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; 4,142 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
- 4,142
- −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
- 1,736 more reduced
56 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 | 4,142 | $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 |
|---|---|---|---|---|---|
| Proffitt & Goodson Inc | 817 | $135.4K | 0.02% | 00.0% | Unchanged |
| Silicon Valley Capital Partners | 825 | $136.7K | 0.01% | −371−31.0% | Reduced |
| Gill Capital Partners, LLC | 832 | $137.9K | 0.04% | +96+13.0% | Added |
| Cascades Capital Asset Management, LLC | 847 | $140.4K | 0.05% | −184−17.8% | Reduced |
| MJT & Associates Financial Advisory Group, Inc. | 868 | $143.9K | 0.10% | −4−0.5% | Reduced |
| Dorato Capital Management | 821 | $144.8K | 0.10% | +67+8.9% | Added |
| Montgomery Financial Services LLC | 884 | $146.6K | 0.13% | +884 | New |
| West Financial Advisors, LLC | 886 | $146.9K | 0.02% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 894 | $148.3K | 0.02% | +8+0.9% | Added |
| Addison Advisors LLC | 900 | $149.1K | 0.07% | −4,280−82.6% | Reduced |
| Frazier Financial Advisors, LLC | 900 | $149.2K | 0.08% | −5−0.6% | Reduced |
| Axiom Investment Management LLC | 908 | $150.5K | 0.10% | 00.0% | Unchanged |
| REAP Financial Group, LLC | 916 | $151.9K | 0.03% | −4−0.4% | Reduced |
| Twin Tree Management, LP | 941 | $156.0K | 0.02% | −837−47.1% | Reduced |
| WealthCollab, LLC | 959 | $159.0K | 0.06% | 00.0% | Unchanged |
| Proathlete Wealth Management LLC | 978 | $162.3K | 0.04% | 00.0% | Unchanged |
| Tounjian Advisory Partners, LLC | 985 | $163.3K | 0.07% | −6,997−87.7% | Reduced |
| Horizon Financial Services, LLC | 987 | $163.6K | 0.06% | +147+17.5% | Added |
| Private Wealth Management Group, LLC | 987 | $163.6K | 0.04% | +363+58.2% | Added |
| Westchester Capital Management, Inc. | 1,005 | $166.6K | 0.03% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 1,007 | $166.9K | 0.02% | 00.0% | Unchanged |
| Westfuller Advisors, LLC | 1,014 | $168.2K | 0.06% | +246+32.0% | Added |
| Lloyd Advisory Services, LLC. | 1,015 | $168.3K | 0.07% | −2,365−70.0% | Reduced |
| Rocky Mountain Advisers, LLC | 1,027 | $170.2K | 0.04% | 00.0% | Unchanged |
| Mitsubishi UFJ Morgan Stanley Securities Co., Ltd. | 1,027 | $170.2K | 0.52% | +125+13.9% | Added |
| Aspect Partners, LLC | 1,040 | $172.4K | 0.06% | 00.0% | Unchanged |
| Bernard Wealth Management Corp. | 1,040 | $172.4K | 0.06% | 00.0% | Unchanged |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | 1,054 | $174.7K | 0.06% | −1,016−49.1% | Reduced |
| DHJJ Financial Advisors, Ltd. | 1,068 | $177.0K | 0.05% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 1,088 | $180.3K | 0.15% | −1−0.1% | Reduced |
| Planning Strategies Inc. | 1,097 | $181.8K | 0.11% | +1,097 | New |
| Tripletail Wealth Management, LLC | 1,075 | $181.9K | 0.21% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 987 | $190.4K | 0.02% | −64−6.1% | Reduced |
| True Wealth Design, LLC | 1,150 | $190.6K | 0.05% | +724+170.0% | Added |
| Kerr Financial Planning Corp | 1,152 | $190.9K | 0.21% | −41−3.4% | Reduced |
| Atlas Capital Advisors LLC | 1,176 | $194.9K | 0.02% | −722−38.0% | Reduced |
| Ogorek Anthony Joseph | 1,196 | $198.0K | 0.05% | +326+37.5% | Added |
| Heartland Advisors Inc | 1,200 | $198.9K | 0.01% | 00.0% | Unchanged |
| Everest Management Corp. | 1,207 | $200.1K | 0.07% | +1,207 | New |
| tru Independence LLC | 1,207 | $200.1K | 0.09% | −4−0.3% | Reduced |
| Synergy Investment Management, LLC | 1,067 | $200.2K | 0.05% | +810+315.2% | Added |
| BridgePort Financial Solutions, LLC | 1,210 | $200.6K | 0.05% | −271−18.3% | Reduced |
| EntryPoint Capital, LLC | 1,211 | $200.7K | 0.05% | −2,570−68.0% | Reduced |
| Abound Wealth Management | 1,211 | $200.8K | 0.04% | −97−7.4% | Reduced |
| Avalon Trust Co | 1,218 | $201.9K | 0.01% | −67−5.2% | Reduced |
| Rhodes Investment Advisors Inc | 1,218 | $201.9K | 0.15% | 00.0% | Unchanged |
| Livet Wealth, LLC | 1,219 | $202.1K | 0.12% | +93+8.3% | Added |
| Diversified Investment Strategies, LLC | 1,222 | $202.6K | 0.13% | 00.0% | Unchanged |
| Tradewinds Capital Management, LLC | 1,222 | $202.6K | 0.04% | +1+0.1% | Added |
| Cherrydale Wealth Management, LLC | 1,224 | $202.9K | 0.05% | −1−0.1% | Reduced |
| Orcam Financial Group | 1,224 | $202.9K | 0.10% | +1,224 | New |
| Consolidated Planning Corp | 1,225 | $203.0K | 0.03% | −65−5.0% | Reduced |
| Financial Plan, Inc. | 1,228 | $203.6K | 0.02% | +221+21.9% | Added |
| Master's Wealth Management Inc. | 1,228 | $203.6K | 0.06% | +53+4.5% | Added |
| Keeler Thomas Management LLC | 1,228 | $203.6K | 0.07% | +30+2.5% | Added |
| Prospect Financial Services LLC | 1,231 | $204.0K | 0.10% | −29−2.3% | Reduced |
| Buska Wealth Management, LLC | 1,231 | $204.0K | 0.07% | +97+8.6% | Added |
| Blue Zone Wealth Advisors, LLC | 1,232 | $204.2K | 0.04% | −15−1.2% | Reduced |
| Vantage Point Financial LLC | 1,234 | $204.6K | 0.06% | +77+6.7% | Added |
| Great Waters Wealth Management | 1,236 | $204.9K | 0.02% | +14+1.1% | Added |
| American Financial Advisors, LLC | 1,238 | $205.2K | 0.02% | +5+0.4% | Added |
| Neo Ivy Capital Management | 1,239 | $205.4K | 0.05% | +1,239 | New |
| PVG Asset Management Corp | 1,240 | $205.5K | 0.12% | 00.0% | Unchanged |
| Tilia Fiduciary Partners, Inc. | 1,242 | $205.9K | 0.10% | +2+0.2% | Added |
| Retirement Guys Formula LLC | 1,244 | $206.2K | 0.08% | −77−5.8% | Reduced |
| Fischer Financial Services, Inc. | 1,245 | $206.3K | 0.05% | −6−0.5% | Reduced |
| GLR Partners, LLC | 1,247 | $206.7K | 0.10% | −101−7.5% | Reduced |
| Optivise Advisory Services LLC | 1,248 | $206.9K | 0.11% | −46−3.6% | Reduced |
| Check Capital Management Inc | 1,250 | $207.2K | 0.01% | −100−7.4% | Reduced |
| Emergent Wealth Advisors, LLC | 1,256 | $207.6K | 0.11% | −95−7.0% | Reduced |
| First Citizens Financial Corp | 1,256 | $208.2K | 0.09% | 00.0% | Unchanged |
| Goldstein Advisors, LLC | 1,256 | $208.2K | 0.02% | +243+24.0% | Added |
| Scarborough Advisors, LLC | 1,112 | $208.5K | 0.02% | +10+0.9% | Added |
| truNorth Financial Services, Inc. | 1,260 | $208.8K | 0.19% | +156+14.1% | Added |
| Resolute Wealth Strategies, LLC | 1,261 | $209.0K | 0.08% | +239+23.4% | Added |
| VSM Wealth Advisory, LLC | 1,263 | $209.3K | 0.06% | +3+0.2% | Added |
| Cypress Capital Advisors, LLC | 1,263 | $209.4K | 0.09% | +2+0.2% | Added |
| Ehrlich Financial Group | 1,263 | $209.4K | 0.11% | +10+0.8% | Added |
| Northstar Group, Inc. | 1,264 | $209.6K | 0.03% | −4−0.3% | Reduced |
| Waterway Wealth Management, LLC | 1,268 | $210.1K | 0.04% | −357−22.0% | Reduced |
| BlueStem Wealth Partners, LLC | 1,268 | $210.2K | 0.02% | +34+2.8% | Added |
| GGM Financials LLC | 1,269 | $210.4K | 0.08% | −415−24.6% | Reduced |
| Jacksonville Wealth Management, LLC | 1,272 | $210.9K | 0.12% | +2+0.2% | Added |
| Migdal Insurance & Financial Holdings Ltd. | 1,275 | $211.3K | 0.00% | +166+15.0% | Added |
| AMG Asset Management Group, Inc. | 1,275 | $211.4K | 0.13% | −17−1.3% | Reduced |
| Comprehensive Financial Planning, Inc. | 1,278 | $211.9K | 0.11% | +7+0.6% | Added |
| First Fiduciary Investment Counsel, Inc. | 1,278 | $212.0K | 0.04% | +1,278 | New |
| First Dallas Securities Inc. | 1,279 | $212.0K | 0.07% | 00.0% | Unchanged |
| Payne Capital LLC | 1,279 | $212.0K | 0.18% | 00.0% | Unchanged |
| Sentinel Pension Advisors Inc | 1,132 | $212.1K | 0.03% | +90+8.6% | Added |
| Lifetime Wealth Management P.C. | 1,280 | $212.2K | 0.12% | −85−6.2% | Reduced |
| Sovereign Investment Advisors, LLC | 1,281 | $212.3K | 0.04% | 00.0% | Unchanged |
| Ironwood Financial, llc | 1,167 | $212.7K | 0.03% | +96+9.0% | Added |
| Grange Capital, LLC | 1,284 | $212.8K | 0.20% | +181+16.4% | Added |
| Meridian Wealth Partners, LLC | 1,285 | $213.1K | 0.03% | −48−3.6% | Reduced |
| Lexington Hill Partners, LLC | 1,289 | $213.7K | 0.10% | +1,289 | New |
| Stephenson & Company, Inc. | 1,290 | $213.8K | 0.10% | 00.0% | Unchanged |
| Annandale Capital, LLC | 1,289 | $214.0K | 0.03% | −75−5.5% | Reduced |
| Cannon Advisors, Inc. | 1,178 | $214.1K | 0.13% | −1,514−56.2% | Reduced |
| Alta Wealth Advisors LLC | 1,293 | $214.3K | 0.06% | −65−4.8% | Reduced |