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 |
|---|---|---|---|---|---|
| Essex Investment Management Co LLC | 5,988 | $977.0K | 0.14% | −430−6.7% | Reduced |
| Legacy Wealth Management, LLC | 5,995 | $978.1K | 0.54% | 00.0% | Unchanged |
| Harvest Volatility Management LLC | 6,028 | $978.9K | 0.20% | −421−6.5% | Reduced |
| Relyea Zuckerberg Hanson LLC | 6,004 | $979.6K | 0.24% | +1,711+39.9% | Added |
| Keel Point, LLC | 6,009 | $980.4K | 0.14% | −356−5.6% | Reduced |
| Vista Investment Management | 6,014 | $981.2K | 0.52% | +1,245+26.1% | Added |
| Vishria Bird Financial Group, LLC | 6,035 | $985.0K | 0.63% | −98−1.6% | Reduced |
| Rock Creek Group, LP | 6,040 | $985.5K | 0.13% | +7+0.1% | Added |
| Aberdeen Wealth Management LLC | 6,052 | $987.4K | 0.74% | 00.0% | Unchanged |
| Blackstone Group Inc. | 6,063 | $989.2K | 0.00% | +6,063 | New |
| Waterfront Wealth Inc. | 6,083 | $992.5K | 0.32% | −12−0.2% | Reduced |
| Westover Capital Advisors, LLC | 6,089 | $993.5K | 0.37% | 00.0% | Unchanged |
| Oak Family Advisors, LLC | 6,100 | $995.3K | 0.49% | −721−10.6% | Reduced |
| AlphaQ Advisors LLC | 6,111 | $997.1K | 0.85% | +405+7.1% | Added |
| Edge Wealth Management LLC | 6,110 | $997.9K | 0.23% | −2,133−25.9% | Reduced |
| Encompass Wealth Advisors, LLC | 6,122 | $998.9K | 0.34% | +2,200+56.1% | Added |
| Phillips Wealth Planners LLC | 5,977 | $999.6K | 1.32% | −23−0.4% | Reduced |
| Wealth Quarterback LLC | 6,152 | $1.00M | 0.85% | +177+3.0% | Added |
| Renaissance Investment Group LLC | 6,170 | $1.01M | 0.28% | +1,178+23.6% | Added |
| WestHill Financial Advisors, Inc. | 6,172 | $1.01M | 0.30% | −88−1.4% | Reduced |
| Barrett & Company, Inc. | 6,188 | $1.01M | 0.64% | +75+1.2% | Added |
| AIA Group Ltd | 6,207 | $1.01M | 0.05% | +6,207 | New |
| City State Bank | 6,214 | $1.01M | 0.58% | −82−1.3% | Reduced |
| Lodestone Wealth Management LLC | 1,651,282 | $1.01M | 0.78% | +1,635,021+10,054.9% | Added |
| Cooper/Haims Advisors, LLC | 6,219 | $1.01M | 0.81% | −348−5.3% | Reduced |
| Elk River Wealth Management, LLC | 6,222 | $1.02M | 0.23% | +230+3.8% | Added |
| Old Point Trust & Financial Services N A | 6,228 | $1.02M | 0.44% | +846+15.7% | Added |
| Forte Capital LLC | 6,229 | $1.02M | 0.16% | −70−1.1% | Reduced |
| Everhart Financial Group, Inc. | 6,243 | $1.02M | 0.46% | +374+6.4% | Added |
| Mountain Pacific Investment Advisers Inc | 6,245 | $1.02M | 0.07% | −24−0.4% | Reduced |
| Curran Financial Partners, LLC | 6,252 | $1.02M | 0.48% | +215+3.6% | Added |
| Cornerstone National Bank & Trust Co | 6,252 | $1.02M | 0.56% | +26+0.4% | Added |
| Allstate Corp | 6,267 | $1.02M | 0.08% | −76,473−92.4% | Reduced |
| Millennium Capital Advisors, LLC | 6,270 | $1.02M | 0.92% | +133+2.2% | Added |
| Forbes J M & Co LLP | 6,291 | $1.03M | 0.14% | +74+1.2% | Added |
| Tiff Advisory Services Inc | 6,293 | $1.03M | 0.44% | +6,293 | New |
| Gladius Capital Management LP | 6,298 | $1.03M | 0.32% | +3,457+121.7% | Added |
| Sage Mountain Advisors LLC | 6,303 | $1.03M | 0.17% | +2,481+64.9% | Added |
| Andesa Financial Management Inc. | 13,701 | $1.03M | 0.54% | +4,233+44.7% | Added |
| Washburn Capital Management, Inc. | 6,323 | $1.03M | 0.89% | −75−1.2% | Reduced |
| Cascade Investment Advisors, Inc. | 6,343 | $1.03M | 0.82% | +535+9.2% | Added |
| Manchester Capital Management LLC | 6,350 | $1.04M | 0.14% | −5−0.1% | Reduced |
| Wealthstar Advisors, LLC | 6,375 | $1.04M | 0.44% | −20−0.3% | Reduced |
| RW Investment Management LLC | 6,367 | $1.04M | 0.29% | +220+3.6% | Added |
| First National Bank of South Miami | 6,373 | $1.04M | 0.83% | +85+1.4% | Added |
| Integrated Investment Consultants, LLC | 6,382 | $1.04M | 0.33% | −347−5.2% | Reduced |
| Inceptionr LLC | 6,386 | $1.04M | 0.33% | +6,386 | New |
| GPS Wealth Strategies Group, LLC | 6,402 | $1.04M | 0.22% | +6,402 | New |
| Cookson Peirce & Co Inc | 6,411 | $1.05M | 0.07% | −53−0.8% | Reduced |
| Jmac Enterprises LLC | 6,442 | $1.05M | 0.27% | +512+8.6% | Added |
| Lineweaver Wealth Advisors, LLC | 6,450 | $1.05M | 0.32% | +205+3.3% | Added |
| Pure Financial Advisors, Inc. | 6,468 | $1.06M | 0.05% | −231−3.4% | Reduced |
| Townsend Asset Management Corp | 6,519 | $1.06M | 0.55% | −135−2.0% | Reduced |
| Cambridge Advisors Inc. | 6,530 | $1.07M | 0.27% | +165+2.6% | Added |
| MBA Advisors LLC | 6,534 | $1.07M | 0.66% | +261+4.2% | Added |
| Wambolt & Associates, LLC | 6,288 | $1.07M | 0.38% | +542+9.4% | Added |
| Founders Financial Securities LLC | 6,553 | $1.07M | 0.15% | +728+12.5% | Added |
| Tanager Wealth Management LLP | 6,555 | $1.07M | 0.25% | −226−3.3% | Reduced |
| SeaBridge Investment Advisors LLC | 6,563 | $1.07M | 0.37% | +1,595+32.1% | Added |
| John G Ullman & Associates Inc | 6,568 | $1.07M | 0.17% | −43−0.7% | Reduced |
| Orser Capital Management, LLC | 6,573 | $1.07M | 1.23% | +415+6.7% | Added |
| Global Trust Asset Management, LLC | 6,575 | $1.07M | 0.51% | +415+6.7% | Added |
| Viawealth, LLC | 6,575 | $1.07M | 0.85% | −25−0.4% | Reduced |
| Cedar Brook Financial Partners, LLC | 6,577 | $1.07M | 0.28% | +295+4.7% | Added |
| Covenant Partners, LLC | 6,578 | $1.07M | 0.41% | 00.0% | Unchanged |
| Monograph Wealth Advisors, LLC | 6,578 | $1.07M | 0.25% | −5,183−44.1% | Reduced |
| Girard Partners Ltd. | 6,579 | $1.07M | 0.12% | −881−11.8% | Reduced |
| Highview Capital Management LLC | 6,588 | $1.07M | 0.62% | +205+3.2% | Added |
| Kula Investments, LLC | 6,589 | $1.08M | 0.27% | +6,589 | New |
| Arlington Partners LLC | 6,603 | $1.08M | 0.15% | +1,303+24.6% | Added |
| Northwest Quadrant Wealth Management, LLC | 6,606 | $1.08M | 0.31% | +67+1.0% | Added |
| Winning Points Advisors, LLC | 6,605 | $1.08M | 1.30% | 00.0% | Unchanged |
| Appleton Partners Inc | 6,608 | $1.08M | 0.10% | +695+11.8% | Added |
| Central Bank & Trust Co | 6,618 | $1.08M | 0.19% | +846+14.7% | Added |
| Oarsman Capital, Inc. | 6,625 | $1.08M | 0.51% | −19−0.3% | Reduced |
| Arcadia Investment Management Corp | 6,634 | $1.08M | 0.24% | −59−0.9% | Reduced |
| Walter & Keenan Financial Consulting Co | 6,639 | $1.08M | 0.41% | +3,264+96.7% | Added |
| waypoint wealth counsel | 6,641 | $1.08M | 0.84% | +71+1.1% | Added |
| Safeguard Investment Advisory Group, LLC | 6,648 | $1.08M | 0.52% | +134+2.1% | Added |
| Silver Oak Securities, Inc | 6,675 | $1.09M | 0.18% | −466−6.5% | Reduced |
| Cito Capital Group, LLC | 6,678 | $1.09M | 0.54% | +58+0.9% | Added |
| Mayfair Advisory Group, LLC | 6,328 | $1.09M | 1.18% | +221+3.6% | Added |
| PDS Planning, Inc | 6,704 | $1.09M | 0.15% | +1,691+33.7% | Added |
| Alpha Cubed Investments, LLC | 6,709 | $1.09M | 0.08% | −32,265−82.8% | Reduced |
| Guardian Wealth Advisors, LLC | 6,713 | $1.10M | 0.19% | −36−0.5% | Reduced |
| SkyOak Wealth, LLC | 6,717 | $1.10M | 0.33% | −1,485−18.1% | Reduced |
| Westhampton Capital, LLC | 6,718 | $1.10M | 0.70% | −50−0.7% | Reduced |
| Heartland Bank & Trust Co | 6,720 | $1.10M | 0.83% | +5,401+409.5% | Added |
| Abbot Financial Management, Inc. | 6,738 | $1.10M | 0.74% | −300−4.3% | Reduced |
| Sheets Smith Wealth Management | 6,742 | $1.10M | 0.17% | +14+0.2% | Added |
| BIP Wealth, LLC | 6,755 | $1.10M | 0.12% | +6,755 | New |
| David Loasby | 6,594 | $1.11M | 0.13% | +572+9.5% | Added |
| Baron Wealth Management LLC | 6,777 | $1.11M | 0.78% | +78+1.2% | Added |
| TLWM | 6,779 | $1.11M | 0.35% | −143−2.1% | Reduced |
| Rosenberg Matthew Hamilton | 6,794 | $1.11M | 0.36% | +69+1.0% | Added |
| Aureus Asset Management, LLC | 6,823 | $1.11M | 0.09% | +276+4.2% | Added |
| E&G Advisors, LP | 6,826 | $1.11M | 0.41% | −40−0.6% | Reduced |
| Concord Asset Management, LLC | 6,835 | $1.12M | 0.46% | +6,835 | New |
| STAR Financial Bank | 6,842 | $1.12M | 1.09% | −124−1.8% | Reduced |
| Barr E S & Co | 6,854 | $1.12M | 0.09% | −400−5.5% | Reduced |