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, 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 | 4,143 | $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, 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 |
|---|---|---|---|---|---|
| Sterling Group Wealth Management, LLC | 3,979 | $649.2K | 0.61% | +184+4.8% | Added |
| Kapstone Financial Advisors LLC | 3,774 | $649.5K | 0.59% | 00.0% | Unchanged |
| Oxford Financial Group Ltd | 3,983 | $649.9K | 0.07% | +91+2.3% | Added |
| Roberts Wealth Advisors, LLC | 3,846 | $650.1K | 0.30% | +51+1.3% | Added |
| Fifth Third Wealth Advisors LLC | 3,993 | $651.5K | 1.21% | +3,993 | New |
| Beacon Capital Management, LLC | 3,995 | $651.8K | 0.19% | −117−2.8% | Reduced |
| Perritt Capital Management Inc | 3,997 | $652.1K | 0.36% | +63+1.6% | Added |
| Kenfarb & Co. | 4,000 | $652.6K | 0.58% | 00.0% | Unchanged |
| TD Ameritrade Investment Management, LLC | 4,020 | $656.0K | 0.01% | −1,323−24.8% | Reduced |
| Birchcreek Wealth Management, LLC | 4,022 | $656.2K | 0.52% | +15+0.4% | Added |
| Vaughan & Co Securities, Inc. | 4,023 | $656.4K | 0.49% | −286−6.6% | Reduced |
| Ritter Daniher Financial Advisory LLC | 4,024 | $656.6K | 0.29% | +306+8.2% | Added |
| RDA Financial Network | 4,026 | $656.8K | 0.30% | 00.0% | Unchanged |
| Nichols & Pratt Advisers LLP | 4,028 | $657.2K | 0.05% | 00.0% | Unchanged |
| Clarity Wealth Advisors, LLC | 4,039 | $659.1K | 0.34% | −17−0.4% | Reduced |
| Pointe Capital Management LLC | 4,042 | $659.5K | 0.48% | +1,643+68.5% | Added |
| Benedetti & Gucer, Inc. | 4,044 | $660.0K | 0.38% | +4,044 | New |
| Kolinsky Wealth Management, LLC | 4,049 | $661.0K | 0.70% | +20.0% | Added |
| Heirloom Wealth Management | 4,066 | $663.4K | 0.32% | −420−9.4% | Reduced |
| Beacon Investment Advisors LLC | 4,068 | $663.8K | 0.48% | +52+1.3% | Added |
| Bell Bank | 4,080 | $665.7K | 0.07% | −23−0.6% | Reduced |
| Cidel Asset Management Inc | 4,100 | $669.0K | 0.03% | 00.0% | Unchanged |
| Professional Advisory Services Inc | 4,100 | $669.0K | 0.10% | 00.0% | Unchanged |
| Financial Advisory Group | 4,105 | $669.7K | 0.14% | +835+25.5% | Added |
| Xcel Wealth Management, LLC | 4,112 | $670.9K | 0.24% | +959+30.4% | Added |
| Charter Oak Capital Management, LLC | 4,114 | $671.3K | 0.09% | +96+2.4% | Added |
| Phoenix Holdings Ltd. | 4,171 | $671.5K | 0.02% | +4,171 | New |
| First National Corp | 4,118 | $671.9K | 0.16% | 00.0% | Unchanged |
| Voya Financial Advisors, Inc. | 4,139 | $672.1K | 0.08% | +666+19.2% | Added |
| Key Client Fiduciary Advisors, LLC | 4,125 | $673.1K | 0.42% | +204+5.2% | Added |
| Achmea Investment Management B.V. | 4,126 | $674.0K | 0.02% | +131+3.3% | Added |
| Cladis Investment Advisory, LLC | 4,135 | $674.7K | 0.61% | +200+5.1% | Added |
| Derbend Asset Management | 4,143 | $676.0K | 0.51% | +207+5.3% | Added |
| Eclectic Associates Inc | 4,145 | $676.1K | 0.35% | −790−16.0% | Reduced |
| Atticus Wealth Management, LLC | 4,151 | $677.3K | 0.26% | +122+3.0% | Added |
| Cherry Creek Investment Advisors, Inc. | 4,151 | $677.3K | 0.50% | −33−0.8% | Reduced |
| Summit Asset Management, LLC | 4,152 | $677.5K | 0.19% | 00.0% | Unchanged |
| Divergent Planning, LLC | 4,155 | $677.9K | 0.38% | +4,155 | New |
| Agate Pass Investment Management, LLC | 4,162 | $679.1K | 0.44% | 00.0% | Unchanged |
| Trellis Advisors, LLC | 4,174 | $681.0K | 0.33% | +97+2.4% | Added |
| Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group | 4,176 | $681.4K | 0.40% | +4,176 | New |
| Samalin Investment Counsel, LLC | 4,176 | $681.4K | 0.41% | +33+0.8% | Added |
| Act Wealth Management, LLC | 4,182 | $682.4K | 0.41% | −97−2.3% | Reduced |
| Cedrus LLC | 4,182 | $682.4K | 0.48% | −357−7.9% | Reduced |
| Boit C F David | 4,000 | $682.7K | 0.47% | 00.0% | Unchanged |
| Wilson & Boucher Capital Management, LLC | 4,198 | $685.0K | 0.66% | +28+0.7% | Added |
| Householder Group Estate & Retirement Specialist, LLC | 4,203 | $686.0K | 0.26% | +4,203 | New |
| Carmichael Hill & Associates, Inc. | 4,208 | $686.6K | 0.35% | +10.0% | Added |
| Clark Financial Services Group Inc | 4,207 | $687.0K | 1.01% | −8−0.2% | Reduced |
| Lederer & Associates Investment Counsel | 4,213 | $687.0K | 0.53% | +413+10.9% | Added |
| Northern Capital Management, Inc. | 4,216 | $687.9K | 0.59% | 00.0% | Unchanged |
| Altiora Financial Group, LLC | 4,229 | $690.0K | 0.32% | +17+0.4% | Added |
| Moss Adams Wealth Advisors LLC | 4,237 | $691.4K | 0.24% | −13−0.3% | Reduced |
| Defined Wealth Management, LLC | 4,237 | $691.4K | 0.65% | +20.0% | Added |
| RIA Advisory Group LLC | 4,243 | $692.2K | 0.32% | +4,243 | New |
| Diamant Asset Management, Inc. | 4,246 | $692.8K | 0.57% | 00.0% | Unchanged |
| First National Bank Sioux Falls | 4,247 | $692.9K | 0.48% | 00.0% | Unchanged |
| Stiles Financial Services Inc | 4,251 | $693.6K | 0.37% | −352−7.6% | Reduced |
| Overbrook Management Corp | 4,254 | $694.1K | 0.18% | 00.0% | Unchanged |
| CMG Global Holdings, LLC | 4,256 | $694.4K | 0.63% | −693−14.0% | Reduced |
| Summit Financial, LLC | 4,259 | $694.8K | 0.06% | −41−1.0% | Reduced |
| Univest Financial Corp | 4,259 | $694.9K | 0.22% | +1,083+34.1% | Added |
| Houlihan Financial Resource Group, Ltd. | 4,262 | $695.0K | 0.38% | −740−14.8% | Reduced |
| Deseret Mutual Benefit Administrators | 4,261 | $695.2K | 0.28% | −408−8.7% | Reduced |
| LJI Wealth Management, LLC | 4,262 | $695.4K | 0.22% | +100+2.4% | Added |
| Ambassador Advisors, LLC | 4,454 | $695.9K | 0.16% | +2,776+165.4% | Added |
| Biechele Royce Advisors | 4,268 | $696.0K | 0.26% | −100−2.3% | Reduced |
| Cornerstone Capital, Inc. | 4,281 | $698.5K | 0.08% | −130−2.9% | Reduced |
| Hamilton Capital, LLC | 4,298 | $701.3K | 0.04% | −371−7.9% | Reduced |
| Corrado Advisors, LLC | 4,299 | $701.4K | 0.47% | +85+2.0% | Added |
| SMH Capital Advisors Inc | 4,164 | $702.0K | 4.17% | −262−5.9% | Reduced |
| FSM Wealth Advisors, LLC | 4,310 | $703.1K | 0.41% | +669+18.4% | Added |
| Howard Capital Management Group, LLC | 4,312 | $703.5K | 0.07% | +2,520+140.6% | Added |
| Aaron Wealth Advisors | 4,313 | $703.7K | 0.10% | +812+23.2% | Added |
| Advisory Resource Group | 4,324 | $705.4K | 0.20% | +54+1.3% | Added |
| Hanson & Doremus Investment Management | 4,324 | $706.0K | 0.16% | −1,075−19.9% | Reduced |
| Crestmont Private Wealth LLC | 4,334 | $707.1K | 0.46% | 00.0% | Unchanged |
| Exchange Capital Management, Inc. | 4,337 | $707.6K | 0.14% | +243+5.9% | Added |
| Capula Management Ltd | 4,352 | $710.1K | 0.06% | −77,080−94.7% | Reduced |
| Addison Advisors LLC | 4,353 | $710.2K | 0.40% | −24−0.5% | Reduced |
| Fortis Group Advisors, LLC | 4,216 | $710.8K | 0.21% | +4,216 | New |
| KLR Investment Advisors, LLC | 4,357 | $710.9K | 0.62% | −832−16.0% | Reduced |
| Security National Bank | 4,358 | $711.1K | 0.19% | −721−14.2% | Reduced |
| Ballew Advisors, Inc | 4,603 | $713.1K | 0.52% | +52+1.1% | Added |
| Fidelity D & D Bancorp Inc | 4,522 | $713.3K | 0.54% | +4,522 | New |
| Harbor Advisors LLC | 4,372 | $713.3K | 0.17% | 00.0% | Unchanged |
| AF Advisors, Inc. | 4,380 | $714.6K | 0.27% | +10+0.2% | Added |
| McElhenny Sheffield Capital Management, LLC | 4,382 | $715.0K | 0.38% | +216+5.2% | Added |
| Nova R Wealth, Inc. | 4,393 | $716.7K | 0.48% | −71−1.6% | Reduced |
| Core Wealth Partners LLC | 4,404 | $718.6K | 0.72% | −7,875−64.1% | Reduced |
| Shilanski & Associates, Inc. | 4,230 | $718.6K | 0.32% | +31+0.7% | Added |
| Cercano Management LLC | 4,407 | $719.0K | 0.03% | 00.0% | Unchanged |
| Johnson & White Wealth Management, LLC | 4,410 | $720.0K | 0.64% | +4,410 | New |
| Tevis Investment Management | 4,414 | $720.2K | 0.73% | +43+1.0% | Added |
| Northwest Wealth Management, LLC | 4,424 | $721.7K | 0.28% | +1,859+72.5% | Added |
| SRN Advisors, LLC | 4,448 | $722.3K | 0.66% | −91−2.0% | Reduced |
| Atlas Private Wealth Management | 4,431 | $722.9K | 0.43% | +170+4.0% | Added |
| Hummer Financial Advisory Services Inc | 4,433 | $723.3K | 0.77% | −320−6.7% | Reduced |
| Atlas Private Wealth Advisors | 4,436 | $723.8K | 0.33% | −332−7.0% | Reduced |
| J. L. Bainbridge & Co., Inc. | 4,439 | $724.3K | 0.10% | −79−1.7% | Reduced |