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 |
|---|---|---|---|---|---|
| TAP Consulting, LLC | 2,379 | $427.0K | 0.11% | +6+0.3% | Added |
| Sym Financial Corp | 2,389 | $428.9K | 0.10% | +5+0.2% | Added |
| Midwest Heritage Bank, FSB | 2,400 | $430.8K | 0.42% | +1,000+71.4% | Added |
| Pointe Capital Management LLC | 2,399 | $431.0K | 0.33% | −200−7.7% | Reduced |
| Holistic Financial Partners | 2,407 | $432.0K | 0.39% | −177−6.8% | Reduced |
| Aft, Forsyth & Company, Inc. | 2,409 | $432.4K | 0.37% | +100+4.3% | Added |
| Silverleafe Capital Partners, LLC | 2,410 | $432.5K | 0.29% | +5+0.2% | Added |
| Johnson Bixby & Associates, LLC | 2,410 | $432.6K | 0.10% | +10+0.4% | Added |
| Palisades Hudson Asset Management, L.P. | 2,411 | $433.0K | 0.24% | 00.0% | Unchanged |
| Alan B. Lancz & Associates, Inc. | 2,443 | $433.8K | 0.44% | 00.0% | Unchanged |
| Select Asset Management & Trust | 2,417 | $434.0K | 0.52% | −125−4.9% | Reduced |
| Astoria Portfolio Advisors LLC. | 2,400 | $434.2K | 0.20% | +420+21.2% | Added |
| MSH Capital Advisors LLC | 2,436 | $437.3K | 0.20% | +261+12.0% | Added |
| WFA of San Diego, LLC | 2,437 | $437.4K | 0.33% | 00.0% | Unchanged |
| Lee Financial Co | 2,437 | $437.4K | 0.07% | −300−11.0% | Reduced |
| AdvisorShares Investments LLC | 2,441 | $438.1K | 0.12% | −582−19.3% | Reduced |
| Concord Wealth Partners | 2,447 | $439.2K | 0.13% | −723−22.8% | Reduced |
| RWM Asset Management, LLC | 2,452 | $440.1K | 0.10% | 00.0% | Unchanged |
| Signet Financial Management, LLC | 2,454 | $440.5K | 0.08% | −165−6.3% | Reduced |
| Southern Capital Advisors, LLC | 2,455 | $440.6K | 0.34% | −219−8.2% | Reduced |
| Sharkey, Howes & Javer | 2,458 | $441.2K | 0.10% | 00.0% | Unchanged |
| Lesa Sroufe & Co | 2,465 | $442.0K | 0.49% | 00.0% | Unchanged |
| Royal Capital Wealth Management, LLC | 2,467 | $443.0K | 0.47% | +7+0.3% | Added |
| Family Firm, Inc. | 2,469 | $443.1K | 0.13% | +391+18.8% | Added |
| North Point Portfolio Managers Corp | 2,469 | $443.2K | 0.07% | −400−13.9% | Reduced |
| Fortis Capital Advisors, LLC | 2,472 | $443.6K | 0.26% | +2,472 | New |
| Roman Butler Fullerton & Co | 2,459 | $443.8K | 0.23% | −51−2.0% | Reduced |
| Wela Strategies, Inc. | 2,472 | $444.0K | 0.25% | +142+6.1% | Added |
| Summit Wealth & Retirement Planning, Inc. | 2,476 | $444.4K | 0.18% | +901+57.2% | Added |
| Wilkins Investment Counsel Inc | 2,485 | $446.0K | 0.12% | 00.0% | Unchanged |
| Vanguard Capital Wealth Advisors | 2,500 | $448.6K | 0.52% | +404+19.3% | Added |
| Drexel Morgan & Co. | 2,500 | $448.7K | 0.09% | 00.0% | Unchanged |
| Gruss & Co., LLC | 2,500 | $448.7K | 2.77% | +2,500 | New |
| Lingohr & Partner Asset Management GmbH | 2,500 | $449.0K | 1.26% | 00.0% | Unchanged |
| XR Securities LLC | 2,512 | $450.9K | 0.54% | −2,600−50.9% | Reduced |
| GeoWealth Management, LLC | 2,510 | $451.0K | 0.05% | −18−0.7% | Reduced |
| Objective Capital Management, LLC | 2,518 | $451.9K | 0.45% | −129−4.9% | Reduced |
| SFE Investment Counsel | 2,527 | $452.3K | 0.14% | 00.0% | Unchanged |
| Seaport Global Advisors, LLC | 2,523 | $452.9K | 1.57% | +1,650+189.0% | Added |
| JSF Financial, LLC | 2,525 | $453.2K | 0.17% | −172−6.4% | Reduced |
| Alliance Wealth Management Group | 2,526 | $453.4K | 0.17% | +76+3.1% | Added |
| Towercrest Capital Management | 2,526 | $453.4K | 0.10% | +76+3.1% | Added |
| Rocky Mountain Advisers, LLC | 2,527 | $454.0K | 0.25% | 00.0% | Unchanged |
| Quantum Financial Advisors, LLC | 2,532 | $454.4K | 0.20% | +381+17.7% | Added |
| McRae Capital Management Inc | 2,534 | $454.8K | 0.13% | −296−10.5% | Reduced |
| Acima Private Wealth, LLC | 2,536 | $455.2K | 0.23% | 00.0% | Unchanged |
| Transatlantique Private Wealth LLC | 2,542 | $455.7K | 0.27% | +561+28.3% | Added |
| Columbus Macro, LLC | 2,539 | $455.7K | 0.17% | −562−18.1% | Reduced |
| Baystate Wealth Management LLC | 2,549 | $458.0K | 0.04% | +195+8.3% | Added |
| Howard Financial Services, Ltd. | 2,554 | $458.4K | 0.12% | −299−10.5% | Reduced |
| AXS Investments LLC | 2,558 | $459.1K | 0.16% | −547−17.6% | Reduced |
| Sterling Manor Financial, LLC | 2,562 | $459.9K | 0.51% | 00.0% | Unchanged |
| Riverwater Partners LLC | 2,563 | $460.0K | 0.39% | −435−14.5% | Reduced |
| New England Capital Financial Advisors LLC | 2,544 | $460.2K | 0.33% | +2,544 | New |
| Northwest Wealth Management, LLC | 2,565 | $460.4K | 0.20% | +395+18.2% | Added |
| Integrity Advisory, LLC | 2,566 | $460.6K | 0.42% | +35+1.4% | Added |
| LaSalle St. Investment Advisors, LLC | 2,581 | $463.0K | 0.22% | +2,581 | New |
| Oliver Lagore Vanvalin Investment Group | 2,580 | $463.2K | 0.27% | −1,235−32.4% | Reduced |
| TNF LLC | 2,733 | $463.7K | 0.21% | −21−0.8% | Reduced |
| NWK Group, Inc. | 2,585 | $464.0K | 0.34% | +500+24.0% | Added |
| Covestor Ltd | 2,584 | $464.0K | 0.38% | −362−12.3% | Reduced |
| Armbruster Capital Management, Inc. | 2,591 | $465.1K | 0.12% | 00.0% | Unchanged |
| Denver Wealth Management, Inc. | 2,595 | $466.0K | 0.35% | +50+2.0% | Added |
| MMBG Investment Advisors Co. | 2,600 | $467.0K | 0.06% | 00.0% | Unchanged |
| Carmel Capital Partners, LLC | 2,604 | $467.4K | 0.32% | +372+16.7% | Added |
| Vance Wealth, Inc. | 2,606 | $467.7K | 0.29% | +10.0% | Added |
| Palumbo Wealth Management LLC | 2,607 | $467.9K | 0.37% | +9+0.3% | Added |
| Silvant Capital Management LLC | 2,615 | $469.4K | 0.03% | 00.0% | Unchanged |
| Brogan Financial, Inc. | 2,619 | $470.1K | 0.42% | +2,619 | New |
| Winch Advisory Services, LLC | 2,621 | $471.0K | 0.20% | +891+51.5% | Added |
| Phocas Financial Corp. | 2,643 | $474.4K | 0.07% | 00.0% | Unchanged |
| Concorde Asset Management, LLC | 2,656 | $476.7K | 0.42% | +115+4.5% | Added |
| Morton Capital Management LLC | 2,657 | $476.8K | 0.19% | +48+1.8% | Added |
| Miller Wealth Advisors, LLC | 2,918 | $479.0K | 0.33% | +1,317+82.3% | Added |
| Stillwater Capital Advisors, LLC | 2,669 | $479.1K | 0.10% | +12+0.5% | Added |
| Ashford Capital Management Inc | 2,670 | $479.2K | 0.07% | 00.0% | Unchanged |
| Private Wealth Advisors | 2,672 | $479.6K | 0.21% | −24−0.9% | Reduced |
| Lloyd Advisory Services, LLC. | 2,679 | $481.0K | 0.33% | +2,679 | New |
| Israel Discount Bank of New York | 2,684 | $482.0K | 0.41% | −176−6.2% | Reduced |
| Private Capital Management LLC | 2,697 | $484.1K | 0.16% | −465−14.7% | Reduced |
| McBroom & Associates, LLC | 2,700 | $484.6K | 0.53% | 00.0% | Unchanged |
| Blue Edge Capital, LLC | 2,700 | $484.6K | 0.11% | 00.0% | Unchanged |
| Basso Capital Management, L.P. | 2,700 | $484.6K | 0.52% | +2,700 | New |
| Slow Capital, Inc. | 2,702 | $485.0K | 0.11% | −415−13.3% | Reduced |
| Summit Financial Strategies, Inc. | 2,709 | $486.2K | 0.10% | −1,186−30.4% | Reduced |
| Rockbridge Investment Management, LCC | 2,715 | $487.3K | 0.10% | +2,715 | New |
| Two Sigma Securities, LLC | 2,716 | $487.5K | 0.07% | −12,545−82.2% | Reduced |
| Archetype Wealth Partners | 2,717 | $488.0K | 0.12% | +668+32.6% | Added |
| Insight Advisors, LLC | 2,786 | $489.6K | 0.17% | −122−4.2% | Reduced |
| Park Edge Advisors, LLC | 2,733 | $490.5K | 0.22% | +2,733 | New |
| Richwood Investment Advisors, LLC | 2,734 | $490.7K | 0.49% | +10.0% | Added |
| LWM Advisory Services, LLC | 2,739 | $492.2K | 0.54% | −3,343−55.0% | Reduced |
| Juncture Wealth Strategies, LLC | 2,750 | $493.6K | 0.24% | +49+1.8% | Added |
| Vista Capital Partners, Inc. | 2,764 | $496.2K | 0.08% | −16−0.6% | Reduced |
| One Wealth Advisors, LLC | 2,765 | $496.3K | 0.11% | +23+0.8% | Added |
| Private Ocean, LLC | 2,768 | $496.7K | 0.06% | −111−3.9% | Reduced |
| WC Walker & Associates, Inc. | 3,099 | $497.0K | 0.26% | +340+12.3% | Added |
| Worth Financial Advisory Group, LLC | 2,772 | $497.5K | 0.58% | +2,772 | New |
| Financial Insights, Inc. | 2,777 | $498.4K | 0.24% | 00.0% | Unchanged |
| LeJeune Puetz Investment Counsel LLC | 2,778 | $498.6K | 0.19% | −659−19.2% | Reduced |