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 |
|---|---|---|---|---|---|
| Money Concepts Capital Corp | 21,560 | $3.56M | 0.20% | −11,198−34.2% | Reduced |
| First National Bank of Mount Dora, Trust Investment Services | 21,853 | $3.57M | 1.08% | −3,145−12.6% | Reduced |
| White Pine Capital LLC | 21,866 | $3.57M | 1.39% | −789−3.5% | Reduced |
| Choate Investment Advisors | 21,904 | $3.57M | 0.17% | +7,885+56.2% | Added |
| Ruffer LLP | 22,000 | $3.59M | 0.12% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 22,002 | $3.59M | 0.43% | +5,229+31.2% | Added |
| Norway Savings Bank | 22,005 | $3.59M | 1.81% | −307−1.4% | Reduced |
| IFP Advisors, Inc | 33,898 | $3.60M | 0.17% | −21,511−38.8% | Reduced |
| Webster Bank, N. A. | 22,050 | $3.60M | 0.47% | −482−2.1% | Reduced |
| Westfield Capital Management Co LP | 22,077 | $3.60M | 0.03% | +22,077 | New |
| Clarus Group, Inc. | 22,163 | $3.62M | 3.39% | −421−1.9% | Reduced |
| Robertson Stephens Wealth Management, LLC | 22,185 | $3.62M | 0.29% | +779+3.6% | Added |
| Gifford Fong Associates | 22,200 | $3.62M | 0.95% | 00.0% | Unchanged |
| Pathway Financial Advisers, LLC | 22,223 | $3.63M | 1.46% | −3,494−13.6% | Reduced |
| Rench Wealth Management, Inc. | 22,266 | $3.63M | 1.74% | −40−0.2% | Reduced |
| Eudaimonia Partners, LLC | 22,345 | $3.65M | 0.88% | −8,832−28.3% | Reduced |
| Selway Asset Management | 22,360 | $3.65M | 1.75% | +50+0.2% | Added |
| Liberty Wealth Management LLC | 22,289 | $3.66M | 0.75% | +22,289 | New |
| Financial Advisory Partners, LLC | 22,426 | $3.66M | 1.45% | +3,365+17.7% | Added |
| Kelly Lawrence W & Associates Inc | 22,552 | $3.68M | 1.00% | +35+0.2% | Added |
| Schonfeld Strategic Advisors LLC | 22,658 | $3.70M | 0.04% | −45,541−66.8% | Reduced |
| Kinloch Capital, LLC | 22,677 | $3.70M | 2.16% | −5,020−18.1% | Reduced |
| EHP Funds Inc. | 22,700 | $3.70M | 0.81% | −3,900−14.7% | Reduced |
| Brookmont Capital Management | 22,728 | $3.71M | 2.33% | +71+0.3% | Added |
| TTP Investments, Inc. | 22,730 | $3.71M | 2.99% | +3,480+18.1% | Added |
| Flagship Harbor Advisors, LLC | 22,739 | $3.71M | 0.35% | +56+0.2% | Added |
| Capital Investment Advisory Services, LLC | 22,829 | $3.72M | 0.44% | −610−2.6% | Reduced |
| RKL Wealth Management LLC | 22,842 | $3.73M | 0.47% | −703−3.0% | Reduced |
| Diligent Investors, LLC | 22,857 | $3.73M | 1.15% | +2,195+10.6% | Added |
| Checchi Capital Advisers, LLC | 22,918 | $3.74M | 0.36% | −87−0.4% | Reduced |
| Arlington Financial Advisors, LLC | 22,951 | $3.74M | 1.44% | −2,334−9.2% | Reduced |
| Bridge Creek Capital Management LLC | 23,027 | $3.76M | 1.41% | −190−0.8% | Reduced |
| Wright Investors Service Inc | 23,071 | $3.76M | 1.07% | −373−1.6% | Reduced |
| Cigna Investments Inc | 23,088 | $3.77M | 0.75% | −531−2.2% | Reduced |
| Greatmark Investment Partners, Inc. | 23,110 | $3.77M | 0.67% | −35−0.2% | Reduced |
| Signature Wealth Management Group | 23,200 | $3.79M | 1.80% | −81−0.3% | Reduced |
| Mission Creek Capital Partners, Inc. | 23,217 | $3.79M | 1.29% | +809+3.6% | Added |
| FLC Capital Advisors | 23,303 | $3.80M | 1.16% | −130−0.6% | Reduced |
| Legacy Advisors, LLC | 23,408 | $3.82M | 0.70% | +2,991+14.6% | Added |
| Moloney Securities Asset Management, LLC | 23,479 | $3.83M | 0.71% | −3,764−13.8% | Reduced |
| Proequities, Inc. | 23,479 | $3.83M | 0.30% | +934+4.1% | Added |
| Builder Investment Group Inc | 23,600 | $3.85M | 1.68% | −1,145−4.6% | Reduced |
| Bell & Brown Wealth Advisors, LLC | 23,647 | $3.86M | 2.06% | −158−0.7% | Reduced |
| Warren Averett Asset Management, LLC | 23,660 | $3.86M | 0.20% | +4,388+22.8% | Added |
| MidWestOne Financial Group, Inc. | 23,747 | $3.87M | 0.88% | +4,983+26.6% | Added |
| Hudson Value Partners, LLC | 23,758 | $3.88M | 2.21% | +164+0.7% | Added |
| Sage Investment Advisers LLC | 23,759 | $3.88M | 5.18% | −33−0.1% | Reduced |
| Douglass Winthrop Advisors, LLC | 23,768 | $3.88M | 0.10% | +1,065+4.7% | Added |
| Cornerstone Wealth Group, LLC | 23,783 | $3.88M | 0.69% | −813−3.3% | Reduced |
| PEAK6 Investments LLC | 23,790 | $3.88M | 0.25% | −4,237−15.1% | Reduced |
| Davis R M Inc | 23,883 | $3.90M | 0.10% | +800+3.5% | Added |
| Signaturefd, LLC | 23,899 | $3.90M | 0.11% | +2,009+9.2% | Added |
| Nwam LLC | 23,941 | $3.91M | 0.40% | −2,335−8.9% | Reduced |
| Boltwood Capital Management | 23,944 | $3.91M | 1.46% | +244+1.0% | Added |
| Asset Dedication, LLC | 23,920 | $3.91M | 0.36% | −1,682−6.6% | Reduced |
| West Family Investments, Inc. | 24,000 | $3.92M | 1.55% | −4,436−15.6% | Reduced |
| VeraBank, N.A. | 24,032 | $3.92M | 1.83% | −631−2.6% | Reduced |
| Little House Capital LLC | 24,035 | $3.92M | 1.85% | +3,743+18.4% | Added |
| Texas Yale Capital Corp. | 24,062 | $3.93M | 0.20% | −2,329−8.8% | Reduced |
| Reik & Co., LLC | 24,088 | $3.93M | 1.16% | 00.0% | Unchanged |
| Chase Investment Counsel Corp | 24,151 | $3.94M | 2.18% | +93+0.4% | Added |
| Independent Financial Group, LLC | 24,228 | $3.95M | 0.32% | +2,405+11.0% | Added |
| Independent Wealth Network Inc. | 24,245 | $3.96M | 2.53% | +213+0.9% | Added |
| Fundamentun, LLC | 24,292 | $3.96M | 0.67% | +451+1.9% | Added |
| Lake Street Advisors Group, LLC | 24,293 | $3.96M | 0.24% | +720+3.1% | Added |
| Investmark Advisory Group LLC | 24,371 | $3.98M | 2.92% | +1,033+4.4% | Added |
| Davidson Trust Co | 24,417 | $3.98M | 3.07% | +17,967+278.6% | Added |
| Cerro Pacific Wealth Advisors LLC | 24,452 | $3.99M | 2.21% | +177+0.7% | Added |
| Wafra Inc. | 24,530 | $4.00M | 0.14% | 00.0% | Unchanged |
| Arden Trust Co | 24,543 | $4.00M | 0.72% | −992−3.9% | Reduced |
| TCG Advisory Services, LLC | 24,588 | $4.01M | 0.85% | +1,619+7.0% | Added |
| Pring Turner Capital Group Inc | 24,705 | $4.03M | 4.00% | +496+2.0% | Added |
| Baker Avenue Asset Management, LP | 24,753 | $4.04M | 0.22% | −430−1.7% | Reduced |
| Wahed Invest LLC | 24,812 | $4.05M | 1.75% | −175−0.7% | Reduced |
| Gamco Investors, Inc. Et Al | 24,886 | $4.06M | 0.04% | −1,021−3.9% | Reduced |
| B & T Capital Management DBA Alpha Capital Management | 22,665 | $4.07M | 1.02% | 00.0% | Unchanged |
| Weatherly Asset Management L. P. | 25,025 | $4.08M | 0.53% | −150−0.6% | Reduced |
| Ropes Wealth Advisors LLC | 25,092 | $4.09M | 0.74% | +1,154+4.8% | Added |
| Auxier Asset Management | 25,119 | $4.10M | 0.71% | 00.0% | Unchanged |
| PFG Advisors | 25,177 | $4.11M | 0.34% | +6,710+36.3% | Added |
| Summit Financial Wealth Advisors, LLC | 25,222 | $4.12M | 0.98% | −763−2.9% | Reduced |
| Jacobs & Co | 25,247 | $4.12M | 0.51% | −3,162−11.1% | Reduced |
| Marketfield Asset Management LLC | 25,339 | $4.13M | 3.53% | 00.0% | Unchanged |
| Easterly Investment Partners LLC | 25,386 | $4.14M | 0.37% | +8,659+51.8% | Added |
| Van Hulzen Asset Management, LLC | 25,406 | $4.14M | 0.39% | −4,896−16.2% | Reduced |
| BFSG, LLC | 25,421 | $4.15M | 0.77% | +286+1.1% | Added |
| Confluence Wealth Services, Inc. | 25,441 | $4.15M | 0.97% | +2,005+8.6% | Added |
| QV Investors Inc. | 25,447 | $4.15M | 0.39% | −1,420−5.3% | Reduced |
| Keene & Associates, Inc. | 25,471 | $4.16M | 3.22% | +50.0% | Added |
| Ascent Group, LLC | 25,519 | $4.16M | 0.44% | −1,860−6.8% | Reduced |
| Bill Few Associates, Inc. | 25,538 | $4.17M | 2.31% | −6,896−21.3% | Reduced |
| Baugh & Associates, LLC | 25,227 | $4.17M | 2.67% | −415−1.6% | Reduced |
| Broderick Brian C | 25,607 | $4.18M | 1.17% | −175−0.7% | Reduced |
| Naples Global Advisors, LLC | 25,621 | $4.18M | 0.52% | +706+2.8% | Added |
| Foster & Motley Inc | 25,676 | $4.19M | 0.34% | −234−0.9% | Reduced |
| Red Cedar Investment Management, LLC | 25,688 | $4.19M | 0.65% | +8,570+50.1% | Added |
| Consolidated Planning Corp | 25,712 | $4.20M | 1.09% | +2,202+9.4% | Added |
| Monument Capital Management | 25,725 | $4.20M | 1.40% | −1,563−5.7% | Reduced |
| Prio Wealth Limited Partnership | 25,745 | $4.20M | 0.16% | −895−3.4% | Reduced |
| SG Americas Securities, LLC | 25,775 | $4.21M | 0.06% | +24,728+2,361.8% | Added |