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 |
|---|---|---|---|---|---|
| Benchmark Investment Advisors LLC | 7,430 | $1.33M | 1.41% | +256+3.6% | Added |
| Girard Partners Ltd. | 7,460 | $1.34M | 0.15% | +1,963+35.7% | Added |
| Coastal Bridge Advisors, LLC | 7,491 | $1.34M | 0.38% | +1,078+16.8% | Added |
| Hexagon Capital Partners LLC | 7,500 | $1.35M | 0.39% | −706−8.6% | Reduced |
| St. Johns Investment Management Company, LLC | 7,504 | $1.35M | 0.80% | −43−0.6% | Reduced |
| Strategic Financial Services, Inc, | 7,543 | $1.35M | 0.11% | −1,840−19.6% | Reduced |
| MCF Advisors LLC | 7,565 | $1.36M | 0.14% | +477+6.7% | Added |
| Gryphon Financial Partners LLC | 7,566 | $1.36M | 0.33% | +195+2.6% | Added |
| Vantage Financial Partners Ltd., Inc. | 7,575 | $1.36M | 0.78% | −175−2.3% | Reduced |
| M&R Capital Management Inc | 7,580 | $1.36M | 0.37% | +674+9.8% | Added |
| Summit Place Financial Advisors, LLC | 7,589 | $1.36M | 1.12% | −175−2.3% | Reduced |
| Roof Eidam & Maycock | 7,618 | $1.37M | 0.48% | −1,324−14.8% | Reduced |
| PSI Advisors, LLC | 7,625 | $1.37M | 0.73% | +733+10.6% | Added |
| IAM Advisory, LLC | 7,627 | $1.37M | 0.50% | +265+3.6% | Added |
| McGowan Group Asset Management, Inc. | 7,632 | $1.37M | 0.22% | +1,969+34.8% | Added |
| Windsor Capital Management, LLC | 7,639 | $1.37M | 0.50% | −140−1.8% | Reduced |
| Magnolia Capital Advisors LLC | 7,644 | $1.37M | 0.91% | +122+1.6% | Added |
| MBL Wealth, LLC | 7,642 | $1.37M | 0.26% | +204+2.7% | Added |
| BEAM Asset Management, LLC | 7,651 | $1.37M | 1.43% | +1,333+21.1% | Added |
| Allegheny Financial Group LTD | 7,656 | $1.37M | 0.57% | −8−0.1% | Reduced |
| Monticello Wealth Management, LLC | 7,677 | $1.38M | 0.15% | −35−0.5% | Reduced |
| Endurance Wealth Management, Inc. | 7,678 | $1.38M | 0.21% | +55+0.7% | Added |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 7,706 | $1.38M | 0.28% | +6,190+408.3% | Added |
| Castellan Group, LLC | 7,717 | $1.39M | 0.97% | −148−1.9% | Reduced |
| Gilbert & Cook, Inc. | 7,766 | $1.39M | 0.25% | −231−2.9% | Reduced |
| American State Bank (Iowa) | 7,778 | $1.40M | 1.08% | −231−2.9% | Reduced |
| Ackerman Capital Advisors, LLC | 7,779 | $1.40M | 0.38% | +62+0.8% | Added |
| Moseley Investment Management Inc | 7,803 | $1.40M | 1.00% | +190+2.5% | Added |
| 1620 Investment Advisors, Inc. | 7,808 | $1.40M | 1.71% | +70+0.9% | Added |
| Patriot Financial Group Insurance Agency, LLC | 7,826 | $1.40M | 0.32% | +417+5.6% | Added |
| RFP Financial Group LLC | 7,830 | $1.41M | 0.63% | +7,830 | New |
| Court Place Advisors, LLC | 7,846 | $1.41M | 0.51% | +94+1.2% | Added |
| St Germain D J Co Inc | 18,941 | $1.41M | 0.47% | +7,251+62.0% | Added |
| Apeiron RIA LLC | 7,859 | $1.41M | 0.54% | +52+0.7% | Added |
| Red Spruce Capital, LLC | 7,867 | $1.41M | 0.90% | +572+7.8% | Added |
| Washington Trust Advisors, Inc. | 7,869 | $1.41M | 0.15% | −1,241−13.6% | Reduced |
| Consilium Wealth Advisory, LLC | 7,870 | $1.41M | 1.20% | +2,081+35.9% | Added |
| Sturgeon Ventures LLP | 7,871 | $1.41M | 1.14% | +7,871 | New |
| Terra Nova Asset Management LLC | 7,880 | $1.41M | 1.48% | −328−4.0% | Reduced |
| Mogy Joel R Investment Counsel Inc | 7,893 | $1.42M | 0.14% | −4,375−35.7% | Reduced |
| Prostatis Group LLC | 7,902 | $1.42M | 0.87% | +7,902 | New |
| First Western Trust Bank | 7,904 | $1.42M | 0.08% | +73+0.9% | Added |
| Kovitz Investment Group Partners, LLC | 7,903 | $1.42M | 0.03% | −148−1.8% | Reduced |
| Apella Capital, LLC | 7,908 | $1.42M | 0.13% | +1,192+17.7% | Added |
| Doheny Asset Management | 7,910 | $1.42M | 1.65% | −1,994−20.1% | Reduced |
| CFO4Life Group, LLC | 7,918 | $1.42M | 0.30% | +418+5.6% | Added |
| CFO4Life, L.P. | 7,918 | $1.42M | 0.30% | +7,918 | New |
| Leisure Capital Management | 7,937 | $1.42M | 0.74% | +143+1.8% | Added |
| 3Chopt Investment Partners, LLC | 7,965 | $1.43M | 0.78% | +7,965 | New |
| Financial Architects, Inc | 7,985 | $1.43M | 0.24% | +1,327+19.9% | Added |
| Solitude Financial Services | 7,986 | $1.43M | 0.98% | −70−0.9% | Reduced |
| Wulff, Hansen & Co. | 7,990 | $1.43M | 1.74% | 00.0% | Unchanged |
| Canal Capital Management, LLC | 8,007 | $1.44M | 0.35% | +515+6.9% | Added |
| Estate Counselors, LLC | 8,013 | $1.44M | 0.20% | 00.0% | Unchanged |
| DRW Securities, LLC | 8,022 | $1.44M | 0.29% | +8,022 | New |
| Indiana Trust & Investment Management CO | 8,045 | $1.44M | 0.81% | −400−4.7% | Reduced |
| Sargent Investment Group, LLC | 8,068 | $1.45M | 0.45% | −265−3.2% | Reduced |
| Dividend Assets Capital, LLC | 8,122 | $1.46M | 0.31% | 00.0% | Unchanged |
| Schmidt P J Investment Management Inc | 8,154 | $1.46M | 0.33% | +37+0.5% | Added |
| Bedel Financial Consulting, Inc. | 8,167 | $1.47M | 0.36% | −25−0.3% | Reduced |
| Retirement Planning Co of New England, Inc. | 8,170 | $1.47M | 0.96% | +48+0.6% | Added |
| Compass Financial Advisors LLC | 8,175 | $1.47M | 1.98% | −105−1.3% | Reduced |
| Covenant Asset Management, LLC | 8,187 | $1.47M | 0.53% | +2,224+37.3% | Added |
| Donoghue Forlines LLC | 8,187 | $1.47M | 0.52% | +3,591+78.1% | Added |
| Apriem Advisors | 8,191 | $1.47M | 0.25% | +214+2.7% | Added |
| Caas Capital Management LP | 8,200 | $1.47M | 0.28% | −16,500−66.8% | Reduced |
| SkyOak Wealth, LLC | 8,202 | $1.47M | 0.49% | −25−0.3% | Reduced |
| Edge Wealth Management LLC | 8,243 | $1.47M | 0.34% | −10−0.1% | Reduced |
| Connolly Sarah T. | 8,208 | $1.47M | 1.00% | +572+7.5% | Added |
| S.A. Mason LLC | 8,228 | $1.48M | 1.11% | +40.0% | Added |
| Paragon Capital Management LLC | 8,260 | $1.48M | 0.92% | +457+5.9% | Added |
| Ledge Wealth Management, Inc. | 8,290 | $1.49M | 0.68% | +1,843+28.6% | Added |
| Two Sigma Investments, LP | 8,300 | $1.49M | 0.00% | −7,900−48.8% | Reduced |
| Aveo Capital Partners, LLC | 8,308 | $1.49M | 0.22% | +474+6.1% | Added |
| TrinityPoint Wealth, LLC | 8,308 | $1.49M | 0.34% | +55+0.7% | Added |
| Valley Brook Capital Group | 8,325 | $1.49M | 1.43% | +101+1.2% | Added |
| WealthBridge Capital Management, LLC | 8,337 | $1.50M | 0.63% | +972+13.2% | Added |
| CoreCommodity Management, LLC | 8,346 | $1.50M | 0.46% | −23−0.3% | Reduced |
| Claro Advisors LLC | 8,373 | $1.50M | 0.49% | +1,281+18.1% | Added |
| Genesee Capital Advisors, LLC | 8,381 | $1.50M | 1.12% | +798+10.5% | Added |
| Modera Wealth Management, LLC | 8,381 | $1.50M | 0.06% | −119−1.4% | Reduced |
| Lavaca Capital LLC | 8,323 | $1.50M | 0.60% | 00.0% | Unchanged |
| Searle & Co. | 8,403 | $1.51M | 0.51% | −8−0.1% | Reduced |
| Ballast Advisors LLC | 8,403 | $1.51M | 0.66% | +2,017+31.6% | Added |
| Citizens & Northern Corp | 8,418 | $1.51M | 0.62% | −154−1.8% | Reduced |
| WMS Partners, LLC | 8,426 | $1.51M | 0.15% | −100−1.2% | Reduced |
| Amarillo National Bank | 8,436 | $1.51M | 0.35% | 00.0% | Unchanged |
| Park Place Capital Corp | 8,455 | $1.52M | 0.43% | +8,455 | New |
| Core Wealth Advisors, Inc. | 8,458 | $1.52M | 0.66% | +8,458 | New |
| First Commonwealth Financial Corp | 8,468 | $1.52M | 0.57% | −685−7.5% | Reduced |
| Sargent Bickham Lagudis LLC | 8,472 | $1.52M | 0.12% | +455+5.7% | Added |
| Drive Wealth Management, LLC | 8,479 | $1.52M | 0.76% | +4,060+91.9% | Added |
| Warther Private Wealth, LLC | 8,571 | $1.54M | 1.15% | −1,505−14.9% | Reduced |
| Investment Partners, Ltd. | 8,576 | $1.54M | 0.81% | −13,434−61.0% | Reduced |
| CVA Family Office, LLC | 8,577 | $1.54M | 0.37% | −35−0.4% | Reduced |
| Walker Asset Management, LLC | 8,578 | $1.54M | 1.34% | −31−0.4% | Reduced |
| Timber Creek Capital Management LLC | 8,604 | $1.54M | 0.58% | −80−0.9% | Reduced |
| Thrive Wealth Management, LLC | 8,617 | $1.55M | 0.44% | +1,109+14.8% | Added |
| Energy Opportunities Capital Management, LLC | 8,645 | $1.55M | 4.51% | −410−4.5% | Reduced |
| Seeyond | 8,668 | $1.56M | 0.15% | +1,388+19.1% | Added |