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 |
|---|---|---|---|---|---|
| Brooks, Moore & Associates, Inc. | 31,214 | $5.17M | 2.32% | +1,900+6.5% | Added |
| Mattson Financial Services, LLC | 28,131 | $5.17M | 1.08% | +732+2.7% | Added |
| Knollwood Investment Advisory, LLC | 31,142 | $5.16M | 0.46% | 00.0% | Unchanged |
| Sepio Capital, LP | 31,135 | $5.16M | 0.26% | −3,758−10.8% | Reduced |
| Greenline Partners, LLC | 31,086 | $5.15M | 0.52% | 00.0% | Unchanged |
| TCW Group Inc | 31,081 | $5.15M | 0.03% | +544+1.8% | Added |
| Naples Global Advisors, LLC | 30,987 | $5.14M | 0.32% | −76−0.2% | Reduced |
| Modera Wealth Management, LLC | 30,986 | $5.14M | 0.05% | −1,226−3.8% | Reduced |
| Wealthcare Advisory Partners LLC | 30,920 | $5.13M | 0.10% | −4,188−11.9% | Reduced |
| Abundance Wealth Counselors | 30,903 | $5.12M | 0.33% | +14,653+90.2% | Added |
| SummitTX Capital, L.P. | 30,837 | $5.11M | 0.13% | +30,837 | New |
| Dupree Financial Group, LLC | 30,801 | $5.11M | 1.91% | −22,160−41.8% | Reduced |
| Lawson Kroeker Investment Management Inc | 30,799 | $5.11M | 1.42% | −375−1.2% | Reduced |
| Generali Investments, Management Co LLC | 30,744 | $5.10M | 1.11% | −5,734−15.7% | Reduced |
| Buckhead Capital Management LLC | 30,738 | $5.10M | 1.75% | −173−0.6% | Reduced |
| Arlington Financial Advisors, LLC | 30,725 | $5.09M | 0.65% | −344−1.1% | Reduced |
| SBI Securities Co., Ltd. | 30,724 | $5.09M | 0.12% | −6,085−16.5% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 30,707 | $5.09M | 1.54% | −104−0.3% | Reduced |
| Harbour Capital Advisors, LLC | 28,855 | $5.09M | 0.93% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 30,694 | $5.09M | 0.27% | −6,545−17.6% | Reduced |
| Eagle Global Advisors LLC | 30,682 | $5.09M | 0.17% | −59,024−65.8% | Reduced |
| Perfromance Wealth Partners, LLC | 30,641 | $5.08M | 0.13% | +3,328+12.2% | Added |
| Pathway Financial Advisers, LLC | 30,588 | $5.07M | 1.28% | +271+0.9% | Added |
| Scotia Capital Inc. | 30,580 | $5.07M | 0.02% | −13,537−30.7% | Reduced |
| Reik & Co., LLC | 30,530 | $5.06M | 1.32% | 00.0% | Unchanged |
| MTM Investment Management, LLC | 30,445 | $5.05M | 1.44% | −57−0.2% | Reduced |
| Centric Wealth Management | 26,240 | $5.05M | 0.79% | 00.0% | Unchanged |
| Private Management Group Inc | 30,383 | $5.04M | 0.13% | +225+0.7% | Added |
| Integrity Alliance, LLC. | 30,329 | $5.03M | 0.16% | −566−1.8% | Reduced |
| Wealth Advisors of Tampa Bay, LLC | 30,319 | $5.03M | 1.54% | +1,511+5.2% | Added |
| Richards, Merrill & Peterson, Inc. | 30,249 | $5.01M | 1.59% | −63−0.2% | Reduced |
| Kinloch Capital, LLC | 30,243 | $5.01M | 1.83% | +807+2.7% | Added |
| RKL Wealth Management LLC | 30,223 | $5.01M | 0.40% | +294+1.0% | Added |
| Jericho Financial, LLP | 30,203 | $5.01M | 2.59% | +6,160+25.6% | Added |
| Montecito Bank & Trust | 30,046 | $4.98M | 0.75% | −878−2.8% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 30,029 | $4.98M | 0.65% | +1,180+4.1% | Added |
| LS Investment Advisors, LLC | 30,020 | $4.98M | 0.67% | −406−1.3% | Reduced |
| S&CO Inc | 30,024 | $4.98M | 0.29% | 00.0% | Unchanged |
| Flagship Harbor Advisors, LLC | 29,987 | $4.97M | 0.19% | +388+1.3% | Added |
| Baker Avenue Asset Management, LP | 29,945 | $4.96M | 0.09% | +2,491+9.1% | Added |
| Benedict Financial Advisors Inc | 29,935 | $4.96M | 0.96% | −62−0.2% | Reduced |
| CORDA Investment Management, LLC. | 29,927 | $4.96M | 0.30% | +756+2.6% | Added |
| NWF Advisory Services Inc. | 29,821 | $4.94M | 0.46% | −82−0.3% | Reduced |
| Lee Danner & Bass Inc | 29,808 | $4.94M | 0.28% | −3,062−9.3% | Reduced |
| Herold Advisors, Inc. | 29,727 | $4.93M | 0.97% | +2,235+8.1% | Added |
| Pictet North America Advisors SA | 29,674 | $4.92M | 0.43% | −4,111−12.2% | Reduced |
| Bill Few Associates, Inc. | 29,655 | $4.92M | 1.05% | −44−0.1% | Reduced |
| Ilex Capital Partners (UK) LLP | 29,630 | $4.91M | 0.10% | +29,630 | New |
| Glass Wealth Management Co LLC | 29,558 | $4.90M | 1.64% | +240+0.8% | Added |
| Azzad Asset Management Inc | 29,544 | $4.90M | 0.43% | +11,403+62.9% | Added |
| Boothbay Fund Management, LLC | 29,525 | $4.89M | 0.09% | +13,598+85.4% | Added |
| River Wealth Advisors LLC | 29,369 | $4.87M | 0.51% | +370+1.3% | Added |
| Choate Investment Advisors | 29,366 | $4.87M | 0.09% | +246+0.8% | Added |
| Farmers & Merchants Trust Co of Long Beach | 29,330 | $4.86M | 1.05% | −536−1.8% | Reduced |
| Ossiam | 29,302 | $4.86M | 0.06% | +29,302 | New |
| Denali Advisors LLC | 29,292 | $4.86M | 0.49% | +10,236+53.7% | Added |
| Alta Capital Management LLC | 29,290 | $4.86M | 0.36% | −430−1.4% | Reduced |
| Western Wealth Management, LLC | 29,219 | $4.84M | 0.16% | +84+0.3% | Added |
| Plimoth Trust Co LLC | 29,159 | $4.83M | 0.97% | −167−0.6% | Reduced |
| Hennion & Walsh Asset Management, Inc. | 29,152 | $4.83M | 0.14% | −735−2.5% | Reduced |
| Nicholas Hoffman & Company, LLC. | 29,062 | $4.82M | 0.10% | +1,565+5.7% | Added |
| RFG Advisory, LLC | 29,012 | $4.81M | 0.08% | +1,773+6.5% | Added |
| BTG Pactual Asset Management US LLC | 29,004 | $4.81M | 0.36% | +7,753+36.5% | Added |
| Segment Wealth Management, LLC | 28,927 | $4.80M | 0.25% | −98−0.3% | Reduced |
| Morton Community Bank | 28,888 | $4.79M | 0.98% | +308+1.1% | Added |
| Gamco Investors, Inc. Et Al | 28,825 | $4.78M | 0.04% | +202+0.7% | Added |
| McMillan Office, Inc. | 28,682 | $4.75M | 0.55% | −347−1.2% | Reduced |
| Laurel Wealth Advisors LLC | 28,676 | $4.75M | 0.46% | −157−0.5% | Reduced |
| Formidable Asset Management, LLC | 22,968 | $4.75M | 0.76% | +458+2.0% | Added |
| Garner Asset Management Corp | 28,648 | $4.75M | 1.54% | +1,136+4.1% | Added |
| Shufro Rose & Co LLC | 28,641 | $4.75M | 0.27% | −1,548−5.1% | Reduced |
| Global Financial Private Client, LLC | 28,551 | $4.73M | 1.28% | +2,356+9.0% | Added |
| Hilltop Holdings Inc. | 28,525 | $4.73M | 0.38% | −2,178−7.1% | Reduced |
| G&S Capital LLC | 28,498 | $4.72M | 1.37% | +526+1.9% | Added |
| Creative Financial Designs Inc | 28,443 | $4.71M | 0.22% | +1,469+5.4% | Added |
| Pring Turner Capital Group Inc | 24,870 | $4.71M | 2.70% | −1,222−4.7% | Reduced |
| Entruity Wealth, LLC | 28,356 | $4.70M | 3.04% | +874+3.2% | Added |
| Massachusetts Wealth Management | 28,354 | $4.70M | 1.79% | −125−0.4% | Reduced |
| Davis R M Inc | 28,321 | $4.69M | 0.07% | +159+0.6% | Added |
| Investors Asset Management of Georgia Inc | 28,220 | $4.68M | 1.63% | −1,068−3.6% | Reduced |
| JBR Co Financial Management Inc | 28,201 | $4.67M | 1.71% | −712−2.5% | Reduced |
| Independent Wealth Network Inc. | 28,193 | $4.67M | 1.19% | −905−3.1% | Reduced |
| Grand Central Investment Group | 28,021 | $4.64M | 3.88% | −1,559−5.3% | Reduced |
| Stonebridge Capital Management Inc | 27,996 | $4.64M | 2.24% | −729−2.5% | Reduced |
| International Assets Investment Management, LLC | 27,980 | $4.64M | 0.28% | −1,933−6.5% | Reduced |
| Haverford Financial Services, Inc. | 27,953 | $4.63M | 1.37% | −101−0.4% | Reduced |
| Keystone Financial Group | 27,951 | $4.63M | 0.27% | −1,359−4.6% | Reduced |
| MONECO Advisors, LLC | 27,946 | $4.63M | 0.28% | +1,088+4.1% | Added |
| Sterling Investment Advisors, Ltd. | 27,922 | $4.63M | 0.77% | −2,953−9.6% | Reduced |
| First National Bank & Trust Co of Newtown | 23,447 | $4.62M | 0.94% | −964−3.9% | Reduced |
| Exeter Financial, LLC | 27,817 | $4.61M | 1.76% | −29−0.1% | Reduced |
| Missouri Trust & Investment Co | 23,211 | $4.57M | 1.24% | +1,028+4.6% | Added |
| PFG Advisors | 27,549 | $4.57M | 0.23% | −820−2.9% | Reduced |
| Catalyst Funds Management Pty Ltd | 27,501 | $4.56M | 0.26% | +8,044+41.3% | Added |
| Longaeva Partners L.P. | 27,441 | $4.55M | 0.13% | +27,441 | New |
| Providence Capital Advisors, LLC | 27,425 | $4.55M | 0.69% | −102−0.4% | Reduced |
| TCI Wealth Advisors, Inc. | 27,360 | $4.54M | 0.20% | +388+1.4% | Added |
| Mill Capital Management, LLC | 27,354 | $4.53M | 0.30% | −332−1.2% | Reduced |
| Ridgecrest Wealth Partners, LLC | 27,261 | $4.52M | 2.18% | −117−0.4% | Reduced |
| Rayburn West Financial Services LLC | 27,247 | $4.52M | 2.49% | +153+0.6% | Added |