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 |
|---|---|---|---|---|---|
| Oder Investment Management, LLC | 1,998 | $358.7K | 0.45% | −324−14.0% | Reduced |
| Manchester Financial Inc | 2,000 | $359.0K | 0.10% | −10−0.5% | Reduced |
| Shayne & Co., LLC | 2,000 | $359.0K | 0.20% | 00.0% | Unchanged |
| Straight Path Wealth Management | 2,000 | $359.0K | 0.34% | 00.0% | Unchanged |
| Malaga Cove Capital, LLC | 2,004 | $359.7K | 0.20% | 00.0% | Unchanged |
| Stelac Advisory Services LLC | 2,005 | $359.9K | 0.16% | −723−26.5% | Reduced |
| Landaas & Co | 2,005 | $360.0K | 0.20% | −325−13.9% | Reduced |
| Patriot Investment Management Inc. | 2,007 | $360.2K | 0.03% | +10.0% | Added |
| Caerus Investment Advisors, LLC | 2,011 | $361.0K | 0.55% | −1,000−33.2% | Reduced |
| Etfidea, LLC | 2,014 | $361.5K | 0.17% | 00.0% | Unchanged |
| Zimmermann Investment Management & Planning LLC | 2,016 | $361.9K | 0.21% | +228+12.8% | Added |
| United Community Bank | 2,019 | $362.4K | 0.35% | −40−1.9% | Reduced |
| Emerald Advisors, LLC | 2,022 | $362.9K | 0.10% | −28−1.4% | Reduced |
| Truadvice, LLC | 2,012 | $363.1K | 0.19% | +274+15.8% | Added |
| Mma Asset Management LLC | 2,025 | $363.5K | 0.30% | +40+2.0% | Added |
| Capital CS Group, LLC | 2,026 | $363.6K | 0.40% | +2,026 | New |
| Levin Capital Strategies, L.P. | 2,029 | $364.2K | 0.05% | 00.0% | Unchanged |
| Luts & Greenleigh Group, Inc | 2,030 | $364.4K | 0.46% | +2,030 | New |
| AAFMAA Wealth Management & Trust LLC | 2,031 | $364.5K | 0.33% | −91−4.3% | Reduced |
| FSB Premier Wealth Management, Inc. | 2,035 | $365.3K | 0.20% | −73−3.5% | Reduced |
| S&T Bank | 2,039 | $366.0K | 0.07% | +12+0.6% | Added |
| Carl Stuart Investment Advisor, Inc | 2,042 | $366.5K | 0.34% | 00.0% | Unchanged |
| First Eagle Investment Management, LLC | 2,051 | $368.1K | 0.00% | +383+23.0% | Added |
| Wellspring Financial Advisors, LLC | 2,051 | $368.2K | 0.12% | +2,051 | New |
| Laird Norton Trust Company, LLC | 2,053 | $368.5K | 0.05% | +574+38.8% | Added |
| Osterweis Capital Management Inc | 2,055 | $368.9K | 0.03% | 00.0% | Unchanged |
| Fiducient Advisors LLC | 2,060 | $369.7K | 0.11% | −70−3.3% | Reduced |
| Garden State Investment Advisory Services LLC | 2,065 | $370.0K | 0.22% | +2,065 | New |
| Almanack Investment Partners, LLC. | 2,070 | $371.5K | 0.08% | −296−12.5% | Reduced |
| RS Crum Inc. | 2,072 | $371.9K | 0.17% | +2+0.1% | Added |
| Isthmus Partners, LLC | 2,077 | $372.8K | 0.06% | 00.0% | Unchanged |
| Steigerwald, Gordon & Koch Inc. | 2,078 | $372.9K | 0.06% | +264+14.6% | Added |
| Community Bank of Raymore | 2,087 | $374.6K | 0.14% | 00.0% | Unchanged |
| Summit Wealth Partners, LLC | 2,087 | $374.6K | 0.10% | +13+0.6% | Added |
| Powell Investment Advisors, LLC | 2,088 | $374.8K | 0.22% | 00.0% | Unchanged |
| O'Dell Group, LLC | 2,094 | $375.8K | 0.13% | +223+11.9% | Added |
| Northwest Investment Counselors, LLC | 2,098 | $376.6K | 0.11% | −67−3.1% | Reduced |
| Heron Financial Group, LLC | 2,151 | $377.0K | 0.25% | 00.0% | Unchanged |
| West Bancorporation Inc | 2,103 | $377.5K | 0.28% | 00.0% | Unchanged |
| Eukles Asset Management | 2,108 | $378.0K | 0.22% | +481+29.6% | Added |
| Arbor Investment Advisors, LLC | 2,109 | $378.5K | 0.08% | +2,109 | New |
| Summitry LLC | 2,109 | $378.5K | 0.03% | −67−3.1% | Reduced |
| Vertex Planning Partners, LLC | 2,110 | $378.7K | 0.15% | +2,110 | New |
| Opal Wealth Advisors, LLC | 2,112 | $379.1K | 0.21% | −431−16.9% | Reduced |
| Wooster Corthell Wealth Management, Inc. | 2,117 | $380.0K | 0.11% | 00.0% | Unchanged |
| Lane & Associates LLC | 2,118 | $380.1K | 0.36% | +2,118 | New |
| IVC Wealth Advisors LLC | 2,122 | $380.9K | 0.28% | −20−0.9% | Reduced |
| US Asset Management LLC | 2,123 | $381.0K | 0.41% | +2,123 | New |
| Sonata Capital Group Inc | 2,128 | $382.0K | 0.21% | −101−4.5% | Reduced |
| Joule Financial, LLC | 2,129 | $382.1K | 0.25% | +556+35.3% | Added |
| Heritage Financial Services, LLC | 2,137 | $383.6K | 0.10% | +153+7.7% | Added |
| Punch & Associates Investment Management, Inc. | 2,139 | $383.9K | 0.02% | 00.0% | Unchanged |
| Broadleaf Partners, LLC | 2,143 | $385.0K | 0.15% | −507−19.1% | Reduced |
| Trillium Asset Management, LLC | 2,144 | $385.0K | 0.01% | +41+1.9% | Added |
| Security National Bank of So Dak | 2,152 | $386.0K | 0.28% | 00.0% | Unchanged |
| Claris Advisors, LLC | 2,152 | $386.3K | 0.37% | 00.0% | Unchanged |
| Diker Management LLC | 2,156 | $387.0K | 0.45% | 00.0% | Unchanged |
| Edmonds Duncan Registered Investment Advisors, LLC | 2,158 | $387.3K | 0.13% | 00.0% | Unchanged |
| Watershed Private Wealth LLC | 2,162 | $388.0K | 0.29% | +2,162 | New |
| ShoreHaven Wealth Partners, LLC | 2,163 | $388.3K | 0.27% | +2,163 | New |
| Solstein Capital, LLC | 2,168 | $389.1K | 0.33% | 00.0% | Unchanged |
| Lakeside Advisors, INC. | 2,169 | $389.2K | 0.32% | 00.0% | Unchanged |
| AAFCPAs Wealth Management, LLC | 2,173 | $390.1K | 0.28% | +729+50.5% | Added |
| Quarry LP | 2,194 | $393.8K | 0.43% | +2,194 | New |
| Financial Perspectives, Inc | 2,197 | $394.4K | 0.20% | +10.0% | Added |
| Bell Investment Advisors, Inc | 2,198 | $394.4K | 0.10% | +64+3.0% | Added |
| Fractal Investments LLC | 2,200 | $394.9K | 0.09% | 00.0% | Unchanged |
| Adamsbrown Wealth Consultants LLC | 2,209 | $396.5K | 0.24% | +116+5.5% | Added |
| Meridian Financial, LLC | 2,209 | $396.6K | 0.42% | 00.0% | Unchanged |
| Wharton Business Group, LLC | 2,219 | $398.0K | 0.02% | 00.0% | Unchanged |
| Pettinga Financial Advisors, LLC | 2,218 | $398.1K | 0.13% | −50−2.2% | Reduced |
| Montz Harcus Wealth Management LLC | 2,220 | $398.5K | 0.40% | +7+0.3% | Added |
| Bensler, LLC | 2,223 | $399.1K | 0.09% | +11+0.5% | Added |
| Triune Financial Partners, LLC | 2,225 | $399.3K | 0.19% | +8+0.4% | Added |
| New Republic Capital, LLC | 2,235 | $401.2K | 0.32% | +2,235 | New |
| Nordwand Advisors, LLC | 2,237 | $401.5K | 0.05% | +2,237 | New |
| Alpha Financial Partners, LLC | 2,239 | $402.0K | 0.49% | +2,239 | New |
| Silicon Hills Wealth Management, LLC | 2,246 | $403.1K | 0.30% | 00.0% | Unchanged |
| Nadler Financial Group, Inc. | 2,249 | $403.8K | 0.07% | +10+0.4% | Added |
| Alliance Wealth Advisors, LLC | 2,250 | $403.8K | 0.34% | −162−6.7% | Reduced |
| Northwest Capital Management Inc | 2,252 | $404.3K | 0.21% | +5+0.2% | Added |
| IMS Capital Management | 2,254 | $404.5K | 0.26% | +2+0.1% | Added |
| Franklin, Parlapiano, Turner & Welch, LLC | 2,255 | $404.8K | 0.13% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 2,261 | $405.8K | 0.35% | −5−0.2% | Reduced |
| Kerntke Otto McGlone Wealth Management Group | 2,275 | $408.0K | 0.47% | +9+0.4% | Added |
| Bowman & Co S.C. | 2,280 | $409.2K | 0.32% | −426−15.7% | Reduced |
| Castleview Partners, LLC | 2,287 | $410.5K | 0.40% | +276+13.7% | Added |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 2,297 | $412.3K | 0.13% | +2,297 | New |
| Sather Financial Group Inc | 2,308 | $414.3K | 0.03% | 00.0% | Unchanged |
| River Street Advisors LLC | 2,317 | $415.9K | 0.45% | +2,317 | New |
| Madison Wealth Partners, Inc | 2,322 | $416.8K | 0.24% | +121+5.5% | Added |
| Frisch Financial Group, Inc. | 2,327 | $418.0K | 0.16% | +11+0.5% | Added |
| Kennedy Investment Group | 2,338 | $419.6K | 0.27% | +2,338 | New |
| Norris Perne & French LLP | 2,338 | $419.6K | 0.04% | 00.0% | Unchanged |
| Tranquility Partners, LLC | 2,347 | $421.3K | 0.21% | +350+17.5% | Added |
| Hartford Funds Management Co LLC | 2,351 | $422.0K | 0.04% | +2,351 | New |
| Clarus Wealth Advisors | 2,398 | $422.1K | 0.28% | −377−13.6% | Reduced |
| Innova Wealth Partners | 2,358 | $423.2K | 0.37% | +300+14.6% | Added |
| Matisse Capital | 2,363 | $424.1K | 0.38% | +2,363 | New |
| Taylor Hoffman Wealth Management | 2,375 | $426.3K | 0.26% | −4,395−64.9% | Reduced |