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
Q3 2026 data is still coming in: 23 institutions have reported holding CVX so far. See Q3 2026
- Institutional holders
- 4,143
- −113 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
- 165
- 1,815 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 |
|---|---|---|---|---|---|
| Exchange Bank | 22,089 | $3.66M | 2.28% | −392−1.7% | Reduced |
| Transcend Wealth Collective, LLC | 22,119 | $3.67M | 0.25% | +4,337+24.4% | Added |
| Insigneo Advisory Services, LLC | 22,193 | $3.68M | 0.14% | +631+2.9% | Added |
| Second Line Capital, LLC | 22,207 | $3.68M | 0.69% | −1,406−6.0% | Reduced |
| Ninety One North America, Inc. | 22,358 | $3.71M | 0.17% | +22,358 | New |
| Plan Group Financial, LLC | 22,457 | $3.72M | 0.77% | −1,698−7.0% | Reduced |
| 44 Wealth Management LLC | 22,540 | $3.74M | 1.24% | +3,080+15.8% | Added |
| Cliftonlarsonallen Wealth Advisors, LLC | 22,598 | $3.75M | 0.05% | +8,759+63.3% | Added |
| Dorsey & Whitney Trust CO LLC | 22,608 | $3.75M | 0.18% | −86−0.4% | Reduced |
| Albion Financial Group | 22,608 | $3.75M | 0.22% | +911+4.2% | Added |
| Shoker Investment Counsel, Inc. | 22,671 | $3.76M | 0.94% | +1,262+5.9% | Added |
| Delaney Dennis R | 22,682 | $3.76M | 1.20% | −2,900−11.3% | Reduced |
| Wedmont Private Capital | 21,343 | $3.76M | 0.10% | +248+1.2% | Added |
| Whitener Capital Management, Inc. | 22,755 | $3.77M | 0.80% | −857−3.6% | Reduced |
| Krilogy Financial LLC | 22,765 | $3.77M | 0.11% | +6,732+42.0% | Added |
| Pullen Investment Management, LLC | 22,792 | $3.78M | 1.75% | −2,763−10.8% | Reduced |
| Paradigm Asset Management Co LLC | 22,828 | $3.78M | 0.81% | +11,900+108.9% | Added |
| Boltwood Capital Management | 22,860 | $3.79M | 0.87% | +95+0.4% | Added |
| VeraBank, N.A. | 22,973 | $3.81M | 0.63% | −240−1.0% | Reduced |
| Allen Wealth Management, LLC | 22,981 | $3.81M | 1.85% | −3,628−13.6% | Reduced |
| Oakworth Capital, Inc. | 23,040 | $3.82M | 0.18% | +413+1.8% | Added |
| LOM Asset Management Ltd | 23,041 | $3.82M | 0.99% | +327+1.4% | Added |
| Carrera Capital Advisors | 23,044 | $3.82M | 0.57% | +334+1.5% | Added |
| Titleist Asset Management, LLC | 23,052 | $3.82M | 0.26% | −59−0.3% | Reduced |
| Kavar Capital Partners Group, LLC | 23,062 | $3.82M | 0.47% | +99+0.4% | Added |
| KLCM Advisors, Inc. | 23,078 | $3.83M | 0.31% | +9,803+73.8% | Added |
| Sage Investment Advisers LLC | 23,089 | $3.83M | 2.57% | −1,151−4.7% | Reduced |
| Lyell Wealth Management, LP | 23,112 | $3.83M | 0.24% | −1,846−7.4% | Reduced |
| Syon Capital LLC | 23,166 | $3.84M | 0.17% | +3,237+16.2% | Added |
| Farmers & Merchants Trust Co of Chambersburg PA | 23,175 | $3.84M | 0.97% | −106−0.5% | Reduced |
| Hunter Associates Investment Management LLC | 23,182 | $3.85M | 0.44% | +180+0.8% | Added |
| Weatherly Asset Management L. P. | 23,250 | $3.85M | 0.27% | −125−0.5% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 23,269 | $3.86M | 0.23% | +2,971+14.6% | Added |
| Benin Management CORP | 23,350 | $3.87M | 0.78% | +91+0.4% | Added |
| Hills Bank & Trust Co | 23,359 | $3.87M | 0.16% | +32+0.1% | Added |
| Fiduciary Alliance LLC | 23,419 | $3.88M | 0.26% | −53,298−69.5% | Reduced |
| West Branch Capital LLC | 23,424 | $3.88M | 0.90% | +163+0.7% | Added |
| First Command Advisory Services, Inc. | 23,444 | $3.89M | 0.02% | −321−1.4% | Reduced |
| Stanley-Laman Group, Ltd. | 23,466 | $3.89M | 0.40% | −454−1.9% | Reduced |
| PYA Waltman Capital, LLC | 23,470 | $3.89M | 0.93% | +5,801+32.8% | Added |
| Garrett Investment Advisors LLC | 23,497 | $3.89M | 0.28% | −1,276−5.2% | Reduced |
| Elefante Mark B | 23,524 | $3.90M | 1.68% | +3,352+16.6% | Added |
| Nwam LLC | 23,553 | $3.90M | 0.20% | +3,356+16.6% | Added |
| Heritage Wealth Management, Inc. | 23,561 | $3.91M | 0.97% | +23,561 | New |
| Apella Capital, LLC | 22,527 | $3.92M | 0.06% | +233+1.0% | Added |
| Holderness Investments Co | 23,656 | $3.92M | 0.65% | −134−0.6% | Reduced |
| Mystic Asset Management, Inc. | 23,673 | $3.92M | 0.84% | −169−0.7% | Reduced |
| Lineweaver Wealth Advisors, LLC | 23,676 | $3.92M | 0.47% | +1,358+6.1% | Added |
| Synergy Financial Management, LLC | 23,727 | $3.93M | 0.37% | +23,727 | New |
| WD Rutherford LLC | 23,802 | $3.95M | 1.43% | −299−1.2% | Reduced |
| NVWM, LLC | 23,867 | $3.96M | 0.80% | +113+0.5% | Added |
| Aurdan Capital Management, LLC | 23,928 | $3.97M | 1.01% | −916−3.7% | Reduced |
| AssuredPartners Investment Advisors, LLC | 23,929 | $3.97M | 0.38% | +565+2.4% | Added |
| Nikko Asset Management Americas, Inc. | 23,935 | $3.97M | 0.05% | +3,063+14.7% | Added |
| Peoples Bank | 23,937 | $3.97M | 2.04% | +294+1.2% | Added |
| Umpqua Bank | 23,964 | $3.97M | 0.89% | +1,105+4.8% | Added |
| North Star Investment Management Corp. | 23,990 | $3.98M | 0.22% | +441+1.9% | Added |
| NovaPoint Capital, LLC | 24,003 | $3.98M | 0.83% | +326+1.4% | Added |
| Norden Group LLC | 24,019 | $3.98M | 0.33% | +1,689+7.6% | Added |
| King Wealth | 24,055 | $3.99M | 0.44% | +1,254+5.5% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 24,085 | $3.99M | 0.10% | +390+1.6% | Added |
| Buffalo Business & Estate Services Ltd | – | $3.99M | 0.50% | – | – |
| Atlas Brown,Inc. | 24,103 | $4.00M | 1.07% | −16−0.1% | Reduced |
| Diligent Investors, LLC | 24,128 | $4.00M | 0.89% | −1,798−6.9% | Reduced |
| Journey Advisory Group, LLC | 24,149 | $4.00M | 0.31% | −202−0.8% | Reduced |
| Aull & Monroe Investment Management Corp | 24,193 | $4.01M | 1.68% | −44−0.2% | Reduced |
| SeaCrest Wealth Management, LLC | 24,259 | $4.02M | 0.45% | −3,616−13.0% | Reduced |
| Cornerstone Select Advisors, LLC | 24,286 | $4.03M | 1.69% | +4,386+22.0% | Added |
| Personal Cfo Solutions, LLC | 24,314 | $4.03M | 0.58% | +52+0.2% | Added |
| SageGuard Financial Group, LLC | 24,390 | $4.04M | 0.57% | −1,550−6.0% | Reduced |
| McDonald Partners LLC | 24,395 | $4.04M | 0.98% | +3,357+16.0% | Added |
| Wealth Enhancement Trust Services, Inc. | 24,495 | $4.06M | 0.45% | +1,260+5.4% | Added |
| Paradigm Financial Partners, LLC | 24,500 | $4.06M | 0.37% | +12,982+112.7% | Added |
| Capital Investment Advisory Services, LLC | 24,542 | $4.07M | 0.25% | −1,374−5.3% | Reduced |
| OpenArc Corporate Advisory, LLC | 24,568 | $4.07M | 0.05% | −239−1.0% | Reduced |
| NBC Securities, Inc. | 24,658 | $4.09M | 0.28% | +318+1.3% | Added |
| Vertrix Wealth Management, LLC | 24,697 | $4.09M | 1.38% | +633+2.6% | Added |
| Fulton Breakefield Broenniman LLC | 24,721 | $4.10M | 0.24% | −942−3.7% | Reduced |
| Wasatch Advisors Inc | 24,736 | $4.10M | 0.03% | −37−0.1% | Reduced |
| Reuter James Wealth Management, LLC | 24,788 | $4.11M | 0.54% | −1,432−5.5% | Reduced |
| Gilliland Jeter Wealth Management LLC | 24,803 | $4.11M | 1.08% | +10.0% | Added |
| Investmark Advisory Group LLC | 24,867 | $4.12M | 1.57% | +275+1.1% | Added |
| Baugh & Associates, LLC | 24,949 | $4.14M | 1.83% | −2,260−8.3% | Reduced |
| WCG Wealth Advisors LLC | 24,964 | $4.14M | 0.10% | +53+0.2% | Added |
| Van Hulzen Asset Management, LLC | 25,033 | $4.15M | 0.30% | −53−0.2% | Reduced |
| Johnson Financial Group, Inc. | 25,103 | $4.16M | 0.14% | +192+0.8% | Added |
| R.H. Dinel Investment Counsel, Inc. | 25,191 | $4.18M | 3.21% | 00.0% | Unchanged |
| Covington Investment Advisors Inc. | 25,241 | $4.18M | 0.54% | +70+0.3% | Added |
| Turas Capital Management LP | 25,300 | $4.19M | 1.93% | −68,200−72.9% | Reduced |
| James Hambro & Partners | 25,300 | $4.19M | 0.15% | 00.0% | Unchanged |
| Intrua Financial, LLC | 25,322 | $4.20M | 0.40% | −1,981−7.3% | Reduced |
| Spinnaker Trust | 25,384 | $4.21M | 0.20% | −4,993−16.4% | Reduced |
| McKinley Carter Wealth Services, Inc. | 25,456 | $4.22M | 0.22% | +925+3.8% | Added |
| Fortitude Family Office, LLC | 25,522 | $4.23M | 0.82% | −29−0.1% | Reduced |
| Portfolio Design Labs, LLC | 25,523 | $4.23M | 0.69% | +1,440+6.0% | Added |
| Portside Wealth Group, LLC | 25,540 | $4.23M | 0.49% | +596+2.4% | Added |
| Brick & Kyle, Associates | 20,467 | $4.23M | 1.40% | 00.0% | Unchanged |
| Joseph Group Capital Management | 25,572 | $4.24M | 0.89% | +464+1.8% | Added |
| Storgate, LLC | 25,573 | $4.24M | 0.88% | +15,847+162.9% | Added |
| Auxier Asset Management | 25,613 | $4.25M | 0.57% | −250−1.0% | Reduced |