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 |
|---|---|---|---|---|---|
| Allied Private Wealth LLC | 1,872 | $329.5K | 0.21% | +1,872 | New |
| Hofer & Associates. Inc | 1,989 | $329.6K | 0.16% | −10−0.5% | Reduced |
| Brown Wealth Management, LLC | 1,989 | $329.8K | 0.07% | +81+4.2% | Added |
| Polymer Capital Management (US) LLC | 1,991 | $330.0K | 0.05% | −1,302−39.5% | Reduced |
| Mma Asset Management LLC | 1,994 | $330.5K | 0.11% | +36+1.8% | Added |
| Goldenstone Wealth Management LLC | 1,994 | $330.6K | 0.22% | +190+10.5% | Added |
| Austin Wealth Management, LLC | 1,765 | $330.7K | 0.07% | +211+13.6% | Added |
| Endowment Wealth Management, Inc. | 1,996 | $330.9K | 0.13% | −68−3.3% | Reduced |
| Blalock Williams, LLC | 1,997 | $331.0K | 0.21% | +33+1.7% | Added |
| Aristotle Atlantic Partners, LLC | 2,000 | $331.5K | 0.01% | 00.0% | Unchanged |
| Slow Capital, Inc. | 2,000 | $331.5K | 0.04% | 00.0% | Unchanged |
| Pacific Excel Wealth Advisors, Inc. | 2,001 | $331.7K | 0.13% | −11,406−85.1% | Reduced |
| Heritage Family Offices, LLP | 2,001 | $331.8K | 0.13% | −454−18.5% | Reduced |
| Lakeside Advisors, INC. | 2,004 | $332.2K | 0.21% | +10.0% | Added |
| Legacy Wealth Advisors, LLC | 2,008 | $332.8K | 0.14% | +10+0.5% | Added |
| Capital Management Associates, Inc | 2,008 | $332.9K | 0.07% | −196−8.9% | Reduced |
| WPG Advisers, LLC | 2,015 | $334.0K | 0.20% | +399+24.7% | Added |
| Custom Index Systems, LLC | 2,018 | $334.5K | 0.12% | −83−4.0% | Reduced |
| Spurstone Advisory Services, LLC | 2,020 | $334.7K | 4.57% | 00.0% | Unchanged |
| Chung Wu Investment Group, LLC | 2,020 | $334.8K | 0.22% | −3,600−64.1% | Reduced |
| White Knight Strategic Wealth Advisors, LLC | 2,020 | $334.8K | 0.23% | +425+26.6% | Added |
| Investment Advisory Group, LLC | 2,021 | $335.0K | 0.07% | −14−0.7% | Reduced |
| CGC Financial Services, LLC | 2,023 | $335.3K | 0.08% | −39−1.9% | Reduced |
| Lee-Kelleher Wealth Management | 2,033 | $337.0K | 0.18% | +28+1.4% | Added |
| Kerntke Otto McGlone Wealth Management Group | 2,035 | $337.3K | 0.20% | +2+0.1% | Added |
| Synergy Financial Group, LTD | 2,037 | $337.7K | 0.24% | −1,127−35.6% | Reduced |
| Gentry Private Wealth, LLC | 2,038 | $337.8K | 0.17% | −43−2.1% | Reduced |
| Dale Q Rice Investment Management Ltd | 2,038 | $337.8K | 0.18% | 00.0% | Unchanged |
| Compass Capital Corp | 1,721 | $338.0K | 0.11% | −3,031−63.8% | Reduced |
| S Harris Financial Group, LLC | 2,040 | $338.1K | 0.26% | +23+1.1% | Added |
| Boomfish Wealth Group, LLC | 2,045 | $339.0K | 0.15% | +63+3.2% | Added |
| Sterling Investment Counsel, LLC | 2,046 | $339.1K | 0.08% | −1,475−41.9% | Reduced |
| Lincoln Capital LLC | 2,049 | $339.7K | 0.06% | −734−26.4% | Reduced |
| Advisory Advocates, LLC | 2,051 | $340.0K | 0.29% | +623+43.6% | Added |
| Birinyi Associates Inc | 2,050 | $340.0K | 0.08% | −1,250−37.9% | Reduced |
| BigSur Wealth Management LLC | 2,053 | $340.3K | 0.08% | −1,897−48.0% | Reduced |
| Adams Wealth Management | 2,054 | $340.5K | 0.07% | +380+22.7% | Added |
| Miller Wealth Advisors, LLC | 2,056 | $340.7K | 0.14% | +126+6.5% | Added |
| Zinnia Wealth Advisory, LLC | 2,056 | $340.8K | 0.35% | +607+41.9% | Added |
| DecisionMap Wealth Management, LLC | 2,058 | $341.1K | 0.19% | +63+3.2% | Added |
| J. L. Bainbridge & Co., Inc. | 2,060 | $341.5K | 0.03% | −140−6.4% | Reduced |
| Peak Retirement Planning, Inc. | 2,062 | $341.8K | 0.05% | +583+39.4% | Added |
| MOKAN Wealth Management Inc. | 2,064 | $342.0K | 0.13% | +21+1.0% | Added |
| Campbell Deegan Wealth Management, LLC | 2,066 | $342.4K | 0.24% | −654−24.0% | Reduced |
| Smith Thornton Advisors LLC | 1,881 | $342.8K | 0.15% | −280−13.0% | Reduced |
| Landscape Capital Management, L.L.C. | 2,068 | $342.8K | 0.02% | −548−20.9% | Reduced |
| Trust Co of Kansas | 2,072 | $343.0K | 0.18% | +50+2.5% | Added |
| Legacy Financial Group, Inc. | 2,071 | $343.2K | 0.08% | +5+0.2% | Added |
| Walkner Condon Financial Advisors LLC | 2,074 | $343.8K | 0.04% | −108−4.9% | Reduced |
| Cahaba Wealth Management, Inc. | 2,075 | $344.0K | 0.02% | −249−10.7% | Reduced |
| James J. Burns & Company, LLC | 2,078 | $344.5K | 0.04% | −50−2.3% | Reduced |
| SK Wealth Management, LLC | 1,771 | $345.3K | 0.08% | +16+0.9% | Added |
| 5T Wealth, LLC | 2,084 | $345.4K | 0.13% | +101+5.1% | Added |
| Dunhill Financial, LLC | 2,085 | $345.7K | 0.07% | +91+4.6% | Added |
| Community Bank of Raymore | 2,087 | $345.9K | 0.20% | 00.0% | Unchanged |
| Betterment LLC | 2,085 | $346.0K | 0.00% | −76−3.5% | Reduced |
| Coyle Financial Counsel LLC | 2,092 | $346.8K | 0.06% | +225+12.1% | Added |
| Winter & Associates, Inc. | 2,093 | $347.0K | 0.26% | −2−0.1% | Reduced |
| Capital Advisors, Ltd. LLC | 2,093 | $347.0K | 0.04% | +51+2.5% | Added |
| Idaho Trust Bank | 2,100 | $348.1K | 0.10% | +867+70.3% | Added |
| KWB Wealth | 2,106 | $349.1K | 0.03% | +100+5.0% | Added |
| Coastal Investment Advisors, Inc. | 2,108 | $349.4K | 0.11% | −6,337−75.0% | Reduced |
| Accuvest Global Advisors | 2,112 | $350.0K | 0.30% | +471+28.7% | Added |
| Peirce Capital Management, LLC | 2,115 | $350.6K | 0.13% | +8+0.4% | Added |
| Cascade Financial Partners, LLC | 2,115 | $350.6K | 0.03% | −530−20.0% | Reduced |
| Charter Capital Management, LLC | 2,118 | $351.1K | 0.16% | +74+3.6% | Added |
| MQS Management LLC | 2,128 | $352.7K | 0.43% | −2,923−57.9% | Reduced |
| Harbor Group, Inc. | 2,133 | $353.6K | 0.04% | +10+0.5% | Added |
| Tortoise Investment Management, LLC | 2,134 | $353.8K | 0.03% | +74+3.6% | Added |
| Kendall Capital Management | 2,135 | $353.9K | 0.06% | 00.0% | Unchanged |
| Paces Ferry Wealth Advisors, LLC | 2,138 | $354.3K | 0.13% | +3+0.1% | Added |
| Aletheian Wealth Advisors LLC | 2,138 | $354.4K | 0.15% | +123+6.1% | Added |
| Prevail Innovative Wealth Advisors, LLC | 2,138 | $354.5K | 0.05% | −11,321−84.1% | Reduced |
| Consolidated Capital Management, LLC | 2,141 | $354.9K | 0.09% | 00.0% | Unchanged |
| Flagship Capital Management Inc. | 2,142 | $355.1K | 0.22% | 00.0% | Unchanged |
| Mizuho Markets Americas LLC | 2,147 | $355.9K | 0.01% | +1,813+542.8% | Added |
| Wharton Business Group, LLC | 2,149 | $356.2K | 0.01% | −70−3.2% | Reduced |
| Red Mountain Financial, LLC | 2,151 | $356.5K | 0.30% | +4+0.2% | Added |
| Capital Wealth Alliance, LLC | 2,155 | $357.2K | 0.17% | +2+0.1% | Added |
| Prospect Financial Group LLC | 2,156 | $357.4K | 0.29% | +30+1.4% | Added |
| John Boyer, Inc. | 2,159 | $357.5K | 0.31% | +21+1.0% | Added |
| Capasso Planning Partners LLC | 2,157 | $357.5K | 0.18% | 00.0% | Unchanged |
| Arbor Investment Advisors, LLC | 2,157 | $357.6K | 0.04% | +2+0.1% | Added |
| Loomis Sayles & Co L P | 2,158 | $357.6K | 0.00% | +41+1.9% | Added |
| Regatta Research & Money Management | 2,160 | $357.8K | 0.34% | +2,160 | New |
| Royal Capital Wealth Management, LLC | 2,159 | $357.9K | 0.20% | −45−2.0% | Reduced |
| Birchbrook, Inc. | 2,160 | $358.0K | 0.17% | −899−29.4% | Reduced |
| TruNorth Capital Management, LLC | 2,161 | $358.2K | 0.06% | +9+0.4% | Added |
| URS Advisory LLC | 2,162 | $358.4K | 0.20% | +85+4.1% | Added |
| Parkway Wealth Management Group, LLC | 2,166 | $359.0K | 0.04% | −282−11.5% | Reduced |
| Claris Advisors, LLC | 2,167 | $359.2K | 0.09% | 00.0% | Unchanged |
| Financial Security Advisor, Inc. | 2,168 | $359.4K | 0.06% | −763−26.0% | Reduced |
| Mountain Pacific Investment Advisers Inc | 2,170 | $359.7K | 0.06% | 00.0% | Unchanged |
| Roman Butler Fullerton & Co | 1,975 | $359.9K | 0.09% | +5+0.3% | Added |
| Eddie Patel Inc | 2,172 | $360.0K | 0.22% | +2,172 | New |
| BTC Capital Management, Inc. | 2,174 | $360.4K | 0.02% | −741−25.4% | Reduced |
| Chesapeake Capital Corp | 2,176 | $360.7K | 0.20% | +496+29.5% | Added |
| Diker Management LLC | 2,176 | $361.0K | 0.28% | 00.0% | Unchanged |
| Ballast, Inc. | 2,185 | $362.2K | 0.07% | 00.0% | Unchanged |
| Purpose Unlimited Inc. | 2,182 | $362.8K | 0.01% | −28,367−92.9% | Reduced |