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 |
|---|---|---|---|---|---|
| Fortitude Advisory Group L.L.C. | 8,672 | $1.56M | 1.35% | +129+1.5% | Added |
| StrategIQ Financial Group, LLC | 8,683 | $1.56M | 0.18% | −185−2.1% | Reduced |
| Evergreen Wealth Solutions, LLC | 8,710 | $1.56M | 2.06% | −196−2.2% | Reduced |
| Manhattan West Asset Management, LLC | 8,766 | $1.57M | 0.80% | +489+5.9% | Added |
| Mastrapasqua Asset Management Inc | 8,771 | $1.57M | 0.21% | +977+12.5% | Added |
| Cypress Wealth Services, LLC | 8,812 | $1.58M | 0.51% | +22+0.3% | Added |
| Wolff Financial Management LLC | 8,828 | $1.58M | 0.59% | +30.0% | Added |
| Rice Partnership, LLC | 8,830 | $1.58M | 0.50% | +748+9.3% | Added |
| First Command Bank | 8,836 | $1.59M | 0.20% | +123+1.4% | Added |
| First Command Financial Services, Inc. | 8,836 | $1.59M | 0.20% | +123+1.4% | Added |
| Capstone Wealth Management Group, LLC | 8,875 | $1.59M | 1.71% | −509−5.4% | Reduced |
| Centric Wealth Management | 8,896 | $1.60M | 0.81% | +170+1.9% | Added |
| Blue Fin Capital, Inc. | 8,901 | $1.60M | 0.59% | +4,432+99.2% | Added |
| McDaniel Terry & Co | 8,905 | $1.60M | 0.19% | +7+0.1% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 9,033 | $1.60M | 0.98% | −334−3.6% | Reduced |
| Parkside Financial Bank & Trust | 8,912 | $1.60M | 0.46% | +661+8.0% | Added |
| Kowal Investment Group, LLC | 8,913 | $1.60M | 0.48% | +369+4.3% | Added |
| Cadent Capital Advisors, LLC | 8,939 | $1.60M | 0.96% | +2,427+37.3% | Added |
| Advisory Alpha, LLC | 8,965 | $1.61M | 0.11% | +256+2.9% | Added |
| Gradient Capital Advisors, LLC | 8,966 | $1.61M | 0.73% | 00.0% | Unchanged |
| Boston Research & Management Inc | 8,983 | $1.61M | 0.50% | −80−0.9% | Reduced |
| Pacific Sage Partners, LLC | 8,984 | $1.61M | 0.54% | +8,984 | New |
| Plancorp, LLC | 8,986 | $1.61M | 0.10% | +26+0.3% | Added |
| Brandywine Oak Private Wealth LLC | 8,991 | $1.61M | 0.20% | −469−5.0% | Reduced |
| Vise Technologies, Inc. | 8,995 | $1.61M | 0.51% | +1,696+23.2% | Added |
| Needham Investment Management LLC | 9,000 | $1.62M | 0.29% | 00.0% | Unchanged |
| Menard Financial Group LLC | 9,005 | $1.62M | 3.85% | −2,261−20.1% | Reduced |
| Wells Trecaso Financial Group, LLC | 9,007 | $1.62M | 0.81% | +26+0.3% | Added |
| Tradition Wealth Management, LLC | 9,030 | $1.62M | 0.23% | −453−4.8% | Reduced |
| Relative Value Partners Group, LLC | 9,037 | $1.62M | 0.11% | +727+8.7% | Added |
| KLCM Advisors, Inc. | 9,048 | $1.62M | 0.33% | −147−1.6% | Reduced |
| Compton Capital Management Inc | 9,054 | $1.63M | 1.17% | −400−4.2% | Reduced |
| Virtue Capital Management, LLC | 9,082 | $1.63M | 0.25% | +7,083+354.3% | Added |
| Pinnacle Wealth Management, LLC | 9,083 | $1.63M | 1.96% | −2,993−24.8% | Reduced |
| Advisory Research Inc | 9,083 | $1.63M | 0.15% | −1,089−10.7% | Reduced |
| Firestone Capital Management | 9,104 | $1.63M | 0.61% | 00.0% | Unchanged |
| Curi Capital | 9,106 | $1.63M | 0.23% | +566+6.6% | Added |
| Adalta Capital Management LLC | 9,118 | $1.64M | 1.15% | 00.0% | Unchanged |
| World Equity Group, Inc. | 9,162 | $1.64M | 0.39% | +327+3.7% | Added |
| Harrell Investment Partners, LLC | 9,198 | $1.65M | 0.65% | +13+0.1% | Added |
| Legacy Bridge, LLC | 9,218 | $1.65M | 1.18% | +464+5.3% | Added |
| Wintrust Investments LLC | 9,237 | $1.66M | 0.22% | +529+6.1% | Added |
| Cravens & Co Advisors, LLC | 9,247 | $1.66M | 1.54% | +9,247 | New |
| Heritage Wealth Advisors | 9,248 | $1.66M | 0.10% | −1,088−10.5% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 9,260 | $1.66M | 0.83% | −176−1.9% | Reduced |
| RSM US Wealth Management LLC | 9,325 | $1.66M | 0.08% | +3,003+47.5% | Added |
| FOCUS Wealth Advisors, LLC | 9,294 | $1.67M | 1.15% | −34−0.4% | Reduced |
| LifePro Asset Management | 9,333 | $1.68M | 1.22% | −311−3.2% | Reduced |
| Plante Moran Financial Advisors, LLC | 9,363 | $1.68M | 0.24% | +230+2.5% | Added |
| Colonial River Wealth Management, LLC | 9,371 | $1.68M | 1.07% | +1,885+25.2% | Added |
| Front Street Capital Management, Inc. | 9,380 | $1.68M | 0.40% | −63−0.7% | Reduced |
| Adviser Investments LLC | 9,639 | $1.69M | 0.04% | +24+0.2% | Added |
| Ford Financial Group, LLC | 9,430 | $1.69M | 0.67% | +243+2.6% | Added |
| Ignite Planners, LLC | 9,419 | $1.69M | 0.71% | +3,990+73.5% | Added |
| RMR Wealth Builders | 9,438 | $1.69M | 0.38% | +673+7.7% | Added |
| Sweet Financial Partners, LLC | 9,450 | $1.70M | 0.50% | +73+0.8% | Added |
| Oak Hill Wealth Advisors, LLC | 9,450 | $1.70M | 0.70% | +9,450 | New |
| Andesa Financial Management Inc. | 9,468 | $1.70M | 0.93% | −4,166−30.6% | Reduced |
| Meridian Wealth Advisors, LLC | 9,497 | $1.70M | 0.44% | −11,740−55.3% | Reduced |
| Pensionmark Financial Group, LLC | 9,506 | $1.71M | 0.39% | −585−5.8% | Reduced |
| Fishman Jay A Ltd | 9,513 | $1.71M | 0.24% | +50+0.5% | Added |
| TBH Global Asset Management, LLC | 9,527 | $1.71M | 0.42% | −300−3.1% | Reduced |
| AFS Financial Group, LLC | 9,537 | $1.71M | 1.22% | +9,537 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 9,578 | $1.72M | 0.13% | −550−5.4% | Reduced |
| BOS Asset Management, LLC | 9,587 | $1.72M | 1.54% | +9,587 | New |
| Sandbox Financial Partners, LLC | 9,597 | $1.72M | 1.19% | +3,365+54.0% | Added |
| FinTrust Capital Advisors, LLC | 9,633 | $1.73M | 0.42% | −408−4.1% | Reduced |
| FRG Family Wealth Advisors LLC | 9,634 | $1.73M | 0.41% | +25+0.3% | Added |
| First Interstate Bank | 9,641 | $1.73M | 0.13% | −105−1.1% | Reduced |
| High Net Worth Advisory Group LLC | 9,640 | $1.73M | 0.67% | −169−1.7% | Reduced |
| Sawgrass Asset Management LLC | 9,643 | $1.73M | 0.24% | −1,221−11.2% | Reduced |
| McKinley Capital Management LLC /Delaware | 9,669 | $1.74M | 0.23% | −425−4.2% | Reduced |
| Chicago Capital, LLC | 9,694 | $1.74M | 0.10% | +51+0.5% | Added |
| TCM Advisors, LLC | – | $1.74M | 1.81% | – | – |
| D.B. Root & Company, LLC | 9,719 | $1.74M | 0.74% | −97−1.0% | Reduced |
| Clear Harbor Asset Management, LLC | 9,736 | $1.75M | 0.22% | −100−1.0% | Reduced |
| Caldwell Sutter Capital, Inc. | 9,751 | $1.75M | 1.54% | +9,751 | New |
| ARGI Investment Services, LLC | 9,772 | $1.75M | 0.06% | +945+10.7% | Added |
| Bourgeon Capital Management LLC | 9,836 | $1.77M | 0.43% | +51+0.5% | Added |
| Fairhaven Wealth Management, LLC | 9,842 | $1.77M | 0.75% | +9,842 | New |
| Wedmont Private Capital | 10,013 | $1.77M | 0.26% | +1,227+14.0% | Added |
| Farmers Trust Co | 9,850 | $1.77M | 0.40% | +503+5.4% | Added |
| Etesian Wealth Advisors, Inc. | 9,857 | $1.77M | 1.29% | +9,857 | New |
| Calton & Associates, Inc. | 9,877 | $1.77M | 0.69% | +821+9.1% | Added |
| Tompkins Financial Corp | 9,929 | $1.78M | 0.28% | −676−6.4% | Reduced |
| Front Row Advisors LLC | 9,929 | $1.78M | 0.92% | −15−0.2% | Reduced |
| Cahill Financial Advisors Inc | 9,929 | $1.78M | 0.34% | +381+4.0% | Added |
| Financial Engines Advisors L.L.C. | 9,943 | $1.78M | 0.01% | +165+1.7% | Added |
| Guardian Capital LP | 9,954 | $1.79M | 0.06% | 00.0% | Unchanged |
| Barbara Oil Co. | 10,000 | $1.79M | 0.86% | 00.0% | Unchanged |
| Naviter Wealth, LLC | 9,934 | $1.80M | 0.49% | +261+2.7% | Added |
| Dover Advisors, LLC | 10,018 | $1.80M | 1.94% | +10,018 | New |
| Castleark Management LLC | 10,020 | $1.80M | 0.09% | 00.0% | Unchanged |
| Harvest Portfolios Group Inc. | 10,028 | $1.80M | 0.10% | +10,028 | New |
| Ausdal Financial Partners, Inc. | 10,047 | $1.80M | 0.26% | −542−5.1% | Reduced |
| Atlantic Trust, LLC | 10,061 | $1.81M | 0.60% | +525+5.5% | Added |
| CWS Financial Advisors, LLC | 17,275 | $1.81M | 0.78% | +4,651+36.8% | Added |
| Cox Capital Mgt LLC | 10,094 | $1.81M | 1.18% | +145+1.5% | Added |
| Eudaimonia Advisors LLC | 10,096 | $1.81M | 1.23% | +302+3.1% | Added |
| Prudent Man Advisors, LLC | 10,121 | $1.82M | 0.73% | −73−0.7% | Reduced |