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 |
|---|---|---|---|---|---|
| Tufton Capital Management | 72,939 | $13.1M | 2.88% | −565−0.8% | Reduced |
| Coastline Trust Co | 72,870 | $13.1M | 1.95% | +25,774+54.7% | Added |
| Lincoln National Corp | 72,820 | $13.1M | 0.30% | +3,142+4.5% | Added |
| Guardian Capital Advisors LP | 73,340 | $13.0M | 1.47% | −3,530−4.6% | Reduced |
| Colonial Trust Advisors | 71,898 | $12.9M | 1.58% | +623+0.9% | Added |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 71,299 | $12.8M | 0.60% | +1,871+2.7% | Added |
| Wealth Advisory Solutions, LLC | 71,176 | $12.8M | 3.43% | −438−0.6% | Reduced |
| Leavell Investment Management, Inc. | 71,076 | $12.8M | 0.96% | +800+1.1% | Added |
| RMB Capital Management, LLC | 70,950 | $12.7M | 0.45% | +3,877+5.8% | Added |
| Dearborn Partners LLC | 70,842 | $12.7M | 0.51% | −705−1.0% | Reduced |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 70,778 | $12.7M | 0.16% | −130−0.2% | Reduced |
| Abeille Asset Management SA | 136,533 | $12.6M | 0.65% | −675−0.5% | Reduced |
| Bartlett & Co. LLC | 70,081 | $12.6M | 0.25% | +4,896+7.5% | Added |
| Bartlett & Co. Wealth Management LLC | 70,081 | $12.6M | 0.25% | +4,896+7.5% | Added |
| Violich Capital Management, Inc. | 70,010 | $12.6M | 2.23% | +475+0.7% | Added |
| United Services Automobile Association | 69,990 | $12.6M | 0.29% | −9,183−11.6% | Reduced |
| Barings LLC | 69,883 | $12.5M | 0.44% | −4,684−6.3% | Reduced |
| ARS Investment Partners, LLC | 69,551 | $12.5M | 1.66% | −14,840−17.6% | Reduced |
| Cutler Investment Counsel LLC | 69,327 | $12.4M | 1.90% | −3,328−4.6% | Reduced |
| Means Investment Co., Inc. | 69,295 | $12.4M | 2.49% | +1,589+2.3% | Added |
| Mechanics Bank Trust Department | 69,144 | $12.4M | 2.15% | −3,509−4.8% | Reduced |
| NBT Bank N A | 68,774 | $12.3M | 1.80% | −1,545−2.2% | Reduced |
| Edge Capital Group, LLC | 68,373 | $12.3M | 0.86% | +19,651+40.3% | Added |
| Morgan Dempsey Capital Management LLC | 68,292 | $12.3M | 3.40% | +2,018+3.0% | Added |
| Schonfeld Strategic Advisors LLC | 68,199 | $12.2M | 0.10% | +12,626+22.7% | Added |
| Caldwell Trust Co | 67,647 | $12.1M | 1.72% | −1,034−1.5% | Reduced |
| Citadel Advisors LLC | 67,601 | $12.1M | 0.01% | −1,690,999−96.2% | Reduced |
| Richard Bernstein Advisors LLC | 67,524 | $12.1M | 0.27% | −12,430−15.5% | Reduced |
| Allied Investment Advisors, LLC | 67,507 | $12.1M | 3.79% | −1,974−2.8% | Reduced |
| Hennessy Advisors Inc | 67,375 | $12.1M | 0.79% | −7,100−9.5% | Reduced |
| American Investment Services, Inc. | 67,203 | $12.1M | 2.48% | −16,220−19.4% | Reduced |
| Bard Financial Services, Inc. | 66,945 | $12.0M | 1.02% | +1,380+2.1% | Added |
| Bogart Wealth, LLC | 66,901 | $12.0M | 0.84% | +3,461+5.5% | Added |
| Venture Visionary Partners LLC | 66,380 | $11.9M | 0.86% | +3,892+6.2% | Added |
| Dean Investment Associates, LLC | 66,113 | $11.9M | 2.02% | +7,394+12.6% | Added |
| Neville Rodie & Shaw Inc | 66,044 | $11.9M | 1.11% | −250.0% | Reduced |
| Montgomery Investment Management Inc | 65,727 | $11.8M | 4.19% | −150.0% | Reduced |
| Ameritas Investment Partners, Inc. | 65,503 | $11.8M | 0.47% | −1,947−2.9% | Reduced |
| Trust Co of Vermont | 65,417 | $11.7M | 0.86% | +3,570+5.8% | Added |
| Channing Capital Management, LLC | 64,785 | $11.6M | 0.37% | +60+0.1% | Added |
| Kentucky Retirement Systems Insurance Trust Fund | 64,536 | $11.6M | 1.00% | 00.0% | Unchanged |
| Prospera Financial Services Inc | 64,504 | $11.6M | 0.58% | −17,630−21.5% | Reduced |
| Ibex Wealth Advisors | 64,379 | $11.6M | 2.61% | −696−1.1% | Reduced |
| Laurel Wealth Advisors, Inc. | 64,270 | $11.5M | 1.14% | +1,802+2.9% | Added |
| Integrated Advisors Network LLC | 64,067 | $11.5M | 0.74% | −4,085−6.0% | Reduced |
| Live Oak Private Wealth LLC | 64,058 | $11.5M | 2.38% | +519+0.8% | Added |
| Stratos Wealth Partners, LTD. | 63,673 | $11.4M | 0.29% | +3,871+6.5% | Added |
| Trustmark National Bank Trust Department | 63,420 | $11.4M | 1.05% | +13,989+28.3% | Added |
| Visionary Wealth Advisors | 63,173 | $11.3M | 1.05% | +1,233+2.0% | Added |
| Biondo Investment Advisors, LLC | 62,595 | $11.3M | 2.52% | −1,181−1.9% | Reduced |
| Pittenger & Anderson Inc | 63,063 | $11.3M | 0.62% | +3,760+6.3% | Added |
| Stokes Family Office, LLC | 62,111 | $11.1M | 1.43% | +681+1.1% | Added |
| Great Valley Advisor Group, Inc. | 62,008 | $11.1M | 0.57% | −15,273−19.8% | Reduced |
| Centre Asset Management, LLC | 61,897 | $11.1M | 2.94% | −26,676−30.1% | Reduced |
| FourThought Financial Partners, LLC | 61,880 | $11.1M | 1.61% | +61,880 | New |
| Summit Global Investments | 61,032 | $11.0M | 0.92% | +35,407+138.2% | Added |
| Hennion & Walsh Asset Management, Inc. | 61,016 | $11.0M | 0.68% | −773−1.3% | Reduced |
| Compagnie Lombard Odier SCmA | 60,983 | $10.9M | 0.29% | +12,886+26.8% | Added |
| Erste Asset Management GmbH | 60,924 | $10.9M | 0.23% | +10,505+20.8% | Added |
| Sand Hill Global Advisors, LLC | 60,513 | $10.9M | 0.61% | −1,844−3.0% | Reduced |
| Peddock Capital Advisors, LLC | 60,475 | $10.9M | 4.20% | +312+0.5% | Added |
| Boston Family Office LLC | 60,261 | $10.8M | 0.90% | −254−0.4% | Reduced |
| National Mutual Insurance Federation of Agricultural Cooperatives | 60,000 | $10.8M | 0.13% | +21,958+57.7% | Added |
| Meridian Investment Counsel Inc. | 59,994 | $10.8M | 4.30% | −961−1.6% | Reduced |
| KMG Fiduciary Partners, LLC | 59,975 | $10.8M | 1.77% | +3,024+5.3% | Added |
| Pioneer Trust Bank N A | 59,815 | $10.7M | 3.25% | −8,805−12.8% | Reduced |
| WSFS Capital Management, LLC | 59,677 | $10.7M | 1.16% | +45,752+328.6% | Added |
| Balentine LLC | 59,676 | $10.7M | 0.37% | +24,115+67.8% | Added |
| American National Bank | 59,649 | $10.7M | 2.20% | −2,634−4.2% | Reduced |
| Sepio Capital, LP | 59,551 | $10.7M | 0.92% | +12,078+25.4% | Added |
| Perigon Wealth Management, LLC | 59,506 | $10.7M | 0.66% | +4,241+7.7% | Added |
| First Nebraska Trust Co | 59,099 | $10.6M | 1.38% | +277+0.5% | Added |
| Fagan Associates, Inc. | 58,979 | $10.6M | 2.82% | +1,177+2.0% | Added |
| Resources Management Corp | 58,937 | $10.6M | 1.67% | −95−0.2% | Reduced |
| Patten & Patten Inc | 58,930 | $10.6M | 0.96% | +1,219+2.1% | Added |
| SeaCrest Wealth Management, LLC | 58,869 | $10.6M | 1.52% | +321+0.5% | Added |
| Iowa State Bank | 58,611 | $10.5M | 2.64% | −543−0.9% | Reduced |
| Tokio Marine Asset Management Co Ltd | 58,507 | $10.5M | 0.82% | +2,821+5.1% | Added |
| Birmingham Capital Management Co Inc | 58,403 | $10.5M | 3.98% | −435−0.7% | Reduced |
| Canandaigua National Corp | 58,234 | $10.5M | 1.77% | −591−1.0% | Reduced |
| Foundations Investment Advisors, LLC | 58,134 | $10.4M | 0.42% | +38,247+192.3% | Added |
| Petredis Investment Advisors LLC | 57,895 | $10.4M | 1.89% | +57,895 | New |
| Tower Research Capital LLC (TRC) | 57,318 | $10.3M | 0.43% | −113,281−66.4% | Reduced |
| Cutler Group LP | 57,201 | $10.3M | 1.25% | +42,227+282.0% | Added |
| Cubist Systematic Strategies, LLC | 57,157 | $10.3M | 0.09% | −143,015−71.4% | Reduced |
| Miramar Capital, LLC | 56,869 | $10.2M | 2.68% | +340+0.6% | Added |
| Aptus Capital Advisors, LLC | 56,827 | $10.2M | 0.33% | −24,481−30.1% | Reduced |
| Advisor Partners II, LLC | 56,725 | $10.2M | 0.63% | +9,057+19.0% | Added |
| Sigma Planning Corp | 56,724 | $10.2M | 0.36% | −3,435−5.7% | Reduced |
| Grassi Investment Management | 56,396 | $10.1M | 1.37% | 00.0% | Unchanged |
| Sky Investment Group LLC | 56,351 | $10.1M | 2.39% | +61+0.1% | Added |
| Intact Investment Management Inc. | 55,900 | $10.0M | 0.43% | −18,300−24.7% | Reduced |
| Trust Co of Toledo NA | 55,892 | $10.0M | 1.89% | +129+0.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 55,756 | $10.0M | 0.26% | −11,131−16.6% | Reduced |
| Woodward Diversified Capital, LLC | 55,701 | $10.0M | 8.05% | +606+1.1% | Added |
| Parallel Advisors, LLC | 55,472 | $9.96M | 0.43% | +1,219+2.2% | Added |
| Terry L. Blaker | 55,225 | $9.91M | 0.91% | −1,160−2.1% | Reduced |
| Squarepoint Ops LLC | 54,931 | $9.86M | 0.07% | −115,997−67.9% | Reduced |
| Refined Wealth Management | 54,693 | $9.82M | 8.59% | −5,796−9.6% | Reduced |
| Private Advisor Group, LLC | 205,619 | $9.80M | 0.49% | +5,302+2.6% | Added |