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 |
|---|---|---|---|---|---|
| Gibson Capital, LLC | 2,780 | $499.0K | 0.15% | 00.0% | Unchanged |
| Twin Focus Capital Partners, LLC | 2,780 | $499.0K | 0.10% | +128+4.8% | Added |
| Sunflower Bank, N.A. | 2,780 | $499.0K | 0.11% | −1,129−28.9% | Reduced |
| Security National Bank of Sioux City Iowa | 2,779 | $499.0K | 0.38% | +135+5.1% | Added |
| Strategic Investment Solutions, Inc. | 2,955 | $499.6K | 0.25% | +2,955 | New |
| Financial Synergies Wealth Advisors, Inc. | 2,785 | $499.9K | 0.08% | +269+10.7% | Added |
| Financial Advisors, LLC | 2,786 | $500.0K | 0.14% | −401−12.6% | Reduced |
| Caxton Associates LP | 2,786 | $500.1K | 0.04% | +2,786 | New |
| Alliance Wealth Advisors, LLC | 2,803 | $503.1K | 0.23% | +2,803 | New |
| Pacifica Partners Inc. | 2,800 | $503.5K | 0.34% | +35+1.3% | Added |
| Gateway Wealth Partners, LLC | 2,807 | $503.9K | 0.09% | +2,807 | New |
| Coastwise Capital Group, LLC | 2,808 | $504.1K | 0.60% | −664−19.1% | Reduced |
| Planned Solutions, Inc. | 2,816 | $505.4K | 0.37% | +185+7.0% | Added |
| Icapital Wealth LLC | 2,818 | $505.8K | 0.39% | +1,000+55.0% | Added |
| KC Investment Advisors, LLC | 2,818 | $506.0K | 0.48% | −1,050−27.1% | Reduced |
| West Coast Financial LLC | 2,820 | $506.2K | 0.09% | −227−7.4% | Reduced |
| D L Carlson Investment Group Inc | 2,823 | $507.0K | 0.11% | −764−21.3% | Reduced |
| Sax Wealth Advisors, LLC | 2,830 | $507.9K | 0.12% | 00.0% | Unchanged |
| Wealth Architects, LLC | 2,834 | $508.7K | 0.10% | +219+8.4% | Added |
| Gladius Capital Management LP | 2,841 | $509.9K | 0.16% | −12,541−81.5% | Reduced |
| Campbell Wealth Management | 2,847 | $511.0K | 0.07% | −44−1.5% | Reduced |
| Client 1st Advisory Group, LLC | 2,850 | $511.5K | 0.30% | −706−19.9% | Reduced |
| King Wealth | 2,853 | $512.0K | 0.12% | +246+9.4% | Added |
| Caliber Wealth Management, LLC | 2,870 | $515.1K | 0.39% | +2,870 | New |
| Better Money Decisions, LLC | 2,874 | $515.9K | 0.45% | −268−8.5% | Reduced |
| Aua Capital Management, LLC | 2,883 | $517.5K | 0.35% | +557+23.9% | Added |
| Trust Co | 2,892 | $519.0K | 0.08% | +880+43.7% | Added |
| Eagle Bay Advisors LLC | 2,897 | $519.9K | 0.29% | +270+10.3% | Added |
| Marino, Stram & Associates LLC | 2,899 | $520.3K | 0.16% | −123−4.1% | Reduced |
| Asset Allocation & Management Company, LLC | 2,900 | $521.0K | 0.20% | −4−0.1% | Reduced |
| UMA Financial Services, Inc. | 2,886 | $522.0K | 0.14% | +84+3.0% | Added |
| BCJ Capital Management, LLC | 2,909 | $522.1K | 0.05% | −59−2.0% | Reduced |
| Callan Family Office, LLC | 2,910 | $522.3K | 0.17% | +2,910 | New |
| Exos TFP Holdings LLC | 2,912 | $522.7K | 0.15% | +2,912 | New |
| General Partner, Inc. | 2,915 | $523.2K | 0.48% | +2,915 | New |
| ASB Consultores, LLC | 2,919 | $523.9K | 0.22% | +58+2.0% | Added |
| Legacy Financial Group, Inc. | 2,924 | $524.9K | 0.32% | +2,924 | New |
| PYA Waltman Capital, LLC | 2,945 | $528.6K | 0.28% | +551+23.0% | Added |
| Provence Wealth Management Group | 2,947 | $529.0K | 0.43% | +2,947 | New |
| MA Private Wealth | 2,947 | $529.0K | 0.13% | +20+0.7% | Added |
| Capital Insight Partners, LLC | 2,950 | $529.5K | 0.14% | +431+17.1% | Added |
| American Trust | 2,952 | $529.9K | 0.05% | +437+17.4% | Added |
| Fountainhead AM, LLC | 2,955 | $530.0K | 0.24% | +12+0.4% | Added |
| FirstPurpose Wealth LLC | 2,966 | $532.3K | 0.30% | +214+7.8% | Added |
| Cabot Wealth Management Inc | 2,968 | $533.0K | 0.09% | 00.0% | Unchanged |
| First Dallas Securities Inc. | 2,976 | $534.0K | 0.32% | 00.0% | Unchanged |
| Ameliora Wealth Management Ltd. | 2,976 | $534.2K | 0.29% | 00.0% | Unchanged |
| Compton Financial Group, LLC | 2,977 | $534.3K | 0.22% | −42−1.4% | Reduced |
| Latitude Advisors, LLC | 2,986 | $535.9K | 0.40% | +10.0% | Added |
| Valley National Advisers Inc | 3,075 | $538.0K | 0.10% | −7−0.2% | Reduced |
| Ocean Capital Management, LLC | 3,000 | $538.5K | 0.31% | 00.0% | Unchanged |
| Berger Financial Group, Inc | 3,009 | $540.1K | 0.07% | −194−6.1% | Reduced |
| TSFG, LLC | 3,016 | $541.0K | 0.22% | +4+0.1% | Added |
| Ten Capital Wealth Advisors, LLC | 3,020 | $542.1K | 0.22% | −162−5.1% | Reduced |
| Chemistry Wealth Management LLC | 3,023 | $542.6K | 0.21% | 00.0% | Unchanged |
| Newbridge Financial Services Group, Inc. | 3,026 | $543.1K | 0.31% | −24−0.8% | Reduced |
| Jag Capital Management, LLC | 3,027 | $543.3K | 0.08% | −30−1.0% | Reduced |
| Occidental Asset Management, LLC | 3,035 | $544.7K | 0.15% | +884+41.1% | Added |
| Matthew Goff Investment Advisor, LLC | 3,040 | $545.6K | 0.14% | 00.0% | Unchanged |
| Atwater Malick LLC | 3,041 | $545.8K | 0.27% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 3,052 | $547.8K | 0.27% | −294−8.8% | Reduced |
| Hyperion Partners, LLC | 3,053 | $548.0K | 0.52% | +3,053 | New |
| Total Investment Management Inc | 3,055 | $548.3K | 0.13% | +20+0.7% | Added |
| DF Dent & Co Inc | 3,061 | $549.4K | 0.01% | −47−1.5% | Reduced |
| Evermay Wealth Management LLC | 3,076 | $552.0K | 0.11% | −326−9.6% | Reduced |
| Aspen Grove Capital, LLC | 3,085 | $553.7K | 0.26% | +3,085 | New |
| MJP Associates Inc | 3,085 | $553.8K | 0.16% | +105+3.5% | Added |
| Rede Wealth, LLC | 3,086 | $553.9K | 0.30% | +10.0% | Added |
| Sound Income Strategies, LLC | 3,090 | $554.7K | 0.07% | −22−0.7% | Reduced |
| Aj Wealth Strategies, LLC | 3,092 | $555.0K | 0.03% | +56+1.8% | Added |
| Redwood Financial Network Corp | 3,093 | $555.2K | 0.63% | +201+7.0% | Added |
| Loomis Sayles & Co L P | 3,097 | $556.0K | 0.00% | +681+28.2% | Added |
| BetterWealth, LLC | 3,101 | $556.6K | 0.25% | −140−4.3% | Reduced |
| Accel Wealth Management | 3,107 | $557.7K | 0.27% | −781−20.1% | Reduced |
| Axiom Advisory, LLC | 3,111 | $558.5K | 0.59% | −53−1.7% | Reduced |
| Werba Rubin Papier Wealth Management | 3,113 | $558.8K | 0.23% | +3,113 | New |
| HFR Wealth Management, LLC | 3,116 | $559.0K | 0.16% | +690+28.4% | Added |
| Knightsbridge Asset Management, LLC | 3,121 | $560.0K | 0.11% | +4+0.1% | Added |
| Trail Ridge Investment Advisors, LLC | 3,140 | $563.6K | 0.39% | 00.0% | Unchanged |
| Smith Shellnut Wilson LLC | 3,146 | $564.7K | 0.35% | −7−0.2% | Reduced |
| Well Done, LLC | 3,152 | $565.7K | 0.12% | −441−12.3% | Reduced |
| Xcel Wealth Management, LLC | 3,153 | $565.9K | 0.22% | −100−3.1% | Reduced |
| Pinnacle Wealth Management Group, Inc. | 3,153 | $566.0K | 0.50% | −997−24.0% | Reduced |
| Allen Capital Group, LLC | 3,158 | $566.9K | 0.56% | −13,343−80.9% | Reduced |
| Archvest Wealth Advisors, Inc. | 3,158 | $566.9K | 0.56% | +18+0.6% | Added |
| Stillwater Investment Management, LLC | 3,158 | $566.9K | 0.16% | +26+0.8% | Added |
| Altfest L J & Co Inc | 3,161 | $567.0K | 0.09% | +33+1.1% | Added |
| Beacon Bridge Wealth Partners, LLC | 3,159 | $567.1K | 0.41% | +3,159 | New |
| Bickling Financial Services, Inc. | 3,160 | $567.1K | 0.35% | +22+0.7% | Added |
| Purus Wealth Management, LLC | 3,175 | $569.9K | 0.52% | −7−0.2% | Reduced |
| Univest Financial Corp | 3,176 | $570.1K | 0.18% | 00.0% | Unchanged |
| Fortem Financial Group, LLC | 3,183 | $571.3K | 0.33% | −29−0.9% | Reduced |
| Mason & Associates Inc | 3,185 | $571.7K | 0.18% | +1,282+67.4% | Added |
| JTC Employer Solutions Trusteee Ltd | 3,186 | $572.0K | 0.05% | 00.0% | Unchanged |
| Paulson Wealth Management Inc. | 3,192 | $572.9K | 0.28% | +4+0.1% | Added |
| Financial Consulate, Inc | 3,205 | $575.3K | 0.20% | 00.0% | Unchanged |
| XTX Topco Ltd | 3,229 | $579.6K | 0.12% | +3,229 | New |
| Rather & Kittrell, Inc. | 3,234 | $580.4K | 0.31% | −389−10.7% | Reduced |
| Carolinas Wealth Consulting LLC | 20,064 | $580.6K | 0.13% | +290+1.5% | Added |
| WESCAP Management Group, Inc. | 3,238 | $581.2K | 0.20% | +31+1.0% | Added |