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 |
|---|---|---|---|---|---|
| Personal Cfo Solutions, LLC | 14,092 | $2.30M | 0.47% | +364+2.7% | Added |
| Martin & Co Inc | 14,115 | $2.30M | 0.59% | −210−1.5% | Reduced |
| Keudell/Morrison Wealth Management | 14,131 | $2.31M | 0.68% | −101−0.7% | Reduced |
| Vaughan Nelson Investment Management, L.P. | 14,180 | $2.31M | 0.03% | −8,000−36.1% | Reduced |
| Horizon Kinetics Asset Management LLC | 14,194 | $2.32M | 0.04% | −325−2.2% | Reduced |
| International Assets Investment Management, LLC | 14,198 | $2.32M | 0.34% | −18,517−56.6% | Reduced |
| New Hampshire Trust | 14,227 | $2.32M | 0.62% | −671−4.5% | Reduced |
| Abundance Wealth Counselors | 14,246 | $2.32M | 0.59% | −40.0% | Reduced |
| Delaney Dennis R | 14,246 | $2.32M | 1.98% | +100+0.7% | Added |
| SignalPoint Asset Management, LLC | 14,296 | $2.33M | 0.76% | −501−3.4% | Reduced |
| Capital Advisors Wealth Management, LLC | 14,299 | $2.33M | 0.65% | +435+3.1% | Added |
| Titleist Asset Management, LLC | 14,320 | $2.34M | 0.49% | +14,320 | New |
| Kiley Juergens Wealth Management, LLC | 14,320 | $2.34M | 0.87% | −163−1.1% | Reduced |
| Condor Capital Management | 14,335 | $2.34M | 0.29% | −545−3.7% | Reduced |
| Winslow Asset Management Inc | 14,375 | $2.35M | 0.55% | −273−1.9% | Reduced |
| Verition Fund Management LLC | 14,455 | $2.36M | 0.04% | −9,727−40.2% | Reduced |
| Mendel Money Management | 14,462 | $2.36M | 1.27% | −234−1.6% | Reduced |
| Sterling Investment Advisors, Ltd. | 14,464 | $2.36M | 0.80% | −283−1.9% | Reduced |
| O'Brien Greene & Co. Inc | 14,479 | $2.36M | 0.89% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 14,522 | $2.37M | 1.32% | +14,522 | New |
| Hendershot Investments Inc. | 14,549 | $2.37M | 0.40% | −2,389−14.1% | Reduced |
| Schechter Investment Advisors, LLC | 14,561 | $2.38M | 0.22% | −1,814−11.1% | Reduced |
| Chemung Canal Trust Co | 14,566 | $2.38M | 0.55% | −74−0.5% | Reduced |
| Bull Street Advisors, LLC | 14,600 | $2.38M | 1.24% | +23+0.2% | Added |
| Washington Trust Co | 14,625 | $2.39M | 0.11% | −44−0.3% | Reduced |
| Conning Inc. | 14,638 | $2.39M | 0.08% | −661−4.3% | Reduced |
| Herbst Group, LLC | 14,639 | $2.39M | 1.69% | +239+1.7% | Added |
| Karpas Strategies, LLC | 14,699 | $2.40M | 0.84% | −565−3.7% | Reduced |
| Allred Capital Management, LLC | 14,724 | $2.40M | 1.27% | +132+0.9% | Added |
| Cassaday & Co Wealth Management LLC | 14,737 | $2.40M | 0.10% | −245−1.6% | Reduced |
| Curbstone Financial Management Corp | 14,746 | $2.41M | 0.59% | −400−2.6% | Reduced |
| Monarch Capital Management Inc | 14,751 | $2.41M | 0.74% | −143−1.0% | Reduced |
| CIC Wealth, LLC | 14,755 | $2.41M | 0.91% | +65+0.4% | Added |
| Guardian Investment Management | 23,230 | $2.41M | 1.85% | +1,046+4.7% | Added |
| Hunter Associates Investment Management LLC | 14,775 | $2.41M | 0.52% | −520−3.4% | Reduced |
| Arbor Trust Wealth Advisors, LLC | 14,819 | $2.42M | 1.59% | +70+0.5% | Added |
| Systematic Alpha Investments, LLC | 14,854 | $2.42M | 0.13% | −4,900−24.8% | Reduced |
| Burke & Herbert Bank & Trust Co | 14,893 | $2.43M | 1.79% | −113−0.8% | Reduced |
| Somerset Trust Co | 14,921 | $2.43M | 1.06% | −246−1.6% | Reduced |
| Copperwynd Financial, LLC | 14,958 | $2.44M | 1.25% | +1,182+8.6% | Added |
| Focus Financial Network, Inc. | 14,979 | $2.44M | 0.15% | −56−0.4% | Reduced |
| Granby Capital Management, LLC | 15,000 | $2.45M | 2.42% | 00.0% | Unchanged |
| Consolidated Investment Group LLC | 15,000 | $2.45M | 0.48% | −7,000−31.8% | Reduced |
| Smith Chas P & Associates Pa Cpas | 15,012 | $2.45M | 0.17% | +30.0% | Added |
| WCG Wealth Advisors LLC | 15,016 | $2.45M | 0.31% | −119−0.8% | Reduced |
| Pecaut & Co. | 15,076 | $2.46M | 1.12% | 00.0% | Unchanged |
| Page Arthur B | 15,091 | $2.46M | 2.31% | +363+2.5% | Added |
| Siemens Fonds Invest GmbH | 15,149 | $2.47M | 0.26% | −2,543−14.4% | Reduced |
| Newman Dignan & Sheerar, Inc. | 15,151 | $2.47M | 0.79% | +146+1.0% | Added |
| Lake Street Financial LLC | 15,171 | $2.48M | 0.46% | −342−2.2% | Reduced |
| Sentinel Trust Co Lba | 15,183 | $2.48M | 0.35% | +15,183 | New |
| Montchanin Asset Management, LLC | 15,189 | $2.48M | 3.14% | +4,982+48.8% | Added |
| Somerset Group LLC | 15,263 | $2.49M | 2.17% | 00.0% | Unchanged |
| Private Harbour Investment Management & Counsel, LLC | 15,287 | $2.49M | 2.81% | −348−2.2% | Reduced |
| Lindenwold Advisors | 15,293 | $2.50M | 1.55% | +299+2.0% | Added |
| Hoertkorn Richard Charles | 15,297 | $2.50M | 1.29% | −125−0.8% | Reduced |
| Grandview Asset Management LLC | 15,297 | $2.50M | 1.47% | −648−4.1% | Reduced |
| Oakworth Capital, Inc. | 15,400 | $2.51M | 0.22% | +167+1.1% | Added |
| Modus Advisors, LLC | 15,406 | $2.51M | 1.16% | +307+2.0% | Added |
| Bontempo Ohly Capital Mgmt LLC | 15,426 | $2.52M | 1.25% | −2,321−13.1% | Reduced |
| Liberty One Investment Management, LLC | 15,443 | $2.52M | 0.34% | +684+4.6% | Added |
| Lodestar Private Asset Management LLC | 15,465 | $2.52M | 0.45% | −247−1.6% | Reduced |
| Formidable Asset Management, LLC | 14,920 | $2.53M | 0.53% | −1,649−10.0% | Reduced |
| Trifecta Capital Advisors, LLC | 15,526 | $2.53M | 0.89% | +1,430+10.1% | Added |
| Marietta Investment Partners LLC | 15,546 | $2.54M | 0.71% | −42−0.3% | Reduced |
| Excalibur Management Corp | 15,547 | $2.54M | 1.32% | −55−0.4% | Reduced |
| Nixon Peabody Trust Co | 15,549 | $2.54M | 1.77% | +1,534+10.9% | Added |
| Chilton Capital Management LLC | 15,570 | $2.54M | 0.15% | −196−1.2% | Reduced |
| Pacific Center for Financial Services | 15,576 | $2.54M | 0.88% | +15,576 | New |
| Bristlecone Advisors, LLC | 15,611 | $2.55M | 0.28% | −885−5.4% | Reduced |
| Mitchell Capital Management Co | 15,629 | $2.55M | 0.63% | −13,737−46.8% | Reduced |
| Ironwood Investment Counsel, LLC | 15,632 | $2.55M | 0.61% | +1,021+7.0% | Added |
| Delta Financial Advisors LLC | 15,653 | $2.55M | 1.23% | −211−1.3% | Reduced |
| Insight Inv LLC | 15,675 | $2.56M | 2.76% | +185+1.2% | Added |
| LGT Financial Advisors LLC | 15,682 | $2.56M | 4.76% | +2,511+19.1% | Added |
| Eads & Heald Wealth Management | 15,711 | $2.56M | 1.27% | +410+2.7% | Added |
| Adirondack Trust Co | 15,725 | $2.57M | 1.30% | −201−1.3% | Reduced |
| Pavion Blue Capital, LLC | 15,745 | $2.57M | 1.58% | −2,325−12.9% | Reduced |
| Saxon Interests, Inc. | 15,754 | $2.57M | 1.45% | −1,435−8.3% | Reduced |
| CX Institutional | 15,210 | $2.58M | 0.14% | −67−0.4% | Reduced |
| Nvest Financial, LLC | 15,803 | $2.58M | 2.68% | +454+3.0% | Added |
| Allen Mooney & Barnes Investment Advisors LLC | 15,818 | $2.58M | 0.62% | −883−5.3% | Reduced |
| Charles Schwab Trust Co | 15,871 | $2.59M | 0.31% | −1,331−7.7% | Reduced |
| Delta Investment Management, LLC | 15,885 | $2.59M | 0.74% | +392+2.5% | Added |
| Evanson Asset Management, LLC | 15,901 | $2.59M | 0.27% | −14−0.1% | Reduced |
| Trust Co of Oklahoma | 15,945 | $2.60M | 1.02% | −78−0.5% | Reduced |
| Field & Main Bank | 15,959 | $2.60M | 1.55% | +128+0.8% | Added |
| Beck Bode, LLC | 15,986 | $2.61M | 0.64% | −25,911−61.8% | Reduced |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 16,612 | $2.61M | 1.19% | −615−3.6% | Reduced |
| Iat Reinsurance Co Ltd. | 16,000 | $2.61M | 0.53% | 00.0% | Unchanged |
| XXEC, Inc. | 16,000 | $2.61M | 2.08% | +16,000 | New |
| Mountain Capital Investment Advisors, Inc | 15,179 | $2.61M | 1.15% | +654+4.5% | Added |
| Private Portfolio Partners LLC | 16,022 | $2.61M | 0.71% | −637−3.8% | Reduced |
| Studio Investment Management LLC | 16,033 | $2.62M | 0.79% | −816−4.8% | Reduced |
| Valmark Advisers, Inc. | 16,082 | $2.62M | 0.06% | +761+5.0% | Added |
| Nicholas Hoffman & Company, LLC. | 16,087 | $2.62M | 0.24% | −538−3.2% | Reduced |
| Birch Hill Investment Advisors LLC | 16,092 | $2.63M | 0.16% | −280−1.7% | Reduced |
| Cohen Lawrence B | 16,116 | $2.63M | 1.77% | +1,707+11.8% | Added |
| Hedeker Wealth, LLC | 16,133 | $2.63M | 0.94% | +713+4.6% | Added |
| Triangle Securities Wealth Management | 16,135 | $2.63M | 0.94% | −463−2.8% | Reduced |