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 |
|---|---|---|---|---|---|
| Abound Wealth Management | 560 | $100.5K | 0.05% | +44+8.5% | Added |
| Coston, McIsaac & Partners | 591 | $106.0K | 0.04% | −472−44.4% | Reduced |
| Mark Sheptoff Financial Planning, LLC | 600 | $107.7K | 0.06% | 00.0% | Unchanged |
| Horizon Bancorp Inc | 612 | $110.0K | 0.06% | +612 | New |
| FWL Investment Management, LLC | 626 | $112.4K | 0.09% | +626 | New |
| Moisand Fitzgerald Tamayo, LLC | 631 | $113.3K | 0.03% | +21+3.4% | Added |
| Rise Advisors, LLC | 634 | $113.8K | 0.09% | −5−0.8% | Reduced |
| My Personal CFO, LLC | 646 | $116.0K | 0.11% | +646 | New |
| Cribstone Capital Management, LLC | 648 | $116.3K | 0.07% | −411−38.8% | Reduced |
| Macroview Investment Management LLC | 681 | $122.1K | 0.21% | −64−8.6% | Reduced |
| HHM Wealth Advisors, LLC | 683 | $122.6K | 0.03% | −430−38.6% | Reduced |
| Freedom Wealth Alliance, LLC | 692 | $124.2K | 0.18% | +692 | New |
| Investment Research & Advisory Group, Inc. | 703 | $126.2K | 0.08% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 718 | $129.0K | 0.15% | 00.0% | Unchanged |
| Avondale Wealth Management | 720 | $129.2K | 0.11% | +500+227.3% | Added |
| Lowe Wealth Advisors, LLC | 738 | $132.5K | 0.07% | 00.0% | Unchanged |
| Riverpoint Wealth Management Holdings, LLC | 739 | $132.7K | 0.05% | +739 | New |
| Proffitt & Goodson Inc | 744 | $133.5K | 0.03% | 00.0% | Unchanged |
| True Wealth Design, LLC | 780 | $140.1K | 0.06% | +780 | New |
| Princeton Global Asset Management LLC | 783 | $141.0K | 0.05% | 00.0% | Unchanged |
| TFC Financial Management | 789 | $141.7K | 0.04% | +3+0.4% | Added |
| Coombe, Bender & Co LLC | 803 | $144.0K | 0.13% | +803 | New |
| Truvestments Capital LLC | 803 | $144.1K | 0.08% | +108+15.5% | Added |
| Kraematon Investment Advisors, Inc | 803 | $144.1K | 0.16% | +803 | New |
| Johnson Midwest Financial, LLC | 807 | $145.0K | 0.53% | +21+2.7% | Added |
| Financial Freedom, LLC | 821 | $147.4K | 0.10% | +821 | New |
| Annapolis Financial Services, LLC | 823 | $147.7K | 0.05% | −91−10.0% | Reduced |
| Ellevest, Inc. | 840 | $150.8K | 0.01% | +840 | New |
| Mascoma Wealth Management LLC | 847 | $152.0K | 0.05% | −52−5.8% | Reduced |
| Headlands Technologies LLC | 854 | $153.0K | 0.12% | +854 | New |
| Norwood Financial Corp | 855 | $153.5K | 0.24% | −5−0.6% | Reduced |
| Earnest Partners LLC | 874 | $156.9K | 0.00% | 00.0% | Unchanged |
| TD Capital Management LLC | 881 | $158.2K | 0.02% | +43+5.1% | Added |
| SJS Investment Consulting Inc. | 886 | $159.0K | 0.05% | −511−36.6% | Reduced |
| Prestige Wealth Management Group LLC | 891 | $159.9K | 0.04% | +48+5.7% | Added |
| Capital Advisors, Ltd. LLC | 1,947 | $161.0K | 0.03% | +1,567+412.4% | Added |
| Disciplined Equity Management, Inc. | 900 | $162.0K | 0.14% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 911 | $163.0K | 0.02% | 00.0% | Unchanged |
| AlphaMark Advisors, LLC | 913 | $164.0K | 0.08% | −40−4.2% | Reduced |
| First Personal Financial Services | 920 | $165.1K | 0.04% | −40−4.2% | Reduced |
| Syverson Strege & Co | 936 | $168.0K | 0.08% | −33−3.4% | Reduced |
| Cedar Mountain Advisors, LLC | 937 | $168.2K | 0.05% | +1+0.1% | Added |
| Antonetti Capital Management LLC | 950 | $170.5K | 0.23% | −280−22.8% | Reduced |
| Clean Yield Group | 953 | $171.1K | 0.07% | +110+13.0% | Added |
| Centerpoint Advisors, LLC | 957 | $172.0K | 0.08% | +73+8.3% | Added |
| Iron Horse Wealth Management, LLC | 967 | $174.0K | 0.09% | +492+103.6% | Added |
| HighMark Wealth Management LLC | 987 | $177.2K | 0.13% | −1−0.1% | Reduced |
| Cove Street Capital, LLC | 1,000 | $179.0K | 0.05% | 00.0% | Unchanged |
| Toth Financial Advisory Corp | 1,019 | $182.9K | 0.03% | −60−5.6% | Reduced |
| Hall Laurie J Trustee | 1,029 | $185.0K | 0.08% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 1,047 | $188.0K | 0.00% | −92,097−98.9% | Reduced |
| Westchester Capital Management, Inc. | 1,062 | $190.6K | 0.06% | 00.0% | Unchanged |
| Creative Capital Management Investments LLC | 1,071 | $192.0K | 0.17% | +1,071 | New |
| Stuart Chaussee & Associates, Inc. | 1,082 | $194.2K | 0.07% | 00.0% | Unchanged |
| Paragon Wealth Strategies, LLC | 1,085 | $194.8K | 0.23% | +42+4.0% | Added |
| PFS Partners, LLC | 1,089 | $195.5K | 0.21% | +2+0.2% | Added |
| Marshall & Sullivan Inc | 1,100 | $197.4K | 0.12% | +1,100 | New |
| TMD Wealth Management, LLC | 1,115 | $200.1K | 0.09% | −323−22.5% | Reduced |
| Soundmark Wealth Management, LLC | 1,117 | $200.5K | 0.13% | +1,117 | New |
| Jackson Thornton Asset Management, LLC | 1,121 | $201.2K | 0.05% | +1,121 | New |
| Horizon Investment Services, LLC | 1,124 | $201.7K | 0.15% | +1,124 | New |
| Mount Yale Investment Advisors, LLC | 1,125 | $201.9K | 0.02% | +1,125 | New |
| Awm Capital, LLC | 1,129 | $202.6K | 0.07% | +1+0.1% | Added |
| Trust Co of Kansas | 1,132 | $203.0K | 0.13% | +1,132 | New |
| Grand Jean Capital Management Inc | 1,131 | $203.0K | 0.09% | +1,131 | New |
| Draper Asset Management, LLC | 1,134 | $203.6K | 0.29% | +1,134 | New |
| NBW Capital LLC | 1,136 | $203.9K | 0.05% | +1,136 | New |
| Kraft, Davis & Associates, LLC | 1,212 | $204.3K | 0.08% | +1,212 | New |
| Riverstone Advisors, LLC | 1,145 | $205.5K | 0.14% | +1,145 | New |
| Foster Victor Wealth Advisors, LLC | 1,167 | $206.0K | 0.03% | +1,167 | New |
| Affiance Financial, LLC | 1,149 | $206.2K | 0.08% | +1,149 | New |
| Blue Chip Partners, Inc. | 1,152 | $206.7K | 0.03% | −92−7.4% | Reduced |
| McGuire Investment Group, LLC | 1,156 | $207.5K | 0.04% | +1,156 | New |
| Peak Financial Management, Inc. | 1,164 | $208.9K | 0.08% | +1,164 | New |
| Terril Brothers, Inc. | 1,168 | $209.6K | 0.10% | +1,168 | New |
| Optas, LLC | 1,169 | $209.8K | 0.09% | −323−21.6% | Reduced |
| KFA Private Wealth Group, LLC | 1,170 | $209.9K | 0.11% | +1,170 | New |
| PCG Wealth Advisors, LLC | 1,170 | $210.1K | 0.13% | −410−25.9% | Reduced |
| Droms Strauss Advisors Inc | 1,173 | $211.0K | 0.10% | +1,173 | New |
| Arabesque Asset Management Ltd | 1,180 | $211.8K | 0.07% | +1,180 | New |
| Hilton Capital Management, LLC | 1,477 | $212.0K | 0.03% | 00.0% | Unchanged |
| GenWealth Group, Inc. | 1,185 | $212.7K | 0.07% | +1,185 | New |
| GoalFusion Wealth Management, LLC | 1,232 | $214.4K | 0.17% | +1,232 | New |
| Rothschild & Co Asset Management US Inc. | 1,195 | $214.5K | 0.00% | +1,195 | New |
| Hutchens & Kramer Investment Management Group, LLC | 1,196 | $214.7K | 0.16% | +1,196 | New |
| Parker Financial LLC | 1,197 | $214.8K | 0.18% | +1,197 | New |
| Cognios Beta Neutral Large Cap Fund, LP | 1,199 | $215.2K | 0.21% | +1,199 | New |
| Tiger Management L.L.C. | 1,200 | $215.4K | 0.14% | +1,200 | New |
| Goodman Financial Corp | 1,200 | $215.4K | 0.07% | +1,200 | New |
| Howard Capital Management Inc. | 1,203 | $215.9K | 0.06% | +1,203 | New |
| Goldstein Advisors, LLC | 1,206 | $216.0K | 0.05% | +1,206 | New |
| Cornerstone Planning Group LLC | 1,207 | $216.1K | 0.09% | +1,207 | New |
| Spartan Planning & Wealth Management | 1,207 | $216.6K | 0.27% | +389+47.6% | Added |
| Harbor Advisory Corp | 1,208 | $216.8K | 0.09% | +1,208 | New |
| Heritage Investment Group, Inc. | 1,207 | $217.0K | 0.07% | +1,207 | New |
| Strategic Wealth Designers | 1,225 | $217.2K | 0.05% | +1,225 | New |
| Yarger Wealth Strategies, LLC | 1,211 | $217.4K | 0.27% | +1,211 | New |
| GFG Capital, LLC | 1,213 | $217.7K | 0.05% | +1,213 | New |
| Green Harvest Asset Management LLC | 1,215 | $218.1K | 0.01% | +1,215 | New |
| Waypoint Capital Advisors, LLC | 1,216 | $218.3K | 0.08% | +1,216 | New |