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, Q4 2022
Institutional positions in Chevron Corp as of Dec 31, 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
- 3,289
- +299 vs. Q3 2022
- Shares held
- 1.36B
- +4.23M (+0.3%) vs. Q3 2022
- Total value
- $243.6B
- +$48.8B (+25.0%) vs. Q3 2022
- New holders
- 404
- 1,273 more added
- Sold out
- 105
- 1,307 more reduced
67 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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 | 4,312 | $298.0B |
| Q4 2025 | 3,994 | $223.3B |
| Q3 2025 | 3,803 | $225.3B |
| Q2 2025 | 3,708 | $189.0B |
| Q1 2025 | 3,826 | $222.9B |
| Q4 2024 | 3,765 | $194.0B |
| Q3 2024 | 3,488 | $198.0B |
| Q2 2024 | 3,511 | $214.0B |
| Q1 2024 | 3,523 | $212.7B |
| Q4 2023 | 3,478 | $200.3B |
| Q3 2023 | 3,339 | $222.6B |
| Q2 2023 | 3,286 | $205.0B |
| Q1 2023 | 3,273 | $217.1B |
| Q4 2022 | 3,289 | $243.6B |
| Q3 2022 | 3,057 | $195.7B |
| Q2 2022 | 3,060 | $198.4B |
| Q1 2022 | 3,071 | $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, Q4 2022
Shares, value and share of portfolio for each institution holding Chevron Corp; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Grey Fox Wealth Advisors, LLC | 3,712 | $666.3K | 0.44% | +3,712 | New |
| Ritter Daniher Financial Advisory LLC | 3,718 | $667.4K | 0.32% | −48−1.3% | Reduced |
| Capstone Financial Advisors, Inc. | 3,724 | $668.4K | 0.06% | +151+4.2% | Added |
| High Falls Advisors, Inc | 3,731 | $669.6K | 0.21% | +1,005+36.9% | Added |
| Rice Hall James & Associates, LLC | 3,737 | $670.8K | 0.04% | −300−7.4% | Reduced |
| Zullo Investment Group, Inc. | 3,740 | $671.4K | 0.41% | +63+1.7% | Added |
| Greenwich Wealth Management LLC | 3,743 | $672.0K | 0.07% | −171−4.4% | Reduced |
| Achmea Investment Management B.V. | 3,995 | $672.0K | 0.02% | +477+13.6% | Added |
| Tortoise Investment Management, LLC | 3,746 | $672.4K | 0.12% | −1,025−21.5% | Reduced |
| Affinity Capital Advisors, LLC | 3,753 | $673.6K | 0.23% | −16−0.4% | Reduced |
| David R. Rahn & Associates Inc. | 3,763 | $675.4K | 0.34% | +16+0.4% | Added |
| Meixler Investment Management, Ltd. | 3,773 | $677.2K | 0.68% | −271−6.7% | Reduced |
| Round Rock Advisors, LLC | 3,785 | $679.4K | 0.28% | −100−2.6% | Reduced |
| Sterling Group Wealth Management, LLC | 3,795 | $681.1K | 0.67% | +3,795 | New |
| Lederer & Associates Investment Counsel | 3,800 | $682.0K | 0.56% | +3,800 | New |
| Fortune 45 LLC | 3,807 | $683.3K | 0.75% | +14+0.4% | Added |
| Bernardo Wealth Planning LLC | 3,810 | $683.9K | 0.32% | −24−0.6% | Reduced |
| Gerber Kawasaki Wealth & Investment Management | 3,812 | $684.2K | 0.06% | −65−1.7% | Reduced |
| Smart Money Group LLC | 3,822 | $686.0K | 0.36% | −96−2.5% | Reduced |
| Sage Mountain Advisors LLC | 3,822 | $686.0K | 0.16% | +287+8.1% | Added |
| Dempze Nancy E | 3,833 | $688.0K | 0.67% | +103+2.8% | Added |
| Renasant Bank | 3,834 | $688.2K | 0.52% | +54+1.4% | Added |
| Prosperity Financial Group, Inc. | 3,835 | $688.3K | 0.74% | +3,835 | New |
| WNY Asset Management, LLC | 3,851 | $691.2K | 0.19% | −38−1.0% | Reduced |
| Register Financial Advisors LLC | 3,853 | $691.5K | 0.44% | +3,853 | New |
| Maryland Capital Advisors Inc. | 3,856 | $692.1K | 0.65% | 00.0% | Unchanged |
| Pictet Bank & Trust Ltd | 3,860 | $692.8K | 0.81% | 00.0% | Unchanged |
| Baader Bank INC | 3,860 | $692.8K | 0.06% | 00.0% | Unchanged |
| New Jersey Better Educational Savings Trust | 3,861 | $693.0K | 2.04% | 00.0% | Unchanged |
| Vivaldi Capital Management, LLC | 3,959 | $693.5K | 0.17% | +141+3.7% | Added |
| Sterling Investment Counsel, LLC | 3,873 | $695.2K | 0.43% | −10.0% | Reduced |
| Financial Partners Group, Inc | 4,066 | $695.3K | 0.15% | +1,263+45.1% | Added |
| Pendal Group Limited | 3,876 | $695.7K | 0.01% | −385−9.0% | Reduced |
| CM Wealth Advisors LLC | 3,885 | $697.3K | 0.36% | −190−4.7% | Reduced |
| Campbell & CO Investment Adviser LLC | 3,886 | $697.5K | 0.17% | −2,774−41.7% | Reduced |
| Oxford Financial Group Ltd | 3,892 | $698.6K | 0.08% | +520+15.4% | Added |
| WealthBridge Investment Counsel Inc. | 3,900 | $700.0K | 0.31% | +3,900 | New |
| Key Client Fiduciary Advisors, LLC | 3,921 | $703.8K | 0.48% | +3,921 | New |
| Encompass Wealth Advisors, LLC | 3,922 | $704.0K | 0.26% | −11−0.3% | Reduced |
| Boothbay Fund Management, LLC | 3,923 | $704.1K | 0.02% | −3,670−48.3% | Reduced |
| Requisite Capital Management, LLC | 3,925 | $704.5K | 0.23% | +321+8.9% | Added |
| Elite Wealth Management, Inc. | 3,929 | $705.2K | 0.36% | +61+1.6% | Added |
| Horan Capital Advisors, LLC. | 3,930 | $705.4K | 0.31% | 00.0% | Unchanged |
| Perritt Capital Management Inc | 3,934 | $706.0K | 0.40% | −640−14.0% | Reduced |
| Cladis Investment Advisory, LLC | 3,935 | $706.3K | 0.70% | −200−4.8% | Reduced |
| Red Lighthouse Investment Management, LLC | 3,935 | $706.3K | 0.36% | +3,935 | New |
| Derbend Asset Management | 3,936 | $706.5K | 0.56% | −248−5.9% | Reduced |
| Avion Wealth | 4,929 | $708.0K | 0.22% | 00.0% | Unchanged |
| Golden Green, Inc. | 3,946 | $708.3K | 0.73% | −1,064−21.2% | Reduced |
| Paragon Private Wealth Management, LLC | 3,947 | $708.4K | 0.64% | +640+19.4% | Added |
| Dorchester Wealth Management Co | 3,950 | $709.0K | 0.17% | −100−2.5% | Reduced |
| Sovereign Financial Group, Inc. | 3,953 | $709.6K | 0.28% | +1,455+58.2% | Added |
| JNBA Financial Advisors | 3,979 | $714.2K | 0.10% | −515−11.5% | Reduced |
| Gateway Advisory, LLC | 3,985 | $715.0K | 0.18% | −8−0.2% | Reduced |
| Lebenthal Global Advisors, LLC | 3,985 | $715.2K | 0.24% | +3,985 | New |
| Castle Wealth Management LLC | 3,989 | $715.9K | 0.45% | +65+1.7% | Added |
| Octavia Wealth Advisors, LLC | 3,991 | $716.3K | 0.18% | −249−5.9% | Reduced |
| Mill Creek Capital Advisors, LLC | 3,993 | $716.7K | 0.03% | +3,993 | New |
| Boit C F David | 4,000 | $718.0K | 0.51% | 00.0% | Unchanged |
| Kenfarb & Co. | 4,000 | $718.0K | 0.64% | 00.0% | Unchanged |
| TCP Asset Management, LLC | 4,006 | $719.0K | 0.56% | +4,006 | New |
| Birchcreek Wealth Management, LLC | 4,007 | $719.2K | 0.64% | 00.0% | Unchanged |
| Beacon Investment Advisors LLC | 4,016 | $720.8K | 0.60% | +4,016 | New |
| Charter Oak Capital Management, LLC | 4,018 | $721.1K | 0.11% | +203+5.3% | Added |
| RDA Financial Network | 4,026 | $722.7K | 0.36% | −128−3.1% | Reduced |
| Nichols & Pratt Advisers LLP | 4,028 | $723.0K | 0.06% | −6−0.1% | Reduced |
| Atticus Wealth Management, LLC | 4,029 | $723.2K | 0.30% | +274+7.3% | Added |
| Kades & Cheifetz LLC | 4,032 | $723.7K | 0.60% | +4,032 | New |
| Costello Asset Management, INC | 4,033 | $723.9K | 0.65% | −62−1.5% | Reduced |
| Rosenblum Silverman Sutton S F Inc | 4,031 | $724.0K | 0.26% | −451−10.1% | Reduced |
| Wagner Wealth Management, LLC | 4,037 | $724.6K | 0.45% | +906+28.9% | Added |
| Kolinsky Wealth Management, LLC | 4,047 | $726.0K | 0.83% | −23−0.6% | Reduced |
| Clarity Wealth Advisors, LLC | 4,056 | $728.1K | 0.42% | −495−10.9% | Reduced |
| Trellis Advisors, LLC | 4,077 | $731.8K | 0.38% | −47−1.1% | Reduced |
| Rosenbaum Jay D. | 4,082 | $732.7K | 1.58% | +2,377+139.4% | Added |
| Exchange Capital Management, Inc. | 4,094 | $734.8K | 0.16% | −100−2.4% | Reduced |
| Cidel Asset Management Inc | 4,100 | $735.9K | 0.03% | 00.0% | Unchanged |
| Vigilant Capital Management, LLC | 4,103 | $736.0K | 0.06% | −336−7.6% | Reduced |
| Professional Advisory Services Inc | 4,100 | $736.0K | 0.12% | 00.0% | Unchanged |
| Bell Bank | 4,103 | $736.4K | 0.09% | −382−8.5% | Reduced |
| Beacon Capital Management, LLC | 4,112 | $738.1K | 0.25% | −1,241−23.2% | Reduced |
| First National Corp | 4,118 | $739.1K | 0.18% | +318+8.4% | Added |
| Heartwood Wealth Advisors LLC | 4,138 | $742.7K | 0.12% | −1,233−23.0% | Reduced |
| Samalin Investment Counsel, LLC | 4,143 | $743.6K | 0.47% | −91−2.1% | Reduced |
| Summit Asset Management, LLC | 4,152 | $745.3K | 0.22% | −255−5.8% | Reduced |
| Roberts Glore & Co Inc | 4,155 | $745.8K | 0.26% | −1,286−23.6% | Reduced |
| Agate Pass Investment Management, LLC | 4,162 | $747.0K | 0.53% | −43−1.0% | Reduced |
| LJI Wealth Management, LLC | 4,162 | $747.0K | 0.26% | +4,162 | New |
| McElhenny Sheffield Capital Management, LLC | 4,166 | $747.8K | 0.35% | −25−0.6% | Reduced |
| Wilson & Boucher Capital Management, LLC | 4,170 | $748.5K | 0.77% | −50−1.2% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 4,184 | $750.9K | 0.58% | +108+2.6% | Added |
| Shilanski & Associates, Inc. | 4,199 | $753.6K | 0.33% | +1,037+32.8% | Added |
| Carmichael Hill & Associates, Inc. | 4,207 | $755.2K | 0.42% | +674+19.1% | Added |
| Clark Financial Services Group Inc | 4,215 | $756.0K | 0.87% | −51−1.2% | Reduced |
| Altiora Financial Group, LLC | 4,212 | $756.0K | 0.38% | +4,212 | New |
| Corrado Advisors, LLC | 4,214 | $756.4K | 0.53% | +1,920+83.7% | Added |
| Northern Capital Management, Inc. | 4,216 | $756.7K | 0.73% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 4,217 | $756.9K | 0.11% | −588−12.2% | Reduced |
| Tectonic Advisors LLC | 4,224 | $758.2K | 0.12% | −174−4.0% | Reduced |
| Defined Wealth Management, LLC | 4,235 | $760.1K | 0.71% | +20.0% | Added |