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 |
|---|---|---|---|---|---|
| Alera Investment Advisors, LLC | 5,107 | $833.3K | 0.19% | +52+1.0% | Added |
| Sierra Capital LLC | 5,118 | $835.0K | 0.14% | −43−0.8% | Reduced |
| Strategic Financial Services, Inc, | 5,123 | $835.9K | 0.06% | −2,420−32.1% | Reduced |
| Foster Group, Inc. | 5,127 | $836.6K | 0.05% | +526+11.4% | Added |
| Brandywine Trust Co | 5,129 | $836.8K | 0.23% | 00.0% | Unchanged |
| Hazlett, Burt & Watson, Inc. | 5,122 | $837.0K | 0.68% | +264+5.4% | Added |
| Pearl River Capital, LLC | 5,147 | $839.8K | 0.13% | +5,147 | New |
| Talisman Wealth Advisors LLC | 5,157 | $841.0K | 1.52% | +485+10.4% | Added |
| Perennial Advisors, LLC | 5,166 | $842.9K | 0.24% | +698+15.6% | Added |
| PBMares Wealth Management LLC | 5,172 | $843.8K | 0.31% | +371+7.7% | Added |
| Smallwood Wealth Investment Management, LLC | 5,180 | $845.2K | 0.80% | −275−5.0% | Reduced |
| Cross Staff Investments Inc | 5,183 | $845.7K | 0.84% | +10.0% | Added |
| Armstrong Advisory Group, Inc | 5,188 | $846.5K | 0.10% | −729−12.3% | Reduced |
| Klingenstein Fields & Co LP | 5,196 | $847.8K | 0.04% | +280+5.7% | Added |
| Simon Quick Advisors, LLC | 5,201 | $848.6K | 0.09% | +1,932+59.1% | Added |
| Crescent Grove Advisors, LLC | 5,202 | $848.8K | 0.10% | −444−7.9% | Reduced |
| Monterey Private Wealth, Inc. | 5,204 | $849.1K | 0.44% | −72−1.4% | Reduced |
| Total Wealth Planning, LLC | 5,207 | $849.6K | 0.19% | +33+0.6% | Added |
| Private Management Group Inc | 5,248 | $856.3K | 0.04% | +750+16.7% | Added |
| Wealthquest Corp | 5,288 | $862.8K | 0.11% | −521−9.0% | Reduced |
| Financial Management Professionals, Inc. | 5,286 | $863.0K | 0.17% | +692+15.1% | Added |
| Maven Securities LTD | 5,292 | $863.4K | 0.14% | +3,729+238.6% | Added |
| Integris Wealth Management, LLC | 5,299 | $864.6K | 0.32% | −107−2.0% | Reduced |
| Summit Trail Advisors, LLC | 5,300 | $864.7K | 0.03% | +332+6.7% | Added |
| Auxano Advisors, LLC | 5,303 | $865.3K | 0.35% | +196+3.8% | Added |
| Regatta Capital Group, LLC | 4,821 | $865.4K | 0.31% | 00.0% | Unchanged |
| Aviance Capital Partners, LLC | 5,305 | $865.6K | 0.19% | −55−1.0% | Reduced |
| Blume Capital Management, Inc. | 5,321 | $868.1K | 0.28% | 00.0% | Unchanged |
| CPA Asset Management LLC | 5,324 | $868.7K | 0.65% | +10+0.2% | Added |
| Am Investment Strategies LLC | 5,332 | $870.0K | 0.30% | +5+0.1% | Added |
| Traphagen Investment Advisors LLC | 5,335 | $870.5K | 0.13% | −1,429−21.1% | Reduced |
| Integral Investment Advisors, Inc. | 5,348 | $872.6K | 0.62% | −155−2.8% | Reduced |
| Inspire Advisors, LLC | 5,360 | $874.5K | 0.20% | +114+2.2% | Added |
| Apexium Financial, LP | 5,365 | $875.3K | 0.09% | −79−1.5% | Reduced |
| IAM Advisory, LLC | 5,365 | $875.4K | 0.30% | −2,262−29.7% | Reduced |
| Baader Bank INC | 5,804 | $877.2K | 0.07% | +1,944+50.4% | Added |
| Royal Fund Management, LLC | 5,405 | $881.8K | 0.13% | +4+0.1% | Added |
| WFA Asset Management Corp | 5,441 | $887.8K | 0.54% | +49+0.9% | Added |
| ERn Financial, LLC | 5,446 | $888.5K | 0.20% | +194+3.7% | Added |
| Avion Wealth | 4,953 | $889.0K | 0.24% | +24+0.5% | Added |
| D'Orazio & Associates, Inc. | 5,449 | $889.1K | 0.23% | −327−5.7% | Reduced |
| Fortune 45 LLC | 5,456 | $890.1K | 0.90% | +1,649+43.3% | Added |
| Strategic Financial Concepts, LLC | 5,461 | $891.1K | 0.36% | +5,461 | New |
| Amussen Hunsaker Associates LLC | 5,463 | $891.3K | 0.22% | −34−0.6% | Reduced |
| Mosaic Family Wealth Partners, LLC | 5,465 | $891.7K | 0.19% | −80−1.4% | Reduced |
| Coco Enterprises, LLC | 5,459 | $892.6K | 0.71% | −251−4.4% | Reduced |
| MorganRosel Wealth Management, LLC | 5,473 | $893.0K | 0.38% | +4,094+296.9% | Added |
| BMS Financial Advisors, LLC | 5,481 | $894.3K | 0.62% | +19+0.3% | Added |
| Bray Capital Advisors | 5,486 | $895.1K | 0.26% | +4+0.1% | Added |
| Hardman Johnston Global Advisors LLC | 5,500 | $897.4K | 0.03% | 00.0% | Unchanged |
| W Advisors, LLC | 5,514 | $899.7K | 0.74% | −63−1.1% | Reduced |
| Gray Wealth Management Inc. | 5,535 | $903.1K | 0.49% | +12+0.2% | Added |
| Collective Family Office LLC | 5,537 | $903.4K | 0.37% | +1,178+27.0% | Added |
| Wealth Dimensions Group, Ltd. | 5,556 | $906.5K | 0.35% | −1,666−23.1% | Reduced |
| Salvus Wealth Management, LLC | 5,559 | $907.0K | 0.73% | +92+1.7% | Added |
| AustralianSuper Pty Ltd | 5,566 | $908.1K | 0.01% | +5,566 | New |
| NCM Capital Management, LLC | 5,570 | $909.0K | 0.68% | +65+1.2% | Added |
| Amplius Wealth Advisors, LLC | 5,584 | $911.1K | 0.13% | +205+3.8% | Added |
| Lokken Investment Group LLC | 5,586 | $911.4K | 0.69% | +979+21.3% | Added |
| Signature Wealth Management Partners, LLC | 5,590 | $912.1K | 0.85% | −100−1.8% | Reduced |
| Successful Portfolios LLC | 5,603 | $914.2K | 0.57% | −183−3.2% | Reduced |
| Bridgewealth Advisory Group, LLC | 5,608 | $915.0K | 1.69% | 00.0% | Unchanged |
| Edgemoor Investment Advisors, Inc. | 5,611 | $915.5K | 0.11% | −907−13.9% | Reduced |
| Lakeview Capital Partners, LLC | 5,861 | $915.5K | 0.28% | −174−2.9% | Reduced |
| LBMC Investment Advisors, LLC | 5,627 | $918.1K | 0.09% | 00.0% | Unchanged |
| Amica Retiree Medical Trust | 5,637 | $920.0K | 0.97% | 00.0% | Unchanged |
| Baker Boyer National Bank | 5,652 | $922.2K | 0.36% | +771+15.8% | Added |
| Larson Financial Group LLC | 5,660 | $923.5K | 0.10% | +967+20.6% | Added |
| Security Asset Management | 5,697 | $929.5K | 0.54% | +991+21.1% | Added |
| SOA Wealth Advisors, LLC. | 5,718 | $933.0K | 0.23% | +99+1.8% | Added |
| American Institute for Advanced Investment Management, LLP | 5,929 | $934.0K | 1.00% | −1,175−16.5% | Reduced |
| Carson Advisory Inc. | 5,726 | $934.3K | 0.83% | +10.0% | Added |
| Opus Capital Group, LLC | 5,731 | $935.0K | 0.17% | −51−0.9% | Reduced |
| Quarry LP | 5,746 | $937.5K | 0.52% | +3,552+161.9% | Added |
| Capital Investment Counsel, Inc | 5,749 | $938.0K | 0.21% | 00.0% | Unchanged |
| Northern Financial Advisors Inc | 5,753 | $938.7K | 0.88% | −23−0.4% | Reduced |
| Independent Investors Inc | 5,770 | $941.4K | 0.23% | 00.0% | Unchanged |
| Thomasville National Bank | 5,786 | $944.0K | 0.10% | +199+3.6% | Added |
| Tempus Wealth Planning, LLC | 5,789 | $944.5K | 0.46% | +310+5.7% | Added |
| Legacy Wealth Asset Management, LLC | 5,801 | $946.5K | 0.34% | −65−1.1% | Reduced |
| Beirne Wealth Consulting Services, LLC | 5,805 | $947.1K | 0.66% | +35+0.6% | Added |
| AlphaStar Capital Management, LLC | 5,806 | $947.2K | 0.08% | −46,730−88.9% | Reduced |
| Tectonic Advisors LLC | 5,811 | $948.1K | 0.13% | +1,587+37.6% | Added |
| WorthPointe, LLC | 5,814 | $948.6K | 0.64% | −35−0.6% | Reduced |
| Cozad Asset Management Inc | 5,817 | $949.1K | 0.13% | −189−3.1% | Reduced |
| First Business Financial Services, Inc. | 5,817 | $949.1K | 0.12% | +55+1.0% | Added |
| Dixon Fnancial Services, Inc. | 5,818 | $949.2K | 0.64% | −88−1.5% | Reduced |
| Shore Point Advisors, LLC | 5,820 | $949.6K | 0.72% | 00.0% | Unchanged |
| Bridgecreek Investment Management, LLC | 5,825 | $950.4K | 0.20% | 00.0% | Unchanged |
| Chickasaw Capital Management LLC | 5,837 | $952.0K | 0.05% | −225−3.7% | Reduced |
| 626 Financial, LLC | 5,839 | $952.6K | 0.63% | −26−0.4% | Reduced |
| Cable Hill Partners, LLC | 5,850 | $954.5K | 0.16% | −53−0.9% | Reduced |
| Massachusetts Financial Services Co | 5,886 | $960.4K | 0.00% | −245−4.0% | Reduced |
| SAM Advisors, LLC | 5,890 | $961.0K | 0.43% | +7+0.1% | Added |
| NFP Retirement, Inc. | 5,904 | $963.3K | 0.19% | +6+0.1% | Added |
| Wayfinding Financial, LLC | 5,909 | $964.0K | 0.73% | +1,038+21.3% | Added |
| HWG Holdings LP | 5,914 | $964.9K | 0.55% | −495−7.7% | Reduced |
| Spouting Rock Asset Management, LLC | 5,919 | $965.7K | 0.34% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 5,949 | $970.7K | 0.04% | +367+6.6% | Added |
| Weaver Consulting Group | 5,976 | $975.1K | 0.45% | +105+1.8% | Added |