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
- 3,288
- +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
- 1,306 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 |
|---|---|---|---|---|---|
| Yarbrough Capital, LLC | 29,107 | $5.22M | 0.42% | 00.0% | Unchanged |
| Avantax Planning Partners, Inc. | 28,972 | $5.20M | 0.21% | −4,501−13.4% | Reduced |
| Davy Global Fund Management Ltd | 28,956 | $5.20M | 1.07% | +883+3.1% | Added |
| Fairfield, Bush & Co. | 28,918 | $5.19M | 3.43% | −1,708−5.6% | Reduced |
| Hills Bank & Trust Co | 28,914 | $5.19M | 0.77% | −267−0.9% | Reduced |
| Beverly Hills Private Wealth, LLC | 28,828 | $5.17M | 2.26% | +28,828 | New |
| Lee Danner & Bass Inc | 28,818 | $5.17M | 0.49% | −130.0% | Reduced |
| TCI Wealth Advisors, Inc. | 28,751 | $5.16M | 0.71% | −313−1.1% | Reduced |
| Capital Planning Advisors, LLC | 28,651 | $5.14M | 1.22% | −6,721−19.0% | Reduced |
| Financial Advisory Service, Inc. | 28,646 | $5.14M | 0.58% | +2,544+9.7% | Added |
| Duncker Streett & Co Inc | 28,589 | $5.13M | 1.24% | +18+0.1% | Added |
| Spinnaker Trust | 28,570 | $5.13M | 0.40% | −320−1.1% | Reduced |
| Mill Capital Management, LLC | 28,486 | $5.11M | 0.56% | +50+0.2% | Added |
| West Family Investments, Inc. | 28,436 | $5.10M | 1.74% | +284+1.0% | Added |
| Change Path, LLC | 28,417 | $5.10M | 0.28% | −17−0.1% | Reduced |
| Equitable Holdings, Inc. | 28,413 | $5.10M | 0.09% | −5,456−16.1% | Reduced |
| Jacobs & Co | 28,409 | $5.10M | 0.66% | +245+0.9% | Added |
| Ahrens Investment Partners LLC | 28,400 | $5.10M | 2.32% | −1,241−4.2% | Reduced |
| Brooks, Moore & Associates, Inc. | 28,394 | $5.10M | 3.72% | −1,314−4.4% | Reduced |
| NEIRG Wealth Management, LLC | 28,357 | $5.09M | 0.96% | +674+2.4% | Added |
| Headinvest, LLC | 28,342 | $5.09M | 1.14% | −208−0.7% | Reduced |
| Laffer Tengler Investments | 28,273 | $5.07M | 1.46% | +6,513+29.9% | Added |
| Financial & Tax Architects, LLC | 28,020 | $5.07M | 1.73% | −2,178−7.2% | Reduced |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 28,089 | $5.04M | 2.59% | +328+1.2% | Added |
| Good Life Advisors, LLC | 28,035 | $5.03M | 0.70% | −19−0.1% | Reduced |
| PEAK6 Investments LLC | 28,027 | $5.03M | 0.28% | −44,375−61.3% | Reduced |
| Sittner & Nelson, LLC | 27,979 | $5.02M | 3.07% | +24+0.1% | Added |
| Wealthcare Advisory Partners LLC | 27,932 | $5.01M | 0.24% | +1,412+5.3% | Added |
| M Holdings Securities, Inc. | 27,810 | $4.99M | 0.53% | −489−1.7% | Reduced |
| Buffington Mohr McNeal | 27,737 | $4.98M | 1.16% | −934−3.3% | Reduced |
| Orleans Capital Management Corp | 27,706 | $4.97M | 3.81% | −180−0.6% | Reduced |
| Kinloch Capital, LLC | 27,697 | $4.97M | 2.89% | +627+2.3% | Added |
| Transcend Wealth Collective, LLC | 27,663 | $4.97M | 0.54% | −2,572−8.5% | Reduced |
| Sunbelt Securities, Inc. | 27,622 | $4.96M | 0.97% | −508−1.8% | Reduced |
| Benedict Financial Advisors Inc | 27,581 | $4.95M | 1.47% | +121+0.4% | Added |
| Keystone Financial Planning, Inc. | 27,521 | $4.94M | 1.66% | −183−0.7% | Reduced |
| Pacific Global Investment Management CO | 27,470 | $4.93M | 1.09% | +2,009+7.9% | Added |
| Geneva Partners, LLC | 27,448 | $4.93M | 4.65% | −3,647−11.7% | Reduced |
| Arete Wealth Advisors, LLC | 27,444 | $4.93M | 0.44% | +3,261+13.5% | Added |
| MTM Investment Management, LLC | 27,441 | $4.93M | 2.56% | +278+1.0% | Added |
| Ascent Group, LLC | 27,379 | $4.91M | 0.58% | +85+0.3% | Added |
| Monument Capital Management | 27,288 | $4.90M | 1.67% | +429+1.6% | Added |
| Affinity Investment Advisors, LLC | 27,282 | $4.90M | 2.25% | +600+2.2% | Added |
| Moloney Securities Asset Management, LLC | 27,243 | $4.89M | 1.08% | −481−1.7% | Reduced |
| Lynch Asset Management, Inc. | 27,150 | $4.87M | 4.20% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 264,962 | $4.83M | 0.28% | −11,809−4.3% | Reduced |
| Bath Savings Trust Co | 26,882 | $4.83M | 0.62% | −3,177−10.6% | Reduced |
| Butensky & Cohen Financial Security, Inc | 26,872 | $4.82M | 1.78% | +289+1.1% | Added |
| QV Investors Inc. | 26,867 | $4.82M | 0.46% | −3,540−11.6% | Reduced |
| Ritholtz Wealth Management | 26,847 | $4.82M | 0.27% | −13,442−33.4% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 26,838 | $4.82M | 0.36% | −715−2.6% | Reduced |
| RFG Advisory, LLC | 28,406 | $4.81M | 0.24% | +4,976+21.2% | Added |
| Wills Financial Group, Inc. | 26,805 | $4.81M | 2.74% | +150+0.6% | Added |
| Mission Wealth Management, LP | 26,769 | $4.80M | 0.23% | −5,124−16.1% | Reduced |
| Peoples Bank | 26,768 | $4.80M | 3.09% | −100−0.4% | Reduced |
| Exeter Financial, LLC | 26,683 | $4.79M | 2.49% | −50−0.2% | Reduced |
| Prio Wealth Limited Partnership | 26,640 | $4.78M | 0.19% | +770+3.0% | Added |
| Crescent Sterling, Ltd. | 26,620 | $4.78M | 5.13% | +26,620 | New |
| EHP Funds Inc. | 26,600 | $4.77M | 1.00% | −2,400−8.3% | Reduced |
| Pegasus Asset Management, Inc. | 26,563 | $4.77M | 2.57% | −354−1.3% | Reduced |
| Montecito Bank & Trust | 26,539 | $4.76M | 1.15% | −387−1.4% | Reduced |
| Texas Yale Capital Corp. | 26,391 | $4.74M | 0.27% | +2,810+11.9% | Added |
| Nwam LLC | 26,276 | $4.72M | 0.42% | −117−0.4% | Reduced |
| Spire Wealth Management | 26,245 | $4.71M | 0.27% | +8,290+46.2% | Added |
| ICA Group Wealth Management, LLC | 26,075 | $4.68M | 1.10% | −11,683−30.9% | Reduced |
| Kidder Stephen W | 26,029 | $4.67M | 1.71% | +205+0.8% | Added |
| Summit Financial Wealth Advisors, LLC | 25,985 | $4.66M | 1.13% | +10,536+68.2% | Added |
| Vident Investment Advisory, LLC | 25,982 | $4.66M | 0.18% | −11,836−31.3% | Reduced |
| Foster & Motley Inc | 25,910 | $4.65M | 0.40% | +482+1.9% | Added |
| Gamco Investors, Inc. Et Al | 25,907 | $4.65M | 0.05% | −5,140−16.6% | Reduced |
| SlateStone Wealth, LLC | 25,819 | $4.63M | 1.12% | −13−0.1% | Reduced |
| USS Investment Management Ltd | 25,800 | $4.63M | 0.07% | −16,800−39.4% | Reduced |
| Broderick Brian C | 25,782 | $4.63M | 1.37% | −172−0.7% | Reduced |
| Pathway Financial Advisers, LLC | 25,717 | $4.62M | 1.87% | +25,717 | New |
| Aldebaran Capital, LLC | 25,691 | $4.61M | 4.77% | +25,691 | New |
| Atlas Brown,Inc. | 25,689 | $4.61M | 2.27% | −1,913−6.9% | Reduced |
| Bradley Mark J. | 25,649 | $4.60M | 4.09% | −125−0.5% | Reduced |
| Baugh & Associates, LLC | 25,642 | $4.60M | 2.98% | −4,631−15.3% | Reduced |
| NTV Asset Management LLC | 25,626 | $4.60M | 0.90% | +617+2.5% | Added |
| Arden Trust Co | 25,535 | $4.58M | 0.93% | −532−2.0% | Reduced |
| Asset Dedication, LLC | 25,602 | $4.58M | 0.46% | +1,217+5.0% | Added |
| Keene & Associates, Inc. | 25,466 | $4.57M | 4.08% | −306−1.2% | Reduced |
| Global Wealth Management Investment Advisory, Inc. | 25,357 | $4.55M | 1.48% | −459−1.8% | Reduced |
| Old Mission Investment Co LLC | 25,351 | $4.55M | 1.93% | +226+0.9% | Added |
| Marketfield Asset Management LLC | 25,339 | $4.55M | 4.34% | 00.0% | Unchanged |
| Arlington Financial Advisors, LLC | 25,285 | $4.54M | 1.91% | −325−1.3% | Reduced |
| Laurel Wealth Advisors LLC | 25,261 | $4.53M | 1.04% | +1,388+5.8% | Added |
| R.H. Dinel Investment Counsel, Inc. | 25,191 | $4.52M | 4.05% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 25,183 | $4.52M | 0.27% | +5,050+25.1% | Added |
| Arvest Trust Co N A | 25,180 | $4.52M | 0.28% | +352+1.4% | Added |
| Weatherly Asset Management L. P. | 25,175 | $4.52M | 0.62% | −745−2.9% | Reduced |
| BFSG, LLC | 25,135 | $4.51M | 0.90% | −1,591−6.0% | Reduced |
| Auxier Asset Management | 25,119 | $4.51M | 0.78% | 00.0% | Unchanged |
| First National Bank of Mount Dora, Trust Investment Services | 24,998 | $4.49M | 1.48% | +409+1.7% | Added |
| Wahed Invest LLC | 24,987 | $4.48M | 2.33% | +2,475+11.0% | Added |
| Naples Global Advisors, LLC | 24,915 | $4.47M | 0.57% | +839+3.5% | Added |
| Builder Investment Group Inc | 24,745 | $4.44M | 2.11% | +24,745 | New |
| VeraBank, N.A. | 24,663 | $4.43M | 2.21% | +49+0.2% | Added |
| StoneX Group Inc. | 24,663 | $4.43M | 0.53% | −202−0.8% | Reduced |
| Cornerstone Wealth Group, LLC | 24,596 | $4.41M | 0.83% | −719−2.8% | Reduced |