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 |
|---|---|---|---|---|---|
| Strategy Asset Managers LLC | 48,538 | $7.15M | 1.37% | −17,519−26.5% | Reduced |
| Spirepoint Private Client, LLC | 48,441 | $7.13M | 0.94% | +4,638+10.6% | Added |
| Montag A & Associates Inc | 48,306 | $7.11M | 0.34% | +296+0.6% | Added |
| Pine Valley Investments Ltd Liability Co | 48,227 | $7.10M | 0.49% | +3,808+8.6% | Added |
| Core Alternative Capital | 48,226 | $7.10M | 1.37% | −5,001−9.4% | Reduced |
| Folger Nolan Fleming Douglas Capital Management, Inc | 47,701 | $7.02M | 0.69% | −711−1.5% | Reduced |
| Veriti Management LLC | 47,623 | $7.01M | 0.38% | −1,873−3.8% | Reduced |
| Milestones Administradora de Recursos Ltda. | 47,610 | $7.01M | 2.79% | +19,760+71.0% | Added |
| Pensionmark Financial Group, LLC | 47,543 | $7.00M | 0.22% | +11,054+30.3% | Added |
| Fort Sheridan Advisors LLC | 47,490 | $6.99M | 1.06% | +1,956+4.3% | Added |
| Hamel Associates, Inc. | 47,396 | $6.98M | 2.13% | +1,068+2.3% | Added |
| Insight Folios Inc | 47,287 | $6.96M | 2.49% | +3,226+7.3% | Added |
| Community Bank & Trust, Waco, Texas | 47,157 | $6.95M | 1.56% | −230.0% | Reduced |
| Amica Mutual Insurance Co | 47,095 | $6.94M | 0.67% | 00.0% | Unchanged |
| Eagle Rock Investment Company, LLC | 47,084 | $6.93M | 1.16% | −425−0.9% | Reduced |
| FLC Capital Advisors | 47,022 | $6.92M | 1.60% | +140.0% | Added |
| Wallace Advisory Group, LLC | 44,239 | $6.92M | 5.06% | −84−0.2% | Reduced |
| Cornerstone Wealth Group, LLC | 46,981 | $6.92M | 0.57% | −1,759−3.6% | Reduced |
| Harbor Capital Advisors, Inc. | 46,678 | $6.87M | 0.30% | +644+1.4% | Added |
| Campbell Capital Management Inc | 46,658 | $6.87M | 2.72% | +6,302+15.6% | Added |
| Principal Securities, Inc. | 46,428 | $6.84M | 0.17% | +1,484+3.3% | Added |
| Montgomery Investment Management Inc | 46,373 | $6.83M | 2.47% | −150.0% | Reduced |
| Anchor Investment Management, LLC | 46,350 | $6.83M | 0.64% | +4,891+11.8% | Added |
| Rowland & Co Investment Counsel | 46,223 | $6.81M | 1.38% | −481−1.0% | Reduced |
| Fruth Investment Management | 46,205 | $6.80M | 1.77% | −101−0.2% | Reduced |
| Thoroughbred Financial Services, LLC | 46,192 | $6.80M | 0.44% | −796−1.7% | Reduced |
| CX Institutional | 46,181 | $6.80M | 0.30% | +22,735+97.0% | Added |
| Summit Trail Advisors, LLC | 46,015 | $6.78M | 0.17% | +3,645+8.6% | Added |
| Wealth Advisory Solutions, LLC | 45,832 | $6.75M | 1.86% | −5,513−10.7% | Reduced |
| J.W. Cole Advisors, Inc. | 45,714 | $6.73M | 0.28% | +1,036+2.3% | Added |
| Zions Bancorporation, N.A. | 45,318 | $6.67M | 0.49% | −2,734−5.7% | Reduced |
| Kennedy Capital Management, Inc. | 45,285 | $6.67M | 0.15% | +13,715+43.4% | Added |
| Man Group plc | 45,244 | $6.66M | 0.02% | −5,555−10.9% | Reduced |
| Camden National Bank | 45,242 | $6.66M | 0.95% | −1,501−3.2% | Reduced |
| Bell Bank | 45,190 | $6.66M | 0.79% | −5,767−11.3% | Reduced |
| XML Financial, LLC | 45,181 | $6.65M | 0.62% | +2,510+5.9% | Added |
| GLOBALT Investments LLC | 45,059 | $6.64M | 0.25% | −913−2.0% | Reduced |
| Valeo Financial Advisors, LLC | 44,948 | $6.62M | 0.19% | −1,700−3.6% | Reduced |
| Iowa State Bank | 44,932 | $6.62M | 1.36% | −4,388−8.9% | Reduced |
| GTS Securities LLC | 44,897 | $6.61M | 0.13% | +29,672+194.9% | Added |
| Woodward Diversified Capital, LLC | 44,772 | $6.59M | 4.18% | −9,318−17.2% | Reduced |
| PEAK6 Investments LLC | 44,666 | $6.58M | 0.33% | +44,666 | New |
| Buckhead Capital Management LLC | 44,513 | $6.56M | 2.07% | −725−1.6% | Reduced |
| Warren Street Wealth Advisors, LLC | 44,444 | $6.55M | 2.71% | +2,286+5.4% | Added |
| Ronald Blue Trust, Inc. | 41,714 | $6.53M | 0.09% | +8,956+27.3% | Added |
| Shell Asset Management Co | 44,261 | $6.52M | 0.29% | +44,261 | New |
| CWA Asset Management Group, LLC | 44,169 | $6.50M | 0.35% | +44,169 | New |
| Windle Wealth, LLC | 43,928 | $6.47M | 3.52% | +4,851+12.4% | Added |
| 1st Source Bank | 43,765 | $6.45M | 0.36% | −3,181−6.8% | Reduced |
| Asset Planning Services Inc | 43,765 | $6.45M | 3.19% | +775+1.8% | Added |
| Plato Investment Management Ltd | 43,706 | $6.43M | 0.52% | +438+1.0% | Added |
| Compass Wealth Management LLC | 43,641 | $6.43M | 1.51% | −1,101−2.5% | Reduced |
| Dudley Capital Management, LLC | 43,532 | $6.41M | 3.36% | +70.0% | Added |
| Penobscot Investment Management Company, Inc. | 43,460 | $6.40M | 0.57% | +428+1.0% | Added |
| Schnieders Capital Management LLC | 43,335 | $6.38M | 1.22% | −3,931−8.3% | Reduced |
| Quotient Wealth Partners, LLC | 43,287 | $6.37M | 0.21% | −1,026−2.3% | Reduced |
| Cohen Klingenstein LLC | 43,000 | $6.33M | 0.22% | 00.0% | Unchanged |
| Buckingham Strategic Partners | 42,990 | $6.33M | 0.13% | +6,317+17.2% | Added |
| Kimelman & Baird, LLC | 42,932 | $6.32M | 0.50% | 00.0% | Unchanged |
| Capital Analysts, LLC | 42,772 | $6.30M | 0.26% | +1,704+4.1% | Added |
| Horizon Wealth Management, LLC | 42,732 | $6.29M | 1.26% | +40,189+1,580.4% | Added |
| IronBridge Private Wealth, LLC | 42,610 | $6.28M | 2.34% | −942−2.2% | Reduced |
| Somerville Kurt F | 42,422 | $6.25M | 1.01% | +38+0.1% | Added |
| FineMark National Bank & Trust | 42,349 | $6.24M | 0.22% | −548−1.3% | Reduced |
| BancorpSouth Bank | 42,264 | $6.22M | 0.43% | −120.0% | Reduced |
| Wolverine Trading, LLC | 42,462 | $6.18M | 0.16% | +36,407+601.3% | Added |
| WoodTrust Financial Corp | 41,944 | $6.18M | 0.88% | +1,612+4.0% | Added |
| Chelsea Counsel Co | 41,662 | $6.14M | 3.02% | 00.0% | Unchanged |
| Hourglass Capital, LLC | 41,634 | $6.13M | 1.71% | −820−1.9% | Reduced |
| D. E. Shaw & Co., Inc. | 41,552 | $6.12M | 0.01% | +19,039+84.6% | Added |
| Wahed Invest LLC | 41,503 | $6.11M | 1.09% | +2,567+6.6% | Added |
| Avidian Wealth Solutions, LLC | 41,480 | $6.11M | 0.28% | +785+1.9% | Added |
| Tudor Investment Corp Et Al | 41,461 | $6.11M | 0.07% | +23,015+124.8% | Added |
| Alaska Permanent Fund Corp | 41,445 | $6.10M | 0.09% | 00.0% | Unchanged |
| Perkins Coie Trust Co | 41,268 | $6.08M | 1.35% | +34+0.1% | Added |
| Ibex Wealth Advisors | 58,649 | $6.08M | 1.95% | +16,033+37.6% | Added |
| Evoke Wealth, LLC | 41,244 | $6.07M | 0.17% | +41,244 | New |
| Ipswich Investment Management Co., Inc. | 41,231 | $6.07M | 1.41% | −7,109−14.7% | Reduced |
| Sound View Wealth Advisors Group, LLC | 41,210 | $6.07M | 0.50% | +3,609+9.6% | Added |
| Sage Capital Advisors,llc | 41,019 | $6.04M | 1.58% | +471+1.2% | Added |
| Graves-Light Private Wealth Management, Inc. | 40,901 | $6.02M | 0.74% | −9,230−18.4% | Reduced |
| Compagnie Lombard Odier SCmA | 40,823 | $6.01M | 0.09% | −5,494−11.9% | Reduced |
| Boston Financial Mangement LLC | 40,669 | $5.99M | 0.18% | −2,624−6.1% | Reduced |
| Capricorn Fund Managers Ltd | 40,615 | $5.98M | 4.03% | +10,306+34.0% | Added |
| Texas Yale Capital Corp. | 40,589 | $5.98M | 0.26% | +945+2.4% | Added |
| Thompson Investment Management, Inc. | 40,584 | $5.98M | 0.85% | +1,531+3.9% | Added |
| Marietta Wealth Management, LLC | 40,484 | $5.96M | 0.87% | +3,965+10.9% | Added |
| Beacon Harbor Wealth Advisors, Inc. | 40,482 | $5.96M | 1.42% | +1,344+3.4% | Added |
| Burney Co | 40,465 | $5.96M | 0.21% | +9,164+29.3% | Added |
| RFG Advisory, LLC | 40,373 | $5.95M | 0.18% | +5,602+16.1% | Added |
| McGowan Group Asset Management, Inc. | 40,261 | $5.93M | 0.78% | −1,134−2.7% | Reduced |
| C2C Wealth Management, LLC | 39,749 | $5.92M | 5.51% | +600+1.5% | Added |
| Silvia McColl Wealth Management, LLC | 40,065 | $5.90M | 4.42% | −498−1.2% | Reduced |
| NorthRock Partners, LLC | 39,994 | $5.89M | 0.19% | −3,525−8.1% | Reduced |
| StoneX Group Inc. | 39,968 | $5.89M | 0.43% | +2,992+8.1% | Added |
| Monte Financial Group, LLC | 39,962 | $5.89M | 2.44% | +4,280+12.0% | Added |
| Diversify Advisory Services, LLC | 38,824 | $5.86M | 0.32% | −2,168−5.3% | Reduced |
| White Pine Investment CO | 39,413 | $5.80M | 1.59% | +800+2.1% | Added |
| Hamilton Capital Partners Inc. | 39,379 | $5.80M | 0.50% | +2,980+8.2% | Added |
| First Manhattan Co | 39,351 | $5.80M | 0.02% | −503−1.3% | Reduced |