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 |
|---|---|---|---|---|---|
| Family Investment Center, Inc. | 1,690 | $303.3K | 0.22% | +1,690 | New |
| Camelot Portfolios, LLC | 1,694 | $304.0K | 0.23% | −574−25.3% | Reduced |
| Check Capital Management Inc | 1,697 | $304.6K | 0.03% | −177−9.4% | Reduced |
| Bishop & Co Investment Management, LLC | 1,697 | $305.0K | 0.15% | 00.0% | Unchanged |
| Penbrook Management LLC | 1,700 | $305.1K | 0.26% | −17−1.0% | Reduced |
| RF&L Wealth Management, LLC | 1,700 | $305.1K | 0.31% | +1,700 | New |
| Mattern Capital Management, LLC | 1,713 | $307.5K | 0.06% | 00.0% | Unchanged |
| Warwick Investment Management, Inc. | 1,720 | $308.8K | 0.13% | +2+0.1% | Added |
| Cedar Wealth Management, LLC | 1,727 | $310.0K | 0.15% | 00.0% | Unchanged |
| Trilogy Capital Inc. | 1,729 | $310.3K | 0.02% | +1,729 | New |
| Corrigan Financial, Inc. | 1,729 | $310.4K | 0.11% | −116−6.3% | Reduced |
| Cary Street Partners Asset Management LLC | 1,733 | $311.1K | 0.06% | −189−9.8% | Reduced |
| Lockerman Financial Group, Inc. | 1,745 | $313.2K | 0.91% | +1,745 | New |
| Allegiance Financial Group Advisory Services LLC | 1,749 | $314.0K | 0.30% | +1,749 | New |
| Investors Research Corp | 1,758 | $315.5K | 0.09% | +22+1.3% | Added |
| AIMZ Investment Advisors, LLC | 1,758 | $316.0K | 0.15% | −53−2.9% | Reduced |
| Centurion Wealth Management LLC | 1,761 | $316.1K | 0.18% | +1,761 | New |
| Acorn Wealth Advisors, LLC | 1,764 | $317.0K | 0.24% | +40+2.3% | Added |
| Disciplined Growth Investors Inc | 1,775 | $318.6K | 0.01% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 1,775 | $318.6K | 0.06% | 00.0% | Unchanged |
| Insight Wealth Partners, LLC | 1,776 | $318.8K | 0.30% | 00.0% | Unchanged |
| Transparent Wealth Partners LLC | 1,780 | $319.6K | 0.25% | +15+0.8% | Added |
| Aufman Associates Inc | 1,785 | $320.4K | 0.30% | −185−9.4% | Reduced |
| Saranac Partners Ltd | 1,785 | $320.4K | 0.59% | +1,785 | New |
| KWB Wealth | 1,791 | $321.5K | 0.06% | −840−31.9% | Reduced |
| Howard Capital Management Group, LLC | 1,792 | $322.0K | 0.04% | +57+3.3% | Added |
| Verus Financial Partners, Inc. | 1,854 | $322.6K | 0.04% | −306−14.2% | Reduced |
| Garrett Wealth Advisory Group, LLC | 1,800 | $323.2K | 0.17% | +78+4.5% | Added |
| Delap Wealth Advisory, LLC | 1,804 | $323.8K | 0.34% | +1,804 | New |
| Hofer & Associates. Inc | 1,805 | $324.0K | 0.32% | −50−2.7% | Reduced |
| EdgeRock Capital LLC | 1,805 | $324.0K | 0.18% | +824+84.0% | Added |
| Triton Wealth Management, PLLC | 1,794 | $324.0K | 0.20% | +2+0.1% | Added |
| Wealth Advisors of Iowa, LLC | 1,806 | $324.1K | 0.26% | −103−5.4% | Reduced |
| Planning Alternatives Ltd | 1,809 | $324.6K | 0.06% | 00.0% | Unchanged |
| Burt Wealth Advisors | 1,812 | $325.2K | 0.11% | 00.0% | Unchanged |
| Stone Point Wealth LLC | 1,821 | $326.9K | 0.16% | −80−4.2% | Reduced |
| Centered Wealth LLC dba Miller Equity Capital Advisors | 1,821 | $326.9K | 0.21% | 00.0% | Unchanged |
| Meridian Wealth Partners, LLC | 1,821 | $326.9K | 0.08% | +131+7.8% | Added |
| First Citizens Financial Corp | 1,820 | $327.0K | 0.28% | +400+28.2% | Added |
| Kohmann Bosshard Financial Services, LLC | 1,828 | $328.1K | 0.07% | −6−0.3% | Reduced |
| Willner & Heller, LLC | 1,833 | $329.0K | 0.47% | −29−1.6% | Reduced |
| Fiduciary Planning LLC | 1,834 | $329.0K | 0.16% | +6+0.3% | Added |
| KFG Wealth Management, LLC | 1,834 | $329.2K | 0.34% | +1,834 | New |
| Marotta Asset Management | 1,838 | $329.9K | 0.08% | +7+0.4% | Added |
| Truepoint, Inc. | 1,842 | $330.7K | 0.01% | −50−2.6% | Reduced |
| Cardinal Point Capital Management, ULC | 1,852 | $332.3K | 0.11% | +1,852 | New |
| Granite Harbor Advisors, Inc. | 1,853 | $332.6K | 0.34% | +1,853 | New |
| Fi3 FINANCIAL ADVISORS, LLC | 1,856 | $333.2K | 0.19% | +1,856 | New |
| Paces Ferry Wealth Advisors, LLC | 1,857 | $333.2K | 0.32% | +141+8.2% | Added |
| Sterling Financial Planning, Inc. | 1,864 | $334.5K | 0.20% | −54−2.8% | Reduced |
| Demars Financial Group, LLC | 1,865 | $334.7K | 0.18% | 00.0% | Unchanged |
| Hotaling Investment Management, LLC | 1,868 | $335.0K | 0.15% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 1,878 | $337.1K | 0.34% | −964−33.9% | Reduced |
| KRS Capital Management, LLC | 1,879 | $337.2K | 0.46% | +105+5.9% | Added |
| PAX Financial Group, LLC | 1,880 | $337.4K | 0.09% | +1,880 | New |
| Kelly Financial Services LLC | 1,880 | $337.5K | 0.18% | +1+0.1% | Added |
| Ade, LLC | 1,884 | $338.2K | 0.26% | 00.0% | Unchanged |
| Texas Capital Bank Wealth Management Services Inc | 1,884 | $338.2K | 0.04% | +133+7.6% | Added |
| Strategic Investment Advisors | 1,890 | $339.3K | 0.07% | +184+10.8% | Added |
| Sunburst Financial Group, LLC | 1,893 | $339.8K | 0.14% | −122−6.1% | Reduced |
| Bank of Nova Scotia Trust Co | 1,896 | $340.3K | 0.04% | +3+0.2% | Added |
| AllSquare Wealth Management LLC | 1,898 | $340.7K | 0.23% | 00.0% | Unchanged |
| Carr Financial Group Corp | 1,905 | $341.9K | 0.18% | +1,905 | New |
| Advisor OS, LLC | 1,909 | $342.7K | 0.09% | +1,909 | New |
| Live Oak Investment Partners | – | $342.8K | 0.31% | – | New |
| Mezzasalma Advisors, LLC | 1,915 | $343.7K | 0.30% | 00.0% | Unchanged |
| Dakota Community Bank & Trust NA | 1,919 | $344.0K | 1.95% | −10−0.5% | Reduced |
| Texas Capital Bancshares Inc | 1,922 | $345.0K | 0.24% | −296−13.3% | Reduced |
| Blackston Financial Advisory Group, LLC | 1,921 | $345.0K | 0.25% | 00.0% | Unchanged |
| Riverview Trust Co | 1,921 | $345.0K | 0.33% | +94+5.1% | Added |
| Arkfeld Wealth Strategies, L.L.C. | 1,961 | $345.2K | 0.23% | 00.0% | Unchanged |
| Coulter & Justus Financial Services, LLC | 1,924 | $345.4K | 0.23% | +153+8.6% | Added |
| Sara-Bay Financial | 1,931 | $347.0K | 0.20% | 00.0% | Unchanged |
| ML & R Wealth Management LLC | 1,934 | $347.0K | 0.10% | +19+1.0% | Added |
| Source Financial Advisors LLC | 1,934 | $347.2K | 0.13% | +296+18.1% | Added |
| Bigelow Investment Advisors, LLC | 1,944 | $348.9K | 0.20% | +1,944 | New |
| Kendall Capital Management | 1,942 | $349.0K | 0.18% | +136+7.5% | Added |
| Falcon Wealth Planning | 1,945 | $349.1K | 0.10% | −28−1.4% | Reduced |
| Ellsworth Advisors, LLC | 1,971 | $349.3K | 0.13% | +1,971 | New |
| Von Berge Wealth Management Group, LLC | 1,955 | $350.8K | 0.32% | 00.0% | Unchanged |
| True Link Financial Advisors, LLC | 1,956 | $351.1K | 0.05% | −160−7.6% | Reduced |
| Aspen Wealth Strategies, LLC | 1,957 | $351.3K | 0.28% | +1,957 | New |
| WealthTrust Asset Management, LLC | 1,960 | $351.7K | 0.34% | +121+6.6% | Added |
| Strengthening Families & Communities, LLC | 1,957 | $352.0K | 0.21% | +89+4.8% | Added |
| MV Capital Management, Inc. | 1,962 | $352.2K | 0.05% | +59+3.1% | Added |
| LWMG, LLC | 1,964 | $352.5K | 0.13% | +1,964 | New |
| Heritage Wealth Partners, LLC | 1,945 | $353.0K | 0.32% | +1,945 | New |
| Silicon Valley Capital Partners | 1,969 | $353.4K | 0.08% | −609−23.6% | Reduced |
| Acrisure Capital Management, LLC | 1,975 | $354.5K | 0.39% | +1,975 | New |
| Financial Strategies Group, Inc. | 1,975 | $354.5K | 0.15% | −47−2.3% | Reduced |
| Compass Financial Group, INC | 1,977 | $355.0K | 0.13% | +1,977 | New |
| McLean Asset Management Corp | 1,981 | $355.5K | 0.12% | +99+5.3% | Added |
| Alps Advisors Inc | 1,981 | $355.6K | 0.00% | −2−0.1% | Reduced |
| Quantum Private Wealth, LLC | 1,983 | $355.9K | 0.23% | +96+5.1% | Added |
| Unionview, LLC | 1,983 | $356.0K | 0.36% | −91−4.4% | Reduced |
| Abacus Wealth Partners, LLC | 1,989 | $357.0K | 0.13% | −465−18.9% | Reduced |
| Tilia Fiduciary Partners, Inc. | 1,989 | $357.0K | 0.34% | −10−0.5% | Reduced |
| Leo H. Evart, Inc. | 1,993 | $357.7K | 0.54% | 00.0% | Unchanged |
| Spinnaker Investment Group, LLC | 1,995 | $358.1K | 0.13% | +300+17.7% | Added |
| MB, Levis & Associates, LLC | 1,995 | $358.1K | 0.28% | +1,995 | New |