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 |
|---|---|---|---|---|---|
| Wallace Advisory Group, LLC | 42,445 | $7.62M | 6.01% | +42,445 | New |
| Grimes & Company, Inc. | 42,371 | $7.61M | 0.32% | +3,506+9.0% | Added |
| WESPAC Advisors SoCal, LLC | 42,084 | $7.55M | 2.81% | +150.0% | Added |
| Hourglass Capital, LLC | 42,068 | $7.55M | 2.66% | −2,037−4.6% | Reduced |
| Fred Alger Management, LLC | 41,913 | $7.52M | 0.04% | +3,985+10.5% | Added |
| Beck Bode, LLC | 41,897 | $7.52M | 1.69% | +10,539+33.6% | Added |
| S&CO Inc | 41,735 | $7.49M | 0.66% | 00.0% | Unchanged |
| Silvia McColl Wealth Management, LLC | 41,714 | $7.49M | 7.36% | +41,714 | New |
| Nelson Capital Management, LLC | 41,702 | $7.49M | 2.20% | +617+1.5% | Added |
| FineMark National Bank & Trust | 41,676 | $7.48M | 0.34% | −1,065−2.5% | Reduced |
| Wetherby Asset Management Inc | 41,598 | $7.47M | 0.48% | +2,228+5.7% | Added |
| Dudley Capital Management, LLC | 41,406 | $7.43M | 5.46% | +41,406 | New |
| Commerzbank Aktiengesellschaft | 41,356 | $7.42M | 0.46% | +360+0.9% | Added |
| Ameritas Advisory Services, LLC | 41,287 | $7.41M | 0.34% | +6,642+19.2% | Added |
| Rodgers Brothers Inc. | 41,133 | $7.38M | 1.48% | −304−0.7% | Reduced |
| Gilman Hill Asset Management, LLC | 41,031 | $7.36M | 1.51% | −16,197−28.3% | Reduced |
| Chesley Taft & Associates LLC | 41,028 | $7.36M | 0.51% | −442−1.1% | Reduced |
| Canada Pension Plan Investment Board | 41,023 | $7.36M | 0.01% | +4,200+11.4% | Added |
| Walleye Capital LLC | 40,854 | $7.33M | 0.16% | −78,889−65.9% | Reduced |
| Oak Harvest Investment Services | 40,728 | $7.31M | 1.90% | −1,032−2.5% | Reduced |
| NewEdge Wealth, LLC | 40,671 | $7.30M | 0.31% | −1,006−2.4% | Reduced |
| Fiduciary Alliance LLC | 40,623 | $7.29M | 1.89% | +40,623 | New |
| Beacon Investment Advisory Services, Inc. | 40,484 | $7.27M | 0.37% | −67−0.2% | Reduced |
| Farmers & Merchants Trust Co of Long Beach | 40,479 | $7.27M | 2.05% | −558−1.4% | Reduced |
| Principle Wealth Partners LLC | 40,414 | $7.25M | 0.82% | −1,799−4.3% | Reduced |
| Abbrea Capital, LLC | 40,411 | $7.25M | 1.31% | +846+2.1% | Added |
| Capital Analysts, LLC | 40,407 | $7.25M | 0.44% | −505−1.2% | Reduced |
| Bragg Financial Advisors, Inc | 40,283 | $7.23M | 0.44% | +1,051+2.7% | Added |
| Community Bank & Trust, Waco, Texas | 40,192 | $7.21M | 2.35% | −203−0.5% | Reduced |
| City Holding Co | 39,714 | $7.13M | 1.33% | +663+1.7% | Added |
| Martin Capital Partners, LLC | 39,705 | $7.13M | 2.94% | +1,069+2.8% | Added |
| Moody National Bank Trust Division | 39,615 | $7.11M | 0.62% | −196−0.5% | Reduced |
| Patton Albertson Miller Group, LLC | 39,596 | $7.11M | 1.30% | −159−0.4% | Reduced |
| Quantinno Capital Management LP | 39,506 | $7.09M | 0.53% | +13,900+54.3% | Added |
| Madden Securities Corp | 39,489 | $7.09M | 3.74% | −4,377−10.0% | Reduced |
| Resources Investment Advisors, LLC. | 39,324 | $7.06M | 0.20% | +1,284+3.4% | Added |
| Belpointe Asset Management LLC | 39,241 | $7.04M | 0.43% | +711+1.8% | Added |
| Sandy Spring Bank | 39,176 | $7.03M | 0.42% | −1,317−3.3% | Reduced |
| Cohen & Steers, Inc. | 39,065 | $7.01M | 0.02% | −99,561−71.8% | Reduced |
| Plimoth Trust Co LLC | 39,061 | $7.01M | 2.26% | +277+0.7% | Added |
| Horizon Investments, LLC | 39,043 | $7.01M | 0.20% | −14,941−27.7% | Reduced |
| Oliver Luxxe Assets LLC | 39,012 | $7.00M | 1.95% | −40.0% | Reduced |
| Alpha Cubed Investments, LLC | 38,974 | $7.00M | 0.53% | +8,122+26.3% | Added |
| Cary Street Partner Investment Advisory LLC | 38,833 | $6.97M | 0.51% | −499−1.3% | Reduced |
| Graypoint LLC | 38,757 | $6.96M | 0.83% | +554+1.5% | Added |
| XML Financial, LLC | 38,755 | $6.96M | 0.87% | −27,354−41.4% | Reduced |
| Hartford Financial Management Inc. | 38,753 | $6.96M | 1.84% | −31−0.1% | Reduced |
| Level Four Advisory Services, LLC | 38,629 | $6.93M | 0.51% | +11,551+42.7% | Added |
| Putnam Investments LLC | 38,627 | $6.93M | 0.01% | +149+0.4% | Added |
| Paradigm Asset Management Co LLC | 38,578 | $6.92M | 1.94% | +19,600+103.3% | Added |
| Sonora Investment Management Group, LLC | 38,504 | $6.91M | 0.63% | +1,931+5.3% | Added |
| Moreno Evelyn V | 38,500 | $6.91M | 1.60% | +17,951+87.4% | Added |
| Thoroughbred Financial Services, LLC | 38,444 | $6.90M | 1.13% | +2,224+6.1% | Added |
| Teamwork Financial Advisors, LLC | 38,391 | $6.89M | 1.39% | +14,014+57.5% | Added |
| Capital City Trust Co | 38,382 | $6.89M | 2.27% | −596−1.5% | Reduced |
| Windle Wealth, LLC | 38,214 | $6.86M | 5.35% | +38,214 | New |
| South Dakota Investment Council | 38,135 | $6.84M | 0.15% | −2,500−6.2% | Reduced |
| Morse Asset Management, Inc | 38,136 | $6.84M | 2.49% | −338−0.9% | Reduced |
| Monte Financial Group, LLC | 38,116 | $6.84M | 3.52% | −571−1.5% | Reduced |
| WoodTrust Financial Corp | 37,949 | $6.81M | 1.41% | −2,236−5.6% | Reduced |
| Beacon Harbor Wealth Advisors, Inc. | 37,875 | $6.80M | 2.31% | +37,875 | New |
| Wolverine Trading, LLC | 37,868 | $6.80M | 0.12% | −52,656−58.2% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 37,739 | $6.77M | 2.24% | −10,800−22.3% | Reduced |
| Madison Wealth Management | 37,737 | $6.77M | 1.55% | +24,322+181.3% | Added |
| Metis Global Partners, LLC | 37,662 | $6.76M | 0.60% | +9,891+35.6% | Added |
| Ridgecrest Wealth Partners, LLC | 37,556 | $6.74M | 5.12% | −2,642−6.6% | Reduced |
| Hollow Brook Wealth Management LLC | 37,412 | $6.72M | 3.21% | +943+2.6% | Added |
| Greylin Investment Mangement Inc | 37,397 | $6.71M | 1.24% | −90−0.2% | Reduced |
| McGinn Investment Management, Inc. | 37,376 | $6.71M | 4.83% | −505−1.3% | Reduced |
| Sumitomo Life Insurance Co | 37,295 | $6.69M | 0.49% | −319−0.8% | Reduced |
| Schulhoff & Co Inc | 37,165 | $6.67M | 3.07% | −535−1.4% | Reduced |
| Buckingham Strategic Wealth, LLC | 37,160 | $6.67M | 0.12% | +194+0.5% | Added |
| EverSource Wealth Advisors, LLC | 37,154 | $6.67M | 1.01% | +26,660+254.0% | Added |
| Innovis Asset Management LLC | 37,129 | $6.66M | 3.01% | +37,129 | New |
| Evergreen Capital Management LLC | 37,118 | $6.66M | 0.31% | +1,002+2.8% | Added |
| Dana Investment Advisors, Inc. | 37,050 | $6.65M | 0.35% | −220−0.6% | Reduced |
| Woodstock Corp | 36,829 | $6.61M | 0.88% | +2,925+8.6% | Added |
| Papp L Roy & Associates | 36,738 | $6.59M | 0.93% | −1,305−3.4% | Reduced |
| Compass Wealth Management LLC | 36,677 | $6.58M | 2.16% | +36,677 | New |
| Assetmark, Inc | 36,480 | $6.55M | 0.03% | +8,906+32.3% | Added |
| Huber Capital Management LLC | 36,400 | $6.53M | 1.65% | −3,000−7.6% | Reduced |
| Chicago Trust Co NA | 36,297 | $6.51M | 1.63% | −986−2.6% | Reduced |
| Citizens Financial Group Inc | 36,280 | $6.51M | 0.25% | −215−0.6% | Reduced |
| Physicians Financial Services, Inc. | 36,211 | $6.50M | 2.93% | +292+0.8% | Added |
| Financial Advocates Investment Management | 36,183 | $6.49M | 0.49% | −4,088−10.2% | Reduced |
| Sandhill Capital Partners LLC | 36,173 | $6.49M | 0.69% | +423+1.2% | Added |
| Valeo Financial Advisors, LLC | 54,167 | $6.46M | 0.35% | +1,490+2.8% | Added |
| Narwhal Capital Management | 35,788 | $6.42M | 0.85% | +160+0.4% | Added |
| Wealthspire Advisors, LLC | 35,741 | $6.42M | 0.12% | +149+0.4% | Added |
| Koshinski Asset Management, Inc. | 35,735 | $6.41M | 0.62% | +85+0.2% | Added |
| Community Bank, N.A. | 35,721 | $6.41M | 0.89% | +110.0% | Added |
| Harbour Capital Advisors, LLC | 36,801 | $6.40M | 2.15% | −765−2.0% | Reduced |
| Sheaff Brock Investment Advisors, LLC | 35,639 | $6.40M | 0.71% | +162+0.5% | Added |
| Founders Capital Management | 35,574 | $6.38M | 4.80% | +50+0.1% | Added |
| Geneos Wealth Management Inc. | 35,457 | $6.36M | 0.39% | −427−1.2% | Reduced |
| Eastern Bank | 35,394 | $6.35M | 0.34% | −549−1.5% | Reduced |
| Kovack Advisors, Inc. | 35,333 | $6.34M | 0.93% | −2,045−5.5% | Reduced |
| Close Asset Management Ltd | 35,292 | $6.34M | 0.34% | +6,658+23.3% | Added |
| Mairs & Power Inc | 35,169 | $6.31M | 0.08% | −700−2.0% | Reduced |
| Cincinnati Financial Corp | 35,139 | $6.31M | 0.16% | 00.0% | Unchanged |