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 |
|---|---|---|---|---|---|
| Brandywine Trust Co | 5,129 | $850.2K | 0.14% | 00.0% | Unchanged |
| LGT Financial Advisors LLC | 5,132 | $850.7K | 4.50% | +9+0.2% | Added |
| Summit Wealth Group LLC | 5,134 | $851.0K | 0.07% | +976+23.5% | Added |
| Old Point Trust & Financial Services N A | 5,135 | $851.2K | 0.26% | −665−11.5% | Reduced |
| ABN AMRO Bank N.V. | 5,100 | $851.7K | 0.01% | −1,540−23.2% | Reduced |
| Code Waechter LLC | 5,142 | $852.4K | 0.44% | +164+3.3% | Added |
| Curated Wealth Partners LLC | 5,149 | $853.5K | 0.10% | +1,753+51.6% | Added |
| Keynote Financial Services LLC | 5,150 | $853.7K | 0.40% | −275−5.1% | Reduced |
| Capital Square, LLC | 4,841 | $854.0K | 0.38% | −406−7.7% | Reduced |
| Thoma Capital Management LLC | 5,155 | $854.6K | 0.46% | +54+1.1% | Added |
| Crestmont Private Wealth LLC | 5,160 | $855.3K | 0.24% | 00.0% | Unchanged |
| Bank of New Hampshire | 5,167 | $856.5K | 0.18% | −6,824−56.9% | Reduced |
| Quent Capital, LLC | 5,176 | $857.9K | 0.05% | +150+3.0% | Added |
| Tanglewood Legacy Advisors, LLC | 5,181 | $858.8K | 0.28% | +17+0.3% | Added |
| Capstone Wealth Management Group, LLC | 5,194 | $861.0K | 0.30% | −1,263−19.6% | Reduced |
| Regatta Capital Group, LLC | 5,200 | $862.0K | 0.12% | +84+1.6% | Added |
| Walter & Keenan Financial Consulting Co | 5,221 | $865.4K | 0.21% | −200−3.7% | Reduced |
| Eaton Financial Holdings Company, LLC | 5,228 | $866.6K | 0.24% | −686−11.6% | Reduced |
| US Asset Management LLC | 5,229 | $866.8K | 0.66% | +26+0.5% | Added |
| SHP Wealth Management | 5,233 | $867.5K | 0.06% | +110+2.1% | Added |
| CoreCommodity Management, LLC | 5,235 | $867.8K | 0.17% | +5,235 | New |
| Severin Investments, LLC | 5,236 | $867.9K | 0.65% | +1,807+52.7% | Added |
| Strategic Wealth Partners, Ltd. | 5,270 | $873.5K | 0.05% | +5+0.1% | Added |
| First Financial Corp | 5,272 | $873.9K | 0.30% | +63+1.2% | Added |
| Redwood Investment Management, LLC | 5,274 | $874.0K | 0.09% | +293+5.9% | Added |
| Sunpointe, LLC | 5,279 | $875.1K | 0.25% | −660−11.1% | Reduced |
| Ashton Thomas Securities, LLC | 5,365 | $877.7K | 0.13% | −1,606−23.0% | Reduced |
| Keebeck Wealth Management, LLC | 5,304 | $879.2K | 0.09% | −608−10.3% | Reduced |
| Octavia Wealth Advisors, LLC | 5,305 | $879.3K | 0.08% | −3,674−40.9% | Reduced |
| Cross Staff Investments Inc | 5,313 | $880.7K | 0.52% | 00.0% | Unchanged |
| Miller Global Investments, LLC | 5,330 | $883.5K | 0.73% | 00.0% | Unchanged |
| Unified Investment Management | 5,346 | $886.2K | 0.83% | 00.0% | Unchanged |
| Cromwell Holdings LLC | 5,356 | $887.8K | 0.40% | 00.0% | Unchanged |
| Syntax Research, Inc. | 5,357 | $888.0K | 0.65% | +61+1.2% | Added |
| Tudor Financial Inc. | 5,357 | $888.0K | 0.40% | +60+1.1% | Added |
| Cherry Creek Investment Advisors, Inc. | 5,360 | $888.5K | 0.35% | +81+1.5% | Added |
| Basecamp Wealth Advisors LLC | 5,365 | $889.3K | 0.17% | +124+2.4% | Added |
| Concentric Capital Strategies, LP | 5,370 | $890.1K | 0.05% | −4,179−43.8% | Reduced |
| Accredited Investors Inc. | 5,378 | $891.4K | 0.04% | +594+12.4% | Added |
| Proactive Wealth Strategies LLC | 5,398 | $894.8K | 0.14% | +50+0.9% | Added |
| Core Wealth Advisors, Inc. | 5,401 | $895.2K | 0.18% | +1,173+27.7% | Added |
| Counterweight Ventures, LLC | 5,409 | $896.6K | 0.45% | −418−7.2% | Reduced |
| JGP Wealth Management, LLC | 5,410 | $896.8K | 0.08% | +45+0.8% | Added |
| Tred Avon Family Wealth, LLC | 5,421 | $898.6K | 0.28% | +131+2.5% | Added |
| Summit Asset Management, LLC | 5,425 | $899.2K | 0.12% | +107+2.0% | Added |
| Knightsbridge Asset Management, LLC | 5,431 | $900.3K | 0.12% | +1,518+38.8% | Added |
| Greenspring Advisors, LLC | 5,440 | $901.7K | 0.05% | −55−1.0% | Reduced |
| Independent Investors Inc | 5,440 | $901.7K | 0.17% | −1,150−17.5% | Reduced |
| Guardian Wealth Advisors, LLC | 5,444 | $902.4K | 0.45% | −137−2.5% | Reduced |
| Sharp Financial Services, LLC | 5,446 | $902.8K | 0.42% | +1,680+44.6% | Added |
| Legacy Wealth Management, LLC | 5,447 | $902.9K | 0.23% | −842−13.4% | Reduced |
| Howard Capital Management Group, LLC | 5,455 | $904.2K | 0.06% | −10−0.2% | Reduced |
| Cozad Asset Management Inc | 5,463 | $905.5K | 0.06% | 00.0% | Unchanged |
| Breakwater Capital Group | 5,465 | $905.9K | 0.11% | +93+1.7% | Added |
| Lakeshore Capital Group, Inc. | 5,472 | $907.1K | 0.67% | +11+0.2% | Added |
| Obermeyer Wood Investment Counsel, LLLP | 5,478 | $908.0K | 0.04% | −1,439−20.8% | Reduced |
| Avantra Family Wealth, Inc. | 5,488 | $909.7K | 0.58% | +2,232+68.6% | Added |
| von Borstel & Associates, Inc. | 5,490 | $910.0K | 0.19% | +27+0.5% | Added |
| Thurston, Springer, Miller, Herd & Titak, Inc. | 5,492 | $910.5K | 0.33% | −856−13.5% | Reduced |
| Prostatis Group LLC | 5,495 | $910.8K | 0.21% | +2,069+60.4% | Added |
| Infinity Wealth Counsel, LLC | 5,497 | $911.2K | 0.74% | 00.0% | Unchanged |
| First National Bank Sioux Falls | 4,852 | $912.9K | 0.25% | 00.0% | Unchanged |
| Powers Advisory Group, LLC | 5,510 | $913.4K | 0.29% | −374−6.4% | Reduced |
| Symmetry Partners, LLC | 5,525 | $915.8K | 0.05% | +1,400+33.9% | Added |
| Almanack Investment Partners, LLC. | 5,526 | $916.0K | 0.12% | +1,747+46.2% | Added |
| Shepherd Financial Partners LLC | 5,529 | $916.5K | 0.08% | −99−1.8% | Reduced |
| Total Wealth Planning & Management, Inc. | 5,538 | $918.0K | 0.67% | −742−11.8% | Reduced |
| Samalin Investment Counsel, LLC | 5,555 | $920.7K | 0.29% | +179+3.3% | Added |
| Advisory Research Inc | 5,556 | $921.0K | 0.09% | −10−0.2% | Reduced |
| Elevatus Welath Management | 5,562 | $921.9K | 0.22% | −14,429−72.2% | Reduced |
| JB Capital LLC | 5,564 | $922.3K | 0.03% | +86+1.6% | Added |
| Indiana Trust & Investment Management CO | 5,565 | $922.5K | 0.25% | −315−5.4% | Reduced |
| Edgemoor Investment Advisors, Inc. | 5,566 | $922.6K | 0.06% | −9−0.2% | Reduced |
| Alessandra Capital Management, LLC | 5,567 | $922.8K | 0.65% | −100−1.8% | Reduced |
| Brooklyn FI, LLC | 4,787 | $923.8K | 0.17% | +116+2.5% | Added |
| Amussen Hunsaker Associates LLC | 5,582 | $925.3K | 0.09% | +110+2.0% | Added |
| Money Concepts Capital Corp | 5,585 | $925.7K | 0.04% | −5,818−51.0% | Reduced |
| Sterling Investment Management, Inc. | 5,596 | $927.6K | 0.51% | −128−2.2% | Reduced |
| 49 Wealth Management, LLC | 5,600 | $928.3K | 0.18% | −4,010−41.7% | Reduced |
| Alongside, LLC | 5,600 | $928.3K | 0.18% | +5,600 | New |
| GatePass Capital, LLC | 5,603 | $928.8K | 0.35% | +44+0.8% | Added |
| Kera Capital Partners, Inc. | 5,604 | $928.9K | 0.09% | +1,880+50.5% | Added |
| Alchemi Wealth, LLC | 5,608 | $929.7K | 0.44% | +20+0.4% | Added |
| Vista Capital Partners, Inc. | 5,613 | $930.4K | 0.08% | −1,501−21.1% | Reduced |
| Sym Financial Corp | 5,614 | $930.6K | 0.07% | +1,436+34.4% | Added |
| Howard Financial Services, Ltd. | 5,626 | $932.6K | 0.09% | +461+8.9% | Added |
| Planned Solutions, Inc. | 5,635 | $934.0K | 0.27% | +2,197+63.9% | Added |
| Aspire Capital Advisors LLC | 5,652 | $936.9K | 0.18% | +315+5.9% | Added |
| Wealth Architects, LLC | 5,674 | $940.7K | 0.07% | −70−1.2% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 5,692 | $943.5K | 0.09% | −112−1.9% | Reduced |
| Mogy Joel R Investment Counsel Inc | 5,693 | $943.7K | 0.05% | 00.0% | Unchanged |
| Barlow Wealth Partners, Inc. | 5,363 | $943.7K | 0.10% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 5,699 | $944.7K | 0.06% | +560+10.9% | Added |
| Castleview Partners, LLC | 5,699 | $944.7K | 0.42% | +1,039+22.3% | Added |
| Winthrop Capital Management, LLC | 5,707 | $946.0K | 0.23% | +34+0.6% | Added |
| MEMBERS Trust Co | 5,710 | $946.5K | 0.03% | +232+4.2% | Added |
| Coco Enterprises, LLC | 5,700 | $947.0K | 0.48% | −25−0.4% | Reduced |
| Verum Partners LLC | 5,723 | $948.6K | 0.14% | +1,692+42.0% | Added |
| Cornerstone Advisory, LLC | 5,725 | $948.9K | 0.08% | +100+1.8% | Added |
| Probity Advisors, Inc. | 5,732 | $950.1K | 0.14% | +22+0.4% | Added |