% | −5,585−10.2% | Reduced |
| Patton Albertson Miller Group, LLC | 48,959 | $7.21M | 0.98% | −369−0.7% | Reduced |
| PFG Investments, LLC | 48,957 | $7.21M | 0.47% | +7,818+19.0% | Added |
| BKD Wealth Advisors, LLC | 48,908 | $7.20M | 0.17% | −775−1.6% | Reduced |
| Synergy Financial Management, LLC | 48,877 | $7.20M | 1.09% | +11,366+30.3% | Added |
| Commonwealth Retirement Investments LLC | 48,866 | $7.20M | 3.02% | +2,227+4.8% | Added |
| Cape Cod Five Cents Savings Bank | 48,721 | $7.18M | 0.66% | +310+0.6% | Added |
| Hollow Brook Wealth Management LLC | 48,653 | $7.17M | 2.12% | +3,267+7.2% | Added |