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, Q3 2022
Institutional positions in Chevron Corp as of Sep 30, 2022. 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
- 3,056
- +45 vs. Q2 2022
- Shares held
- 1.36B
- −8.12M (−0.6%) vs. Q2 2022
- Total value
- $195.7B
- −$2.47B (−1.2%) vs. Q2 2022
- New holders
- 126
- 1,488 more added
- Sold out
- 81
- 1,122 more reduced
49 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2022: 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, Q3 2022
Shares, value and share of portfolio for each institution holding Chevron Corp; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fortress Wealth Group, LLC | 5,491 | $789.0K | 0.59% | +792+16.9% | Added |
| Cozad Asset Management Inc | 5,532 | $795.0K | 0.13% | −121−2.1% | Reduced |
| Smallwood Wealth Investment Management, LLC | 5,530 | $795.0K | 0.72% | +809+17.1% | Added |
| Morningstar Investment Management LLC | 5,538 | $796.0K | 0.15% | +1,421+34.5% | Added |
| Scissortail Wealth Management, LLC | 4,464 | $797.0K | 0.41% | +422+10.4% | Added |
| NCM Capital Management, LLC | 5,553 | $798.0K | 0.60% | +20.0% | Added |
| Abacus Planning Group, Inc. | 5,576 | $801.0K | 0.24% | +120+2.2% | Added |
| H. L. Ormond & Company, LLC | 5,575 | $801.0K | 1.28% | +686+14.0% | Added |
| 626 Financial, LLC | 5,586 | $803.0K | 0.65% | +106+1.9% | Added |
| SkyView Investment Advisors, LLC | 5,607 | $806.0K | 0.24% | −207−3.6% | Reduced |
| BMS Financial Advisors, LLC | 5,620 | $807.0K | 0.57% | −129−2.2% | Reduced |
| Bray Capital Advisors | 5,623 | $808.0K | 0.25% | −96−1.7% | Reduced |
| Fermata Advisors, LLC | 5,656 | $812.0K | 0.26% | −990−14.9% | Reduced |
| Integral Investment Advisors, Inc. | 5,655 | $812.0K | 0.66% | −716−11.2% | Reduced |
| McGowan Group Asset Management, Inc. | 5,663 | $814.0K | 0.14% | +240+4.4% | Added |
| First Business Financial Services, Inc. | 5,667 | $814.0K | 0.12% | +931+19.7% | Added |
| Hodges Capital Management Inc. | 5,679 | $816.0K | 0.13% | −1,551−21.5% | Reduced |
| AlphaCore Capital LLC | 5,678 | $816.0K | 0.37% | +1,039+22.4% | Added |
| Next Level Private LLC | 5,146 | $816.0K | 0.72% | +2,269+78.9% | Added |
| Coco Enterprises, LLC | 5,681 | $817.0K | 0.74% | −444−7.2% | Reduced |
| D'Orazio & Associates, Inc. | 5,684 | $817.0K | 0.24% | +383+7.2% | Added |
| Bowen Hanes & Co Inc | 5,721 | $822.0K | 0.03% | 00.0% | Unchanged |
| Ignite Planners, LLC | 5,429 | $824.0K | 0.66% | +403+8.0% | Added |
| Greenline Partners, LLC | 5,759 | $827.0K | 0.19% | 00.0% | Unchanged |
| WorthPointe, LLC | 5,764 | $828.0K | 0.70% | +10.0% | Added |
| Beirne Wealth Consulting Services, LLC | 5,770 | $829.0K | 0.32% | −133−2.3% | Reduced |
| MONECO Advisors, LLC | 5,778 | $830.0K | 0.33% | −16−0.3% | Reduced |
| UBP Investment Advisors SA | 5,749 | $830.0K | 0.43% | 00.0% | Unchanged |
| Sterneck Capital Management, LLC | 5,783 | $831.0K | 0.59% | +102+1.8% | Added |
| Consilium Wealth Advisory, LLC | 5,789 | $832.0K | 0.93% | −304−5.0% | Reduced |
| Matrix Trust Co | 5,789 | $832.0K | 0.24% | +2,819+94.9% | Added |
| Boston Common Asset Management, LLC | 5,800 | $833.0K | 0.04% | +5,800 | New |
| Shore Point Advisors, LLC | 5,820 | $836.0K | 0.82% | 00.0% | Unchanged |
| Weaver Consulting Group | 5,822 | $836.0K | 0.48% | +14+0.2% | Added |
| Westover Capital Advisors, LLC | 5,823 | $837.0K | 0.32% | −160−2.7% | Reduced |
| Bridgecreek Investment Management, LLC | 5,825 | $837.0K | 0.18% | +29+0.5% | Added |
| Lakeview Capital Partners, LLC | 5,828 | $837.0K | 0.33% | +663+12.8% | Added |
| V Wealth Advisors LLC | 5,840 | $839.0K | 0.17% | −576−9.0% | Reduced |
| LBMC Investment Advisors, LLC | 5,840 | $839.0K | 0.10% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 5,846 | $840.0K | 0.89% | −58−1.0% | Reduced |
| Palisade Capital Management LLC | 5,854 | $841.0K | 0.02% | 00.0% | Unchanged |
| Elk River Wealth Management, LLC | 5,866 | $843.0K | 0.22% | 00.0% | Unchanged |
| SAM Advisors, LLC | 5,878 | $844.0K | 0.41% | +6+0.1% | Added |
| Lumature Wealth Partners, LLC | 5,884 | $845.0K | 0.45% | +175+3.1% | Added |
| Signature Wealth Management Partners, LLC | 5,890 | $846.0K | 0.93% | 00.0% | Unchanged |
| David Loasby | 5,383 | $846.0K | 0.14% | +583+12.1% | Added |
| GYL Financial Synergies, LLC | 5,901 | $848.0K | 0.23% | −307−4.9% | Reduced |
| Outfitter Financial LLC | 5,900 | $848.0K | 0.83% | 00.0% | Unchanged |
| Spouting Rock Asset Management, LLC | 5,919 | $850.0K | 0.65% | −2,655−31.0% | Reduced |
| Legacy Wealth Asset Management, LLC | 5,948 | $855.0K | 0.37% | −2,332−28.2% | Reduced |
| Covenant Asset Management, LLC | 5,963 | $857.0K | 0.35% | +720+13.7% | Added |
| Morris Retirement Advisors, LLC | 5,459 | $858.0K | 0.73% | +435+8.7% | Added |
| Forbes J M & Co LLP | 5,992 | $861.0K | 0.13% | +716+13.6% | Added |
| Legacy Wealth Management, LLC | 5,995 | $861.3K | 0.58% | +5+0.1% | Added |
| Amussen Hunsaker Associates LLC | 5,944 | $862.0K | 0.24% | −104−1.7% | Reduced |
| P.A.W. Capital Corp | 6,000 | $862.0K | 1.29% | 00.0% | Unchanged |
| Appleton Partners Inc | 6,000 | $862.0K | 0.09% | +541+9.9% | Added |
| Guinness Atkinson Asset Management Inc | 6,068 | $872.0K | 0.56% | −163−2.6% | Reduced |
| Crescent Grove Advisors, LLC | 6,071 | $872.0K | 0.10% | +391+6.9% | Added |
| NFP Retirement, Inc. | 6,077 | $873.0K | 0.22% | −311−4.9% | Reduced |
| W Advisors, LLC | 6,081 | $874.0K | 0.81% | +5+0.1% | Added |
| Corundum Group, Inc. | 6,107 | $877.0K | 0.55% | +240+4.1% | Added |
| Chickasaw Capital Management LLC | 6,132 | $881.0K | 0.04% | 00.0% | Unchanged |
| Vishria Bird Financial Group, LLC | 6,133 | $881.0K | 0.59% | 00.0% | Unchanged |
| Millennium Capital Advisors, LLC | 6,134 | $881.3K | 0.93% | +8+0.1% | Added |
| SOA Wealth Advisors, LLC. | 6,158 | $884.0K | 0.27% | −332−5.1% | Reduced |
| Cookson Peirce & Co Inc | 6,202 | $891.0K | 0.06% | −155−2.4% | Reduced |
| First Heartland Consultants, Inc. | 6,219 | $893.0K | 0.15% | +146+2.4% | Added |
| LWM Advisory Services, LLC | 6,082 | $893.0K | 1.01% | +544+9.8% | Added |
| City State Bank | 6,220 | $894.0K | 0.63% | −155−2.4% | Reduced |
| Traphagen Investment Advisors LLC | 6,228 | $894.7K | 0.17% | +1,419+29.5% | Added |
| Cable Hill Partners, LLC | 6,230 | $895.0K | 0.18% | −64−1.0% | Reduced |
| Sandbox Financial Partners, LLC | 6,232 | $895.0K | 0.65% | +225+3.7% | Added |
| Cedar Brook Financial Partners, LLC | 6,241 | $896.7K | 0.29% | −328−5.0% | Reduced |
| Pure Financial Advisors, Inc. | 6,265 | $900.0K | 0.05% | +562+9.9% | Added |
| Aberdeen Wealth Management LLC | 6,279 | $902.0K | 0.79% | 00.0% | Unchanged |
| Cornerstone National Bank & Trust Co | 6,294 | $904.3K | 0.50% | +78+1.3% | Added |
| Austin Private Wealth, LLC | 6,298 | $905.0K | 0.19% | +23+0.4% | Added |
| Total Wealth Planning, LLC | 6,302 | $905.0K | 0.26% | +75+1.2% | Added |
| RSM US Wealth Management LLC | 6,322 | $908.0K | 0.05% | −302−4.6% | Reduced |
| John G Ullman & Associates Inc | 6,318 | $908.0K | 0.16% | +316+5.3% | Added |
| BEAM Asset Management, LLC | 6,318 | $908.0K | 1.01% | +591+10.3% | Added |
| Lineweaver Wealth Advisors, LLC | 6,364 | $914.0K | 0.30% | −175−2.7% | Reduced |
| Cambridge Advisors Inc. | 6,365 | $914.0K | 0.26% | +145+2.3% | Added |
| Cooper/Haims Advisors, LLC | 6,365 | $915.0K | 0.76% | −124−1.9% | Reduced |
| Independent Investors Inc | 6,370 | $915.0K | 0.26% | 00.0% | Unchanged |
| Jmac Enterprises LLC | 6,378 | $916.0K | 0.26% | +192+3.1% | Added |
| First National Bank of South Miami | 6,378 | $917.0K | 0.71% | −486−7.1% | Reduced |
| Ballast Advisors LLC | 6,386 | $918.0K | 0.43% | −23−0.4% | Reduced |
| Hardman Johnston Global Advisors LLC | 6,400 | $919.0K | 0.04% | +100+1.6% | Added |
| Washburn Capital Management, Inc. | 6,403 | $920.0K | 0.88% | −544−7.8% | Reduced |
| Coastal Bridge Advisors, LLC | 6,413 | $921.0K | 0.25% | 00.0% | Unchanged |
| Curran Financial Partners, LLC | 6,424 | $923.0K | 0.47% | +21+0.3% | Added |
| JGP Wealth Management, LLC | 5,775 | $924.0K | 0.19% | +2,738+90.2% | Added |
| Wealthquest Corp | 6,442 | $925.0K | 0.13% | +41+0.6% | Added |
| Midwest Professional Planners, LTD. | 6,442 | $925.0K | 0.55% | +607+10.4% | Added |
| Ledge Wealth Management, Inc. | 6,447 | $926.0K | 0.57% | +5,031+355.3% | Added |
| Cim Investment Mangement Inc | 6,460 | $928.0K | 0.41% | +2,043+46.3% | Added |
| Northwest Quadrant Wealth Management, LLC | 6,505 | $935.0K | 0.31% | −11−0.2% | Reduced |
| Cadent Capital Advisors, LLC | 6,512 | $936.0K | 0.56% | +3,618+125.0% | Added |