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 | 4,311 | $298.0B |
| Q4 2025 | 3,993 | $223.3B |
| Q3 2025 | 3,802 | $225.3B |
| Q2 2025 | 3,707 | $189.0B |
| Q1 2025 | 3,825 | $222.9B |
| Q4 2024 | 3,764 | $194.0B |
| Q3 2024 | 3,487 | $198.0B |
| Q2 2024 | 3,510 | $214.0B |
| Q1 2024 | 3,522 | $212.7B |
| Q4 2023 | 3,477 | $200.3B |
| Q3 2023 | 3,338 | $222.6B |
| Q2 2023 | 3,285 | $205.0B |
| Q1 2023 | 3,272 | $217.1B |
| Q4 2022 | 3,288 | $243.6B |
| Q3 2022 | 3,056 | $195.7B |
| Q2 2022 | 3,060 | $198.4B |
| Q1 2022 | 3,070 | $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 |
|---|---|---|---|---|---|
| Aire Advisors, LLC | 12,241 | $2.00M | 0.56% | −84−0.7% | Reduced |
| Onyx Bridge Wealth Group LLC | 12,242 | $2.00M | 0.80% | +477+4.1% | Added |
| SageView Advisory Group, LLC | 12,267 | $2.00M | 0.13% | +6,944+130.5% | Added |
| Consolidated Portfolio Review Corp | 12,273 | $2.00M | 0.54% | +12,273 | New |
| Kistler-Tiffany Companies, LLC | 12,283 | $2.00M | 0.38% | +938+8.3% | Added |
| Enterprise Financial Services Corp | 12,284 | $2.00M | 1.31% | −38−0.3% | Reduced |
| Financial Engines Advisors L.L.C. | 12,305 | $2.01M | 0.01% | +2,362+23.8% | Added |
| Main Street Financial Solutions, LLC | 12,335 | $2.01M | 0.30% | +90+0.7% | Added |
| M. Kraus & Co | 12,355 | $2.02M | 0.71% | −41−0.3% | Reduced |
| Murphy, Middleton, Hinkle & Parker, Inc. | 12,375 | $2.02M | 1.25% | +50.0% | Added |
| TBH Global Asset Management, LLC | 12,402 | $2.02M | 0.43% | +2,875+30.2% | Added |
| Weaver C. Barksdale & Associates, Inc. | 12,409 | $2.02M | 1.89% | −600−4.6% | Reduced |
| CRA Financial Services, LLC | 12,416 | $2.03M | 0.60% | +831+7.2% | Added |
| Miller Howard Investments Inc | 12,416 | $2.03M | 0.07% | +1,160+10.3% | Added |
| Weik Capital Management | 12,437 | $2.03M | 0.93% | +1,917+18.2% | Added |
| Knuff & Co LLC | 12,449 | $2.03M | 0.80% | +215+1.8% | Added |
| Baldwin Investment Management, LLC | 12,457 | $2.03M | 0.36% | −1,233−9.0% | Reduced |
| Delta Asset Management LLC | 12,458 | $2.03M | 0.21% | −85−0.7% | Reduced |
| Sentry Investment Management LLC | 12,478 | $2.04M | 0.84% | −1,319−9.6% | Reduced |
| Parthenon LLC | 12,504 | $2.04M | 0.31% | −58−0.5% | Reduced |
| Wealth Effects LLC | 12,508 | $2.04M | 1.05% | −1,381−9.9% | Reduced |
| Capital Advisory Group Advisory Services, LLC | 12,539 | $2.05M | 1.23% | +171+1.4% | Added |
| Greenfield Savings Bank | 12,604 | $2.06M | 1.34% | −591−4.5% | Reduced |
| Wellington Shields & Co., LLC | 12,608 | $2.06M | 0.46% | −365−2.8% | Reduced |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 12,677 | $2.06M | 0.54% | −1,650−11.5% | Reduced |
| Cypress Asset Management Inc | 12,663 | $2.07M | 0.71% | +617+5.1% | Added |
| Berkeley Capital Partners, LLC | 12,672 | $2.07M | 0.77% | +232+1.9% | Added |
| Cascade Investment Group, Inc. | 12,675 | $2.07M | 2.04% | +282+2.3% | Added |
| Hayek Kallen Investment Management | 12,680 | $2.07M | 0.94% | −291−2.2% | Reduced |
| Convergence Investment Partners, LLC | 12,686 | $2.07M | 1.22% | −1,643−11.5% | Reduced |
| Godshalk Welsh Capital Management, Inc. | 12,688 | $2.07M | 1.46% | −200−1.6% | Reduced |
| Pine Valley Investments Ltd Liability Co | 15,916 | $2.07M | 0.32% | +15,916 | New |
| CWS Financial Advisors, LLC | 12,720 | $2.08M | 0.83% | −4,555−26.4% | Reduced |
| Connolly Sarah T. | 12,722 | $2.08M | 1.32% | +4,514+55.0% | Added |
| Brookfield Asset Management Inc. | 12,731 | $2.08M | 0.01% | +12,731 | New |
| Lindbrook Capital, LLC | 12,806 | $2.09M | 0.24% | −1,266−9.0% | Reduced |
| Capital Advantage, Inc. | 12,363 | $2.09M | 0.44% | −118−0.9% | Reduced |
| Magnus Financial Group LLC | 12,875 | $2.10M | 0.32% | +695+5.7% | Added |
| Aft, Forsyth & Sober, LLC | 12,900 | $2.10M | 1.06% | −550−4.1% | Reduced |
| Buckingham Strategic Partners | 12,919 | $2.11M | 0.14% | −1,792−12.2% | Reduced |
| Stonnington Group, LLC | 12,251 | $2.11M | 0.55% | −796−6.1% | Reduced |
| Cliftonlarsonallen Wealth Advisors, LLC | 12,923 | $2.11M | 0.06% | +2,208+20.6% | Added |
| Secure Asset Management, LLC | 12,942 | $2.11M | 0.70% | +567+4.6% | Added |
| Taurus Asset Management, LLC | 12,964 | $2.12M | 0.26% | −168−1.3% | Reduced |
| BerganKDV Wealth Management, LLC | 12,970 | $2.12M | 0.22% | −1,987−13.3% | Reduced |
| Pacific Capital Wealth Advisors, Inc | 12,999 | $2.12M | 0.55% | 00.0% | Unchanged |
| CMT Capital Markets Trading GmbH | 13,000 | $2.12M | 2.57% | +13,000 | New |
| Wellington Shields Capital Management, LLC | 166,080 | $2.12M | 0.26% | −19,402−10.5% | Reduced |
| Garner Asset Management Corp | 13,025 | $2.13M | 1.01% | +175+1.4% | Added |
| Waddell & Associates, LLC | 13,039 | $2.13M | 0.33% | +592+4.8% | Added |
| Jackson Hole Capital Partners, LLC | 13,208 | $2.13M | 0.56% | +6,263+90.2% | Added |
| TrueWealth Advisors, LLC | 13,082 | $2.13M | 0.90% | +8+0.1% | Added |
| FinTrust Capital Advisors, LLC | 12,133 | $2.14M | 0.52% | +2,500+26.0% | Added |
| Summit Financial Group Inc | 13,112 | $2.14M | 0.85% | −60−0.5% | Reduced |
| Venturi Wealth Management, LLC | 13,120 | $2.14M | 0.18% | −41−0.3% | Reduced |
| Journey Strategic Wealth LLC | 13,134 | $2.14M | 0.23% | +210+1.6% | Added |
| Notis-McConarty Edward | 13,140 | $2.14M | 0.85% | −175−1.3% | Reduced |
| Schear Investment Advisers, LLC | 13,145 | $2.14M | 2.57% | −88−0.7% | Reduced |
| Scott & Selber, Inc. | 13,159 | $2.15M | 0.91% | +18+0.1% | Added |
| Lion Street Advisors, LLC | 13,175 | $2.15M | 0.67% | +3,363+34.3% | Added |
| Symphony Financial, Ltd. Co. | 13,309 | $2.16M | 0.56% | +1,018+8.3% | Added |
| Pin Oak Investment Advisors Inc | 13,292 | $2.17M | 2.68% | −230−1.7% | Reduced |
| JFS Wealth Advisors, LLC | 13,306 | $2.17M | 0.20% | +577+4.5% | Added |
| Home Federal Bank of Tennessee | 13,315 | $2.17M | 0.81% | −314−2.3% | Reduced |
| 9258 Wealth Management, LLC | 13,335 | $2.18M | 0.44% | +137+1.0% | Added |
| Nexus Investment Management ULC | 13,350 | $2.18M | 0.24% | 00.0% | Unchanged |
| Founders Financial Alliance, LLC | 13,119 | $2.18M | 1.09% | −4,049−23.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 13,366 | $2.18M | 0.36% | +61+0.5% | Added |
| Miller Wealth Advisors, LLC | 35,058 | $2.19M | 32.06% | +32,140+1,101.4% | Added |
| Whitener Capital Management, Inc. | 13,515 | $2.21M | 0.92% | +814+6.4% | Added |
| Hedges Asset Management LLC | 13,542 | $2.21M | 1.87% | +475+3.6% | Added |
| GM Advisory Group, Inc. | 13,552 | $2.21M | 0.20% | +753+5.9% | Added |
| Sompo Asset Management Co., Ltd. | 13,560 | $2.21M | 0.47% | −7,370−35.2% | Reduced |
| Chapman Investment Management, LLC | 13,595 | $2.22M | 1.83% | −601−4.2% | Reduced |
| Settian Capital LP | 13,600 | $2.22M | 1.85% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 13,611 | $2.22M | 0.19% | +696+5.4% | Added |
| TKG Advisors, LLC | 13,633 | $2.22M | 1.39% | +1,576+13.1% | Added |
| NovaPoint Capital, LLC | 13,637 | $2.22M | 0.91% | +325+2.4% | Added |
| Sutton Wealth Advisors Inc. | 13,678 | $2.23M | 1.19% | −4,715−25.6% | Reduced |
| New Potomac Partners, LLC | 13,683 | $2.23M | 1.55% | −68−0.5% | Reduced |
| Centennial Bank | 13,693 | $2.23M | 1.46% | −4,640−25.3% | Reduced |
| Providence Wealth Advisors, LLC | 13,225 | $2.23M | 1.65% | −284−2.1% | Reduced |
| Grove Bank & Trust | 13,717 | $2.24M | 0.47% | +263+2.0% | Added |
| Bedell Frazier Investment Counseling, LLC | 13,717 | $2.24M | 0.66% | +616+4.7% | Added |
| Pinnacle West Asset Management, Inc. | 13,725 | $2.24M | 2.34% | +13,725 | New |
| Lafayette Investments, Inc. | 13,747 | $2.24M | 0.62% | 00.0% | Unchanged |
| Argonautica Private Wealth Management, Inc | 13,782 | $2.25M | 1.13% | −1,980−12.6% | Reduced |
| Candriam Luxembourg S.C.A. | 15,040 | $2.26M | 0.02% | −3,092−17.1% | Reduced |
| Richelieu Gestion PLC | 13,903 | $2.27M | 2.05% | +1,277+10.1% | Added |
| Birinyi Associates Inc | 13,908 | $2.27M | 0.94% | +2,654+23.6% | Added |
| Ti-Trust, Inc | 13,930 | $2.27M | 2.14% | −23−0.2% | Reduced |
| Center for Financial Planning, Inc. | 13,975 | $2.28M | 0.53% | −285−2.0% | Reduced |
| Harbour Investment Management LLC | 13,984 | $2.28M | 1.26% | +411+3.0% | Added |
| Eqis Capital Management, Inc. | 13,995 | $2.28M | 0.26% | −1,857−11.7% | Reduced |
| First City Capital Management, Inc. | 13,556 | $2.29M | 1.34% | −336−2.4% | Reduced |
| Ahl Investment Management, Inc. | 14,009 | $2.29M | 2.11% | −300−2.1% | Reduced |
| ProVise Management Group, LLC | 14,044 | $2.29M | 0.22% | −48−0.3% | Reduced |
| Clear Harbor Asset Management, LLC | 14,052 | $2.29M | 0.24% | +4,316+44.3% | Added |
| Cape Ann Savings Bank | 14,056 | $2.29M | 1.61% | −827−5.6% | Reduced |
| Perennial Investment Advisors, LLC | 14,064 | $2.29M | 0.43% | +9,616+216.2% | Added |