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 |
|---|---|---|---|---|---|
| Forbes J M & Co LLP | 5,992 | $861.0K | 0.13% | +716+13.6% | Added |
| Morris Retirement Advisors, LLC | 5,459 | $858.0K | 0.73% | +435+8.7% | Added |
| Covenant Asset Management, LLC | 5,963 | $857.0K | 0.35% | +720+13.7% | Added |
| Legacy Wealth Asset Management, LLC | 5,948 | $855.0K | 0.37% | −2,332−28.2% | Reduced |
| Spouting Rock Asset Management, LLC | 5,919 | $850.0K | 0.65% | −2,655−31.0% | Reduced |
| 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 |
| 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 |
| Lumature Wealth Partners, LLC | 5,884 | $845.0K | 0.45% | +175+3.1% | Added |
| SAM Advisors, LLC | 5,878 | $844.0K | 0.41% | +6+0.1% | Added |
| Elk River Wealth Management, LLC | 5,866 | $843.0K | 0.22% | 00.0% | Unchanged |
| Palisade Capital Management LLC | 5,854 | $841.0K | 0.02% | 00.0% | Unchanged |
| Wealth Quarterback LLC | 5,846 | $840.0K | 0.89% | −58−1.0% | Reduced |
| 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 |
| 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 |
| 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 |
| Boston Common Asset Management, LLC | 5,800 | $833.0K | 0.04% | +5,800 | New |
| 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 |
| Sterneck Capital Management, LLC | 5,783 | $831.0K | 0.59% | +102+1.8% | Added |
| 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 |
| Beirne Wealth Consulting Services, LLC | 5,770 | $829.0K | 0.32% | −133−2.3% | Reduced |
| WorthPointe, LLC | 5,764 | $828.0K | 0.70% | +10.0% | Added |
| Greenline Partners, LLC | 5,759 | $827.0K | 0.19% | 00.0% | Unchanged |
| Ignite Planners, LLC | 5,429 | $824.0K | 0.66% | +403+8.0% | Added |
| Bowen Hanes & Co Inc | 5,721 | $822.0K | 0.03% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| 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 |
| Bray Capital Advisors | 5,623 | $808.0K | 0.25% | −96−1.7% | Reduced |
| BMS Financial Advisors, LLC | 5,620 | $807.0K | 0.57% | −129−2.2% | Reduced |
| SkyView Investment Advisors, LLC | 5,607 | $806.0K | 0.24% | −207−3.6% | Reduced |
| 626 Financial, LLC | 5,586 | $803.0K | 0.65% | +106+1.9% | 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 |
| NCM Capital Management, LLC | 5,553 | $798.0K | 0.60% | +20.0% | Added |
| Scissortail Wealth Management, LLC | 4,464 | $797.0K | 0.41% | +422+10.4% | Added |
| Morningstar Investment Management LLC | 5,538 | $796.0K | 0.15% | +1,421+34.5% | 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 |
| Girard Partners Ltd. | 5,497 | $789.0K | 0.10% | −1,161−17.4% | Reduced |
| Fortress Wealth Group, LLC | 5,491 | $789.0K | 0.59% | +792+16.9% | Added |
| Old Point Trust & Financial Services N A | 5,479 | $787.0K | 0.40% | −19−0.3% | Reduced |
| Aureus Asset Management, LLC | 5,469 | $786.0K | 0.07% | +10.0% | Added |
| GPS Wealth Strategies Group, LLC | 5,472 | $786.0K | 0.20% | +186+3.5% | Added |
| Renaissance Investment Group LLC | 4,538 | $786.0K | 0.24% | +2,325+105.1% | Added |
| Evoke Wealth, LLC | 5,467 | $785.0K | 0.03% | −397−6.8% | Reduced |
| Polaris Wealth Advisory Group, LLC | 4,996 | $785.0K | 0.07% | +133+2.7% | Added |
| First National Bank of Hutchinson | 5,451 | $783.0K | 0.62% | +403+8.0% | Added |
| Roberts Glore & Co Inc | 5,441 | $782.0K | 0.28% | −1,920−26.1% | Reduced |
| Salvus Wealth Management, LLC | 5,438 | $781.0K | 0.74% | +213+4.1% | Added |
| Carson Advisory Inc. | 5,438 | $781.0K | 0.87% | +891+19.6% | Added |
| EPG Wealth Management LLC | 5,421 | $779.0K | 0.32% | +349+6.9% | Added |
| Hoey Investments, Inc | 5,415 | $778.0K | 0.32% | −572−9.6% | Reduced |
| Gray Wealth Management Inc. | 5,407 | $777.0K | 0.50% | +80+1.5% | Added |
| Beacon Capital Management, LLC | 5,353 | $775.0K | 0.26% | +17+0.3% | Added |
| Donald L. Hagan, LLC | 5,396 | $775.0K | 0.55% | −57−1.0% | Reduced |
| Successful Portfolios LLC | 5,390 | $774.0K | 0.56% | −25−0.5% | Reduced |
| Silver Oak Securities, Inc | 4,586 | $773.3K | 0.17% | −1,495−24.6% | Reduced |
| Larson Financial Group LLC | 5,378 | $773.0K | 0.11% | +293+5.8% | Added |
| Heartwood Wealth Advisors LLC | 5,371 | $772.0K | 0.13% | +754+16.3% | Added |
| Thomasville National Bank | 5,362 | $770.0K | 0.09% | +240+4.7% | Added |
| Monterey Private Wealth, Inc. | 5,311 | $769.0K | 0.46% | −710−11.8% | Reduced |
| Wayfinding Financial, LLC | 5,349 | $768.0K | 0.72% | +133+2.5% | Added |
| Diametric Capital, LP | 5,334 | $766.0K | 0.39% | +5,334 | New |
| Jaffetilchin Investment Partners, LLC | 5,325 | $765.0K | 0.10% | +180+3.5% | Added |
| Am Investment Strategies LLC | 5,327 | $765.0K | 0.28% | +185+3.6% | Added |
| New England Research & Management, Inc. | 5,300 | $761.0K | 0.48% | +3,325+168.4% | Added |
| First Capital Advisors Group, LLC. | 5,288 | $760.0K | 0.63% | −207−3.8% | Reduced |
| Blume Capital Management, Inc. | 5,278 | $758.0K | 0.29% | +51+1.0% | Added |
| Rock Creek Group, LP | 5,243 | $753.0K | 0.10% | −865−14.2% | Reduced |
| Versant Capital Management, Inc | 5,236 | $752.0K | 0.29% | −389−6.9% | Reduced |
| ODonnell Financial Services, LLC | 5,232 | $752.0K | 2.62% | 00.0% | Unchanged |
| WFA Asset Management Corp | 5,230 | $751.4K | 0.54% | −28−0.5% | Reduced |
| Stony Point Wealth Management Inc. | 5,210 | $749.0K | 0.55% | +54+1.0% | Added |
| Lehman & Derafelo Financial Resources LLC | 5,203 | $748.0K | 0.24% | +201+4.0% | Added |
| Accredited Investors Inc. | 5,204 | $748.0K | 0.09% | +272+5.5% | Added |
| Cross Staff Investments Inc | 5,181 | $744.0K | 0.83% | +10.0% | Added |
| Wrapmanager Inc | 5,173 | $743.0K | 0.25% | −77−1.5% | Reduced |
| Opus Capital Group, LLC | 5,172 | $743.0K | 0.16% | +387+8.1% | Added |
| Everhart Financial Group, Inc. | 5,161 | $742.0K | 0.41% | +742+16.8% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 5,160 | $741.0K | 0.21% | −1,000−16.2% | Reduced |
| Baker Boyer National Bank | 5,145 | $739.0K | 0.33% | +130+2.6% | Added |
| Sierra Capital LLC | 5,134 | $738.0K | 0.14% | +22+0.4% | Added |
| Veracity Capital LLC | 5,135 | $738.0K | 0.40% | +332+6.9% | Added |
| Brandywine Trust Co | 5,129 | $737.0K | 0.27% | 00.0% | Unchanged |
| Financial Advisory Group | 5,132 | $737.0K | 0.17% | +277+5.7% | Added |
| WESPAC Advisors, LLC | 5,123 | $736.0K | 0.99% | −829−13.9% | Reduced |