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 |
|---|---|---|---|---|---|
| SOA Wealth Advisors, LLC. | 5,619 | $1.01M | 0.27% | −539−8.8% | Reduced |
| LBMC Investment Advisors, LLC | 5,627 | $1.01M | 0.11% | −213−3.6% | Reduced |
| Amica Retiree Medical Trust | 5,637 | $1.01M | 1.30% | −1,147−16.9% | Reduced |
| Crescent Grove Advisors, LLC | 5,646 | $1.01M | 0.11% | −425−7.0% | Reduced |
| Knollwood Investment Advisory, LLC | 5,660 | $1.02M | 0.40% | +5,660 | New |
| Infrastructure Capital Advisors, LLC | 5,670 | $1.02M | 0.20% | +958+20.3% | Added |
| Signature Wealth Management Partners, LLC | 5,690 | $1.02M | 1.01% | −200−3.4% | Reduced |
| AlphaQ Advisors LLC | 5,706 | $1.02M | 0.89% | +5,706 | New |
| Chilton Investment Co LLC | 5,708 | $1.02M | 0.03% | +2,766+94.0% | Added |
| Coco Enterprises, LLC | 5,710 | $1.02M | 0.86% | +29+0.5% | Added |
| Phillips Wealth Planners LLC | 6,000 | $1.03M | 1.79% | +6,000 | New |
| Stableford Capital II LLC | 5,859 | $1.03M | 0.56% | −929−13.7% | Reduced |
| Carson Advisory Inc. | 5,725 | $1.03M | 0.99% | +287+5.3% | Added |
| Wambolt & Associates, LLC | 5,746 | $1.03M | 0.40% | +833+17.0% | Added |
| Capital Investment Counsel, Inc | 5,749 | $1.03M | 0.24% | +1,520+35.9% | Added |
| First Business Financial Services, Inc. | 5,762 | $1.03M | 0.14% | +95+1.7% | Added |
| Independent Investors Inc | 5,770 | $1.04M | 0.29% | −600−9.4% | Reduced |
| Beirne Wealth Consulting Services, LLC | 5,770 | $1.04M | 0.51% | 00.0% | Unchanged |
| Central Bank & Trust Co | 5,772 | $1.04M | 0.20% | +866+17.7% | Added |
| JGP Wealth Management, LLC | 5,775 | $1.04M | 0.19% | 00.0% | Unchanged |
| Northern Financial Advisors Inc | 5,776 | $1.04M | 1.17% | +5,776 | New |
| D'Orazio & Associates, Inc. | 5,776 | $1.04M | 0.25% | +92+1.6% | Added |
| Opus Capital Group, LLC | 5,782 | $1.04M | 0.20% | +610+11.8% | Added |
| Sterneck Capital Management, LLC | 5,783 | $1.04M | 0.69% | 00.0% | Unchanged |
| Successful Portfolios LLC | 5,786 | $1.04M | 0.68% | +396+7.3% | Added |
| Y-Intercept (Hong Kong) Ltd | 5,800 | $1.04M | 0.15% | −72,986−92.6% | Reduced |
| Cascade Investment Advisors, Inc. | 5,808 | $1.04M | 0.87% | +135+2.4% | Added |
| Wealthquest Corp | 5,809 | $1.04M | 0.13% | −633−9.8% | Reduced |
| Shore Point Advisors, LLC | 5,820 | $1.04M | 0.86% | 00.0% | Unchanged |
| Founders Financial Securities LLC | 5,825 | $1.05M | 0.16% | −7,969−57.8% | Reduced |
| Bridgecreek Investment Management, LLC | 5,825 | $1.05M | 0.23% | 00.0% | Unchanged |
| Palisade Capital Management LLC | 5,831 | $1.05M | 0.03% | −23−0.4% | Reduced |
| WorthPointe, LLC | 5,849 | $1.05M | 0.75% | +85+1.5% | Added |
| Lakeview Capital Partners, LLC | 6,035 | $1.05M | 0.34% | +207+3.6% | Added |
| 626 Financial, LLC | 5,865 | $1.05M | 0.73% | +279+5.0% | Added |
| Legacy Wealth Asset Management, LLC | 5,866 | $1.05M | 0.40% | −82−1.4% | Reduced |
| Everhart Financial Group, Inc. | 5,869 | $1.05M | 0.53% | +708+13.7% | Added |
| Weaver Consulting Group | 5,871 | $1.05M | 0.54% | +49+0.8% | Added |
| David Loasby | 6,022 | $1.06M | 0.14% | +639+11.9% | Added |
| SAM Advisors, LLC | 5,883 | $1.06M | 0.47% | +5+0.1% | Added |
| NFP Retirement, Inc. | 5,898 | $1.06M | 0.23% | −179−2.9% | Reduced |
| Outfitter Financial LLC | 5,900 | $1.06M | 0.96% | 00.0% | Unchanged |
| Cable Hill Partners, LLC | 5,903 | $1.06M | 0.19% | −327−5.2% | Reduced |
| Key Financial Inc | 7,377 | $1.06M | 0.50% | 00.0% | Unchanged |
| Dixon Fnancial Services, Inc. | 5,906 | $1.06M | 0.75% | −796−11.9% | Reduced |
| Appleton Partners Inc | 5,913 | $1.06M | 0.10% | −87−1.5% | Reduced |
| Armstrong Advisory Group, Inc | 5,917 | $1.06M | 0.14% | +5,917 | New |
| Spouting Rock Asset Management, LLC | 5,919 | $1.06M | 0.79% | 00.0% | Unchanged |
| DMG Group, LLC | 6,108 | $1.06M | 1.20% | −1,281−17.3% | Reduced |
| Old North State Trust, LLC | 5,928 | $1.06M | 0.70% | +3,000+102.5% | Added |
| Jmac Enterprises LLC | 5,930 | $1.06M | 0.29% | −448−7.0% | Reduced |
| Mayfair Advisory Group, LLC | 6,107 | $1.07M | 1.36% | −72−1.2% | Reduced |
| Hoey Investments, Inc | 5,967 | $1.07M | 0.47% | +552+10.2% | Added |
| Wealth Quarterback LLC | 5,975 | $1.07M | 0.89% | +129+2.2% | Added |
| Elk River Wealth Management, LLC | 5,992 | $1.08M | 0.26% | +126+2.1% | Added |
| Legacy Wealth Management, LLC | 5,995 | $1.08M | 0.64% | 00.0% | Unchanged |
| Cozad Asset Management Inc | 6,006 | $1.08M | 0.15% | +474+8.6% | Added |
| Westmount Partners, LLC | 6,013 | $1.08M | 0.56% | +6,013 | New |
| Donald L. Hagan, LLC | 6,029 | $1.08M | 0.68% | +633+11.7% | Added |
| Cambria Investment Management, L.P. | 6,032 | $1.08M | 0.09% | +2,320+62.5% | Added |
| Rock Creek Group, LP | 6,033 | $1.08M | 0.13% | +790+15.1% | Added |
| Curran Financial Partners, LLC | 6,037 | $1.08M | 0.52% | −387−6.0% | Reduced |
| Aberdeen Wealth Management LLC | 6,052 | $1.09M | 0.82% | −227−3.6% | Reduced |
| Chickasaw Capital Management LLC | 6,062 | $1.09M | 0.06% | −70−1.1% | Reduced |
| GraniteShares Advisors LLC | 6,071 | $1.09M | 0.90% | +6,071 | New |
| Centennial Wealth Advisory LLC | 6,082 | $1.09M | 0.61% | +1,904+45.6% | Added |
| Core Wealth Partners LLC | 12,279 | $1.09M | 1.35% | +12,279 | New |
| Westover Capital Advisors, LLC | 6,089 | $1.09M | 0.43% | +266+4.6% | Added |
| Waterfront Wealth Inc. | 6,095 | $1.09M | 0.38% | +22+0.4% | Added |
| Bowen Hanes & Co Inc | 6,101 | $1.10M | 0.04% | +380+6.6% | Added |
| Barrett & Company, Inc. | 6,113 | $1.10M | 0.72% | 00.0% | Unchanged |
| Massachusetts Financial Services Co | 6,131 | $1.10M | 0.00% | +3,244+112.4% | Added |
| Vishria Bird Financial Group, LLC | 6,133 | $1.10M | 0.77% | 00.0% | Unchanged |
| Millennium Capital Advisors, LLC | 6,137 | $1.10M | 1.11% | +30.0% | Added |
| RW Investment Management LLC | 6,147 | $1.10M | 0.43% | +6,147 | New |
| Fortress Wealth Group, LLC | 6,148 | $1.10M | 0.77% | +657+12.0% | Added |
| Orser Capital Management, LLC | 6,158 | $1.11M | 1.60% | +6,158 | New |
| Global Trust Asset Management, LLC | 6,160 | $1.11M | 0.56% | +1,552+33.7% | Added |
| Financial Management Network Inc | 6,444 | $1.11M | 0.49% | −248−3.7% | Reduced |
| Forbes J M & Co LLP | 6,217 | $1.12M | 0.16% | +225+3.8% | Added |
| Sound Financial Strategies Group, LLC | 6,219 | $1.12M | 0.81% | +6,219 | New |
| Cornerstone National Bank & Trust Co | 6,226 | $1.12M | 0.62% | −68−1.1% | Reduced |
| Corundum Group, Inc. | 6,231 | $1.12M | 0.63% | +124+2.0% | Added |
| Lineweaver Wealth Advisors, LLC | 6,245 | $1.12M | 0.34% | −119−1.9% | Reduced |
| Lion Street Advisors, LLC | 9,812 | $1.12M | 0.59% | +30.0% | Added |
| MONECO Advisors, LLC | 6,260 | $1.12M | 0.41% | +482+8.3% | Added |
| WestHill Financial Advisors, Inc. | 6,260 | $1.12M | 0.36% | −1,343−17.7% | Reduced |
| Mountain Pacific Investment Advisers Inc | 6,269 | $1.13M | 0.08% | −400−6.0% | Reduced |
| MBA Advisors LLC | 6,273 | $1.13M | 0.74% | −359−5.4% | Reduced |
| InTrack Investment Management Inc | 6,277 | $1.13M | 1.13% | +6,277 | New |
| WBI Investments | 6,278 | $1.13M | 0.24% | +6,278 | New |
| Cedar Brook Financial Partners, LLC | 6,282 | $1.13M | 0.32% | +41+0.7% | Added |
| Cim Investment Mangement Inc | 6,284 | $1.13M | 0.44% | −176−2.7% | Reduced |
| First National Bank of South Miami | 6,288 | $1.13M | 0.84% | −90−1.4% | Reduced |
| City State Bank | 6,296 | $1.13M | 0.70% | +76+1.2% | Added |
| Forte Capital LLC | 6,299 | $1.13M | 0.19% | −537−7.9% | Reduced |
| Executive Wealth Management, LLC | 6,330 | $1.14M | 0.14% | +6,330 | New |
| Manchester Capital Management LLC | 6,355 | $1.14M | 0.17% | +4,098+181.6% | Added |
| Keel Point, LLC | 6,365 | $1.14M | 0.18% | +1,668+35.5% | Added |
| Cambridge Advisors Inc. | 6,365 | $1.14M | 0.31% | 00.0% | Unchanged |