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 |
|---|---|---|---|---|---|
| Sculati Wealth Management, LLC | 18,904 | $3.08M | 1.64% | +736+4.1% | Added |
| Cornerstone Wealth Management, LLC | 18,908 | $3.09M | 0.30% | +18,908 | New |
| West Oak Capital, LLC | 18,938 | $3.09M | 1.57% | −1,285−6.4% | Reduced |
| Kentucky Farm Bureau Mutual Insurance Co | 19,000 | $3.10M | 0.93% | 00.0% | Unchanged |
| Pitcairn Co | 19,075 | $3.11M | 0.29% | +1,652+9.5% | Added |
| North Star Investment Management Corp. | 19,144 | $3.12M | 0.26% | +802+4.4% | Added |
| Boyd Watterson Asset Management LLC | 19,198 | $3.13M | 1.27% | +74+0.4% | Added |
| Financial Sense Advisors, Inc. | 19,291 | $3.15M | 1.44% | +4,146+27.4% | Added |
| Matrix Private Capital Group LLC | 19,356 | $3.16M | 2.19% | −56−0.3% | Reduced |
| Chapin Davis, Inc. | 19,406 | $3.17M | 1.64% | +3,202+19.8% | Added |
| Jeppson Wealth Management, LLC | 19,445 | $3.17M | 1.38% | −1,305−6.3% | Reduced |
| Mitchell Sinkler & Starr | 19,456 | $3.17M | 0.94% | −179−0.9% | Reduced |
| Duff & Phelps Investment Management Co | 19,463 | $3.18M | 0.04% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 19,464 | $3.18M | 0.04% | −29,313−60.1% | Reduced |
| Clarius Group, LLC | 19,475 | $3.18M | 0.27% | −1,290−6.2% | Reduced |
| BNC Wealth Management, LLC | 19,504 | $3.18M | 1.78% | +6,703+52.4% | Added |
| LVW Advisors, LLC | 19,543 | $3.19M | 0.64% | −166−0.8% | Reduced |
| Granite Investment Partners, LLC | 19,602 | $3.20M | 0.13% | 00.0% | Unchanged |
| Botty Investors LLC | 19,610 | $3.20M | 1.39% | 00.0% | Unchanged |
| Cohen Investment Advisors LLC | 19,699 | $3.21M | 2.54% | −369−1.8% | Reduced |
| HNP Capital LLC | 19,706 | $3.22M | 0.90% | +456+2.4% | Added |
| Quadrant Capital Group LLC | 19,708 | $3.22M | 0.33% | +623+3.3% | Added |
| Csenge Advisory Group | 19,711 | $3.22M | 0.23% | −838−4.1% | Reduced |
| 180 Wealth Advisors, LLC | 19,724 | $3.22M | 0.75% | +261+1.3% | Added |
| Harbor Investment Advisory, LLC | 19,764 | $3.22M | 0.48% | −355−1.8% | Reduced |
| Waldron Private Wealth LLC | 19,779 | $3.23M | 0.16% | +905+4.8% | Added |
| Empire Financial Management Company, LLC | 19,793 | $3.23M | 1.32% | +19,793 | New |
| SFMG, LLC | 19,796 | $3.23M | 0.35% | −1,092−5.2% | Reduced |
| WD Rutherford LLC | 19,844 | $3.24M | 2.28% | −50−0.3% | Reduced |
| Mount Lucas Management LP | 19,845 | $3.24M | 1.10% | +928+4.9% | Added |
| Investment Advisory Services Inc | 19,878 | $3.24M | 1.60% | +1,460+7.9% | Added |
| Middleton & Co Inc | 19,897 | $3.25M | 0.47% | −110−0.5% | Reduced |
| NJ State Employees Deferred Compensation Plan | 19,900 | $3.25M | 0.50% | −11,500−36.6% | Reduced |
| WP Advisors, LLC | 19,957 | $3.26M | 1.34% | −24−0.1% | Reduced |
| Miracle Mile Advisors, LLC | 19,980 | $3.26M | 0.11% | +60+0.3% | Added |
| United Fire Group Inc | 20,000 | $3.26M | 2.05% | 00.0% | Unchanged |
| Bayesian Capital Management, LP | 20,000 | $3.26M | 0.40% | +20,000 | New |
| Tortoise Capital Advisors, L.L.C. | 20,014 | $3.27M | 0.05% | 00.0% | Unchanged |
| Dorsey & Whitney Trust CO LLC | 20,046 | $3.27M | 0.30% | −1,100−5.2% | Reduced |
| Cardiff Park Advisors, LLC | 20,087 | $3.28M | 0.43% | +24+0.1% | Added |
| Generali Powszechne Towarzystwo Emerytalne | 20,118 | $3.28M | 3.07% | 00.0% | Unchanged |
| Sippican Capital Advisors | 20,122 | $3.28M | 3.14% | −124−0.6% | Reduced |
| Capricorn Fund Managers Ltd | 20,141 | $3.29M | 1.00% | −58−0.3% | Reduced |
| Banco de Sabadell, S.A | 20,152 | $3.29M | 2.74% | +144+0.7% | Added |
| Roundview Capital LLC | 20,176 | $3.29M | 0.34% | +570+2.9% | Added |
| Horst & Graben Wealth Management LLC | 20,255 | $3.31M | 0.82% | +23+0.1% | Added |
| Altrius Capital Management Inc | 20,268 | $3.31M | 1.01% | +286+1.4% | Added |
| Acropolis Investment Management, LLC | 20,316 | $3.31M | 0.27% | +396+2.0% | Added |
| Allen Capital Group, LLC | 20,368 | $3.32M | 0.63% | +17,210+545.0% | Added |
| Armstrong Shaw Associates Inc | 20,392 | $3.33M | 3.27% | −473−2.3% | Reduced |
| Fairview Capital Investment Management, LLC | 20,468 | $3.34M | 0.22% | −200−1.0% | Reduced |
| Advisor Resource Council | 19,747 | $3.34M | 0.84% | +1,220+6.6% | Added |
| Philadelphia Trust Co | 20,472 | $3.34M | 0.34% | +75+0.4% | Added |
| Hutchinson Capital Management | 20,487 | $3.34M | 0.87% | +20.0% | Added |
| Soltis Investment Advisors LLC | 20,512 | $3.35M | 0.43% | +2,262+12.4% | Added |
| Vectors Research Management, LLC | 20,633 | $3.37M | 0.87% | +569+2.8% | Added |
| Solidarilty Wealth, LLC | 20,659 | $3.37M | 1.53% | +20,659 | New |
| Cubist Systematic Strategies, LLC | 20,744 | $3.38M | 0.03% | −36,413−63.7% | Reduced |
| Continuum Advisory, LLC | 20,759 | $3.39M | 0.57% | +422+2.1% | Added |
| Brick & Kyle, Associates | 20,810 | $3.40M | 1.94% | +70+0.3% | Added |
| Monetary Management Group Inc | 20,813 | $3.40M | 1.00% | −125−0.6% | Reduced |
| Shoker Investment Counsel, Inc. | 20,824 | $3.40M | 1.48% | −32−0.2% | Reduced |
| Wealthsource Partners, LLC | 20,830 | $3.40M | 0.23% | −279−1.3% | Reduced |
| SYSTM Wealth Solutions LLC | 20,838 | $3.40M | 0.52% | −2,165−9.4% | Reduced |
| Patten Group, Inc. | 20,901 | $3.41M | 1.02% | +286+1.4% | Added |
| Lantz Financial LLC | 20,904 | $3.41M | 1.42% | +3,725+21.7% | Added |
| Benjamin Edwards Inc | 20,910 | $3.41M | 0.83% | +2,313+12.4% | Added |
| Perpetual Ltd | 20,937 | $3.42M | 0.03% | +20,937 | New |
| Pinnacle Wealth Management Advisory Group, LLC | 20,944 | $3.42M | 0.46% | −551−2.6% | Reduced |
| Owen LaRue, LLC | 19,890 | $3.42M | 3.70% | 00.0% | Unchanged |
| DT Investment Partners, LLC | 20,536 | $3.43M | 0.42% | +496+2.5% | Added |
| RB Capital Management, LLC | 21,063 | $3.44M | 1.12% | +831+4.1% | Added |
| YHB Investment Advisors, Inc. | 21,069 | $3.44M | 0.34% | +768+3.8% | Added |
| McKinley Carter Wealth Services, Inc. | 21,074 | $3.44M | 0.27% | +1,072+5.4% | Added |
| CAPROCK Group, Inc. | 21,075 | $3.44M | 0.27% | +9,031+75.0% | Added |
| Massachusetts Wealth Management | 21,082 | $3.44M | 3.55% | −1,950−8.5% | Reduced |
| Advisors Management Group Inc | 21,097 | $3.44M | 1.10% | −188−0.9% | Reduced |
| StrongBox Wealth, LLC | 21,124 | $3.45M | 2.31% | +4,970+30.8% | Added |
| Smithfield Trust Co | 21,171 | $3.46M | 0.22% | +684+3.3% | Added |
| Enterprise Bank & Trust Co | 21,177 | $3.46M | 1.49% | +1,230+6.2% | Added |
| Threadgill Financial, LLC | 21,208 | $3.46M | 4.23% | +3,700+21.1% | Added |
| Fidelis Capital Partners, LLC | 21,618 | $3.46M | 1.47% | +7,663+54.9% | Added |
| LCNB Corp | 21,241 | $3.47M | 1.57% | −1,423−6.3% | Reduced |
| Mitchell McLeod Pugh & Williams Inc | 21,309 | $3.48M | 1.08% | −398−1.8% | Reduced |
| Coerente Capital Management | 21,319 | $3.48M | 0.78% | −270−1.3% | Reduced |
| G&S Capital LLC | 21,324 | $3.48M | 1.54% | +402+1.9% | Added |
| GHP Investment Advisors, Inc. | 21,351 | $3.48M | 0.22% | −1,070−4.8% | Reduced |
| Cutter & CO Brokerage, Inc. | 21,406 | $3.49M | 1.09% | −234−1.1% | Reduced |
| M Holdings Securities, Inc. | 21,417 | $3.49M | 0.36% | −6,393−23.0% | Reduced |
| Mather Group, LLC. | 21,420 | $3.49M | 0.06% | +5,209+32.1% | Added |
| True North Advisors, LLC | 21,461 | $3.50M | 1.04% | +640+3.1% | Added |
| Geneva Partners, LLC | 21,559 | $3.52M | 3.01% | −5,889−21.5% | Reduced |
| Bank Ozk | 21,562 | $3.52M | 1.74% | −790−3.5% | Reduced |
| Fund Management at Engine No. 1 LLC | 21,575 | $3.52M | 0.71% | +1,991+10.2% | Added |
| Bank of New Hampshire | 21,581 | $3.52M | 1.06% | +205+1.0% | Added |
| Whalerock Point Partners, LLC | 21,582 | $3.52M | 1.31% | +405+1.9% | Added |
| Parsec Financial Management, Inc. | 21,596 | $3.52M | 0.15% | +326+1.5% | Added |
| Global Financial Private Client, LLC | 20,758 | $3.53M | 1.82% | +1,243+6.4% | Added |
| Herold Advisors, Inc. | 21,756 | $3.55M | 1.23% | +657+3.1% | Added |
| Beaton Management Co. Inc. | 21,801 | $3.56M | 2.40% | −160−0.7% | Reduced |