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 |
|---|---|---|---|---|---|
| Naviter Wealth, LLC | 9,122 | $1.49M | 0.52% | −812−8.2% | Reduced |
| Sweet Financial Partners, LLC | 9,165 | $1.50M | 0.41% | −285−3.0% | Reduced |
| Sawgrass Asset Management LLC | 9,174 | $1.50M | 0.19% | −469−4.9% | Reduced |
| Plancorp, LLC | 9,184 | $1.50M | 0.08% | +198+2.2% | Added |
| Lavaca Capital LLC | 8,723 | $1.51M | 0.35% | +400+4.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 9,253 | $1.51M | 0.73% | −7−0.1% | Reduced |
| Pensionmark Financial Group, LLC | 9,263 | $1.51M | 0.31% | −243−2.6% | Reduced |
| Verity Asset Management, Inc. | 9,266 | $1.51M | 0.90% | +4,661+101.2% | Added |
| Oak Hill Wealth Advisors, LLC | 9,221 | $1.51M | 0.60% | −229−2.4% | Reduced |
| Emfo, LLC | 9,304 | $1.52M | 1.44% | −3,871−29.4% | Reduced |
| Comprehensive Financial Consultants Institutional, Inc. | 9,311 | $1.52M | 0.86% | +278+3.1% | Added |
| Fishman Jay A Ltd | 9,313 | $1.52M | 0.19% | −200−2.1% | Reduced |
| Wintrust Investments LLC | 9,323 | $1.52M | 0.19% | +86+0.9% | Added |
| McKinley Capital Management LLC /Delaware | 9,373 | $1.53M | 0.20% | −296−3.1% | Reduced |
| Front Street Capital Management, Inc. | 9,393 | $1.53M | 0.33% | +13+0.1% | Added |
| Kowal Investment Group, LLC | 9,396 | $1.53M | 0.43% | +483+5.4% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 9,398 | $1.53M | 0.01% | −251,806−96.4% | Reduced |
| Heritage Wealth Advisors | 9,406 | $1.53M | 0.09% | +158+1.7% | Added |
| Kinsale Capital Group, Inc. | 9,444 | $1.54M | 1.12% | +4,804+103.5% | Added |
| Tradition Wealth Management, LLC | 9,450 | $1.54M | 0.19% | +420+4.7% | Added |
| InTrack Investment Management Inc | 9,123 | $1.54M | 1.41% | +2,846+45.3% | Added |
| Fiera Capital Corp | 9,476 | $1.55M | 0.00% | −2,923−23.6% | Reduced |
| Legacy Bridge, LLC | 9,478 | $1.55M | 1.08% | +260+2.8% | Added |
| Nilsine Partners, LLC | 9,487 | $1.55M | 0.24% | +9,487 | New |
| AFS Financial Group, LLC | 9,494 | $1.55M | 1.03% | −43−0.5% | Reduced |
| Manhattan West Asset Management, LLC | 9,499 | $1.55M | 0.67% | +733+8.4% | Added |
| Guardian Capital LP | 9,536 | $1.56M | 0.05% | −418−4.2% | Reduced |
| Hubbell Strickland Wealth Management, LLC | 9,565 | $1.56M | 0.95% | −977−9.3% | Reduced |
| High Net Worth Advisory Group LLC | 9,574 | $1.56M | 0.64% | −66−0.7% | Reduced |
| Covenant Asset Management, LLC | 9,597 | $1.57M | 0.51% | +1,410+17.2% | Added |
| Coppell Advisory Solutions LLC | 9,690 | $1.57M | 0.54% | −1,761−15.4% | Reduced |
| Coppell Advisory Solutions Corp. | 9,690 | $1.57M | 0.54% | −1,761−15.4% | Reduced |
| Silverlake Wealth Management LLC | 9,665 | $1.58M | 0.96% | −542−5.3% | Reduced |
| Magnetar Financial LLC | 9,675 | $1.58M | 0.03% | +9,675 | New |
| Virtue Capital Management, LLC | 9,531 | $1.58M | 0.26% | +449+4.9% | Added |
| Harvest Portfolios Group Inc. | 9,714 | $1.58M | 0.08% | −314−3.1% | Reduced |
| Knollwood Investment Advisory, LLC | 9,715 | $1.59M | 0.54% | +4,055+71.6% | Added |
| Chicago Capital, LLC | 9,720 | $1.59M | 0.08% | +26+0.3% | Added |
| Tompkins Financial Corp | 9,729 | $1.59M | 0.26% | −200−2.0% | Reduced |
| Farmers Trust Co | 9,750 | $1.59M | 0.35% | −100−1.0% | Reduced |
| KG&L Capital Management,LLC | 9,752 | $1.59M | 0.83% | +2,624+36.8% | Added |
| FOCUS Wealth Advisors, LLC | 9,796 | $1.60M | 1.05% | +502+5.4% | Added |
| Beaumont Financial Advisors, LLC | 9,851 | $1.61M | 0.16% | −336−3.3% | Reduced |
| Doheny Asset Management | 9,854 | $1.61M | 1.44% | +1,944+24.6% | Added |
| Adviser Investments LLC | 9,879 | $1.61M | 0.04% | +240+2.5% | Added |
| FRG Family Wealth Advisors LLC | 9,884 | $1.61M | 0.37% | +250+2.6% | Added |
| Etesian Wealth Advisors, Inc. | 9,894 | $1.61M | 1.07% | +37+0.4% | Added |
| Cox Capital Mgt LLC | 9,906 | $1.62M | 1.17% | −188−1.9% | Reduced |
| Prudent Man Advisors, LLC | 9,923 | $1.62M | 0.63% | −198−2.0% | Reduced |
| Front Row Advisors LLC | 9,929 | $1.62M | 0.78% | 00.0% | Unchanged |
| Harrell Investment Partners, LLC | 9,213 | $1.62M | 0.58% | +15+0.2% | Added |
| Colonial River Wealth Management, LLC | 9,945 | $1.62M | 0.95% | +574+6.1% | Added |
| Bourgeon Capital Management LLC | 9,951 | $1.62M | 0.39% | +115+1.2% | Added |
| Menard Financial Group LLC | 9,984 | $1.63M | 3.77% | +979+10.9% | Added |
| Cahill Financial Advisors Inc | 9,991 | $1.63M | 0.29% | +62+0.6% | Added |
| Barbara Oil Co. | 10,000 | $1.63M | 0.78% | 00.0% | Unchanged |
| Qsemble Capital Management, LP | 10,000 | $1.63M | 1.10% | +10,000 | New |
| Ausdal Financial Partners, Inc. | 10,039 | $1.64M | 0.23% | −8−0.1% | Reduced |
| Baker Tilly Wealth Management, LLC | 10,042 | $1.64M | 0.18% | −1,441−12.5% | Reduced |
| Apriem Advisors | 10,085 | $1.65M | 0.26% | +1,894+23.1% | Added |
| D.B. Root & Company, LLC | 10,105 | $1.65M | 0.65% | +386+4.0% | Added |
| Kozak & Associates, Inc. | 10,106 | $1.65M | 0.74% | −38−0.4% | Reduced |
| Centric Wealth Management | 10,119 | $1.65M | 0.72% | +1,223+13.7% | Added |
| Insigneo Advisory Services, LLC | 10,123 | $1.65M | 0.53% | −769−7.1% | Reduced |
| Mechanics Financial Corp | 10,134 | $1.65M | 0.96% | −691−6.4% | Reduced |
| Cape Investment Advisory, Inc. | 10,140 | $1.65M | 1.01% | +10,140 | New |
| Argent Advisors, Inc. | 10,144 | $1.66M | 0.79% | −2,300−18.5% | Reduced |
| Grey Street Capital, LLC | 10,180 | $1.66M | 1.17% | +10,180 | New |
| RMR Wealth Builders | 10,186 | $1.66M | 0.32% | +748+7.9% | Added |
| Brown, Lisle/Cummings, Inc. | 10,195 | $1.66M | 0.84% | −63−0.6% | Reduced |
| Clough Capital Partners L P | 10,200 | $1.66M | 0.18% | 00.0% | Unchanged |
| TCM Advisors, LLC | – | $1.66M | 1.50% | – | – |
| Keating Investment Counselors Inc | 10,220 | $1.67M | 0.63% | −390−3.7% | Reduced |
| Miller Investment Management, LP | 10,220 | $1.67M | 0.28% | 00.0% | Unchanged |
| Marco Investment Management LLC | 10,222 | $1.67M | 0.19% | +30+0.3% | Added |
| Legacy Capital Wealth Partners, LLC | 10,226 | $1.67M | 0.46% | +10,226 | New |
| LifePro Asset Management | 9,333 | $1.68M | 1.22% | 00.0% | Unchanged |
| Townsend & Associates, Inc | 9,956 | $1.68M | 0.67% | −8,049−44.7% | Reduced |
| WBH Advisory Inc | 10,301 | $1.68M | 0.21% | +10,301 | New |
| Baker Ellis Asset Management LLC | 10,327 | $1.68M | 0.30% | +18+0.2% | Added |
| Dumont & Blake Investment Advisors LLC | 10,367 | $1.69M | 0.57% | −1,035−9.1% | Reduced |
| Ignite Planners, LLC | 10,054 | $1.69M | 0.70% | +635+6.7% | Added |
| Signet Investment Advisory Group, Inc. | 10,387 | $1.69M | 1.17% | +6+0.1% | Added |
| Aspen Investment Management Inc | 10,394 | $1.70M | 1.08% | −8−0.1% | Reduced |
| Proquility Private Wealth Partners, LLC | 10,405 | $1.70M | 0.67% | −2,791−21.2% | Reduced |
| Chilton Investment Co LLC | 10,411 | $1.70M | 0.05% | +4,703+82.4% | Added |
| BBR Partners, LLC | 10,429 | $1.70M | 0.20% | −1,343−11.4% | Reduced |
| SS&H Financial Advisors, Inc. | 10,430 | $1.70M | 0.78% | −200−1.9% | Reduced |
| CWA Asset Management Group, LLC | 10,468 | $1.71M | 0.13% | −1,377−11.6% | Reduced |
| Eudaimonia Advisors LLC | 10,483 | $1.71M | 1.15% | +387+3.8% | Added |
| Bessemer Securities LLC | 10,485 | $1.71M | 0.80% | 00.0% | Unchanged |
| Cunning Capital Partners, LP | 10,495 | $1.71M | 1.17% | 00.0% | Unchanged |
| Beck Mack & Oliver LLC | 10,522 | $1.72M | 0.05% | −100−0.9% | Reduced |
| Corundum Group, Inc. | 10,533 | $1.72M | 0.81% | +4,302+69.0% | Added |
| Trust Investment Advisors | 10,543 | $1.72M | 1.54% | −174−1.6% | Reduced |
| Wealth Management Associates, Inc. | 10,545 | $1.72M | 1.06% | +40+0.4% | Added |
| Souders Financial Advisors | 10,583 | $1.73M | 0.37% | −490−4.4% | Reduced |
| RBA Wealth Management, LLC | 10,584 | $1.73M | 0.86% | −19−0.2% | Reduced |
| Clear Creek Financial Management, LLC | 10,596 | $1.73M | 0.33% | +355+3.5% | Added |
| Eaton Financial Holdings Company, LLC | 10,601 | $1.73M | 1.35% | −42−0.4% | Reduced |