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
- 3,288
- +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
- 1,306 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 | 4,311 | $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, 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 |
|---|---|---|---|---|---|
| Diamant Asset Management, Inc. | 4,246 | $762.1K | 0.68% | 00.0% | Unchanged |
| First National Bank Sioux Falls | 4,247 | $762.3K | 0.55% | −274−6.1% | Reduced |
| Moss Adams Wealth Advisors LLC | 4,250 | $762.9K | 0.38% | +4,250 | New |
| Overbrook Management Corp | 4,254 | $763.5K | 0.22% | 00.0% | Unchanged |
| Atlas Private Wealth Management | 4,261 | $764.8K | 0.35% | 00.0% | Unchanged |
| Advisory Resource Group | 4,270 | $766.4K | 0.23% | +9+0.2% | Added |
| Act Wealth Management, LLC | 4,279 | $768.0K | 0.49% | −466−9.8% | Reduced |
| Relyea Zuckerberg Hanson LLC | 4,293 | $770.6K | 0.22% | +513+13.6% | Added |
| Summit Financial, LLC | 4,300 | $771.9K | 0.07% | −3,149−42.3% | Reduced |
| Glassman Wealth Services | 4,302 | $772.2K | 0.14% | −250−5.5% | Reduced |
| Vaughan & Co Securities, Inc. | 4,309 | $773.4K | 0.62% | −170−3.8% | Reduced |
| Western Financial Corp | 4,326 | $776.6K | 0.50% | +4,326 | New |
| Crestmont Private Wealth LLC | 4,334 | $777.9K | 0.53% | +35+0.8% | Added |
| New Millennium Group LLC | 4,349 | $780.7K | 0.83% | +53+1.2% | Added |
| Collective Family Office LLC | 4,359 | $782.3K | 0.35% | −719−14.2% | Reduced |
| Biechele Royce Advisors | 4,368 | $784.0K | 0.32% | +100+2.3% | Added |
| Tevis Investment Management | 4,371 | $784.6K | 0.84% | −35−0.8% | Reduced |
| Harbor Advisors LLC | 4,372 | $784.7K | 0.20% | 00.0% | Unchanged |
| Addison Advisors LLC | 4,377 | $785.6K | 0.47% | −124−2.8% | Reduced |
| Sterling Financial Group, Inc. | 4,379 | $786.0K | 0.60% | +4,379 | New |
| Michael B. Yongue | 4,406 | $790.8K | 0.74% | −372−7.8% | Reduced |
| First American Trust, FSB | 4,408 | $791.0K | 0.12% | +649+17.3% | Added |
| Cercano Management LLC | 4,407 | $791.0K | 0.03% | +4,407 | New |
| RVW Wealth, LLC | 4,410 | $791.6K | 0.10% | +116+2.7% | Added |
| Cornerstone Capital, Inc. | 4,411 | $791.7K | 0.10% | −120−2.6% | Reduced |
| Obermeyer Wood Investment Counsel, LLLP | 4,423 | $794.0K | 0.06% | −14−0.3% | Reduced |
| SMH Capital Advisors Inc | 4,426 | $794.4K | 1.16% | +9+0.2% | Added |
| Perennial Investment Advisors, LLC | 4,448 | $798.4K | 0.32% | +20+0.5% | Added |
| R.m.sincerbeaux Capital Management LLC | 4,450 | $798.7K | 0.57% | 00.0% | Unchanged |
| Virtus ETF Advisers LLC | 4,457 | $800.0K | 0.42% | −217−4.6% | Reduced |
| Nova R Wealth, Inc. | 4,464 | $801.3K | 0.59% | +25+0.6% | Added |
| L2 Asset Management, LLC | 4,465 | $801.4K | 0.52% | +529+13.4% | Added |
| Barry Investment Advisors, LLC | 4,468 | $801.9K | 0.25% | −160−3.5% | Reduced |
| Perennial Advisors, LLC | 4,468 | $802.0K | 0.26% | −72−1.6% | Reduced |
| Eldridge Investment Advisors, Inc. | 4,486 | $805.0K | 0.28% | +40+0.9% | Added |
| Heirloom Wealth Management | 4,486 | $805.2K | 0.50% | +4,486 | New |
| Ballew Advisors, Inc | 4,551 | $805.8K | 0.62% | −31−0.7% | Reduced |
| Ellis Investment Partners, LLC | 4,493 | $806.5K | 0.22% | −221−4.7% | Reduced |
| Private Management Group Inc | 4,498 | $807.3K | 0.04% | +577+14.7% | Added |
| SBK Financial, Inc. | 4,500 | $807.7K | 1.28% | 00.0% | Unchanged |
| Sherbrooke Park Advisers LLC | 4,500 | $807.7K | 0.59% | +4,500 | New |
| Bridgeworth, LLC | 4,503 | $808.2K | 0.13% | +267+6.3% | Added |
| J. L. Bainbridge & Co., Inc. | 4,518 | $811.0K | 0.13% | −52−1.1% | Reduced |
| Cassady Schiller Wealth Management, LLC | 4,528 | $812.8K | 0.50% | −53−1.2% | Reduced |
| Vision Capital Management, Inc. | 4,530 | $813.1K | 0.16% | 00.0% | Unchanged |
| Tanglewood Legacy Advisors, LLC | 4,537 | $814.3K | 0.58% | +4,537 | New |
| Strategic Wealth Partners, Ltd. | 4,538 | $814.5K | 0.15% | +555+13.9% | Added |
| SRN Advisors, LLC | 4,539 | $814.7K | 0.81% | +4,539 | New |
| Cedrus LLC | 4,539 | $814.8K | 0.66% | +322+7.6% | Added |
| Axiom Investors LLC | 4,540 | $814.9K | 0.02% | +1,280+39.3% | Added |
| Smith Anglin Financial, LLC | 4,557 | $818.0K | 0.15% | +85+1.9% | Added |
| West Branch Capital LLC | 4,559 | $818.4K | 0.51% | +4+0.1% | Added |
| Cottonwood Capital Advisors, LLC | 4,566 | $819.6K | 0.73% | −32−0.7% | Reduced |
| First Capital Advisors Group, LLC. | 4,570 | $820.2K | 0.56% | −718−13.6% | Reduced |
| Vantage Consulting Group Inc | 4,574 | $821.0K | 0.48% | −540−10.6% | Reduced |
| Syntax Advisors, LLC | 4,574 | $821.0K | 0.68% | −540−10.6% | Reduced |
| Salomon & Ludwin, LLC | 4,575 | $821.1K | 0.10% | +237+5.5% | Added |
| Catalyst Financial Partners LLC | 4,579 | $821.9K | 0.42% | +4,579 | New |
| Glass Jacobson Investment Advisors llc | 4,589 | $823.6K | 0.41% | +4,589 | New |
| Eubel Brady & Suttman Asset Management Inc | 4,599 | $825.0K | 0.13% | −11−0.2% | Reduced |
| Financial Management Professionals, Inc. | 4,594 | $825.0K | 0.17% | +157+3.5% | Added |
| Foster Group, Inc. | 4,601 | $825.8K | 0.06% | +144+3.2% | Added |
| Stiles Financial Services Inc | 4,603 | $826.2K | 0.47% | −179−3.7% | Reduced |
| Verity Asset Management, Inc. | 4,605 | $826.6K | 0.71% | +1,010+28.1% | Added |
| Lokken Investment Group LLC | 4,607 | $826.9K | 0.65% | +281+6.5% | Added |
| BCS Wealth Management | 4,618 | $829.0K | 0.35% | 00.0% | Unchanged |
| Kinsale Capital Group, Inc. | 4,640 | $832.8K | 0.73% | +4,640 | New |
| Stephenson National Bank & Trust | 4,648 | $834.0K | 0.53% | +386+9.1% | Added |
| Claar Advisors LLC | 4,650 | $834.6K | 0.37% | +1,050+29.2% | Added |
| Mendel Capital Management LLC | 4,663 | $837.0K | 0.87% | +59+1.3% | Added |
| Hamilton Capital, LLC | 4,669 | $838.0K | 0.05% | +849+22.2% | Added |
| Deseret Mutual Benefit Administrators | 4,669 | $838.0K | 0.34% | −5,466−53.9% | Reduced |
| WESPAC Advisors, LLC | 4,669 | $838.1K | 1.45% | −454−8.9% | Reduced |
| Talisman Wealth Advisors LLC | 4,672 | $839.0K | 1.78% | +4,672 | New |
| Clarity Financial LLC | 4,680 | $840.0K | 0.16% | +2,045+77.6% | Added |
| Elgethun Capital Management | 4,776 | $841.3K | 0.30% | −38−0.8% | Reduced |
| MKT Advisors LLC | 4,804 | $841.7K | 0.63% | −41−0.8% | Reduced |
| Landmark Financial Advisors, LLC | 4,690 | $841.8K | 0.39% | +103+2.2% | Added |
| Larson Financial Group LLC | 4,693 | $842.4K | 0.10% | −685−12.7% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 4,702 | $843.9K | 0.41% | +8+0.2% | Added |
| Alta Advisers Ltd | 4,700 | $844.0K | 0.51% | 00.0% | Unchanged |
| Security Asset Management | 4,706 | $844.7K | 0.47% | 00.0% | Unchanged |
| Angeles Wealth Management, LLC | 4,737 | $850.2K | 0.15% | +1,053+28.6% | Added |
| JB Capital LLC | 4,738 | $850.5K | 0.08% | +279+6.3% | Added |
| Triad Financial Advisors, Inc. | 4,740 | $850.8K | 0.38% | +20+0.4% | Added |
| Cornerstone Advisory, LLC | 4,745 | $851.7K | 0.17% | +1,262+36.2% | Added |
| Moulton Wealth Management, Inc | 4,846 | $852.4K | 2.92% | 00.0% | Unchanged |
| Hummer Financial Advisory Services Inc | 4,753 | $853.1K | 0.94% | 00.0% | Unchanged |
| Lumature Wealth Partners, LLC | 4,757 | $853.8K | 0.48% | −1,127−19.2% | Reduced |
| S.C. Financial Services, Inc. | 4,761 | $854.5K | 1.31% | +718+17.8% | Added |
| Atlas Private Wealth Advisors | 4,768 | $855.8K | 0.46% | −195−3.9% | Reduced |
| Vista Investment Management | 4,769 | $856.0K | 0.49% | +274+6.1% | Added |
| Morris Retirement Advisors, LLC | 4,770 | $856.1K | 0.67% | −689−12.6% | Reduced |
| Carderock Capital Management Inc | 4,776 | $857.0K | 0.36% | −130−2.6% | Reduced |
| HTG Investment Advisors, Inc. | 4,776 | $857.2K | 0.87% | +4,776 | New |
| Greenwood Gearhart Inc | 4,777 | $857.4K | 0.12% | 00.0% | Unchanged |
| Ethos Financial Group, LLC | 4,791 | $860.6K | 0.29% | +4,791 | New |
| PBMares Wealth Management LLC | 4,801 | $861.7K | 0.35% | +300+6.7% | Added |
| James Hambro & Partners | 4,800 | $861.7K | 0.07% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 4,802 | $861.9K | 0.18% | −173−3.5% | Reduced |