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; 4,142 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, Q1 2023
Institutional positions in Chevron Corp as of Mar 31, 2023. 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
- 3,273
- +54 vs. Q4 2022
- Shares held
- 1.34B
- −11.0M (−0.8%) vs. Q4 2022
- Total value
- $217.1B
- −$25.9B (−10.7%) vs. Q4 2022
- New holders
- 189
- 1,469 more added
- Sold out
- 135
- 1,280 more reduced
70 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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 | 4,142 | $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, Q1 2023
Shares, value and share of portfolio for each institution holding Chevron Corp; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Summit Wealth Group, LLC | 371,352 | $2 | 0.05% | +371,352 | New |
| Capstone Investment Advisors, LLC | 1 | $163 | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 5 | $1.00K | 0.00% | −3−37.5% | Reduced |
| Belmont Capital, LLC | 10 | $1.63K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 10 | $1.63K | 0.00% | +10 | New |
| GW&K Investment Management, LLC | 12 | $2.00K | 0.00% | +12 | New |
| Gs Investments, Inc. | 21 | $3.43K | 0.00% | 00.0% | Unchanged |
| Mendota Financial Group, LLC | 25 | $4.07K | 0.00% | 00.0% | Unchanged |
| Horrell Capital Management, Inc. | 28 | $5.00K | 0.00% | 00.0% | Unchanged |
| Lansing Street Advisors | 33 | $5.38K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 38 | $6.20K | 0.00% | 00.0% | Unchanged |
| West Financial Advisors, LLC | 40 | $6.54K | 0.00% | +40 | New |
| Tower View Investment Management & Research LLC | 46 | $7.00K | 0.00% | −5−9.8% | Reduced |
| Worth Asset Management, LLC | 46 | $7.50K | 0.01% | −91−66.4% | Reduced |
| PayPay Securities Corp | 49 | $8.00K | 0.53% | −23−31.9% | Reduced |
| Activest Wealth Management | 52 | $8.42K | 0.01% | +52 | New |
| Legend Financial Advisors, Inc. | 53 | $8.65K | 0.01% | 00.0% | Unchanged |
| Richard W. Paul & Associates, LLC | 59 | $9.63K | 0.00% | −3−4.8% | Reduced |
| Harvest Group Wealth Management, LLC | 63 | $10.3K | 0.01% | 00.0% | Unchanged |
| Financial Avengers, Inc. | 63 | $10.3K | 0.01% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 163 | $11.6K | 0.51% | −16−8.9% | Reduced |
| PFG Private Wealth Management, LLC | 73 | $11.9K | 0.01% | +17+30.4% | Added |
| KB Financial Partners, LLC | 73 | $12.0K | 0.00% | −9−11.0% | Reduced |
| Bellwether Advisors, LLC | 77 | $12.6K | 0.00% | −3−3.8% | Reduced |
| Morton Brown Family Wealth, LLC | 83 | $13.5K | 0.01% | +15+22.1% | Added |
| Ridgewood Investments LLC | 86 | $14.0K | 0.01% | +86 | New |
| Cranbrook Wealth Management, LLC | 87 | $14.1K | 0.00% | +1+1.2% | Added |
| Clear Investment Research, LLC | 91 | $14.8K | 0.03% | +50+122.0% | Added |
| Knott David M Jr | 96 | $16.0K | 0.01% | 00.0% | Unchanged |
| Evolution Advisers, Inc. | 100 | $16.0K | 0.01% | 00.0% | Unchanged |
| Valley Forge Investment Consultants Inc Adv | 100 | $16.3K | 0.01% | 00.0% | Unchanged |
| Thomas J. Herzfeld Advisors, Inc. | 100 | $16.3K | 0.01% | 00.0% | Unchanged |
| Robbins Farley LLC | 100 | $16.3K | 0.01% | +100 | New |
| Guardian Wealth Management, Inc. | 110 | $18.0K | 0.02% | +1+0.9% | Added |
| Byrne Asset Management LLC | 109 | $18.0K | 0.01% | −6−5.2% | Reduced |
| Power Corp of Canada | 120 | $18.7K | 0.00% | +120 | New |
| Kessler Investment Group, LLC | 125 | $20.4K | 0.01% | 00.0% | Unchanged |
| Sageworth Trust Co | 132 | $21.5K | 0.00% | −21−13.7% | Reduced |
| Baldrige Asset Management LLC | 137 | $22.0K | 0.01% | 00.0% | Unchanged |
| Blue Bell Private Wealth Management, LLC | 138 | $22.5K | 0.01% | 00.0% | Unchanged |
| MBM Wealth Consultants, LLC | 150 | $24.0K | 0.01% | 00.0% | Unchanged |
| Red Tortoise LLC | 150 | $24.5K | 0.02% | −56−27.2% | Reduced |
| Halpern Financial, Inc. | 160 | $26.1K | 0.01% | 00.0% | Unchanged |
| Roble, Belko & Company, Inc | 165 | $27.0K | 0.01% | 00.0% | Unchanged |
| Cyrus J. Lawrence, LLC | 174 | $28.0K | 0.01% | 00.0% | Unchanged |
| Pension & Wealth Management Advisors, Inc. | 185 | $30.2K | 0.02% | 00.0% | Unchanged |
| Credential Qtrade Securities Inc. | 191 | $31.2K | 0.00% | −96−33.4% | Reduced |
| NewSquare Capital LLC | 195 | $31.9K | 0.00% | +67+52.3% | Added |
| Lipe & Dalton | 197 | $32.0K | 0.02% | −340−63.3% | Reduced |
| Park Circle Co | 200 | $32.6K | 0.03% | 00.0% | Unchanged |
| Artemis Wealth Advisors, LLC | 204 | $33.3K | 0.01% | +204 | New |
| Western Pacific Wealth Management, LP | 205 | $33.4K | 0.03% | 00.0% | Unchanged |
| Avondale Wealth Management | 220 | $35.9K | 0.03% | −500−69.4% | Reduced |
| Canton Hathaway, LLC | 222 | $36.0K | 0.01% | 00.0% | Unchanged |
| HBC Financial Services, PLLC | 220 | $37.0K | 0.03% | +220 | New |
| JDM Financial Group LLC | 232 | $37.9K | 0.03% | 00.0% | Unchanged |
| Brown Shipley& Co Ltd | 232 | $37.9K | 0.02% | +232 | New |
| Tobam | 231 | $38.0K | 0.00% | +231 | New |
| Operose Advisors LLC | 234 | $38.2K | 0.02% | +104+80.0% | Added |
| Luken Investment Analytics, LLC | 250 | $40.8K | 0.02% | 00.0% | Unchanged |
| NVWM, LLC | 252 | $41.1K | 0.01% | +107+73.8% | Added |
| Carolina Wealth Advisors, LLC | 253 | $41.3K | 0.02% | 00.0% | Unchanged |
| Y.D. More Investments Ltd | 254 | $41.4K | 0.01% | −60−19.1% | Reduced |
| Global Wealth Strategies & Associates | 256 | $41.8K | 0.02% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 262 | $42.7K | 0.01% | +260+13,000.0% | Added |
| Hillsdale Investment Management Inc. | 265 | $43.2K | 0.00% | −110−29.3% | Reduced |
| Financial Connections Group, Inc. | 275 | $44.0K | 0.03% | 00.0% | Unchanged |
| 25 LLC | 297 | $47.3K | 0.03% | +297 | New |
| Resources Management Corp | 160 | $49.0K | 0.01% | −58,777−99.7% | Reduced |
| Disciplina Capital Management LLC | 301 | $49.2K | 0.01% | −52−14.7% | Reduced |
| DecisionPoint Financial, LLC | 304 | $49.6K | 0.03% | 00.0% | Unchanged |
| Hoese & Co LLP | 318 | $51.1K | 0.06% | 00.0% | Unchanged |
| Bradley & Co. Private Wealth Management, LLC | 320 | $52.2K | 0.06% | 00.0% | Unchanged |
| Newton One Investments LLC | 325 | $53.0K | 0.03% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 327 | $53.4K | 0.02% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 329 | $53.7K | 0.04% | +247+301.2% | Added |
| Koesten, Hirschmann & Crabtree, INC. | 340 | $55.5K | 0.04% | 00.0% | Unchanged |
| Cornerstone Management, Inc. | 344 | $56.1K | 0.01% | 00.0% | Unchanged |
| Graham Capital Wealth Management, LLC | 359 | $58.6K | 0.08% | +359 | New |
| Bromfield Sneider Wealth Advisors | 390 | $63.6K | 0.05% | 00.0% | Unchanged |
| Magnolia Capital Management Ltd | 400 | $65.0K | 0.06% | 00.0% | Unchanged |
| Rational Advisors LLC | 400 | $65.3K | 0.01% | −6,189−93.9% | Reduced |
| Piershale Financial Group, Inc. | 400 | $65.3K | 0.05% | 00.0% | Unchanged |
| Ruedi Wealth Management, Inc. | 426 | $69.5K | 0.04% | −121−22.1% | Reduced |
| CarsonAllaria Wealth Management, Ltd. | 428 | $70.0K | 0.06% | +3+0.7% | Added |
| GoalVest Advisory LLC | 438 | $71.5K | 0.04% | +127+40.8% | Added |
| Clear Perspectives Financial Planning, LLC | 457 | $74.6K | 0.04% | 00.0% | Unchanged |
| Foster Dykema Cabot & Co Inc | 477 | $78.0K | 0.01% | +477 | New |
| Goodman Advisory Group, LLC | 499 | $81.4K | 0.04% | 00.0% | Unchanged |
| Stephens Consulting, LLC | 501 | $81.7K | 0.05% | −17−3.3% | Reduced |
| Level Financial Advisors, Inc. | 530 | $86.5K | 0.05% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 537 | $87.6K | 0.11% | 00.0% | Unchanged |
| Fortis Advisors, LLC | 542 | $88.4K | 0.06% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 552 | $90.0K | 0.02% | −334−37.7% | Reduced |
| Loomis Sayles & Co L P | 590 | $96.0K | 0.00% | −2,507−80.9% | Reduced |
| FSC Wealth Advisors, LLC | 593 | $96.7K | 0.15% | +93+18.6% | Added |
| Orion Capital Management LLC | 595 | $97.1K | 0.07% | +300+101.7% | Added |
| Mark Sheptoff Financial Planning, LLC | 600 | $97.9K | 0.06% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 603 | $98.0K | 0.04% | +12+2.0% | Added |
| Annapolis Financial Services, LLC | 620 | $101.2K | 0.03% | −203−24.7% | Reduced |