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 |
|---|---|---|---|---|---|
| American Financial Advisors, LLC | 1,454 | $261.0K | 0.04% | +6+0.4% | Added |
| Financial Advisory Corp | 1,458 | $262.0K | 0.13% | 00.0% | Unchanged |
| Horan Securities, Inc. | 1,463 | $262.5K | 0.15% | +497+51.4% | Added |
| AlphaCentric Advisors LLC | 1,463 | $262.6K | 0.26% | +1,463 | New |
| Tucker Asset Management LLC | 1,473 | $262.7K | 0.08% | +205+16.2% | Added |
| Mine & Arao Wealth Creation & Management, LLC. | 1,468 | $263.5K | 0.20% | +3+0.2% | Added |
| First Fiduciary Investment Counsel, Inc. | 1,473 | $264.0K | 0.06% | −27−1.8% | Reduced |
| Intrepid Capital Management Inc | 1,470 | $264.0K | 0.23% | 00.0% | Unchanged |
| Koss-Olinger Consulting, LLC | 1,469 | $264.0K | 0.04% | 00.0% | Unchanged |
| Alta Wealth Advisors LLC | 1,473 | $264.5K | 0.18% | +1,473 | New |
| Van Den Berg Management I, Inc | 1,475 | $264.7K | 0.10% | −575−28.0% | Reduced |
| Northstar Group, Inc. | 1,485 | $266.7K | 0.08% | 00.0% | Unchanged |
| Glassy Mountain Advisors, Inc. | 1,486 | $266.7K | 0.15% | +1,486 | New |
| Bullseye Investment Management, LLC | 1,490 | $267.4K | 0.22% | 00.0% | Unchanged |
| Arthur M. Cohen & Associates, LLC | 1,495 | $268.3K | 0.07% | 00.0% | Unchanged |
| Carroll Investors, Inc | 1,506 | $269.1K | 0.29% | 00.0% | Unchanged |
| FMB Wealth Management | 1,500 | $269.2K | 0.35% | +1,500 | New |
| Founders Capital Management, LLC | 1,505 | $270.1K | 0.07% | +75+5.2% | Added |
| Continental Investors Services, Inc. | 1,507 | $270.5K | 0.84% | −61−3.9% | Reduced |
| Afg Fiduciary Services Limited Partnership | 1,507 | $270.5K | 0.25% | −142−8.6% | Reduced |
| Curated Wealth Partners LLC | 1,508 | $270.7K | 0.07% | +1,508 | New |
| Avaii Wealth Management, LLC | 1,509 | $270.9K | 0.24% | +1,509 | New |
| University of Texas/Texas Am Investment Managment Co | 1,510 | $271.0K | 0.10% | +1,510 | New |
| Barber Financial Group, Inc. | 1,513 | $271.6K | 0.08% | +1,513 | New |
| Parkside Advisors LLC | 1,515 | $271.9K | 0.10% | +1,515 | New |
| Intrinsic Value Partners, LLC | 1,516 | $272.0K | 0.37% | −400−20.9% | Reduced |
| Trinity Financial Advisors LLC | 1,516 | $272.1K | 0.18% | +3+0.2% | Added |
| Smith & Howard Wealth Management, LLC | 1,519 | $272.6K | 0.10% | −7−0.5% | Reduced |
| Kesler, Norman & Wride, LLC | 1,522 | $273.2K | 0.07% | 00.0% | Unchanged |
| BCM Advisors, LLC | 1,543 | $273.5K | 0.08% | 00.0% | Unchanged |
| True Capital Management | 1,526 | $273.8K | 0.22% | +1,526 | New |
| Kathmere Capital Management, LLC | 1,536 | $275.7K | 0.05% | +1,536 | New |
| Twin Lakes Capital Management, LLC | 1,540 | $276.3K | 0.21% | +1+0.1% | Added |
| Charles Schwab Investment Advisory, Inc. | 1,542 | $276.8K | 0.00% | −114−6.9% | Reduced |
| Legacy Trust | 1,542 | $276.8K | 0.09% | +1,542 | New |
| Regis Management CO LLC | 1,544 | $277.0K | 0.06% | 00.0% | Unchanged |
| Tiemann Investment Advisors, LLC | 1,550 | $278.2K | 0.16% | −30−1.9% | Reduced |
| H&H Retirement Design & Management INC | 1,567 | $278.2K | 0.23% | +3+0.2% | Added |
| Maven Securities LTD | 1,563 | $278.5K | 0.06% | −37,466−96.0% | Reduced |
| Leverty Financial Group, LLC | 1,555 | $279.0K | 0.24% | −122−7.3% | Reduced |
| Ferguson Shapiro LLC | 1,555 | $279.1K | 0.20% | +5+0.3% | Added |
| Bridge Advisory, LLC | 1,556 | $279.2K | 0.12% | +8+0.5% | Added |
| Bellevue Asset Management, LLC | 1,565 | $279.6K | 0.22% | −104−6.2% | Reduced |
| Horizon Wealth Management, LLC | 1,558 | $279.6K | 0.23% | −20,038−92.8% | Reduced |
| Callan Capital, LLC | 1,562 | $280.4K | 0.03% | +1,562 | New |
| Atlas Capital Advisors LLC | 1,563 | $280.5K | 0.05% | 00.0% | Unchanged |
| Capital Financial Services, LLC | 1,565 | $280.9K | 0.39% | −200−11.3% | Reduced |
| One Charles Private Wealth Services, LLC | 1,565 | $280.9K | 0.18% | +8+0.5% | Added |
| Paradiem, LLC | 1,567 | $281.3K | 0.10% | −631−28.7% | Reduced |
| Capasso Planning Partners LLC | 1,568 | $281.4K | 0.18% | −224−12.5% | Reduced |
| Bluesphere Advisors, LLC | 1,574 | $282.5K | 0.25% | 00.0% | Unchanged |
| Raub Brock Capital Management LP | 1,576 | $282.9K | 0.06% | +1,576 | New |
| Acas, LLC | 1,577 | $283.1K | 0.44% | +1,577 | New |
| Indie Asset Partners, LLC | 1,577 | $283.1K | 0.31% | 00.0% | Unchanged |
| Unique Wealth, LLC | 1,580 | $283.6K | 0.15% | +1,580 | New |
| Baron Silver Stevens Financial Advisors, LLC | 1,581 | $283.8K | 0.07% | +1,581 | New |
| Acorn Financial Advisory Services Inc | 1,581 | $283.8K | 0.06% | +1+0.1% | Added |
| Pathway Financial Advisors LLC | 1,586 | $284.7K | 0.09% | −427−21.2% | Reduced |
| Sequent Asset Management, LLC | 1,587 | $285.0K | 0.19% | +1+0.1% | Added |
| SNS Financial Group, LLC | 1,593 | $285.9K | 0.04% | +82+5.4% | Added |
| Sentinus, LLC | 1,580 | $286.6K | 0.17% | −56−3.4% | Reduced |
| Regal Wealth Group, Inc. | 1,600 | $287.1K | 0.21% | 00.0% | Unchanged |
| Westshore Wealth, LLC | 1,602 | $287.6K | 0.16% | 00.0% | Unchanged |
| McCarthy Asset Management, Inc. | 1,609 | $288.8K | 0.20% | 00.0% | Unchanged |
| Aurora Private Wealth, Inc. | 1,623 | $291.0K | 0.33% | −311−16.1% | Reduced |
| Liberty Capital Management, Inc. | 1,625 | $291.7K | 0.10% | 00.0% | Unchanged |
| Circle Wealth Management, LLC | 1,632 | $292.9K | 0.05% | +158+10.7% | Added |
| Tyler-Stone Wealth Management | 1,632 | $293.0K | 0.20% | −915−35.9% | Reduced |
| EWG Elevate Inc. | 1,635 | $293.5K | 0.15% | +1,635 | New |
| Investment Advisory Group, LLC | 1,644 | $295.0K | 0.18% | +20+1.2% | Added |
| Blue Barn Wealth, LLC | 1,647 | $295.6K | 0.19% | −40−2.4% | Reduced |
| First Wilshire Securities Management Inc | 1,650 | $296.0K | 0.10% | 00.0% | Unchanged |
| Omnia Family Wealth, LLC | 1,651 | $296.3K | 0.24% | 00.0% | Unchanged |
| Phoenix Wealth Advisors | 1,653 | $296.7K | 0.18% | −109−6.2% | Reduced |
| Portland Global Advisors LLC | 1,654 | $297.0K | 0.05% | 00.0% | Unchanged |
| Saturna Capital CORP | 1,656 | $297.2K | 0.01% | 00.0% | Unchanged |
| MRP Capital Investments, LLC | 1,656 | $297.2K | 0.33% | +1,656 | New |
| Focused Wealth Management, Inc | 1,656 | $297.3K | 0.06% | −30−1.8% | Reduced |
| Whelan Financial | 1,657 | $297.3K | 0.18% | +1+0.1% | Added |
| Wealth Advisors, Inc. | 1,658 | $297.5K | 0.16% | +37+2.3% | Added |
| Capital Wealth Alliance, LLC | 1,658 | $297.6K | 0.25% | −403−19.6% | Reduced |
| Stonehearth Capital Management, LLC | 1,659 | $297.8K | 0.17% | 00.0% | Unchanged |
| Keystone Wealth Services, LLC | 1,659 | $297.8K | 0.13% | −70−4.0% | Reduced |
| SBB Research Group LLC | 1,661 | $298.1K | 0.43% | +13+0.8% | Added |
| Ballast, Inc. | 1,665 | $298.9K | 0.13% | 00.0% | Unchanged |
| HBW Advisory Services LLC | 3,341 | $299.0K | 0.08% | −417−11.1% | Reduced |
| Windsor Group LTD | 1,693 | $299.0K | 0.06% | +7+0.4% | Added |
| Crown Wealth Group, LLC | 1,667 | $299.2K | 0.28% | −1,101−39.8% | Reduced |
| Montis Financial, LLC | 1,670 | $299.8K | 0.25% | +2+0.1% | Added |
| Marks Group Wealth Management, Inc | 1,674 | $300.4K | 0.04% | −66−3.8% | Reduced |
| Motive Wealth Advisors | 1,674 | $300.5K | 0.23% | +178+11.9% | Added |
| Bordeaux Wealth Advisors LLC | 1,674 | $300.5K | 0.16% | +221+15.2% | Added |
| Ambassador Advisors, LLC | 1,678 | $301.2K | 0.07% | +119+7.6% | Added |
| Shepherd Financial Partners LLC | 1,680 | $301.3K | 0.05% | −13−0.8% | Reduced |
| Pegasus Partners Ltd. | 1,681 | $301.7K | 0.05% | +238+16.5% | Added |
| Collaborative Wealth Managment Inc. | 1,682 | $301.9K | 0.20% | +3+0.2% | Added |
| Long Run Wealth Advisors, LLC | 1,683 | $302.0K | 0.11% | +46+2.8% | Added |
| Eagle Harbor Asset Management Inc | 1,686 | $302.6K | 0.44% | −88−5.0% | Reduced |
| Cortland Associates Inc | 1,689 | $303.0K | 0.05% | −340−16.8% | Reduced |
| Burns Matteson Capital Management, LLC | 1,690 | $303.3K | 0.20% | 00.0% | Unchanged |