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 |
|---|---|---|---|---|---|
| Tandem Financial, LLC | 3,141 | $520.7K | 0.17% | −70−2.2% | Reduced |
| WealthBridge Capital Management, LLC | 3,139 | $520.4K | 0.10% | +1,167+59.2% | Added |
| CJM Wealth Advisers, Ltd. | 3,133 | $519.3K | 0.14% | +6+0.2% | Added |
| Phoenix Wealth Advisors | 3,129 | $518.6K | 0.17% | +717+29.7% | Added |
| Community Financial Services Group, LLC | 3,129 | $518.4K | 0.08% | +669+27.2% | Added |
| Isthmus Partners, LLC | 3,124 | $517.8K | 0.05% | 00.0% | Unchanged |
| STAR Financial Bank | 3,124 | $517.8K | 0.21% | +604+24.0% | Added |
| LiftPoint Family Wealth Advisors LLC | 3,122 | $517.5K | 0.35% | +1,144+57.8% | Added |
| Frisch Financial Group, Inc. | 3,115 | $516.3K | 0.09% | −1,148−26.9% | Reduced |
| Amplius Wealth Advisors, LLC | 3,114 | $516.2K | 0.04% | +368+13.4% | Added |
| J2 Capital Management Inc | 3,110 | $515.5K | 0.35% | +573+22.6% | Added |
| Wise Wealth Partners | 3,100 | $513.8K | 0.87% | 00.0% | Unchanged |
| HC Advisors, LLC | 3,097 | $513.4K | 0.31% | −6−0.2% | Reduced |
| Quantum Financial Advisors, LLC | 3,094 | $512.9K | 0.05% | +159+5.4% | Added |
| IVC Wealth Advisors LLC | 3,092 | $512.5K | 0.20% | +15+0.5% | Added |
| Reliant Investment Partners, LLC | 3,090 | $512.1K | 0.35% | +56+1.8% | Added |
| Dymon Asia Capital (Singapore) Pte. Ltd. | 3,088 | $511.9K | 0.08% | +3,088 | New |
| First Business Financial Services, Inc. | 3,069 | $508.7K | 0.04% | +338+12.4% | Added |
| Adelphi Trust Co | 3,067 | $508.4K | 0.34% | +468+18.0% | Added |
| New World Advisors LLC | 3,066 | $508.2K | 0.09% | +879+40.2% | Added |
| Allegiance Financial Group Advisory Services LLC | 3,063 | $507.7K | 0.09% | +947+44.8% | Added |
| Hodges Capital Management Inc. | 3,061 | $507.4K | 0.03% | −126−4.0% | Reduced |
| Tranquility Partners, LLC | 3,056 | $506.5K | 0.17% | +57+1.9% | Added |
| Byrne Asset Management LLC | 3,051 | $505.7K | 0.28% | −348−10.2% | Reduced |
| LifeGoal Wealth Advisors | 3,037 | $503.4K | 0.23% | +1,029+51.2% | Added |
| Summit Financial Strategies, Inc. | 3,034 | $502.9K | 0.04% | 00.0% | Unchanged |
| Ritter Daniher Financial Advisory LLC | 3,029 | $502.1K | 0.08% | −120−3.8% | Reduced |
| Premier Financial Group | 3,027 | $501.8K | 0.11% | +3,027 | New |
| S&T Bank | 3,023 | $501.1K | 0.15% | +69+2.3% | Added |
| Prospera Capital Management, LLC | 2,979 | $500.8K | 0.16% | +191+6.9% | Added |
| Traveka Wealth, LLC | 3,019 | $500.4K | 0.17% | 00.0% | Unchanged |
| Taylor Hoffman Capital Management LLC | 3,016 | $499.9K | 0.12% | 00.0% | Unchanged |
| Ashford Capital Management Inc | 3,015 | $499.8K | 0.05% | +19+0.6% | Added |
| Provenance Wealth Advisors, LLC | 3,006 | $498.3K | 0.05% | +693+30.0% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 2,963 | $498.0K | 0.15% | +4+0.1% | Added |
| Cadent Capital Advisors, LLC | 2,999 | $497.2K | 0.10% | −424−12.4% | Reduced |
| Sentry LLC | 2,997 | $496.8K | 0.14% | 00.0% | Unchanged |
| Trust Co of the South | 2,996 | $496.6K | 0.07% | −158−5.0% | Reduced |
| Total Investment Management Inc | 2,522 | $496.4K | 0.05% | −48−1.9% | Reduced |
| Greenwich Wealth Management LLC | 2,987 | $495.0K | 0.02% | −152−4.8% | Reduced |
| Eukles Asset Management | 2,982 | $494.3K | 0.20% | −30−1.0% | Reduced |
| Reyes Financial Architecture, Inc. | 2,977 | $493.5K | 0.28% | −3−0.1% | Reduced |
| MW Advisory, LLC | 2,977 | $493.5K | 0.20% | +2,977 | New |
| Jmac Enterprises LLC | 2,974 | $493.0K | 0.08% | 00.0% | Unchanged |
| Cabot Wealth Management Inc | 2,968 | $492.0K | 0.05% | 00.0% | Unchanged |
| Hara Capital LLC | 2,966 | $491.6K | 0.26% | 00.0% | Unchanged |
| DDFG, Inc | 2,965 | $491.5K | 0.10% | +1,529+106.5% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 2,962 | $491.0K | 0.00% | −18−0.6% | Reduced |
| Clarion Wealth Managment Partners, LLC | 2,952 | $489.3K | 0.40% | −405−12.1% | Reduced |
| Vision Financial Markets LLC | 2,953 | $489.2K | 0.42% | +103+3.6% | Added |
| Capital Investment Management, Inc. | 2,951 | $489.1K | 0.15% | +4+0.1% | Added |
| Tucker Asset Management LLC | 2,949 | $488.8K | 0.12% | +132+4.7% | Added |
| Aufman Associates Inc | 2,949 | $488.8K | 0.19% | −48−1.6% | Reduced |
| Wall Street Financial Group, Inc. | 2,947 | $488.5K | 0.26% | −221−7.0% | Reduced |
| Journey Retirement Planning & Investment Management LLC | 2,944 | $488.1K | 0.38% | +455+18.3% | Added |
| Compton Financial Group, LLC | 2,944 | $488.0K | 0.09% | 00.0% | Unchanged |
| German American Bancorp, Inc. | 2,941 | $487.5K | 0.04% | −429−12.7% | Reduced |
| Canton Hathaway, LLC | 2,937 | $486.8K | 0.09% | 00.0% | Unchanged |
| Visionary Horizons, LLC | 2,930 | $485.7K | 0.20% | +106+3.8% | Added |
| Focused Wealth Management, Inc | 2,928 | $485.4K | 0.04% | +673+29.8% | Added |
| Sompo Asset Management Co., Ltd. | 2,927 | $485.2K | 0.08% | +110+3.9% | Added |
| Yoffe Investment Management, LLC | 2,927 | $485.1K | 0.56% | 00.0% | Unchanged |
| Worthington Financial Partners, LLC | 2,924 | $484.7K | 0.40% | −84−2.8% | Reduced |
| Ameliora Wealth Management Ltd. | 2,923 | $484.5K | 0.14% | 00.0% | Unchanged |
| Northstar Advisory Group, LLC | 2,922 | $484.4K | 0.15% | +2,922 | New |
| Triton Wealth Management, PLLC | 2,751 | $484.1K | 0.15% | −84−3.0% | Reduced |
| Ewa, LLC | 2,918 | $483.7K | 0.09% | +205+7.6% | Added |
| WealthTrust Asset Management, LLC | 2,917 | $483.5K | 0.26% | +10+0.3% | Added |
| International Private Wealth Advisors LLC | 2,915 | $483.3K | 0.25% | +2,915 | New |
| Sage Rhino Capital LLC | 2,915 | $483.2K | 0.08% | +3+0.1% | Added |
| Continental Investors Services, Inc. | 2,599 | $483.1K | 0.38% | +344+15.3% | Added |
| Marshall Financial Group LLC | 2,899 | $480.6K | 0.07% | −339−10.5% | Reduced |
| BancFirst Trust & Investment Management | 2,849 | $480.0K | 0.20% | +287+11.2% | Added |
| Prairie Wealth Advisors, Inc. | 0 | $479.0K | 0.11% | 0 | Unchanged |
| Lesa Sroufe & Co | 2,888 | $479.0K | 0.34% | +403+16.2% | Added |
| Avaii Wealth Management, LLC | 2,884 | $478.0K | 0.14% | +764+36.0% | Added |
| Crown Wealth Group, LLC | 2,878 | $477.1K | 0.12% | −10.0% | Reduced |
| Bosman Wealth Management, LLC | 2,877 | $476.9K | 0.30% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 2,872 | $476.1K | 0.06% | −388−11.9% | Reduced |
| Crane Advisory, LLC | 2,588 | $475.8K | 0.07% | 00.0% | Unchanged |
| McLean Asset Management Corp | 2,415 | $475.4K | 0.06% | +27+1.1% | Added |
| Wilson & Boucher Capital Management, LLC | 2,866 | $475.1K | 0.28% | 00.0% | Unchanged |
| BlackDiamond Wealth Management Inc. | 2,437 | $475.0K | 0.19% | +195+8.7% | Added |
| West Bancorporation Inc | 2,863 | $474.6K | 0.20% | +600+26.5% | Added |
| WPWealth LLP | 2,860 | $474.1K | 0.07% | −259−8.3% | Reduced |
| Decker Wealth Management LLC | 2,857 | $473.6K | 0.10% | 00.0% | Unchanged |
| Flatrock Wealth Partners LLC | 2,850 | $472.4K | 0.19% | +385+15.6% | Added |
| Baltimore-Washington Financial Advisors, Inc. | 2,834 | $469.9K | 0.02% | −280−9.0% | Reduced |
| RTD Financial Advisors, Inc. | 2,834 | $469.8K | 0.05% | 00.0% | Unchanged |
| Liberty Square Wealth Partners LLC | 2,831 | $469.3K | 0.11% | +2+0.1% | Added |
| New England Capital Financial Advisors LLC | 2,829 | $468.9K | 0.11% | +4+0.1% | Added |
| Capital Performance Advisors LLP | 2,825 | $468.3K | 0.03% | −2,034−41.9% | Reduced |
| Strategies Wealth Advisors, LLC | 2,823 | $467.9K | 0.04% | −1,220−30.2% | Reduced |
| Xcel Wealth Management, LLC | 2,821 | $467.6K | 0.11% | −20−0.7% | Reduced |
| AGH Wealth Advisors, LLC | 2,821 | $467.6K | 0.30% | −203−6.7% | Reduced |
| Northwest Wealth Management, LLC | 2,819 | $467.3K | 0.06% | +930+49.2% | Added |
| Vanguard Capital Wealth Advisors | 2,818 | $467.1K | 0.32% | +50+1.8% | Added |
| Blom & Howell Financial Planning, Inc. | 2,814 | $466.5K | 0.39% | +21+0.8% | Added |
| Smith Partners Wealth Management, LLC | 2,805 | $465.0K | 0.37% | 00.0% | Unchanged |
| Schubert & Co | 2,803 | $464.7K | 0.32% | −47−1.6% | Reduced |