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 | 4,311 | $298.0B |
| Q4 2025 | 3,993 | $223.3B |
| Q3 2025 | 3,802 | $225.3B |
| Q2 2025 | 3,707 | $189.0B |
| Q1 2025 | 3,825 | $222.9B |
| Q4 2024 | 3,764 | $194.0B |
| Q3 2024 | 3,487 | $198.0B |
| Q2 2024 | 3,510 | $214.0B |
| Q1 2024 | 3,522 | $212.7B |
| Q4 2023 | 3,477 | $200.3B |
| Q3 2023 | 3,338 | $222.6B |
| Q2 2023 | 3,285 | $205.0B |
| Q1 2023 | 3,272 | $217.1B |
| Q4 2022 | 3,288 | $243.6B |
| Q3 2022 | 3,056 | $195.7B |
| Q2 2022 | 3,060 | $198.4B |
| Q1 2022 | 3,070 | $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 |
|---|---|---|---|---|---|
| Kennebec Savings Bank | 3,895 | $645.6K | 0.52% | −65−1.6% | Reduced |
| Red Lighthouse Investment Management, LLC | 3,894 | $645.5K | 0.19% | +26+0.7% | Added |
| Capstone Financial Advisors, Inc. | 3,891 | $645.0K | 0.03% | +277+7.7% | Added |
| Miller Financial Services LLC | 3,887 | $644.3K | 0.52% | +3,887 | New |
| Madison Wealth Partners, Inc | 3,880 | $643.2K | 0.08% | +552+16.6% | Added |
| Fortis Capital Management LLC | 3,879 | $642.9K | 0.07% | +248+6.8% | Added |
| Paragon Capital Management Ltd | 3,872 | $641.8K | 0.12% | −236−5.7% | Reduced |
| ZRC Wealth Management, LLC | 3,872 | $641.8K | 0.19% | +143+3.8% | Added |
| Arlington Trust Co LLC | 3,864 | $640.5K | 0.05% | −65−1.7% | Reduced |
| Lakeridge Wealth Management LLC | 3,861 | $639.9K | 0.23% | −45−1.2% | Reduced |
| Maryland Capital Advisors Inc. | 3,859 | $639.7K | 0.20% | +3,859 | New |
| Clark & Stuart, Inc | 3,858 | $639.5K | 0.40% | +78+2.1% | Added |
| TCP Asset Management, LLC | 3,852 | $638.5K | 0.07% | −5−0.1% | Reduced |
| Ridge Creek Global, Inc | 3,850 | $638.2K | 0.50% | −65−1.7% | Reduced |
| Financial Gravity Companies, Inc. | 3,849 | $638.1K | 0.10% | +3,849 | New |
| Wisconsin Wealth Advisors, LLC | 3,840 | $636.6K | 0.55% | −13−0.3% | Reduced |
| Security National Bank | 3,839 | $636.4K | 0.08% | +88+2.3% | Added |
| V. M. Manning & Co., Inc. | 3,832 | $635.1K | 0.54% | +3,832 | New |
| Ocean Capital Management, LLC | 3,827 | $634.4K | 0.12% | −24−0.6% | Reduced |
| Sagewood Asset Management LP | 3,825 | $634.0K | 0.14% | +1,222+46.9% | Added |
| Oder Investment Management, LLC | 3,824 | $633.9K | 0.43% | +14+0.4% | Added |
| Blake Schutter Theil Wealth Advisors, LLC | 3,820 | $633.2K | 0.43% | −36−0.9% | Reduced |
| JM2 Capital Inc. | 3,817 | $632.7K | 0.43% | −21−0.5% | Reduced |
| R.m.sincerbeaux Capital Management LLC | 3,816 | $632.5K | 0.34% | 00.0% | Unchanged |
| Summit Wealth Partners, LLC | 3,809 | $631.4K | 0.09% | +14+0.4% | Added |
| Arrowroot Family Office, LLC | 3,801 | $630.0K | 0.18% | +79+2.1% | Added |
| Cardinal Point Capital Management, ULC | 3,800 | $629.9K | 0.04% | +250+7.0% | Added |
| Grant Private Wealth Management Inc | 3,799 | $629.7K | 0.27% | +426+12.6% | Added |
| McGlone Suttner Wealth Management, Inc. | 3,799 | $629.6K | 0.07% | +9+0.2% | Added |
| SOA Wealth Advisors, LLC. | 3,798 | $629.6K | 0.11% | −60−1.6% | Reduced |
| Avondale Wealth Management | 3,797 | $629.4K | 0.26% | 00.0% | Unchanged |
| Jones Kertz & Associates, Inc. | 3,793 | $628.7K | 0.29% | −50−1.3% | Reduced |
| Hamrick Investment Counsel, llc | 3,783 | $627.1K | 0.42% | −2,304−37.9% | Reduced |
| Northbridge Financial Group, LLC | 3,776 | $625.9K | 0.24% | +303+8.7% | Added |
| Rothschild Capital Partners, LLC | 3,769 | $624.8K | 0.13% | +10.0% | Added |
| Cottonwood Capital Advisors, LLC | 3,767 | $624.5K | 0.38% | +7+0.2% | Added |
| Targeted Financial Services LLC | 3,766 | $624.3K | 0.46% | +486+14.8% | Added |
| PCG Asset Management, LLC | 3,761 | $623.4K | 0.45% | −128−3.3% | Reduced |
| Opus Investment Management Inc | 3,750 | $621.6K | 0.34% | 00.0% | Unchanged |
| One Wealth Capital Management, LLC | 3,750 | $621.6K | 0.18% | +1,974+111.1% | Added |
| Wayfinding Financial, LLC | 3,742 | $620.0K | 0.23% | −114−3.0% | Reduced |
| Gilpin Wealth Management, LLC | 3,739 | $619.8K | 0.43% | −25−0.7% | Reduced |
| PUREfi Wealth, LLC | 3,737 | $619.4K | 0.34% | +204+5.8% | Added |
| Artesa Financial Group, LLC | 3,737 | $619.4K | 0.53% | −5−0.1% | Reduced |
| Johnson & White Wealth Management, LLC | 3,722 | $617.0K | 0.23% | +85+2.3% | Added |
| American Alpha Advisors, LLC | 3,714 | $615.6K | 0.36% | +20+0.5% | Added |
| Signature Wealth Management Partners, LLC | 3,712 | $615.4K | 0.29% | −29−0.8% | Reduced |
| LM Advisors LLC | 3,693 | $615.0K | 0.07% | +2,673+262.1% | Added |
| Integrity Financial Corp | 3,706 | $614.3K | 0.29% | +10+0.3% | Added |
| BAM Wealth Management, LLC | 3,703 | $613.8K | 0.38% | +3,703 | New |
| EJMK Ventures LLC | 3,702 | $613.7K | 0.28% | +299+8.8% | Added |
| High Note Wealth, LLC | 3,696 | $612.6K | 0.10% | +678+22.5% | Added |
| Floyd Financial Group LLC | 3,364 | $611.4K | 0.40% | −237−6.6% | Reduced |
| Granite Harbor Advisors, Inc. | 3,684 | $610.7K | 0.24% | +43+1.2% | Added |
| Flower City Capital | 3,683 | $610.5K | 0.27% | −135−3.5% | Reduced |
| Silver Coast Investments LLC | 3,682 | $610.3K | 0.18% | −409−10.0% | Reduced |
| America First Investment Advisors, LLC | 3,682 | $610.3K | 0.11% | −110−2.9% | Reduced |
| Berger Financial Group, Inc | 3,679 | $609.8K | 0.03% | −89−2.4% | Reduced |
| COFG Advisors, LLC | 3,671 | $608.6K | 0.11% | +811+28.4% | Added |
| Eagle Strategies LLC | 3,668 | $608.1K | 0.06% | +352+10.6% | Added |
| Sterling Wealth Management, Inc. | 3,668 | $608.0K | 0.15% | +1,532+71.7% | Added |
| Ballast Advisors LLC | 3,668 | $608.0K | 0.14% | −381−9.4% | Reduced |
| Clarity Financial LLC | 3,663 | $607.1K | 0.05% | −1,086−22.9% | Reduced |
| Affinity Capital Advisors, LLC | 3,606 | $606.2K | 0.07% | +358+11.0% | Added |
| Ellenbecker Investment Group | 3,656 | $606.1K | 0.07% | −25−0.7% | Reduced |
| Fox Hill Wealth Management | 3,651 | $605.1K | 0.24% | −39−1.1% | Reduced |
| BetterWealth, LLC | 3,648 | $604.7K | 0.11% | −200−5.2% | Reduced |
| RDA Financial Network | 3,648 | $604.7K | 0.13% | −1,178−24.4% | Reduced |
| Westmount Partners, LLC | 3,644 | $604.1K | 0.13% | +12+0.3% | Added |
| Mindset Wealth Management, LLC | 3,644 | $604.0K | 0.12% | 00.0% | Unchanged |
| Wescott Financial Advisory Group, LLC | 3,641 | $603.5K | 0.05% | −705−16.2% | Reduced |
| XY Planning Network, Inc. | 3,640 | $603.3K | 0.08% | +770+26.8% | Added |
| Brave Asset Management Inc | 3,636 | $602.7K | 0.13% | −1,070−22.7% | Reduced |
| Madson Wealth Advisors Inc | 3,634 | $602.3K | 0.41% | +2,352+183.5% | Added |
| Joule Financial, LLC | 3,633 | $602.3K | 0.16% | −35−1.0% | Reduced |
| Charter Research & Investment Group, Inc. | 3,630 | $601.7K | 0.37% | 00.0% | Unchanged |
| Farringdon Capital, Ltd. | 3,621 | $600.2K | 0.30% | −13,051−78.3% | Reduced |
| Sunbeam Capital Management, LLC | 3,621 | $600.2K | 0.27% | +478+15.2% | Added |
| Advisory Resource Group | 3,615 | $599.2K | 0.09% | +11+0.3% | Added |
| Ullmann Financial Group, Inc. | 3,615 | $599.1K | 0.05% | +6+0.2% | Added |
| McRae Capital Management Inc | 3,609 | $598.3K | 0.12% | +75+2.1% | Added |
| Optima Capital LLC | 3,608 | $598.1K | 0.24% | +459+14.6% | Added |
| BNB Wealth Management, LLC | 3,600 | $596.7K | 0.33% | −2−0.1% | Reduced |
| Narus Financial Partners, LLC | 3,599 | $596.6K | 0.15% | −83−2.3% | Reduced |
| Ambassador Advisors, LLC | 3,598 | $596.5K | 0.07% | −987−21.5% | Reduced |
| McBroom & Associates, LLC | 3,597 | $596.2K | 0.30% | 00.0% | Unchanged |
| Carderock Capital Management Inc | 3,582 | $593.8K | 0.13% | −600−14.3% | Reduced |
| Martel Wealth Advisors Inc | 3,580 | $593.4K | 0.09% | 00.0% | Unchanged |
| Fidelity D & D Bancorp Inc | 3,571 | $591.9K | 0.20% | −100−2.7% | Reduced |
| Blodgett Wealth Advisors, LLC | 3,571 | $591.9K | 0.40% | +75+2.1% | Added |
| Corps Capital Advisors, LLC | 3,569 | $591.5K | 0.48% | +10.0% | Added |
| Banyan Capital Management, Inc. | 3,566 | $591.1K | 0.26% | −52−1.4% | Reduced |
| HHM Wealth Advisors, LLC | 3,565 | $590.9K | 0.06% | +145+4.2% | Added |
| Hibernia Wealth Partners, LLC | 3,565 | $590.9K | 0.32% | −3,495−49.5% | Reduced |
| Perennial Advisors, LLC | 3,562 | $590.4K | 0.09% | −364−9.3% | Reduced |
| Ferguson Shapiro LLC | 3,561 | $590.3K | 0.17% | +33+0.9% | Added |
| Abacus Planning Group, Inc. | 3,560 | $590.1K | 0.07% | −336−8.6% | Reduced |
| Nine Masts Capital Ltd | 3,558 | $589.8K | 0.07% | +3,558 | New |
| Rice Hall James & Associates, LLC | 3,557 | $589.6K | 0.03% | 00.0% | Unchanged |
| Elmwood Wealth Management, Inc. | 3,547 | $587.9K | 0.15% | +361+11.3% | Added |