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; 4,142 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
- 3,273
- +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
- 1,469 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 | 4,142 | $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 |
|---|---|---|---|---|---|
| Macroview Investment Management LLC | 628 | $102.4K | 0.16% | −53−7.8% | Reduced |
| Nordwand Advisors, LLC | 643 | $104.9K | 0.02% | −1,594−71.3% | Reduced |
| Rise Advisors, LLC | 643 | $104.9K | 0.08% | +9+1.4% | Added |
| Tradewinds Capital Management, LLC | 664 | $108.3K | 0.03% | +215+47.9% | Added |
| VitalStone Financial, LLC | 926 | $109.0K | 0.10% | −413−30.8% | Reduced |
| Horizon Bancorp Inc | 678 | $111.0K | 0.07% | +66+10.8% | Added |
| Investment Research & Advisory Group, Inc. | 703 | $114.7K | 0.07% | 00.0% | Unchanged |
| Centiva Capital, LP | 704 | $114.9K | 0.01% | −4,116−85.4% | Reduced |
| HighMark Wealth Management LLC | 713 | $116.3K | 0.09% | −274−27.8% | Reduced |
| Ulland Investment Advisors, LLC | 718 | $117.0K | 0.14% | 00.0% | Unchanged |
| Truvestments Capital LLC | 725 | $118.3K | 0.06% | −78−9.7% | Reduced |
| Lowe Wealth Advisors, LLC | 738 | $120.4K | 0.06% | 00.0% | Unchanged |
| Proffitt & Goodson Inc | 744 | $121.4K | 0.02% | 00.0% | Unchanged |
| Moisand Fitzgerald Tamayo, LLC | 748 | $122.0K | 0.03% | +117+18.5% | Added |
| Iron Horse Wealth Management, LLC | 786 | $128.2K | 0.06% | −181−18.7% | Reduced |
| Johnson Midwest Financial, LLC | 805 | $131.3K | 0.19% | −2−0.2% | Reduced |
| Norwood Financial Corp | 805 | $131.3K | 0.21% | −50−5.8% | Reduced |
| TFC Financial Management | 811 | $132.4K | 0.03% | +22+2.8% | Added |
| First Personal Financial Services | 814 | $132.8K | 0.03% | −106−11.5% | Reduced |
| Fairfield Financial Advisors, LTD | 825 | $134.0K | 0.06% | +825 | New |
| Financial Freedom, LLC | 828 | $135.1K | 0.10% | +7+0.9% | Added |
| Capital Advisors, Ltd. LLC | 836 | $136.0K | 0.02% | −1,111−57.1% | Reduced |
| Abound Wealth Management | 837 | $136.5K | 0.06% | +277+49.5% | Added |
| Stone House Investment Management, LLC | 843 | $137.5K | 0.05% | +843 | New |
| Cedar Mountain Advisors, LLC | 853 | $139.2K | 0.04% | −84−9.0% | Reduced |
| Prestige Wealth Management Group LLC | 865 | $141.1K | 0.04% | −26−2.9% | Reduced |
| Earnest Partners LLC | 874 | $142.6K | 0.00% | 00.0% | Unchanged |
| Mascoma Wealth Management LLC | 847 | $142.8K | 0.04% | 00.0% | Unchanged |
| Clean Yield Group | 882 | $143.9K | 0.06% | −71−7.5% | Reduced |
| HHM Wealth Advisors, LLC | 886 | $144.6K | 0.03% | +203+29.7% | Added |
| Antonetti Capital Management LLC | 900 | $146.8K | 0.21% | −50−5.3% | Reduced |
| Disciplined Equity Management, Inc. | 900 | $146.8K | 0.12% | 00.0% | Unchanged |
| PrairieView Partners, LLC | 911 | $148.0K | 0.02% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 910 | $148.4K | 0.06% | +537+144.0% | Added |
| Ellevest, Inc. | 910 | $148.5K | 0.01% | +70+8.3% | Added |
| AlphaMark Advisors, LLC | 915 | $149.0K | 0.07% | +2+0.2% | Added |
| Westchester Capital Management, Inc. | 932 | $152.1K | 0.04% | −130−12.2% | Reduced |
| Syverson Strege & Co | 964 | $157.3K | 0.07% | +28+3.0% | Added |
| Cove Street Capital, LLC | 1,000 | $163.0K | 0.05% | 00.0% | Unchanged |
| FNY Investment Advisers, LLC | 1,000 | $163.0K | 0.19% | +1,000 | New |
| Stuart Chaussee & Associates, Inc. | 1,000 | $163.2K | 0.06% | −82−7.6% | Reduced |
| Hall Laurie J Trustee | 1,029 | $168.0K | 0.07% | 00.0% | Unchanged |
| J.Safra Asset Management Corp | 1,044 | $170.3K | 0.03% | +1,044 | New |
| Values First Advisors, Inc. | 1,044 | $170.4K | 0.11% | +1,044 | New |
| First Eagle Investment Management, LLC | 1,047 | $170.8K | 0.00% | −1,004−49.0% | Reduced |
| Toth Financial Advisory Corp | 1,051 | $171.5K | 0.03% | +32+3.1% | Added |
| Mach-1 Financial Group, Inc. | 21,419 | $174.5K | 1.11% | −10,349−32.6% | Reduced |
| TD Capital Management LLC | 1,081 | $176.4K | 0.02% | +200+22.7% | Added |
| Raffa Wealth Management, LLC | 1,100 | $179.4K | 0.07% | +561+104.1% | Added |
| Goldstream Capital Management Ltd | 1,120 | $182.7K | 0.19% | +1,120 | New |
| Coombe, Bender & Co LLC | 1,130 | $184.4K | 0.14% | +327+40.7% | Added |
| Aspire Private Capital, LLC | 1,141 | $186.2K | 0.06% | −211−15.6% | Reduced |
| RFP Financial Group LLC | 1,154 | $188.3K | 0.22% | −6,676−85.3% | Reduced |
| Blue Chip Partners, Inc. | 1,164 | $189.9K | 0.02% | +12+1.0% | Added |
| ZRC Wealth Management, LLC | 1,178 | $192.2K | 0.18% | +1,178 | New |
| Vestor Capital, LLC | 1,218 | $199.0K | 0.02% | −107−8.1% | Reduced |
| Hill Island Financial LLC | 1,253 | $200.5K | 0.08% | −68−5.1% | Reduced |
| Grand Jean Capital Management Inc | 1,231 | $200.8K | 0.08% | +100+8.8% | Added |
| ESL Trust Services, LLC | 1,232 | $201.0K | 0.07% | 00.0% | Unchanged |
| GoalFusion Wealth Management, LLC | 1,232 | $201.0K | 0.16% | 00.0% | Unchanged |
| NBW Capital LLC | 1,233 | $201.2K | 0.05% | +97+8.5% | Added |
| Interactive Financial Advisors | 1,236 | $201.7K | 0.13% | 00.0% | Unchanged |
| FMB Wealth Management | 1,240 | $202.3K | 0.24% | −260−17.3% | Reduced |
| Laraway Financial Inc | 1,241 | $202.5K | 0.21% | +1,241 | New |
| KFA Private Wealth Group, LLC | 1,242 | $202.6K | 0.09% | +72+6.2% | Added |
| Dentgroup LLC | 1,248 | $203.6K | 0.16% | 00.0% | Unchanged |
| Grant Street Asset Management, Inc. | 1,250 | $204.0K | 0.08% | −150−10.7% | Reduced |
| Carl Stuart Investment Advisor, Inc | 2,042 | $204.5K | 1.62% | 00.0% | Unchanged |
| Whitcomb & Hess, Inc. | 1,254 | $204.6K | 0.08% | 00.0% | Unchanged |
| Lifestyle Asset Management, Inc. | 1,254 | $204.6K | 0.14% | +1,254 | New |
| Affinia Financial Group, LLC | 1,195 | $204.9K | 0.15% | +1,195 | New |
| Safeguard Financial, LLC | 1,254 | $205.0K | 0.12% | +1,254 | New |
| ACT Advisors, LLC. | 1,258 | $205.3K | 0.13% | −116−8.4% | Reduced |
| Aletheian Wealth Advisors LLC | 1,259 | $205.4K | 0.18% | +1,259 | New |
| HF Advisory Group, LLC | 1,261 | $205.8K | 0.18% | 00.0% | Unchanged |
| RE Dickinson Investment Advisors, LLC | 1,267 | $207.0K | 0.07% | −60−4.5% | Reduced |
| CKW Financial Group | 1,271 | $207.0K | 0.03% | +2+0.2% | Added |
| Bellevue Asset Management, LLC | 1,268 | $207.0K | 0.14% | −297−19.0% | Reduced |
| Echo45 Advisors LLC | 1,269 | $207.1K | 0.17% | −18−1.4% | Reduced |
| Financial Network Wealth Management LLC | 1,271 | $207.4K | 0.10% | −21−1.6% | Reduced |
| Detalus Advisors, LLC | 1,274 | $207.9K | 0.10% | +6+0.5% | Added |
| Mount Yale Investment Advisors, LLC | 1,276 | $208.2K | 0.02% | +151+13.4% | Added |
| Arista Wealth Management, LLC | 1,277 | $208.3K | 0.11% | +17+1.3% | Added |
| Chiron Capital Management, LLC | 1,278 | $208.5K | 0.14% | 00.0% | Unchanged |
| Capasso Planning Partners LLC | 1,279 | $208.7K | 0.12% | −289−18.4% | Reduced |
| Petra Financial Advisors Inc | 1,279 | $208.7K | 0.21% | 00.0% | Unchanged |
| Centerpoint Advisors, LLC | 1,284 | $209.0K | 0.09% | +327+34.2% | Added |
| Corbyn Investment Management Inc | 1,286 | $209.8K | 0.08% | +8+0.6% | Added |
| Cassia Capital Partners, LLC | 1,288 | $210.2K | 0.17% | −37−2.8% | Reduced |
| Cumberland Advisors Inc | 1,290 | $210.5K | 0.09% | 00.0% | Unchanged |
| Relaxing Retirement Coach | 1,292 | $210.8K | 0.07% | 00.0% | Unchanged |
| Red Wave Investments LLC | 1,293 | $211.0K | 0.09% | −25−1.9% | Reduced |
| PCG Wealth Advisors, LLC | 1,294 | $211.3K | 0.13% | +124+10.6% | Added |
| Disciplined Growth Investors Inc | 1,295 | $211.3K | 0.01% | −480−27.0% | Reduced |
| Fort, L.P. | 1,295 | $211.3K | 0.55% | +1,295 | New |
| Firethorn Wealth Partners, LLC | 1,265 | $211.6K | 0.17% | +6+0.5% | Added |
| Courage Miller Partners, LLC | 1,299 | $211.9K | 0.09% | 00.0% | Unchanged |
| Pine Haven Investment Counsel, Inc | 1,300 | $212.1K | 0.22% | −30−2.3% | Reduced |
| Socha Financial Group, LLC | 1,300 | $212.1K | 0.14% | −13−1.0% | Reduced |
| Wealth Advisors, Inc. | 1,255 | $212.4K | 0.10% | −403−24.3% | Reduced |