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 |
|---|---|---|---|---|---|
| Guinness Atkinson Asset Management Inc | 4,442 | $724.8K | 0.41% | −1,010−18.5% | Reduced |
| PYA Waltman Capital, LLC | 4,444 | $725.1K | 0.36% | +1,499+50.9% | Added |
| Salomon & Ludwin, LLC | 4,448 | $725.7K | 0.09% | −127−2.8% | Reduced |
| R.m.sincerbeaux Capital Management LLC | 4,450 | $726.1K | 0.51% | 00.0% | Unchanged |
| First American Trust, FSB | 4,469 | $729.0K | 0.11% | +61+1.4% | Added |
| Barry Investment Advisors, LLC | 4,474 | $730.1K | 0.24% | +6+0.1% | Added |
| First Heartland Consultants, Inc. | 4,481 | $731.2K | 0.11% | −2,203−33.0% | Reduced |
| Rosenbaum Jay D. | 4,485 | $731.8K | 1.35% | +403+9.9% | Added |
| Eldridge Investment Advisors, Inc. | 4,486 | $732.0K | 0.25% | 00.0% | Unchanged |
| Milestone Investment Advisors LLC | 4,495 | $733.4K | 0.23% | +4,495 | New |
| Vista Wealth Management Group, LLC | 4,510 | $735.9K | 0.08% | +1,057+30.6% | Added |
| West Branch Capital LLC | 4,515 | $736.7K | 0.41% | −44−1.0% | Reduced |
| Cottonwood Capital Advisors, LLC | 4,519 | $737.3K | 0.68% | −47−1.0% | Reduced |
| Fortress Wealth Group, LLC | 4,523 | $737.9K | 0.53% | −1,625−26.4% | Reduced |
| Cassady Schiller Wealth Management, LLC | 4,528 | $738.8K | 0.35% | 00.0% | Unchanged |
| Ellis Investment Partners, LLC | 4,529 | $739.0K | 0.19% | +36+0.8% | Added |
| Tanglewood Legacy Advisors, LLC | 4,537 | $740.2K | 0.47% | 00.0% | Unchanged |
| Kavar Capital Partners Group, LLC | 4,553 | $742.8K | 0.16% | −294−6.1% | Reduced |
| Wagner Wealth Management, LLC | 4,569 | $745.5K | 0.34% | +532+13.2% | Added |
| Smith Anglin Financial, LLC | 4,587 | $748.4K | 0.11% | +30+0.7% | Added |
| PVG Asset Management Corp | 4,589 | $748.7K | 2.40% | +4,589 | New |
| First Capital Advisors Group, LLC. | 4,600 | $750.6K | 0.48% | +30+0.7% | Added |
| Michael B. Yongue | 4,641 | $757.2K | 0.72% | +235+5.3% | Added |
| Summit X, LLC | 4,648 | $758.3K | 0.20% | +184+4.1% | Added |
| L2 Asset Management, LLC | 4,665 | $761.1K | 0.46% | +200+4.5% | Added |
| Atwood & Palmer Inc | 4,665 | $761.1K | 0.07% | −300−6.0% | Reduced |
| Avestar Capital, LLC | 4,671 | $762.1K | 0.15% | −379−7.5% | Reduced |
| Carderock Capital Management Inc | 4,675 | $762.8K | 0.27% | −101−2.1% | Reduced |
| Institute for Wealth Management, LLC. | 4,696 | $766.1K | 0.15% | −106−2.2% | Reduced |
| Sterneck Capital Management, LLC | 4,698 | $766.5K | 0.48% | −1,085−18.8% | Reduced |
| Alta Advisers Ltd | 4,700 | $766.9K | 0.46% | 00.0% | Unchanged |
| Greenwood Gearhart Inc | 4,704 | $767.5K | 0.10% | −73−1.5% | Reduced |
| Greenline Partners, LLC | 4,707 | $768.0K | 0.15% | −600−11.3% | Reduced |
| Cornerstone Advisory, LLC | 4,715 | $769.3K | 0.14% | −30−0.6% | Reduced |
| Cowa, LLC | 19,904 | $770.0K | 0.63% | +15,097+314.1% | Added |
| Affinity Investment Advisors, LLC | 4,728 | $771.4K | 0.41% | −22,554−82.7% | Reduced |
| Versant Capital Management, Inc | 4,733 | $771.6K | 0.26% | −637−11.9% | Reduced |
| Triad Financial Advisors, Inc. | 4,750 | $775.1K | 0.34% | +10+0.2% | Added |
| Eubel Brady & Suttman Asset Management Inc | 4,762 | $777.0K | 0.11% | +163+3.5% | Added |
| Paragon Private Wealth Management, LLC | 4,763 | $777.1K | 0.66% | +816+20.7% | Added |
| HTG Investment Advisors, Inc. | 4,764 | $777.3K | 0.71% | −12−0.3% | Reduced |
| Mendel Capital Management LLC | 4,768 | $777.9K | 0.70% | +105+2.3% | Added |
| Truadvice, LLC | 4,623 | $779.3K | 0.31% | +2,611+129.8% | Added |
| Vantage Consulting Group Inc | 4,781 | $780.1K | 0.44% | +207+4.5% | Added |
| Syntax Advisors, LLC | 4,781 | $780.1K | 0.59% | +207+4.5% | Added |
| WealthShield Partners, LLC | 4,786 | $780.9K | 0.13% | −108−2.2% | Reduced |
| Stony Point Wealth Management Inc. | 4,789 | $781.3K | 0.41% | −77−1.6% | Reduced |
| Veracity Capital LLC | 4,791 | $781.6K | 0.36% | −676−12.4% | Reduced |
| Bridgeworth, LLC | 4,792 | $781.8K | 0.10% | +289+6.4% | Added |
| Psagot Value Holdings Ltd. / (Israel) | 4,860 | $782.0K | 0.33% | 00.0% | Unchanged |
| Landmark Financial Advisors, LLC | 4,797 | $782.7K | 0.34% | +107+2.3% | Added |
| Claar Advisors LLC | 4,800 | $783.2K | 0.32% | +150+3.2% | Added |
| Lumature Wealth Partners, LLC | 4,810 | $784.8K | 0.44% | +53+1.1% | Added |
| Register Financial Advisors LLC | 4,817 | $785.8K | 0.62% | +964+25.0% | Added |
| James Hambro & Partners | 4,817 | $785.8K | 0.06% | +17+0.4% | Added |
| Sterling Financial Group, Inc. | 4,379 | $786.0K | 0.60% | 00.0% | Unchanged |
| Gardner Russo & Quinn LLCSuperinvestorGardner Russo & Quinn | 4,826 | $787.4K | 0.01% | +13+0.3% | Added |
| Morris Retirement Advisors, LLC | 4,827 | $787.6K | 0.57% | +57+1.2% | Added |
| Accredited Investors Inc. | 4,840 | $789.6K | 0.06% | −358−6.9% | Reduced |
| JT Stratford LLC | 4,876 | $795.6K | 0.23% | −5,299−52.1% | Reduced |
| HGK Asset Management Inc | 4,878 | $796.0K | 0.25% | −20−0.4% | Reduced |
| Morningstar Investment Management LLC | 4,893 | $798.0K | 0.12% | −494−9.2% | Reduced |
| Advus Financial Partners, LLC | 4,897 | $798.9K | 0.33% | +21+0.4% | Added |
| Rainsberger Wealth Advisors, Inc. | 4,898 | $799.2K | 0.47% | +18+0.4% | Added |
| Outfitter Financial LLC | 4,900 | $799.5K | 0.72% | −1,000−16.9% | Reduced |
| JB Capital LLC | 4,900 | $799.8K | 0.07% | +162+3.4% | Added |
| Ethos Financial Group, LLC | 4,910 | $801.1K | 0.25% | +119+2.5% | Added |
| Virtus ETF Advisers LLC | 4,913 | $801.6K | 0.44% | +456+10.2% | Added |
| Quent Capital, LLC | 4,921 | $802.9K | 0.14% | +23+0.5% | Added |
| Ellenbecker Investment Group | 4,926 | $803.0K | 0.22% | −51−1.0% | Reduced |
| Peak Planning Group, LLC | 4,926 | $803.7K | 0.65% | −36−0.7% | Reduced |
| Stephenson National Bank & Trust | 4,943 | $806.5K | 0.50% | +295+6.3% | Added |
| Heartwood Wealth Advisors LLC | 4,943 | $806.5K | 0.12% | +805+19.5% | Added |
| MKT Advisors LLC | 4,751 | $807.1K | 0.60% | −53−1.1% | Reduced |
| SkyView Investment Advisors, LLC | 4,966 | $810.0K | 0.19% | +77+1.6% | Added |
| Elgethun Capital Management | 4,756 | $811.0K | 0.26% | −20−0.4% | Reduced |
| Guardian Wealth Advisors, LLC | 4,974 | $811.6K | 0.64% | +132+2.7% | Added |
| Brave Asset Management Inc | 4,975 | $811.7K | 0.26% | −122−2.4% | Reduced |
| Powers Advisory Group, LLC | 4,977 | $812.0K | 0.57% | +28+0.6% | Added |
| CJM Wealth Advisers, Ltd. | 4,980 | $812.5K | 0.46% | −484−8.9% | Reduced |
| Angeles Wealth Management, LLC | 4,988 | $813.8K | 0.12% | +251+5.3% | Added |
| Alta Capital Management LLC | 4,988 | $814.0K | 0.06% | +19+0.4% | Added |
| Harel Insurance Investments & Financial Services Ltd. | 5,011 | $814.0K | 0.02% | +85+1.7% | Added |
| Kingfisher Capital LLC | 4,989 | $814.1K | 0.21% | +43+0.9% | Added |
| American Assets Inc | 5,000 | $815.8K | 0.39% | 00.0% | Unchanged |
| Marathon Trading Investment Management LLC | 5,000 | $815.8K | 0.39% | +5,000 | New |
| Lumina Fund Management LLC | 5,000 | $816.0K | 0.38% | +5,000 | New |
| Regent Peak Wealth Advisors LLC | 5,004 | $816.5K | 0.25% | −81−1.6% | Reduced |
| Alhambra Investment Partners LLC | 5,008 | $817.2K | 0.56% | +5,008 | New |
| DF Dent & Co Inc | 5,011 | $817.6K | 0.01% | +1,950+63.7% | Added |
| Financial Partners Group, Inc | 5,011 | $817.6K | 0.18% | +945+23.2% | Added |
| Moulton Wealth Management, Inc | 4,846 | $820.0K | 1.80% | 00.0% | Unchanged |
| Merriman Wealth Management, LLC | 5,037 | $821.8K | 0.04% | −243−4.6% | Reduced |
| Wedgewood Investors Inc | 5,044 | $823.0K | 1.08% | −200−3.8% | Reduced |
| Gemmer Asset Management LLC | 5,048 | $823.6K | 0.12% | +12+0.2% | Added |
| Blueprint Investment Partners LLC | 5,050 | $824.0K | 0.19% | −8,135−61.7% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 5,061 | $825.8K | 0.39% | +359+7.6% | Added |
| Abacus Planning Group, Inc. | 5,076 | $828.2K | 0.21% | −141−2.7% | Reduced |
| Reuter James Wealth Management, LLC | 5,098 | $831.8K | 0.58% | +211+4.3% | Added |
| Marex Group plc | 5,104 | $832.8K | 0.11% | −19,628−79.4% | Reduced |