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 |
|---|---|---|---|---|---|
| Endurance Wealth Management, Inc. | 7,906 | $1.29M | 0.18% | +228+3.0% | Added |
| First Western Trust Bank | 7,910 | $1.29M | 0.07% | +6+0.1% | Added |
| Apeiron RIA LLC | 7,916 | $1.29M | 0.44% | +57+0.7% | Added |
| Abn Amro Investment Solutions | 7,980 | $1.30M | 0.03% | +7,980 | New |
| Hexagon Capital Partners LLC | 7,986 | $1.30M | 0.36% | +486+6.5% | Added |
| Hoey Investments, Inc | 7,987 | $1.30M | 0.51% | +2,020+33.9% | Added |
| Indiana Trust & Investment Management CO | 7,995 | $1.30M | 0.71% | −50−0.6% | Reduced |
| S.A. Mason LLC | 8,032 | $1.31M | 0.95% | −196−2.4% | Reduced |
| Solitude Financial Services | 8,077 | $1.32M | 0.85% | +91+1.1% | Added |
| Quintet Private Bank (Europe) S.A. | 8,096 | $1.32M | 0.08% | +8,096 | New |
| Court Place Advisors, LLC | 8,146 | $1.33M | 0.48% | +300+3.8% | Added |
| Tradewinds, LLC. | 8,151 | $1.33M | 0.81% | +8,151 | New |
| Cadent Capital Advisors, LLC | 8,163 | $1.33M | 0.79% | −776−8.7% | Reduced |
| WealthBridge Capital Management, LLC | 8,183 | $1.34M | 0.53% | −154−1.8% | Reduced |
| Sandbox Financial Partners, LLC | 8,195 | $1.34M | 0.81% | −1,402−14.6% | Reduced |
| Bedel Financial Consulting, Inc. | 8,196 | $1.34M | 0.33% | +29+0.4% | Added |
| Aveo Capital Partners, LLC | 8,221 | $1.34M | 0.18% | −87−1.0% | Reduced |
| Canal Capital Management, LLC | 8,253 | $1.35M | 0.30% | +246+3.1% | Added |
| Modera Wealth Management, LLC | 8,253 | $1.35M | 0.05% | −128−1.5% | Reduced |
| Curi Capital | 8,268 | $1.35M | 0.19% | −838−9.2% | Reduced |
| Leisure Capital Management | 8,280 | $1.35M | 0.77% | +343+4.3% | Added |
| First Commonwealth Financial Corp | 8,300 | $1.35M | 0.49% | −168−2.0% | Reduced |
| Moseley Investment Management Inc | 8,309 | $1.36M | 0.88% | +506+6.5% | Added |
| Palisade Capital Management LLC | 8,312 | $1.36M | 0.04% | +2,481+42.5% | Added |
| Valley Brook Capital Group | 8,325 | $1.36M | 1.25% | 00.0% | Unchanged |
| First Interstate Bank | 8,336 | $1.36M | 0.10% | −1,305−13.5% | Reduced |
| Autumn Glory Partners, LLC | 8,351 | $1.36M | 1.16% | −7,677−47.9% | Reduced |
| Walker Asset Management, LLC | 8,383 | $1.37M | 1.19% | −195−2.3% | Reduced |
| Chesapeake Asset Management LLC | 8,391 | $1.37M | 1.25% | +8,391 | New |
| Donoghue Forlines LLC | 8,393 | $1.37M | 0.49% | +206+2.5% | Added |
| Headlands Technologies LLC | 8,395 | $1.37M | 0.91% | +7,541+883.0% | Added |
| Oak Harbor Wealth Partners, LLC | 8,398 | $1.37M | 0.50% | +1,235+17.2% | Added |
| WMS Partners, LLC | 8,400 | $1.37M | 0.12% | −26−0.3% | Reduced |
| Paragon Capital Management LLC | 8,420 | $1.37M | 0.83% | +160+1.9% | Added |
| Genesee Capital Advisors, LLC | 8,423 | $1.37M | 0.98% | +42+0.5% | Added |
| Ballast Advisors LLC | 8,426 | $1.37M | 0.55% | +23+0.3% | Added |
| Citizens & Northern Corp | 8,431 | $1.38M | 0.54% | +13+0.2% | Added |
| Two Sigma Securities, LLC | 8,437 | $1.38M | 0.11% | +5,721+210.6% | Added |
| Retirement Planning Co of New England, Inc. | 8,455 | $1.38M | 0.84% | +285+3.5% | Added |
| Amarillo National Bank | 8,461 | $1.38M | 0.28% | +25+0.3% | Added |
| Park Place Capital Corp | 8,488 | $1.38M | 0.39% | +33+0.4% | Added |
| Iams Wealth Management, LLC | 8,537 | $1.39M | 1.15% | +3,484+68.9% | Added |
| TrinityPoint Wealth, LLC | 8,511 | $1.39M | 0.30% | +203+2.4% | Added |
| Credit Agricole S A | 8,525 | $1.39M | 0.06% | −13,786−61.8% | Reduced |
| PSI Advisors, LLC | 8,541 | $1.39M | 0.67% | +916+12.0% | Added |
| Claro Advisors LLC | 8,553 | $1.40M | 0.41% | +180+2.1% | Added |
| Fortitude Advisory Group L.L.C. | 8,591 | $1.40M | 1.09% | −81−0.9% | Reduced |
| Vinva Investment Management Ltd | 8,636 | $1.40M | 0.12% | +8,636 | New |
| Investment Partners, Ltd. | 8,595 | $1.40M | 0.74% | +19+0.2% | Added |
| Calton & Associates, Inc. | 8,598 | $1.40M | 0.65% | −1,279−12.9% | Reduced |
| Timber Creek Capital Management LLC | 8,604 | $1.40M | 0.50% | 00.0% | Unchanged |
| Schmidt P J Investment Management Inc | 8,417 | $1.41M | 0.29% | +263+3.2% | Added |
| Capstone Wealth Management Group, LLC | 8,636 | $1.41M | 1.56% | −239−2.7% | Reduced |
| First Command Bank | 8,642 | $1.41M | 0.14% | −194−2.2% | Reduced |
| First Command Financial Services, Inc. | 8,642 | $1.41M | 0.14% | −194−2.2% | Reduced |
| JGP Wealth Management, LLC | 8,649 | $1.41M | 0.25% | +2,874+49.8% | Added |
| Evergreen Wealth Solutions, LLC | 8,671 | $1.42M | 1.64% | −39−0.4% | Reduced |
| Red Spruce Capital, LLC | 8,677 | $1.42M | 0.83% | +810+10.3% | Added |
| Searle & Co. | 8,403 | $1.42M | 0.46% | 00.0% | Unchanged |
| Warther Private Wealth, LLC | 8,687 | $1.42M | 1.08% | +116+1.4% | Added |
| StrategIQ Financial Group, LLC | 8,690 | $1.42M | 0.16% | +7+0.1% | Added |
| BFT Financial Group, LLC | 8,690 | $1.42M | 0.21% | +8,690 | New |
| West Michigan Advisors, LLC | 8,701 | $1.42M | 0.81% | +5,041+137.7% | Added |
| KLCM Advisors, Inc. | 8,702 | $1.42M | 0.28% | −346−3.8% | Reduced |
| Cypress Wealth Services, LLC | 8,703 | $1.42M | 0.42% | −109−1.2% | Reduced |
| Transamerica Financial Advisors, Inc. | 8,712 | $1.42M | 0.19% | −4,372−33.4% | Reduced |
| Sargent Investment Group, LLC | 8,388 | $1.43M | 0.38% | +320+4.0% | Added |
| Blue Fin Capital, Inc. | 9,146 | $1.43M | 0.46% | +245+2.8% | Added |
| EPG Wealth Management LLC | 8,774 | $1.43M | 0.45% | +3,524+67.1% | Added |
| Glen Eagle Advisors, LLC | 8,774 | $1.43M | 0.36% | +3,361+62.1% | Added |
| CVA Family Office, LLC | 8,809 | $1.44M | 0.32% | +232+2.7% | Added |
| Saranac Partners Ltd | 8,826 | $1.44M | 0.85% | +7,041+394.5% | Added |
| Wolff Financial Management LLC | 8,830 | $1.44M | 0.50% | +20.0% | Added |
| Drive Wealth Management, LLC | 8,854 | $1.44M | 0.60% | +375+4.4% | Added |
| 3Chopt Investment Partners, LLC | 8,864 | $1.45M | 0.77% | +899+11.3% | Added |
| Boston Research & Management Inc | 8,873 | $1.45M | 0.43% | −110−1.2% | Reduced |
| Pacific Sage Partners, LLC | 8,878 | $1.45M | 0.47% | −106−1.2% | Reduced |
| Rice Partnership, LLC | 8,883 | $1.45M | 0.43% | +53+0.6% | Added |
| Ledge Wealth Management, Inc. | 8,895 | $1.45M | 0.69% | +605+7.3% | Added |
| Relative Value Partners Group, LLC | 8,906 | $1.45M | 0.10% | −131−1.4% | Reduced |
| Wells Trecaso Financial Group, LLC | 8,913 | $1.45M | 0.67% | −94−1.0% | Reduced |
| BOS Asset Management, LLC | 8,916 | $1.45M | 1.21% | −671−7.0% | Reduced |
| Access Financial Services, Inc. | 8,924 | $1.46M | 0.88% | +1,729+24.0% | Added |
| Gradient Capital Advisors, LLC | 8,929 | $1.46M | 0.62% | −37−0.4% | Reduced |
| Brandywine Oak Private Wealth LLC | 8,934 | $1.46M | 0.17% | −57−0.6% | Reduced |
| Dividend Assets Capital, LLC | 8,122 | $1.46M | 0.31% | 00.0% | Unchanged |
| McDaniel Terry & Co | 8,945 | $1.46M | 0.16% | +40+0.4% | Added |
| Monticello Wealth Management, LLC | 8,293 | $1.46M | 0.16% | +616+8.0% | Added |
| Parkside Financial Bank & Trust | 8,964 | $1.46M | 0.39% | +52+0.6% | Added |
| Thrive Wealth Management, LLC | 8,964 | $1.46M | 0.37% | +347+4.0% | Added |
| Advisory Alpha, LLC | 8,986 | $1.47M | 0.09% | +21+0.2% | Added |
| Needham Investment Management LLC | 9,000 | $1.47M | 0.25% | 00.0% | Unchanged |
| Proficio Capital Partners LLC | 9,004 | $1.47M | 0.23% | +1,671+22.8% | Added |
| Plante Moran Financial Advisors, LLC | 9,019 | $1.47M | 0.20% | −344−3.7% | Reduced |
| Cravens & Co Advisors, LLC | 9,060 | $1.48M | 1.38% | −187−2.0% | Reduced |
| Barrow Hanley Mewhinney & Strauss LLC | 9,068 | $1.48M | 0.01% | −11,442−55.8% | Reduced |
| Advisory Research Inc | 9,083 | $1.48M | 0.24% | 00.0% | Unchanged |
| Firestone Capital Management | 9,094 | $1.48M | 0.53% | −10−0.1% | Reduced |
| Benchmark Investment Advisors LLC | 9,096 | $1.48M | 1.52% | +1,666+22.4% | Added |
| Adalta Capital Management LLC | 9,118 | $1.49M | 1.04% | 00.0% | Unchanged |