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 | 4,311 | $298.0B |
| Q4 2025 | 3,993 | $223.3B |
| Q3 2025 | 3,802 | $225.3B |
| Q2 2025 | 3,707 | $189.0B |
| Q1 2025 | 3,825 | $222.9B |
| Q4 2024 | 3,764 | $194.0B |
| Q3 2024 | 3,487 | $198.0B |
| Q2 2024 | 3,510 | $214.0B |
| Q1 2024 | 3,522 | $212.7B |
| Q4 2023 | 3,477 | $200.3B |
| Q3 2023 | 3,338 | $222.6B |
| Q2 2023 | 3,285 | $205.0B |
| Q1 2023 | 3,272 | $217.1B |
| Q4 2022 | 3,288 | $243.6B |
| Q3 2022 | 3,056 | $195.7B |
| Q2 2022 | 3,060 | $198.4B |
| Q1 2022 | 3,070 | $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 |
|---|---|---|---|---|---|
| Smith, Moore & Co. | 15,328 | $2.75M | 0.38% | +366+2.4% | Added |
| Valmark Advisers, Inc. | 15,321 | $2.75M | 0.06% | +5,204+51.4% | Added |
| Hunter Associates Investment Management LLC | 15,295 | $2.75M | 0.66% | −1,970−11.4% | Reduced |
| Conning Inc. | 15,299 | $2.75M | 0.09% | −255−1.6% | Reduced |
| Eads & Heald Wealth Management | 15,301 | $2.75M | 1.40% | −776−4.8% | Reduced |
| CX Institutional | 15,277 | $2.74M | 0.17% | +687+4.7% | Added |
| Karpas Strategies, LLC | 15,264 | $2.74M | 0.96% | −183−1.2% | Reduced |
| Somerset Group LLC | 15,263 | $2.74M | 2.42% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 15,233 | $2.73M | 0.26% | −184−1.2% | Reduced |
| Tudor Investment Corp Et Al | 15,195 | $2.73M | 0.07% | −27,463−64.4% | Reduced |
| Centaurus Financial, Inc. | 15,170 | $2.72M | 0.26% | −1,734−10.3% | Reduced |
| Somerset Trust Co | 15,167 | $2.72M | 1.14% | +62+0.4% | Added |
| Curbstone Financial Management Corp | 15,146 | $2.72M | 0.68% | −558−3.6% | Reduced |
| Financial Sense Advisors, Inc. | 15,145 | $2.72M | 1.13% | +611+4.2% | Added |
| Northstar Asset Management LLC | 15,138 | $2.72M | 0.86% | +700+4.8% | Added |
| WCG Wealth Advisors LLC | 15,135 | $2.72M | 0.37% | +1,568+11.6% | Added |
| Waldron Private Wealth LLC | 18,874 | $2.71M | 0.17% | 00.0% | Unchanged |
| Modus Advisors, LLC | 15,099 | $2.71M | 1.31% | +3,139+26.2% | Added |
| Pecaut & Co. | 15,076 | $2.71M | 1.28% | −456−2.9% | Reduced |
| Focus Financial Network, Inc. | 15,035 | $2.70M | 0.22% | −797−5.0% | Reduced |
| Lee Johnson Capital Management, LLC | 15,020 | $2.70M | 5.03% | +427+2.9% | Added |
| Smith Chas P & Associates Pa Cpas | 15,009 | $2.69M | 0.19% | −262−1.7% | Reduced |
| Burke & Herbert Bank & Trust Co | 15,006 | $2.69M | 2.00% | −37−0.2% | Reduced |
| Newman Dignan & Sheerar, Inc. | 15,005 | $2.69M | 0.89% | +40.0% | Added |
| Chicago Partners Investment Group LLC | 15,467 | $2.69M | 0.16% | −925−5.6% | Reduced |
| Shelton Capital Management | 15,000 | $2.69M | 0.28% | −51,536−77.5% | Reduced |
| Granby Capital Management, LLC | 15,000 | $2.69M | 1.99% | +15,000 | New |
| Lindenwold Advisors | 14,994 | $2.69M | 1.80% | +205+1.4% | Added |
| Cassaday & Co Wealth Management LLC | 14,982 | $2.69M | 0.12% | +14,982 | New |
| BerganKDV Wealth Management, LLC | 14,957 | $2.68M | 0.29% | −252−1.7% | Reduced |
| New Hampshire Trust | 14,898 | $2.67M | 0.71% | +14,898 | New |
| Monarch Capital Management Inc | 14,894 | $2.67M | 0.82% | −1,190−7.4% | Reduced |
| Cape Ann Savings Bank | 14,883 | $2.67M | 1.96% | −68−0.5% | Reduced |
| Condor Capital Management | 14,880 | $2.67M | 0.33% | −21−0.1% | Reduced |
| Black Swift Group, LLC | 14,850 | $2.67M | 1.07% | −13,000−46.7% | Reduced |
| AdvisorNet Financial, Inc | 14,799 | $2.66M | 0.26% | −888−5.7% | Reduced |
| SignalPoint Asset Management, LLC | 14,797 | $2.66M | 0.93% | −109−0.7% | Reduced |
| Liberty One Investment Management, LLC | 14,759 | $2.65M | 0.38% | −1,024−6.5% | Reduced |
| First County Bank | 14,754 | $2.65M | 1.27% | +14,754 | New |
| Arbor Trust Wealth Advisors, LLC | 14,749 | $2.65M | 1.83% | +50.0% | Added |
| Sterling Investment Advisors, Ltd. | 14,747 | $2.65M | 0.95% | −2,524−14.6% | Reduced |
| Page Arthur B | 14,728 | $2.64M | 2.60% | +223+1.5% | Added |
| Buckingham Strategic Partners | 14,711 | $2.64M | 0.20% | −9,913−40.3% | Reduced |
| Mendel Money Management | 14,696 | $2.64M | 1.50% | −171−1.2% | Reduced |
| CIC Wealth, LLC | 14,690 | $2.64M | 1.09% | +14,690 | New |
| Washington Trust Co | 14,669 | $2.63M | 0.12% | −28−0.2% | Reduced |
| Titleist Asset Management, Ltd. | 14,652 | $2.63M | 0.62% | +1,498+11.4% | Added |
| Winslow Asset Management Inc | 14,648 | $2.63M | 0.62% | −187−1.3% | Reduced |
| Chemung Canal Trust Co | 14,640 | $2.63M | 0.60% | −273−1.8% | Reduced |
| Ironwood Investment Counsel, LLC | 14,611 | $2.62M | 0.64% | −261−1.8% | Reduced |
| Allred Capital Management, LLC | 14,592 | $2.62M | 1.44% | −152−1.0% | Reduced |
| Bull Street Advisors, LLC | 14,577 | $2.62M | 1.36% | +91+0.6% | Added |
| Clearview Wealth Advisors LLC | 14,529 | $2.61M | 2.02% | −12−0.1% | Reduced |
| Horizon Kinetics Asset Management LLC | 14,519 | $2.61M | 0.04% | −197−1.3% | Reduced |
| Kiley Juergens Wealth Management, LLC | 14,483 | $2.60M | 1.09% | +818+6.0% | Added |
| O'Brien Greene & Co. Inc | 14,479 | $2.60M | 0.99% | −29,228−66.9% | Reduced |
| Cohen Lawrence B | 14,409 | $2.59M | 1.35% | +2,062+16.7% | Added |
| Herbst Group, LLC | 14,400 | $2.58M | 2.09% | +2,900+25.2% | Added |
| Convergence Investment Partners, LLC | 14,329 | $2.57M | 1.52% | −3,207−18.3% | Reduced |
| Greenwood Capital Associates LLC | 14,329 | $2.57M | 0.42% | −2,848−16.6% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 14,327 | $2.57M | 0.68% | −1,513−9.6% | Reduced |
| Martin & Co Inc | 14,325 | $2.57M | 0.68% | +371+2.7% | Added |
| Ahl Investment Management, Inc. | 14,309 | $2.57M | 2.39% | +131+0.9% | Added |
| Center for Financial Planning, Inc. | 14,260 | $2.56M | 0.62% | −400−2.7% | Reduced |
| Abundance Wealth Counselors | 14,250 | $2.56M | 0.70% | +181+1.3% | Added |
| Mountain Capital Investment Advisors, Inc | 14,525 | $2.56M | 1.16% | +1,657+12.9% | Added |
| Keudell/Morrison Wealth Management | 14,232 | $2.55M | 0.82% | −948−6.2% | Reduced |
| Chapman Investment Management, LLC | 14,196 | $2.55M | 2.32% | 00.0% | Unchanged |
| Patton Fund Management, Inc. | 14,186 | $2.55M | 0.74% | −276−1.9% | Reduced |
| Delaney Dennis R | 14,146 | $2.54M | 2.27% | 00.0% | Unchanged |
| Trifecta Capital Advisors, LLC | 14,096 | $2.53M | 1.01% | +14,096 | New |
| ProVise Management Group, LLC | 14,092 | $2.53M | 0.26% | +121+0.9% | Added |
| Lindbrook Capital, LLC | 14,072 | $2.53M | 0.31% | +985+7.5% | Added |
| Premier Asset Management LLC | 14,047 | $2.52M | 3.17% | −6,811−32.7% | Reduced |
| Choate Investment Advisors | 14,019 | $2.52M | 0.15% | +2,670+23.5% | Added |
| Nixon Peabody Trust Co | 14,015 | $2.52M | 2.04% | +2,025+16.9% | Added |
| Telemus Capital, LLC | 14,188 | $2.51M | 0.23% | −717−4.8% | Reduced |
| Ti-Trust, Inc | 13,953 | $2.50M | 2.38% | +71+0.5% | Added |
| First City Capital Management, Inc. | 13,892 | $2.49M | 1.50% | −599−4.1% | Reduced |
| Wealth Effects LLC | 13,889 | $2.49M | 1.43% | −558−3.9% | Reduced |
| Capital Advisors Wealth Management, LLC | 13,864 | $2.49M | 0.75% | −2,396−14.7% | Reduced |
| Sentry Investment Management LLC | 13,797 | $2.48M | 1.09% | +1,432+11.6% | Added |
| Copperwynd Financial, LLC | 13,776 | $2.47M | 1.39% | −1,165−7.8% | Reduced |
| New Potomac Partners, LLC | 13,751 | $2.47M | 1.83% | −133−1.0% | Reduced |
| Lafayette Investments, Inc. | 13,747 | $2.47M | 0.69% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 13,728 | $2.46M | 0.52% | +358+2.7% | Added |
| Baldwin Investment Management, LLC | 13,690 | $2.46M | 0.44% | +349+2.6% | Added |
| Home Federal Bank of Tennessee | 13,629 | $2.45M | 0.93% | +25+0.2% | Added |
| Fidelis Capital Partners, LLC | 13,955 | $2.44M | 2.88% | +13,955 | New |
| Settian Capital LP | 13,600 | $2.44M | 2.14% | +600+4.6% | Added |
| Harbour Investment Management LLC | 13,573 | $2.44M | 1.40% | 00.0% | Unchanged |
| Pin Oak Investment Advisors Inc | 13,522 | $2.43M | 2.99% | −575−4.1% | Reduced |
| Burleson & Company, LLC | 13,495 | $2.42M | 0.61% | +716+5.6% | Added |
| Grove Bank & Trust | 13,454 | $2.42M | 0.53% | −5,540−29.2% | Reduced |
| Aft, Forsyth & Sober, LLC | 13,450 | $2.41M | 1.09% | 00.0% | Unchanged |
| Fluent Financial, LLC | 13,385 | $2.40M | 1.43% | −168−1.2% | Reduced |
| Nexus Investment Management ULC | 13,350 | $2.40M | 0.27% | −1,750−11.6% | Reduced |
| Notis-McConarty Edward | 13,315 | $2.39M | 0.99% | −125−0.9% | Reduced |
| NovaPoint Capital, LLC | 13,312 | $2.39M | 1.04% | −234−1.7% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 13,305 | $2.39M | 0.42% | +1,963+17.3% | Added |