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, Q2 2026
Institutional positions in Chevron Corp as of Jun 30, 2026. 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
- 4,143
- −114 vs. Q1 2026
- Shares held
- 1.47B
- +29.2M (+2.0%) vs. Q1 2026
- Total value
- $243.4B
- −$53.5B (−18.0%) vs. Q1 2026
- New holders
- 164
- 1,816 more added
- Sold out
- 278
- 1,737 more reduced
55 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Chevron Corp; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| William Mack & Associates, Inc. | 1,780 | $295.1K | 0.10% | +13+0.7% | Added |
| RM Financial Services, LLC | 1,785 | $295.8K | 0.22% | −11−0.6% | Reduced |
| StoryOne LLC | 1,789 | $296.5K | 0.14% | +1,789 | Added |
| LifePlan Investment Advisors, Inc. | 1,791 | $296.9K | 0.10% | +76+4.4% | Added |
| Westshore Wealth, LLC | 1,793 | $297.2K | 0.09% | +68+3.9% | Added |
| Evergreen Wealth Partners LLC | 1,799 | $298.1K | 0.18% | +1,799 | New |
| AIMZ Investment Advisors, LLC | 1,802 | $298.8K | 0.08% | 00.0% | Unchanged |
| Sunburst Financial Group, LLC | 1,803 | $298.9K | 0.05% | −12−0.7% | Reduced |
| Roble, Belko & Company, Inc | 1,809 | $300.0K | 0.03% | −20−1.1% | Reduced |
| Essential Investment Partners LLC | 1,810 | $300.0K | 0.24% | −800−30.7% | Reduced |
| Selective Wealth Management, Inc. | 1,601 | $300.0K | 0.08% | +155+10.7% | Added |
| Highland Investment Advisors LLC | 1,811 | $300.2K | 0.13% | +1,811 | New |
| New Covenant Trust Company, N.A. | 1,811 | $300.2K | 0.23% | +50+2.8% | Added |
| Mustard Seed Financial, LLC | 1,811 | $300.2K | 0.16% | −100−5.2% | Reduced |
| Bayban | 1,815 | $300.9K | 0.23% | 00.0% | Unchanged |
| JSF Financial, LLC | 1,818 | $301.4K | 0.05% | −211−10.4% | Reduced |
| Numerai GP LLC | 1,822 | $302.0K | 0.02% | +1,822 | New |
| Concentrum Wealth Management | 1,824 | $302.4K | 0.07% | +61+3.5% | Added |
| Orion Investment Co | 1,826 | $302.7K | 0.09% | +9+0.5% | Added |
| Theory Financial LLC | 1,828 | $303.0K | 0.10% | 00.0% | Unchanged |
| Southern Capital Advisors, LLC | 1,828 | $303.0K | 0.13% | −14−0.8% | Reduced |
| Pinnacle Family Advisors, LLC | 1,829 | $303.2K | 0.13% | −5−0.3% | Reduced |
| Cookson Peirce & Co Inc | 1,829 | $303.2K | 0.01% | −1,400−43.4% | Reduced |
| BlueChip Wealth Advisors LLC | 1,832 | $303.6K | 0.12% | −6−0.3% | Reduced |
| Bluebird Wealth Management LLC | 1,832 | $303.7K | 0.26% | +621+51.3% | Added |
| Liberty Capital Management, Inc. | 1,832 | $303.7K | 0.05% | +1,832 | New |
| RFG Holdings, Inc. | 1,835 | $304.2K | 0.06% | −81−4.2% | Reduced |
| Imprint Wealth LLC | 1,838 | $304.7K | 1.24% | −11−0.6% | Reduced |
| Quantum Financial Partners LLC | 1,839 | $304.9K | 0.16% | +1,839 | New |
| SpringVest Wealth Management LLC | 1,841 | $305.2K | 0.19% | −23−1.2% | Reduced |
| Lane Brothers & Co Inc | 1,846 | $306.0K | 0.20% | −21−1.1% | Reduced |
| Goldstone Financial Group, LLC | 1,847 | $306.1K | 0.03% | +21+1.2% | Added |
| Encompass More Asset Management | 1,850 | $306.7K | 0.05% | +85+4.8% | Added |
| WJ Financial Advisors LLC | 1,853 | $307.2K | 0.23% | +75+4.2% | Added |
| Oakwell Private Wealth Management, LLC | 1,854 | $307.3K | 0.05% | +144+8.4% | Added |
| Verus Financial Partners, Inc. | 1,855 | $307.5K | 0.03% | −72−3.7% | Reduced |
| Fearless Solutions, LLC dba Best Invest | 1,861 | $308.4K | 0.16% | +304+19.5% | Added |
| Latitude Advisors, LLC | 1,866 | $309.3K | 0.12% | −398−17.6% | Reduced |
| MFA Wealth Services | 1,866 | $309.4K | 0.18% | −5−0.3% | Reduced |
| PlanVest Financial, Inc | 1,868 | $309.6K | 0.21% | +155+9.0% | Added |
| waypoint wealth counsel | 1,870 | $310.0K | 0.19% | −201−9.7% | Reduced |
| Ridgepath Capital Management LLC | 1,871 | $310.2K | 0.14% | +17+0.9% | Added |
| HFG Wealth Management, LLC | 1,875 | $310.7K | 0.31% | −205−9.9% | Reduced |
| MBE Wealth Management, LLC | 1,876 | $310.9K | 0.11% | +138+7.9% | Added |
| Eq Wealth Advisors, LLC | 1,876 | $311.0K | 0.17% | −32−1.7% | Reduced |
| City National Bank of Florida | 1,877 | $311.1K | 0.13% | +49+2.7% | Added |
| Legacy Wealth Partners, LLC | 1,878 | $311.3K | 0.07% | +145+8.4% | Added |
| Approach Retirement Advisors, LLC | 1,879 | $311.5K | 0.23% | +4+0.2% | Added |
| Cura Wealth Advisors, LLC | 1,880 | $311.6K | 0.13% | +222+13.4% | Added |
| Fiduciary Planning LLC | 1,881 | $311.8K | 0.08% | +1+0.1% | Added |
| Bayesian Capital Management, LP | 1,882 | $312.0K | 0.20% | −818−30.3% | Reduced |
| Sulzberger Capital Advisors, Inc. | 1,884 | $312.3K | 0.30% | 00.0% | Unchanged |
| Sonata Capital Group Inc | 1,885 | $312.5K | 0.10% | −135−6.7% | Reduced |
| Financial Network Wealth Advisors LLC | 1,888 | $313.0K | 0.32% | +66+3.6% | Added |
| FreeGulliver LLC | 1,892 | $313.6K | 0.11% | −170−8.2% | Reduced |
| Johnson Bixby & Associates, LLC | 1,899 | $314.8K | 0.04% | −350−15.6% | Reduced |
| Arsenal Capital Advisors LLC | 1,900 | $314.9K | 0.19% | +32+1.7% | Added |
| Centurion Wealth Management LLC | 1,902 | $315.2K | 0.08% | −376−16.5% | Reduced |
| Fortem Financial Group, LLC | 1,904 | $315.6K | 0.06% | +291+18.0% | Added |
| Bright Futures Wealth Management, LLC. | 1,905 | $315.8K | 0.20% | +352+22.7% | Added |
| North Point Portfolio Managers Corp | 1,906 | $315.9K | 0.05% | 00.0% | Unchanged |
| City Center Advisors, LLC | 1,912 | $316.9K | 0.26% | +26+1.4% | Added |
| Mission Hills Financial Advisory, LLC | 1,912 | $317.0K | 0.14% | +916+92.0% | Added |
| Scissortail Wealth Management, LLC | 1,913 | $317.1K | 0.06% | −3,301−63.3% | Reduced |
| Transcendent Capital Group LLC | 1,914 | $317.3K | 0.12% | −50−2.5% | Reduced |
| Investment Partners Asset Management, Inc. | 1,919 | $318.2K | 0.18% | −240−11.1% | Reduced |
| Bay Capital Advisors, LLC | 1,920 | $318.3K | 0.17% | 00.0% | Unchanged |
| Nautilus Advisors LLC | 1,809 | $319.1K | 0.19% | +1+0.1% | Added |
| Ted Buchan & Co | 1,926 | $319.2K | 0.10% | −323−14.4% | Reduced |
| Christine Messmer PC | 1,929 | $319.8K | 0.18% | +18+0.9% | Added |
| Balanced Wealth Group LLC | 1,934 | $320.7K | 0.10% | +107+5.9% | Added |
| Sterling Financial Planning, Inc. | 1,938 | $321.3K | 0.09% | −53−2.7% | Reduced |
| Earnest Partners LLC | 1,942 | $321.9K | 0.00% | −223−10.3% | Reduced |
| Keeler & Nadler Financial Planning & Wealth Management | 1,944 | $322.2K | 0.09% | −134−6.4% | Reduced |
| Omnia Family Wealth, LLC | 1,944 | $322.2K | 0.09% | +406+26.4% | Added |
| Flywheel Private Wealth LLC | 1,945 | $322.4K | 0.16% | −40−2.0% | Reduced |
| Voya Financial Advisors, Inc. | 1,915 | $322.6K | 0.03% | −742−27.9% | Reduced |
| Monument Group Wealth Advisors, LLC | 1,517 | $323.0K | 0.16% | +197+14.9% | Added |
| Brewster Financial Planning LLC | 1,949 | $323.1K | 0.18% | +20+1.0% | Added |
| Sutton Place Investors LLC | 1,949 | $323.1K | 0.16% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 1,951 | $323.4K | 0.15% | −414−17.5% | Reduced |
| Essential Partners LLC | 1,951 | $323.4K | 0.15% | +1,116+133.7% | Added |
| Kahn Brothers Group Inc | 1,953 | $323.7K | 0.05% | 00.0% | Unchanged |
| Cooke Wealth Management, LLC | 1,954 | $323.9K | 0.27% | −110−5.3% | Reduced |
| Good Steward Wealth Advisors,LLC | 1,955 | $324.1K | 0.20% | +22+1.1% | Added |
| Silver Grove Financial Group, Inc. | 1,955 | $324.1K | 0.18% | +41+2.1% | Added |
| McGuire Capital Advisors Inc | 1,955 | $324.1K | 0.18% | +43+2.2% | Added |
| Strategic Financial Group, LLC | 1,958 | $324.6K | 0.31% | +37+1.9% | Added |
| Meridian Financial, LLC | 1,960 | $324.8K | 0.16% | +100+5.4% | Added |
| Caliber Wealth Management, LLC | 1,960 | $324.9K | 0.03% | −235−10.7% | Reduced |
| Tempo Wealth, LLC | 1,962 | $325.2K | 0.05% | +443+29.2% | Added |
| Waycross Partners, LLC | 1,967 | $326.1K | 0.03% | 00.0% | Unchanged |
| Garden State Investment Advisory Services LLC | 1,968 | $326.2K | 0.06% | −68−3.3% | Reduced |
| Hassell Wealth Management, LLC | 1,858 | $327.0K | 0.10% | +1,858 | New |
| Woodard & Co Asset Management Group Inc | 1,974 | $327.2K | 0.05% | +14+0.7% | Added |
| Vermillion Wealth Management, Inc. | 1,978 | $327.9K | 0.08% | −674−25.4% | Reduced |
| Hopwood Financial Services, Inc. | 1,978 | $327.9K | 0.19% | 00.0% | Unchanged |
| Legacy Financial Strategies, LLC | 1,980 | $328.1K | 0.05% | −27−1.3% | Reduced |
| Family Investment Center, Inc. | 1,981 | $328.4K | 0.05% | −72−3.5% | Reduced |
| Garde Capital, Inc. | 1,985 | $329.0K | 0.01% | −107−5.1% | Reduced |