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 |
|---|---|---|---|---|---|
| Tompkins Financial Corp | 9,929 | $1.78M | 0.28% | −676−6.4% | Reduced |
| Front Row Advisors LLC | 9,929 | $1.78M | 0.92% | −15−0.2% | Reduced |
| Calton & Associates, Inc. | 9,877 | $1.77M | 0.69% | +821+9.1% | Added |
| Etesian Wealth Advisors, Inc. | 9,857 | $1.77M | 1.29% | +9,857 | New |
| Farmers Trust Co | 9,850 | $1.77M | 0.40% | +503+5.4% | Added |
| Wedmont Private Capital | 10,013 | $1.77M | 0.26% | +1,227+14.0% | Added |
| Fairhaven Wealth Management, LLC | 9,842 | $1.77M | 0.75% | +9,842 | New |
| Bourgeon Capital Management LLC | 9,836 | $1.77M | 0.43% | +51+0.5% | Added |
| ARGI Investment Services, LLC | 9,772 | $1.75M | 0.06% | +945+10.7% | Added |
| Caldwell Sutter Capital, Inc. | 9,751 | $1.75M | 1.54% | +9,751 | New |
| Clear Harbor Asset Management, LLC | 9,736 | $1.75M | 0.22% | −100−1.0% | Reduced |
| D.B. Root & Company, LLC | 9,719 | $1.74M | 0.74% | −97−1.0% | Reduced |
| TCM Advisors, LLC | – | $1.74M | 1.81% | – | – |
| Chicago Capital, LLC | 9,694 | $1.74M | 0.10% | +51+0.5% | Added |
| McKinley Capital Management LLC /Delaware | 9,669 | $1.74M | 0.23% | −425−4.2% | Reduced |
| Sawgrass Asset Management LLC | 9,643 | $1.73M | 0.24% | −1,221−11.2% | Reduced |
| High Net Worth Advisory Group LLC | 9,640 | $1.73M | 0.67% | −169−1.7% | Reduced |
| First Interstate Bank | 9,641 | $1.73M | 0.13% | −105−1.1% | Reduced |
| FRG Family Wealth Advisors LLC | 9,634 | $1.73M | 0.41% | +25+0.3% | Added |
| FinTrust Capital Advisors, LLC | 9,633 | $1.73M | 0.42% | −408−4.1% | Reduced |
| Sandbox Financial Partners, LLC | 9,597 | $1.72M | 1.19% | +3,365+54.0% | Added |
| BOS Asset Management, LLC | 9,587 | $1.72M | 1.54% | +9,587 | New |
| Stonehage Fleming Financial Services Holdings Ltd | 9,578 | $1.72M | 0.13% | −550−5.4% | Reduced |
| AFS Financial Group, LLC | 9,537 | $1.71M | 1.22% | +9,537 | New |
| TBH Global Asset Management, LLC | 9,527 | $1.71M | 0.42% | −300−3.1% | Reduced |
| Fishman Jay A Ltd | 9,513 | $1.71M | 0.24% | +50+0.5% | Added |
| Pensionmark Financial Group, LLC | 9,506 | $1.71M | 0.39% | −585−5.8% | Reduced |
| Meridian Wealth Advisors, LLC | 9,497 | $1.70M | 0.44% | −11,740−55.3% | Reduced |
| Andesa Financial Management Inc. | 9,468 | $1.70M | 0.93% | −4,166−30.6% | Reduced |
| Oak Hill Wealth Advisors, LLC | 9,450 | $1.70M | 0.70% | +9,450 | New |
| Sweet Financial Partners, LLC | 9,450 | $1.70M | 0.50% | +73+0.8% | Added |
| RMR Wealth Builders | 9,438 | $1.69M | 0.38% | +673+7.7% | Added |
| Ignite Planners, LLC | 9,419 | $1.69M | 0.71% | +3,990+73.5% | Added |
| Ford Financial Group, LLC | 9,430 | $1.69M | 0.67% | +243+2.6% | Added |
| Adviser Investments LLC | 9,639 | $1.69M | 0.04% | +24+0.2% | Added |
| Front Street Capital Management, Inc. | 9,380 | $1.68M | 0.40% | −63−0.7% | Reduced |
| Colonial River Wealth Management, LLC | 9,371 | $1.68M | 1.07% | +1,885+25.2% | Added |
| Plante Moran Financial Advisors, LLC | 9,363 | $1.68M | 0.24% | +230+2.5% | Added |
| LifePro Asset Management | 9,333 | $1.68M | 1.22% | −311−3.2% | Reduced |
| FOCUS Wealth Advisors, LLC | 9,294 | $1.67M | 1.15% | −34−0.4% | Reduced |
| RSM US Wealth Management LLC | 9,325 | $1.66M | 0.08% | +3,003+47.5% | Added |
| Wiley Bros.-Aintree Capital, LLC | 9,260 | $1.66M | 0.83% | −176−1.9% | Reduced |
| Heritage Wealth Advisors | 9,248 | $1.66M | 0.10% | −1,088−10.5% | Reduced |
| Cravens & Co Advisors, LLC | 9,247 | $1.66M | 1.54% | +9,247 | New |
| Wintrust Investments LLC | 9,237 | $1.66M | 0.22% | +529+6.1% | Added |
| Legacy Bridge, LLC | 9,218 | $1.65M | 1.18% | +464+5.3% | Added |
| Harrell Investment Partners, LLC | 9,198 | $1.65M | 0.65% | +13+0.1% | Added |
| World Equity Group, Inc. | 9,162 | $1.64M | 0.39% | +327+3.7% | Added |
| Adalta Capital Management LLC | 9,118 | $1.64M | 1.15% | 00.0% | Unchanged |
| Curi Capital | 9,106 | $1.63M | 0.23% | +566+6.6% | Added |
| Firestone Capital Management | 9,104 | $1.63M | 0.61% | 00.0% | Unchanged |
| Pinnacle Wealth Management, LLC | 9,083 | $1.63M | 1.96% | −2,993−24.8% | Reduced |
| Advisory Research Inc | 9,083 | $1.63M | 0.15% | −1,089−10.7% | Reduced |
| Virtue Capital Management, LLC | 9,082 | $1.63M | 0.25% | +7,083+354.3% | Added |
| Compton Capital Management Inc | 9,054 | $1.63M | 1.17% | −400−4.2% | Reduced |
| KLCM Advisors, Inc. | 9,048 | $1.62M | 0.33% | −147−1.6% | Reduced |
| Relative Value Partners Group, LLC | 9,037 | $1.62M | 0.11% | +727+8.7% | Added |
| Tradition Wealth Management, LLC | 9,030 | $1.62M | 0.23% | −453−4.8% | Reduced |
| Wells Trecaso Financial Group, LLC | 9,007 | $1.62M | 0.81% | +26+0.3% | Added |
| Menard Financial Group LLC | 9,005 | $1.62M | 3.85% | −2,261−20.1% | Reduced |
| Needham Investment Management LLC | 9,000 | $1.62M | 0.29% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 8,995 | $1.61M | 0.51% | +1,696+23.2% | Added |
| Brandywine Oak Private Wealth LLC | 8,991 | $1.61M | 0.20% | −469−5.0% | Reduced |
| Plancorp, LLC | 8,986 | $1.61M | 0.10% | +26+0.3% | Added |
| Pacific Sage Partners, LLC | 8,984 | $1.61M | 0.54% | +8,984 | New |
| Boston Research & Management Inc | 8,983 | $1.61M | 0.50% | −80−0.9% | Reduced |
| Gradient Capital Advisors, LLC | 8,966 | $1.61M | 0.73% | 00.0% | Unchanged |
| Advisory Alpha, LLC | 8,965 | $1.61M | 0.11% | +256+2.9% | Added |
| Cadent Capital Advisors, LLC | 8,939 | $1.60M | 0.96% | +2,427+37.3% | Added |
| Kowal Investment Group, LLC | 8,913 | $1.60M | 0.48% | +369+4.3% | Added |
| Parkside Financial Bank & Trust | 8,912 | $1.60M | 0.46% | +661+8.0% | Added |
| Comprehensive Financial Consultants Institutional, Inc. | 9,033 | $1.60M | 0.98% | −334−3.6% | Reduced |
| McDaniel Terry & Co | 8,905 | $1.60M | 0.19% | +7+0.1% | Added |
| Blue Fin Capital, Inc. | 8,901 | $1.60M | 0.59% | +4,432+99.2% | Added |
| Centric Wealth Management | 8,896 | $1.60M | 0.81% | +170+1.9% | Added |
| Capstone Wealth Management Group, LLC | 8,875 | $1.59M | 1.71% | −509−5.4% | Reduced |
| First Command Bank | 8,836 | $1.59M | 0.20% | +123+1.4% | Added |
| First Command Financial Services, Inc. | 8,836 | $1.59M | 0.20% | +123+1.4% | Added |
| Rice Partnership, LLC | 8,830 | $1.58M | 0.50% | +748+9.3% | Added |
| Wolff Financial Management LLC | 8,828 | $1.58M | 0.59% | +30.0% | Added |
| Cypress Wealth Services, LLC | 8,812 | $1.58M | 0.51% | +22+0.3% | Added |
| Mastrapasqua Asset Management Inc | 8,771 | $1.57M | 0.21% | +977+12.5% | Added |
| Manhattan West Asset Management, LLC | 8,766 | $1.57M | 0.80% | +489+5.9% | Added |
| Evergreen Wealth Solutions, LLC | 8,710 | $1.56M | 2.06% | −196−2.2% | Reduced |
| StrategIQ Financial Group, LLC | 8,683 | $1.56M | 0.18% | −185−2.1% | Reduced |
| Fortitude Advisory Group L.L.C. | 8,672 | $1.56M | 1.35% | +129+1.5% | Added |
| Seeyond | 8,668 | $1.56M | 0.15% | +1,388+19.1% | Added |
| Energy Opportunities Capital Management, LLC | 8,645 | $1.55M | 4.51% | −410−4.5% | Reduced |
| Thrive Wealth Management, LLC | 8,617 | $1.55M | 0.44% | +1,109+14.8% | Added |
| Timber Creek Capital Management LLC | 8,604 | $1.54M | 0.58% | −80−0.9% | Reduced |
| Walker Asset Management, LLC | 8,578 | $1.54M | 1.34% | −31−0.4% | Reduced |
| CVA Family Office, LLC | 8,577 | $1.54M | 0.37% | −35−0.4% | Reduced |
| Investment Partners, Ltd. | 8,576 | $1.54M | 0.81% | −13,434−61.0% | Reduced |
| Warther Private Wealth, LLC | 8,571 | $1.54M | 1.15% | −1,505−14.9% | Reduced |
| Drive Wealth Management, LLC | 8,479 | $1.52M | 0.76% | +4,060+91.9% | Added |
| Sargent Bickham Lagudis LLC | 8,472 | $1.52M | 0.12% | +455+5.7% | Added |
| First Commonwealth Financial Corp | 8,468 | $1.52M | 0.57% | −685−7.5% | Reduced |
| Core Wealth Advisors, Inc. | 8,458 | $1.52M | 0.66% | +8,458 | New |
| Park Place Capital Corp | 8,455 | $1.52M | 0.43% | +8,455 | New |
| Amarillo National Bank | 8,436 | $1.51M | 0.35% | 00.0% | Unchanged |