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 |
|---|---|---|---|---|---|
| Edmp, Inc. | 16,146 | $2.63M | 2.64% | −289−1.8% | Reduced |
| Van Cleef Asset Management,Inc | 16,162 | $2.64M | 0.41% | −99−0.6% | Reduced |
| TCWP LLC | 16,170 | $2.64M | 0.50% | −490−2.9% | Reduced |
| Accurate Wealth Management, LLC | 15,682 | $2.64M | 0.91% | +4,454+39.7% | Added |
| Resurgent Financial Advisors LLC | 16,268 | $2.65M | 1.79% | −247−1.5% | Reduced |
| Centaurus Financial, Inc. | 16,312 | $2.66M | 0.21% | +1,142+7.5% | Added |
| Wimmer Associates 1, LLC | 16,937 | $2.66M | 1.70% | −153−0.9% | Reduced |
| Raab & Moskowitz Asset Management LLC | 16,327 | $2.66M | 0.97% | +212+1.3% | Added |
| Woodard & Co Asset Management Group Inc | 16,330 | $2.66M | 0.93% | +492+3.1% | Added |
| First United Bank Trust | 16,340 | $2.67M | 1.25% | +209+1.3% | Added |
| Washington Trust Bank | 16,392 | $2.67M | 0.29% | −207−1.2% | Reduced |
| Daymark Wealth Partners, LLC | 16,412 | $2.68M | 0.36% | +5,739+53.8% | Added |
| Smith, Moore & Co. | 16,414 | $2.68M | 0.36% | +1,086+7.1% | Added |
| Quadrant Private Wealth Management, LLC | 16,422 | $2.68M | 0.84% | +180+1.1% | Added |
| Certified Advisory Corp | 16,466 | $2.69M | 0.48% | +585+3.7% | Added |
| GSB Wealth Management, LLC | 16,488 | $2.69M | 0.88% | −4,642−22.0% | Reduced |
| Redwood Investment Management, LLC | 16,494 | $2.69M | 0.29% | +5,842+54.8% | Added |
| Private Capital Advisors, Inc. | 16,603 | $2.71M | 0.51% | −19−0.1% | Reduced |
| CoreFirst Bank & Trust | 16,638 | $2.71M | 1.98% | −400−2.3% | Reduced |
| AdvisorNet Financial, Inc | 16,642 | $2.72M | 0.25% | +1,843+12.5% | Added |
| Chicago Partners Investment Group LLC | 15,876 | $2.72M | 0.16% | +409+2.6% | Added |
| Marcum Wealth, LLC | 16,686 | $2.72M | 0.34% | +88+0.5% | Added |
| Navellier & Associates Inc | 16,706 | $2.73M | 0.57% | −692−4.0% | Reduced |
| Arrow Financial Corp | 16,724 | $2.73M | 0.36% | −2,334−12.2% | Reduced |
| Bank of Stockton | 16,767 | $2.74M | 0.95% | −908−5.1% | Reduced |
| Finer Wealth Management, Inc. | 16,799 | $2.74M | 2.32% | +598+3.7% | Added |
| United Capital Management of KS, Inc. | 16,854 | $2.75M | 1.02% | +16,854 | New |
| CFM Wealth Partners LLC | 16,877 | $2.75M | 0.76% | +174+1.0% | Added |
| Northstar Asset Management LLC | 16,888 | $2.76M | 0.81% | +1,750+11.6% | Added |
| Cohen Capital Management, Inc. | 16,908 | $2.76M | 0.56% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 16,912 | $2.76M | 0.15% | −281−1.6% | Reduced |
| Brighton Jones LLC | 16,934 | $2.76M | 0.16% | +819+5.1% | Added |
| Benin Management CORP | 16,953 | $2.77M | 1.05% | +100+0.6% | Added |
| WealthTrust Axiom LLC | 16,959 | $2.77M | 0.94% | +107+0.6% | Added |
| Sterling Investment Management, Inc. | 17,007 | $2.77M | 2.21% | −264−1.5% | Reduced |
| Joel Isaacson & Co., LLC | 17,015 | $2.78M | 0.20% | −1,185−6.5% | Reduced |
| Syntal Capital Partners, LLC | 17,040 | $2.78M | 1.02% | +457+2.8% | Added |
| Family Management Corp | 17,065 | $2.78M | 0.64% | −758−4.3% | Reduced |
| Greenwood Capital Associates LLC | 17,068 | $2.78M | 0.40% | +2,739+19.1% | Added |
| Albion Financial Group | 17,129 | $2.79M | 0.26% | −424−2.4% | Reduced |
| South Street Advisors LLC | 17,130 | $2.79M | 0.57% | +1,500+9.6% | Added |
| Wilkinson Global Asset Management LLC | 17,132 | $2.80M | 0.22% | 00.0% | Unchanged |
| Independence Bank of Kentucky | 17,160 | $2.80M | 1.22% | +50+0.3% | Added |
| Ramsay, Stattman, Vela & Price, Inc. | 17,252 | $2.81M | 0.61% | −50.0% | Reduced |
| IMA Wealth, Inc. | 17,270 | $2.82M | 0.73% | +25+0.1% | Added |
| Shufro Rose & Co LLC | 17,287 | $2.82M | 0.26% | −666−3.7% | Reduced |
| Rehmann Capital Advisory Group | 17,298 | $2.82M | 0.27% | −290−1.6% | Reduced |
| Fiduciary Group LLC | 17,313 | $2.82M | 0.37% | −265−1.5% | Reduced |
| Burney Co | 17,339 | $2.83M | 0.14% | +103+0.6% | Added |
| Columbia Trust Co 01012016 | 17,359 | $2.83M | 1.64% | −1,010−5.5% | Reduced |
| Capital Asset Advisory Services LLC | 17,373 | $2.83M | 0.21% | +781+4.7% | Added |
| Fort Point Capital Partners LLC | 17,387 | $2.84M | 0.46% | +216+1.3% | Added |
| Teamwork Financial Advisors, LLC | 17,413 | $2.84M | 0.53% | −20,978−54.6% | Reduced |
| Wealth Alliance Advisory Group, LLC | 17,481 | $2.85M | 1.07% | −3,108−15.1% | Reduced |
| apricus wealth, LLC | 17,505 | $2.86M | 2.60% | +435+2.5% | Added |
| Atlantic Trust, LLC | 17,538 | $2.86M | 0.91% | +7,477+74.3% | Added |
| Cyndeo Wealth Partners, LLC | 17,573 | $2.87M | 0.31% | +349+2.0% | Added |
| Strategic Blueprint, LLC | 17,579 | $2.87M | 0.30% | +975+5.9% | Added |
| Meritage Portfolio Management | 17,613 | $2.87M | 0.22% | −12,723−41.9% | Reduced |
| Bangor Savings Bank | 17,673 | $2.88M | 0.34% | −426−2.4% | Reduced |
| Cornerstone Advisors, LLC | 17,700 | $2.89M | 0.13% | 00.0% | Unchanged |
| HCR Wealth Advisors | 17,720 | $2.89M | 0.57% | −575−3.1% | Reduced |
| Hudock, Inc. | 17,833 | $2.91M | 0.71% | −2,256−11.2% | Reduced |
| Garrett Investment Advisors LLC | 17,877 | $2.92M | 0.46% | +1,529+9.4% | Added |
| Bridgeway Capital Management, LLC | 17,928 | $2.93M | 0.08% | −11,794−39.7% | Reduced |
| Providence Capital Advisors, LLC | 17,978 | $2.93M | 0.78% | −130−0.7% | Reduced |
| GFS Advisors, LLC | 18,053 | $2.95M | 0.68% | −25−0.1% | Reduced |
| Aptus Capital Advisors, LLC | 18,064 | $2.95M | 0.08% | −38,763−68.2% | Reduced |
| Capital Markets Trading UK LLP | 18,076 | $2.95M | 6.44% | +18,076 | New |
| Executive Wealth Management, LLC | 18,150 | $2.96M | 0.33% | +11,820+186.7% | Added |
| Trustco Bank Corp N Y | 18,209 | $2.97M | 3.26% | −135−0.7% | Reduced |
| Mystic Asset Management, Inc. | 18,236 | $2.98M | 1.64% | +10+0.1% | Added |
| Willis Johnson & Associates, Inc. | 18,274 | $2.98M | 0.35% | +1,524+9.1% | Added |
| Pettee Investors, Inc. | 18,315 | $2.99M | 1.43% | +215+1.2% | Added |
| McMillion Capital Management Inc | 18,321 | $2.99M | 2.82% | −1,484−7.5% | Reduced |
| TFG Advisers LLC | 18,384 | $3.00M | 1.45% | +835+4.8% | Added |
| LS Investment Advisors, LLC | 18,396 | $3.00M | 0.56% | −3,740−16.9% | Reduced |
| First Citizens Bank & Trust Co | 18,407 | $3.00M | 0.06% | −1,531−7.7% | Reduced |
| Independent Solutions Wealth Management, LLC | 18,431 | $3.01M | 0.89% | +481+2.7% | Added |
| Marathon Capital Management | 18,440 | $3.01M | 0.74% | −243−1.3% | Reduced |
| Patron Partners Advisors, LLC | 18,447 | $3.01M | 2.22% | −205−1.1% | Reduced |
| Peoples Financial Services Corp. | 18,458 | $3.01M | 1.41% | 00.0% | Unchanged |
| Berkshire Bank | 18,474 | $3.01M | 0.90% | +15+0.1% | Added |
| Leelyn Smith, LLC | 18,488 | $3.02M | 0.77% | −30−0.2% | Reduced |
| Quantbot Technologies LP | 18,512 | $3.02M | 0.21% | +18,512 | New |
| Sigma Investment Counselors Inc | 18,550 | $3.03M | 0.23% | −920−4.7% | Reduced |
| Qtron Investments LLC | 18,573 | $3.03M | 0.62% | −3,870−17.2% | Reduced |
| BDO Wealth Advisors, LLC | 18,588 | $3.03M | 0.37% | −1,723−8.5% | Reduced |
| Chesapeake Wealth Management | 18,603 | $3.04M | 1.27% | +156+0.8% | Added |
| Aspiriant, LLC | 18,621 | $3.04M | 0.16% | +1,939+11.6% | Added |
| Gables Capital Management Inc. | 18,630 | $3.04M | 2.12% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 18,659 | $3.04M | 0.38% | +6,207+49.8% | Added |
| Laidlaw Wealth Management LLC | 18,691 | $3.05M | 0.62% | +956+5.4% | Added |
| CNB Bank | 18,753 | $3.06M | 1.86% | +370+2.0% | Added |
| Old Port Advisors | 18,097 | $3.06M | 1.10% | −63−0.3% | Reduced |
| Verus Capital Partners, LLC | 18,816 | $3.07M | 0.48% | +451+2.5% | Added |
| Sit Investment Associates Inc | 18,832 | $3.07M | 0.08% | +1,040+5.8% | Added |
| Arbor Capital Management Inc | 18,268 | $3.07M | 2.49% | +193+1.1% | Added |
| Coastal Investment Advisors, Inc. | 18,844 | $3.07M | 0.75% | +475+2.6% | Added |
| Leonteq Securities AG | 18,877 | $3.08M | 0.28% | −505−2.6% | Reduced |