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
- 3,272
- +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
- 1,468 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 |
|---|---|---|---|---|---|
| Charles Carroll Financial Partners, LLC | 6,900 | $1.13M | 1.73% | −100−1.4% | Reduced |
| Financial Management Network Inc | 6,671 | $1.13M | 0.45% | +227+3.5% | Added |
| Callan Family Office, LLC | 6,915 | $1.13M | 0.27% | +4,005+137.6% | Added |
| Cim Investment Mangement Inc | 6,935 | $1.13M | 0.42% | +651+10.4% | Added |
| Parkside Investments, LLC | 6,938 | $1.13M | 0.21% | +28+0.4% | Added |
| V Wealth Advisors LLC | 6,945 | $1.13M | 0.21% | +49+0.7% | Added |
| Gallagher Fiduciary Advisors, LLC | 6,965 | $1.14M | 0.09% | +6,965 | New |
| DMG Group, LLC | 6,688 | $1.14M | 1.15% | +580+9.5% | Added |
| Consilium Wealth Advisory, LLC | 6,973 | $1.14M | 0.97% | −897−11.4% | Reduced |
| Angeles Investment Advisors, LLC | 6,983 | $1.14M | 0.09% | +3,731+114.7% | Added |
| Catalyst Financial Partners LLC | 6,990 | $1.14M | 0.49% | +2,411+52.7% | Added |
| Balboa Wealth Partners | 6,994 | $1.14M | 0.43% | +345+5.2% | Added |
| Austin Private Wealth, LLC | 6,995 | $1.14M | 0.18% | +438+6.7% | Added |
| Caption Management, LLC | 7,000 | $1.14M | 0.24% | +7,000 | New |
| Defender Capital, LLC. | 7,000 | $1.14M | 0.40% | +7,000 | New |
| Optimum Investment Advisors | 7,023 | $1.15M | 0.60% | +201+2.9% | Added |
| Sentry LLC | 7,028 | $1.15M | 0.27% | +7,028 | New |
| S. R. Schill & Associates | 7,041 | $1.15M | 0.53% | +20.0% | Added |
| Strategic Wealth Partners, Ltd. | 7,044 | $1.15M | 0.18% | +2,506+55.2% | Added |
| Catalyst Capital Advisors LLC | 7,048 | $1.15M | 0.04% | 00.0% | Unchanged |
| BOK Financial Private Wealth, Inc. | 7,076 | $1.15M | 0.09% | +9+0.1% | Added |
| Eley Financial Management, Inc | 7,097 | $1.16M | 0.60% | −146−2.0% | Reduced |
| Argus Investors' Counsel, Inc. | 7,106 | $1.16M | 0.88% | −6−0.1% | Reduced |
| Galvin, Gaustad & Stein, LLC | 7,123 | $1.16M | 0.11% | −185−2.5% | Reduced |
| Kovitz Investment Group Partners, LLC | 7,137 | $1.16M | 0.02% | −766−9.7% | Reduced |
| J. W. Coons Advisors, LLC | 7,147 | $1.17M | 0.33% | −100−1.4% | Reduced |
| Windsor Capital Management, LLC | 7,157 | $1.17M | 0.40% | −482−6.3% | Reduced |
| World Equity Group, Inc. | 66,140 | $1.17M | 0.20% | +56,978+621.9% | Added |
| Day & Ennis, LLC | 7,168 | $1.17M | 0.43% | +4+0.1% | Added |
| Wendell David Associates Inc | 7,178 | $1.17M | 0.14% | +625+9.5% | Added |
| Pflug Koory, LLC | 7,232 | $1.18M | 0.64% | −103−1.4% | Reduced |
| Gryphon Financial Partners LLC | 7,279 | $1.19M | 0.28% | −287−3.8% | Reduced |
| Merrion Investment Management Co, LLC | 7,281 | $1.19M | 1.13% | 00.0% | Unchanged |
| Exos TFP Holdings LLC | 7,282 | $1.19M | 0.30% | +4,370+150.1% | Added |
| Vicus Capital | 7,297 | $1.19M | 0.13% | +367+5.3% | Added |
| M&R Capital Management Inc | 7,302 | $1.19M | 0.33% | −278−3.7% | Reduced |
| AlphaCore Capital LLC | 7,303 | $1.19M | 0.32% | +136+1.9% | Added |
| Donald L. Hagan, LLC | 7,303 | $1.19M | 0.66% | +1,274+21.1% | Added |
| Investors Asset Management of Georgia Inc | 7,320 | $1.19M | 0.64% | +150+2.1% | Added |
| Domani Wealth, LLC | 7,326 | $1.20M | 0.28% | −100−1.3% | Reduced |
| First PREMIER Bank | 7,334 | $1.20M | 0.35% | +618+9.2% | Added |
| First County Bank | 7,345 | $1.20M | 0.59% | −7,409−50.2% | Reduced |
| San Luis Wealth Advisors LLC | 7,349 | $1.20M | 0.46% | +7,349 | New |
| Hodges Capital Management Inc. | 7,244 | $1.20M | 0.10% | −159−2.1% | Reduced |
| OneAscent Wealth Management LLC | 7,363 | $1.20M | 0.47% | +65+0.9% | Added |
| Channel Wealth LLC | 7,368 | $1.20M | 0.77% | +7,368 | New |
| Element Wealth, LLC | 7,390 | $1.21M | 0.90% | +56+0.8% | Added |
| Conservest Capital Advisors, Inc. | 7,402 | $1.21M | 0.14% | +35+0.5% | Added |
| New England Research & Management, Inc. | 7,425 | $1.21M | 0.71% | +425+6.1% | Added |
| First Community Trust NA | 7,436 | $1.21M | 1.44% | +150+2.1% | Added |
| Vantage Financial Partners Ltd., Inc. | 7,475 | $1.22M | 0.72% | −100−1.3% | Reduced |
| Joseph Group Capital Management | 7,481 | $1.22M | 1.07% | +524+7.5% | Added |
| Coastal Bridge Advisors, LLC | 7,491 | $1.22M | 0.31% | 00.0% | Unchanged |
| Midwest Professional Planners, LTD. | 7,493 | $1.22M | 0.60% | +565+8.2% | Added |
| Doliver Advisors, LP | 7,494 | $1.22M | 0.38% | +226+3.1% | Added |
| Strong Tower Advisory Services | 7,504 | $1.22M | 0.65% | +130+1.8% | Added |
| CFO4Life Group, LLC | 7,527 | $1.23M | 0.28% | −391−4.9% | Reduced |
| MCF Advisors LLC | 7,534 | $1.23M | 0.11% | −31−0.4% | Reduced |
| Schrum Private Wealth Management LLC | 7,550 | $1.23M | 1.42% | +194+2.6% | Added |
| CoreCommodity Management, LLC | 7,573 | $1.24M | 0.35% | −773−9.3% | Reduced |
| Gilbert & Cook, Inc. | 7,596 | $1.24M | 0.21% | −170−2.2% | Reduced |
| LCM Capital Management Inc | 7,597 | $1.24M | 1.08% | +318+4.4% | Added |
| Key Financial Inc | 7,611 | $1.24M | 0.45% | +234+3.2% | Added |
| United Bank | 7,615 | $1.24M | 0.73% | +530+7.5% | Added |
| Matrix Trust Co | 7,621 | $1.24M | 0.33% | +982+14.8% | Added |
| ABLE Financial Group, LLC | 7,629 | $1.24M | 0.81% | +7,629 | New |
| Financial Architects, Inc | 7,630 | $1.24M | 0.20% | −355−4.4% | Reduced |
| McGlone Suttner Wealth Management, Inc. | 7,633 | $1.25M | 0.32% | +769+11.2% | Added |
| Westmount Partners, LLC | 7,644 | $1.25M | 0.58% | +1,631+27.1% | Added |
| BEAM Asset Management, LLC | 7,645 | $1.25M | 1.25% | −6−0.1% | Reduced |
| Meridian Wealth Advisors, LLC | 7,646 | $1.25M | 0.31% | −1,851−19.5% | Reduced |
| Concord Wealth Partners | 7,652 | $1.25M | 0.35% | +5,205+212.7% | Added |
| Centennial Wealth Advisory LLC | 7,654 | $1.25M | 0.66% | +1,572+25.8% | Added |
| First Bank & Trust | 7,657 | $1.25M | 0.33% | −5,202−40.5% | Reduced |
| Raleigh Capital Management Inc. | 7,671 | $1.25M | 0.62% | +640+9.1% | Added |
| Castellan Group, LLC | 7,682 | $1.25M | 0.86% | −35−0.5% | Reduced |
| Bowen Hanes & Co Inc | 7,686 | $1.25M | 0.04% | +1,585+26.0% | Added |
| My Legacy Advisors, LLC | 7,454 | $1.25M | 0.54% | −63−0.8% | Reduced |
| Allegheny Financial Group LTD | 7,689 | $1.25M | 0.51% | +33+0.4% | Added |
| St. Johns Investment Management Company, LLC | 7,690 | $1.25M | 0.73% | +186+2.5% | Added |
| Prostatis Group LLC | 7,734 | $1.26M | 0.66% | −168−2.1% | Reduced |
| Compass Financial Advisors LLC | 7,702 | $1.26M | 1.59% | −473−5.8% | Reduced |
| Golden State Equity Partners | 7,704 | $1.26M | 0.68% | +7,704 | New |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | 7,706 | $1.26M | 0.25% | 00.0% | Unchanged |
| Great Lakes Retirement, Inc. | 7,716 | $1.26M | 0.24% | +7,716 | New |
| Magnolia Capital Advisors LLC | 7,716 | $1.26M | 0.65% | +72+0.9% | Added |
| Archford Capital Strategies, LLC | 7,424 | $1.26M | 0.26% | +144+2.0% | Added |
| Jaffetilchin Investment Partners, LLC | 7,738 | $1.26M | 0.14% | +310+4.2% | Added |
| Johnson Financial Group, Inc. | 7,754 | $1.27M | 0.09% | +743+10.6% | Added |
| Ackerman Capital Advisors, LLC | 7,779 | $1.27M | 0.33% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 7,801 | $1.27M | 0.13% | −68−0.9% | Reduced |
| Roof Eidam & Maycock | 7,814 | $1.27M | 0.47% | +196+2.6% | Added |
| Patriot Financial Group Insurance Agency, LLC | 7,820 | $1.28M | 0.26% | −6−0.1% | Reduced |
| Wulff, Hansen & Co. | 7,855 | $1.28M | 1.46% | −135−1.7% | Reduced |
| MBL Wealth, LLC | 7,868 | $1.28M | 0.20% | +226+3.0% | Added |
| MONECO Advisors, LLC | 7,873 | $1.28M | 0.38% | +1,613+25.8% | Added |
| American State Bank (Iowa) | 7,879 | $1.29M | 0.94% | +101+1.3% | Added |
| Mogy Joel R Investment Counsel Inc | 7,893 | $1.29M | 0.11% | 00.0% | Unchanged |
| Terra Nova Asset Management LLC | 7,894 | $1.29M | 1.26% | +14+0.2% | Added |
| 1620 Investment Advisors, Inc. | 7,897 | $1.29M | 1.55% | +89+1.1% | Added |