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 |
|---|---|---|---|---|---|
| Endurance Wealth Management, Inc. | 7,623 | $1.09M | 0.18% | +742+10.8% | Added |
| Investors Asset Management of Georgia Inc | 7,629 | $1.10M | 0.56% | −25−0.3% | Reduced |
| Connolly Sarah T. | 7,636 | $1.10M | 0.80% | +7,636 | New |
| Barrett & Company, Inc. | 6,113 | $1.10M | 0.73% | +6,113 | New |
| Allegheny Financial Group LTD | 7,664 | $1.10M | 0.52% | +32+0.4% | Added |
| BOK Financial Private Wealth, Inc. | 7,683 | $1.10M | 0.10% | +500+7.0% | Added |
| Monticello Wealth Management, LLC | 7,712 | $1.11M | 0.13% | +556+7.8% | Added |
| Ackerman Capital Advisors, LLC | 7,717 | $1.11M | 0.32% | 00.0% | Unchanged |
| Doliver Advisors, LP | 7,725 | $1.11M | 0.41% | −62−0.8% | Reduced |
| Access Financial Services, Inc. | 7,739 | $1.11M | 0.72% | −70−0.9% | Reduced |
| 1620 Investment Advisors, Inc. | 7,738 | $1.11M | 1.64% | +61+0.8% | Added |
| Vantage Financial Partners Ltd., Inc. | 7,750 | $1.11M | 0.72% | −500−6.1% | Reduced |
| Court Place Advisors, LLC | 7,752 | $1.11M | 0.45% | 00.0% | Unchanged |
| Summit Place Financial Advisors, LLC | 7,764 | $1.11M | 1.04% | 00.0% | Unchanged |
| Windsor Capital Management, LLC | 7,779 | $1.12M | 0.42% | −96−1.2% | Reduced |
| Mastrapasqua Asset Management Inc | 7,794 | $1.12M | 0.16% | +760+10.8% | Added |
| My Legacy Advisors, LLC | 6,995 | $1.12M | 0.57% | +457+7.0% | Added |
| Leisure Capital Management | 7,794 | $1.12M | 0.68% | +2,344+43.0% | Added |
| DMG Group, LLC | 7,389 | $1.12M | 1.35% | −551−6.9% | Reduced |
| Paragon Capital Management LLC | 7,803 | $1.12M | 0.72% | −29−0.4% | Reduced |
| First Western Trust Bank | 7,831 | $1.13M | 0.08% | +362+4.8% | Added |
| Aveo Capital Partners, LLC | 7,834 | $1.13M | 0.19% | −8,093−50.8% | Reduced |
| F3Logic, LLC | 7,917 | $1.13M | 0.24% | −734−8.5% | Reduced |
| Harvest Volatility Management LLC | 7,786 | $1.13M | 0.19% | −633−7.5% | Reduced |
| Castellan Group, LLC | 7,865 | $1.13M | 0.88% | +63+0.8% | Added |
| Balasa Dinverno & Foltz LLC | 7,886 | $1.13M | 0.07% | −1,152−12.7% | Reduced |
| Conservest Capital Advisors, Inc. | – | $1.14M | 0.16% | – | – |
| Apriem Advisors | 7,977 | $1.15M | 0.21% | −125−1.5% | Reduced |
| Wulff, Hansen & Co. | 7,990 | $1.15M | 1.44% | 00.0% | Unchanged |
| CMT Capital Markets Trading GmbH | 8,000 | $1.15M | 0.48% | +8,000 | New |
| American State Bank (Iowa) | 8,009 | $1.15M | 1.00% | +381+5.0% | Added |
| Estate Counselors, LLC | 8,013 | $1.15M | 0.18% | 00.0% | Unchanged |
| Sargent Bickham Lagudis LLC | 8,017 | $1.15M | 0.10% | −97−1.2% | Reduced |
| Solitude Financial Services | 8,056 | $1.16M | 0.85% | +170+2.2% | Added |
| Kovitz Investment Group Partners, LLC | 8,051 | $1.16M | 0.03% | +292+3.8% | Added |
| Rice Partnership, LLC | 8,082 | $1.16M | 0.37% | +934+13.1% | Added |
| Retirement Planning Co of New England, Inc. | 8,122 | $1.17M | 0.84% | −92−1.1% | Reduced |
| Dividend Assets Capital, LLC | 8,122 | $1.17M | 0.27% | +95+1.2% | Added |
| DCM Advisors, LLC | 8,131 | $1.17M | 0.59% | −1,388−14.6% | Reduced |
| Stableford Capital II LLC | 6,788 | $1.18M | 0.57% | −112−1.6% | Reduced |
| Terra Nova Asset Management LLC | 8,208 | $1.18M | 1.29% | +246+3.1% | Added |
| Hexagon Capital Partners LLC | 8,206 | $1.18M | 0.35% | +857+11.7% | Added |
| Valley Brook Capital Group | 8,224 | $1.18M | 1.29% | 00.0% | Unchanged |
| Whitener Capital Management, Inc. | 8,222 | $1.18M | 0.56% | +616+8.1% | Added |
| SkyOak Wealth, LLC | 8,227 | $1.18M | 0.42% | −40−0.5% | Reduced |
| S.A. Mason LLC | 8,224 | $1.18M | 0.93% | +30.0% | Added |
| Kingfisher Capital LLC | 8,244 | $1.18M | 0.33% | +3,095+60.1% | Added |
| Johnson Financial Group, Inc. | 6,848 | $1.19M | 0.11% | −2,240−24.6% | Reduced |
| TrinityPoint Wealth, LLC | 8,253 | $1.19M | 0.27% | −1,486−15.3% | Reduced |
| Parkside Financial Bank & Trust | 8,251 | $1.19M | 0.38% | −123−1.5% | Reduced |
| Manhattan West Asset Management, LLC | 8,277 | $1.19M | 0.74% | +1,405+20.4% | Added |
| Edge Wealth Management LLC | 8,253 | $1.19M | 0.26% | −592−6.7% | Reduced |
| Compass Financial Advisors LLC | 8,280 | $1.19M | 1.77% | −19−0.2% | Reduced |
| Relative Value Partners Group, LLC | 8,310 | $1.19M | 0.10% | +8,310 | New |
| CoreCommodity Management, LLC | 8,369 | $1.20M | 0.44% | −3,768−31.0% | Reduced |
| Richard P Slaughter Associates Inc | 8,381 | $1.20M | 0.51% | +623+8.0% | Added |
| TKG Advisors, LLC | 8,379 | $1.20M | 0.95% | +634+8.2% | Added |
| TLWM | 10,731 | $1.21M | 0.56% | +4,380+69.0% | Added |
| Searle & Co. | 8,411 | $1.21M | 0.46% | 00.0% | Unchanged |
| Amarillo National Bank | 8,436 | $1.21M | 0.28% | −23−0.3% | Reduced |
| Indiana Trust & Investment Management CO | 8,445 | $1.21M | 0.74% | +722+9.3% | Added |
| Modera Wealth Management, LLC | 8,500 | $1.22M | 0.06% | −595−6.5% | Reduced |
| Apeiron RIA LLC | 7,807 | $1.22M | 0.56% | +63+0.8% | Added |
| WMS Partners, LLC | 8,526 | $1.23M | 0.17% | −56−0.7% | Reduced |
| Fortitude Advisory Group L.L.C. | 8,543 | $1.23M | 1.19% | +1,095+14.7% | Added |
| Curi Capital | 8,540 | $1.23M | 0.20% | +7,382+637.5% | Added |
| Kowal Investment Group, LLC | 8,544 | $1.23M | 0.42% | +996+13.2% | Added |
| Citizens & Northern Corp | 8,572 | $1.23M | 0.58% | +12+0.1% | Added |
| Walker Asset Management, LLC | 8,609 | $1.24M | 1.11% | +5+0.1% | Added |
| CVA Family Office, LLC | 8,612 | $1.24M | 0.34% | +2,045+31.1% | Added |
| Galvin, Gaustad & Stein, LLC | 8,648 | $1.24M | 0.13% | −1,456−14.4% | Reduced |
| Timber Creek Capital Management LLC | 8,684 | $1.25M | 0.49% | 00.0% | Unchanged |
| Spearhead Capital Advisors, LLC | 8,688 | $1.25M | 1.35% | −51,422−85.5% | Reduced |
| Advisory Alpha, LLC | 8,709 | $1.25M | 0.10% | +38+0.4% | Added |
| Wintrust Investments LLC | 8,708 | $1.25M | 0.16% | +8,708 | New |
| First Command Bank | 8,713 | $1.25M | 0.18% | −69−0.8% | Reduced |
| First Command Financial Services, Inc. | 8,713 | $1.25M | 0.18% | −69−0.8% | Reduced |
| Centric Wealth Management | 8,726 | $1.25M | 0.50% | +6,164+240.6% | Added |
| Legacy Bridge, LLC | 8,754 | $1.26M | 1.00% | 00.0% | Unchanged |
| RMR Wealth Builders | 8,765 | $1.26M | 0.31% | +111+1.3% | Added |
| Wedmont Private Capital | 8,786 | $1.26M | 0.25% | +583+7.1% | Added |
| Wolff Financial Management LLC | 8,825 | $1.27M | 0.58% | +20.0% | Added |
| ARGI Investment Services, LLC | 8,827 | $1.27M | 0.04% | −837−8.7% | Reduced |
| World Equity Group, Inc. | 8,835 | $1.27M | 0.32% | +166+1.9% | Added |
| StrategIQ Financial Group, LLC | 8,868 | $1.27M | 0.16% | +35+0.4% | Added |
| Traynor Capital Management, Inc. | 8,868 | $1.27M | 0.23% | +1,364+18.2% | Added |
| McDaniel Terry & Co | 8,898 | $1.28M | 0.17% | +7+0.1% | Added |
| Evergreen Wealth Solutions, LLC | 8,906 | $1.28M | 1.81% | +1,236+16.1% | Added |
| Keating Investment Counselors Inc | 8,920 | $1.28M | 0.57% | 00.0% | Unchanged |
| Roof Eidam & Maycock | 8,942 | $1.28M | 0.48% | +40.0% | Added |
| Plancorp, LLC | 8,960 | $1.29M | 0.09% | +115+1.3% | Added |
| Gradient Capital Advisors, LLC | 8,966 | $1.29M | 0.62% | +15+0.2% | Added |
| Wealth Management Associates, Inc. | 8,975 | $1.29M | 0.91% | +1,479+19.7% | Added |
| Wells Trecaso Financial Group, LLC | 8,981 | $1.29M | 0.71% | +36+0.4% | Added |
| Legacy Financial Advisors, Inc. | 8,976 | $1.29M | 0.31% | +890+11.0% | Added |
| Needham Investment Management LLC | 9,000 | $1.29M | 0.25% | 00.0% | Unchanged |
| Energy Opportunities Capital Management, LLC | 9,055 | $1.30M | 4.19% | −960−9.6% | Reduced |
| Calton & Associates, Inc. | 9,056 | $1.30M | 0.75% | +114+1.3% | Added |
| Boston Research & Management Inc | 9,063 | $1.30M | 0.44% | 00.0% | Unchanged |
| First Farmers & Merchants Bank / Trust | 9,076 | $1.30M | 1.73% | +89+1.0% | Added |